M86 Security M86 IR Enterprise Reporter User manual

M86 IR Enterprise Reporter
USER GUIDE
Administrator Console
Software Version: 6.0.10
Document Version: 06.15.10

II M86 SECURITY USER GUIDE
M86 IR ENTERPRISE REPORTER
ADMINISTRATOR USER GUIDE
© 2010 M86 Security
All rights reserved.
828 W. Taft Ave., Orange, CA 92865, USA
Version 1.01, published June 2010 for software release 6.0.10
Printed in the United States of America
This document may not, in whole or in part, be copied, photo-
copied, reproduced, translated, or reduced to any electronic
medium or machine readable form without prior written con-
sent from M86 Security.
Every effort has been made to ensure the accuracy of this
document. However, M86 Security makes no warranties with
respect to this documentation and disclaims any implied war-
ranties of merchantability and fitness for a particular purpose.
M86 Security shall not be liable for any error or for incidental
or consequential damages in connection with the furnishing,
performance, or use of this manual or the examples herein.
Due to future enhancements and modifications of this product,
the information described in this documentation is subject to
change without notice.
The latest version of this document can be obtained from
http://www.m86security.com/support/Enterprise-Reporter/doc-
umentation.asp
Trademarks
Other product names mentioned in this manual may be trade-
marks or registered trademarks of their respective companies
and are the sole property of their respective manufacturers.
Part# IR-ERS-UG_v1.01-1006

M86 SECURITY USER GUIDE iii
CONTENTS
E NTERPRISE R EPORTER O VERVIEW ................................... 1
Operations ...................................................................................1
How to Use this User Guide .......................................................2
Organization ...................................................................................... 2
Conventions ...................................................................................... 3
Terminology ...................................................................................... 4
A DMINISTRATOR S ECTION ................................................. 7
Introduction ................................................................................. 7
Components and Environment ..................................................8
Components ...................................................................................... 8
Hardware .................................................................................... 8
Software ..................................................................................... 8
Environment ...................................................................................... 9
Workstation Requirements ......................................................... 9
Network Requirements ............................................................... 9
Chapter 1: Accessing the Server .............................................10
Preliminary Network Settings .......................................................... 10
Procedures for Logging On, Off ...................................................... 10
Access the ER Administrator Login window ............................. 10
Access ER Admin Module from the IR Portal ..................... 11
Enter ER Admin Module’s URL in Address field ................. 12
Log On ...................................................................................... 13
Logging on the First Time ................................................... 15
Set up an Administrator Login ID.................................. 15
Log Off ...................................................................................... 16
Chapter 2: Configuring the ER Server .................................... 17
Administrator Console ..................................................................... 17
Network Menu .......................................................................... 17
Box Mode screen ............................................................... 18
Live Mode ..................................................................... 18
Archive Mode................................................................ 19

CONTENTS
iv M86 SECURITY USER GUIDE
Change the Box Mode .................................................. 19
Add/Edit/Delete Administrators screen ............................... 20
View a List of Administrators ........................................ 21
Add an Administrator .................................................... 21
Edit an Administrator’s Login ID ................................... 21
Delete an Administrator ................................................ 22
Locked-out Accounts and IPs screen ................................. 23
View Locked Accounts, IP addresses........................... 24
Unlock Accounts, IP addresses .................................... 24
Server Menu ............................................................................. 25
Backup screen ................................................................... 26
Backup and Recovery Procedures ............................... 26
Set up/Edit External Backup FTP Password ................ 28
Execute a Manual Backup ............................................ 28
Perform a Remote Backup ........................................... 29
Perform a Restoration to the ER Server ....................... 30
Self Monitoring screen ....................................................... 31
View a List of Contact E-Mail Addresses...................... 32
Set up and Activate Self-Monitoring ............................. 32
Remove Recipient from E-mail Notification List............ 32
Deactivate Self-Monitoring............................................ 32
Server Status screen........................................................... 33
View the Status of the Server ....................................... 34
Secure Access screen ....................................................... 35
Activate a Port to Access the Server ............................ 36
Terminate a Port Connection........................................ 37
Terminate All Port Connections .................................... 37
Software Update screen ..................................................... 38
View Installed Software Updates .................................. 39
Uninstall the Most Recently Applied Software Update . 39
View Available Software Updates................................. 39
Install a Software Update.............................................. 40
Shut Down screen............................................................... 43
Server Action Selections............................................... 43
Perform a Server Action ............................................... 44
Web Client Server Management screen ............................ 45
Restart the Web Client Server ...................................... 45
Enable/Disable the Web Client Scheduler.................... 46
Database Menu . ....................................................................... 47
User Name Identification screen ......................................... 47
View the User Name Identification screen.................... 50

