Spector 360 Deployment Guide. Version 7.3 January 3, 2012

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1 Spector 360 Deployment Guide Version 7.3 January 3, 2012

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3 Table of Contents Deploy to All Computers Step 1: Deploy the Servers... 5 Recorder Requirements Requirements... 5 Control Center Server Administrator Account... 6 Options - Configuration Exclude from Antivirus Scanning... 7 How the Spector 360 Components Work Download and Start the Setup... 7 Single Server Requirements Choose the Type of Setup... 9 Distributed Servers License Agreement SQL Express Setup Quick Install Settings SQL Server Standard/Enterprise Setup If Updates Are Available Deploy Dashboards for Managers General Settings Deploy Control Centers for Administrators Configure the Database Installing Extra Servers Configure the Dashboard & Control Center Deploy for Remote Employees Configure the Control Center Server Deploy to Branch Offices Configure the Primary Server Deploy in a Domain Network Configure the Web Filter Server Deploy in a Windows Workgroup Configure the Data Vault Server Deploy on a Multi-User Network View a Summary and Begin Installing Options - Space Management Register and Unlock the Installation Estimate the Database Size Finish the Setup and Start the Control Center Manage the Data Upgrade, Migrate, Uninstall Troubleshooting Upgrade (Reinstall) Components Exclude by Risk Upgrade Older Versions Exclude the Servers from Scanning Migrate from Spector CNE Exclude the Recorder from Antivirus Scanning Import Data from a CNE Data Vault Troubleshoot the Server Installation Uninstalling Spector 360 Components Troubleshoot Recorder Installation Step 2: Deploy Recorders SpectorSoft Information Starting the Control Center Contact Us Deploy the Recorder to a Windows Computer Copyrights and Trademarks Deploy the Recorder to a Macintosh Deploy Manually to Windows Index Verify Recorder Deployment and Recording SpectorSoft Corporation, All rights reserved. iii

4 Steps to Deploying Spector 360 Step 1 Deploy the Servers. Start by downloading and running the setup program to install Spector 360 core components and applications. When the setup is complete, you will start the Spector 360 Control Center. Step 2 Deploy the Recorders. The Spector 360 Control Center lets you deploy Recorder software to multiple, remote computers. Test the Recorder on a single computer, and then deploy a Recorder to all computers for which you have purchased licenses. The Setup program installs a Spector 360 Database, Servers, Control Center, and the Dashboard. As soon as it is installed, a Recorder begins capturing activity. You can review the activity from a Spector 360 Dashboard SpectorSoft Corporation, All rights reserved. 4

5 Step 1: Deploy the Servers Step 1: Deploy the Servers Requirements Minimum requirements At least 60 GB (gigabytes) free disk space for a new installation. This is the MINIMUM to get started. Review requirements for a Single Server or Distributed Servers. At least 10 GB free disk space to upgrade an existing installation. A 32-bit or 64-bit Windows operating system: Windows XP Professional Windows Vista Windows 7 Windows Server 2003 or Windows Server 2008 Static IP address is recommended. Internet access is recommended. Operating system uses the NTFS (not FAT32) file system. See requirements for MS SQL Server Express for under 1,000 computer licenses or MS SQL Server Standard for 1,000+ computer licenses. The installation takes minutes, depending on your method of access and hardware. If the correct version of Microsoft.NET Framework is not found on the computer, the Setup will install it, requiring additional disk space. Serial number A Spector 360 serial number is required to download and start the Setup. Check your Spector 360 purchase receipt or product CD case for this number. Windows Administrator account Spector 360 manages computers and recording via a Control Center Server (CCS). During the setup, you must provide account credentials for this Windows service. See Control Center Server Administrator Account. Disable antivirus software Antivirus scanning may interfere with the Spector 360 installation. Be sure to temporarily disable scanning as you run the Setup and exclude SpectorSoft files from future scanning on all Spector 360 computers. See Exclude from Antivirus Scanning. Upgrading If you have Spector 360 version 7.0 or later installed, you can Reinstall the new version over the old version without restoring the database. However, be sure to STOP the Data Vault Server and capture a Full Backup (for insurance) before upgrading. See: Upgrade Version 7.0 and Higher Upgrade Older Versions Migrate from Spector CNE SpectorSoft Corporation, All rights reserved. 5

