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Cyfin Reporter Manual

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1. RRRKK Reports Password 2 In the 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 2007 Wavecrest Computing All rights reserved 56 4 Select the Report Expiration using the pulldown Interactive reports will no longer be accessible past the number of days you select 5 In the 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 poli
2. e eo Reb een RE 78 Z3 JOD Qu ette ti 79 PATIO E er RTE aE 80 7 4 1 Documentation cc aa 80 PAP TONNES mere eee tone re Sr Re ne 80 74 3 Support FIUNT te du Se ns ne id 80 A 4 System IN Oman sn ici tcc mati UR A EU 80 744 1 System SIU cesar LL etc RE il AA ne ne ne de ats 80 7 4 4 2 Server Information nn 81 FAAS Check URC ute eene uada eM LEE 81 7 4 4 4 Sample Reports ess aestate a se Ns at caue a fu bte NS 81 T 4 5 ADOUL o emi 81 Appendix A Groups and IDs tas 82 Appendix B Report Descriptions EXC A SE TE 88 Appendix C Glossary GI Terms titi th 91 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 setu
3. 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 pS 2 Enter your organization s name in the Organization Name text entry box 3 Enter the server name or its IP Address that the product will use NOTE This 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 2007 Wavecrest Computing All rights reserved 78 7 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 perf
4. 1 Go to Logfiles Data Manager and click on the Import Data link 2 Click on the Manual link under Delete Logfiles Data Manager Import Data Delete Manual 3 Select the Data Configuration you want to view or select A 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 2007 Wavecrest Computing All rights reserved 43 3 2 5 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 Select the Enable radio button to schedule for automatic deletions to occur 3 4 Select the Hour 5 Using the Delete data older than pulldown menu select what old data you want deleted automatically 6 Cluck Submit to apply your settings Copyright 1996 2007 Wavecrest Computing All rights reserved 44 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
5. Modify Scheduled Reports 1 Weekly on Thursday 2 PM Site Analysis admin 2 Daily 12 A M User Audit Detail admin 3 Make your modifications and click Submit to apply your changes 5 5 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 delete Reports Schedule Delete Scheduled Reports 1 Weekly on Thursday 2 P M Site Analysis admin O 2 Daily 12 AM User Audit Detail admin 3 Click Submit to apply your deletions Copyright 1996 2007 Wavecrest Computing All rights reserved 66 5 6 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
6. 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 ea 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 Copyright 1996 2007 Wavecrest Computing All rights reserved 1 4 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 eBorder Server Gauntlet Firewall IBM WTE Proxy Inktomi Traffic Server InterLock Firewall InterScan Viruswall Planet Web Proxy Microsoft ISA Server ISA Format Microsoft ISA Server ISA Extended Format Microsoft ISA Server MSDE Format local server Microsoft ISA Server MSDE Format remote server Microsoft Web 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 5 In this step you need to direct the product to where your logfiles are located a f the
7. 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 Logfiles Data Manager Import Data Import Manual Microsoft ISA Server ISA Form E Type of Logfile Microsoft IS Path C Program Files Log Name ISALOG_20070420_WEB_000 its ISALOG 20070421 WEB D00 is ISALOG 20070422 WEB O00D is ISALOG 20070423 WEB 000 is ISALOG 20070424 WEB D0Dis Apr En Select All Deselect All 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 2007 Wavecrest Computing All rights reserved 38 3 2 2 3 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
8. MI 259 7 carolyn 697 lt 1 EM 255 322 lt 1 IN 253 1 000 lt 1 MN 246 458 lt 1 Bl 241 265 lt 1 MY 237 1 491 lt 1 ME 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 2007 Wavecrest Computing All rights reserved With this product you can run high and low level reports schedule reports to run regularly set report preferences and review report policies For a complete listing of reports and their definitions please see Appendix B You also have the option to use interactive reporting 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 the Wavecrest Database must be enabled so that reports will run against Web use data in the database Interactive Reporting will not work if reports are run from the raw logfiles Running reports allows you to analyze employee Web use so that you can easily identify instances 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 report
9. 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 A login 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 automatically 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
10. 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 O Copyright 1996 2007 Wavecrest Computing All rights reserved 89 14 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 15 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 furt
11. 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 3 Select the Enable radio button to schedule import data 4 Select the Hour to begin 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 2007 Wavecrest Computing All rights reserved 39 3 2 3 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 To view your logfiles go to Logfiles Data Manager and click on the Import Data link Then click on the Viewer link Logfiles Data Manager Import Data View Viewe
12. 11 59 59 PM Groups and IDs GA Selected Groups 9 Selected IDs pue 2 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 3 Select the Report Type nteractive or Head 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 4 Choose the ID Type to be displayed 5 For ID Presentation in the report you can choose to display IDs anonymously Check the Anonymous IDs checkbox to do so 6 In the 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 7 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 Copyright 1996 2007 Wavecrest Computing All rights reserved 63 8 Select the Group s and ID s that you wish to show in the report 9 Click Submit to run the report 10 If you selected Enter other Email to Receive Report s or Select Other Directory to Save Report s in the Report Delivery field you will see a popup screen with a text box to type in the email address or direc
13. 266 546 4 155 124 113 178 6 00 38 18 173 566 lt 1 MN 173 566 5 155 124 113 134 5 03 50 27 148 609 lt 1 NENNEN 148 609 6 155 12322 4 4 14 03 18 132 066 lt 1 MN 132 066 7 14326 522 3 04 11 12 91 424 lt 1 MN 91 424 8 143 34 5 200 2 11 09 15 70 985 lt 1 MN 70 985 9 155 124 25 14 2 06 49 09 65 783 lt 1 MN 65 783 10 143 26 84 112 1 23 35 09 57 103 lt 1 MN 57 103 11 172 17 74 183 1 21 22 12 54444 lt 1 E 54 444 12 155 118 61 226 1 19 20 12 52 004 lt 1 MI 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 i 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 2007 Wavecrest Computing All rights reserved 68 5 7 Review Report Policies If you ever want to review your report sett
