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1. 3 Click Submit A screen containing instructions for importing your logfile data will pop up Copyright 1996 2011 Wavecrest Computing All rights reserved 42 3 2 2 Settings On this screen you have the ability to configure the Dashboard high level database and Mass Storage low level database The Dashboard high level database is necessary if you want to view Dashboard data and the Mass Storage low level database is essential to using Interactive reports and getting fast reports With the Dashboard high level database you have the option to use the default Derby database or configure your own MySQL or MSSQL database 3 2 2 1 Dashboard High Level Database Settings 3 2 2 1 1 Derby Configuration The following steps to change the default Location and Bulk Insert Folder paths is optional Derby is the default database for the Dashboard and no configuration is necessary once you have enabled the Data Manager 1 To change the default Location and Bulk Insert Folder paths go to Logfiles Data Manager and click on the Settings link Logfiles Data Manager Settings High Level Database Current Database Derby Modify Database Low Level Database Wavecrest Database Location C Program Files w avecrest Cufinhwchcfdb Notify Admin of Errors Enable Disable 2 Click Modify and a Wizard will pop up 3 Select Derby as the Database Manufacturer and click Next Logfiles Data Mana
2. Click the Preview Configuration button to check that your data is in the correct columns If it is not close the Preview screen retype and double check your values for Column Position Definitions Copyright 1996 2011 Wavecrest Computing All rights reserved 28 Advanced Settings Groups and IDs Import Text File Preview Preview Settings Data for all required fields has been entered Ple Parent4 aly alyce Marketing Department minh Marketing Department ade Engineering Department alex Technical Services Department alexandra Sales Department Each field s position in the user grouping hierarchy is shown in the tree below Enterprise Parent 6 optional Parent 5 optional Parent 4 optional Parent 3 optional Parent 2 optional Parent 1 1D Full Name optional 7 If your data and columns are correct close the Preview window 8 Click Submit to import your Groups and IDs NOTE Configured text file imports will occur at midnight each day CAUTION If you have both a text file and an Active Directory import configured whenever an Active Directory import occurs the text file will also import along with it Copyright 1996 2011 Wavecrest Computing All rights reserved 29 2 3 Add Groups and IDs If you do not want to import Groups and IDs you can manually add each Group or ID in the product Even if you did import your Groups and IDs you can add mo
3. Once you have created your configuration s you are now ready to import When you close the configuration wizard you should still be at the Advanced Settings Groups and IDs Active Directory screen Advanced Settings Groups and IDs Import Active Directory Active Directory Links Setup Setup Active Directory configurations Manual Import Active Directory ies now Schedule Schedule Active Directory ies imports To import your configurations immediately click on the Manual link If your import is successful you should receive the following message Setup Active Directory Configuration Completed Message Active Directory configuration saved successfully Click here to add another Active Dir Click on the link to view all of your imported Groups and IDs or close the window Every time you want to update your Groups and IDs you will need to go to the Advanced Settings Groups and IDs Active Directory screen and click on the Manual link unless you schedule daily updates Copyright 1996 2011 Wavecrest Computing All rights reserved 20 If you want to schedule imports to occur once every 24 hours click on the Schedule link Advanced Settings Groups and IDs Import Active Directory Schedule Schedule Active Directory Import Automatic Update Hour Confirmation Email Submit J Rest 21 For the Automatic Update field select Yes If you ever want to s
4. Set up Memory Settings Select the amount of memory needed Configure Logfiles Specify what type of logfiles you have and where they are stored Set up Administrator Email Receive reports and status updates via email Participate in OtherWise Optimize categorization results Create and Run a Site Analysis Report Create a high level summary report one that is useful for identifying suspect areas Be sure to complete these steps before moving on to any other sections in this manual Many of these steps are mandatory to get the product up and running properly CAUTION If you plan on having an array configuration skip this section and instead go to Section 6 1 on Advanced Configuration Copyright 1996 2011 Wavecrest Computing All rights reserved 1 1 Download and Install the Product In this step you will download and start a wizard to install the product 1 Double click on the executable file and simply follow the wizard s onscreen instructions 2 After a few clicks you will find yourself at the login screen shown below WAVECREST COMPUTING Cyfin Please enter proper credentials 3 Log into the product using the following default credentials LOGIN admin PASSWORD password NOTE If the login screen does not appear bring it up by going to Start Programs Cyfin Browser Interface Copyright 1996 2011 Wavecrest Computing All rights reserved 1 2 Download the URL List This step will en
5. Copyright 1996 2011 Wavecrest Computing All rights reserved 61 4 4 Abuse Thresholds You can create and assign abuse threshold policies to users groups or the entire organization Thresholding shows abuse that has occurred based on a customer specified number of allowable Web site visits in a 24 hour period The abuse threshold values are shown via bar graphs in reports 1 Go to Advanced Settings Report Settings and click on the Abuse Thresholds link Advanced Settings Report Settings Abuse Thresholds Select Policy Available Policies Create new policy Selected Policy Accounting Policy Assign Groups and IDs FA Groups Accounting Department Note Assigning Groups and or IDs to the selected policy is optional Set Abuse Thresholds Key N eutral A cceptable U nacceptable Categories Classification Enter 24 Hour Visit Threshold Agriculture N 200 Auction Classified U 10 Banners Ads N 50 Business Services A 200 Chat U 10 Construction N 200 2 Use the Available Policies pull down menu to select a policy If you are creating a new policy select Create new policy 3 Enter a policy name in the Selected Policy Box NOTE This is also where you would delete a policy by clicking on the Delete button Copyright 1996 2011 Wavecrest Computing All rights reserved 62 4 Assign Groups and or IDs to the block policy If you know the Groups and or IDs that you want assigned
6. Jan 01 2010 E 12 AM Meam Feb 10 2011 E 12 S AM Mleto No Fiter F Serings J Groups and IDs F Selected Groups Selected IDs Enterprise Copyright 1996 2011 Wavecrest Computing All rights reserved 94 4 For Report Delivery use the pull down arrow to choose how the report will be delivered You can choose to wait for the report have it emailed or saved to a directory NOTE If you choose Enter Other Email then a new box will appear below the delivery options box to enter in the email address es Separate multiple email addresses using a semicolon 5 Select a Report Format HTML or PDF NOTE ff you select PDF you will only have the option to get a Read only report selected in the Report Type below NOTE for Linux Users In order for PDF reports to work on Linux installations the following libraries and all of their dependencies are required 1 X11 libraries 2 Font Configuration libraries Run the following two commands which will install the above libraries if they are not already installed 1 yum install libXrender so 1 2 yum install libfontconfig so 1 6 Select the Report Type nteractive or Read only Read more about Interactive reports below NOTE Interactive reports can only be run against data imported into the Wavecrest Database They can not be used when running reports against the raw logfiles For steps on how to use the Wavecrest Database and its advan
7. 22 Select what days and times you want included on in the report and which ones you want excluded off in the report You can do this by simply clicking the boxes to toggle them from on to off 23 Select the Group or ID that you wish to show in the report CAUTION You cannot run a User Audit Detail report on the Enterprise group You can run the report on other groups but remember that this means a user audit detail report will run on each user in the selected group 24 Click Submit to run the report Following is an example of a User Audit Detail report May 27 1997 9 12 21 AM May 27 1997 9 13 44 AM May 27 1997 9 15 23 AM May 27 1997 9 16 23 AM May 27 1997 9 17 13 AM May 27 1997 9 17 42 AM May 27 1997 9 17 47 AM May 27 1997 9 17 53 AM May 27 1997 9 17 58 AM May 27 1997 9 18 03 AM May 27 1997 9 21 07 AM May 27 1997 9 26 17 AM May 27 1997 9 26 25 AM May 27 1997 9 27 35 AM Hardware and Software Personals and Dating Social Networking Social Networking Personals and Dating Search Engines Search Engines Regional Information Auction Classified Auction Classified Internet Services Financial Financial Weather ftp ftp microsoft com bussys winnt winnt public fxes usa nt40 ussp3 1386 http www webpersonals conread read_ad phtml num 220613 http www geocities com southbeach lights 6818 http www geocities com southbeach lights 6818 linda htmil http www webpersonals com read read_ad phtml num 216
8. 3 Add URLs In the text entry area for Custom URLs type the URLs NOTE To add multiple URLs simply type in the first URL and hit Enter then type in the second URL and hit Enter etc Repeat until you have included all the URLs Optional Add Wildcard Entries You can use wildcards to add multiple URLs simultaneously For example let s assume that you want to move http cnn com to the Entertainment category The main site name could be at the end beginning or middle of the intranet Web site names Examples of wildcards used in such cases include a Site name ends with cnn com enter cnn com Site name starts with http www cnn enter cnn a Site name contains cnn enter cnn In another scenario let s say you want to leave http www cnn com as News but want to re categorize any sports related news in the http www cnn com sports extension as Sports Examples of wildcards used in such cases include Site name starts with cnn com sports enter cnn com sports Site name starts with http www cnn com sports enter cnn com sports 4 Modify URLs Highlight the portion of the URL you would like to modify Then type the changes 5 Delete URLs Highlight the URL you would like to delete and then hit the Delete key on your keyboard 6 Click Submit to apply your changes
9. Groups and IDs F Selected Groups 9 Selected IDs Enterprise 3 For basic testing purposes on this screen use the Timeframe pulldown to Select Custom Timeframe Date and Time field selections will appear You need to configure a Start Date Time and Stop Date Time ensuring that surfing activity is included Choose a time period that is covered by your existing logfiles and only covers about one or two hours NOTE If you have large amounts of Web use data it is recommended that you set up and use the Wavecrest Database 4 Leave the Enterprise group in the Selected Groups box and simply click Submit Copyright 1996 2011 Wavecrest Computing All rights reserved 13 Reports Manual Report Progress Request Information Type of Activity Site Analysis ID Type Login P Timeframe Dec 6 2004 12 00 00 AM Dec 8 2004 11 59 59 PM Delivery Type Wait For Report Progress Time of Activity 00 00 25 Currently Data gathering Progress EE 8 Status Data gathering for 04120722 LOG When this report is completed it will be presented in this browser window 5 After your report finishes click on the All IDs link that will be displayed A sample portion of the Site Analysis report is shown below The Site Analysis report will show you total visits by classification category and by user per category Download Visits 0 6 6 46 VE 430 DE 4 323 VE 3 13 User News Groups Acceptable
10. ID Name Download Visits 0 Ti 1 af26 15 5 22 2 alicew 09 313 DE 3 3 nancy 09 313 D 3 4 carolyn 06 2 9 D 2 5 haroldb 06 2 9 2 6 View your report and verify that you see user IDs along with categorized Web activity NOTE If you do not see data on the report try running the same report but change the ID Type to IP Addresses If you only get activity when running a report against IP addresses you most likely need to configure authentication on your network to see login names If your configured logs do not contain login names due to a lack of network user authentication then you will only get data on IP addresses until unless you start authenticating login names From that point forward you ll be able to use Login Names as the ID Type in reports Copyright 1996 2011 Wavecrest Computing All rights reserved 14 Groups and IDs is a feature that is used to input and or import users ID information into the product for subsequent use in reporting and or filtering Users can be grouped in accordance with some common characteristic usually by department They can also be entered without grouping The Groups and IDs import process can be performed manually or automatically You also have the option of managing your Groups and IDs inside the product or at your directory source Before using the Groups and IDs feature you must complete the Get Started section of this manual which covers all setup procedures to get the produ
11. Standard or Custom Reports Selection Standard Reports i 3 Click on the Site Analysis Bandwidth link under Additional Management Reports Reports Manual Site Analysis Bandwidth Settings Select Report Delivery Wait For Report Report Format HTML w Report Type Read Only M ID Type Login Names Classification Policy Default be Add ID Presentation d Anonymous IDs Data Configuration 4 v Timeframe Select Custom Timeframe M Feb 01 2011 E12 AM ea Feb 28 2011 E12 MlamM Mle Crus HV But z Groups and IDs M Selected Groups 9 Selected IDs Enterprise Copyright 1996 2011 Wavecrest Computing All rights reserved 88 4 For Report Delivery use the pull down arrow to choose how the report will be delivered You can choose to wait for the report have it emailed or saved to a directory NOTE If you choose Enter Other Email then a new box will appear below the delivery options box to enter in the email address es Separate multiple email addresses using a semicolon 5 Select a Report Format HTML or PDF NOTE ff you select PDF you will only have the option to get a Read only report selected in the Report Type below NOTE for Linux Users In order for PDF reports to work on Linux installations the following libraries and all of their dependencies are required 1 X11 libraries 2 Font Configuration libraries Run the following two commands which will install the above l
12. Type in sh createLDAPCertificate sh to locate the file Hit Enter You will be prompted with Trust this certificate no o N O a A WO PD Type in yes after the colon and hit Enter Example Trust this certificate no yes de Restart the Cyfin product 10 Now when you log in to the product go to Advanced Settings Groups and IDs and click on the Active Directory link 11 Click on the Setup link The configuration wizard will pop up Setup Active Directory Create or Modify Active Directory Configuration Select Configuration Create new Active Directory configuration Option Delete 12 Leave the default selection set at Create new Active Directory configuration and click Next NOTE lf you ever want to make changes to any of your configurations use the pull down arrow select the configuration that you want to change and click Next Make your changes where needed Make sure you go through the entire wizard to submit your changes 13 Now you must configure the connection to your Directory Server Active Directory Setup Directory Setup Directory Server server company com Login Distinguished Name DOMAlNiAdministrator Password Optional Setup Ifyou select to configure Active Directory using an SSL certificate you must complete these SSL Configuration Setup Instructions first SSL Connection 14 Enter your appropriate information in the following fields Directory Se
13. a Sa Cryptographic Servi Provides th Started ki Web use M Started 4 DCOM Server Proce Provides la Started SB Defwatch Started 3 Select the Logon tab General Log On Recovery Dependencies Log on as Local System account This account ismith yourcompany lan Password COTE EEE Confirm password CEE You can enable or disable this service for the hardware profiles listed below Hardware Profile Service Profile 1 Enabled 4 Select the radio button for This Account and enter a valid network account with read and write permissions 5 Click Apply and then Ok 6 Inthe Services window right click on the product again and Restart the service Copyright 1996 2011 Wavecrest Computing All rights reserved 110 6 1 1 5 Set up Memory Settings You must configure the maximum amount of memory that the product will use to perform its operations The Memory setting helps optimize overall system performance and precludes unnecessary degradation of system speed For optimal performance we recommend that you choose the setting that is approximately half of your available memory RAM If you start to meet your memory threshold the product will notify you to increase your memory setting 1 To set your memory go to Setup on the menu and then click the Memory link Setup Memory Memory Settings Please setthis product s virtual memory to one of the following s
14. However for the concept to be successful the directory must have fields that contain appropriate employee related information needed by the product e g user ID full name if used immediate parent organization etc The fields must be structured in a logical hierarchical chain of command manner and all groups and subgroups i e organizational units or OUs must have unique identifiers or labels A unique identifier can be a department number or a department name or any other type of designation so long as there are no duplicates in the assigned database OU field In large organizations where like functions in different locations may have the same name e g Sales in Germany Sales in England etc the name should be augmented with a prefix or suffix to provide differentiation For example in this case the two functions could be named Ger Sales and Eng Sales Assignment of unique department numbers to the various workgroups is also an effective solution Most directories are already designed in this hierarchically structured manner for related reasons e g group policy administration network security administration access control etc In such cases the import feature will work smoothly and quickly For purposes of this discussion we assume a the customer s Active Directory contains such information and b groups will represent departments divisions etc in a hierarchical organization Fig
15. When To Run Day of Week Wednesday M Hour of Day 3 vl AM v 2 Select Enable to participate in Otherwise and have top non categorized site data sent to Wavecrest Computing s site analysts No usernames are included and all data will be held in strict confidence 3 Select the day of the week and hour of the day you want your Otherwise data processed and sent to Wavecrest s site analysts 4 Click Submit to save your changes Copyright 1996 2011 Wavecrest Computing All rights reserved 1 8 Create and Run a Site Analysis Report Now that you have completed basic configuration of the product it s time to run a report In this step you will run a high level read only report against your logfile data While this report is being run against your raw logfiles it is recommended that you import your logfiles into the Wavecrest Database This will increase reporting speed and allow you to use interactive reports See Section 3 on using the Wavecrest Database 1 Go to the Reports Manual screen 2 Click on the first link Site Analysis Reports Manual Site Analysis Settings Select Report Delivery Wait For Report Report Format HTML v Report Type Interactive ID Type Login lP v Classification Policy Default v Abuse Thresholding Disable O Enable Data Configuration a v Timeframe Select Custom Timeframe M Feb 01 2011 E 12 am vlem Feb 28 2011 EM 12 AM Sle Create new fier z
16. You should see a progress meter and a message indicating success on this screen Logfiles Setup Logfile Validation Information Time of activity 00 00 01 Progress M 00 Type of Logfile Microsoft ISA Server ISA Format Path Current File All files have been checked Valid Files 1 Status Validation process complete Click Next Button to continue When you see the green colored success message click Next NOTE If there was a problem finding logfiles or validating them an error message will appear with helpful information and direct you to click the Back button to make a change Logfiles Setup Name This Logfile Configuration Status Logfile configuration was successful Name Microsoft ISA Server When valid logfiles have been configured the next step is to name the configuration This is helpful for identification purposes especially if you add more log file configurations later After typing in a name for your new log file configuration click Finish NOTE If you don t name the configuration and simply click Finish the product will name the configuration the same as your logfile type Finally just close the window or click on the link displayed to add another configuration Copyright 1996 2011 Wavecrest Computing All rights reserved 10 1 6 Set up Administrator Email This step will let the Administrator receive all product produced emails e g error messages fault indic
17. lt 1 NN 310 57 27 1 149 lt 1 DRE 296 51 21 1 027 lt 1 ME 290 4415 885 lt 1 IM 289 6 allendrap 30 00 600 lt 1 M 259 7 carolyn 34 51 697 lt 1 I 255 16 06 322 lt 1 IR 253 50 00 1 000 lt 1 NN 246 22 54 458 lt 1 HR 241 13 15 265 lt 1 M 237 1 14 33 1 491 lt 1 DE 187 The blue in the bar graph represents the allowed visits and the red shows where the user exceeded the threshold NOTE When you enable abuse thresholding in a report it stays enabled in all subsequent reports unless you disable it Copyright 1996 2011 Wavecrest Computing All rights reserved With this product you can get a quick overview of Web activity from the Dashboard run high and low level reports schedule reports to run regularly set report preferences and review report policies For a complete listing of Wavecrest s standard reports and their definitions please see Appendix B You also have the option to use interactive reporting when using the HTML report format Interactive reports allow you to drill down to get more detailed results on employee Web use by simply clicking on the report s elements e g categories ID names and classification ratings To use Interactive Reporting and the Dashboard the Wavecrest Database must be enabled at the Logfiles Data Manager screen so that reports will run against Web use data in the database Running reports allows you to analyze employee Web use so that you can easily identify i
18. me28 Hagood Cindy ad0036 Hardin Alicia ah29 I Save Selected IDs 10 Several options are available for selecting Groups and IDs whose data you want exported You can select one Group or ID or you can select multiple Groups and or IDs Selecting a Group or ID If you are only selecting one Group or ID select that Group or ID by clicking on it so that it is highlighted and click Submit Selecting more than one Group If you are selecting multiple Groups hold down the control key and click on the Groups you want then click Submit Selecting more than one ID If you are selecting multiple IDs hold down the control key and click on the IDs to select them If the IDs you want to select are in more than one group when you are finished selecting the IDs in a Group you must click the Save Selected IDs button before moving on to the next Group to select additional IDs When you are finished selecting all of your IDs click on the Submit button Selecting both Group s and ID s If you are selecting IDs and Groups or even one ID and one Group you must select your IDs first making sure you click on the Save Selected IDs button after making your ID selections in each Group When you have finished selecting the ID s then make your Group selection s Click Submit when you have finished The Groups and IDs that you have selected will appear in the Groups and IDs field GA Selected Groups Selected ID
19. the http first and if that fails then it tries the ftp connection 1 If your Internet traffic goes through a proxy go to the Setup Download Settings screen to configure your proxy information This will ensure that you can download the list product updates and also receive product news Setup Download Settings Select Internet Connection to Wavecrest Download Servers Choice Direct connection Use an HTTP proxy HTTP Proxy Settings Proxy Host Proxy Port Domain Username Password ceceo 2 Fill in the text entry boxes with the correct authentication credentials and then click Submit 3 To download the list go to the Administration URL List screen and click on the Manual link Administration URL List Download Manual Manually Download Latest URL List Status KIG E EEES Update URL List Direct Download Product Override Wavecrest Downloads 4 Next click on the Download Now button You should see a progress meter screen pop up When it indicates that the download is complete you can close the window NOTE The Product Override link should only be used in the event that the URL list download from the product is unsuccessful This link will take you to a Web page where you will find the URL list download and instructions for downloading from the site Copyright 1996 2011 Wavecrest Computing All rights reserved 108 6 1 1 3 Change the Default Password Once you have logged in
20. 2 Select the filename format that you prefer from the Select pull down menu 3 Click Submit to apply your selection 5 1 5 Interactive Reports This screen lets you establish settings for interactive reports such as how long to keep reports where to store them and changing the password needed to retrieve the reports 1 Go to Advanced Settings Report Settings and click on the Interactive Reports link Advanced Settings Report Settings Interactive Reports Report Server IP Address 00 00 00 00 Set DNS Hostname Optional Hostname Options Report Expiration 90days Report Storage Directory C Program Files Wavecrest CyBlock wc cyt Reports Password OLLI Submit J Rest 2 Inthe IP Address field select the IP address to be used for reporting if a pulldown menu is present If the IP address is plainly displayed with no available pulldown menu the product found the one NIC IP address and no further action is required 3 This step is optional If you want to identify an additional report server DNS hostname type it in the Hostname field This additional server can be used for internal or external use Example If you have external users you may want them to be able to access Web use reports In this case you would use this field to type in a DNS hostname that external computers will recognize Copyright 1996 2011 Wavecrest Computing All rights reserved 69 4 Select the Report Expirati
21. AM Aug 18 2009 4 14 37 PM SALOG_20090819_WEB_000 Aug 19 2009 10 43 36 AM Aug 19 2009 4 49 16 PM SALOG_20090820_WEB_000 Aug 20 2009 7 45 32 AM Aug 20 2009 5 51 09 PM SALOG_20090821_WEB_000 Aug 21 2009 3 52 32 AM Aug 21 2009 10 03 39 PM SALOG_20090822_WEB_000 Aug 22 2009 11 30 03 AM Aug 22 2009 6 29 23 PM SALOG_20090823_WEB_000 Aug 23 2009 11 33 06 AM Aug 23 2009 5 16 08 PM Select Al Deselect Al 3 Select the Data Configuration you want to view or select All This option will only be available if you have more than one data configuration 4 Select the database data you want to see by using the View Older Than pulldown menu 5 Select the check boxes of the imported data that you want to delete If you want to delete all data click on the Select All button at the bottom of the screen 6 Click Submit to delete your selections Copyright 1996 2011 Wavecrest Computing All rights reserved 55 3 2 6 2 Schedule Automatic Data Deletion 1 Go to Logfiles Data Manager and click on the Import Data link 2 Click on the Schedule link under Delete Logfiles Data Manager Import Data Delete Schedule Schedule Data Removal Scheduler Enable Disable Hour 2 AM v Delete data older than 3Months v Preview These Settings 3 Select the Enable radio button to schedule for automatic deletions to occur 4 Select the Hour 5 Using the Delete data older than pulldown
22. As an example enter http www superchicken com then hit the Sub Check URL Enter URL http URL http www wavecrest net Default Block Allow Allow Category Hardware and Software Classification Acceptable URL found in Standard Wavecrest URL List Type of Categorization Standard Wavecrest URL List Configured List s Standard Wavecrest URL List v6 0 1 Days 8 4 4 4 Sample Reports Sample Reports lets you quickly generate a sample Site Analysis report and a sample User Audit Detail report These reports can help you become familiar with the look and feel of all of the product s reports To view these sample reports go to Help System Information and click on the Sample Reports link Then click on the link for the report you want to see 8 4 5 About If you go to Help About on the menu you will get a description of the product the version you are currently using and the release date of the version you are using It also includes a link to Wavecrest s Web site 8 4 6 Webex A link that directly takes you to the Wavecrest Webex meeting place The Wavecrest Support Team may direct you to utilize this link when dealing with them on the phone regarding any questions you may have about your product This could be used to either troubleshoot an issue or help train you on a feature of the product Copyright 1996 2011 Wavecrest Computing All rights reserved 138 Introduction to Groups and IDs Ge
23. Categories Custom Categories Categories Create New Category v Selected Category Allow Only 2 Select Create New Category 3 Type in a new name for the custom category in the Selected Category field The name cannot exceed 50 characters 4 Click Submit NOTE If you know you want to create more than one custom category repeat steps 1 through 4 until you have created names for all the categories you want to create 5 If you ever want to delete a custom category select the category in the Categories field and click Delete 6 Now that you have named your custom categories you must add URLs to them 7 Go to Advanced Settings Category Setup and click on the Edit URLs link Advanced Settings Category Setup Edit URLs Edit URLs Select Category Manufacturing Partners Custom URLs 8 Using the Select Category pull down menu select the custom category you just created 9 Inthe text entry area for Custom URLs type in the URLs NOTE To add multiple URLs simply type in the first URL and hit Enter then type in the second URL and hit Enter etc Repeat until you have finished Copyright 1996 2011 Wavecrest Computing All rights reserved 59 Optional Add Wildcard Entries You can use wildcards to add multiple URLs simultaneously For example let s assume that your organization has an intranet with multiple Web sites that use the organization s main Web site name as p
24. Computing All rights reserved 46 Logfiles Data Manager Database Name This Database Configuration Hame Database 8 Name the database configuration and click Finish 3 2 2 1 3 MSSQL Configuration The initial below instructions are for creating a new MySQL database If you already have a MySQL Server database created you may proceed to the Connect to MSSQL Server steps 3 2 2 1 3 1 Setup SQL Server Authentication 1 Open the SQL Server Management Studio 2 Login to your SQL server 3 Right mouse click on your SQL Server node instance in the Object Explorer and select Properties 4 Select the Security page 5 Under the Server authentication section select SQL Server and Windows Authentication mode and then click OK 3 2 2 1 3 2 Create Database Superview 1 Right mouse click on Databases under your SQL Server node in the Object Explorer and select New Database 2 Inthe New Database pop up window enter the database name Superview and then click OK 3 2 2 1 3 3 Configure User Permissions 1 In your SQL Server node expand Security in the Object Explorer until you see Logins Right mouse click on Logins and select New Login 2 3 Inthe Login New popup window enter wavecrest for the Login name 4 Select the SQL Server Authentication radio button and enter a Password and Confirm Password 5 Uncheck User must change password at next login Enforce password policy and Enforce password