6 Step 1: Deploy the Servers Control Center Server Administrator Account An administrator on all computers The Spector 360 Control Center Server (CCS) is installed as a Windows service and manages all other Spector 360 components. To do this, the server requires administrator-user permissions on ALL Spector 360 server and client computers. Create a CCS account, if necessary Use the Windows Control Panel > Manage User Accounts to Add an account in the Administrators group. This account will need to be present in the Administrators group of EACH Spector 360 computer. Refer to your Windows documentation for more information on creating accounts and administrator privileges. During Spector 360 Setup, you will be prompted to provide Windows account credentials (user name and password) the CCS can use to login and operate. Some customers use the domain administrator account, but you can use any account belonging to the Administrators group on each computer where Spector 360 servers (Setup components) or clients (Recorders) will be installed. If you do not have such an account, or do not want to use "Domain Administrator," create a special Windows account for the CCS to use. You can change the CCS service account AFTER Setup by using the Servers tool in the Control Center. Refer to your Windows help system to better understand Windows services and their login accounts. If you use a workgroup network, also refer to the article on Windows Workgroup configuration SpectorSoft Corporation, All rights reserved. 6

7 Step 1: Deploy the Servers Exclude from Antivirus Scanning Antivirus software may interfere with Spector 360 As you install Spector 360 Servers and Recorders on a network where antivirus software (McAfee, Symantec, etc.) is deployed, there is a chance the antivirus software may classify a Spector 360 component as a threat and remove it. This could happen during installation of the Servers or deployment of the Recorder, or anytime following installation. If a component is quarantined, Spector 360 won't work properly! Keep in mind, too, that many Windows Vista and 7 systems are configured with either Microsoft Windows Defender or Security Essentials performing scans by default. You must either disable this scanning or exclude Spector 360 from scanning before installing. Exclude centrally or at computers If you use enterprise or endpoint antivirus software, create a central policy that applies to all computers on the network. If various antivirus programs are running on computers, you will need to go to each computer to make exclusions. Exclude files or signature risk name Use the antivirus or anti-spyware program to exclude Spector 360 from scans. Some programs accept a list of file names to exclude. Others identify "risks" by name. Refer to the Knowledge Base for instructions on creating a whitelist in Symantec, McAfee, and other popular programs. Exclude Server files - Exclude these files at the server computer(s). Exclude Recorder files - Exclude at all computers you plan to monitor. Risk names - Click this link for a list of SpectorSoft risk names. Download and Start the Setup Access the Download page If you haven't downloaded the Setup program, Click here to access the SpectorSoft web site and enter your serial number; or you can start from a SpectorSoft with a download button. A Download button may be available in an sent to you from SpectorSoft following purchase. Click the download button SpectorSoft Corporation, All rights reserved. 7

8 Step 1: Deploy the Servers Click Save to download the Setup The File Download prompts you to Run, if you have a very fast, reliable Internet connection, or Save to download a self-extracting compressed file via HTTP. Alternative methods of downloading are available; for example, you can download via FTP. Look for "Click here for additional options". If you do not choose to run immediately after downloading, double-click the downloaded sp exe file to extract it into a folder that includes several subfolders and the sp360setup73.exe file as shown below. If you choose Run at this point, make sure you have a fast, reliable Internet connection. The Internet connection must not be interrupted during the entire down-load and installation procedure, which may take from 5 minutes to 1 hour. Save and extract the file You are prompted to choose a location (such as your local Desktop) and then download the compressed, self-extracting file. Wait as the file downloads from the SpectorSoft web site. This can take several minutes. Start the installation Click Run on the download dialog box (if you haven't closed it) or doubleclick the extracted sp360setup73.exe file in the Setup folder. The Setup begins SpectorSoft Corporation, All rights reserved. 8

9 Step 1: Deploy the Servers Choose the Type of Setup Choose the installation you want For a new installation, choose one of the following. If you are upgrading, you will be prompted to Reinstall. Quick Install - Highly recommended for new or evaluation customers. Installs ALL core components and applications on the local computer (single-server) using default settings. All services (servers) will operate under the local system account, which works well in most cases. Custom Install - Installs all ALL core components and applications locally (single-server), but allows you to change default settings and accounts, as well as deploy Web Filter and Data Vault Servers to remote computers. Component Install - Installs individual components as selected. Allows you to distribute or move core components, and add Web Filter Servers, Data Vault Servers, Dashboards, or Control Center applications. Always install a Database and core components BEFORE adding or moving other components. The "Quick Install" gets you started on one server computer. You can move or add components later. Only the Data Vault Server and Web Filter Server installations can be directed to a different computer from the Setup program. Use a Component Install to set up a distributed server installation. SQL Server Database Setup Microsoft SQL Server is required to build the Spector 360 Database instance. Note the type of SQL Server included with this Setup program: SQL Server Express, SQL Server Standard, or a previously purchased SQL Server install package that you will locate during the Setup. Run the Control Center when Setup is complete By default, the Control Center application will open at the end of the setup making it easy to immediately deploy the Spector 360 Client SpectorSoft Corporation, All rights reserved. 9