14. 5 2 Schedule Automatic Data Deletion nn 44 4 0 Web Policy Support A II II A 45 4 1 Classify Categones tencia 46 42 Custom Categories ieue 47 4 3 Edit URLs in Categories ci 49 4 4 Abuse Thresholds nn 50 5 0 Reporting E n umo e II M LOL MID LULA a 53 5 1 Set Report Preferences cse tt AA 54 5 Ed grid S INOS EE nn ae ene te tilt er 54 5 1 2 Custom Header es 54 5 1 3 Display CARGO ORCS suisse ctetu s ee ad 55 5 14 Filename Eortmat e Eh tte a Eft 56 5 1 5 Interactive Reports tont ta 56 5 1 6 Maximum DS e de abo db 57 DL REDON SUIS ctu etu ah abu istud aes 58 5 2 Run a High level Summary Report 59 5 3 Hun a Detail Audit Report eate 61 5 4 Run a Site Analysis Bandwidth Report 63 5 5 Schedule FRED OMS vii tas oae tili qt A RA Rau 65 5 5 1 Modify Scheduled Reports os 66 5 5 2 Delete Scheduled Reports EE 66 5 6 Using Interactive Reports eio dado oret 67 5 7 Review Report POliCles e tutte ta dd 69 6 0 Administrative Features ii 70 6 1 Create Administrator and Operator Accounts sss 71 6 2 Modify Administrator and Operator Accounts sss 72 6 3 Delete Administrator and Operator Accounts wwwwm 73 6 4 Download the URL List 6 4 1 Manual Download 6 4 2 Schedule Download een 6 5 Download Product Updates 76 6 6 Check Prod ct NeWs 11 46 smart 77 IA A 78 ZA QUIK STO Escoria rah la o rl ie Ms 78 F 2LiCcense
15. Advanced Settings Groups and IDs Properties Modify Enterprise 16 Abigail Harris aharris Engineering 5 georgdolivo gdolivo Marketing 5 johnsmith jsmith Sales 1 Mary Diaz mdiaz Ungrouped IDs 5 VIP 0 E No email address allowed for IDs EE No save directory allowed for IDs close 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 for each subgroup Copyright 1996 2007 Wavecrest Computing All rights reserved 27 3 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 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 5 Click on the Close Window button w
16. Computing All rights reserved 30 Another benefit is that the database 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 Wavecrest Database 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 You can choose the groups IDs Categories and timeframe of the data to export Copyright 1996 2007 Wavecrest Computing All rights reserved 31 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 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 logfile configuration select that logfile configuration and click on the Delete button 3 Click Next Logfiles Setup Select Logfile Type Type of Logfile eBorder Server Gauntlet Firewall IBM WTE Proxy Inktomi Traffic Server InterLock Firewall InterScan VirusVYall iPlanet Web Proxy Microsoft ISA Server ISA Format Microsoft ISA S
17. Custome 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 5 Leave the Enterprise group in the Selected Groups box and simply click Submit Copyright 1996 2007 Wavecrest Computing All rights reserved 11 6 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 7 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 2007 Wavecrest Comput
18. Database see Section 3 1 When an Interactive 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 Click 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 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 O Copyright 1996 2007 Wavecrest Computing All rights reserved 67 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 9222821 286 167 lt 1 MIN 286 167 3 143 1863 2 9 06 07 18 266 546 lt 1 MON
19. Status Cyfin tm Reporter Application Server Status Overall System Status Quick Link Site Analysis Report screen Copyright 1996 2007 Wavecrest Computing All rights reserved 80 7 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 7 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 simply enter the URL below and hit the Submit button The category in the list where the UR
20. at least one user in order to be reported on Augmenting the Core Grouping Arrangement The Groups and IDs 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 reports 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 group
21. 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 11 User Audit Summary Report Features This report lists all the Web sites visited by a single user during 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 12 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 report 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 13 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
22. 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 a 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 in the workplace By using these features you can greatly 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 2007 Wavecrest Computing All rights reserved 45 4 1 Classify Categories By classifying cate
23. credentials COMPUTING 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 O Copyright 1996 2007 Wavecrest Computing All rights reserved 1 2 Change the Default Password Once you have logged into the product 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 Engineering 4 Marketing 5 Sales 1 Ungrouped IDs 24575 VIP 0 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 2007 Wavecrest Computing All rights reserved 1 3 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 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
24. 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 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 Click on the Setup link The configuration wizard will pop up Advanced Settings Groups and IDs Import Active Directory Setup ac 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 5 Enter your appropriate information in the following fields Directory Server Login Distinguished Name and Password Only modify the Authentication Type and Port if necessary Simple is the default for Authentication Type and 389 is the default for Port 6 Click Next Copyright 1996 2007 Wavecrest Computing All rights reserved 15 7 Both Connection Status and Authentication Status indi
25. 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 2007 Wavecrest Computing All rights reserved 35 3 2 Wavecrest Database 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 its internal database and converts it into a more efficient format This greatly increases 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 Setup link 2 Select the Enable radio button to enable the Data Manager The Data Manager is enabled 3 Click Submit A screen containing instructions for importing your logfile data will pop up Copyright 1996 2007 Wavecrest Computing All rights re
26. you are creating 5 Type in the 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 2007 Wavecrest Computing All rights reserved 71 6 2 Modify Administrator and Operator Accounts This feature lets you modify a previously established administrator or operator account 1 Go to Administration Access Accounts and click on the Modify link Administration Access Accounts Modify ISA Server Group 1 testit 1 Engineering 5 Downstairs 1 Upstairs 1 SalesSupportGroup 1 Doma
27. 16 978 15 Health and Medicine Acceptable 105 383 lt 1 106 383 O Copyright 1996 2007 Wavecrest Computing All rights reserved 64 5 5 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 Choose the type of report you wish to schedule and click on that report s link For purposes of this manual we will schedule to run a User Audit Detail report Reports Schedule Create User Audit Detail Hits Visits All Hits includes all URLs Is Single line URL 3 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 4 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 5 Choose the ID Type to be displayed 6 If you have set Abuse Thresholding and want it to display on the report click the Enable radio button 7 In the Data Configuration field you can choose to select a single data configuration
28. 4 12 00 00 AM 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 Stop Time Oct 1 2004 12 00 00 PM Oct 2 2004 12 00 00 AM Oct 2 2004 12 00 00 PM Oct 3 2004 12 00 00 AM Oct 3 2004 12 00 00 PM Oct 4 2004 12 00 00 AM Oct 4 2004 12 00 00 PM 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 Logfile can be used to generate reports a Invalid Logfile has a problem or is not compatible with report request Pending Validity has not yet been determined i e current file has not been read yet Copyright 1996 2007 Wavecrest Computing All rights reserved 34 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