25. Dashboard High level Database This database is designed to meet a very different set of requirements Its job is to store high level data that are used to generate sophisticated summary level trending and comparison charts on the Dashboard Mass Storage Low level Database This highly scalable database is designed to store huge amounts of detailed low level Web use data The reports that are supported by this database include audit detail reports that provide every URL visited by a user category or domain 3 2 1 Required Setup Before using the optional Data Manager you must enable it When you do so the product imports your logfile data into the Dashboard high level and Mass Storage low level databases These databases greatly increase the speed with which Web use reports can be generated With the Data Manager enabled you can also export data to external applications 1 Go to Logfiles Data Manager and click on the Enable link 2 Select the Enable radio button to enable the Data Manager Logfiles Data Manager Setup Manage Your Log Data Enable By enabling the Data Manager logfile data will be impor reports will be created much faster With the Data Man applications NOTE If reporting on past time periods older than 24 t Disable With the Data Manager disabled reports will be run ag will not be an option to export data to external applicatid The Data Manager is enabled Som Res
26. Download link Administration Restore Download Choose Restore Point to Download Restore Point Date Size Bytes Jan 31 2011 5742799 Jan 30 2011 5742222 Jan 29 2011 5742221 Feb 28 2011 5804566 Jan 27 2011 5766878 Jan 26 2011 5766878 8 Click on the link for the restore point you wish to download and save 4 Save the file to a location of your choosing Copyright 1996 2011 Wavecrest Computing All rights reserved 134 8 0 Other Features 8 1 Quick Start Quick Start provides you with links to the most basic setup screens that you need to get the product up and running Below the basic setup is a link to this Administrative Guide for the product that will step you through getting the product started It also contains detailed instructions on some of the product s features 8 2 License You will need to enter your product license after you purchase or renew the product license NOTE The default evaluation key is valid for 30 days after install 1 To enter your license information go to Setup and click on the License link Setup License License Information Organization Name Your Company Name Goes Here Server Alias Name CyBlock Proxy Serial Number 123 Activation Key A123 B456 C789 D012 E345 se Submit J Reset 2 Enter your organization s name in the Organization Name text entry box 8 Enter the server name or its IP Address that the product will use Im NOTE Th
27. IDs link indicates how many user IDs will appear in category tables of reports Copyright 1996 2011 Wavecrest Computing All rights reserved 105 6 0 Advanced Configuration Wavecrest products offer an advanced Array Configuration option for those organizations that need to have multiple installations of Cyfin Reporter to help manage large amounts of logfiles This allows an organization to manage all configurations and run reports from one location i e the Primary As shown in figure 1 below an array configuration allows for the workload to be distributed and processed on the Cyfin Secondary servers while all reports and administrative functions are managed on the Cyfin Primary server This configuration greatly reduces the amount of time it takes to process large amounts of logfiles In order for the array to work the logfiles must be located on a shared network storage drive so that they can be distributed amongst the Cyfin secondaries for quick processing to the Wavecrest database which must also be located on a shared drive NOTE If you already have existing import data prior to moving an array scenario we recommend that you save copies of the data war files to a safe location first Likewise if you have an array in production but decide to disband it you should save copies of your import data first This way you can place it where you want after the array is disbanded Cyfin Cyfin Cyfin Cyfin Secondary Secondary
28. M lt Unacceotable Vv SharewareFreeware Shipping Shopping Social Networking Society and Culture Sports Spyware Malicious Stock Trading TVVideo Streaming Tasteless Telecommunications Transportation 9 To create a new classification policy click on the Add button You will see the below popup Copyright 1996 2011 Wavecrest Computing All rights reserved Unacceptable M Acceptable M Unacceptable v Unacceptable v Unacceptable M Unacceptable v Unacceptable Unacceptable Unacceptable v Unacceptable v Acceptable w Acceptable v 85 11 Using the pulldowns next to each category select a classification 12 Click Save to save your changes 13 If you ever want to edit a classification policy that you have created simply select that policy in the Classification Policy pulldown and click on the Edit button Make your changes and click Save 14 If you ever want to delete a classification policy select that policy in the Classification Policy pulldown and click Delete 15 If you have set Abuse Thresholding and wish for it to display on the report click the Enable radio button For more information on abuse thresholding see Section 4 16 Select whether you want All Hits or Visits Only displayed on the report NOTE Choose Visits Only if you want the report to count and show only true visits i e actual user clicks Doing so will exclude all other types of hits
29. May 5 2009 9 51 46 AM New Release Cyfin 7 9 3 Mar 16 2009 5 21 54 PM Follow us on Twitter Mar 4 2009 10 57 20 AM Categorization Update for Twitter Sep 9 2008 11 43 08 AM New Release Cyfin 7 9 0 Aug 13 2008 9 17 57 AM WaveNews Summer 2008 Nov 6 2007 4 33 56 PM WaveNews Fall 2007 2 Click on the links to read each news item Copyright 1996 2011 Wavecrest Computing All rights reserved 133 7 7 Restore or Download a Restore Point 7 7 1 Restore The restore option allows you to go back or restore your previous settings in your product from a previous day You can restore settings up to 31 days back NOTE This feature is not available if you are using the Array feature NOTE When you restore settings this automatically restarts the product service 1 Go to Administration Restore 2 Click on the Restore link Administration Restore Day Selection Choose Day To Restore Please Select 3 Select a day from which to restore settings 4 Click Submit At this point the service will automatically restart 7 7 2 Download The download allows you to download a restore point to a location of your choosing as a backup You can download a restore point from the last 31 days NOTE This feature is not available if you are using the Array feature NOTE When you restore settings this automatically restarts the product service 1 Go to Administration Restore 2 Click on the
30. S Neutral Neutral Acceptable z v Unacceptable v Acceptable n Unacceotable Cancel Search Engines SharewareFreeware Shipping Shopping Social Networking Society and Culture Sports Spyware Malicious Stock Trading TVNideo Streaming Tasteless Telecommunications Transportation Copyright 1996 2011 Wavecrest Computing All rights reserved Acceptable v Unacceptable v Acceptable ml Unacceptable v Unacceptable M Unacceptable Unacceptable v Unacceptable v Unacceptable v Unacceptable v Acceptable v Acceptable v 81 11 12 13 14 15 16 17 18 19 20 21 22 23 Using the pulldowns next to each category select a classification Click Save to save your changes If you ever want to edit a classification policy that you have created simply select that policy in the Classification Policy pulldown and click on the Edit button Make your changes and click Save If you ever want to delete a classification policy select that policy in the Classification Policy pulldown and click Delete For ID Presentation in the report you can choose to display IDs anonymously Check the Anonymous IDs checkbox to do so If you have set Abuse Thresholding and want it to display on the report click the Enable radio button Inthe Data Configuration field you can choose to select a single data configuration to include in the report or you can c
31. Secondary Primary A admin browser reports XML Database Network Storage Figure 1 Array Configuration for Cyfin Reporter Copyright 1996 2011 Wavecrest Computing All rights reserved 106 6 1 Array Configuration This section covers instructions as if you were installing the products for the very first time so it includes a few extra steps for those that may have already configured when the product was originally installed However you still may want to double check those settings to make sure they are configured to how you want them and to ensure that the product is running seamlessly after setting up the array You will find that some configurations must be done on the primary server and secondary servers before adding your secondaries to the array This is why you will find that the instructions are in the following order Designating and Setting Up the Primary Server Designating and Setting Up the Secondary Servers a Completing the Array Setup on the Primary Server Before getting started with the product installations be sure to decide which server will be your primary and which servers will be your secondaries If you plan to upgrade the software on your primary server uninstall the Cyfin or CyBlock software on your secondary servers and download a new product install CAUTION If you already have a successful installation in production and are using the Data Manager feature it is highly recommended that you sa
32. Services Acceptable BannersiAds Neutral Job Search Unacceptable Ml Blogs Neutral v Business Services Acceptable v Legal Acceptable Manufacturing Acceptable v Marketing Acceptable Miary Neurol Chatinstant Messaging Unacceptable v i6 iS iS ie lie iS Construction Neutral v Cults Unacceptable v v Non Profit Organizations Neutral Custom Category 1 Neutral Entertainment Unacceptable v Environment Acceotable Drugs Unacceptable Education Acceptable v v News Online Meetings Online Storage Other P2PFile sharing Save Neutral lt R Acceptable s r Unacceptable Acceptable Unacceotable Cancel Spyware Malicious Stock Trading TVNideo Streaming Tasteless Telecommunications Transportation 10 To create a new classification policy click on the Add button You will see the below popup 11 Type in a name for your new classification policy Copyright 1996 2011 Wavecrest Computing All rights reserved Unacceptable v Unacceptable Unacceptable v Unacceptable v Acceptable v Acceptable v 100 12 13 14 15 16 17 18 19 20 21 22 23 24 Using the pulldowns next to each category select a classification Click Save to save your changes If you ever want to edit a classification policy that you have created simply select that policy in the Classification Policy pulld
33. an ID Search for an ID its Group and policy settings Copyright 1996 2011 Wavecrest Computing All rights reserved 15 2 1 Required Setup Before you begin importing Groups and IDs you must decide where you want to modify your Groups and IDs Inside the Product or Outside the Product Both options are discussed below Inside the Product Default This option lets you add delete move or modify Groups and IDs within the product after an import from Active Directory or a text file Each time Groups and IDs are imported whether manually or scheduled from Active Directory or a text file only new Groups and IDs will be imported The new Groups and IDs imported will be based on your selected groups in your import configuration setup Your existing Groups and IDs will not be modified NOTE If you wish to have any users in the VIP Group you MUST use this option Outside the Product This option will not let you add delete or move Groups and IDs within the product It will not let you rename a Group or ID in the product All of these changes must take place in the directory from which you are importing Groups and IDs Each time Groups and IDs are imported whether manually or scheduled from Active Directory or a text file all Groups and IDs will be updated to identically match that configuration NOTE The Inside the Product option is the default because most administrators will not use the same grouping method from the director
34. and timeframe of last 7 days An example of the chart is located on the following page Select User Enter ID or Full Name paton Banning Payton Update Chart Trend payton payton sr y 23 2009 7 AM May 23 2009 6 PM Timeframes Select Custom Timeframe w May 23 2009 EF 7 MIAM vlea May 23 2009 Th 6 P M stop Update Chart Comparison Options Group Average 0 Enterprise Average Copyright 1996 2011 Wavecrest Computing All rights reserved 74 4 5 6 Use the Metrics pull down to change the metric you are viewing Use the Timeframes pull down to select a different timeframe to view In the Comparison Options section select to compare a user s data to his her Group Average and the Enterprise Average by simply clicking the corresponding check boxes NOTE If you have an Array configured you will also see a Data Configuration option This allows you to chart only the data from the selected server in your array Following is an example of a User Trend Report compared to the Group and Enterprise Average Trend payton Ve m paytor Technical Services Department Enterprise 126 1 112 984 844 704 561 Ad a May 23 2009 7 AM May 23 2009 6 PM Copyright 1996 2011 Wavecrest Computing All rights reserved 75 5 2 2 2 Groups 1 Go to Trend Groups 2 Select a group and the chart will automatically load with the default metric of Visits and timefra
35. be able to move any of your Groups and IDs in the product Once you have selected the groups that you want to import click Next Setup Active Directory Name This Active Directory Configuration Name Company X Back Finish Type in a Name for this Active Directory configuration and click Finish Setup Active Directory Configuration Completed Message Active Directory configuration saved successfully Click here to add another Active Dir You should see a successful configuration message You now have the option to a Create another configuration by clicking on the link or b Close the window Once you have created your configuration s you are now ready to import When you close the configuration wizard you should still be at the Advanced Settings Groups and IDs Active Directory screen Advanced Settings Groups and IDs Import Active Directory Active Directory Links Setup Setup Active Directory configurations Manual Import Active Directory ies now Schedule Schedule Active Directory ies imports To import your configurations immediately click on the Manual link If your import is successful you should receive the following message Setup Active Directory Configuration Completed Message Active Directory configuration saved successfully Click here to add another Active Dir Click on the link to view all of your imported Groups and IDs or close the
36. data in about the same amount of time required to run a similar report by reading a 1 MB logfile With respect to persistence once the configured logfile data has been imported into the Data Manager you never have to read it again The data remains stored and readily available for future use Copyright 1996 2011 Wavecrest Computing All rights reserved 37 Another benefit is that the Data Manager can hold immense amounts of data for long periods of time This permits the generation of reports from the distant past if necessary The export feature of the Data Manager has many benefits also Data can be exported as a CSV or XML file to other applications e g spreadsheets report generators relational databases etc The parameters when exporting data are customizable as well Copyright 1996 2011 Wavecrest Computing All rights reserved 38 3 1 Logfile Data 3 1 1 Set Up Logfile Configurations Logfile configuration consists of specifying the logfile type and location 1 Go to Logfiles Setup The Create or Modify Logfile Configuration wizard will come up Logfiles Setup Create or Modify Logfile Configuration Select Configuration Create new logfile configuration Option 2 Select Create new logfile configuration when creating a new configuration Otherwise use the pull down menu to select a previously created logfile configuration that you wish to modify NOTE If you wish to delete a previously created
37. e g banners ads audio etc Choose All Hits if you want reports to show all types of hits solicited or unsolicited 17 For URL Details choose how you want the URLs to display in the report The default setting is Single Line URL which means that URLs will be snipped if they are longer than one line If full URLs are needed you can choose Full URLs wrapped when necessary This means that the full URL will be shown even if it takes two or three lines to display it 18 Inthe Data Configuration field you can choose to select a single data configuration to include in the report or you can choose to include all of them 19 Choose the Timeframe for your report Use the pull down to select either a predefined timeframe or select Custom and set a Start Date Time and Stop Date Time 20 If you want to filter what days and times to include in the report data use the Filter pulldown and select Create new filter You will see the below popup If you do not want to filter days or times simply select No Filter hour Sun Mon Tue wed Thu Fri Sat off off off off off off off off off off off off off off off off off off off off off off off off off off off off off off off off off off off off off off off off off off Lam 53m om Foam am m 10am _4pm ME _ 7pm fi Spm off off off off off off 21 Type in a name for the filter Copyright 1996 2011 Wavecrest Computing All rights reserved
38. expiration 6 Select the Server Roles page and ensure public and sysadmin are selected 7 Select the Status page and ensure Login is enabled and click OK 8 Close or minimize the Microsoft SQL Server Management Studio Copyright 1996 2011 Wavecrest Computing All rights reserved 47 3 2 2 1 3 4 Allow TCP IP 1 Open Microsoft SQL Server 2008 Configuration Tools SQL Server Configuration Manager Expand SQL Server Network Configuration and click on Protocols for MSSQLSERVER If TCP IP is not enabled right mouse click and set it to Enabled PF oO N Restart the SQL Server by selecting the server icon and clicking Restart for this change to take effect 3 2 2 1 3 5 Connect to MSSQL Database 1 Go to Logfiles Data Manager and click on the Settings link Logfiles Data Manager Settings High Level Database Current Database Derby Modify Database Low Level Database Wavecrest Database Location C Program Files w avecrest Cufinhwchcfdb Notify Admin of Errors Enable Disable 2 Click Modify and a Wizard will pop up Logfiles Data Manager Database Select Database Manufacturer Options SQL Server M 3 Select SQL Server as the Database Manufacturer and click Next 4 Ascreen notifying you how to create a new MSSQL database will appear These will be the same instructions as above Once you have completed them click Next Logfiles Data Manager Database Ent
39. from expiring will reduce the number of Web sites listed in the Other unidentified category Taking advantage of upgrades will keep the product running smoothly Finally product news will let you know if there are any new critical product releases or current Internet issues that may affect your Web use management policies Copyright 1996 2011 Wavecrest Computing All rights reserved 125 7 1 Create Administrator and Operator Accounts Two types of accounts can be issued administrator accounts and operator accounts Administrator account users have full access to and control of the product Operator account users only have access to a limited menu that lets them create run and review reports 1 To create an administrator or operator account go to Administration Access Accounts and click on the Create link Administration Access Accounts Create Create Access Account Account Name bsmith Authentication Create Password Account Type Operator Full Name Bob Smith Email Address bsmith company com Home Directory C TEMP er Groups Drafting Department 46 Engineering Department 128 Marketing Department 108 Sales Department 100 Technical Services Department 1 2 Type in the Account Name or login name to be used by the account owner If you plan to use the Active Directory Authentication option make sure the account name matches the Active Directory account
40. import you will need to return to this screen and change the Automatic Update field to No Select the Hour that you want the import to occur and select whether or not you wish to receive a Confirmation Email for the import Click Submit to save your changes 2 2 4 Import a Text File For instructions on creating your text file see Appendix A 1 To import Groups and IDs from a text file go to Advanced Settings Groups and IDs and click on the Text File link Advanced Settings Groups and IDs Import Text File Import Text File C Documents and Settings Administrator WA Delimiter Character Choices V Vertical Bar L Comma C TAB C Space C other Column Position Definitions Required D 1 Parent1 3 Optional ey name 2 Parent 2 Parent 3 Parent 4 Preview Export Data Format Preview Configuration In the File field type in the file name or click on the Browse button to locate the file you want to import Check the box for the Delimiter Character that you used in your text file For the two required data fields columns enter column numbers that correspond to the left to right column positioning of those fields in the text file Column numbers range from 1 to 6 If any of the optional data fields columns are used in the text file enter column numbers that correspond to the left to right column positioning of those fields in the text file Column numbers range from 1 to 6
41. in the queue in accordance with its priority Lower priority jobs are bumped down if appropriate 1 To check the Job Queue go to Administration Job Queue 2 You will see the list of jobs and their status on the screen Administration Job Queue Queue Information Server 2jobs Type Description Percent Owner Delete Report A Queued Job E Jo admin Report A Queued Job Queued admin B Delete Al Restart 3 If you want to delete any of the jobs click the red delete button To delete all jobs in the queue click the Delete All button NOTE Administrators can delete any job in the job queue Operators can delete only the types of jobs that are authorized in their accounts i e typically reports 4 To pause the queue from refreshing click Pause Note This does not pause the job from running 5 Click on Restart to get the queue refreshing itself again and to see the current status of job s running Copyright 1996 2011 Wavecrest Computing All rights reserved 136 8 4 Help 8 4 1 Documentation This area provides links to various documents that help you with the product and Web use management in general It includes links to this Administrative Manual product support Wavecrest s Web site and other helpful documents Get to this screen by going to Help Documentation on the menu 8 4 2 Profiling If you ever experience difficulties that can t be resolved via on line Help Technical Support may ask you
42. records in HR or payroll records in Finance may suffice In brief the data is exported from the source to an import file in the Wavecrest product Methodology for Exporting the Data into the Import File Listed below are the basic steps for creating an import file and exporting the required data into it The more complex steps are discussed in more detail later 1 Select your data source e g spreadsheet database table etc 2 Ensure that the data source contains as a minimum a column for user ID a column to accommodate an optional Full Name for each ID and at least one parent column If the parents have higher level parents additional columns will be needed The columns do not need to be in any particular left to right order 3 Export the source data to the Wavecrest product as an Excel spreadsheet Each row record in the spreadsheet will represent one user ID 4 Save the spreadsheet as text to a file named wc cf db import cfg for Cyfin or wc cb db import cfg for CyBlock This is the import file 5 Confirm that the file has been imported properly and contains the correct items of information Also note the type of delimiter being used to separate the data items The delimiter may be a comma or space for example 6 Restart the product Once this is done the product s server automatically duplicates the imported group structure and assigns the IDs to the correct groups A Typical Import File A typical i
43. reserved 77 5 2 2 4 Classifications 1 Go to Trend Classifications When this screen opens a chart will automatically load showing you Unacceptable Visits for the Last 7 Days Select Classification Unacceptable v Trend Unacceptable Unacceptable Neutral Acceptable Metrics Timeframes Select Custom Timeframe May 23 2008 EM 7 M AN tan May 23 2008 j5 P M top Update Chart V Neutral M Acceptatie Unacceptable Comparison Options To change the Classification use the pull down menu to make your selection Use the Metrics pull down to change the metric you are viewing Use the Timeframes pull down to change the timeframe a FF ON Inthe Comparison Options section you can select to compare acceptable unacceptable and neutral classifications by simply clicking the corresponding check boxes Copyright 1996 2011 Wavecrest Computing All rights reserved 78 5 2 2 5 Traffic 1 Go to Trend Traffic Trend Traffic Denied Traffic Allowed Traffic Jun 25 2011 12 AM Jul 01 2011 12 AM 2 Use the Metrics pull down to change the metric you are viewing Allowed Denied and All traffic displays the number of hits that were allowed or denied 3 Use the Timeframes pull down to change the timeframe Click Update Chart for the selected timeframe to populate in your chart Copyright 1996 2011 Wavecrest Computing All rights reserved 79 5 3 Run a High lev
44. that corresponds to the appropriate amount of memory to be used keeping in mind your available RAM 3 Click Submit to apply changes or click Reset to reload previous values 4 After you click Submit you will receive a popup asking whether you would like to restart the service Your memory setting changes will not take affect until you restart the service Copyright 1996 2011 Wavecrest Computing All rights reserved 117 6 1 3 Complete Set up on the Primary Server 6 1 3 1 Add Secondary Servers to the Array 1 Onthe Primary go to Setup Array CAUTION This screen will be accessible from all of your product installations but only use this screen from the installation on your primary server Do not use this screen on any of your secondary installations 2 Add a secondary server to the array by typing in the server name or IP address of the server and the port number to be included in the array and click Add Example MyComputer 7999 or 127 0 0 26 7999 You should immediately see the primary server name or IP address and the secondary server name or IP address listed in the Server section as shown below Repeat this step until you have added all of your secondary servers to the array Note Only one server may be added at a time Setup Array Array Information Please read before configuring arrays Server Name or IP Port add e g MyComputer 7999 or 127 0 0 26 7999 Servers Server 1 Primary Server 2 S
45. the download of the URL list and downloading product updates Section 8 Other Features This section briefly discusses some of the other product screens that do not need a lot of instruction but can be helpful These include the job queue and help screens Help and Contact Information BA Additional help for the product screens is also available in the product Just click on this icon in the upper right S hand corner of the interface A window will then pop up with information about the screen and instructions on how to use it If you ever need additional help beyond what is available in the manual or the product please feel free to contact our technical support team Telephone Numbers Toll Free 877 442 9346 ex 4 U S and Canada international 001 321 953 5351 ex 4 outside U S and Canada Technical Support support wavecrest net General Info info wavecrest net Forum http forum wavecrest net Copyright 1996 2011 Wavecrest Computing All rights reserved Will you be using an array configuration If you plan to set up an array configuration in your network then you need to do this first before setting up any other features in your product An array configuration allows you to manage several product installations from one primary product that you designate Once the array is configured then you will only need to configure product settings at the primary server You will find the setup instructions fo
46. the event that the URL list download from the product is unsuccessful This link will take you to a Web page where you will find the URL list download and instructions for downloading from the site Copyright 1996 2011 Wavecrest Computing All rights reserved 1 3 Change the Default Password Once you have logged into the product and downloaded the URL list you will want to change the default password 1 Go to Administration Access Accounts and click on the Modify link 2 Click on the admin Administrator link Administration Access Accounts Modify Properties Modify Properties Account Name admin Authentication Create Password eeeee Account Type Administrator Full Name Administrator Email Address first last company com Home Directory C TEMP 7 Groups Accounting Department 46 Drafting Department 31 Engineering Department 117 Marketing Department 94 S Department 90 cal Services Department 9 3 Type in your new password in the Password field 4 At this time you can also change the Full Name Email Address and Home Directory Reports will be sent to the Email Address specified and saved to the Home Directory specified on this screen 5 When you have finished making your changes click Submit Copyright 1996 2011 Wavecrest Computing All rights reserved 7 1 4 Set up Memory Settings You must configure the maximum amount of memory that the product will use to perform
47. to activate the product s profiling mode via the Profiling screen When profiling is activated the product will generate a considerable amount of data to help Technical Support resolve the issue When the data is generated it will be sent to a special file sprofile htm for subsequent transmission to Technical Support via email support wavecrest net If you are ever asked to turn on profiling go to Help Profiling and follow Tech Support s instructions Help Profiling Profiling Profiling is currently off 8 4 3 Support Forum On our technical support forum you can connect with some of our 3 500 customers You can peruse the forum for helpful tips in using the product or you can post your own questions and comments If you go to Help Support Forum on the menu it will take you directly to the forum 8 4 4 System Information 8 4 4 1 System Status System Status tells you whether or not the product s Application Server is ready If the Overall System Status message is colored green OK you can click on the dynamic Quick Link which will take you directly to the Reports Manual Site Analysis screen There you can quickly generate a sample Site Analysis Report If the Overall System Status message is colored yellow or red the Quick Link will take you to the specific screen that relates to the error condition There you can quickly resolve the issue To check your System Status go to Help System Information
48. window Every time you want to update your Groups and IDs you will need to go to the Advanced Settings Groups and IDs Active Directory screen and click on the Manual link unless you schedule daily updates Copyright 1996 2011 Wavecrest Computing All rights reserved 23 30 If you want to schedule imports to occur once every 24 hours click on the Schedule link Advanced Settings Groups and IDs Import Active Directory Schedule Schedule Active Directory Import Automatic Update Hour Confirmation Email Submit J Rest 31 For the Automatic Update field select Yes If you ever want to stop the scheduled import you will need to return to this screen and change the Automatic Update field to No 32 Select the Hour that you want the import to occur and select whether or not you wish to receive a Confirmation Email for the import 33 Click Submit to save your changes Copyright 1996 2011 Wavecrest Computing All rights reserved 24 2 2 3 Import from Active Directory with an SSL Certificate in Linux 1 Inthe folder wc cf db Idap there is a file named createLDAPCertificate sh You will need to edit this file in your favorite editor Inthe file place the path of your certificate file cer file in the place of path sample cer Open up a terminal window Type cd wc cf db Idap to navigate to the folder Note Fill in with the full path from your machine
49. you are selecting multiple IDs hold down the control key and click on the IDs to select them If the IDs you want to select are located in different Groups you must click the Save Selected IDs button before moving on to the next Group to select additional IDs If you do not do this your previous selections will be lost When you are finished selecting all of your IDs click Submit Selecting both Group s and ID s If you are selecting Groups and IDs or even one Group and one ID you must select your IDs first Be sure to click on the Save Selected IDs button after making your ID selections in each Group When you have finished selecting the ID s then make your Group selection s Click Submit when you have finished The Groups and IDs that you have selected will appear in the Assign Groups and IDs field GA Selected Groups Selected IDs Accounting Department NOTE You can delete a Group or ID in the Assign Groups and IDs field by highlighting it and hitting Delete on your keyboard 6 Next to each category type in the number of Web page visits allowed to each category before they are considered abuse in a 24 hour period 7 Click Submit to apply your changes Copyright 1996 2011 Wavecrest Computing All rights reserved 63 Following is an example of a report that was run with abuse thresholding enabled Top Users or Workstations Activity Download Visits 0 1 209 2 418 Time 2 00 54 2 418 lt 1 SE 611 51 03 1 021
