Spector 360 Deployment Guide. Version 7

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1 Spector 360 Deployment Guide Version 7 December 11, 2009

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3 Table of Contents Deployment Guide...1 Spector 360 DeploymentGuide... 1 Installing Spector Installing Spector 360 Servers (Details) Network vs. Local Service Credentials Installing the Databases with SQL Server Express Installing a Full SQL Server Database Installing the Dashboard Installing the Control Center Server Installing the Primary Server Installing the Data Vault Server Installing the Web Filter Server Installing the Control Center Application Registering Spector Installing Extra Servers from a Command Line Installing the Spector 360 Recorder Installing the Spector 360 Recorder on a Test Computer Installing the Spector 360 Recorder on All Computers Installing the Spector 360 Recorder Manually Updating and Uninstalling Downloading the Setup Program Testing the New Version on a Separate Computer Updating from Version Updating from Version Migrating from Spector CNE Importing Data from a CNE Data Vault Reverting to a Previous Version Uninstalling Spector 360 Components About Spector How Spector 360 Works What's New in Spector Spector 360 Documentation Running the Control Center and Dashboard Excluding Spector 360 from Antivirus Detection System & Network Requirements...91 Spector 360 System Requirements Server Components and the Network Estimating the Database Size Spector 360 Recorders and the Network Deploying in a Domain Network Deploying in a Windows Workgroup Deploying in a Novell Network Deploying on a Windows Terminal Server or Citrix Client Recorders on Windows XP Home Troubleshooting Troubleshooting Installation Errors SpectorSoft Corporation, All rights reserved. iii

4 Spector 360 Deployment Guide SpectorSoft Information Contact Us Copyrights and Trademarks Index iv SpectorSoft Corporation, All rights reserved.

5 Deployment Guide Spector 360 DeploymentGuide Install Servers Spector 360 provides powerful tools for monitoring employees and improving productivity. This Deployment Guide helps you Install Client Recorders install Spector 360 quickly and begin recording computers immediately. Deployment consists of two main steps: (1) Install the Spector 360 Server Components and (2) Install the Spector 360 Recorder on network computers. See How Spector 360 Works for a description of each component. To download the Spector 360 Setup program from the SpectorSoft web site, click here. Install the Servers and Applications. Use the Spector 360 Setup program to install all Spector 360 Servers and the Control Center and Dashboard applications. Start by installing the Spector 360 Database at the Database computer. If you are new to Spector 360, start by installing all components on one computer with 100 GB free disk space and a static IP address. More... Install the Spector 360 Recorder on network computers. After Server Components are installed, use the Control Center application to acquire a list of computers and install the Spector 360 Recorder on those computers. More... Select Start > All Programs > Spector 360 > Spector 360 Control Center. As soon as the Recorder is installed, it begins recording. Within minutes, you can use the Dashboard to view recorded activity on these computers. Use the Control Center to monitor Servers, Recorders, and the Database SpectorSoft Corporation, All rights reserved. 1

6 Spector 360 Deployment Guide To "exclude" SpectorSoft from anti-virus/anti-spyware scanning at computers, see Excluding Spector 360 from Antivirus Detection in this guide. Spector 360 allows you to assign a Recorder Profile and a Recorder Version to each computer. You can adjust recording on computers simply by adjusting the profile and (if you wish) update the version automatically SpectorSoft Corporation, All rights reserved.

7 Installing Spector 360 Installing Spector 360 One Spector 360 Setup program installs all Spector 360 Server and Application Components. The instructions below link to detailed install instructions for each component. Run the Setup at the computer where MS SQL Server and the Databases will be installed. Install this version over a previous version of Spector 360 or over Spector CNE. Remove any SpectorSoft recording product installed on this computer before beginning. Start the Setup Program Enter SA Password Select Server Accounts Install the Database Install the Dashboard Install the Servers Install the Control Center Register Spector 360 Start the Setup program: 1. Launch the Setup program: From the online Download page, select Run when prompted - OR - Double-click the downloaded Setup program icon - OR - Insert the CD in your CD drive to auto-start the Setup program. Spector 360 requires.net Framework version 2.0. If a message appears telling you.net cannot be found or needs to be upgraded, exit the Spector 360 Setup and search for the free Microsoft.NET download on the Internet. It takes only a few moments to download and install. 2. Choose components to install. If you are new to Spector 360, we recommend accepting the default selection, "All Spector 360 Components." Deselect "All Spector 360 Components" to make a different selection. Possible choices for a new installation are: All Spector 360 Components - OR SpectorSoft Corporation, All rights reserved. 3