29. EE WAVECREST COMPUTING www wavecrest net Introductio a a po esc etitm ema de 1 1 0 Ger Started on ebbe et eee copi dece A nettes 3 1 1 Download and Install the Product 4 1 2 Change the Default Password uui 5 1 3 Set up Memory Settings 1 4 Conligure Lo llles eo tot oed 1 5 Download the URL List e ds 9 1 6 Set up Administrator Email so 10 1 7 Create and Run a Site Analysis Report sss 11 2 0 Groups a EO TEN 1 13 2 1 Required Selup tertiis liti Eoi 14 2 2 Import Groups and TDS iii or UR bn qp i gode diae 15 2 2 1 Import from Active D reCtOryY dot eode eset en e De esed 15 2 2 2 Importa Text File tet ottenere brida 19 23 Add Groups and IDS ee di 21 2 9 1 Add Groupe AU A A A od a 21 2 3 2 Add an ID DA Edit Groups and IDs edo toe oh ttd e 25 24 11 Delete e eae es 25 DA 2 a o 26 2 3 MOI A Ln E 27 25 FindanlD eed etel itae estu etes 29 3 0 Data Management na eld 30 3 1 Logfile Data eit ld 32 3 1 1 Set up Logfile Configurations isaac os 32 3 1 2 View a ee ts 34 3 1 3 Revalidate Logfiles ioiii 35 3 2 Wave crest Database 36 A 36 3 242 Import Logfile Dala antena desolada 37 3 221 Import OPON S oh e be tette o edo eios tla a ee Ne 37 3222 Manual IMPOR 38 3 2 2 3 Scheduled Import s eruat iubens 39 92 9 VISWIDS table e ds e td ua hund 40 Su E Expor Data it anto 41 325 Delete Data PCE ZA 43 3 2 5 1 Manually Delete Data nn nn 43 3 2
30. Info info wavecrest net Forum http forum wavecrest net Copyright 1996 2007 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 Change the Default Password Change the Administrator password Set up Memory Settings Select the amount of memory needed Configure Logfiles Specify what type of logfiles you have and where they are stored Download the URL List Complete this step so that you can run reports Set up Administrator Email Receive reports and status updates via email 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 O Copyright 1996 2007 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 mu Cyfin Reporter Accurate monitoring solutions Login Password EE WAVECREST Please enter proper
31. L was found will be returned As an example enter http www superchicken com then hit the Submit button Check URL http www wavecrest net http www wavecrest net Hardware and Software Acceptable URL found in Standard Wavecrest URL List Type of Categorization Standard Wavecrest URL List Configured List s Standard Wavecrest URL List v5 0 1 Days 7 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 7 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 O Copyright 1996 2007 Wavecrest Computing All rights reserved 81 Introduction to Groups and IDs General 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 t
32. 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 2007 Wavecrest Computing All rights reserved 92 Ungrouped IDs 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 b
33. 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 2007 Wavecrest Computing All rights reserved 93 C C WAVECREST COMPUTING Cyfin Reporter Build Date 10 Sep 2007 Wavecrest Computing 2006 Vernon Place Melbourne FL 32901 Toll free 877 442 9346 Voice 321 953 5351 Fax 321 953 5350 www wavecrest net
34. age your Groups and IDs outside the product you will not be able to move any of your Groups and IDs in the product 12 Once you have selected the groups that you want to import click Next Advanced Settings Groups and IDs Import Active Directory Setup 14 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 15 Once you have created your configuration s you are now ready to import Copyright 1996 2007 Wavecrest Computing All rights reserved 17 16 17 18 19 20 21 22 23 24 When you close the configuration wizard you should still be at the Advanced Settings Groups and IDs Active Directory screen To import your configurations immediately click on the Manual link If your import is successful you should receive the following message 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 If you want to schedule imports to occur once every 24 hours click on the Schedule link 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 U
35. ame 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 control 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 e
36. ame ends with ford com enter ford com a Intranet site name starts with http www ford enter http www ford a Intranet site name contains ford enter ford When you make wildcard entries such as these this product will simultaneously add all of the applicable sites to the selected category CAUTION Adding wildcard URLs to the category could cause a performance slowdown 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 Copyright 1996 2007 Wavecrest Computing All rights reserved 49 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 The steps below take you through the process of setting your abuse thresholds 1 Go to Advanced Settings Report Settings and click on the Abuse Thresholds link Advanced Settings Report Settings Abuse Thresholds 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 Select
37. and click on the Report Style link Advanced Settings Report Settings Report Style 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 Copyright 1996 2007 Wavecrest Computing All rights reserved 58 5 2 Run a High level 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 Our 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 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 use Legal Liability but these instructions will work for any high level report you wish to run Now let s manually set up and run a Legal Liability report 1 Go to Reports Manual and click on the high level report that you would like to run Reports Manual Site Analysis Settings 2 For Repor
38. another configuration Copyright 1996 2007 Wavecrest Computing All rights reserved 1 5 Download the URL List This step will ensure 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 2 Fillin 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 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 unsuccesstul 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 2007 Wavecrest Computing All rights reserved 1 6 Se
39. ature 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 database being enabled To populate the internal database with past configured logfile data you can import these logfiles into the database 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 Wavecrest Database is report generation speed When the database is used a virtually unlimited number of authorized users can generate their own reports in minimal time This can be done with little or no help from IT network personnel For example when the database 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 internal database With respect to scalability this product can run a report based on 1 GB of 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 database you never have to read it again The data remains stored and readily available for future use Copyright 1996 2007 Wavecrest
40. atus 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 3 Click on the Download Now button to download the latest version of the list The following screen will pop up and the Download Progress bar will show the download s progress percentage Administration URL List Download Download Now 4 You will receive a confirmation statement in the Textual Progress area when the list is fully downloaded When this occurs 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 unsuccesstul 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 2007 Wavecrest Computing All rights reserved 74 6 4 2 Schedule Download 1 Go to Administration URL List and click on the Schedule link Administration URL List Download Schedule 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 I