10 Step 1: Deploy the Servers Recorder to computers. Clear this check box if you prefer to finish the installation without opening the Control Center. ONE Primary Server is installed. Multiple Data Vaults can be installed. To maintain a central data repository, all Data Vaults use the SAME Database access account and the SAME File Storage Base Path for screen snapshots and attachments. Multiple Web Filter Servers can be installed. All Web Filter Servers communicate with the central Database using the SAME Database access account. Multiple Dashboards and Control Center applications can be installed. For a Component Install, select components You can select components for installation ONLY when a Component Install has been selected. Check the components you want to install on this computer. Note that the Database should always be installed first, and the Installation Status ("Not Installed") applies only to the local computer. You will need to locate previously installed components (the Database and CCS) later in the setup. Enter your serial number The serial number is included in your Spector 360 product confirmation or on the CD case. Characters 5 and 6 are letters of the alphabet; all other characters are numerical. Keep these points in mind... ONE central Database is always installed first. A Control Center (application) should be installed with the Database. ONE Control Center Server (CCS) is installed. A Control Center application is always installed with the CCS SpectorSoft Corporation, All rights reserved. 10

11 Step 1: Deploy the Servers License Agreement Read the agreement and check "I Accept" Scroll to read the entire agreement. Use the buttons at the bottom of the panel to Print or Save the agreement. If you agree to the terms, check "I have read and accept the license terms" and click Next. Your serial number is provided in the purchase receipt you received or on the CD case. If you cannot find your serial number, contact SpectorSoft. Click Next to continue When a valid serial number is entered, go on to the License Agreement by clicking Next. Points to remember are: Record only computers that you own. Always inform users that you will be monitoring them. Install the Recorder only on the number of computers for which you have purchased licenses. Do not attempt to move a license from one computer to another. Click Next to continue Continue on to Quick Install options OR (for a Custom, Component, or Re-Install) to check for newer installation files and then proceed to installation options SpectorSoft Corporation, All rights reserved. 11

12 Step 1: Deploy the Servers Quick Install Settings Required settings System Administrator (SA) password A new Spector 360 Database instance is set up with a single, default SA (System Administrator) account. This panel appears for a Quick Install. Two settings are required: (1) the Control Center Server (CCS) account and (2) the SA password. Other settings are optional, and you can accept the default entries. Control Center Server account The CCS requires an existing, valid Windows account to log in as and to manage the Server and Client Recorder components. The account must have Administrator user privileges on this computer - for installation purposes - and on each computer you plan to monitor. You can change this account from the Control Center when the setup is complete. SA password -Type a password for the default SA (System Administrator) account to be installed with this Spector 360 SQL Server instance. This SA login has nothing to do with other SQL Server instances. The password must be at least 6 characters long and include THREE of the following criteria: - An uppercase letter - A lowercase letter - A number - A non-alphabetic character, such as # ^ _ - Do NOT use the characters: / ' " [ ] { } ( ), ;? $ \ or <space> Confirm SA password - Type the password again to confirm it. Account - Type the name of a Windows account belonging to the Administrators group on this and all computers you will be monitoring. On a domain network, use the format Domain/Username. A SQL Server System Administrator (SA) has all rights and privileges to the databases. It's important to provide a strong password, guard the password, and change it if you suspect it has been compromised. Password - Type the password for the account. Confirm Password - Type the password again SpectorSoft Corporation, All rights reserved. 12