CONTENTS
M86 SECURITY USER GUIDE v
Configure the Server to Log User Activity..................... 50
Deactivate User Name Identification ............................ 51
Username Display Setting screen ...................................... 52
View the Current Username Display Setting ................ 53
Modify the Username Display Setting........................... 53
Page View Elapsed Time screen ....................................... 55
Establish the Unit of Elapsed Time for Page Views...... 55
Elapsed Time Rules...................................................... 56
Page Definition screen ....................................................... 57
View the Current Page Types....................................... 57
Remove a Page Type ................................................... 58
Add a Page Type .......................................................... 58
Tools screen ....................................................................... 59
View Diagnostic Reports............................................... 60
View Database Status Logs.......................................... 60
Expiration screen ............................................................... 63
Expiration Screen Terminology..................................... 64
Expiration Rules............................................................ 65
View Data Storage Statistics ........................................ 66
Change Data Storage Settings ..................................... 69
Optional Features screen.................................................... 70
Enable Search String Reporting ................................... 72
Enable Block Request Count........................................ 72
Enable Blocked Searched Keywords............................ 72
Enable Wall Clock Time................................................ 73
Enable Page and/or Object Count ................................ 73
Enable, Configure Password Security Option............... 74
User Group Import screen .................................................. 77
Import User Groups ...................................................... 78
T ECHNICAL S UPPORT / P RODUCT W ARRANTIES ............... 79
Technical Support ..................................................................... 79
Hours ............................................................................................... 79
Contact Information ......................................................................... 79
Domestic (United States) .......................................................... 79
International .............................................................................. 79
E-Mail ....................................................................................... 79
Office Locations and Phone Numbers ...................................... 80
M86 Corporate Headquarters (USA)................................... 80
M86 Taiwan......................................................................... 80

CONTENTS
vi M86 SECURITY USER GUIDE
Support Procedures ........................................................................ 81
Product Warranties ................................................................... 82
Standard Warranty .......................................................................... 82
Technical Support and Service ....................................................... 83
Extended Warranty (optional) ......................................................... 84
Extended Technical Support and Service ....................................... 84
A PPENDICES S ECTION ..................................................... 85
Appendix A ................................................................................ 85
Evaluation Mode ............................................................................. 85
Administrator Console .............................................................. 85
Use the Server in the Evaluation Mode .............................. 87
Expiration screen .......................................................... 87
Change the Evaluation Mode.............................................. 88
Activation Page............................................................. 89
Appendix B ................................................................................ 90
Disable Pop-up Blocking Software .................................................. 90
Yahoo! Toolbar Pop-up Blocker ...................................................... 90
Add the Client to the White List ................................................ 90
Google Toolbar Pop-up Blocker ...................................................... 92
Add the Client to the White List ................................................ 92
AdwareSafe Pop-up Blocker ........................................................... 93
Disable Pop-up Blocking .......................................................... 93
Windows XP SP2 Pop-up Blocker .................................................. 94
Set up Pop-up Blocking ............................................................ 94
Use the Internet Options dialog box.................................... 94
Use the IE Toolbar ............................................................. 95
Add the Client to the White List . ............................................... 96
Use the IE Toolbar .............................................................. 96
Use the Information Bar ..................................................... 97
Set up the Information Bar............................................ 97
Access the Client .......................................................... 97
I NDEX ............................................................................. 99