41. cators should appear green Advanced Settings Groups and IDs Import Active Directory Setup 8 If both are green click Next If either status is red click Back and double check your Directory Setup settings iS DC Wavecave DC ian 10 Select the proper grouping type such as OU or Department and click Next Copyright 1996 2007 Wavecrest Computing All rights reserved Advanced Settings Groups and IDs Import Active Directory Setup pS 11 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 anything 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 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 man
42. caused by technical anomalies e g page not found by server etc 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 The 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 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 Copyright 1996 2007 Wavecrest Compu
43. cies 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 Selected Policy Policy E Assign Groups and IDs B Groups Q IDs pee Note Assigning Groups and or IDs to the selected policy is optional Set Maximum IDs Displayed Per Table IDs 40 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 also delete a previously selected Maximum IDs policy by clicking on the Delete button 4 Assign Group s and ID s 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 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 2007 Wavecrest Computing All rights reserved 57 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
44. cified 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 subgroup 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 NOTE In the case of Wavecrest s CyBlock filtering products VIP users are still subject to universal blocking schemes That is they are blocked from the same categories as other users but their Web use activity is not reported 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 wa
45. 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 Groups and IDs 89 Selected Groups Q Selected IDs dshrute philliplynott 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 2007 Wavecrest Computing All rights reserved 42 3 2 5 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 3 2 5 1 Manually Delete Data
46. 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 To exit click on Close Window Copyright 1996 2007 Wavecrest Computing All rights reserved 33 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 Logfiles Viewer Display Selection Valid Logs Only O Invalid Logs Only O All Logs Hetcache Appliance Data iNetcache Appliance Data iv Type of Logfile NetCache Appliance Path EWiles Log Name http log bdcitpx 2004 10 01 12 http log bdcitpx 2004 10 02 00 http log bdcitpx 2004 10 02 12 http log bdcitpx 2004 10 03 00 http log bdcitpx 2004 10 03 12 http log bdcitpx 2004 10 04 00 http log bdcitpx 2004 10 04 12 2 In the Display Section use the radio button or pull down menu to select the logfile s you want to view Start Time Oct 1 2004 12 00 00 AM Oct 1 2004 12 00 00 PM Oct 2 2004 12 00 00 AM Oct 2 2004 12 00 00 PM Oct 3 2004 12 00 00 AM Oct 3 2004 12 00 00 PM Oct 4 200
47. ddress or directory path In this case enter the information click Submit and the report will run Report Highlights Description Information Time To Create Report 00 00 41 Data Source Logs Total Bytes Read For Report 67 875 670 Total Records Read For Report Not Used 465 191 462 814 Total IDs With Visits 38 Total Visits 457 Total Kilobytes 26 194 Total Records With Errors 3 609 Total Denied Visits 55 Visits By Classification Classification Name Download Time Visits 0 226 457 Unacceptable 22 51 457 100 ESSI 457 Acceptable 00 0 0 po Neutral 00 0 0 po Totals 22 51 457 Visits By Category Category Name Download Time Visits 0 160 321 1 Pornography Unacceptable 16 03 321 70 321 2 Gambling Unacceptable 5 48 116 25 MS 116 3 Hate and Crime Unacceptable 1 00 20 4 fj 20 Totals 22 51 457 Top Users or Workstations Activity Download Time Visits 0 64 128 6 24 128 28 MN 128 Copyright 1996 2007 Wavecrest Computing All rights reserved 60 5 3 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
48. e 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 we 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 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 Custom Header Filename C Program Files Wavecrest wc dbicustom bd L Sem _ Reset 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 Click Submit to apply your selection The message will appear automatically in all reports that are subsequently generated Copyright 1996 2007 Wavecrest Computing All rights reserved 54 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
49. e 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 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 VIP
50. e_GroupOrlD e g Site Analysis Enterprise ReportType_GroupoOriD e g Site_Analysis_Enterprise GroupOrlD ReportType e g Enterprise Site Analysis ReportType GroupOrlD Date e g Site Analysis Enterprise YY Y YMMDD GroupOrlD ReportType Date e g Enterprise Site Analysis YYYYMMDD Date ReportType GroupOrlD e g YYYYMMDD Site Analysis Enterprise Date GroupOrlD ReportType e g YYYYMMDD Enterprise Site Analysis ReportType GroupOrID Date Time e g Site Analysis Enterprise Y YY YMMDD HHMMSS GroupOrlD ReportType Date Time e g Enterprise Site Analysis Y YYYMMDD HHMMSS Date Time ReportType GroupOrlD e g Y Y Y YMMDD HHMMSS Site Analysis Enterprise Date Time GroupOrlD ReportType e g Y YY YMMDD HHMMSS Enterprise Site Analysis 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 10 10 10 27 Set DIIS Hostname Optional Hostname Options Report Expiration 90 days Y Report Storage Directory C Program FilesWavecrestpwclef reports intei
51. ed Policy Box NOTE This is also where you would delete a policy by clicking on the Delete button 4 Assign Groups and or IDs to the block policy If you know the Groups and or IDs that you want assigned 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 screen below will pop up in a separate window Copyright 1996 2007 Wavecrest Computing All rights reserved 50 Groups and IDs Search Select Groups and IDs Groups Q Selected Group s IDs Enterprise 15 dwightshrute dshrute Jane Sayes jsayes Marketing 5 Phillip Lynott philliplynott Sales 1 Wendy Williams w williams Ungrouped IDs 5 VIP 0 h Deselect All 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 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
52. ed 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 2007 Wavecrest Computing All rights reserved 87 1 Site Analysis Report Features This report depicts the same Web site visits three different ways Total visits by classification acceptable unacceptable Total visits by category shopping pornography etc a 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 2 Legal Liability Report Features This report contains only L
53. egal 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 3 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 4 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 correc
54. egory CAUTION Adding wildcard URLs to the category could cause a performance slowdown 9 Click Submit to add the URLs Copyright 1996 2007 Wavecrest Computing All rights reserved 48 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 gt Custom URLs partnera com partnerb com partnerc com partnerD coml 2 Using the Select Category pull down menu select the category you want to edit 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 your organization has an intranet with multiple Web sites that use the organization s main Web site name as part 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 Intranet site n