50. 2 Select Custom Reports in the Selection pulldown Reports Manual Custom Standard or Custom Reports Selection Custom Reports Custom Reports Name Owner Custom RepotB Z admin Custom RepotA Z admin ym es Custom Repote Z admin Create new custom report 3 Click the red x button to delete a report NOTE This will delete the report completely from both the Manual and Schedule Custom Report screens 4 A confirmation popup will want you to confirm that you want to delete the selected report Are you sure you want to delete custom report Custom Report A Note Any scheduled report ofthis type will be deleted as well 5 Click Yes to delete the report Copyright 1996 2011 Wavecrest Computing All rights reserved 98 5 7 Schedule Reports Reports can be scheduled to run daily weekly or monthly and can be sent to the recipient s email address or saved to a directory that the recipient can access 1 Go to Reports Schedule and click on the Create link 2 Select whether you want a Standard or Custom report in the Selection pulldown Reports Manual Standard or Custom Reports Selection Standard Reports i 3 Choose the report you wish to schedule and click on that report s link For purposes of this manual we will schedule to run the standard User Audit Detail report Reports Schedule Create User Audit Detail Settings Report Name Broun Charlie Weekly
51. 2011 Wavecrest Computing All rights reserved 142 EXAMPLES of Import Files Some examples of import files are shown below Although we use the vertical pipe character as the delimiter in all of these examples the delimiter can also be other acceptable characters e g comma space etc 1 The following example shows a typical group import file with login names full names and group names smithj Smith Joe Engineering doej Doe John Accounting wilsonp Wilson Alvarez Sales 2 The following example is Microsoft Proxy specific Assume your organization has Microsoft domains set up for each department For this example assume there are three departments each with its own Microsoft domain The Sales Department s domain is SALES the Accounting Department s domain is ACCT and the Engineering Department s domain is ENG The following group import file would result in separate reports for each department or domain SALES Sales Department ACCT Accounting Department ENG Engineering Department 3 The following example illustrates a case in which full names are not used Notice the two delimit characters with nothing in between This tells the product that there is no full name smithj Engineering doej Accounting wilsonp Sales 4 The following example fits an organization that does not authenticate users at a Proxy Server or a Firewall but has fixed IP Addresses and uses full names 123 10 3 8 Meyers Peter Sales New York 1
52. 23 10 3 9 Ellen Susan Sales California 9 2 3 8 Bene Jorge Sales Brazil 5 The following example fits an organization that sub classes an IP Address range for a region or district In this case Full Names are not used Notice the two delimit characters this tells the product that there is no full name 34 5 224 Washington Elementary School 34 5 225 Adams Middle School 34 5 226 Grover High School 6 The following example demonstrates how to set up a group import file for an organization that uses domain names for its workstations In this case Full Names are not used An example of full domains could be joe eng NY company com eng NY company com Engineering New York eng CA company com Engineering California drafting company com Drafting Corporate Headquarters 7 The following example could be used for an organization that uses a department number as part of a login name For example the Sales Department has a department number of 2001 and the Marketing Department has a department number of 694 An example of login names for the Sales Department could be joe2001 and jim2001 and the Marketing Department could have users sue694 and alice694 2001 Sales Department 694 Marketing Department Copyright 1996 2011 Wavecrest Computing All rights reserved 143 8 Suppose an Internet Service Provider ISP manages Internet activity for many small businesses The following example demonstrates an ISP configuration for del
53. 78 6 00 38 18 173 566 lt 1 173 566 5 155 124 113 134 5 03 50 27 148 609 lt 1 DE 148 609 6 155 123 22 4 4 14 03 18 132 066 lt 1 DE 132 066 7 143 26 5 22 3 04 11 12 91 424 lt 1 ME 91 424 8 143 34 5 200 2 11 09 15 70 985 lt 1 M 70 985 9 155 124 25 14 2 06 49 09 65 783 lt 1 M 65 783 10 143 26 84 112 1 23 35 09 57 103 lt 1 M 57 103 11 172 17 74 183 1 21 22 12 54 444 lt 1 M 54 444 12 155 118 61 226 1 19 20 12 52 004 lt 1 ME 52 004 4 From here you may decide that you want to drill down to get more detail on a user s Web activity Click on the user s ID or for this example the IP address By clicking on 143 18 80 19 you have submitted a request to get a User Audit Detail report on that particular user The below progress meter will appear If there are any other jobs in the queue this screen will indicate how many jobs are in the queue Report Request Status 35 if you do not want to wait for this report enter your email address below A link to the report will be emailed to you when it is complete Email Address first last cor mpany com 1 Cancel 5 If there is a lot of data or if there are multiple jobs in the queue and you do not want to wait for the report you have the option of entering your email address to have the report emailed to you when it is complete Copyright 1996 2011 Wavecrest Computing All rights reserved 104 5 9 Review Report Policies If you ever want to review your report sett
54. 859 http www yahoo com http www yahoo com docs yahootogo index html http local yahoo com local http classifieds yahoo com newjersey personals http classifieds yahoo com cache newjersey personals ait html http home earthlink net 7ewn g htm hitp www secapl com cgi bin gs http qs secapl com cgi bin qs http www intelicast com weather ewr Copyright 1996 2011 Wavecrest Computing All rights reserved 87 5 5 Run a Site Analysis Bandwidth Report The Site Analysis Bandwidth report is one of the Additional Management Reports provided by the product These reports which supplement the high and low level reports discussed above cover the areas that managers HR and IT find useful when managing employee Web use The Site Analysis Bandwidth Report is similar to the Site Analysis report but it focuses on bandwidth consumption instead of Web site content It breaks down bandwidth usage first by acceptability classification then by category within each classification and then by user within each category NOTE For descriptions of all Additional Management Reports see Appendix B To run your report follow the steps below These instructions will work for any Additional Management Report you wish to run 1 Go to Reports Manual 2 Select Standard Reports in the Selection pulldown NOTE f you want to run a custom report but have not yet created one please see the section below on Custom Reports Reports Manual
55. 9 1 53 18 PM Aug 23 2009 5 56 13 PM Close Window Copyright 1996 2011 Wavecrest Computing All rights reserved 52 3 2 5 Export Data With the export data feature you can manually export data to a file for use in external applications e g spreadsheets report generators relational databases etc 1 Go to Logfiles Data Manager and click on the Export Data link Logfiles Data Manager Export Data Manual Select Output Options Local or Mapped Drive UNC path Storage Location C Program Files Wavecrest CyBlock wc my Filename export Data Format XML Settings Data Configuration Microsoft ISA Server MSDE DatabaseN 1 Hits Visits Visits Only does not include jpg gif etc Timeframe Last 7 Days v e g Aug 17 2009 12 00 00 AM to Aug 23 2009 11 59 59 PM Groups and IDs GA Selected Groups Selected IDs Enterprise Category Selection V an Categories Categories Agriculture 2 Choose the destination directory location type by clicking on the radio button for Local or Mapped Drive or UNC path 3 Indicate a Storage Location for the export data If the drive is a Local or Mapped Drive use the Browse button to locate the directory for saving the export file to If the directory is ona UNC path type in the full address here manually 4 Type in a Filename for the export NOTE f you leave a default name in this box any previous inf
56. Active Directory Select Groups User Groups Account Operators Accounting Department Administrators Backup Operators Builtin Administrators Domain Admins Enterprise Admins Distributed COM Users Test AD access Place all IDs from unhighlighted groups into Ungrouped IDs 20 Select the groups to be imported by clicking on them so they are highlighted If you want to select multiple groups hold down the Ctrl key and click on the groups you want imported NOTE If you do not highlight any User Groups all Groups and IDs will be imported This is the preferred option if you want all new Groups and IDs imported with each import Otherwise only new IDs in your selected groups will be imported and you will have to go back to your import configuration and select any new groups so that they will also be included in the import Copyright 1996 2011 Wavecrest Computing All rights reserved 22 21 22 23 24 25 26 27 28 29 Optional Check the checkbox at the bottom of the screen if you want to place the users from the unhighlighted groups into Ungrouped IDs This option can be helpful i e it will use the Ungrouped IDs group as a holding tank while you decide where to assign certain IDs CAUTION If you check the box and do not select any User Groups all IDs will be placed in Ungrouped IDs Also remember that if you selected to manage your Groups and IDs outside the product you will not
57. DD MM YYYY Example 26 04 2000 _ International Date Format YYYY MM DD Example 2000 04 26 Back Next 8 Select the Logfile Date Format For most proxies this action is not needed and the screen will not appear For others such as Microsoft Web Proxy please select the correct logfile date format i e U S European or International 9 Click Next Logfiles Setup Logfile Validation Information Time of activity 00 00 01 Progress 100 Type of Logfile Microsoft ISA Server ISA Format Path Current File Al files have been checked Valid Files 1 Status Validation process complete Click Next Button to continue 10 Logfile Validation should occur When the process is complete click Next NOTE If there is a problem or error with Logfile Validation the screen will indicate that an error has occurred In this case click on the Back button to double check your configuration selections and make needed adjustments 11 You should see the successful configuration message shown below and have the option to exit or create another configuration by clicking on a hyperlink NOTE If you modified a previous configuration you must go to the Logfiles Revalidate screen to validate your logfiles Logfiles Setup Name This Logfile Configuration Status Logfile configuration was successful Name Microsoft ISA Server 12 To exit click on Close Window Copy
58. E for Linux Users In order for PDF reports to work on Linux installations the following libraries and all of their dependencies are required 1 X11 libraries 2 Font Configuration libraries Run the following two commands which will install the above libraries if they are not already installed 1 yum install libXrender so 1 2 yum install libfontconfig so 1 7 Select the Report Type nteractive or Read only NOTE Interactive reports can only be run against data imported into the Wavecrest Database They can not be used when running reports against the raw logfiles For steps on how to use the Wavecrest Database and its advantages see Section 3 8 Choose the ID Type to be displayed 9 Select the Classification Policy you d like to use for the report Default is the policy you have set at the Category Setup Classification screen and No Classification means that no classifications will be displayed in the report Classification Policy Name Categories Classification Science Neutral Search Engines Acceptable SharewareFreeware Unacceptable M Shipping Acceptable Shopping Unacceptable Social Networking Unacceptable M Society and Culture Unacceptable v Sports Unacceptable M Categories Classification Agriculture Neutral v Anonymous Public Proxy Unacceptable Auction Classified Unacceptable Y Categories Classification IP Address Neutral v Insurance Acceptable Internet
59. EE WAVECREST COMPUTING www wavecrest net Welcome to the Administrative Manual for Cyfin Reporter Cyfin Reporter is a scalable log file analyzer that reads your Web use logfiles and turns them into easy to read reports on employee Web use This manual covers detailed instructions for all of Cyfin Reporter s features It is up to you the administrator whether to use the basic or advanced functionality of Cyfin s features If you have an earlier version of the product it is recommended that you update to the latest version However if you are not quite ready to update and depending on how long ago it has been since your last update many instructions covered in this manual may still apply to your version of the product Structure and Use The manual is structured in the order that is recommended for setting up the features However you can always start with using the basic setup of the product covered in the Get Started section of the manual and later use the more advanced features when you are ready With the exception of a few sections that have a required setup screen you do not have to read each section from beginning to end You are welcome to skip around to find instructions for the features that are important for your organization s use Some of the key things you will find instructions for in this manual are how to a Run summarized and detailed reports Classify categories based on your company s Internet usage policy S
60. Logfile can be used to generate reports a Invalid Logfile has a problem or is not compatible with report request a Pending Validity has not yet been determined i e current file has not been read yet 3 1 3 Revalidate Logfiles This feature requires minimal use and instruction If the product has not had a problem reading your configured logfiles all logfiles should be valid and you will not have to use this feature If for any reason some logfiles are invalid you should go to the Logfiles Revalidate screen There the product will re examine any and all invalid logfiles that were included in a configuration and may validate those that were previously invalid NOTE For a logfile to be valid it must contain some Web use data i e it cannot be empty In some cases the logfiles are invalid because the configuration is incorrect If this is the case you must fix the configuration in the Logfiles Setup screen Once you have done so you need to go back to Logfiles Revalidate so that logfiles can be revalidated based on the revised configuration If your logfiles are still invalid contact our technical support team Our support team is available Monday Friday 8 00 am 6 00 pm Eastern Time and can be reached by phone 321 953 5351 or email support wavecrest net Copyright 1996 2011 Wavecrest Computing All rights reserved 41 3 2 Data Manager The Data Manager features two special purpose databases
61. Naming Context Valid Naming Contexts DC Wavecave DCslan Back Net e 8 Select the Valid Naming Context and click Next Copyright 1996 2011 Wavecrest Computing All rights reserved 17 Active Directory Setup Type of Grouping Group Type Company Department Fields OU Permission Group No Grouping 9 Select the proper grouping type such as O or Department and click Next Setup Active Directory Select Groups User Groups Account Operators Accounting Department Administrators Backup Operators Builtin Administrators Domain Admins Enterprise Admins Distributed COM Users Test AD access Place all IDs from unhighlighted groups into Ungrouped IDs If you selected Fields you will se the following screen to Map Fields to Groups Map Fields to Groups Type in field names for group location Fields Enterprise Place users that do not contain all configured fields into Ungrouped IDs 10 Select the groups to be imported by clicking on them so they are highlighted If you want to select multiple groups hold down the Ctrl key and click on the groups you want imported If you chose to Map Fields to Groups manually type in the name of each field To add a new field simply click the green plus icon NOTE If you do not highlight any User Groups all Groups and IDs will be imported This is the preferred option if you want all new Groups and IDs imported
62. PFPP May 25 2009 8 AM May 29 2009 5 PM vits Timeframes Select Custom Timeframe w Ma 25 2009 EE JAM cera 5 MIPM vlet 3 Use the Metrics pull down to change the metric you are viewing 4 Use the Timeframes pull down to select a different timeframe 5 If you want to drill down to more detailed data on a particular user or category simply click on the bar for that user or category and a User Audit Detail or Category Audit Detail for categories report will automatically be generated for that user or category and the timeframe you have selected on the Dashboard NOTE If you have an Array configured you will also see a Data Configuration option This allows you to chart only the data from the selected server in your array Copyright 1996 2011 Wavecrest Computing All rights reserved 73 5 2 2 Trend Reports Trend reports allow you to view a selected user group category classification or traffic data in hourly or daily increments for the specified timeframe i e last 24 hours yesterday last 7 days last week or last month 5 2 2 1 Users 1 Go to Trend Users 2 Inthe Select User text field enter in the ID or full name of the person you want to report on As you type you will begin to see a selection of IDs and names If you see the ID or name that you are looking for you can select that user 3 Click Update Chart and the chart will automatically load with the default metric of visits
63. Report Select Report Delivery Email Report s to Group s Recipient s v Report Format HTML Report Type Read Only 1 Classification Policy Default Add Abuse Thresholding Disable Enable Hits Visits Visits Only does not include jpg gif etc M URL Details Single line URL g Data Configuration 4 y Timeframe Last Week e g Mar 13 2011 12 00 00 AM to Mar 19 2011 11 59 59 PM Create new filter v When To Run Hour of Day 12 wlam Day of Week Sunday v Groups and IDs F Selected Groups Selected IDs charlie 4 Inthe Report Name field type in a name for the report NOTE If you do not give the report a name it will be given a default name Copyright 1996 2011 Wavecrest Computing All rights reserved 99 5 For Report Delivery use the pull down arrow to choose how the report will be delivered For scheduled reports you can have the report emailed to the group s recipient s or saved to a directory that the group s recipient s can access You also have the option to enter one or more email addresses to receive the report If you select this option a text box will appear where you can enter them If you are entering more than one email address separate each with a comma or semicolon 6 Select a Report Format HTML or PDF NOTE ff you select PDF you will only have the option to get a Read only report selected in the Report Type below NOT
64. Report is emailed to a recipient or saved in the directory the recipient will receive a link or two links depending on your server settings to the report lick on the link below to retrieve the report with the following information Type of Report Site Analysis Created By admin Your Company Name Goes Here Server Alias Name Cyfin Reporter Current Date Time Apr 25 2007 9 56 45 AM Thresholding Disable Group Enterprise IDs All IDs Report Start Date Time Sep 1 2004 12 00 00 AM Report Stop Date Time Nov 30 2004 11 59 59 PM If for any reason the link does not work please contact your administrator 2 To open the report click on the appropriate link You will then be asked to enter a password to retrieve the report The default password is password This password can be changed on the Advanced Settings Report Settings Interactive Reports screen Authentication Required A password is required to view this report If you do not know the password please contact your administrator Enter Password eescece Copyright 1996 2011 Wavecrest Computing All rights reserved 103 3 If you received a Site Analysis report it would appear like the report below Top Users or Workstations Activity i DownloadTime Visits 0 161 351 322 703 1 143 18 80 19 11 04 55 09 322 703 1 i 322703 2 131 190 1 126 9 22 28 21 286 167 lt 1 VE 286 167 3 143 18 63 2 9 06 07 18 266 546 lt 1 VE 266 546 4 455 124 113 1
65. Thresholding Disable Enable Data Configuration Ajj v Timeframe Select Custom Timeframe M Feb 01 2011 E12 YJAM em Feb 28 2011 E 12 VJ AM Mle Create new fiter M sonic a Groups and IDs Le Selected Groups 8 Selected IDs Enterprise Rese Copyright 1996 2011 Wavecrest Computing All rights reserved 80 4 For Report Delivery use the pull down arrow to choose how the report will be delivered You can choose to wait for the report have it emailed or saved to a directory NOTE If you choose Enter Other Email then a new box will appear below the delivery options box to enter in the email address es Separate multiple email addresses using a semicolon Select a Report Format HTML or PDF NOTE ff you select PDF you will only have the option to get a Read only report selected in the Report Type below NOTE for Linux Users In order for PDF reports to work on Linux installations the following libraries and all of their dependencies are required 1 X11 libraries 2 Font Configuration libraries Run the following two commands which will install the above libraries if they are not already installed 1 yum install libXrender so 1 2 yum install libfontconfig so 1 6 Select the Report Type nteractive or Read only Read more about Interactive reports below NOTE Interactive reports can only be run against data imported into the Wavecrest Database They can not be used when running reports agai
66. al Report Progress Request Information Type of Activity Site Analysis ID Type Login P Timeframe Dec 6 2004 12 00 00 AM Dec 8 2004 11 59 59 PM Delivery Type Wait For Report Progress Time of Activity 00 00 25 Currently Data gathering Progress EE 8 Status Data gathering for 04120722 LOG When this report is completed it will be presented in this browser window 8 After your report finishes click on the All IDs link that will be displayed A sample portion of the Site Analysis report is shown below The Site Analysis report will show you total visits by classification category and by user per category Transportation Acceptable ID Name Download Visits 0 i 6 1 mm03 6 46 i a 2 patrick 430 DE 3 minh 323 DE Totals 5 13 User News Groups Acceptable ID Name Download Visits 0 2 5 Ti 1 af26 15 5 22 DE 2 alicew 09 313 DE 3 3 nancy 09 313 D 3 4 carolyn 06 2 9 D 2 5 haroldb 06 2 9 2 9 View your report and verify that you see user IDs along with categorized Web activity NOTE If you only get activity on IP addresses you most likely need to configure authentication on your network to see login names If your configured logs do not contain login names due to a lack of network user authentication then you will only get data on IP addresses until unless you start authenticating login names From that point forward you ll be able to use Login Nam
67. also delete a previously selected Maximum IDs policy by clicking on the Delete button 4 Assign Group s to the policy This step is optional You can create a policy and assign Group s at a later time If you wish to apply a universal policy to all users select Enterprise 5 Type in the Maximum Number IDs you wish to appear in reports This must be a number between 1 and 250 The default is 25 6 Click Submit to apply your changes Copyright 1996 2011 Wavecrest Computing All rights reserved 70 5 1 7 Report Style This screen lets you choose the style in which you want your reports to be displayed 1 Go to Advanced Settings Report Settings and click on the Report Style link Advanced Settings Report Settings Report Style Choose a Report Style Select default v Reset 2 You can choose from two report styles classic and default Use the View button to review each style and then Select the style you prefer 3 Click Submit to apply your selection 5 1 8 Advanced Options The advanced options screen offers the following options for your reports Check For New Logfiles Before running a report the product will check for any new logfiles This option is selected by default Compress Reports For Email This compresses the report attachment for read only reports in an email as a zip file Display Login Name and IP Address Select this option if you want to see both the login name and IP a
68. ame for the custom report Using the pulldown select the Type of standard report which you want to base your custom report Select which sections of the Wavecrest standard report you want displayed in your new custom report by checking each checkbox to the corresponding section Click on the Preview link to review a sample of what the custom report will look like when run Click Save to save the custom report Copyright 1996 2011 Wavecrest Computing All rights reserved 5 6 2 Manually Run a Custom Report 1 Go to Reports Manual You may also go to Reports Schedule and click on the Create link if you wish to create a scheduled custom report NOTE Regardless of where you create a custom report through Reports Manual or Reports Schedule the custom report will be available in both areas 2 Select Custom Reports in the Selection pulldown Reports Manual Custom Standard or Custom Reports Selection Custom Reports Ml Custom Reports Name Owner Custom RepotB Z admin Custom RepotA Z admin Custom Repote Z admin Create new custom report 3 Click on the report name link to run the report Reports Manual Custom Report A Site Analysis Settings Select Report Delivery Wait For Report Report Format Report Type Read Only ID Type Login Names M ID Presentation anonymous IDs Abuse Thresholding Disable O Enable Timeframe Select Custom Timeframe v
69. and click on the System Status link Help System Information System Status CyBlock Proxy Primary Server Status Overall System Status Retr Quick Link Dashboard Copyright 1996 2011 Wavecrest Computing All rights reserved 137 8 4 4 2 Server Information Server Information provides important items of information about the product s application server Included are the type and version of application server type of proxy server or firewall installation directory path virtual memory size license information report language etc Several of these informational items are derived from one time Setup actions Others were developed during the installation process To view your Server Information go to Help System Information and click on the Server Information link 8 4 4 3 Check URL This feature can be used to check the category of any URL in the product s configured list s It is particularly useful after you create a custom category It enables you to verify that the URLs you entered in the custom category have been correctly assigned to that category 1 Go to Help System Information and click on the Check URL link 2 Enter the URL you want to check 3 Click Submit and the other fields will fill in with information about the URL Help System Information Check URL This feature can be used to check the category of any URL in the product s configured list s To do this sim the URL was found will be returned
70. anges to any of your configurations use the pull down arrow select the configuration that you want to change and click Next Make your changes where needed Make sure you go through the entire wizard to submit your changes 13 Now you must configure the connection to your Directory Server Active Directory Setup Directory Setup Directory Server s rv r company com Login Distinguished Name 9 6 Ma N Administrator Password Optional Setup Ifyou select to configure Active Directory using an SSL certificate you must complete these SSL Configuration Setup Instructions first SSL Connection 14 Enter your appropriate information in the following fields Directory Server Login Distinguished Name and Password 15 Select the check box for SSL Connection 16 Click Next 17 Both Connection Status and Authentication Status indicators should appear green If both are green click Next If either status is red click Back and double check your Directory Setup settings Copyright 1996 2011 Wavecrest Computing All rights reserved 21 Setup Active Directory Select Naming Context Valid Naming Contexts DC Wavecave DC an w 18 Select the Valid Naming Context and click Next Active Directory Setup Type of Grouping Group Type Company Department Fields ou Permission Group No Grouping 19 Select the proper grouping type such as O or Department and click Next Setup
71. anizations Online Meetings Online Storage Other P2PFile sharing 10 Type in a name for your new classification policy FERR Ta Acceptable __ Mi Acceptable Vi Unacceptable M Acceptable Acceptable Neutral Neutral Neutral Acceptable Unacceptable wa Acceptable M lt Unacceotable Vv SharewareFreeware Shipping Shopping Social Networking Society and Culture Sports Spyware Malicious Stock Trading TVVideo Streaming Tasteless Telecommunications Transportation 9 To create a new classification policy click on the Add button You will see the below popup Copyright 1996 2011 Wavecrest Computing All rights reserved Unacceptable M Acceptable M Unacceptable v Unacceptable v Unacceptable M Unacceptable v Unacceptable Unacceptable Unacceptable v Unacceptable v Acceptable w Acceptable v 89 11 12 13 14 15 16 17 18 19 20 21 22 Using the pulldowns next to each category select a classification Click Save to save your changes If you ever want to edit a classification policy that you have created simply select that policy in the Classification Policy pulldown and click on the Edit button Make your changes and click Save If you ever want to delete a classification policy select that policy in the Classification Policy pulldown and click Delete For ID Presentation in the report you can choose t
72. ant reports that show a single user s Web access activity In cases like these user grouping is essential NOTE Although grouping by department is the most popular approach groups can be based on any characteristic or parameter that applies to the users in the workforce e g job title salary level work location etc All groups must contain at least one user in order to be reported on Augmenting the Core Grouping Arrangement The Groups and Ds core grouping capability can be easily augmented to accommodate a variety of requirements to monitor and or control Web activity by groups or users To take advantage of this capability the overall user ID population must be subdivided into logically structured groups This will take the form of a hierarchical structure under Enterprise Customized User Grouping Wavecrest products were designed with customized user grouping in mind Our products enable you to input or import the user population If desired the user population can be subdivided into a single or multi tiered hierarchical grouping structure This capability lets you set up apply and monitor different policies for different organizational units i e divisions departments geographic areas individual users etc It also lets you a use block allow settings to govern Web access Wavecrest s Cyblock products only b vary report formats for different recipients and c restrict the distribution of group level or individual user repo
73. apability can save extensive amounts of time and manual data entry These savings can be realized if network users information e g employee name employee number organizational affiliation network privileges User ID etc has already been organized and set up For example many organizations enter their computer users unique identification and security data by department into a database in an Active Directory Server or a Domain Server So long as each database record contains a unique user ID and a unique group department designator the product can import the data en masse into Groups and IDs Active Directory The use of directory services for network management purposes is common in larger organizations Microsoft s Active Directory AD is a popular example How Wavecrest Products Interact with Active Directory General Wavecrest products Groups and IDs import feature is optional functionality It can be used in conjunction with Active Directory to automatically import relevant user information from the directory into the product s Groups and IDs section create a hierarchical Groups amp IDs tree in the product assign the IDs to the appropriate groups in the tree Once you have Active Directory configuration s set up the import feature can also be used to manually import IDs into the product immediately Caution Using Active Directory to implement automated grouping is a powerful and efficient concept