13 Step 1: Deploy the Servers Accept default installation locations To get started quickly, click Next at the bottom of this panel, accepting all default installation locations. To change a location, click the Browse button and navigate to a folder on this computer. See below. Spector 360 server and application location: All Spector 360 Servers (Windows services) and the Control Center and Dashboard applications will be installed at this base location, unless you select a different folder. The default installation path is: C:\Program Files\SpectorSoft\Spector 360 Screen snapshot and attachment file storage base path: The Data Vault Server stores captured Screen Snapshots (graphic files) and Attachment files (if capture is requested) at this folder location. These files, associated with data in the Database, can quickly use up disk space, and some customers prefer to provide a dedicated hard drive for this "File Storage Base Path." Browse to a new location on the server computer or accept the default location: C:\Spector360Data Use one file storage base path for all installed Data Vaults. Some customers direct the Snapshot and Attachment File Storage location to a dedicated hard drive on the Database computer. SQL Server setup location: Available (and required) when SQL Server is NOT provided with the Spector 360 Setup and you are using a previously purchased SQL Server package. Type the full path to the folder, or browse to and select the drive or network folder containing your customer-provided SQL Server installation files. Initial SQL Server database size (GB): Enabled only for a full SQL Server (not Express) setup. The Spector 360 databases will be created at this size. The SA user can change the maximum size of STORAGE databases from the Control Center following setup. A larger database size may improve performance for a large installation base (more than 500 clients). Too large a size will cause disk space and performance issues. Accept or change the SQL Server install locations: If you have requested MS SQL Server Standard, you have the option of setting the database size. If you have requested to use your own copy of SQL Server 2005 Standard or Enterprise, you must locate that installation package. MS SQL Server location: Microsoft SQL Server provides the database management system for custom Spector 360 database files. Your Spector 360 Database will be the SQL Server instance computer\spector360, where "computer" is SpectorSoft Corporation, All rights reserved. 13

14 Step 1: Deploy the Servers the name of this computer. Both MS SQL Server and the Spector 360 database files are installed on the local Setup computer. The default SQL Server installation is located at: C:\Program Files\Microsoft SQL Server Spector 360 Database files location: When you continue, the Setup will use scripts and files to automatically build a Spector 360 Database located at the following location. You can direct the SQL Server instance to another location on this computer, if you wish. The Spector 360 data will be stored here: C:\Program Files\Microsoft SQL Server\MSSQL.1\MSSQL View a summary To view a summary of your selections and begin the installation, click Next. If Updates Are Available Check for available updates For a Custom, Component or Re-install, you can choose to download newer installation files or use your current, local files. If time has passed since you originally acquired your Spector 360 installation, the following panel suggests that you download newer installation files. Check component to download updated files or clear components to use your existing files. Click Next to continue. Updates ensure you have the newest and best software components. However, if you are reinstalling or adding components and will not update ALL components, it may be safest to use your existing, local version. Component - Lists the components to be installed. Current Version - The version included with this Setup. Latest Version - The newest available version. Status - "up-to-date" if you have the latest version; "update available" if you do not have the latest version. Check components to download new files After comparing local files with those available at the SpectorSoft web site, the Setup checks all components that can be updated. If you are performing a complete installation, leave items checked. The Setup downloads and proceeds to install the newer files. Clear to install with existing files If you are installing components, you may prefer to update all components at a later time. Clear checked components to continue installing the existing files. The Setup proceeds using the local files. Click Next to continue To proceed using either newer, downloaded installation files or your existing installation files, click Next SpectorSoft Corporation, All rights reserved. 14

15 Step 1: Deploy the Servers General Settings Spector 360 installation location This panel appears for a Custom or Component Install. General settings are optional and allow you to set the base Spector 360 installation path. However, before you can click Next to proceed, other component settings are required: For a Custom Install: (1) define a Database SA password and (2) provide Control Center Server (CCS) account credentials. Configure the Database The Spector 360 Database The Spector 360 Database is a SQL Server instance that stores recorded activity, Web Filtering rules, Event Alerts, Spector 360 user accounts, and other configuration information. Spector 360 uses Microsoft SQL Server 2005 Express or SQL Server 2005 (if requested). When you are installing the Database, these settings are available: For individual Component Install, (1) locate the Database computer, (2) provide the Database SA Password if required, and (3) locate the CCS computer. If these values have been provided (or are not required for component installation), you can click Next to proceed. Install Spector 360 servers and applications at this location: All Spector 360 Servers (Windows services) and the Control Center and Dashboard applications will be installed at this base location, unless you select a different folder. The default installation path is: C:\Program Files\SpectorSoft\Spector 360 Both SQL Server and the Spector 360 Database will be installed on the computer where you run the Setup, although you can direct them to different local drives. The Database installation includes two services: the SQL Server and a Job Agent service to handle database tasks SpectorSoft Corporation, All rights reserved. 15