55. el 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 and set report preferences Section 6 Administrative Features This section contains instructions on various other administrative features including how to create administrator and operator accounts scheduling the download of the URL list and downloading product updates Section 7 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 Where To Start If you have just downloaded or installed the product you will want to get started with Section 1 Get Started Otherwise feel free to browse the manual until you find the instructions that you need y A Additional help for the product screens is also available in the product Just click on this icon in the upper right 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 001 321 953 5351 ex 4 outside U S and Canada International Email Technical Support support wavecrest net General
56. eports 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 The 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 informati
57. eptable Orange Unacceptable Gray Neutral Copyright 1996 2007 Wavecrest Computing All rights reserved 46 4 2 Custom Categories In addition to our 69 standard categories the product comes with 12 custom categories for your use 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 The custom categories are empty by default but you can add any number of URLs to them and rename the categories to something that is relevant to you 1 To create a custom category go to Advanced Seitings Category Setup and click on the Name Custom link Advanced Settings Category Setup Name Custom Custom Category Names Original Category Name Custom Category 2 _ New Category Name Manufacturing Partners Sum JL reset 2 Select the Custom Category that you want to use from the Original Category Name field By default these will be named Custom Category 1 Custom Category 2 and so on through Custom Category 12 3 Type in a new name in the New Category Name field The name cannot exceed 50 characters 4 Click Submit 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 Now that you have named your custom ca
58. er 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 8 Unacceptable Visit Report Features This report depicts Unacceptable activity only It does this in several ways The report first provides an uncategorized 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 9 Neutral 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 10 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
59. erver ISA Extended Format Microsoft ISA Server MSDE Format local server Microsoft ISA Server MSDE Format remote server Microsoft Web Prox 4 Select the Type of Logfile for your configuration and click Next Logfiles Setup 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 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 O Copyright 1996 2007 Wavecrest Computing All rights reserved 32 10 11 12 Logfiles Setup 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 Click Next Logfiles Setup 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 You should see the successful configuration message shown below and have the option to exit or create another
60. esignated 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 number 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
61. et 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 6 In the 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 Copyright 1996 2007 Wavecrest Computing All rights reserved 61 7 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 solicited or unsolicited 8 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 9 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 10 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
62. f 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 2007 Wavecrest Computing All rights reserved 75 6 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 updates to the version of your product Administration Product Update 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 2007 Wavecrest Computing All rights reserved 76 6 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 a 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 1 To change your news settings go to Administration Product News and click on the Setup link Administration P
63. g 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 a 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 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 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
64. gories 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 Your classification settings will appear next to each category or URL on reports making it easy for you to detect when Web abuse has occurred NOTE For descriptions of each category go to Advanced Settings Category Setup and click on the Descriptions link NOTE You can make changes to the classifications but you cannot disable the Classification feature altogether Follow the steps below to classify rate your categories 1 Go to Advanced Settings Category Setup and click on the Classification link Advanced Settings Category Setup Classification 2 Use the drop down menus next to each category to classify each 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 1 19 11 09 51 823 47 MA 51 823 1 07 18 12 37 564 34 MS 37 564 15 44 03 18 881 17 DS 18 881 3 18 13 24 108 268 Note that each site is color coded based on the classification settings you made Green Acc
65. h 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 123 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 ful
66. hen you are finished Copyright 1996 2007 Wavecrest Computing All rights reserved 28 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 Copyright 1996 2007 Wavecrest Computing All rights reserved 29 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 Wavecrest Database and manage your data there Even though the database is an optional use feature it must be used if you choose to use Interactive Reporting see Section 5 and it is highly recommended that you use the database 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 how to Set up Logfile Configurations Configure the product to locate and read y
67. her analysis Benefits This report highlights the Web sites that were visited most by the audited group during the reporting period 16 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 descending 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 17 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 hits 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 administrato
68. iles 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 Copyright 1996 2007 Wavecrest Computing All rights reserved Section 3 Data Management The reporting feature of this product is dependent on the logfiles This section covers instructions on viewing your logfiles and managing the product s internal database i e the Data Manager The Data Manager compresses the logfiles into XML format allowing for faster reporting and long term storage The data can be exported to other applications 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 lev
69. in Admins 1 3 Make your changes and click Submit to apply them Copyright 1996 2007 Wavecrest Computing All rights reserved 72 6 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 2 Select the radio button for the account that you wish to delete and click Submit Copyright 1996 2007 Wavecrest Computing All rights reserved 73 6 4 Download the URL List The Wavecrest URL list is updated daily 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 6 4 1 Manual Download 1 Go to Administration URL List and click on the Manual link Administration URL List Download Manual Status TEE ET EE 2 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 st