74. ard In order to import Active Directory users and groups you must first use the Active Directory Setup wizard to configure your domain s After configuration is complete Groups and IDs can be imported automatically into the product on a scheduled basis every 24 hours Each time this occurs the entire Groups and IDs tree in the product will be rebuilt according to the hierarchical structure reflected in your specified Active Directory configuration if you chose to manage your Groups and IDs outside the product However if you chose to manage them inside the product only new users will be imported For step by step instructions of the wizard see Section 2 2 1 on Importing Groups and IDs from Active Directory Manual Import When a manual import occurs IDs will be imported into the product immediately The process will import groups and IDs per your specified configuration If you chose to manage your Groups and IDs outside the product all Groups and IDs will be updated according to the directory source However if you chose to manage Groups and IDs inside the product only new IDs will be imported Copyright 1996 2011 Wavecrest Computing All rights reserved 141 Semi automated Grouping Using a Text File Method General If Active Directory is not available Groups and IDs information can be imported from any database or spreadsheet that contains the proper data i e user ID and organizational assignment information Personnel
75. art of their URLs e g ford com The main site name could be at the end beginning or middle of the intranet Web site names Examples of wildcards used in such cases include a Site name ends with ford com enter ford com Site name starts with http www ford enter ford a Site name contains ford enter ford In another scenario let s say you want to leave http www ford com as Vehicles but want to re categorize any company pages in your custom category Examples of wildcards used in such cases include Site name starts with http www ford com company enter ford com company Site name starts with http www ford com company enter ford com company 10 Click Submit to add the URLs Copyright 1996 2011 Wavecrest Computing All rights reserved 60 4 3 Edit URLs in Categories You can edit URLs in both standard and custom categories More specifically you can populate any of the categories with URLs of your own choosing NOTE Your changes will override any future list downloads 1 Go to Advanced Settings Category Setup and click on the Edit URLs link Advanced Settings Category Setup Edit URLs Edit URLs Select Category Manufacturing Partners Custom URLs 2 Using the Select Category pull down menu select the category you want to edit
76. as Neutral Acceptable or Unacceptable 3 Click Submit to apply your changes The report below is an example of how classifying your categories can help you quickly see which site visits were acceptable unacceptable or neutral Visits By Classification Classification Name Download Time Visits 0 25 911 51 823 Acceptable 1 19 11 09 51 823 47 M 51 523 Neutral 1 07 18 12 37 564 34 PE 37 564 Unacceptable 15 44 03 18 881 17 D 18 8381 Totals 3 18 13 24 108 268 Note that each site is color coded based on the classification settings you made Green Acceptable Orange Unacceptable Gray Neutral Copyright 1996 2011 Wavecrest Computing All rights reserved 4 2 Custom Categories In addition to the 74 standard categories you can create several custom categories for additional monitoring Just like any other category they can be viewed be classified and have an abuse threshold Custom categories can be used for a variety of reasons e g to create a white list block additional Web sites or track employees use of company intranet sites For the appliance the custom categories accessible from the CyBlock Appliance interface are strictly for blocking purposes Custom categories accessible from the Cyfin Reporter interface are for logging and reporting purposes 1 To create a custom category go to Advanced Settings Category Setup and click on the Custom Categories link Advanced Settings Category Setup Custom
77. asswords for all products in the array must be the same 1 Go to Administration Access Accounts and click on the Modify link 2 Click on the admin Administrator link Administration Access Accounts Modify Properties Modify Properties Account Name admin Authentication Create Password eeeece Account Type Administrator Full Name Administrator Email Address first last company com Home Directory C TEMP F Groups Accounting Depart Drafting Department 31 Engineering Department 117 Marketing Department 94 S Department 90 echnical Services Department 3 3 Type in your new password in the Password field This must exactly match the password you set on the Primary 4 When you have finished making your changes click Submit Copyright 1996 2011 Wavecrest Computing All rights reserved 115 6 1 2 3 Configure a Network Account for the Product Service This step is necessary so that the secondaries can receive logfile data from the primary 1 Go into the Control Panel and open Administrative Tools and then open Services 2 Click on the product name so that it is highlighted 3 Right click on the product name and go into Properties Name Description Status A Sa Cryptographic Servi Provides th Started Web use M Started a DCOM Server Proce Provides la Started Sa Defwatch Started 4 Select the Logon tab General Log On Recovery Dependenci
78. atabase They can not be used when running reports against the raw logfiles For steps on how to use the Wavecrest Database and its advantages see Section 3 7 Choose the ID Type to be displayed 8 Select the Classification Policy you d like to use for the report Default is the policy you have set at the Category Setup Classification screen and No Classifications means that no classifications will be displayed in the report Classification Policy Name F g Categories Classification Science Neutral b Search Engines Acceptable v Categories Classification Agriculture Neutral v Anomymous Public Proxy Unacceptable v Categories Classification IP Address v Insurance Neutral v Auction Classified Banners Ads Blogs Business Services Chatinstant Messaging Construction Cults Custom Category 1 Drugs Education Entertainment Environment Unacceptable LM Neutral vj Oe o Neutral w Acceptable bs Unacceptable Neutral Vi Unacceptable v Unacceptable Acceptable l Unacceptable M Acceptable v Internet Services Job Search Legal Manufacturing Marketing Military News Non Profit Organizations Online Meetings Online Storage Other P2PFile sharing 10 Type in a name for your new classification policy FERR Ta Acceptable __ Mi Acceptable Vi Unacceptable M Acceptable Acceptable Neutral Neutral Neutral Acceptable Unacceptable wa Acceptable
79. ates to the version of your product Administration Product Update Product Updates Status MAR Te ET cmt em emer ce Version 6 0 0 0 Build 1738 Release Date Tue Aug 25 2009 2 00 47 P M Release Notes http forum wavecrest net view forum php f 32 2 The Status bar will let you know if there are any new updates or if your product is currently up to date If updates are available click on Download Now to upgrade the product Copyright 1996 2011 Wavecrest Computing All rights reserved 131 7 6 Check Product News The Product News system allows you to receive critical information on new product updates and relevant news items that may affect your Internet management policies The default news settings lets you receive news items in the product and displays the last 25 news items received You will know you have a new news item to read when the displayed yellow icon appears in the right hand corner of the interface Click on the icon to view the new news item Once you have read the news item the icon will disappear You also have the option of getting an email notification when there is new product news 1 To change your news settings go to Administration Product News and click on the Setup link Administration Product News Setup Enable or Disable News Receive News Enable Disable Hext Scheduled Download Thu Mar 25 2010 09 33 22 A M Check Now In Product Notification Displ
80. ators URL list download notifications etc 1 Go to the Setup Email screen Setup Email Email Settings Administrator s Address Email Server Name Email Server Port Use Server Alias in Email Test These Settings first last company com mailserver company com 25 Cyfin Reporter Test Submit Rest 2 Fill out the screen with the Administrator s email information 3 Click on the Test button to make sure the product is communicating with the email server 4 If it is successful then click Submit to save the configuration Copyright 1996 2011 Wavecrest Computing All rights reserved 1 7 Participate in OtherWise Otherwise is a service provided by Wavecrest that helps reduce the number of non categorized sites By participating in Otherwise the top non categorized site data will be sent to Wavecrest site analysts This data does not contain usernames and is held in strict confidence For more information on Otherwise and Wavecrest s privacy policy please see Wavecrest s Otherwise Program amp Policy in Appendix D 1 Go to the Setup Otherwise screen Setup Otherwise Participate In Otherwise Otherwise is a service provided by WWavecrest that helps reduce the number of no data will be sent to Vavecrest site analysts This data does not contain username Wavecrest s privacy policy please see VWavecrest s Otherwise Program amp Policy Enable O Disable
81. ay All news v Display Last 25 news items Email Notfication Email All news v Recipient admin company com 2 If you do not want to receive news through the product you can choose to disable it by clicking on the Disable radio button NOTE If you decide to disable product news you must remember that only the administrator will receive these critical updates via email Critical news items will also be posted on the technical support forum 3 The Next News Download is the date and time that the product will automatically check for new news If you want to check for news immediately click the Check News button 4 Select whether you want notifications for All news or only Critical news 5 You can also choose how many news items you want displayed when viewing your news Use the pull down arrow to make your selection 6 Select whether you want to receive email notifications for any new product news You can select to receive notifications for All news Critical news or Do not email news 7 The Email Address is the administrator s email configured at the Setup Email screen 8 Click Submit to apply your changes Copyright 1996 2011 Wavecrest Computing All rights reserved 132 To view your news 1 Go to Administration Product News and click on the Viewer link Administration Product News Viewer 25 Last News Items 4 Aug 18 2009 4 01 51 PM Categorization Update for YouTube 2
82. chete Currier Chet Location cf127 Faubion Christine chads9 Sitler Chad 3 Click Submit and the product will retrieve the settings for that user Advanced Settings Groups and IDs Edit Find Find ID Enter ID or Full Name ID Name charlie Full ID Name Brown Charlie J Location Enterprise Accounting Department Email Address es Default Save Directory Default Abuse Thresholds Default Display Categories Default Maximum IDs Default JL Close Window _ Copyright 1996 2011 Wavecrest Computing All rights reserved Data Management is a key feature of this product With Data Management you can manage your Web use data from your configured logfiles or import your logfiles into the optional use Dashboard high level and Mass Storage low level databases and manage your data there Even though the databases are an optional use feature they must be enabled if you choose to use the Dashboard and Interactive Reporting see Section 5 It is highly recommended that you use the Data Manager if you have large amounts of Web use data Before getting started with Data Management you should have completed the Get Started section of this manual If so you will have already configured your logfiles Of course you can always come back to the logfile configuration instructions in this section if you need to change or add a configuration In managing your logfile data this section will show you h
83. ct running Once you have completed the product setup you need to understand the product s grouping structure which is discussed below The product consists of a core grouping structure for Groups and IDs that can be used as is or expanded to fit your organization and its policies The core structure cannot be deleted or changed It contains a single top level group called Enterprise and two subordinate groups i e Ungrouped IDs and VIP Group Additional customer specified subordinate groups and or individual IDs can be added to Enterprise if desired The functions of these core groups are as follows a Enterprise The Enterprise group encompasses all monitored users specifically those Internet and or intranet users whose IDs are made available to the product For example if Enterprise is specified during the setup of a report all monitored users who accessed Web sites during the requested time frame will be included in the report This will occur whether or not the user population has been subdivided into lower level groups Ungrouped IDs This group is a subordinate subgroup to Enterprise If you don t need user grouping all users can be placed in the Ungrouped IDs group In that case there would be no need to set up additional groups On the other hand if user grouping is set up Ungrouped IDs can be used as a holding area for IDs until they can be moved into customer specified groups VIP Group This group is another s
84. ddress for each record in the report Include All Group s Users This will display a user ID even if there is no data for that ID in a User Audit Detail or Category Audit Detail report Maximum Hyperlinked URLs Enter the maximum number of hyperlinked URLs you want displayed in an audit report 1 Go to Advanced Seitings Report Settings and click on the Advanced Options link Advanced Settings Report Settings AdvancedOptions Select General Advanced Options Check For New Logfiles Compress Reports For Email Select Audit Report Advanced Options Display Login Name and IP Address Include All Group s Users 2 Select the check box for any of the advanced options you would like to enable 3 Click Submit to save your changes Copyright 1996 2011 Wavecrest Computing All rights reserved 71 5 2 Dashboard Reports The Dashboard Reports allow you to get a quick overview of the Enterprise s Web activity several different ways The Dashboard consists of of three sections Home Provides an overview of the Enterprise s Web activity Top Provides reports on the top users groups categories classifications and sites by visits hits or bytes Trend Provides trends on the users groups categories classifications or traffic you specify NOTE To print any of the charts simply click on the print icon in the top right had corner above the chart 1 Before opening Dashboard reports you must enable
85. delete Reports Schedule Delete Scheduled Reports Brown Charlie Weekly Report Submt J Reset 3 Click Submit to apply your deletions 5 7 3 Run a Scheduled Report This option allows you to run a scheduled report at any time 1 Go to Reports Schedule and click on the Run Now link Reports Schedule Delete Scheduled Reports Brown Charlie Weekly Report Submt Reset 2 Click on the report you wish to run and it will begin processing Copyright 1996 2011 Wavecrest Computing All rights reserved 102 5 8 Using Interactive Reports Interactive Reporting allows users to drill down and get more detailed information on employees Web use by simply clicking on a report s elements For example from a high level report such as Site Analysis you can simply click on an ID Name and a User Audit Detail report will automatically begin running on the user They are also delivered differently For example instead of receiving an attachment of the report recipients will receive a link A password is needed to retrieve the reports because they are password protected To use Interactive Reporting you must enable the Wavecrest Database Interactive Reports can only be run against data imported into the Wavecrest Database They can not be used when running reports against the raw logfiles For steps on how to use the Wavecrest Database see Section 3 1 When an Interactive
86. e Unacceptable Totals Copyright 1996 2011 Wavecrest Computing All rights reserved 83 5 4 Run a Detail Audit Report Detail Audit reports or low level reports are designed to give detailed information on individual employees Web use These reports show the actual URLs visited This section provides instructions for running a User Audit Detail report one of the more popular drill down reports A User Audit Detail report focuses on a single user Every visit made by the user is listed separately in the main body of the report and visits are listed chronologically by date and time NOTE For descriptions of all Detail Audit reports see Appendix B As indicated above for purposes of this manual we will use User Audit Detail but these instructions will work for any detail audit report you wish to run 1 Go to Reports Manual 2 Select Standard Reports in the Selection pulldown NOTE f you want to run a custom report but have not yet created one please see the section below on Custom Reports Reports Manual Standard or Custom Reports Selection Standard Reports 3 Click on the report that you would like to run Reports Manual User Audit Detail Settings Select Report Delivery Wait For Report Report Format HTML v Report Type Read Only ID Type Login Names MI Classification Policy Detaut v Add Abuse Thresholding Disable Enable Hits Visits Visits Only d
87. e Analysis Bandwidth report Description Time To Create Report Data Source Total IDs th Visits Total Visits Hits Total Kilobytes Total Denied Visits Total Legal Liability Visits Hits Classification Hame Acceptable Neutral Unacceptable Totals Category Name 11P Address Neutral 2 Hardware and Software Acceptable 3 Veb Email Unacceptable 4 News and Media Acceptable 5 Sports Unacceptable 6 Entertainment Unacceptable 7 Financial Unacceptable 8 Search Engines Acceptable 9 Shopping Unacceptable 10 Non Profit Organizations Neutral 11 Reference Acceptable 12 Internet Services Acceptable 13 Travel Unacceptable 14 Pornography Unacceptable 15 Health and Medicine Acceptable Program Downloads HitsMilobytes 1 800 397 792 Information 00 01 14 Import Data 30 481 226 169 7 2 198 516 13 334 585 1 842 710 9 648 Kilobytes Read 0 087 85 6 175 701 46 O 6175707 4 387 162 33 4397 162 2 771 720 21 NN 2 771 720 13 334 585 Kilobytes Read 0 745 718 1 491 43 1 491 436 14 Xe 1 491 436 651 538 6 S51 538 632 690 6 632 690 417 098 4 M 417 098 340 609 3 RM 340 609 329 997 3 329 997 299 577 3 M 299 577 226 708 2 226 708 213 088 2 213 058 209 019 2 209 019 195 593 2 MM 195 593 186 701 2 MM156701 166 005 2 166 005 116 978 1 116 978 106 383 lt 1 E 106 383 Copyright 1996 2011 Wavecrest Computing All rights reserved 91 5 6 Custom Repor
88. e Review Report Policies screen gives you a handy overview of your report policies You will be able to view Groups and IDs that can be reported on abuse threshold settings category classification and blocking CyBlock products only etc At a glance you will be able to quickly see if any setting is missing or needs to be changed In addition to knowing how to run reports it is important to understand several factors that affect the accuracy of reporting For more information on this topic i e data accuracy the difference between Hits and Visits and using reliable metrics see our white papers on the subject at our Web site Copyright 1996 2011 Wavecrest Computing All rights reserved 65 5 1 Report Preferences To let you further customize your reports this product contains several options that will affect how your reports will look and what information will be included in them These options are explained below 5 1 1 Language Settings This screen lets you select the language to be used in reports 1 Go to Advanced Settings Language Settings Advanced Settings Language Settings Language Set Language Language Submit Reset Chinese Simplified Dutch Netherands Dutch Netherands Antilles English English Australia English Canada English United Kingdom English United States French Geman Italian Japanese Papiamentu Nethedands Antilles 2 Select the Language that you want to be
89. e columns 1 3 and 4 in Figure 1 Only two fields are mandatory for a single tier approach These are the columns that provide user ID and immediate parent information In Figure 1 these would be columns 1 and 3 However two fields alone cannot support a multi tier approach or provide for full names in reports Column Numbers and Names Wavecrest products don t require that the columns be positioned or named exactly as shown in the example in Figure 1 As long as the proper types of information are provided other left to right positioning schemes and column names will also work Use of Full Name Although Figure 1 shows full names as well as user IDs the use of full names is optional User ID Considerations In some cases the customer s directory will be one that s used in IT to control network access MS Active Directory is a good example In such cases the directory s UserlDs will exactly match those that Wavecrest products find in the network logfiles However it s possible that a different type of LDAP based directory e g one used for HR or payroll purposes may be more suitable for Web use management purposes If this is the case it may identify employees differently than the access control directory does For example it may use employee numbers or Social Security numbers to identify employees In such cases the customer may need to insert another field in the HR Payroll directory to duplicate the user IDs found in the access co
90. e default used in the product for Download Time is set to 3 seconds This can be changed if desired Please contact Wavecrest Support for details Copyright 1996 2011 Wavecrest Computing All rights reserved 149 Enterprise A term that denotes the total set of users covered by this product If the total set is organized by the customer into a hierarchy of groups for more segmented or differentiated coverage the term enterprise refers to the top level of the hierarchy Group A collection of users who share a common characteristic In one example the users in a group all belong to a particular department of an organization or company The department name or number is the common characteristic Groups can be based on a number of different characteristics such as organizational assignment work location job classification mission or project assignment etc A group can consist of many users or it can consist of only one user In this product groups are assigned names for identification purposes if the group is a single user his or her ID is the group name NOTE Any group created in the product must contain at least one user If it does not the group will not appear the next time the product is opened Hit A typical Web page is made up of many different elements i e text images banner ads audio flash etc When you click on a URL and a Web page is being loaded in your browser each of those elements is downloaded separat
91. econdary 3 Now you are ready to begin setting up the product on your primary server Before you do this make sure that all of your secondary servers in the array have a status of Ready as shown in the image above If they do not have a Ready status the settings in the product installations on those servers will not be updated 4 As you add secondary servers each one is automatically synchronized with the Primary when added As long as the secondary servers remain active with a status of Ready they will be automatically updated to match the configuration on the Primary However if a secondary is ever down for a period of time or gets out of sync with the Primary simply click the Synchronize button 5 If at any time you want to delete a server in the array click the associated red delete button 6 1 3 2 Configure Logfiles This process will configure the product to read your logfiles 1 Begin by going to the Logfiles Setup screen Logfiles Setup Create or Modify Logfile Configuration Select Configuration Create new logfile configuration 2 Leave the default choice Create new logfile configuration in the drop down box and simply click Next Copyright 1996 2011 Wavecrest Computing All rights reserved 118 Logfiles Setup Select Logfile Type Type of Logfile Please Select Dell PowerApp Cache eBorder Server FortiGate Gauntlet Firewall IBM WTE Proxy Inktomi Traffic Server InterLock Fire
92. ed individual can then request reports Using a high level Site Analysis Report to Import IDs General Wavecrest s products can run high level reports such as Site Analysis without previously inputting the IDs of the covered users This approach automatically inputs IDs of users that were active during the specified time frame of the requested report This approach has the added benefit of producing a very useful high level screening report while simultaneously entering applicable IDs into the product All users imported in this manner are placed into Ungrouped IDs Cautionary Note To run a detailed User Audit report on a specific ID or IP address the covered user s ID must already be present within the product Methodology Using the Reports Manual menu create and run a manual Site Analysis Report As mentioned above this approach automatically inputs IDs of users that were active during the specified time frame of the requested report The imported IDs will then remain in the product for subsequent use even after the Site Analysis report is closed out NOTE If IDs have been previously inputted running the Site Analysis report will only bring in new IDs These will be placed in the Ungrouped IDs group from where they can be moved to other defined groups if such exist Copyright 1996 2011 Wavecrest Computing All rights reserved 144 High level Summary Reports 1 Acceptable Visit Report Features This report depicts Web use act
93. eframe or select Custom and set a Start Date Time and Stop Date Time NOTE f you are creating a scheduled custom report you will not have a Custom Timeframe option and you will also have to enter information for when you want the report to run If you want to filter what days and times to include in the report data use the Filter pulldown and select Create new filter You will see the below popup If you do not want to filter days or times simply select No Filter Filter f Name Work Hours hour Sun Mon Tue wed i f fol ott 12am Boa off off off off off off off off off off off off off off off off off off off off off off off off off off off off off off off off off off off off off off off off aa sam eam iE eam Foam off off off off off off 10am _ 4pm _ Spm MO _ Spm M 8pm off 0 0 off 0 Spm off off 10pm 10pm off off off off off Type in a name for the filter Select what days and times you want included on in the report and which ones you want excluded off in the report You can do this by simply clicking the boxes to toggle them from on to off Select the Group s and ID s that you wish to show in the report Click Submit to run the report Copyright 1996 2011 Wavecrest Computing All rights reserved 96 5 6 3 Modify a Custom Report 1 Go to Reports Manual You may also go to Reports Schedule and click on the Create link if you wish to create a sched
94. el Summary Report High level reports give summarized information on employee Web use They give you the information needed to locate problem areas but do not drill down to show the actual URLS visited The detail audit or low level reports discussed later give full URLs This section covers how to run a Site Analysis report one of the more popular high level reports This report depicts the same Web site visits in three different ways a Total visits by acceptability classification acceptable unacceptable neutral a Total visits by content category shopping pornography etc Total visits by user per category NOTE For descriptions of all high level reports please see Appendix B As indicated above for purposes of this manual we will select Site Analysis but these instructions will work for any high level report you wish to run 1 Go to Reports Manual 2 Select Standard Reports in the Selection pulldown NOTE f you want to run a custom report but have not yet created one please see the section below on Custom Reports Reports Manual Standard or Custom Reports Selection Standard Reports 3 Click on the report that you would like to run Reports Manual Site Analysis Settings Select Report Delivery wait For Report Report Format HTML oy Report Type interactive M ID Type LoginsIP vi Classification Policy Default v ID Presentation Anonymous IDs Abuse
95. eld will be grayed out because it cannot be used for groups Copyright 1996 2011 Wavecrest Computing All rights reserved 30 6 Complete the other fields Email Address es Type in email address es of the person or people who should receive Web use reports on the selected group Save Directory Reports will be saved to a directory of your choosing so that they can be accessed by the person or people who need to see them This field is only applicable for groups Abuse Thresholds Select a policy to apply to the selected Group or ID See Section 4 on abuse threshold policies Display Categories Select a policy to apply to the selected Group or ID See Section 5 on display category policies Maximum IDs Select a policy to apply to the selected group See Section 5 on maximum ID policies 7 Click Submit to add the group and settings Copyright 1996 2011 Wavecrest Computing All rights reserved 31 2 3 2 Add an ID 1 Now we will add an ID to the group that was just created You will remain at the Groups and IDs Edit Add screen Advanced Settings Groups and IDs Edit Add Select Groups and IDs er Groups 9 Selected Group s IDs Enterprise 475 lyce Mark ly Accounting Department 46 ustir Drafting Department 31 Engineering Department 117 Marketing Department 94 Sales Department 90 Technical Services Department 9 Ungrouped IDs 3 VIP 1 Add Group or ID Ty
96. elections lie M 2 Check the radio button in the Choice column that corresponds to the appropriate amount of memory to be used keeping in mind your available RAM 3 Click Submit to apply changes or click Reset to reload previous values 4 After you click Submit you will receive a popup asking whether you would like to restart the service Your memory setting changes will not take affect until you restart the service Copyright 1996 2011 Wavecrest Computing All rights reserved 111 6 1 1 6 Enable the Data Manager The Data Manager must be enabled when using an array configuration NOTE If this is not a new installation and you already have this feature in operation you can move on to the next step 1 Go to Logfiles Data Manager and click on the Enable link 2 Select the Enable radio button to enable the Data Manager Logfiles Data Manager Setup Manage Your Log Data Enable By enabling the Data Manager logfile data will be impor reports will be created much faster With the Data Ma applications NOTE If reporting on past time periods older than 24 Disable With the Data Manager disabled reports will be run ag will not be an option to export data to external applicati The Data Manager is enabled Submit Reset 3 Click Submit A screen containing instructions for importing your logfile data will pop up At this time you will not have any logfiles to import You m
97. ely As a result clicking on a single URL can generate multiple logfile entries one for each element downloaded Each of these downloads represents a hit On average 70 of all hits are elements downloaded as a result of a user clicking on a hyperlink Put another way a hit count represents all elements downloaded during a user s session but this has no direct correlation to the number of Web pages the user actually requested or visited To present the most accurate representation of the level of human Web use activity this product distinguishes extraneous hits from actual clicks i e visits Please refer to the definition of Visit for more information on this subject ID Alogin name or IP address that this product uses to identify users Import Data As used in current versions of this product and its documentation the term Import Data refers to the product s optional use internal database which when enabled can automatically retrieve and store logfile information in a more compressed and organized format The chief advantage of this approach is greatly reduced report generation time compared to report generation processes that read logfiles directly LDAP Lightweight Directory Access Protocol LDAP An interoperability standard for deploying directory based applications and solutions As used in this product and its documentation the term LDAP generally refers to the product s ability to import user ID information automat
