Reporting Installation Checklist

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1 This checklist is designed to help you before and during your Websense Enterprise Reporting installation. Print this checklist for reference as you prepare for and perform the installation, especially if you are deploying components to different machines. For complete and detailed information on installing Websense Enterprise Reporting, refer to the Websense Enterprise Reporting Installation Guide. 1. Keep in mind Real-Time Analyzer (RTA) lets you drill down into internet access reports, and allows you to view internet usage trends. For system requirements, see the Websense Enterprise Deployment Guide. For installation information, see the appropriate Websense Installation Guide for your system. The following services (components of Websense Enterprise) must be running during the Reporting installation. Filtering Service Policy Server User Service If you change default port numbers when installing Websense Enterprise, write them down. You may need the information when you installing Reporting. If your web browser has strict settings for pop-up blocking, it may restrict or prevent the use of some Reporting features or components. If you are running a Windows 2003 operating system: You must apply the Microsoft Windows 2003 Service Pack 1 (SP 1) before download the Websense Language Pack during your Websense non-english installation. Be sure a printer driver, (appropriate for the operating system) is installed on the machine running Websense Enterprise Reporter before attempting to generate Reporter reports. If you install Log Server on the same machine as Microsoft SQL Server and later upgrade SQL Server, the changes may prevent Log Server from starting. Run the Reporting installation again and choose the Repair option to restore normal Log Server operation. 2. Understand how to use the Websense Setup The Websense products are installed from the Websense Setup, which is downloaded from the Websense website at (located on the Downloads page), or launched from the Websense Installation CD. You will run Setup to install any of these products or their components. Each of these products includes several modules, which also contain separate components. Setup can be used to install modules or single components on separate machines. This checklist is meant to be used at each appropriate machine for installation. For performance reasons: Websense recommends that you do not install Websense Enterprise, Websense Enterprise Reporting, and Websense Enterprise Client Policy Manager not be installed on the same machine. Websense Enterprise Reporting Page 3 Reporting Installation Checklist

2 3. Determine how you want to deploy the Reporting components The various components of Websense Enterprise Reporting may be installed on the same or different machines, depending on the network and the Database Engine used. Install Log Server, the database, and the Database Engine before the other Reporting components. All components can be installed at the same time. Note Log Server, the database, and the Database Engine are required to use any other Reporting module or component. For information on how to best deploy the products, modules, and components, see the Websense Enterprise Deployment Guide. The link at the top of the Setup Manager opens the most current version of the Websense Enterprise Deployment Guide. 4. Verify that you have the appropriate minimum software and hardware Websense Enterprise components can be installed together on one machine, or distributed across multiple machines, depending on the operating systems and the size of the network. Websense Enterprise v6.3: All the Reporting modules and their components rely on Websense Enterprise, so install Websense Enterprise before Websense Enterprise Reporting. For complete and detailed information on general deployment recommendations, see the Websense Enterprise Deployment Guide. Database engine: Reporter: Log Server: Explorer: Database Administration: 5. Select the appropriate components for this machine Based on how you have chosen to deploy Websense Enterprise Reporting components, select or de-select each component by checking or unchecking the checkbox associated with each component listed. Websense Enterprise Reporter TM: Client-based application that communicates with Websense Enterprise and manages information about internet activity. Log Server: Required to receive, store, and report on internet activity. Database: Required storage for data about internet activity. Database Engine: Required to obtain and install either Microsoft SQL Server or MSDE. If you are using Microsoft SQL Server 2000 or 2005, you must perform the installation steps in a specific sequence to avoid installation problems. Before installing in a SQL Serer 2000/2005 environment, see the Websense Enterprise Reporting Installation Guide. Microsoft SQL Database Engine (MSDE) is not installed with Websense Enterprise Reporting. To use MSDE, you can obtain English or foreign language versions from Websense. Links appear during the installation procedure if Setup detects no supported database engine. When you download MSDE from these links, the Reporting installation procedure stops. You must set up MSDE first, and then rerun the Reporting setup.exe program. Websense Enterprise Reporting Page 4 Reporting Installation Checklist