70. ing All rights reserved 12 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 product 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 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 spe
71. ing 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 2007 Wavecrest Computing All rights reserved 82 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 capability 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
72. ings you can do so at the Reports Policy screen Reports Policy Policy Report Links Abuse Thresholds List of all abuse thresholds policies and the users to which they apply Category Classifications List of Web activity categories with their acceptability classifications Display Categories List of all display categories policies and the users to which they apply Groups and IDs List of Groups and IDs authorized for your access account Maximum IDs List of all maximum IDs policies and the groups to which they apply This screen contains links to policy related information that you can use to customize reporting The Abuse Thresholds link indicates how many visits are acceptable before abuse is considered to have occurred The Category Classifications link shows the acceptability classifications ratings that your organization has assigned to the Web activity categories NOTE These can be default settings The Display Categories link indicates which category tables will be displayed in reports The Groups and IDs link indicates the groups and users that you can create reports on The Maximum IDs link indicates how many user IDs will appear in category tables of reports Copyright 1996 2007 Wavecrest Computing All rights reserved 69 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 Gettin
73. ional 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 Figure 1 below is a hypothetical illustration of such information 25998 BuickMfg International GeneralMotors 37494 Gill Ann Production ChevroletMfg International GeneralMotors 26487 Barr Phil Engineering CadillacMfg International GeneralMotors Figure 1 Example of Groups and IDs Information Field Definitions In this example columns 1 a
74. l 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 2007 Wavecrest Computing All rights reserved 86 8 Suppose an Internet Service Provider ISP manages Internet activity for many small businesses The following example demonstrates an ISP configuration for delivering 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 G
75. l http www w secapl com cgi bin qs May 27 1997 9 26 25 AM Financial http qs secapl com cgi bin qs May 27 1997 9 27 35 AM Weather http www intellicast com weather ewr Copyright 1996 2007 Wavecrest Computing All rights reserved 62 5 4 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 and click on the Site Analysis Bandwidth link under Additional Management Reports Reports Manual Site Analysis Bandwidth Settings Report Delivery Wait For Report m Report Type Read Only y ID Type IP Addresses y ID Presentation Anonymous IDs Data Configuration All m Timeframe Last Week m e g Aug 19 2007 12 00 00 AM to Aug 25 2007
76. les 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 2007 Wavecrest Computing All rights reserved 85 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 eac
77. 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 Now let s set up and run a manual User Audit Detail report 1 Go to Reports Manual and click on the detail audit report you wish to run Reports Manual User Audit Detail Settings Report Delivery Wait For Report m Report Type Read Only y ID Type IP Addresses Abuse Thresholding Disable Enable Data Configuration All bd Hits Visits All Hits includes all URLs y URL Details Single line URL y Timeframe Select Custom Timeframe y apr 04 2007 mM 12 5 7 ran apr 06 2007 ME AM y top Groups and IDs GA Selected Groups 9 Selected IDs Search 2 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 3 Select the Report Type nteractive or Head 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 4 Choose the ID Type to be displayed 5 If you have s
78. logfiles are local to the machine choose the Local radio button and then Browse to the folder containing them a If 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 6 After configuring the log file directory click Next O Copyright 1996 2007 Wavecrest Computing All rights reserved 7 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 ess complete Click Next Button to continue 8 When you see the green colored success message click Next 10 11 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 gfile configuration was successful 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
79. may affect your Web use management policies O Copyright 1996 2007 Wavecrest Computing All rights reserved 70 6 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 Hame ashte s S Authentication Create Password fer Account Type Operator y Full Hame Dwight Shute Email Address ishrute theotficecom Home Directory E sti sSsS Browse e Groups i Engineering 5 Downstairs 1 Upstairs 1 SalesSupportGroup 1 Domain Admins 1 ISA Server Group 1 Util Users 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 name exactly 3 In the 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
80. me for example bsmith Type in the Full Name of the ID you are adding The Email Address es field will be grayed out because it can only be used for groups The Save Directory field will be grayed out because it can only be used for groups oN O o A CO Select an Abuse Thresholds policy by using the pull down menu See Section 4 on how to create an Abuse Threshold policy Copyright 1996 2007 Wavecrest Computing All rights reserved 23 10 11 12 13 Select a Display Categories policy which specifies the categories to be displayed in reports by using the pull down menu See Section 5 on how to create a Display Category policy The Maximum IDs policy is only available for groups See Section 5 on how to create a Maximum ID policy Review selections and entries to be sure they are correct Click Submit to add the new ID Click the Close Window button when finished Copyright 1996 2007 Wavecrest Computing All rights reserved 24 2 4 Edit Groups and IDs In this section you will learn how 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
81. mployee 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 Wizard 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 imp
82. nd 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 2007 Wavecrest Computing All rights reserved 83 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 IDs 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 use 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 N
83. ng 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 ieee ON O Minimum O Medium Status AA 7 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 7 4 4 System Information 7 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 and click on the System Status link Help System Information System
84. nt 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 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 a You can import IDs into Ungrouped IDs See Section 2 2 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 Importing Groups and IDs Import from Active Directory or a text file 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 Finding an ID Search for an ID its Group and policy settings Copyright 1996 2007 Wavecrest Computing All rights reserved 13 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 Direc
85. o 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 want 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