98. ent The reporting feature of this product is dependent on the logfiles This section covers instructions on viewing your logfiles and managing the product s Data Manager The Data Manager compresses logfiles allowing for faster reporting and long term storage The data can also be exported to other applications Copyright 1996 2011 Wavecrest Computing All rights reserved Section 4 Web Policy Support Wavecrest s products were built with customizable Web policy support settings to fit any organization s needs This section will walk you through classifying categories creating custom categories and setting abuse threshold policies Section 5 Reporting There are several customizable reports available in the product and the option to use Interactive or Read only reports Interactive reports allow you to drill down from a higher level report to get more detailed Web use data This section shows you how to create high and low level reports schedule reports to run automatically use interactive reporting the Dashboard and set report preferences Section 6 Advanced Configuration For those organizations that require an array configuration this section gives instructions for how to set this up and maintain all product installations within your array Section 7 Administrative Features This section contains instructions on various other administrative features including how to create administrator and operator accounts scheduling
99. eport is very useful for quick look determination of whether or not Web access abuse is taking place in a particular category e g pornography If the information tells you that a true problem exists you can drill down deeper and pinpoint the source via a Category Audit Detail Report or a User Audit Detail Report 10 Site Audit Detail Report Features This report focuses on specified Web site s by either hits or visits Every hit or visit made to the specified URL s are listed separately by user Hits or visits are listed chronologically by date and time Information included for each hit or visit consists of the user category and full URL Benefits Management has a complete yet concise view of all users that visited the specified Web site s This information can be used for personnel appraisal purposes usage audits etc 11 User Audit Detail Report Features This report focuses on a single user Every visit made by the user is listed separately in the main body of the report Visits are listed chronologically by date and time Information included for each visit consists of the site s category and full URL A summary total of visits by category is also provided Benefits Management has a concise but complete view of every URL the user has clicked This information can be used for personnel appraisal purposes usage audits etc 12 User Audit Summary Report Features This report lists all the Web sites visited by a single user duri
100. eports from raw logs or the Data Manager There are several advantages to importing the raw log data into the Data Manager The Data Manager compresses the logfile data which increases the reporting speed dramatically allows you to export the data in xml or csv formats for use in other applications and allows you to use the Dashboard and Interactive reporting To learn more about the Data Manager and for instructions on how to enable it see Section 3 Will you apply classification ratings to your categories The product offers three different classification ratings that can be applied to each category They are acceptable unacceptable or neutral You can choose to have these ratings appear in your Web use reports making it easy to quickly identify when Web abuse has occurred In reports you also have the option to create multiple classification policies and select which one you want to apply to the report you are currently running or scheduling For instructions on setting default classification ratings see Section 4 and for instructions on creating classification policies for reports see Section 5 Will you incorporate abuse thresholding This is another feature that allows you to quickly identify Web abuse in reports Abuse thresholding allows you to set the number of allowed visits to each category by the individual user group or entire enterprise If that threshold is ever exceeded this will be displayed via a red bar in the repo
101. er Database Settings Server Enter server Port 3306 Username Enter username Password ee Bulk Insert Folder Enter unc directory to create bulk insert files 5 Enter the Server Port Username and Password for your MSSQL database 6 Type in a UNC path for the Bulk Insert Folder and click Next Copyright 1996 2011 Wavecrest Computing All rights reserved 48 Logfiles Data Manager Database Test Results Server Connection Bulk Insert Folder 7 You should get green Ready status indicators If so you can go ahead and click Next Logfiles Data Manager Database Name This Database Configuration Hame D atabase 8 Name the database configuration and click Finish 3 2 2 2 Mass Storage Low Level Database With the Data Manager Settings screen you can choose a location to store the imported data It also lets you choose whether or not to receive email notifications of suspected data errors if they occur during the import 1 Go to Logfiles Data Manager and click on the Settings link Logfiles Data Manager Settings High Level Database Current Database Derby Modify Database Low Level Database Wavecrest Database Location Hotify Admin of Errors C Program Files Wavecrest Cyfin we cf db Enable Disable 2 Type in the path or use the Browse button to select the Database Location 3 Choose whether or not to receive email not
102. er of visits allowable within a 24 hour day Refer to Visit and Hit definitions to get a better understanding Acceptable Use Policy AUP A customer s set of guidelines and restrictions governing employees access to the Internet and or organizational intranets and extranets Access Accounts Accounts that grant access to the product for functional or administrative purposes Two types of accounts are available Administrator and Operator Administrators have full access to all functional and administrative features Operators can only create and retrieve reports Attributes Configurable settings and or features within the product that perform specific Web policy support and report preference functions See also Web Policy Support and Report Preferences Category A set of URLs with similar content Examples include shopping sports pornography entertainment financial etc Classification An appropriateness rating assigned to a category i e Acceptable Unacceptable or Neutral Customers specify the classifications Denied A term that refers to a failed attempt to access a Web site For the most part this occurs because the user is not authorized to access the site i e his access has been blocked However a denied indication can also be caused by technical anomalies e g page not found by server etc Denied Hits A denied hit is any type of viewable or usable data transmission that is triggered by a vis
103. es Log on as Local System account This account ismith yourcompany lan Password 000000000000 Confirm password 000000000000 You can enable or disable this service for the hardware profiles listed below Hardware Profile Service Profile 1 Enabled 5 Select the radio button for This Account and enter a valid network account with read and write permissions 6 Click Ok 7 Inthe Services window right click on the product again and Restart the service Copyright 1996 2011 Wavecrest Computing All rights reserved 116 6 1 2 4 Set up Memory Settings You must configure the maximum amount of memory that the product will use to perform its operations The Memory setting helps optimize overall system performance and precludes unnecessary degradation of system speed The default setting on new installs is 256MB We recommend that you set the memory to be at least half of the available RAM on the machine If you start to meet your memory threshold the product will notify you to increase your memory setting NOTE For optimal performance we recommend that you choose the setting that is approximately half of your available memory RAM 1 To set your memory go to Setup on the menu and then click the Memory link Setup Memory Memory Settings Please setthis product s virtual memory to one of the following selections 11GB M 2 Check the radio button in the Choice column
104. es as the ID Type in reports Copyright 1996 2011 Wavecrest Computing All rights reserved 124 This section covers additional administrative features to be used and maintained by the product s administrator Before getting started on this section be sure to complete the Getting Started section of the manual first It contains vital instructions that need to be completed before moving on to creating accounts or scheduling the download of the URL list Administrative Features includes instructions on how to Create Modify and Delete Administrator and Operator Accounts Instructions on how to manage administrator and operator accounts Download the URL List Covers how to manually download the list and schedule it for download daily a Download Product Updates Instructions on how to check for updates and download them when needed Check Product News Learn how to read product news and change the settings As mentioned previously in Reporting assigning operator accounts to those that need reports regularly can save IT administrators considerable time and effort Individuals with operator accounts can access the product but only via a limited menu that lets them run reports on the groups and users that they have been authorized to review They cannot make or change administrative settings It is important to maintain the latest downloads of the product s URL list and upgrades Keeping the list current and preventing it
105. et abuse thresholds a Increase reporting speed with the optional internal database You will find that there are numbered step by step instructions with screen shots for each process The instructions will guide you through the menu and the screens You will find menu options listed like the example below Advanced Settings Groups and IDs Throughout the manual you will also see a number of Notes and Cautions imbedded with the instructions Pay close attention to these as they usually contain important exceptions to the instructions Cautions will apply to everyone but Notes may or may not apply depending on your network and or how you plan to use the features Organization for this Manual Section 1 Get Started This section covers all the basic setup steps you need to complete to get the product up and running This includes installing the product configuring your logfiles downloading the URL list and running reports Section 2 Groups and IDs In this section you will learn about the product s core grouping structure and the several ways that you can use grouping This includes importing Groups and IDs from Active Directory or a text file setting up scheduled imports and manually adding your Groups and IDs Even if you do not want to use grouping you will want to read the Introduction to this section as you will still need to understand the core grouping structure and how to import or add IDs Section 3 Data Managem
106. ff off off off off off off off off off off off off off off off off off off off off off off off off off off off off off 4am 5am off off off off off off off 6am 0 off off off off off off 9am 10am on 10am 8pm off off off 0 Spm off off 40pm 10pm off off off off Type in a name for the filter Select what days and times you want included on in the report and which ones you want excluded off in the report You can do this by simply clicking the boxes to toggle them from on to off Select the When To Run time for the report Copyright 1996 2011 Wavecrest Computing All rights reserved 101 25 Select the Group or ID that you wish to show in the report CAUTION You cannot run a User Audit Detail report on the Enterprise group You can run the report on other groups but remember that this means a user audit detail report will run on each user in the selected group 26 Click Submit to set the report to run at its scheduled time 5 7 1 Modify Scheduled Reports 1 Go to Reports Schedule and click on the Modify link 2 Click on the scheduled report you wish to modify Reports Schedule Modify Scheduled Reports Brown Charlie Weekly Report 3 Make your modifications and click Submit to apply your changes 5 7 2 Delete Scheduled Reports 1 Go to Reports Schedule and click on the Delete link 2 Select the radio button for the report you wish to
107. ftware identifies and categorizes Overview of the OtherWise Process How does OtherWise work On a voluntary basis participating customers simply enable the product to automatically send non categorized site data to Wavecrest headquarters on a weekly basis Customers can select the day of the week and the hour of the day that the data will be processed Our personnel then research identify and categorize the most popular of the unidentified sites and update the Wavecrest URL List categorization database accordingly We update the list daily After the customer downloads the daily list update the sites in question will be identified and categorized NOTE No usernames are included in the data sent to Wavecrest Dealing with Intranet and Extranet Sites We occasionally find that many of the URLs included in the OtherWise data represent the customer s internal intranet and possibly extranet sites Because we cannot access these sites we cannot research and categorize them Consequently we may return a list of these particular sites to the participating customer and suggest that they enter them into one or more custom categories which they can create themselves Cyfin and CyBlock permit the establishment of custom categories which customers can use to track Web use activity involving sites that are of particular or unique interest to them only intranet sites are the most common of such sites Results Customers that use our highly pers
108. g www amazon com and directory or file name e g index html User A computer user whose access to Internet and intranet Web sites is monitored by this product For reporting and or filtering purposes the user s ID must be available to the product via logfiles or other means e g importation from an LDAP based directory or a manual entry process VIP Group A built in group that is used by administrators to exclude certain individuals VIPs from reports When an ID is assigned to this group his or her Web use activity will not appear in reports Visit The act of clicking on a URL or hyperlink to request that a Web page or other object be downloaded The typical Web page contains many different elements that are downloaded separately Refer to Hit for complete understanding To gauge the level of Web use activity this product emphasizes Visit counts Unlike Hits Visits counts how many Web pages a user actually requested not all the elements downloaded as a result of those requests Put another way a hit count represents all elements downloaded during a user s session but this has no direct correlation to the number of Web pages the user actually visited or attempted to visit In sum to present the most accurate representation of the level of Web use activity this product distinguishes between extraneous hits and actual clicks Furthermore this product has an optional visit filter that is enabled by default Visit Filter Feat
109. ger Database Select Database Manufacturer Options Derby v 4 Ascreen notifying you that the next steps are optional will appear If you want to proceed click Next Logfiles Data Manager Database Enter Database Settings Database Location C Program Files Wavecrest Cyfin we cf db Bulk Insert Folder C Program Files wavecrest Cyfin wc cf db plugin 5 Change the Database Location and or Bulk Insert Folder location and click Next Copyright 1996 2011 Wavecrest Computing All rights reserved 43 Logfiles Data Manager Database Test Results Database Location Bulk Insert Folder 6 You should get green Ready status indicators If so you can go ahead and click Next Logfiles Data Manager Database Name This Database Configuration Hame Database 7 Name the database configuration and click Finish 3 2 2 1 2 MySQL Configuration The initial below instructions are for creating a new MySQL database If you already have a MySQL Server database created you may proceed to the Connect to MySQL Server steps 3 2 2 1 2 1 Allocate Memory to Database 1 Go to the C Program Files MySQL MySQL Server 5 x folder and open the file my ini in Notepad This could also be called my cnf on some systems 2 Edit the file by changing the innodb buffer pool _ size near the bottom of the file value to 50 of your RAM This is the recommended minimum For example if your com
110. gin importing data If you have large amounts of data you may want to schedule the import data process to run when Web traffic is low 5 Using the pulldown menu select if you want to Import Logfiles from the ast 24 hours or If you want to import all logfiles 6 Click Submit to apply your changes Copyright 1996 2011 Wavecrest Computing All rights reserved 51 3 2 4 View Data This is a display only feature It displays the Data Manager s imported logfile data For each import data configuration this screen displays the Configuration Name Type of Logfile and Path For each individual logfile it displays the Log Name Imported Start Time and Imported Stop Time 1 To view your logfiles go to Logfiles Data Manager and click on the Import Data link Then click on the Viewer link Display Selection Choose Configuration Microsoft ISA Server MSDE DatabaseX1 View last 1Week Microsoft ISA Server MSDE Database 1 Type of Logfile Microsoft ISA Server MSDE Database Log Name Imported Start Time Imported Stop Time ISALOG 20090818 _WEB_000 Aug 18 2009 4 39 30 PM Aug 18 2009 5 06 13 PM ISALOG_ 20090819 WEB_000 Aug 19 2009 10 49 41 AM Aug 19 2009 5 52 03 PM ISALOG_20090820_WEB_000 Aug 20 2009 11 07 01 AM Aug 20 2009 5 53 10 PM ISALOG_20090821_WEB_000 Aug 21 2009 9 21 43 AM Aug 21 2009 5 51 40 PM ISALOG_20090822_WEB_000 Aug 22 2009 1 04 46 PM Aug 22 2009 5 46 10 PM ISALOG_20090823_WEB_000 Aug 23 200
111. he shared network drive in the Wavecrest Database Location field 3 Choose whether or not to receive email notification regarding import data errors Use the radio buttons to Enable or Disable this feature 4 Click Submit to apply your settings NOTE Only for Smartfilter customers if not ignore this step Change the supplemental URL list directory This path must be a shared UNC location Manually configure it on the Administration URL List Supplemenial List screen Copyright 1996 2011 Wavecrest Computing All rights reserved 113 6 1 2 Designate and Set up Secondary Servers Be sure to follow each step in this section for every secondary server install 6 1 2 1 Install the Product on the Secondary Servers 1 Double click on the executable file and simply follow the wizard s onscreen instructions 2 After a few clicks you will find yourself at the login screen shown below WAVECREST COMPUTING Cyfin Please enter proper credentials 3 Log into the product using the following default credentials LOGIN admin PASSWORD password NOTE If the login screen does not appear bring it up by going to Start Programs Cyfin Browser Interface Copyright 1996 2011 Wavecrest Computing All rights reserved 114 6 1 2 2 Change the Default Password Once you have logged into the product on the secondary servers you will need to change the default password to match that of the primary The accounts and p
112. hoose to include all of them Choose the Timeframe for your report Use the pull down to select either a predefined timeframe or select Custom and set a Start Date Time and Stop Date Time If you want to filter what days and times to include in the report data use the Filter pulldown and select Create new filter You will see the below popup If you do not want to filter days or times simply select No Filter boat Work Hours hour Sun Mon Tue wed Thu Fri Sat 12am Boa off off off off off off 1am Mo off off off off off off 2am Mo off off off off off off 3am Mo off off off off off off off off off off off off off off off off off off am 2pm 7p off off off off off off off hour 42am 1am 2am _ 3am _4am _ Sam _6am _ gam Sam 10am 11am 42pm _ 4pm _ 2pm _ 3pm _4pm _ Spm _ Spm 7pm _ Spm _Spm 40pm 41pm Type in a name for the filter Select what days and times you want included on in the report and which ones you want excluded off in the report You can do this by simply clicking the boxes to toggle them from on to off Select the Group s and ID s that you wish to show in the report Click Submit to run the report Copyright 1996 2011 Wavecrest Computing All rights reserved 82 Below is an example of a Site Analysis report 465 191 462 814 Pornography Unacceptable 3 Hate and Crim
113. ibraries if they are not already installed 1 yum install libXrender so 1 2 yum install libfontconfig so 1 6 Select the Report Type nteractive or Read only Read more about Interactive reports below NOTE Interactive reports can only be run against data imported into the Wavecrest Database They can not be used when running reports against the raw logfiles For steps on how to use the Wavecrest Database and its advantages see Section 3 7 Choose the ID Type to be displayed 8 Select the Classification Policy you d like to use for the report Default is the policy you have set at the Category Setup Classification screen and No Classifications means that no classifications will be displayed in the report Classification Policy Name F g Categories Classification Science Neutral b Search Engines Acceptable v Categories Classification Agriculture Neutral v Anomymous Public Proxy Unacceptable v Categories Classification IP Address v Insurance Neutral v Auction Classified Banners Ads Blogs Business Services Chatinstant Messaging Construction Cults Custom Category 1 Drugs Education Entertainment Environment Unacceptable LM Neutral vj Oe o Neutral w Acceptable bs Unacceptable Neutral Vi Unacceptable v Unacceptable Acceptable l Unacceptable M Acceptable v Internet Services Job Search Legal Manufacturing Marketing Military News Non Profit Org
114. ically and manually from an LDAP based directory e g Microsoft s Active Directory AD List Wavecrest URL List Also sometimes referred to as a control list the Wavecrest URL list is an updatable categorized database of Web site URLs that is built into Wavecrest products The product compares the URLs of visit attempts with the URLs in the list in order to categorize actual or attempted visits to Web sites See definition of Category Operator A product user that has been granted a limited access Operator account Operators can create and retrieve Web use reports but they cannot make administrative setup or configuration changes Setup and configuration functions are limited to individuals that have been granted Administrator accounts Policy Settings Modifiable settings that govern how this product is applied to users or groups of users and how it displays information in reports Examples of these settings include Category Classification Abuse Thresholds Display Categories and Maximum IDs Another example of a Policy Setting is the Block Categories setting in our filtering products See also Report Preferences Report Preferences Several customizable attributes within the product that help to streamline reports and dictate where they are sent or saved Examples of these attributes include Language Full Name Email Address and Save Directory Copyright 1996 2011 Wavecrest Computing All rights reserved 150 Ungrouped ID
115. ick Submit to apply your selection The message will appear automatically in all reports that are subsequently generated Copyright 1996 2011 Wavecrest Computing All rights reserved 67 5 1 3 Display Categories This screen lets you create edit and delete Display Categories policies That is it lets you establish settings that specify which content category tables are to be displayed in reports These policies can be applied to Groups or IDs as you see fit See Section 2 to read more about Groups and IDs 1 Go to Advanced Settings Report Settings and click on the Display Categories link Advanced Settings Report Settings Display Categories Select Policy Available Policies Create new policy Selected Policy Accounting Policy Assign Groups and IDs Note Assigning Groups and or IDs to the selected policy is optional FA Groups Accounting Department Select Categories To Be Displayed Key N eutral A cceptable U nacceptable Categories Classification Select On To Display Agriculture N off On Auction Classified U gt off on Banners Ads N off On Business Services A off On Chat U D off on Construction N gt off On Cults U D off on 2 Use the pull down menu to select an Available Policy to modify or leave the default selection Create new policy 3 If you chose a previously created policy its name will display in the Selected P
116. ider of software to the U S Government via Government Services Administration GSA contract GS 35F 0212L we are subject to the provisions of a Federal statute known as The Privacy Act of 1974 5 U S C 552a Public Law No 93 579 Dec 31 1974 This statute establishes a Code of Fair Information Practice that governs the collection maintenance use and dissemination of personally identifiable information about individuals that is maintained in systems of records by federal agencies and may be available to Government contractors Under penalty of law The Privacy Act prohibits the unauthorized disclosure of information from a system of records absent the written consent of the subject individual Copyright 1996 2011 Wavecrest Computing All rights reserved 152 The confidentiality provisions of the Privacy Act and our End User Sales Agreement are included in Wavecrest administrative and personnel policies Our staff is oriented and trained in these policies and the processes that are designed to implement and enforce them Willful violation of these policies is cause for immediate termination and depending on the circumstances possible criminal or civil legal action In our history this has never been necessary and no customer has ever informed us of any issues in this regard Your Part in the OtherWise Program If you choose to participate it s easy Simply enable OtherWise on the Setup Otherwise screen The product wil
117. ification regarding import data errors Use the radio buttons to Enable or Disable this feature 4 Click Submit to apply your settings Copyright 1996 2011 Wavecrest Computing All rights reserved 49 3 2 3 Import Logfile Data This section provides instructions for using the Import Data features within the Data Manager These features help you import and manage logfile data very efficiently You can configure the product to import the data automatically on a daily basis or on a manual basis 3 2 3 1 Manual Import This screen lets you manually import configured logfiles into the Data Manager When logs are available the screen lists them and provides check boxes for selecting the logs you want to import IMPORTANT Because the process of generating import data is memory intensive we recommend increasing the product s memory setting on the Setup Memory screen As a general guideline increase the setting to approximately half of the actual available memory on the machine NOTE Generating import data does not affect the original logs This product only reads logfile data it does not modify logfiles in any way 1 Go to Logfiles Data Manager and click on the Import Data link 2 Click on the Manual link under Import A list of logs available for import will appear Display Selection Microsoft ISA Server SA Format Microsoft ISA Server ISA Format Type of Logfile Microsoft ISA Server ISA Format Path Log Na
118. ights reserved 34 2 4 3 Modify 1 Go to Advanced Settings Groups and IDs and click on the Modify link Advanced Settings Groups and IDs Properties Modify Select Groups and IDs 2 Groups Selected Group s IDs Enterprise 475 Accounting Department 46 Drafting Department 31 Engineering Department 117 Marketing Department 94 Sales Department 90 Technical Services Department 9 Ungrouped IDs 3 VIP 1 Alyce Mark A alyce Austin David davidaustin Blackson Willis willi Brown Charlie J charlie Buchanan Logan b33 Chabrow Phillis pc 30 Clark Tara Ann tara Collins Juan juan Conover Joel oel45 Davidson Scott scottd Doppers William V billd Ertel Mike me28 Hardin Alicia 8h25 Hawkings Elizabeth Ann elizabeth Heiser Eric erich Y Rename Group or ID Group or ID Name Set Policies Email Address es Save Directory No save directory allowed for IDs Note When changing group policies sub groups are not affected Default Default w Default Abuse Thresholds Display Categories Maximum IDs Submt _Glose Window 2 Select highlight the Group or ID that you want to modify NOTE When changing group policies sub groups are not affected it only changes the policy for IDs in the selected group Therefore if you want to change a policy for a group s subgroups you must change the policy fo
119. iles Setup Select Logfile Type Proxy ae Dell PowerApp Cache eBorder Server FortiGate Gauntlet Firewall IBM WTE Proxy Inktomi Traffic Server InterLock Firewall InterScan VirusWall iPlanet Web Proxy IronPort Appli Microsoft ISA Server ISA Format Microsoft ISA Server ISA Extended Format Microsoft ISA Server MSDE Database Microsoft ISA Server SQL Database Microsoft Web Proxy MIMEsweeper For Web 3 Use the pull down menu and select the Type of Logfile for your server NOTE If you make a mistake the product will realize it in a couple of steps and redirect you back to try again 4 When you have made your choice click Next Copyright 1996 2011 Wavecrest Computing All rights reserved 8 10 11 Logfiles Setup Select Logfile Directory Choose Location Type Local or Mapped Drive UNC path Directory C Program Files Microsoft ISA Server SALoc Inthis step you need to direct the product to where your logfiles are located a If the logfiles are local to the machine choose the Local radio button and then Browse to the folder containing them a f the logfiles are shared elsewhere across the network choose the UNC Path radio button By doing so the Browse button will be grayed out and you need to type in the full network path to your logfiles After configuring the log file directory click Next The product will locate and validate your logfiles in the next step
120. ings you can do so at the Reports Policy screen Policy Report Links Abuse Threshokis Category Classifications Display Categories Groups and IDs Maximum IDs Policy Report Links Block Protocols Block Web Categories Block Web Content Groups and IDs List of all abuse thresholds policies and the users to which they apply List of Web activity categories with their acceptability classifications List of all display categories policies and the users to which they apply List of Groups and IDs authorized for your access account List of all maximum IDs policies and the groups to which they apply List of all block protocol policies and the users to which they apply List of all block categories policies and the users to which they apply List of all block content policies and the users to which they apply List of Groups and IDs authorized for your access account This screen contains links to policy related information that you have set in the product The Abuse Thresholds link indicates how many visits are acceptable before abuse is considered to have occurred The Category Classifications link shows the default acceptability classifications ratings that your organization has assigned to the Web activity categories The Display Categories link indicates which category tables will be displayed in reports a The Groups and IDs link indicates the groups and users that you can create reports on The Maximum
121. is is merely the server s friendly alias name it has no bearing on product actions 4 Enter your serial number in the Serial Number text entry box if you have purchased the product This can be found on the certificate provided at time of purchase During product evaluation the serial number default setting should not be changed 5 Enter your activation key in the Activation Key text entry box This can be found on the certificate provided at time of purchase During product evaluation the activation key default setting should not be changed 6 Click Submit to apply changes or click Reset to reload previous values CAUTION If you click Reset the current changes will not be saved the previous setup will be reset and all changes will be lost Copyright 1996 2011 Wavecrest Computing All rights reserved 135 8 3 Job Queue The job queue displays a prioritized list of jobs in process If there are no open jobs when you go to the job queue the screen will be blank and a message indicating the system is currently idle will appear The job queue automatically assigns priorities and performs the jobs in a sequence that reflects those priorities This design ensures that reports are based on the latest available data The job queue runs one job at a time A job that is running will always be at the top of the list and a progress meter will show percent completion When a new job is initiated the product automatically places it