3 Websense Enterprise Explorer TM : Web-based application that produces a variety of easy-to-use summary and flexible detail reports that can be designed and run by business managers and human resource professionals. Web server: Either Apache or Microsoft IIS (Apache is included in the installation package). Web browser: Microsoft Internet Explorer v5.5 or later (not included in installation). Database Administration: As part of the Explorer web-based application, Database Administration assists in managing the size of the database, rolling over databases, and creating new ones. Web server: Either Apache or Microsoft IIS (Apache is included in the installation package). Web browser: Microsoft Internet Explorer v5.5 or later (not included in installation). 6. Verify and record the Policy Server location Verify and record the IP address or machine name where the Policy Server is installed during the Websense Enterprise installation. Provide the port number Policy Server uses to communicate. The default port number is Select a different port number for the Policy Server if the default port is not available 7. If Microsoft IIS is used Choose a web server (when installing Explorer). Microsoft IIS: If a website has been created for another Websense product, the installer will use that website. If not, you will be required to set up a new website or use an existing website. In this case, use the Microsoft Windows Internet Services Manager. 8. Provide database engine location and decide how to connect to the Database Record the IP address (preferred) or name of machine running the database engine (Microsoft SQL Server 2000/2005 or MSDE). When the database engine (Microsoft SQL Server 2000/2005 or MSDE) is located on a remote machine, the default location for installing the database file is C:\Program Files\Microsoft SQL Server\Mssql\Data, which works properly unless SQL Server 2000/2005 or MSDE was installed with an instance name. If this is the case, enter the name of an existing directory on the remote machine where the database should be installed. Make note if a Trusted Connection is being used. Note Websense, Inc., recommends avoiding Trusted Connections when connecting to an MSDE database. Enter the user name and password that will be used to access the database. For MSDE, use the sa user name (default name for the system administrator) and to leave the password blank. Provide membership for the public and SQLAgentUserRole roles in the Microsoft SQL Server 2005 msdb database. See Configuring Microsoft SQL Server 2005 user permissions in the Websense Enterprise Reporting Installation Guide. Websense Enterprise Reporting Page 5 Reporting Installation Checklist

4 9. Determine where to install the database Log Server and the database engine on the same machine: Click Browse to select a folder on the local machine for installing the database. Log Server and the database engine on different machines: Enter the path for installing the database. This must be a local drive on the SQL Server machine, and the directory must already exist on that machine. You need to create a path to the database before installing Reporting. A problem can occur during installation if the path is nonexistent, and the Log Server and SQL Server are on different machines. Make sure there is enough free disk space (at least 3 GB for SQL Server users and 500 MB for MSDE users) on the specified drive for each database. Also refer to your Microsoft documentation. Keep in mind that depending on the number of users in your enterprise and your network setup, your database may grow rapidly. For recommendations, see the Websense Deployment Guide. 10. Choose whether to minimize your database size Reporter can report a separate internet access for each web page generated by a URL request (visit) or for each separate file that a page request generates (hits). Accept the default to log web page by Visits to report by Visits for a smaller database and faster reporting. Choose to report by Hits to record an entry for every single file requested, including graphic images and advertisements. Choose to Consolidate Log Records to minimize your database size by combining multiple visits by the same user to the same internet domain. 11. Determine where to locate the installation files Accept the default location C:\Program Files\Websense Choose another location 12. Choose whether to enable WebCatcher Yes. You can help improve the quality of the Websense Master Database by enabling WebCatcher to send unrecognized and security URLs to Websense, Inc., for analysis and categorization. No user-identifying information is ever sent to Websense. You must have Internet Explorer v5.5 or later installed to enable WebCatcher to use HTTP post to send files to Websense. Save a copy of the data that is sent to Websense. Maximum upload file size (KB -- default size 4096 KB) Minimum daily start time. No. Do not send unrecognized URLs to Websense. This disables WebCatcher. 13. When upgrading Websense recommends that you upgrade all the Reporting modules and components at the same time. Websense Enterprise Reporting Page 6 Reporting Installation Checklist

5 When Websense Enterprise Reporting has been previously installed with a Language Pack, upgrading to v6.3 resets the language to English. The v6.3 Language Pack must be downloaded during your Websense non-english installation. The Windows Event Viewer must not be running during an upgrade or when repairing an existing installation. If the Event Viewer is open during an upgrade, the installer will crash. If you attempt to repair your Websense system when the Event Viewer is open, the repair will fail, even though the installer appears to finish normally. 14. When migrating The Migrate Utility installs with the Log Server and is used to migrate Log Databases for Reporter from v5.5.x to v6.2. Once the information has been migrated to v6.2, Reporter v6.3 can use it to generate reports. Explorer users can connect to the old database schema to run reports on older data in the v6.1.x and v6.2 databases. Do not log to a migrated database. You should use migrated databases only for reporting. Websense Enterprise Reporting Page 7 Reporting Installation Checklist

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