86. on on this topic i e data accuracy the difference between Hits and Visits and using reliable metrics read the following white papers on our Web site at http www wavecrest net editorial whitepapers html Copyright 1996 2007 Wavecrest Computing All rights reserved 53 5 1 Set 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 English United States English United Kingdom A French German Italian Japanese Papiamentu Netherlands Antilles Portuguese Portuguese Brasil Spanish Mi 2 Select the Language that you want to be used in reports 3 Click Submit to apply your selection 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 messag
87. orms 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 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 3 If you want to delete any of the jobs check the Delete box and then click Submit 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 Copyright 1996 2007 Wavecrest Computing All rights reserved 79 7 4 Help 7 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 7 4 2 Profiling If you ever experience difficulties that can t be resolved via on line Help Technical Support may ask you to activate the product s profiling mode via the Profiling screen When profili
88. orted 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 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 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 Copyright 1996 2007 Wavecrest Computing All rights reserved 84 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 pa
89. our logfiles View Logfiles View your configured logfiles a Revalidate Logfiles Revalidate any invalid logfiles Once you have configured your logfiles you can begin using the Wavecrest Database Logfile data can be imported into the database where it is compressed and converted to XML format Most importantly 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 Wavecrest Database Turn on the database 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 database 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 available 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 database fe
90. p 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 a Classify categories based on your company s Internet usage policy Set abuse thresholds 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 logf
91. pdate 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 Copyright 1996 2007 Wavecrest Computing All rights reserved 18 2 2 2 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 2 In the File field type in the file name or click on the Browse button to locate the file you want to import 3 Check the box for the Delimiter Character that you used in your text file 4 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 5 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 6 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 2007 Wavecrest Computing All rights reserved Advanced Settings Groups and IDs Import Text File Previe
92. 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 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 2007 Wavecrest Computing All rights reserved 25 2 4 2 Move 1 Go to Advanced Settings Groups and IDs and click on the Move link Advanced Settings Groups and IDs Edit Move 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 2007 Wavecrest Computing All rights reserved 26 2 4 3 Modify 1 Go to Advanced Settings Groups and IDs and click on the Modify link
93. r ISALOG_20070322 ISALOG 20070323 WEE O Copyright 1996 2007 Wavecrest Computing All rights reserved 40 3 2 4 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 al o a la DE z 0 C Program FilesWawecresttwcwny filestexporl exportDataD1 Agriculture Auction Classified Banners Ads _ Business Services at 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 on a UNC path type in the full address here manually 4 Type in a Filename for the export NOTE If you leave a default name in this box any previous information 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 In the 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 Copyrigh
94. r example sales you are adding Copyright 1996 2007 Wavecrest Computing All rights reserved 21 5 The Full Name field will be grayed out because it cannot be used for groups 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 2007 Wavecrest Computing All rights reserved 22 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 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 In the Group or ID Name field type in the ID na
95. rent 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 import 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 Sa
96. roduct News Setup Enable or Disable News Receive News Enable Disable In Product Notification Display Last 25 news items 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 You can also choose how many news items you want displayed when viewing your news Use the pull down arrow to make your selection 4 Click Submit to apply your changes To view your news 1 Go to Administration Product News and click on the Viewer link Administration Product News Viewer 25 Last Hews Items 1 Oct 17 2006 2 48 46 PM New U S Law for Online Gambling 2 Click on the links to read each news item Copyright 1996 2007 Wavecrest Computing All rights reserved 77 7 0 Other Features 7 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 7 2 License You will need to enter your product license after you purchase or renew the product license
97. roups 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 authorized 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 detail
98. rs 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 18 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 2007 Wavecrest Computing All rights reserved 90 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 d
99. s 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 Feature 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
100. s 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 must 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 Run Reports Covers instructions on how to manually run three different types of reports High level Summaries Detailed Audits and Additional Manager Reports Schedule Reports Instructions for scheduling a report and modifying or deleting previously scheduled reports Use Interactive R
101. 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 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 organizat
102. served 36 3 2 2 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 2 1 Import Options With the Import Data Options 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 Import Data link 2 Click on the Options link Logfiles Data Manager Import Data Setup Options Select Options Database Location C database deta Hotify Admin of Errors Enable Disable 3 Type in the path or use the Browse button to select the Database Location 4 Choose whether or not to receive email notification regarding import data errors Use the radio buttons to Enable or Disable this feature 5 Click Submit to apply your settings Copyright 1996 2007 Wavecrest Computing All rights reserved 37 3 2 2 2 Manual Import This screen lets you manually import configured logfiles into the internal database If no logs are available the screen will essentially be blank When logs are available the screen lists them and provides check boxes for selecting the logs you want to import
103. t 1996 2007 Wavecrest Computing All rights reserved 8 Select the Start Date Time and Stop Date Time for the data you want to export 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 screen below will pop up in a separate window Groups and IDs Search Select Groups and IDs FA Groups Q Selected Group s IDs Enterprise 15 dwightshrute dshrute Jane Sayes jsayes Marketing 5 Phillip Lynott philliphynott Sales 1 Wendy Williams w williams Ungrouped IDs 5 VIP 0 Deselect All 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