16 Step 1: Deploy the Servers When you are installing another component and NOT the Database, enter the computer name and SA password, if prompted: You cannot proceed until entering the SA Password on this panel! Database Computer Name REQUIRED. This field displays the name of the current computer. This computer will be your "Database computer," and the Database will be known as the SQL Server instance computer/spector360 where computer is this computer (SERVER05/SPECTOR360). If you are installing a separate component that accesses the Database, type or browse to and select the Database computer name (such as, \\SERVER05). SA password - Type a password for the default SA (System Administrator) account installed with this Spector 360 SQL Server instance. You will type the user name "SA" and the password defined here to log in to the Control Center or Dashboard for the first time. The password must be at least 6 characters long and include THREE of the following criteria: - An uppercase letter - A lowercase letter - A number - A non-alphabetic character, such as # ^ _ - Do NOT use the characters: / ' " [ ] { } ( ), ;? $ \ or <space> Confirm SA password - Type the password again to confirm it. Set database size, if using full SQL Server Available when installing the Database. Most Spector 360 setup packages automatically install Microsoft SQL Server Express. If you have requested MS SQL Server Standard, you have the option of setting the Database size. If you have requested to use your own copy of SQL Server 2005 Standard or Enterprise, you must locate that installation package. The System Administrator (SA Password) REQUIRED. If you are installing the Database, you MUST set a password for a built-in account for this SQL Server instance. You will use SA as the user name and this password to log in to the Control Center or Dashboard for the first time. If you are installing or reinstalling a component that accesses the Database, enter the current SA password SpectorSoft Corporation, All rights reserved. 16

17 Step 1: Deploy the Servers SQL Server setup executable location: Available only when SQL Server is NOT provided with the Spector 360 Setup. Type the full path to the folder, or browse to and select the drive or network folder containing your customer-provided SQL Server installation files. Initial SQL Server database size (GB): Enabled only for a full SQL Server (not Express) setup. The Spector 360 databases will be created this size. The SA user can change the maximum size of STORAGE databases from the Control Center following setup. A larger database size may improve performance for a large installation base (more than 500 clients). Too large a size will cause disk space and performance issues. Read configuration notes for SQL Server Standard to understand the impact of setting a larger initial database size. Install SQL Server at this location Available when installing the Database. Install Spector 360 Database at this location Available when installing the Database. When you continue, the Setup will use scripts and files to automatically build a Spector 360 Database located at the following location. You can direct the SQL Server instance to another location on this computer, if you wish. The Spector 360 data will be stored in this folder: C:\Program Files\Microsoft SQL Server\MSSQL.1\MSSQL Make sure the Database computer has disk space to handle not only the databases, but the rate of data being returned from client Recorders. See Estimate the Data Size. Some customers prefer to install SQL Server and/or the Database files on a separate local drive to allow for plenty of disk space. Microsoft SQL Server provides the database management system for custom Spector 360 database files. Your Spector 360 Database will be the SQL Server instance computer\spector360, where "computer" is the name of this computer. Both MS SQL Server and the Spector 360 database files are installed on the local Setup computer. The default SQL Server installation is located at: C:\Program Files\Microsoft SQL Server SpectorSoft Corporation, All rights reserved. 17

18 Step 1: Deploy the Servers Spector 360 SQL Server and agent services account Available when installing the Database. Configure the Dashboard & Control Center OPTIONAL CONFIGURATION. Change the installation folder for the Control Center or Dashboard on this computer, or allow installation at the default locations. The Database services will login under a Windows account: Local System - DEFAULT. The Database services will use the current computer's Local System account. The service inherits appropriate security and privileges when the SQL Server and Spector 360 Database are installed on the same computer. This account - For security purposes, you may choose to run services under a different account. Enter another valid Windows account name and password that will have full privileges at the SQL Server and Database installation locations. When the Servers have been installed, you can install additional Dashboards and Control Centers at other computers using the Component Install. Note that the Control Center will automatically be selected for installation with a Control Center Server (CCS) or Database SpectorSoft Corporation, All rights reserved. 18