8 Spector 360 Deployment Guide Server Components (and Control Center) - OR - Control Center, Database, Data Vault If you make this selection, you will need to re-run Setup to install the remaining Server Components in order to complete step one of Deployment. Click the Installation Notes button if you wish to read or print additional instructions before starting. The notes will be presented again at the end of the installation. Click Next to continue. If the Reinstall Components checkbox appears, Spector 360 components were found on this computer. You can install over an old version, but you must install and upgrade ALL Spector 360 components (including all Dashboards and Control Centers) to complete the upgrade. See Updating Spector Accept the license agreement. Read the license agreement, and if you agree to the terms, click Yes to accept them. If you click No, you will exit the Setup program. 4. Enter your serial number. If you are updating Spector 360, the serial number is provided. Otherwise, you'll find your Spector 360 serial number in your Spector 360 purchase confirmation . Copy the serial number from the (Ctrl+C) and paste it (Ctrl+V) into the form. If you are typing the serial number, be aware that all characters are numeric, except the 5th and 6th characters, which are letters. Click OK to continue SpectorSoft Corporation, All rights reserved.

9 Installing Spector 360 Enter the System Administrator password. Enter a password to use for the System Administrator account on the SQL Server Database instance (SPECTOR360). If you are installing over a previous version of Spector 360, enter the SA password for your existing database. The user name for the SA account is "sa." You will need SA credentials to start the Dashboard or Control Center (with access to the Database) the first time and to update Spector 360. The password must be six characters long and include three of the four following criteria. A message appears if the password does not meet the criteria. Uppercase letters Lowercase letters Numbers Non-alphabetic characters, such as # ^ _ - The SA account will be configured as the built-in master administrator of Spector SpectorSoft Corporation, All rights reserved. 5

10 Spector 360 Deployment Guide Click Next to continue. Do not use the following reserved characters in the System Administrator password: / ' " [ ] { } ( ), ;? $ \. or <space>. Remember this password and keep it secure! Change the password frequently (immediately if you suspect it has been compromised). Select Local System or Network accounts for Servers. Choose to install Servers under the Local System or a Network account. For help making selections, see Network vs. Local Service Credentials. If you choose "Network," you will be prompted to enter the Network account credentials for the Server (or return to the default, Local Account setting). The Control Center Server ALWAYS uses Network account credentials. You will be prompted to enter credentials for a Domain Administrator, or for an Administrator-level account defined on each Recorder computer. This gives the Control Center Server access to manage the computers. Install SQL Server and the Spector 360 Database. Be sure to read Estimating the Database Size before you begin. Following the on-screen instructions to install MS SQL Server and the 360 Database files. Click the links below for more details. If you are installing Spector 360 with SQL Server 2005 Express, click here. The Setup will also install the Spector 360 SQL Agent. If you are installing Spector 360 with full SQL Server 2005, click here. You will be asked to set the STORAGE database size SpectorSoft Corporation, All rights reserved.