104. t 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 3 Select the Report Type Interactive 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 ts advantages see Section 3 4 Choose the ID Type to be displayed 5 For ID Presentation in the report you can choose to display IDs anonymously Check the Anonymous IDs checkbox to do so O Copyright 1996 2007 Wavecrest Computing All rights reserved 59 If you have set Abuse Thresholding and want it to display on the report click the Enable radio button In the 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 Select the Group s and ID s that you wish to show in the report 10 11 Click Submit to run the report If you selected Enter other Email to Receive Report s or Select Other Directory to Save Report s in the Report Delivery field you will see a popup screen with a text box to type in the email a
105. t 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 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 2007 Wavecrest Computing All rights reserved 1 7 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 aug 27 2007 Jaug 27 2007 3 In the Report Type field Read Only should be selected Interactive Reports will only run against logfiles imported into the Wavecrest Database See Section 3 for instructions on importing data to the database 4 For basic testing purposes on this screen use the Timeframe pulldown to Select
106. tegories you must add URLs to them 6 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 partnerA com partnerB com partnerC coml 7 Using the Select Category pull down menu select the custom category you just created 8 In the 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 O Copyright 1996 2007 Wavecrest Computing All rights reserved 47 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 part 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 Intranet site name ends with ford com enter ford com Intranet site name starts with http www ford enter http www ford a Intranet site name contains ford enter ford When you make wildcard entries such as these this product will simultaneously add all of the applicable sites to the selected cat
107. ting All rights reserved 91 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 separately 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
108. tive action measures 5 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 it s working It also indicates the number and type of blocked attempts This report is a very useful supplementary tool for individual user audits 6 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 Copyright 1996 2007 Wavecrest Computing All rights reserved 88 7 Acceptable Visit Report Features This report depicts Web use activity only within categories classified or rated as Acceptable By category it shows total numb
109. to include in the report or you can choose to include all of them Copyright 1996 2007 Wavecrest Computing All rights reserved 65 10 11 12 13 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 solicited or unsolicited 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 Select the When To Run time for the report 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 Click Submit to set the report to run at its scheduled time 5 5 1 Modify Scheduled Reports 1 2 Go to Reports Schedule and click on the Modify link Click on the scheduled report you wish to modify Reports Schedule
110. 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 O O O O e e E 9 e gt 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 Policy 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 S 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 O Copyright 1996 2007 Wavecrest Computing All rights reserved 55 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 Select ReportTyp
111. tory path In this case enter the data click Submit and the report will run Below is an example of a Site Analysis Bandwidth report Report Highlights Description Information Time To Create Report 00 01 14 Data Source Import Data Total IDs With Visits 30 481 Total VisitsHits 226 169 2 198 516 Total Kilobytes 13 334 585 Total Denied Visits 1 842 Total Legal Liability Visits Hits 710 79 648 Program Downloads HitsKilobytes 1 500 397 792 Bytes Read By Classification Classification Name Kilobytes Read 0 3 087 850 6 175 701 Acceptable 6 175 701 46 Mn 6 175 702 Neutral 4 387 162 33 4 387 162 Unacceptable 2 771 720 21 EI 2 771 720 Totals 13 334 585 Bytes Read By Category Category llame Kilobytes Read 0 745 718 1 491 436 1JP Address Neutral 1 491 436 14 nn 1 491 436 2 Hardware and Software Acceptable 651 538 6 MM 651 538 3 Web Email Unacceptable 632 690 6 D 632 690 4 News and Media Acceptable 417 098 4 PS 417 098 5 Sports Unacceptable 340 609 3 340 609 B Entertainment Unacceptable 329 997 3 329 997 7 Financial Unacceptable 299 577 3 299 577 8 Search Engines Acceptable 226 708 2 PB 226 708 S Shopping Unacceptable 213 088 2 M 213 088 10 Non Profit Organizations Neutral 209 019 2 209 019 11 Reference Acceptable 195 593 2 195 593 12 Internet Services Acceptable 186 701 2 186 701 13 Travel Unacceptable 166 005 2 166 005 14 Pornography Unacceptable 116 978 1 1
112. tory 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 directory 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 2 Click on the radio button to make your selection and then click Submit to apply your changes Copyright 1996 2007 Wavecrest Computing All rights reserved 14 2 2 Import Groups and IDs If you have not completed Section 2 1 Required Setup do so first before getting
113. user audit detail report will run on each user in the selected group 11 Click Submit to run the report 12 If you selected Enter other Email to Receive Report s or Select Other Directory to Save Report s in the Report Delivery field you will see a popup screen with a text box to type in the email address or directory path In this case enter the data click Submit and the report will run May 27 1997 9 12 21 AM Hardware and Software ftp ftp microsoft convbussys winnt winnt public fixes usa nt40 ussp3 1386 May 27 1997 9 13 44 AM Personals and Dating http www w webpersonals com read read ad phtml num 220613 May 27 1997 9 15 23 AM Social Networking http www geocities com southbeach lights 6313 May 27 1997 9 16 23 AM Social Networking http www w geocities com southbeach lights 6818 linda html May 27 1997 9 17 13 AM Personals and Dating http ww w webpersonals com read read ad phtml num 216859 May 27 1997 9 17 42 AM Search Engines http ww w yahoo com May 27 1997 9 17 47 AM Search Engines http www w yahoo com docs yahootogo index html May 27 1997 9 17 53 AM Regional Information http local yahoo comvlocal May 27 1997 9 17 58 AM Auction Classified http classifieds yahoo com newjersey personals May 27 1997 9 18 03 AM Auction Classified http classifieds yahoo com cache newjersey personals alt html May 27 1997 9 21 07 AM Internet Services http home earthlink net 96 7 ewn g htm May 27 1997 9 26 17 AM Financia
114. w 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 2007 Wavecrest Computing All rights reserved 20 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 more 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 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 In the Group or ID Name field type in the name of the group fo
115. 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 Groups and IDs 7 Selected Groups Q Selected IDs philipi T See philliptynott v soar 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 2007 Wavecrest Computing All rights reserved 51 Below 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 MN 611 51 03 1 021 lt 1 MEN 310 57 27 1 149 lt 1 MEN 296 51 21 1 027 lt 1 MN 290 4415 885 1 MN 289 6 allendrap E 600 lt 1

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