19 Step 1: Deploy the Servers Control Center location The Spector 360 Control Center manages Recorders, Servers, the Database, and Web Filtering and Event Alert policies. A Control Center must be installed with the CCS and Database. If these are on separate computers, install a Control Center on each. You can install as many Control Centers as needed. All Control Centers communicate with one, centralized CCS. You can direct the installation to a different location on this computer, if you wish. The default is: C:\Program Files\SpectorSoft\Spector 360 Control Center Dashboard location The Dashboard allows users to query the recorded data for display in charts and reports. The Dashboard uses the SQL Server to query the Database by date, time, user, computer, Web Filtering category, and other criteria. Multiple Dashboard applications can be installed. All Dashboards access a single, central Spector 360 Database. See the Spector 360 Dashboard Guide to learn how to review, analyze, and report on Spector 360 data. You can direct the installation to a different location on this computer, if you wish. The default is: C:\Program Files\SpectorSoft\Spector 360 Dashboard SpectorSoft Corporation, All rights reserved. 19

20 Step 1: Deploy the Servers Configure the Control Center Server The Control Center Server (CCS) A single Control Center Server (CCS) relays instructions from the Control Center to other network computers. This service must be logged in with Administrator-user privileges on all Spector 360 computers to handle remote configuration and installation of the Recorder. When installing the CCS, you must assign a Windows account to the service before you can continue. You can NOT proceed until the CCS has been assigned its service account. A CCS icon will appear in the Windows taskbar following installation. Control Center Server computer name This field displays the name of the current computer (i.e., \\COMPUTER05). If you are installing the CCS, the name cannot be changed. This computer will be your "Control Center Server computer." If you are installing a separate component, you must enter or browse to the correct computer where the CCS is already installed (i.e., \\COMPUTER01). Control Center Server service account Available when installing the CCS. REQUIRED. Use an existing Windows account with Administrator privileges on all Spector 360 computers. A domain account would be acceptable, but it can be any Administrator account valid on all computers. Enter and confirm the password for the account. When installing another component, be sure to identify the CCS computer by name. Database connection credentials Available when installing the CCS. The CCS accesses the Database directly to read and write Control Center auditing data. The account you select is automatically added to the Database. This Database login is not required to install Spector 360 ; you can provide it later from the Control Center SpectorSoft Corporation, All rights reserved. 20

21 Step 1: Deploy the Servers Account - Select and enter a valid Windows account name and password. This account will be used to authenticate CCS login to the Database. SQL Server Account - Select and enter ANY user name and password. This SQL Server account will be created to authenticate CCS login to the Database. Configure the Primary Server The Primary Server The Primary Server communicates with all Spector 360 Recorders to provide licensing and software updates. A Recorder will not operate properly unless it has a license and can establish network connection to the Primary Server. OPTIONAL CONFIGURATION. You can assign an account other than Local System to the Primary Server service Primary Server computer name This field displays the name of the current computer (i.e., \\COMPUTER05). If you are installing the Primary Server, the name cannot be changed. This computer will be your "Primary Server computer." If you are installing a separate component, you must enter or browse to the correct computer where the Primary Server is already installed (i.e., \\COMPUTER01). The Primary Server service must be up and running for Spector 360 to record activity! The Primary Server can operate under the Local System account, regardless of where it is installed. Primary Server service account Available when installing the Primary Server. The default service account for the Primary Server is Local System. If you want this service to log on as another account, provide the account credentials here. Local System - The Primary Server will use the current computer's Local System account. This account - For security purposes, you may choose to run services under a different account. Enter another valid Windows account name and password for use by the Primary Server SpectorSoft Corporation, All rights reserved. 21

22 Step 1: Deploy the Servers Configure the Web Filter Server The Web Filter Server OPTIONAL. The Web Filter Server (WFS) enforces Web Filtering rules across the Spector 360 network. Before accessing the Internet, recorded computers with filtering enabled query the WFS, which applies filtering rules stored in the Spector 360 Database. Web Filter Server computer name The current computer automatically appears in this field. Type another computer name to direct the installation elsewhere. Click the Add button to add the computer to the list at the bottom of the panel and clear it from this field. You can install the WFS on multiple computers from this panel. Web Filter Server service account The Web Filter Server is a Windows service that must be able to access the Database location in order to apply Web Filtering rules. Local System - DEFAULT. Choose this option when the Web Filter Server is installed on the same computer as the Database. This account - Choose this option for security, or when installing the Web Filter Server on computers remote from the Database. The account must have privileges to access the Database computer. Enter a Windows account name and password for use by the server. Database connection account If you are designating more than one computer to receive a Web Filter Server, use the same Database credentials for each. Server account (above) - DEFAULT. The account provided above is used to create the Server's login to the Database. On a single-server computer, the WFS can use the default settings. Some customers install the Web Filter Server on multiple computers to handle filtering for a large number of computers. Use the same Database login account for each Web Filter Server. SQL Server Account - Select and enter ANY user name and password. This SQL Server account will be created to authenticate Web Filter Server login to the Database. Remove computers Click the Add button to add the computer at the top of the panel to the list at the bottom. Select a computer and click Remove to delete it from the list. If you want to edit the service account or Database connection account for a computer, remove the computer and Add it again SpectorSoft Corporation, All rights reserved. 22