11 Installing Spector 360 If you are using a Network Account for the SQL Server service, when you are prompted, enter the account credentials. If you are prompted to open ports in the Windows XP firewall, click OK. Allow the Database installation to complete, and then click Finish. Install the Dashboard. Click Next to begin the installation. Follow on-screen instructions. If you need more help, click here. You will be prompted to specify the Spector 360 Database instance in the format computer\spector360. Be sure to name the computer where you installed the Spector 360 Databases (in the step above). Click OK. Finish the Dashboard Setup by clicking Finish. Install the Server Components. If you are installing over existing 360 Servers, you will be prompted to stop each Server before installing it. If you selected a Network Account for a Server, you will be prompted to enter the account credentials. 1. Choose an installation path for Server Components. If you are installing all components, this will be the base path to your Spector 360 server installation. The default folder is C:\Program Files\SpectorSoft\Spector 360. Use the Browse button if you wish to select a different destination. You will have the opportunity to direct the installation of each component to a different computer as you proceed in the Setup SpectorSoft Corporation, All rights reserved. 7

12 Spector 360 Deployment Guide Click Next. 2. Download Setup files. Click Next and wait for the files to download. 3. Install Servers, starting with the Control Center Server (CCS). Make sure you supply Domain Network Administrator credentials, or credentials for another established login that is a member of each computer's Administrators Group. For CCS installation details, click here SpectorSoft Corporation, All rights reserved.

13 Installing Spector Prepare to unlock. A message appears telling you that an unlock code for the number of computer licenses purchased will be required at the end of this installation. The unlock code will arrive via after you register the installation. Click OK. 5. Install the Primary Server. Choose this computer or another computer. For details, click here. 6. Install the Data Vault Server. Choose this computer or another computer. For details, click here. You will need to specify the File Storage Location (Base Path) where captured Screen Snapshot and Attachment files will be stored. 7. Install the Web Filter Server. Choose this computer or another computer. For details, click here. 8. Wait for all services to be installed. When all selections have been made, wait as the Server Components are installed and the services are started. Install the Control Center application. For Control Center installation details, click here. Start the Control Center wizard. Follow on-screen instructions to install this application. You must install a Control Center on the computer where the Spector 360 Database resides for Database Management purposes SpectorSoft Corporation, All rights reserved. 9

14 Spector 360 Deployment Guide To register Spector 360: When the Serial Number Registration panel appears, installation of the Spector 360 Server Components is complete. You are now required to register your Product Serial Number. If the computer is connected to the Internet click the Register button to request the Unlock Code. If the computer is not connected to the Internet or you wish to register later, click Close. Skip to Step 4 below. You need to register and unlock Spector 360 before you can use it. You can complete the installation without registering at this time. You will have to register and unlock Spector 360 before you can use it. See Registering Spector 360 for instructions on registering later. 1. Click Register. See Registering Spector 360. Within a matter of minutes, an Unlock Code will be sent in an to the address of the owner of the Spector 360 serial number. 2. Enter the unlock code. Copy (Ctrl+C) the Unlock Code from the you receive (after registering) and paste it (Ctrol+V) into the "Unlock Code" input box on the registration page. After pasting in the Unlock Code, click Unlock to complete the registration. 3. Check the number of validated license. A message tells you that your serial number is validated for the number of licenses you purchased. Click OK. 4. Read the Post-Installation Notes. The setup ends with notes open. Print the notes if desired and close the file. 5. Click Finish. If you have trouble successfully installing the Spector 360 services, you may need to adjust your endpoint antivirus software settings. See Excluding Spector 360 from Antivirus Detection SpectorSoft Corporation, All rights reserved.

15 Installing Spector 360 Next Steps: Now that Spector 360 is installed, your next steps are to: Test the Server Components. Make sure all services are running and components are communicating. Install Recorders. More... Begin configuring and installing the Spector 360 Recorder on network computers SpectorSoft Corporation, All rights reserved. 11