122. it to a Web site and is denied or blocked Denied hits can be in the form of a denied or blocked file message object graphic link banner ad or push item Denied Visits This term refers to a failed attempt to access a Web site For the most part this occurs because the user is not authorized to access the site i e his access has been blocked However a denied indication can also be caused by technical anomalies e g page not found by server etc Domain A name that is part of a URL Web site address Domain A name that is part of a URL Web page address More readable and memorable than a numerical address An example is www amazon com Download Time Approximate or average time for a Web page to load in the browser i e the time span between when a user clicks on a hyperlink and the page loads in the browser As used in this product s reports Download Time is derived by multiplying a the smallest average amount of time required to download a typical Web page by b the number of visits Please note that it is not possible to calculate the amount of time a user was on line or viewing a particular page Our Download Time approach is intended to indicate the minimum amount of time the user was on the Web This should not be the primary data point on which to establish abuse We suggest you use the visit count total visits this is a more accurate indicator of abuse See definition of Visit for more detail NOTE Th
123. its operations The Memory setting helps optimize overall system performance and precludes unnecessary degradation of system speed The default setting and recommended minimum is 256 MB RAM If you start to meet your memory threshold the product will notify you to increase your memory setting NOTE For optimal performance we recommend that you choose the setting that is approximately half of your available memory RAM 1 To set your memory go to Setup on the menu and then click the Memory link Setup Memory Memory Settings Please setthis product s virtual memory to one of the following selections 11GB 2 Check the radio button in the Choice column that corresponds to the appropriate amount of memory to be used keeping in mind your available RAM 3 Click Submit to apply changes or click Reset to reload previous values 4 After you click Submit you will receive a popup asking whether you would like to restart the service Your memory setting changes will not take affect until you restart the service Copyright 1996 2011 Wavecrest Computing All rights reserved 1 5 Configure Logfiles This process will configure the product to read your logfiles It is from these logfiles that the product generates easy to read reports 1 Begin by going to the Logfiles Setup screen Logfiles Setup Create or Modify Logfile Configuration Select Configuration Create new logfile configuration Delete Logf
124. ivering a grouped report to each business 45 23 190 Real Secure Systems hotpeppers com Hot Peppers and More 123 45 48 Jacobs Manufacturing 88 1 2 The Graphic Arts Center vbooks com Virtual Books Inc Summary As indicated earlier once the Import File has been built and the administrator restarts the Wavecrest product server it finds the file automatically and begins to use its information As a result the server automatically duplicates the imported group structure and assigns the IDs to the correct groups Manual Management of Groups and IDs General Manual management of Groups and IDs involves manually creating moving renaming deleting and updating groups and IDs In this case the product administrator first configures a hierarchical organizational tree in the product This is done via screens found in the Advanced Settings Groups and IDs Edit Links menu which contains the options Add Move and Delete Typically although not necessarily the groups in a hierarchical structure consist of the various departments and sub departments within a company Configure and Populate the Groups Once the design is complete the administrator can configure it into the product and assign users to the various groups e g departments He or she can perform both of these tasks in the Advanced Settings Groups and IDs screens by following the simple instructions for data entry Once this is done the administrator or other authoriz
125. ivity only within categories classified or rated as Acceptable By category it shows total number of visits made by individual users Users are identified but individual sites are not Benefits Management can quickly determine the amount of Acceptable activity This can be done by individual category or on a summary basis for all Acceptable categories 2 All User Summary Report Features This is a tabularized report that depicts each user s activity from a high level acceptability perspective For each user this report shows the total number of visits that have been classified as acceptable unacceptable and neutral Extraneous hits banners ads etc are not counted All users are listed not just the top 25 Individual sites visited are not shown Benefits This reports presents management with a quick look view of the number of acceptable and unacceptable visits made by each individual user 3 Legal Liability Report Features This report contains only Legal Liability Web activity Only visits to the Cults Drugs Gambling Hate and Crime Pornography and Public Proxy categories are presented Information is presented by category and by individual user Individual sites are not separately identified Benefits As indicated above only Legal Liability Web use is presented This means that smaller more focused reports are available to facilitate analyses investigations and audits related to legal liability issues 4 Ne
126. k on the Setup link The configuration wizard will pop up Setup Active Directory Create or Modify Active Directory Configuration Select Configuration Create new Active Directory configuration w Option Delete 3 Leave the default selection set at Create new Active Directory configuration and click Next NOTE If you ever want to make changes to any of your configurations use the pull down arrow select the configuration that you want to change and click Next Make your changes where needed Make sure you go through the entire wizard to submit your changes 4 Now you must configure the connection to your Directory Server Active Directory Setup Directory Setup Directory Server server company com Login Distinguished Name DOMAlNiAdministrator Password Optional Setup Ifyou select to configure Active Directory using an SSL certificate you must complete these lt SSL Connection Nex 5 Enter your appropriate information in the following fields Directory Server Login Distinguished Name and Password NOTE To configure Active Directory using an SSL Connection see the instructions in the next section on Import from Active Directory with an SSL Certificate 6 Click Next 7 Both Connection Status and Authentication Status indicators should appear green If both are green click Next If either status is red click Back and double check your Directory Setup settings Setup Active Directory Select
127. l then send us non categorized site data on a weekly basis automatically You can accept the default day time the report will run or you can set your own weekly schedule As mentioned above we may return a list of local intranet sites that we were unable to access for categorization purposes If you wish to track your users activity to these sites you can enter them into one or more custom categories and the traffic will be identified in subsequent reports Copyright 1996 2011 Wavecrest Computing All rights reserved 153 C C WAVECREST COMPUTING Cyfin Reporter Build Date 12 August 2011 Wavecrest Computing 2006 Vernon Place Melbourne FL 32901 Toll free 877 442 9346 Voice 321 953 5351 Fax 321 953 5350 www wavecrest net
128. le the following morning for report generation The data will be permanently stored within the product to enable generation of a variety of reports i e daily weekly monthly quarterly etc Although processing logfiles is active from the time the Data Manager feature is first enabled the product is only designed to automatically retrieve and store future logfile data as it is created in daily use It does not automatically go back and retrieve data generated prior to the Data Manager being enabled To populate the Dashboard high level and Mass Storage low level databases with past configured logfile data you can import these logfiles into the databases manually This data can then be used to generate reports covering past periods Alternatively you can select to convert all past data on the Schedule screen The primary benefit of using the Data Manager is report generation speed When the databases are used a virtually unlimited number of authorized users can generate their own reports in minimal time Currently only administrators can access the Dashboard For example when the Data Manager is enabled this product can run a large weekly Site Analysis report in seconds rather than hours and can run a monthly report in minutes rather than days This dramatic reduction is made possible by storing the source data in the Mass Storage low level database With respect to scalability this product can run a report based on 1 GB of
129. link Site Analysis Reports Manual Site Analysis Settings Select Report Delivery Report Format Report Type ID Type Classification Policy ID Presentation Wait For Report HTML Interactve M Login iP Default v Cl Anonymous IDs Abuse Thresholding Disable Enable Data Configuration 44 v Timeframe Select Custom Timeframe Feb 01 2011 E 12 YJAM en Feb 28 2011 E 12 Yam Mleto Settings Create new filter Groups and IDs F Selected Groups 9 Selected IDs Enterprise 3 Inthe Report Type field select either Read only or Interactive 4 Inthe ID Type field select Login IP to ensure that you will see some data in your report 5 Notice that on this screen shot there is a Data Configuration field This field will only appear if you have more than one logfile configuration It allows you to filter your report data down to a single configuration 6 For basic testing purposes on this screen use the Timeframe pulldown to Select Custom Timeframe Date and Time field selections will appear You need to configure a Start Date Time and Stop Date Time ensuring that surfing activity is included Choose a time period that is covered by the data you imported into the Data Manager and only covers about one or two hours 7 Leave the Enterprise group in the Selected Groups box and simply click Submit Copyright 1996 2011 Wavecrest Computing All rights reserved 123 Reports Manu
130. logfile configuration select that logfile configuration and click on the Delete button 3 Click Next Logfiles Setup Select Logfile Type Type of Logfile Dell PowerApp Cache eBorder Server FortiGate Gauntlet Firewall IBM WTE Proxy Inktomi Traffic Server InterLock Firewall InterScan Virus Wall iPlanet Web Proxy IronPort ee ppliance Microsoft ISA Server ISA Format Microsoft ISA Server ISA Extended Format Microsoft ISA Server MSDE Database Microsoft ISA Server SQL Database Microsoft Web Proxy MIMEsweeper For Web NetCache Appliance Netscape Proxy 4 Select the Type of Logfile for your configuration and click Next Logfiles Setup Select Logfile Directory Choose Location Type Localor Mapped Drive UNC path Directory C Program Files Microsoft ISA Server ISALoc Back Net e 5 Select the appropriate radio button to indicate whether the logfiles are stored on a Local or Mapped Drive or can be accessed via a UNC path 6 Browse to the logfile location or if UNC path was selected type in the Directory path Copyright 1996 2011 Wavecrest Computing All rights reserved 39 7 Click Next Depending on the type of logfile selected above the following screen may or may not appear If it does not please skip to step 10 below Logfiles Setup Select Logfile Date Format Logfile Date Format Us Date Format MM DD YYYY Example 04 26 2000 D European Date Format
131. me Raw Data Start Time Raw Data Stop Time WEB020051121 log Nov 21 2005 12 00 03 AM Nov 21 2005 11 59 08 PM Close Window 3 Check the boxes of the logs that you wish to import If you wish to import all of the logs you can click on the Select All button at the end of the logfile list 4 Click Submit to import the logs into the database Copyright 1996 2011 Wavecrest Computing All rights reserved 50 3 2 3 2 Scheduled Import This screen lets you schedule the import of logfiles into the internal database Be sure to enable the database in order to use this feature IMPORTANT Because the process of generating import data is memory intensive we recommend increasing the product s memory setting on the Setup Memory screen As a general guideline increase the setting to be approximately half of the available memory on the machine NOTE Generating import data does not affect the original logs This product only reads logfile data it does not modify logfiles in any way 1 Go to Logfiles Data Manager and click on the Import Data link 2 Click on the Schedule link under Import Logfiles Data Manager Import Data Import Schedule Schedule Import Data Scheduler Enable Disable Hour 10 v AM LA Import Logfiles Last 24hours e g Jan 1 1980 12 00 00 AM to Aug 18 2009 11 59 59 PM Submt J Reset 3 Select the Enable radio button to schedule import data 4 Select the Hour to be
132. me of Last 7 Days Reports DashBoard Trend Groups Select Group Marketing Depertmert 108 Sales Department 100 Trend Enterprise Enterpnse Metrics Timeframes 3 Use the Metrics pull down to change the metric you are viewing and the chart will automatically reload to reflect your selection 4 Use the Timeframes pull down to change the timeframe and the chart will automatically reload to reflect your selection NOTE If you have an Array configured you will also see a Data Configuration option This allows you to chart only the data from the selected server in your array Copyright 1996 2011 Wavecrest Computing All rights reserved 76 5 2 2 3 Categories 1 Go to Trend Categories Select Category Social Networking Trend Social Networking _ Social Networking AS g 2 ak 2 y 23 2009 7 AM May 23 20096 PM Metrics vits v Timeframes Select Custom Timeframe w May 23 2009 F AM etan May 23 2009 FES v P M veto 2 Select a Category and the chart will automatically load with the default metric of visits and timeframe of Last 7 Days 3 Use the Metrics pull down to change the metric you are viewing and the chart will automatically reload to reflect your selection 4 Use the Timeframes pull down to change the timeframe and the chart will automatically reload to reflect your selection Copyright 1996 2011 Wavecrest Computing All rights
133. menu select what old data you want deleted automatically 6 Click Submit to apply your settings Copyright 1996 2011 Wavecrest Computing All rights reserved 56 This product contains several configurable features that let you correlate and optimize its support to your organization s Web usage policy That is you can easily configure these features to customize the format and content of the product s reports highlight inappropriate activity and if applicable block selected Web sites CyBlock products only In addition if you need to you can configure different policy settings for different sub organizations and individual users Before configuring these features make sure you have completed the Get Started section of this manual In addition if you plan to apply different Web policies to different groups or users be sure to complete the Groups and IDs import process Section 2 of the manual The following sections provide instructions for configuring these features Classify Categories Rate categories for acceptability based on your company s Web usage policy Custom Categories Create up to 12 custom categories for tracking Web sites of interest to your company Abuse Thresholds Set abuse thresholds to help you quickly detect Web abuse All Web policy support features are optional but they can be very helpful in controlling and monitoring Web usage inthe workplace By using these features you can greatl
134. message click Next 10 NOTE If there was a problem finding logfiles or validating them an error message will appear with helpful information and direct you to click the Back button to make a change Logfiles Setup Name This Logfile Configuration Status Logfile configuration was successful Name Microsoft ISA Server When valid logfiles have been configured the next step is to name the configuration This is helpful for identification purposes especially if you add more log file configurations later After typing ina name for your new log file configuration click Finish NOTE If you don t name the configuration and simply click Finish the product will name the configuration the same as your logfile type Finally just close the window or click on the link displayed to add another configuration Copyright 1996 2011 Wavecrest Computing All rights reserved 120 6 1 3 3 Set up Administrator Email This step will let the Administrator receive all product produced emails e g error messages fault indicators URL list download notifications etc 1 Go to the Setup Email screen Setup Email Email Settings Administrator s Address Email Server Name Email Server Port Use Server Alias in Email Test These Settings first last company com mailserver company com 25 T Cyfin Reporter Submit Reset 2 Fill out the screen with the Administrator s email informati
135. mport file will consist of the following columns ID ID is the Login Name to a proxy server firewall caching appliance etc It can also be an IP Address or a domain name Full Name Optional This is the ID s full name spelled out This field column is required but if full names are not to be used it can simply be left empty no character spaces please See examples below If this field is used then all reports will display the full name alongside the user s IP Address or login name Group Name This is the name of the group e g department to which the ID is assigned e g Sales Engineering Accounting etc Parent Groups 2 3 and 4 Optional These columns will contain the names of increasingly higher level groups if applicable NOTE These particular import file requirements are essentially the same as those discussed earlier for Active Directory Configuring Wavecrest Products to Work with the Import File After the import file is created the administrator needs to ensure that the product engine is configured to work with the data in the file That is the administrator needs to tell the product a which piece of user information is in which column and b the type of delimiter being used This is done in the Advanced Settings Groups and IDs Import Text File screen The process consists of a few simple data entries See Section 2 2 2 for detailed instructions on importing your text file Copyright 1996
136. name exactly 3 Inthe Authentication field select Use Active Directory or Create Password f you select Create Password a text box will appear where you will type in a password for the account 4 Use the pull down arrow to choose either Administrator or Operator for the type of account you are creating 5 Type inthe Full Name of the account user 6 Type in the Email Address of the account user For operator accounts reports covering Groups selected during the report creation process will be sent to this email address This email address overrides the default administrator email account entered during product setup It also serves as the From address when the account owner is logged in and chooses to email reports to other recipients 7 Type in or browse to the Home Directory that has been set up for the account owner to store reports in 8 Select the Group s for which the account owner will be authorized to create and view reports and perform other functions if applicable To select more than one group hold down the Ctrl key and click on each Group NOTE The text box displays the optional user grouping structure created during Groups and IDs setup You can learn how to set up Groups and IDs in Section 2 of the manual 9 Click Submit to create the account Copyright 1996 2011 Wavecrest Computing All rights reserved 126 7 2 Modify Administrator and Operator Accounts This feature lets you modify a previously e
137. ndow NOTE The Product Override link should only be used in the event that the URL list download from the product is unsuccessful This link will take you to a Web page where you will find the URL list download and instructions for downloading from the site Copyright 1996 2011 Wavecrest Computing All rights reserved 129 7 4 2 Schedule Download 1 Go to Administration URL List and click on the Schedule link Administration URL List Download Schedule Schedule URL List Download Automatic Update Yes Hour AM Confirmation Email Yes When Erors 2 Use the pull down arrow to select Yes in the Automatic Update field to enable the scheduled download NOTE If you ever want to disable the scheduled download change the Automatic Update option to No and click Submit This will turn off the automatic update 3 Choose the Hour that you want the automatic update to occur by using the pull down arrows 4 If you would like a Confirmation Email to be sent to the administrator confirming that the URL list download was successful select Yes If not select No 5 Click Submit to apply your settings Copyright 1996 2011 Wavecrest Computing All rights reserved 130 7 5 Download Product Updates Use the Product Update screen to check for new product versions and download the latest release 1 Go to Administration Product Update This screen will tell you if there are any current upd
138. neral Groups and IDs is a feature that is used to input and or import users ID information into the product for subsequent use in reporting and or filtering processes As discussed later the Groups and IDs input import process can be performed manually automatically or in some cases semi automatically Optionally this feature can also be used to custom group the IDs for more advanced usage Using the Product s Default Grouping Arrangements You may not need or want to group your users in any particular way For example you may always want to see all users in high level reports e g Site Analysis and or you may want to apply policy settings uniformly to all users The core grouping capability is designed to accommodate this universal approach To implement you do not need to take any special measures All users are placed in the Ungrouped IDs group a subgroup of Enterprise and you simply designate Enterprise as the controlling group for all report formats and policy settings Using the Product with Customer Specified Grouping Arrangements Using the simplified universal approach discussed in the preceding section may not always be satisfactory For example management may want reports that only cover Web usage in particular departments or divisions They may also want reports that cover personnel at specific locations or they may want to see activity by all personnel who have a particular job classification And very importantly they may w
139. ng the reporting period The report indicates each listed site s category and the number of visits made to it A hyperlink to each site is provided to facilitate further review by management Benefits Management is provided with reliable information to use in evaluating an individual user s Web activity Copyright 1996 2011 Wavecrest Computing All rights reserved 146 Additional Management Reports 13 Custom Categories Report Features This report depicts Web use in Custom Categories only if configured That is it shows which users visited which custom categories It does not identify individual sites Benefits This report provides very reliable Web use information focused strictly on subjects of specific interest to the enterprise specified by the enterprise itself For example management can use this information to determine if users are properly using particular Intranet sites HR sites supplier sites customer sites etc 14 Denied Visits Report Features By category this report shows which users were denied access to Web sites or a page on a Web site Individual users are identified but specific sites are not Each attempt is displayed in the category attempted Denied attempts for a Web page can signify the user may not be authorized to receive the page the page may not have been found by the Web server or the page may have been blocked for access Benefits If blocking at the proxy is used this report can verify that i
140. ngs Groups and IDs and click on the Move link Advanced Settings Groups and IDs Edit Move Select Groups and IDs 7 Groups 2 Selected Group s IDs Enterprise 544 Accounting Department 51 Drafting Department 46 Forte Jojo jojo Engineering Department 128 Foshi Kirti kirti Marketing Department 108 Franklin Debbie debbie Sales Department 100 Gallows Lynn ynng Technical Services Department 1 Gambone Claudia cq22 Select Destination Group GR Groups Enterprise 544 Accounting Department 51 Drafting Department 46 Engineering Department 12 Marketi Sales Department 100 Technical Services Department 1 2 Select highlight the Group s or ID s that you want to move You can select more than one Group or ID at a time by holding down the CTRL key while clicking on the Groups or IDs NOTE Do not select Enterprise It cannot be moved or made subordinate to another group 3 Select the Destination Group for your previously selected Group s or ID s NOTE The destination group must be different from the group to be moved Also a parent group such as Ungrouped IDs cannot be moved into one of its subordinate child groups for example a newly created group under Ungrouped IDs named Sales 4 Click Submit to move the Group s or ID s 5 Close the Window when you are finished Copyright 1996 2011 Wavecrest Computing All r
141. nst the raw logfiles For steps on how to use the Wavecrest Database and its advantages see Section 3 7 Choose the ID Type to be displayed 8 Select the Classification Policy you d like to use for the report Default is the policy you have set at the Category Setup Classification screen and No Classifications means that no classifications will be displayed in the report 9 To create a new classification policy click on the Add button You will see the below popup Classification Policy Name Categories Classification Categories Classification Categories Classification v v Science Neutral Vi Agriculture v IP Address Neutral lt Neutral Anonymous Public Proxy Auction Classified Banners Ads Blogs Business Services Chatinstant Messaging Construction Cults Custom Category 1 Drugs Education Entertainment Environment Unacceptable Unacceptable LM Neutral Mi Neutral Acceptable v Unacceptable LM Neutral v Unacceptable v Neutral v Unacceptable M v Unacceptable M Acceptable Acceptable v Insurance Internet Services Job Search Legal Manufacturing Marketing Military News Non Profit Organizations Online Meetings Online Storage Other P2PFile sharing 10 Type in a name for your new classification policy Unacceptable Acceptable j Acceptable Acceptable lt i j Acceptable lt Acceptable Neutral
142. nstances of Web abuse that can drain productivity pose a legal liability threat or threaten network security Reports can also be useful if you use one or more custom categories to monitor internal intranet sites in your organization The reports will show how often and how some of these sites are being used by your employees Before running any reports be sure to complete the Get Started section of this manual The Get Started section covers the required setup needed to start running reports You also need to be familiar with the section on Web Policy Support Section 4 as reporting goes hand in hand with that section This product is designed so that you can customize it according to your organization s Web policy As a result the reports you receive will reflect that policy This makes it easier for you to detect Web abuse quickly when viewing your reports In addition if you plan to schedule reports you may want to first make sure that you have a attached an email address to the Groups or IDs you wish to schedule reports for b configured a directory for the reports to be saved in or c both You will find instructions on how to do this in Section 2 4 3 Modify Groups and IDs In this section you will find instructions on how to Set Report Preferences Set up interactive reports select a filename format create a custom header change the report language and more View Dashboard Reports Provides top and trend charts
143. ntrol directory Ensuring Compatibility Between the Product and the Directory As mentioned above in some cases for grouping purposes the information in the directory will already be appropriate That is the directory will contain some form of user ID and it may contain columns denoting the group to which each employee belongs and each group s progressively higher organizational levels If it doesn t the customer can easily correct the situation by inserting additional columns to fully accommodate the necessary information Implementing the Active Directory Import Process Some or all of the employee related information discussed above and illustrated in figure 1 can be imported into the product on an automatic or manual basis In both cases the Active Directory Setup wizard must first be used to configure your domain s NOTE A manual import will occur immediately upon clicking the link placing the IDs into the groupings you specify first using the Active Directory Setup wizard During that setup you have the option whether or not to place any IDs into Ungrouped IDs An automatic import will obtain Groups and IDs on a scheduled basis If you chose to manage your Groups and IDs outside the product i e at the directory source all Groups and IDs will be updated according to your directory source However if you chose to manage Groups and IDs inside the product only new IDs will be imported Using the Product s Active Directory Setup Wiz
144. o display IDs anonymously Check the Anonymous IDs checkbox to do so Inthe Data Configuration field you can choose to select a single data configuration to include in the report or you can choose to include all of them Choose the Timeframe for your report Use the pull down to select either a predefined timeframe or select Custom and set a Start Date Time and Stop Date Time If you want to filter what days and times to include in the report data use the Filter pulldown and select Create new filter You will see the below popup If you do not want to filter days or times simply select No Filter hour Sun Mon Tue wed Thu Fri Sat off off off off off off off off off off off off off off off off off off off off off off off off off off off off off off off off off off off 4am Sam off off off off off off off Sam fc off off offs ott i off off off off off off 9am 10am on 10am off Spm Mi o off off Spm off off 10pm 10pm off off off off Type in a name for the filter Select what days and times you want included on in the report and which ones you want excluded off in the report You can do this by simply clicking the boxes to toggle them from on to off Select the Group s and ID s that you wish to show in the report Click Submit to run the report Copyright 1996 2011 Wavecrest Computing All rights reserved 90 Following is an example of a Sit
145. oes not include jpg gif etc M URL Details Single line URL x Data Configuration 4 v Timeframe Last Week x e g Mar 13 2011 12 00 00 AM to Mar 19 2011 11 59 59 PM Monday Friday only 8 5 No Lunch YL settings Groups and IDs F Selected Groups 8 Selected IDs charlie Copyright 1996 2011 Wavecrest Computing All rights reserved 84 4 For Report Delivery use the pull down arrow to choose how the report will be delivered You can choose to wait for the report have it emailed or saved to a directory NOTE If you choose Enter Other Email then a new box will appear below the delivery options box to enter in the email address es Separate multiple email addresses using a semicolon 5 Select a Report Format HTML or PDF NOTE ff you select PDF you will only have the option to get a Read only report selected in the Report Type below NOTE for Linux Users In order for PDF reports to work on Linux installations the following libraries and all of their dependencies are required 1 X11 libraries 2 Font Configuration libraries Run the following two commands which will install the above libraries if they are not already installed 1 yum install libXrender so 1 2 yum install libfontconfig so 1 6 Select the Report Type nteractive or Read only Read more about Interactive reports below NOTE Interactive reports can only be run against data imported into the Wavecrest D
146. of Web activity by visits hits or bytes and by users groups categories and classifications Run Reports Covers instructions on how to manually run three different types of reports High level Summaries Detailed Audits and Additional Manager Reports Manage Custom Reports Includes instructions on how to create run modify and delete custom reports Schedule Reports Instructions for scheduling modifying or deleting scheduled reports Use Interactive Reports Covers how to retrieve and use interactive reports Review Report Policies Lets you view summarized information of your policy settings Typically you will manually run reports that are not needed on a regular basis Otherwise we suggest that you set reports to run automatically by scheduling them This will save a tremendous amount of time Another way to save time especially for IT administrators is to assign operator accounts Individuals with operator accounts can access the product but only to a limited menu that lets them run reports on the groups and users that they have been authorized to review To read how to set up operator accounts see Section 6 In addition you can use the Interactive Reporting feature With interactive reports report recipients can quickly drill down from higher level reports to more detailed audit reports on a specific user category or classification rating without having to go back in the product to run a manual report Th