23 Step 1: Deploy the Servers Configure the Data Vault Server The Data Vault Server The Data Vault Server receives recorded activity from Client Recorders, sends Attachment and Screen Snapshot files to the File Storage location, and processes the "raw" recorded data for insertion into the Spector 360 Database. Use default settings to install a Data Vault Server on a single-server computer. Otherwise, enter the computer name(s), the service account, and the Database login account for this server. Some customers install the Data Vault Server on multiple computers to handle data retrieval for a large number of computers. Use the same Database login for each Data Vault. Data Vault computer name The current computer (i.e., \\COMPUTER05) is automatically displayed in the field. You can type in a computer name to direct the installation elsewhere. Click Add to add the computer to the list of "Data Vaults to be installed" at the bottom of the panel and clear it from this field. You can install multiple Data Vaults from a single Setup run. Data Vault service account The Data Vault Windows service must be able to access the Database computer in order to store captured files and data. Local System - DEFAULT. Choose this option when the Data Vault is installed on the same computer as the Database. The Data Vault will use the current computer's Local System account. This account - Choose this option for security or when installing the Data Vault on a computer remote from the Database. The account must have full privileges to access the SQL Server instance and File Storage Base Path on the Database computer. Enter a valid Windows account name and password. Database connection account The Setup will configure a Database login for the Data Vault. If you are designating more than one computer to receive a Data Vault, use the SAME Database credentials for each. If you are installing one Data Vault on a single-server computer, you can use the default settings. Some customers choose to create a network account to be used by Data Vaults. Use the same Database connection account for each Data Vault. Server account (above) - DEFAULT. The account provided above is used to create the Server's login to the Database SpectorSoft Corporation, All rights reserved. 23

24 Step 1: Deploy the Servers SQL Server Account - Select and enter ANY user name and password. This SQL Server account will be created to authenticate Data Vault login to the Database. Screen Snapshot/ Attachment File Storage The Data Vault Server stores captured Screen Snapshots (graphic files) and Attachment files (if capture is requested) at this folder location. These files, associated with data in the Database, can quickly use up disk space, and some customers prefer to provide a dedicated hard drive for this "File Storage Base Path." Browse to a new location on the server computer or accept the default location: View a Summary and Begin Installing View a summary of installation selections When you click Next after setting installation options, a message appears if required information is missing. If not, a summary of your installation choices appears. You can Print or Save the summary. C:\Spector360Data Use one file storage base path for all installed Data Vaults. Reference the same File Storage Base path for each Data Vault Server. Remove computers Click the Add button to add the computer at the top of the panel to the list at the bottom. The computer name at the top clears, and you can add another computer to receive the installation. Select a computer and click Remove to delete it from the list. If you want to edit the service account or Database connection account, Remove the computer and Add it again. View a summary To view a summary of your selections and begin the installation, click Next. Click Install to begin the installation Wait for all components to be installed. When installation is complete, following instructions to register and unlock the installation SpectorSoft Corporation, All rights reserved. 24