16 Spector 360 Deployment Guide Installing Spector 360 Servers (Details) Network vs. Local Service Credentials The Setup program installs Windows services for the SQL Server, Primary Server, Data Vault, Web Filter Server, and Control Center Server. Some of these services rely on account credentials to access other computers and/or the SQL Server (database) data. Be sure to use credentials that have appropriate access to the computer(s) the Server needs to access. Later on in the Setup procedure you will be prompted to supply the account credentials for the network installation. The Setup program automatically creates SQL database credentials for a Servers that access the Database, based on the account you select. If you plan to install all Server Components on one computer: Select Local System for all components. The component services will be installed to run under the Local System account. This is the easiest configuration, if the computer can handle the needs of the Spector 360 Databases in terms of disk space and processing power. Click Next to proceed. If you plan to install Server Components on different computers: Select Network for component services you would like to install and run under one or more network accounts. Network credentials allow a service read/write permission on another computer. Make your selections on this panel and click Next to continue. Note: Setup ALWAYS prompts for the Control Center credentials, which should be for a Domain Administrator level network account. It is NOT necessary to request a Network installation for the Primary Server if it will be running on a separate machine SpectorSoft Corporation, All rights reserved.

17 Network vs. Local Service Credentials SQL Server - The safest configuration is to install the SQL Server, the 360 Databases, and the File Storage Folder on one computer. Use network credentials if you plan to install any of these on a separate computer, or you want to be able to Backup or Archive data to a machine different from the one the current STORAGE database is running on. Primary Server - Generally this service can run under the local system account. Data Vault - Requires access to the Database computer and the File Storage Folder. If you want to store Screen Snapshots and Attachments (which can take up a lot of space) on a separate machine from the Database machine, use a network account for the Data Vault (DV) service. Also, if you have a large system and plan to install multiple DV Servers to maximize performance, select a network account installation. Web Filter Server - Requires access to the Database computer. If you have thousands of web sites to filter and would like to install the Web Filter Server on a separate machine from the Database to maximize performance, or if you plan to install multiple servers, select a network account installation. Control Center Server - MUST run under a Network Domain Administrator (or equivalent) account. The account must provide Administrator-level privileges on all network computers running the Recorder. With these privileges, the Control Center can fully monitor the status of and configure Client computers. If you change the default selection, a message appears before installation of each service allowing you to change back to the Local System Account before continuing. Click Yes to keep your Network selection SpectorSoft Corporation, All rights reserved. 13

18 Spector 360 Deployment Guide You can change the service account later. You can change the account under which any service runs (and change from local to network or vice versa) after installation. Use the Control Center's Server tool. Next: Return to Server Component Steps Installing the Database Installing the Databases with SQL Server Express If you have purchased fewer than 1,000 computer licenses, the installation includes Microsoft SQL Server Express 2005 with a SpectorSoft SQL Job Agent. If you have purchased 1,000 or more computer licenses, see Installing the Databases with Full SQL Server. The location where you install the Spector 360 Databases must be accessible to all computers running the Dashboard or Control Center. The Dashboard relies on connection to the database. If you are upgrading Spector 360: Use the previous SA password. See Updating Spector 360. If you are upgrading from Spector 360 Version 6.1, the Setup will automatically moves data from the old MSDE instance to the new SQL Server instance and uninstalls MSDE. To install the Spector 360 Database: 1. A message informs you that Setup will install Spector 360 Databases and MS SQL Express or full MS SQL Server after checking for the required disk space. Click Next to begin. If the Setup determines that there is not enough free space for this installation, a message will appear. You should have ample free disk space if you have accounted for the Spector 360 Requirements and Estimating the Database Size SpectorSoft Corporation, All rights reserved.

19 Installing the Databases with SQL Server Express 2. Select an installation path for SQL Server and for the 360 Database files. Accept the default location for the SQL Server installation AND for the Spector 360 Database files (C:\Program Files\Microsoft SQL Server) or Browse to and select a different location and click OK. The MS SQL Server files and the 360 Database files can be installed at different locations, but must be in constant communication. Use Network Account credentials for the SQL Server service if components will be distributed. Click Next to proceed. If a selected installation path does not exist, respond Yes at the prompt to create it. The Spector 360 database is given the instance name SPECTOR360. The edition of SQL Server installed depends on the number of computer licenses you have purchased. 3. You may be prompted to download files. If the computer you are installing on is connected to the Internet, the latest components will automatically be downloaded from SpectorSoft, and you can skip this step. If you receive the following prompt, make sure the computer is connected to the Internet, and then compare the "Current" version supplied by this Setup program to the "New" version found at the web site. Click Next SpectorSoft Corporation, All rights reserved. 15