147. ol options Click the Stop button and when it changes to Start click it again Copyright 1996 2011 Wavecrest Computing All rights reserved 45 3 2 2 1 2 3 Connect to MySQL Database 1 Go to Logfiles Data Manager and click on the Settings link Logfiles Data Manager Settings High Level Database Current Database Derby Modify Database Low Level Database Wavecrest Database Location C Program Files Wavecrest Cyfin we cf db Notify Admin of Errors Enable Disable 2 Click Modify and a Wizard will pop up Logfiles Data Manager Database Select Database Manufacturer Options MySQL v 3 Select MySQL as the Database Manufacturer and click Next 4 Ascreen notifying you how to create a new MySQL database will appear These will be the same instructions as above Once you have completed them click Next Logfiles Data Manager Database Enter Database Settings Server Enter server Port Username Enter username Password Bulk Insert Folder Enter unc directory to create bulk insert files 5 Enter the Server Port Username and Password for your MySQL database 6 Type in a UNC path for the Bulk Insert Folder and click Next Logfiles Data Manager Database Test Results Server Connection Bulk Insert Folder 7 You should get green Ready status indicators If so you can go ahead and click Next Copyright 1996 2011 Wavecrest
148. olicy text field If you are creating a new Display Categories policy type in a name for it NOTE You can also delete a Display Categories policy by clicking on the Delete button 4 Assign Groups and IDs to the policy This step is optional You can create a policy and assign Groups and IDs at a later time If you wish to apply a universal policy to all users select Enterprise 5 Select Categories to Be Displayed in reports by selecting the On radio button For categories not to be displayed select the Off radio button 6 Click Submit to apply your changes Copyright 1996 2011 Wavecrest Computing All rights reserved 68 5 1 4 Filename Format This screen lets you choose a filename format for saving reports The available formats are made up of various combinations of the date time group or ID and report type 1 Go to Advanced Settings Report Settings and click on the Filename Format link Advanced Settings Report Settings Filename Format Filename Format Basaan GouporiD ao Se 4 ae ley _ReportType e g Enterprise _ ee e Gro pOr D _Date 8 0 Si Date_Repoit Type_ GroupOriD ra YYYYMMDD_Site_Analysis_Enterprise Date_GroupOrD_Feport Type e g YYYYMMDD_Enterprise_Ste_Anaysis ReportType_GroupOriD_Date_Time e g Ste_Analysis_Enterpise_YYYYMMDD_HHMMSS GroupOrlD_Report Type_Dste_Time e g Enterprise_Site_Analysis_YYYYMMDD HEMMSS Date_ Lans nes nr eg AAA eeni HHMNSS ae pee Erion
149. on 3 Click on the Test button to make sure the product is communicating with the email server 4 If it is successful then click Submit to save the configuration Copyright 1996 2011 Wavecrest Computing All rights reserved 121 6 1 3 4 Import Data into the Data Manager Before you can run reports you must import logfiles into the Data Manager These instructions show you how to manually import data You may also set up a regular scheduled import You can find instructions for setting up a scheduled import in Section 3 2 1 Go to Logfiles Data Manager and click on the Import Data link 2 Click on the Manual link under Import A list of logs available for import will appear Display Selection Microsoft ISA Server SA Format Microsoft ISA Server ISA Format Type of Logfile Microsof ISA Server ISA Format Path Raw Data Start Time Raw Data Stop Time Log Name WEB020051121 log Nov 21 2005 12 00 03 AM Nov 21 2005 11 59 08 PM 3 Check the boxes of the logs that you wish to import If you wish to import all of the logs you can click on the Select All button at the end of the logfile list 4 Click Submit to import the logs into the database Copyright 1996 2011 Wavecrest Computing All rights reserved 122 6 1 3 5 Create and Run a Site Analysis Report Now that you have completed basic configuration of the product it s time to run a report 1 Go to the Reports Manual screen 2 Click on the first
150. on using the pulldown Interactive reports will no longer be accessible past the number of days you select 5 Inthe Report Storage Directory field a default location will appear but this can be changed To change the directory location where Interactive reports will be stored either use the Browse button to select the location or type the directory location path in the field If it is a UNC path you must type it in the field 6 Type in a password in the Reports Password field This password must be used by anyone trying to access an Interactive report The default password is password no quotes 5 1 6 Maximum IDs This screen lets you establish Maximum IDs policies These policies will dictate the maximum number of IDs to be displayed in report tables 1 Go to Advanced Settings Report Settings and click on the Maximum IDs link Advanced Settings Report Settings Maximum IDs Select Policy Available Policies Create new policy w Selected Policy Accounting Policy Assign Groups FA Groups Accounting Department Note Assigning Groups to the selected policy is optional Set Maximum IDs Displayed Per Table 50 2 Use the pull down menu to select an existing Maximum IDs policy or select Create new policy 3 If you chose a previously created policy the name of that policy will display in the Selected Policy text field If you are creating a new policy type in a name for it NOTE You can
151. onalized OtherWise service have reported significant reductions in the number and percentage of unidentified Web visits Confidentiality Wavecrest Computing is fully committed and obligated to protecting the privacy and confidentiality of our customers information especially that pertains to or identifies individual employees or other users whose data flows through our systems Our commitment and assurance are documented and enforced in several ways One of those is close adherence to the provisions of Section A 15 of our End User Sales Agreement quoted below Only authorized Company employees with a need to know use or handle information collected from individual customers Client records are regarded as confidential and will not be divulged to any third party unless legally required to do so by the appropriate authorities The Company retains no client records produced by the product the only records retained are those pertaining to the sale itself and contact information Wavecrest Computing will not sell share or rent your personal information to any third party or use your e mail address for unsolicited mail Any emails sent by this Company to Customer will only be in connection with the provision of agreed services and products We constantly review our systems and data handling processes to ensure the privacy and confidentiality of Customers information Equally if not more important by virtue of our being a pre approved prov
152. ormation written to a file of that name in the same location will be overwritten 5 Use the Format pull down menu to select either CSV or XML file format 6 Inthe Data Configuration field you can choose to export a single logfile configuration or all logfile configurations 7 Use the Hits Visits pull down menu to select whether you want all hits and visits exported or just visits 8 Select the Start Date Time and Stop Date Time for the data you want to export Copyright 1996 2011 Wavecrest Computing All rights reserved 53 9 Choose the Groups and or IDs whose data you want to export If you know the Groups and or IDs whose data you want exported you can type them in the appropriate text boxes Alternatively click on the Search button to select the Group s and or ID s The following screen will pop up in a separate window Groups and IDs Search f Select Groups and IDs Ez Groups Q Selected Group s IDs Enterprise 544 Austin David davidaustin Accounting Department 51 Blackson Willis willis Drafting Department 46 Brotemarkle D L ad0063 Engineering Department 128 Brown Charlie J charlie Marketing Department 108 Buchanan Logan b33 Sales Department 100 Chabrow Phillis pc 30 Technical Services Department 1 Clark Tara Ann tara Ungrouped IDs 5 Collins Juan juan VIP 1 Conover Joel joel45 Davidson Scott scottd Doppers William V illd Dykstra Vincent vd 1017 Ertel Mike
153. ow to Set up the Logfile Directory Specify the directory location of your logfiles Set up Logfile Configurations Configure the product to locate and read your logfiles a View Logfiles View your configured logfiles Revalidate Logfiles Revalidate any invalid logfiles Once you have configured your logfiles you can begin using the Data Manager Logfile data can be imported into the databases where it is compressed This will reduce report generation time by more than 95 percent compared to methods that generate reports by reading logfiles directly This section will show you how to Enable the Data Manager Turn on the Dashboard high level and Mass Storage low level databases a Configure Dashboard Database Keep the default Derby database or configure MySQL or MSSQL a Import Logfile Data into the Database Manually import configured logfile data or schedule the import to occur daily View Data View the data Export Data Export data to other applications Delete Data Delete data from the database To use the Data Manager you must first enable it Once enabled the product automatically retrieves the previous day s raw logfile data and stores it in the database It does this on a daily scheduled basis This process could be scheduled for example between 1 00 and 4 00 AM or other periods of low Web usage The product default is midnight This way the previous day s data will be availab
154. ow to delete move and modify your Groups and IDs If you chose to manage your Groups and IDs Inside the Product in the Required Setup See Section 2 1 then follow the instructions in these sections If you chose to manage your Groups and IDs outside the product then you can only edit Groups and IDs in your directory source and re import to apply your changes However you will be able to modify the report and policy settings for each group inside the product at the Modify screen 2 4 1 Delete 1 Go to Advanced Settings Groups and IDs and click on the Delete link Advanced Settings Groups and IDs Edit Delete Select Group or ID to Delete OB Groups Q Selected Group s IDs Enterprise 544 Austin David davidaustin Accounting Department 51 Blackson Willis willis Drafting Department 46 Engineering Department 128 Marketing Department 108 Buchanan Logan b33 Sales Department 100 Chabrow Phillis pc30 Technical Services Department 1 Clark Tara Ann tara Ungrouped IDs 5 VIP 1 Davidson Scott scottd Doppers William V billd Dykstra Vincent vd1017 Submit Close Window 2 Click on the Group or ID that you want to delete so that it is highlighted 3 Click Submit to delete the Group or ID 4 Close the Window when you are finished Copyright 1996 2011 Wavecrest Computing All rights reserved 33 2 4 2 Move 1 Go to Advanced Setti
155. own and click on the Edit button Make your changes and click Save If you ever want to delete a classification policy select that policy in the Classification Policy pulldown and click Delete If you have set Abuse Thresholding and want it to display on the report click the Enable radio button Inthe Data Configuration field you can choose to select a single data configuration to include in the report or you can choose to include all of them Select whether you want All Hits or Visits Only displayed on the report NOTE Choose Visits Only if you want the report to count and show only true visits i e actual user clicks Doing so will exclude all other types of hits e g banners ads audio etc Choose All Hits if you want reports to show all types of hits For URL Details choose how you want the URLs to display in the report The default setting is Single Line URL which means that URLs will be snipped if they are longer than one line If full URLs are needed you can choose Full URLs wrapped when necessary This means that the full URL will be shown even if it takes two or three lines to display it Choose the Timeframe for your report If you want to filter what days and times to include in the report data use the Filter pulldown and select Create new filter You will see the below popup If you do not want to filter days or times simply select No Filter hour Sun on Tue wed Thu Fri Sat off off off off off o
156. pe D Group D Group or ID Name bsmith Full Name Smith Bob Set Policies Email Address es Save Directory Abuse Thresholds Display Categories Submit Close Window 2 Select the parent group to which you wish to add the ID In this case we will add our new ID to Sales NOTE IDs can only be added to other groups An ID can not be added to another ID For Type select the ID radio button 3 4 Inthe Group or ID Name field type in the ID name for example bsmith 5 Type inthe Full Name of the ID you are adding 6 Complete the other fields Email Address es Type in email address es of the person or people who should receive Web use reports on the selected ID Save Directory Reports will be saved to a directory of your choosing so that they can be accessed by the person or people who need to see them This field is only applicable for groups Abuse Thresholds Select a policy to apply to the selected Group or ID See Section 4 on abuse threshold policies Display Categories Select a policy to apply to the selected Group or ID See Section 5 on display category policies Maximum IDs Select a policy to apply to the selected group See Section 5 on maximum ID policies 7 Click Submit to add the new ID and click the Close Window button when finished Copyright 1996 2011 Wavecrest Computing All rights reserved 32 2 4 Edit Groups and IDs In this section you will learn h
157. puter has 2G of RAM and you wish to allocate half of that to running the MySQL Server set innod_buffer pool _size 1024M 3 Save the file Copyright 1996 2011 Wavecrest Computing All rights reserved 44 3 2 2 1 2 2 Create Database NOTE See optional GUI instructions for the MySQL Query Browser below OR a FF oO DR Open the MySQL Command Line Client by going to Programs MySQL MySQL Server x x MySQL Line Client Command Login as the username root Enter the command create database Superview To verify it was created enter the command show databases and you should see the database Superview present Restart your MySQL Service There are two ways you can do this 1 Go to Services right click on the MySQL Service and click Restart OR 2 Sign in to the MySQL Administrator and use the Service Control options Click the Stop button and when it changes to Start click it again Open the MySQL Query Browser Login as the username root Right mouse click on the Schema Explorer and click on Create New Schema Inthe pop up box enter Superview for the Schema Name and click OK Right mouse click in the Schemata pane and click Refresh You should now also be able to see the Superview database Restart your MySQL Service There are two ways you can do this 1 Go to Services right click on the MySQL Service and click Restart OR 2 Signin to the MySQL Administrator and use the Service Contr
158. r an array in Section 6 1 of the manual How will you manage Groups and IDs You have two options You can either 1 manage them at the directory source i e Active Directory or 2 manage them inside the product If you choose to manage your Groups and IDs at the directory source you will not be able to move or edit them inside the product If you choose to manage your Groups and IDs inside the product only new IDs will be imported from your Active Directory or text file No moves or changes at the directory source will be imported Instead these changes will have to be made inside the product To learn more about managing Groups and IDs see the Introduction and Required Setup for Groups and IDs in Section 2 What policies do you need to create and how will they apply to your users Your answers to these questions will not only help you when it s time to create your policies but it will also help you determine how to structure your Groups and IDs For example you may only need a single policy for the entire Enterprise or several different policies for your different groups and or individual users How you plan to distribute reports will also need to be taken into consideration when setting up your Groups and IDs To learn more about what your options are and what decisions you need to make before importing your Groups and IDs see Appendix A For instructions on how to create or import your Groups and IDs see Section 4 Will you run r
159. r each subgroup Make your changes to the following fields Email Address es Type in email address es of the person or people who should receive Web use reports on the selected Group or ID Save Directory Reports will be saved to a directory of your choosing so that they can be accessed by the person or people who need to see them This field is only applicable for groups Abuse Thresholds Select a policy to apply to the selected Group or ID See Section 4 on abuse threshold policies Display Categories Select a policy to apply to the selected Group or ID See Section 5 on display category policies Maximum IDs Select a policy to apply to the selected group See Section 5 on maximum ID policies 4 Click Submit to apply your changes and click on the Close Window button when you are finished Copyright 1996 2011 Wavecrest Computing All rights reserved 35 2 5 Find an ID If for any reason you need to quickly find to which Group an ID is assigned or view the policy settings for a user ID this feature will give you a quick view of that information 1 To find an ID go to Advanced Settings Groups and IDs and click on the Find link 2 Type in the user ID or Full Name of the monitored user Advanced Settings Groups and IDs Edit Find Enter ID or Full Name ceuc ee Ore E charlie Brown Charlie J cj12 Janicke Coco L ID Name cm1015 Martin Christopher cz26 Zaino Carol Full ID Name
160. re IF you chose to manage your Groups and IDs Inside the Product See Section 2 1 If you chose to manage them Outside the Product you can only add Groups and IDs to your directory source and re import This screen will not be available to you NOTE If you plan to have groups we recommend that you create all groups first before creating the IDs to go in each group 2 3 1 Add a Group 1 Go to Advanced Settings Groups and IDs and click on the Add link Advanced Settings Groups and IDs Edit Add Select Groups and IDs er Groups Q Selected Group s IDs Accounting Department 46 Drafting Department 31 Engineering Department 117 Marketing Department 94 Sales Department 90 Technical Services Department 9 Ungrouped IDs 3 VIP 1 Add Group or ID Type Group D Group or ID Name Customer Service Department Full Name No Full Name allowed for Groups Set Policies Email Address es Save Directory Abuse Thresholds Display Categories Maximum IDs Submit Close Window _ 2 Select the parent group to which you wish to add the group In this case we will add our new group to Enterprise NOTE Groups can only be added to other groups A group can not be added to an ID 3 For Type select the Group radio button 4 Inthe Group or ID Name field type in the name of the group for example sales you are adding 5 The Full Name fi
161. right 1996 2011 Wavecrest Computing All rights reserved 40 3 1 2 View Logfile Data This screen displays the logfiles that have been configured The product uses these logfiles to produce reports For each logfile configuration this screen displays the Configuration Name Type of Logfile and Path For each individual logfile it displays the Log Name Start Time Stop Time and Status 1 Go to Logfiles Viewer and the logfiles will appear on the opened screen Display Selection Valid Logs Only Invalid Logs Only AllLogs Microsoft ISA Server ISA Format View last All v Microsoft ISA Server ISA Format Type of Logfile Microsoft ISA Server ISA Format Path Log Name Start Time Stop Time WEBD20051121 log Nov 21 2005 12 00 03 AM Nov 21 2005 11 59 08 PM Close Window 2 Inthe Display Section use the radio button or pull down menu to select the logfile s you want to view Below are definitions of the information shown for each logfile Logfile Configuration Name The name for each configuration appears in the upper left of its display listing Type of Logfile The logfile source type Path The directory path to the logfiles Log Name Name of validated file Start Time Date and time of first record in logfile See note below Stop Time Date and time of last record in logfile See note below Status Status of logfile for report generation purposes using the three codes defined below a Valid
162. rts To learn more about abuse thresholding see Section 4 How will you distribute reports Reports can either be run manually on an ad hoc basis or can be scheduled to run daily weekly monthly or quarterly Scheduled reports can either be emailed out to each groups recipient which you would have configured in Groups and IDs emailed to someone you specify or saved to a directory where managers can retrieve the report See Section 5 on creating reports If you plan for managers to log in and create their own reports see the instructions for creating operator access accounts in Section 7 1 Will you create administrator and operator access accounts Administrators have full access to the product while operators are limited to only reporting Operator accounts can be further limited to only have access to run reports on specified users and or groups When creating these accounts you also have the option to assign a new password or authenticate to Active Directory For instructions on creating administrator and operator accounts see Section 7 1 Copyright 1996 2011 Wavecrest Computing All rights reserved This section gives instructions for getting the product up and running It involves the following simple steps Download and Install the Product A wizard will guide you through the process Download the URL List Complete this step so that you can run reports Change the Default Password Change the Administrator password
163. rts on a need to know basis Such restriction increases managerial efficiency by segmenting the reports and providing recipients with only the information they actually need It also prevents distribution of extraneous undesired information and it helps maintain users privacy Planning Ahead For customers that want to set up a customized grouping arrangement we recommend that management or HR first design the grouping structure This should be done before the network administrator begins the product setup process That way the administrator will have a clear blueprint of management s expectations when he or she starts the setup process Designing the scheme is not difficult There are many models that organizations can choose from The most common grouping scheme is an organization chart Multiple Approaches to the Management of Groups and IDs Wavecrest products offer several alternative ways to set up and manage Groups and IDs These include fully automated partially automated and strictly manual approaches These alternatives are discussed below Copyright 1996 2011 Wavecrest Computing All rights reserved 139 Fully Automated Grouping Using Active Directory Overview For large ID populations it is best to use automated processes to create groups and assign IDs Wavecrest products provide this capability Our products can import groups and IDs into the product from directories databases or spreadsheets on other servers This c
164. rver Login Distinguished Name and Password 15 Select the check box for SSL Connection 16 Click Next Copyright 1996 2011 Wavecrest Computing All rights reserved 25 17 Both Connection Status and Authentication Status indicators should appear green If both are green click Next If either status is red click Back and double check your Directory Setup settings Setup Active Directory Select Naming Context Valid Naming Contexts DC Wavecave DCslan 18 Select the Valid Naming Context and click Next Active Directory Setup Type of Grouping Group Type Company 9 Department D Fields D OU _ Permission Group D No Grouping 19 Select the proper grouping type such as OU or Department and click Next Setup Active Directory Select Groups User Groups Account Operators Accounting Department Administrators Backup Operators Builtin Administrators Domain Admins Enterprise Admins Distributed COM Users Test AD access Place all IDs from unhighlighted groups into Ungrouped IDs 20 Select the groups to be imported by clicking on them so they are highlighted If you want to select multiple groups hold down the Ctrl key and click on the groups you want imported NOTE If you do not highlight any User Groups all Groups and IDs will be imported This is the preferred option if you want all new Groups and IDs imported with each import Otherwise only new IDs in your
165. s Accounting Department NOTE You can delete a Group or ID in the Groups and IDs field by highlighting the Group or ID and hitting the Delete key on your keyboard 11 Select the Categories that you want to include in your export data If you want data for all categories exported select the All Categories check box 12 Click Submit to export the data Copyright 1996 2011 Wavecrest Computing All rights reserved 54 3 2 6 Delete Data This feature allows you to delete database data You can delete data manually or schedule for deletions to occur automatically once a day NOTE Deleting database data does not affect logs or logfile data Wavecrest products only read and process logfile data they do not delete alter or distort logfiles in any way CAUTION If you delete data from the database you will not be able to get Dashboard reports on that data 3 2 6 1 Manually Delete Data 1 Go to Logfiles Data Manager and click on the Import Data link 2 Click on the Manual link under Delete Display Selection Choose Data Configuration Microsoft ISA Server MSDE Database View Older Than All x indicates that the raw logfile configuration is unavailable Microsoft ISA Server MSDE Database Type of Logfile Microsoft ISA Server MSDE Database Path Log Name Imported Start Time Imported Stop Time ISALOG_20090817_WEB_000 Aug 17 2009 4 37 44 PM Aug 17 2009 5 19 53 PM SALOG_20090818_WEB_000 Aug 18 2009 9 32 29
166. s A hard coded subfolder within the product s Groups and IDs feature The subfolder is called the Ungrouped IDs group It can be used to store user ID information If the customer doesn t set up a customized user grouping structure all users can be placed in the Ungrouped IDs group and simply left there in which case it serves as the main ID storage area On the other hand if the customer sets up his own user grouping structure Ungrouped IDs can be used as a holding area for user IDs until they can be moved into the proper groups The Ungrouped IDs group can be populated with IDs in several ways By Running Reports When high level reports such as Site Analysis are run IDs that are found in the logfiles for the requested time frame are automatically assigned to Ungrouped IDs a Via Automatic Imports Ungrouped IDs can be populated during automated ID import processes if the customer has not set up a grouping scheme If a grouping scheme has been created the IDs are imported into their assigned specific groups Manually The Ungrouped IDs group can be populated manually NOTE Low level reports such as User Audit Detail which cover a single user cannot be created unless the user s ID has been assigned to a group Consequently if the ID is not in a customer created group it must be in the Ungrouped IDs group URL Universal Resource Locator The full address of a Web page Includes protocol designator e g http domain name e
167. scending numerical order by the highest bandwidth consumption this enables quick determination of site effect on bandwidth Individual user ID s are not shown on this report Hyperlinks to all visited Web sites are provided to facilitate further analysis Benefits This report gives you a quick view of the top Web sites consuming the most bandwidth in your network during the reporting period 18 Top Web Sites Report Features This report shows by Web site the number of visits made during the reporting period by the selected group Each site s category is shown alongside the number of visits made The list is sorted in descending numerical order by the number of visits this enables quick determination of site popularity Individual user ID s are not shown on this report Hyperlinks to all visited Web sites are provided to facilitate further analysis Benefits This report highlights the Web sites that were visited most by the audited group during the reporting period Copyright 1996 2011 Wavecrest Computing All rights reserved 147 19 Top Non Categorized Sites Report Features This report shows all unidentified hit activity i e all URLs that were routed to the Other category This is the only report that includes ALL activity not just bona fide visits Therefore the report reflects all extraneous images banners ads multimedia items etc as well as bona fide visits For each URL listed the report shows the number of hi
168. selected groups will be imported and you will have to go back to your import configuration and select any new groups so that they will also be included in the import Optional Check the checkbox at the bottom of the screen if you want to place the users from the unhighlighted groups into Ungrouped IDs This option can be helpful i e it will use the Ungrouped IDs group as a holding tank while you decide where to assign certain IDs Copyright 1996 2011 Wavecrest Computing All rights reserved 26 21 22 23 24 25 26 27 28 29 CAUTION If you check the box and do not select any User Groups all IDs will be placed in Ungrouped IDs Also remember that if you selected to manage your Groups and IDs outside the product you will not be able to move any of your Groups and IDs in the product Once you have selected the groups that you want to import click Next Setup Active Directory Name This Active Directory Configuration Name Company X Back Finish Type in a Name for this Active Directory configuration and click Finish Setup Active Directory Configuration Completed Message Active Directory configuration saved successfully Click here to add another Active Dir You should see a successful configuration message You now have the option to a Create another configuration by clicking on the link or b Close the window Once you have created your configuration s yo
169. stablished administrator or operator account 1 Go to Administration Access Accounts and click on the Modify link Administration Access Accounts Modify Select Account admin Administrator bsmith Bob Smith 2 Click on the account you wish to modify Administration Access Accounts Modify Properties Modify Properties Account Name admin Authentication Create Password eeeee Account Type Administrator Full Name Administrator Email Address first last company com Home Directory C TEMP 7 Groups Accounting Department 46 Drafting Department 31 Engineering Department 117 Marketing Department 94 S Department 90 chnical Services Department 9 3 Make your changes and click Submit to apply them Copyright 1996 2011 Wavecrest Computing All rights reserved 127 7 3 Delete Administrator and Operator Accounts Delete previously established administrator or operator accounts NOTE The administrator account cannot be deleted if he she is currently logged in 1 Go to Administration Access Accounts and click on the Delete link Administration Access Accounts Delete Delete Accounts bsmith Bob Smith Submit Rest 2 Select the radio button for the account that you wish to delete and click Submit Copyright 1996 2011 Wavecrest Computing All rights reserved 128 7 4 Download the URL List The Wavecrest URL list is updated dail
170. sure that you have the latest Wavecrest URL List which will include the most recent categorized URLS and aid in accurate filtering and reporting If your Internet traffic goes through a proxy begin with Step 1 as you will need to configure your proxy information first If Internet traffic does not go through a proxy then you can skip to Step 3 for downloading the list 1 If your Internet traffic goes through a proxy go to the Setup Download Settings screen to configure your proxy information This will ensure that you can download the list product updates and also receive product news Setup Download Settings Select Internet Connection to Wavecrest Download Servers Choice Direct connection Use an HTTP proxy HTTP Proxy Settings Proxy Host Proxy Port Domain Username Password 2 Fill in the text entry boxes with the correct authentication credentials and then click Submit 3 To download the list go to the Administration URL List screen and click on the Manual link Administration URL List Download Manual Manually Download Latest URL List Status eich A Etes Update URL List Download Now Direct Download Product Override Wavecrest Downloads 4 Next click on the Download Now button You should see a progress meter screen pop up When it indicates that the download is complete you can close the window NOTE The Product Override link should only be used in