ENTERPRISE REPORTER OVERVIEW OPERATIONS
M86 SECURITY USER GUIDE 1
ENTERPRISE REPORTER OVERVIEW
Though many companies have Internet filtering solutions to
prevent employees from accessing inappropriate, non-work
related Web sites, simply blocking these sites is not enough.
Administrators want the ability to know who is accessing
which site, the duration of each site visit, and the frequency
of these visits. This data can help administrators identify
abusers, develop policies, and target sites to be filtered, in
order to maximize bandwidth utilization and productivity.
The Enterprise Reporter (ER) from M86 Security is
designed to readily obtain this information, giving the user
the ability to interrogate massive datasets through flexible
drill-down technology, until the desired view is obtained.
This “view” can then be memorized and saved to a user-
defined report menu for repetitive, scheduled execution and
distribution.
Operations
In simplified terms, the ER operates as follows: the ER
Server accepts log files (text files containing Web access
data) from the M86 Web Filter. M86’s proprietary programs
“normalize” the transferred data and insert them into a
MySQL database. The ER Client reporting application
accesses this database to generate a virtually unlimited
number of queries and reports.

ENTERPRISE REPORTER OVERVIEW HOW TO USE THIS USER GUIDE
2M86 SECURITY USER GUIDE
How to Use this User Guide
Organization
This User Guide is organized into the following sections:
• Overview - This section provides information on how to
use this user guide to help you configure the ER Server.
• Administrator Section - Refer to this section for infor-
mation on configuring and maintaining the ER Server via
the Administrator console application.
• Tech Support / Product Warranties Section - This
section contains information on technical support and
product warranties.
• Appendices Section - Appendix A provides information
on how to use the ER Server in the evaluation mode, and
how to switch to the activated mode. Appendix B
explains how to disable many types of pop-up blocking
software.
• Index - This section includes an index of topics and the
first page numbers where they appear in this user guide.

ENTERPRISE REPORTER OVERVIEW HOW TO USE THIS USER GUIDE
M86 SECURITY USER GUIDE 3
Conventions
The following icons are used throughout this user guide:
NOTE: The “note” icon is followed by italicized text providing
additional information about the current topic.
TIP: The “tip” icon is followed by italicized text giving you hints on
how to execute a task more efficiently.
WARNING: The “warning” icon is followed by italicized text
cautioning you about making entries in the application, executing
certain processes or procedures, or the outcome of specified
actions.
IMPORTANT: The "important" icon is followed by italicized text
informing you about important information or procedures to follow
to ensure maximum uptime on the ER Server.

ENTERPRISE REPORTER OVERVIEW HOW TO USE THIS USER GUIDE
4M86 SECURITY USER GUIDE
Terminology
The following terms are used throughout this user guide.
Sample images (not to scale) are included for each item.
• alert box - a message box
that opens in response to
an entry you made in a
dialog box, window, or
screen. This box often
contains a button (usually
labeled “OK”) for you to
click in order to confirm or execute a command.
• button - an object in a dialog box, window,
or screen that can be clicked with your
mouse to execute a command.
• checkbox - a small square in a dialog
box, window, or screen used for indi-
cating whether or not you wish to select an option. This
object allows you to toggle between two choices. By
clicking in this box, a check mark or an “X” is placed, indi-
cating that you selected the option. When this box is not
checked, the option is not selected.
• dialog box - a box that
opens in response to a
command made in a
window or screen, and
requires your input. You
must choose an option by
clicking a button (such as
“Yes” or “No”, or “Next” or
“Cancel”) to execute your
command. As dictated by
this box, you also might
need to make one or more
entries or selections prior to clicking a button.