20 Spector 360 Deployment Guide The database version you are about to install is displayed as the "Current" version on this panel. Downloading is necessary only when a newer version is available at the SpectorSoft web site. 4. Wait as SQL Server is installed. Wait as files are downloaded, extracted; the SQL Server Database is installed, configured and tested; and various scripts are executed. 5. Install SQL Agent Setup (SQL Server 2005 Express only). If your installation includes SQL Server 2005 Express, the Spector 360 SQL Agent Setup Wizard now begins. Click Next to start. 6. Select an installation folder for the SQL Agent. The default location is C:\Program Files\Spectorsoft\Spector 360 Sql Agent\. Click Browse to navigate to and select a different location for the SQL Agent SpectorSoft Corporation, All rights reserved.

21 Installing the Databases with SQL Server Express If you wish, click Disk Cost to determine disk space on available drives. Space required by the SQL Agent appears in the "Required" column, next to "Available" disk space, followed by the "Difference" between Available and Required. From this panel, click OK to return to Select Installation Folder. Click Next to accept the Installation Folder and continue. 7. Click Next to Confirm the Installation Wait for the Agent to be installed SpectorSoft Corporation, All rights reserved. 17

22 Spector 360 Deployment Guide 8. Click Close when the installation of the SQL Agent is complete. 9. If you have selected Network credentials for the SQL Server, you are prompted to confirm your choice. Otherwise, the installation continues. Click Yes to continue installing the service under network credentials. Click No to use the Local System Account. If you select Yes, enter the account credentials for the SQL Server service. Use the format DOMAIN\USENAME. 10. Wait as the Setup tests the SQL Server, copies files, and executes scripts. 11. If you have Windows XP, a message tells you that Ports 1055 and 1434 will be opened in your Windows XP Firewall to allow access to the Spector 360 Database. Click OK. 12. When Spector 360 Database setup is complete, click Finish. The Setup proceeds to installation of the Dashboard application SpectorSoft Corporation, All rights reserved.

23 Installing the Databases with SQL Server Express The SQL Server instance takes the name computer\spector360, where computer is the name of the machine where the database is installed. Next Step: Return to Server Component Steps Installing the Dashboard SpectorSoft Corporation, All rights reserved. 19

24 Spector 360 Deployment Guide Installing a Full SQL Server Database If you have purchased SQL Server with Spector 360, the provided installation includes the full Microsoft SQL Server If you will be using a separately purchased Microsoft SQL Server 2005 (Standard or Enterprise), the installation prompts you to locate the MS SQL Server install files. If you are installing SQL Server 2005 Express, see Installing the Database with SQL Server Express. The location where you install the Spector 360 Databases must be accessible to all computers running the Dashboard. The Dashboard relies on connection to the database. If you are upgrading Spector 360 Use the previous SA password. If you are upgrading from Spector 360 Version 6.1, the Setup will automatically move data from the old MSDE instance to the new SQL Server instance and uninstall MSDE. To install the Spector 360 Database: 1. If you have purchased Spector 360 without the SQL Server Database, the Setup prompts for SQL Server installation files that it can use to configure the Spector 360 Database. Click Browse to navigate to and select the location of your SQL Server install location or install media. If you have purchased MS SQL Server with Spector 360, this prompt does not appear. 2. A message informs you that Setup will install Spector 360 Databases. Click Next to begin. If the computer you are installing on is connected to the Internet, the latest components will be downloaded SpectorSoft Corporation, All rights reserved.