171. t s working It also indicates the number and type of blocked attempts This report is a very useful supplementary tool for individual user audits 15 Network Information Report Features This report depicts total visits per category hourly total visits and total kilobytes read No individual IDs or sites are identified in this report It also shows download times see definition in appendix to report Benefits This report is a powerful tool for Network Administrators It serves as a valuable aid for managing bandwidth utilization 16 Site Analysis Bandwidth Report Features Similar in structure to Site Analysis report this report focuses on bandwidth consumption instead of visits It breaks down bandwidth usage first by acceptability classification then by category within each classification and then by user within each category Benefits This report provides IT personnel with a comprehensive categorized picture of how and when Web access is being used and it does so while identifying the most active users in each category This depiction is very helpful for managing bandwidth usage and advising management on corrective action measures 17 Top Bandwidth Sites Report Features This report shows by kilobytes category and actual URL the top bandwidth consuming site visits made during the reporting period by the selected group Each site s category is shown alongside the kilobyte consumption for the site The list is sorted in de
172. tages see Section 3 7 Choose the ID Type to be displayed 8 Select the Classification Policy you d like to use for the report Default is the policy you have set at the Category Setup Classification screen and No Classifications means that no classifications will be displayed in the report Classification Policy Name F g Categories Classification Science Neutral b Search Engines Acceptable v Categories Classification Agriculture Neutral v Anomymous Public Proxy Unacceptable v Categories Classification IP Address v Insurance Neutral v Auction Classified Banners Ads Blogs Business Services Chatinstant Messaging Construction Cults Custom Category 1 Drugs Education Entertainment Environment Unacceptable LM Neutral vj Oe o Neutral w Acceptable bs Unacceptable Neutral Vi Unacceptable v Unacceptable Acceptable l Unacceptable M Acceptable v Internet Services Job Search Legal Manufacturing Marketing Military News Non Profit Organizations Online Meetings Online Storage Other P2PFile sharing 10 Type in a name for your new classification policy FERR Ta Acceptable __ Mi Acceptable Vi Unacceptable M Acceptable Acceptable Neutral Neutral Neutral Acceptable Unacceptable wa Acceptable M lt Unacceotable Vv SharewareFreeware Shipping Shopping Social Networking Society and Culture Sports Spy
173. the Data Manager and import logfile data into the Data Manger For instructions on using the Data Manager see Section 3 0 on Data Management NOTE Adobe Flash 10 Player is required to view Dashboard reports 2 To open the Dashboard go to Reports Dashboard 3 The Home screen of the Dashboard will open with four overview charts displayed These charts represent data for the entire Enterprise over the last 7 days You will see a Visits Trend Report Bytes Trend Report Top Users Report and Top Categories Report Trend Visits Trend Bytes Enterprise Enterprise 1 360 a Cu Ca ee Wat et ne Lege ee pi Ca Ca Ca Ca Ca es Pe de ae ee a ae ae ee ST a ee ae May 23 2009 May 31 2009 May 23 Z009 May 31 2003 Top Users Visits Top Categories Visits p gt r a ow A P RCA TO PUR ITR _ May 23 2009 May 31 2009 ms p ___May23 2009 May 31 2009 Copyright 1996 2011 Wavecrest Computing All rights reserved 72 5 2 1 Top Reports These reports show Web use for the top users groups categories classifications and sites for the entire enterprise by the metric and timeframe specified For the purpose of the manual only a Top Users report is shown but all Top reports have the same customizable features 1 Go to Top Users 2 A chart with your top 10 users will automatically load with the default metric of Visits and the default timeframe of Last 7 Days Top Users E E P E
174. to the product you will want to change the default password NOTE This administration account and password must be made exactly the same on all secondary servers in the array 1 Go to Administration Access Accounts and click on the Modify link 2 Click on the admin Administrator link Administration Access Accounts Modify Properties Modify Properties Account Name admin Authentication Create Password eeeee Account Type Administrator Full Name Administrator Email Address first last company com Home Directory C TEMP TE Groups Accounting Department 46 Drafting Department 31 Engineering Department 117 Marketing Department 94 Sales Department 90 Technical Services Department 9 3 Type in your new password in the Password field 4 At this time you can also change the Full Name Email Address and Home Directory Reports will be sent to the Email Address specified and saved to the Home Directory specified on this screen 5 When you have finished making your changes click Submit Copyright 1996 2011 Wavecrest Computing All rights reserved 109 6 1 1 4 Configure a Network Account for the Product Service This step is necessary so that the Primary server can send logfile data to the Secondary servers 1 Gointo the Control Panel open Administrative Tools and then open Services 2 Right click on the product name and then click on Properties Name Description Status
175. top the scheduled import you will need to return to this screen and change the Automatic Update field to No 22 Select the Hour that you want the import to occur and select whether or not you wish to receive a Confirmation Email for the import 23 Click Submit to save your changes Copyright 1996 2011 Wavecrest Computing All rights reserved 20 2 2 2 Import from Active Directory with an SSL Certificate in Windows 1 Navigate to the folder wc cf db ldap for Cyfin or wce cyblock db ldap for CyBlock You will see a file named createLDAPCertificate bat Right click on the file and select Edit Put in the path of your certificate file cer file in the place of C path sample cer Save your changes and close the window Double click the createLDAPCertificate bat file You will be prompted with Trust this certificate no Type in yes after the colon and hit Enter Restart the service oO oOo ON Oo A WO PDP Now when you log in to the product go to Advanced Settings Groups and IDs and click on the Active Directory link 11 Click on the Setup link The configuration wizard will pop up Setup Active Directory Create or Modify Active Directory Configuration Select Configuration Create new Active Directory configuration w Option Delete 12 Leave the default selection set at Create new Active Directory configuration and click Next NOTE lf you ever want to make ch
176. total of visits to Unacceptable sites It also provides a section subdivided by category that lists each individual visitor and the number of visits that each made within each category The report depicts Web activity consisting of visits to sites in categories classified as Unacceptable Benefits This type of report supports Management by Exception techniques That is the report itself analyzes the activity and presents management with only the unacceptable visits Detail Audit Reports 8 Category Audit Detail Report Features This report is similar to the User Audit Detail report However it focuses on a single category instead of a single user That is it provides a detailed analysis of all covered users Web activity in a particular category that you select e g pornography All URLs including sub pages as well as home pages sites are sorted by user Benefits This report is very useful for identifying the most active users and the most heavily visited sites and pages in a selected category This makes it an excellent tool for conducting detailed audits and investigations of possible misuse of Web access resources 9 Category Audit Summary Report Features This report is similar to the User Audit Summary report However instead of analyzing a particular user s activity it provides a synopsized audit on a particular category Web sites are NOT sorted by user in this report Only URLs are displayed Benefits This r
177. ts Custom reports allow you to take one of Wavecrest Computing s 19 standard reports select what information you want shown in the report name and save it The custom reports you create can be run manually or be scheduled to be run on a regular basis 5 6 1 Create a Custom Report 1 Go to Reports Manual You may also go to Reports Schedule and click on the Create link if you wish to create a scheduled custom report NOTE Regardless of where you create a custom report through Reports Manual or Reports Schedule the custom report will be available in both areas 2 Select Custom Reports in the Selection pulldown Reports Manual Custom Standard or Custom Reports Selection Custom Reports Custom Reports Name Owner ES CustomRepotB ZY admin ES CustomReportA ZY admin E CustomRepotC ZY admin Create new custom report 3 Click the Create new custom report link Copyright 1996 2011 Wavecrest Computing All rights reserved 92 Custom Report Name custom Report Type Site Analysis Select Sections Report Header Table of Contents Report Highlights Activity By Classification Activity By Category Supplemental Activity Top Users or Workstations Activity Activity By Acceptable Categories Activity By Unacceptable Categories Activity By Neutral Categories Hourly Activity Appendix HBOONOWOWOnOWw Preview Inthe Name field type in a n
178. ts and the full domain name Individual user ID s are not shown The list is sorted in descending numerical order by number of hits Hyperlinks to all web sites are also provided Benefits This report can be used by administrators to help identify any intranet sites that perhaps should be added to a Company Intranet custom category A further benefit can be derived from this report by sending it to Sites wavecrest net for research by the Wavecrest staff Upon receipt the staff will identify research and categorize the Other URL s and incorporate them into the Wavecrest URL List Inclusion of these URL s in the Wavecrest URL List will greatly improve future reports Copyright 1996 2011 Wavecrest Computing All rights reserved 148 Abuse A level of Web use in a designated content category that is unacceptable to the customer s organization Automatic abuse detection is an optional feature within this product s reporting system It is based on customer specified criteria i e a specified number of visits in a 24 hour period If abuse detection is chosen the customer decides which categories to monitor and the levels thresholds at which usage becomes abusive See also Abuse Thresholds Abuse Thresholds The levels at which Web usage becomes abusive within designated categories Abuse Thresholds are set by the customer s organization on the basis of its Web access policy or guidelines The numeric threshold refers to a specified numb
179. u are now ready to import When you close the configuration wizard you should still be at the Advanced Settings Groups and IDs Active Directory screen Advanced Settings Groups and IDs Import Active Directory Active Directory Links Setup Setup Active Directory configurations Manual Import Active Directory ies now Schedule Schedule Active Directory ies imports To import your configurations immediately click on the Manual link If your import is successful you should receive the following message Setup Active Directory Configuration Completed Message Active Directory configuration saved successfully Click here to add another Active Dir Click on the link to view all of your imported Groups and IDs or close the window Every time you want to update your Groups and IDs you will need to go to the Advanced Settings Groups and IDs Active Directory screen and click on the Manual link unless you schedule daily updates Copyright 1996 2011 Wavecrest Computing All rights reserved 27 30 31 32 33 If you want to schedule imports to occur once every 24 hours click on the Schedule link Advanced Settings Groups and IDs Import Active Directory Schedule Schedule Active Directory Import Automatic Update Yes w Hour 12 v P M Confirmation Email Yes When Erors For the Automatic Update field select Yes If you ever want to stop the scheduled
180. ubgroup to Enterprise It is used to exclude designated individuals from reports When an ID is placed in this group his or her Web use activity will not appear in reports Next you must decide whether or not you will use grouping Using groups lets you apply different Web policy settings and report settings for each group Even if you wish to use a universal Web use policy for the entire company you may wish to have individual department or division reports run and sent to their respective managers only Grouping is also recommended if upper management or administrators want to see employee Web use activity If you choose not to use grouping we recommend that you place all of your users in Ungrouped IDs You can populate Ungrouped IDs three different ways a When high level reports such as Site Analysis are run all new IDs those not previously found in the logfiles will be placed automatically in Ungrouped IDs You can import IDs into Ungrouped IDs See Section 2 2 a You can manually add IDs to Ungrouped IDs See Section 2 3 In this section you will find instructions on Required Setup Completing this section is required mandatory before importing any Groups and IDs a Importing Groups and IDs Import from Active Directory or a text file a Adding Groups and IDs Manually input Groups and IDs or add them after your initial import Editing Groups and IDs Delete move and modify Groups and IDs a Finding
181. uled custom report NOTE Regardless of where you create a custom report through Reports Manual or Reports Schedule the custom report will be available in both areas 2 Select Custom Reports in the Selection pulldown Reports Manual Custom Standard or Custom Reports Selection Custom Reports M Custom Reports Name Owner Custom RepotB Z admin Custom RepotA Z admin ES CustomRepotc PY admin Create new custom report 3 Click on the pencil edit icon next to the custom report you wish to modify Custom Report Name custom Report Type Site Analysis Select Sections Display Report Header Table of Contents Report Highlights Activity By Classification Activity By Category Supplemental Activity Top Users or Workstations Activity Activity By Acceptable Categories Activity By Unacceptable Categories Activity By Neutral Categories Hourly Activity Appendix O O oO O oO O Preview Save Cancel 4 Make your changes to the Name or selected sections and click Save Copyright 1996 2011 Wavecrest Computing All rights reserved 97 5 6 4 Delete a Custom Report 1 Go to Reports Manual You may also go to Reports Schedule and click on the Create link if you wish to create a scheduled custom report NOTE Regardless of where you create a custom report through Reports Manual or Reports Schedule the custom report will be available in both areas
182. ure 1 below is a hypothetical illustration of such information serlD _ FulName member of 3801 Smith John Accounting BuickMfg Domestic GeneralMotors 7498 Brown Jane Sales ChevroletMfg Domestic GeneralMotors D 1749 Doe Oscar QualityControl CadilacMfg Domestic GeneralMotors 5998 Ray Tom Accounting BuickMfg International GeneralMotors 7494 Gill Ann roduction ChevroletMfg International GeneralMotors 6487 Barr Phil ngineering CadillacMfg International GeneralMotors Figure 1 Example of Groups and IDs Information Field Definitions In this example columns 1 and 2 are devoted to the individual employees and columns 3 6 illustrate the departmental or organizational hierarchy Column 3 is the lowest level in the hierarchy and is the employee s immediate parent organization Columns 4 through 6 represent increasingly higher levels in the organizational hierarchy Copyright 1996 2011 Wavecrest Computing All rights reserved 140 Hierarchical Considerations Figure 1 illustrates a hypothetical multi tier case involving the maximum number of hierarchical levels four Fewer columns can be used if fewer levels of hierarchy or none at all are needed For example only three columns of data are mandatory for a two level Ds only no full names approach One of the three columns is used for some form of user ID one for the users first level parent s and one for second level parents Such an approach would us
183. ure which further differentiates between actual visits and hits making for a more accurate depiction of visits The visit filter is enabled by default but it can be disabled upon request Web Policy A term that is synonymous with AUP Acceptable Use Policy See also Web Policy Support Web Policy Support Web policy support refers to how this product helps enforce an organization s AUP Acceptable Use Policy Some of the attributes that help to accomplish this include Category Classification Edit URLs Name Custom and Abuse Thresholds NOTE An additional example in our filtering products is the Block Categories setting XML Extensible Markup Language A widely used interoperability standard As used in earlier versions of this product and its documentation the term XML generally refers to the product s optional use Data Manager which when enabled can automatically retrieve and store logfile information in XML format The chief advantage of this approach is greatly reduced report generation time compared to report generation processes that read logfiles directly Copyright 1996 2011 Wavecrest Computing All rights reserved 151 The OtherWise Program What is It OtherWise is a voluntary confidential and free program under which we partner one on one with participating customers to steadily improve the quality coverage and usability of Cyfin or CyBlock The goal is to maximize the number and percentage of Web sites that the so
184. used in reports 3 Click Submit to apply your selection Copyright 1996 2011 Wavecrest Computing All rights reserved 66 5 1 2 Custom Header This screen lets you display a custom header message HTML or TXT on every report The message can contain any information that might be helpful to the recipient of the report Examples include suggestions on how to use the report phone numbers for advice or clarification link to an FAQ on your Intranet link to your usage policy etc 1 To use this feature you must first create a header message 2 Create the message as a TXT file and take note of the path you decide to use for the file When creating the message utilize HTML tags if you need them NOTE The default text file path for Cyfin products is wc ct db custom txt for CyBlock products it is wc cyblock db custom txt 3 Go to Advanced Settings Report Settings and click on the Custom Header link Advanced Settings Report Settings Custom Header This product lets you display a custom text message HTML or TXT on every report The message can contain any information th include suggestions on how to use the report phone numbers for advice or clarification link to an FAQ on your Intranet link to yo Custom Header Filename C Program Files Wavecrest CyBlock wc my 4 Enter the complete path to the TXT file you created in the Filename text entry box or use the Browse button to find the file 5 Cl
185. ust finish the steps to configure your array before any logfiles will be available Copyright 1996 2011 Wavecrest Computing All rights reserved 112 6 1 1 7 Set the Import Data Storage Location The Import Data storage location needs to be on a shared network drive so that all servers in the array will be able to find the imported data If that is not the case on an already configured Cyfin install we recommend that you save copies of all import data war files to a safe location as a backup precaution Then change the locally configured storage path to a shared network drive location Place copies of any pre existing pre Array import data in the new shared location We recommend that you also keep backup copies of pre existing import data elsewhere for a short amount of time to ensure that no data is lost NOTE Test results have proven that having this location at a different physical hard disk than the logfile configuration you set above results in much faster import time We recommend this setup because in this scenario you re reading from one hard disk and writing to another 1 Go to Logfiles Data Manager and click on the Settings link Logfiles Data Manager Settings High Level Database Current Database Derby Modify Database Low Level Database Wavecrest Database Location C Program Files wavecrest Cyfinhwchcfdb Notify Admin of Errors Enable Disable 2 Type in the path of t
186. utral Visit Report Features This report provides Web use only for categories classified as Neutral Benefits Management can quickly determine the level and type of Neutral activity 5 Site Analysis Report Features This report depicts the same Web site visits three different ways Total visits by classification acceptable unacceptable a Total visits by category shopping pornography etc Total visits by user per category Note Individual sites are not identified in this report Benefits The Site Analysis report looks at the same visits from three different perspectives i e acceptability category volume and user visits within categories It can be used by all levels of management and by network administrators to perform audits and analyses of activity in either broad or focused areas 6 Top Users Report Features This report lists the top users by visits hits and bytes read If Abuse Thresholding is enabled it will also show the user names that go over the threshold settings Benefits This report can be used by administrators to get a quick summarized look at Internet activity on the network It lists the users with the highest volume of activity be it acceptable or otherwise Copyright 1996 2011 Wavecrest Computing All rights reserved 145 7 Unacceptable Visit Report Features This report depicts Unacceptable activity only It does this in several ways The report first provides an uncategorized
187. ve copies of your import data war files to a safe location before continuing CAUTION If you ever decide to disband an array remember to manually save import data war files to a safe location first After you ve taken machines out of an array scenario you will then be able to place the import data where you see fit 6 1 1 Designate and Set up the Primary Server 6 1 1 1 Install the Product on the Primary Server 1 Double click on the executable file and simply follow the wizard s onscreen instructions 2 After a few clicks you will find yourself at the login screen shown below WAVECREST COMPUTING Cyfin Please enter proper credentials 3 Log into the product using the following default credentials LOGIN admin PASSWORD password NOTE If the login screen does not appear bring it up by going to Start Programs Cyfin Browser Interface Copyright 1996 2011 Wavecrest Computing All rights reserved 107 6 1 1 2 Download the URL List This step will ensure that you have the latest Wavecrest URL List which will include the most recent categorized URLs If you are required to use a proxy for all http connections begin with Step 1 as you will need to configure your proxy information first If Internet traffic does not go through a proxy then you can skip to Step 3 for downloading the list since Direct Connection is the default selection When trying to download the list the product always tries
188. wall InterScan VirusWall iPlanet Web Proxy lronPort Appliance Microsoft ISA Server ISA Format Microsoft ISA Server ISA Extended Format Microsoft ISA Server MSDE Database Microsoft ISA Server SQL Database Microsoft Web Proxy MIMEsweeper For Web NetCache Appliance Netscape Proxy 3 Use the pull down menu and select the Type of Logfile for your server NOTE If you make a mistake the product will realize it in a couple of steps and redirect you back to try again 4 When you have made your choice click Next Logfiles Setup Select Logfile Directory Choose Location Type Localor Mapped Drive UNC path Directory C Program Files Microsoft ISA Server SALoc 5 Configure the logfile directory and click Next NOTE Remember that secondary servers must share their log folders for the Primary server to access the logfiles across the network 6 The product will locate and validate your logfiles in the next step You should see a progress meter and a message indicating success on this screen Logfiles Setup Logfile Validation Information Time of activity 00 00 01 Progress 100 Type of Logfile Microsoft ISA Server ISA Format Path Current File Al files have been checked Valid Files 1 Status Validation process complete Click Next Button to continue Copyright 1996 2011 Wavecrest Computing All rights reserved 119 7 When you see the green colored success
189. ware Malicious Stock Trading TVVideo Streaming Tasteless Telecommunications Transportation 9 To create a new classification policy click on the Add button You will see the below popup Copyright 1996 2011 Wavecrest Computing All rights reserved Unacceptable M Acceptable M Unacceptable v Unacceptable v Unacceptable M Unacceptable v Unacceptable Unacceptable Unacceptable v Unacceptable v Acceptable w Acceptable v 95 11 12 13 14 15 16 17 18 19 20 21 22 Using the pulldowns next to each category select a classification Click Save to save your changes If you ever want to edit a classification policy that you have created simply select that policy in the Classification Policy pulldown and click on the Edit button Make your changes and click Save If you ever want to delete a classification policy select that policy in the Classification Policy pulldown and click Delete For ID Presentation in the report you can choose to display IDs anonymously Check the Anonymous IDs checkbox to do so Inthe Data Configuration field you can choose to select a single data configuration to include in the report or you can choose to include all of them NOTE This field will only show if you have more than one logfile type configured in Cyfin Reporter or CyBlock ISA Choose the Timeframe for your report Use the pull down to select either a predefined tim
190. with each import Otherwise only new IDs in your selected groups will be imported and you will have to go back to your import configuration and select any new groups so that they will also be included in the import Copyright 1996 2011 Wavecrest Computing All rights reserved 18 11 12 13 14 15 16 17 18 19 Optional Check the checkbox at the bottom of the screen if you want to place the users from the unhighlighted groups into Ungrouped IDs This option can be helpful i e it will use the Ungrouped IDs group as a holding tank while you decide where to assign certain IDs CAUTION If you check the box and do not select any User Groups all IDs will be placed in Ungrouped IDs Also remember that if you selected to manage your Groups and IDs outside the product you will not be able to move any of your Groups and IDs in the product Once you have selected the groups that you want to import click Next Setup Active Directory Name This Active Directory Configuration Name Company X Back Finish Type in a Name for this Active Directory configuration and click Finish Setup Active Directory Configuration Completed Message Active Directory configuration saved successfully Click here to add another Active Dir You should see a successful configuration message You now have the option to a Create another configuration by clicking on the link or b Close the window
191. y In order to receive these daily updates you must either download the URL list manually or configure the product to download it automatically once a day 7 4 1 Manual Download 1 Go to Administration URL List and click on the Manual link 2 Administration URL List Download Manual Manually Download Latest URL List Status Lettres eee EEE Update URL List Download Now Direct Download Product Override Wavecrest Downloads If the URL list is expired older than 45 days the status bar will be red with a message stating that the list is expired If the URL list is about to expire older than 30 days the status bar will be yellow and will state how many days old your list is If you get either of these messages you should download the URL list immediately These messages will also appear when you log in If your latest list was downloaded within 30 days the status bar will be green as shown above NOTE To avoid the risk of having the list expire we recommend that you schedule the URL list to automatically download daily See Section 6 4 1 for instructions on scheduling the download Click on the Download Now button to download the latest version of the list A screen will pop up with a Download Progress bar will show the download s progress percentage You will receive a confirmation statement in the Textual Progress area when the list is fully downloaded When this occurs you can close the wi
192. y reduce the risk of legal liability wasted bandwidth security threats and lost productivity These same features help ensure the production of clear actionable information that management and IT staff can use to correct any deviations from the organization s policy Copyright 1996 2011 Wavecrest Computing All rights reserved 57 4 1 Classify Categories By classifying categories you are assigning an acceptability rating to each Web use category Categories can be rated as Acceptable Unacceptable or Neutral in accordance with your organization s Internet usage policy Initially each category has a default classification which you can accept if you like but you will probably want to change some of these to conform to your policy These classification settings will appear as the Default option when selecting a Classification Policy for reports NOTE For descriptions of each category go to Advanced Settings Category Setup and click on the Descriptions link 1 Go to Advanced Settings Category Setup and click on the Classification link Advanced Settings Category Setup Classification Classification Settings Categories Classification Agriculture Neutral Auction Classified Unacceptable Banners Ads Neutral Business Services Acceptable Chat Unacceptable Construction Neutral Cults Unacceptable Download Sites Unacceptable Drugs Unacceptable 2 Use the drop down menus next to each category to classify each
193. y source for the product Most of the time the directory source is grouped according to your network setup and not according to how you want to apply Web use policies 1 To make your selection go to Advanced Settings Groups and IDs and click on the Setup link Advanced Settings Groups and IDs Setup Required Setup for Import Where do you want to manage additions deletions Inside the Product Default This option lets you add delete and move Q imported whether manually or scheduled fr Outside the Product This option will not let you add delete or m place in the directory from which you are u Directory or a Text file all Groups and IDs wl 2 Click on the radio button to make your selection and then click Submit to apply your changes Copyright 1996 2011 Wavecrest Computing All rights reserved 2 2 Import Groups and IDs If you have not completed Section 2 1 Required Setup do so first before getting started with importing Groups and IDs There are two ways to import your Groups and IDs You can configure to import your Groups and IDs from 1 Active Directory or 2 a text file If you choose to import from Active Directory you have the option of creating a scheduled import to occur once every 24 hours 2 2 1 Import from Active Directory 1 To create an Active Directory configuration to be imported go to Advanced Settings Groups and IDs and click on the Active Directory link 2 Clic
194. you can type them in the appropriate text boxes Otherwise click on the Search button to select the applicable Group s and or ID s The following screen will pop up in a separate window Groups and IDs Search Select Groups and IDs OR Groups Selected Group s IDs Enterprise 544 Austin David davidaustin Accounting Department 51 Drafting Department 46 Engineering Department 128 Marketing Department 108 Sales Department 100 Technical Services Department 1 Blackson Willis willis Brotemarkle D L ad0063 Brown Charlie J charlie Buchanan Logan b33 Chabrow Phillis pc 30 Clark Tara Ann tara Ungrouped IDs 5 Collins Juan juan VIP 1 Conover Joel joel45 Davidson Scott scottd Doppers William V billd Dykstra Vincent vd1017 Ertel Mike me28 Hagood Cindy ad0036 _ Hardin Alicia eh23 Save Selected IDs 5 Several options are available for selecting Groups and IDs You can select one Group or ID you can select multiple Groups or IDs or you can select multiple Groups and IDs Selecting a Group or ID If you are only selecting one Group or ID select that Group or ID by clicking on it so that it is highlighted and click Submit Selecting more than one Group If you are selecting multiple Groups hold down the control key and click on the Groups you want so that they are highlighted then click Submit Selecting more than one ID If

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