25 Installing a Full SQL Server Database from SpectorSoft. If you are prompted to download files, make sure the computer is connected to the Internet, and then compare the "Current" version supplied by this Setup program to the "New" version found at the web site. 3. Accept or change the installation paths for MS SQL Server and the 360 Database files. Accept the default location for the SQL Server installation AND for the Spector 360 Database files (C:\Program Files\Microsoft SQL Server) or Browse to and select a different location and click OK. The MS SQL Server files and the 360 Database files can be installed at different locations, but must be in constant communication. Use Network Account credentials for the SQL Server service if components will be distributed. Click Next to proceed. If a selected installation path does not exist, respond Yes at the prompt to create it. 4. Select the Initial Database Size. The Initial Database Size determines the maximum size of STORAGE databases. Refer to Estimating the Database Size for information on how to calculate a database size and the amount of disk space required. When your first STORAGE database reaches the size selected here, it "clones" to create a new database of the same size. Click Next to proceed. Wait for database script execution to run SpectorSoft Corporation, All rights reserved. 21

26 Spector 360 Deployment Guide The Spector 360 database is given the instance name SPECTOR360. The edition of SQL Server installed depends on the number of computer licenses you have purchased. 5. You may be prompted to download files. If you have downloaded the Setup program from the SpectorSoft web site and are installing for the first time, the latest files are automatically downloaded, and you can skip this step. The database version you are about to install is displayed as the "Current " version on this panel. Downloading is necessary only when a newer version is available at the SpectorSoft web site. 6. SQL Server installation begins automatically. Wait as files are downloaded, extracted, the SQL Server Database is configured and tested, and scripts are executed. This process can take time. 7. Wait as SQL Server Service Paks are installed. 8. Wait as the Spector 360 Database files are copied and scripts are executed. 9. When Spector 360 Database setup is complete, click Finish. The Setup proceeds to installation of the Dashboard application. The SQL Server instance takes the name computer\spector360, where computer is the name of the machine where the database is installed. Next Step: Return to Server Component Steps Installing the Dashboard SpectorSoft Corporation, All rights reserved.

27 Installing the Dashboard Installing the Dashboard The Dashboard installs with the Server Components as part of a complete Setup. You can use the Setup program to install ONLY the Dashboard on managers' computers on the network. These Dashboard with Servers Dashboard-only Install managers will use the Dashboard to access and view recorded activity. See the Spector 360 Dashboard Guide. The Spector 360 Dashboard requires Microsoft.NET Framework (DNF) and Microsoft Data Access Components (MDAC). If the Setup program does not find the correct.net component, it displays a message and you must download and install it. Setup automatically installs MDAC if it is not found. If the components already exist on the computer, the Setup does not install them. To install the Dashboard: 1. Following Database installation, click Next and wait for Setup to prepare the Dashboard installation. 2. If you are prompted, download newer Spector 360 Dashboard files from the SpectorSoft web site. If the "Current" version is the latest version available, you will NOT see this prompt. Wait as files are downloaded. 3. Click Next at the install wizard welcome to start the installation SpectorSoft Corporation, All rights reserved. 23

28 Spector 360 Deployment Guide 4. Choose a destination folder for the Dashboard program: The default location is C:\Program Files\Spector 360\Spector 360 Dashboard. If you wish, click Change to navigate to a different location. Select a location or type a path next to "Folder name," and click OK. Click Next to accept the destination folder. 5. Install the application: Confirm the setup type and destination folder. Click Back to make changes. Click Install to proceed. Wait for the application to be installed. 6. Specify the Spector 360 Database this Dashboard will access: Enter computer\spector360 where computer is the name of the computer where you have installed the Spector 360 Databases. If you are installing all components on this computer, use this computer's name. Click the [...] button to select computer\spector360 from a list of computers with SQL Server SpectorSoft Corporation, All rights reserved.

29 Installing the Dashboard 7. If you wish, click Connect to test the current computer's ability to connect to the SQL Server instance you selected. Login to the database using the System Administrator sa login name and the password you defined in the Database Setup step above. Click OK. A message tells you if the connection was successful. Click OK. Even if the connection is not successful, you can continue setting up the Dashboard. You will get a chance to enter database and connection information later. Also, see Installation Errors. Click OK to accept the Spector 360 SQL Server instance. 8. When the install wizard has completed, click Finish. If you are installing all Server Components, continue with the Control Center installation SpectorSoft Corporation, All rights reserved. 25

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