25 Step 1: Deploy the Servers Register and Unlock the Installation Click Register to receive an Unlock Code Following installation, the Serial Number Registration panel appears. 1. Click Register in the middle of this panel to submit your serial number and registration code and receive an unlock code. A web page confirming your registration opens in a browser window. Close the browser window, but leave the Registration panel open. 4. Paste the Unlock code in the Registration. Return to the open Registration panel. Open the Unlock Code attachment and use Ctrl+A to highlight the entire, long, unlock code. Press Ctrl+C to copy the code. Click in the field at the bottom of the Registration panel and press (Ctrl+V) to paste the Unlock Code in the field. It doesn't matter if you include or omit the square brackets around the code when you copy it. 5. Click the Unlock button. A message confirms the installation has been unlocked and displays the number of licenses purchased. Click OK. Finish the Setup 2. Wait a minute for a Spector 360 Registration to arrive. The arrives with two attachments: Registration Code and the Unlock Code. 3. Save the Unlock Code attachment to a location you can access from the Setup computer. Complete the setup and open the Control Center to continue. You can register later from the Control Center application, but keep in mind that Spector 360 will NOT operate properly until registered and unlocked for the number of licenses purchased. Registration is required after installing the first time, after adding client licenses, after installing a new Primary Server, after reinstalling servers that have been uninstalled, or after having installed a major upgrade SpectorSoft Corporation, All rights reserved. 25

26 Step 1: Deploy the Servers Finish the Setup and Start the Control Center Read the Post-Install Notes When all server components have been installed, post-installation notes appear in a browser window. Read or print the notes and close the browser window. Start and login to the Control Center If requested, the Control Center will start immediately when the setup is complete, allowing you to begin deploying the Recorder to computers. Otherwise select Start All Programs Spector 360 Spector 360 Control Center from the desktop. At the prompt log in as System Administrator (SA). Add Computers and Schedule Installation If this is a new installation and no computers have been "added" to the Control Center, the Add Computers wizard opens automatically, prompting you to add the names of network computers you plan to monitor. The wizard allows you to type computer names or import them through Active Directory, through Network Discovery, or as a text file list. Authentication Select SQL Database - computer\spector360, where computer is the name of the computer where the database is installed Login - SA Password - SA password defined during setup Click LOGIN to open the Control Center. If you are evaluating Spector 360, you may prefer to start by adding one or two test computers. Go on to Deploying the Recorder to a Test Computer SpectorSoft Corporation, All rights reserved. 26

27 Upgrade, Migrate, Uninstall Back up the database before upgrading Upgrade, Migrate, Uninstall Upgrade (Reinstall) Components Upgrade options If you are upgrading from Spector 360 version 6.2 or later, you may choose to install directly over your existing Spector 360 installation, or test the new version on a separate computer. Installing an upgrade should not interfere with your active databases, but it is a good policy to create a fresh, Full Backup just before you upgrade. See the Administrator's Guide for more about Database backups. 1. Open the Control Center and select Servers. Double-click the Data Vault Server. STOP the service to prevent Recorders from sending in new data. If you have more than one Data Vault Server, stop them all. This ensures the Backup has all current data. The Recorders will store data locally until their assigned Data Vault service is re-started. 2. Select Database Manage Database Backup and Restore. 3. Select Backup Create a Full Backup from the toolbar. 4. WAIT for the backup to complete. 5. Move the Backup Folder you just created to another, non-default location. The default location for a Backup folder is: C:\Program Files\Microsoft SQL Server\MSSQL\Spctr_Backup It is good policy to test your Database backups. By installing a "Test" Database on a separate computer, you can perform a Restore without compromising the active databases. See the Administrator's Guide. Install (Re-install) over the previous version If you are ready to upgrade your existing installation, read the Download page or Installation Notes to see if there are special installation instructions. Follow the steps to install Spector 360. This version of Spector 360 requires that you update ALL components. The setup may upgrade or install Microsoft.NET. You do not need to uninstall the previous version before installing the new version SpectorSoft Corporation, All rights reserved. 27

28 Upgrade, Migrate, Uninstall Select Install/Reinstall. The Setup detects which components are already installed on this computer. Check components you want to install or reinstall; uncheck components you do not want to reinstall. Click Next to accept Agree to the License Agreement terms. Accept the End User License Agreement. Scroll to read the entire agreement. Use the buttons at the bottom of the panel to Save or Print the agreement. Click Yes to continue or No to exit the Setup. Download updates, if available. If time has passed since you originally acquired your Spector 360 installation, the following panel suggests that you download newer installation files. Check component to download updated files or clear components to use your existing files. Click Next to continue. Database - REQUIRED: Provide a System Administrator (SA) password for your SQL Server Spector 360 database instance. Dashboard & Control Center - Installs the Dashboard for viewing activity and the Control Center for managing Servers and Recorders. Control Center Server - REQUIRED: Provide credentials for a Windows account that is member of the Administrators group on all Spector 360 computers. Primary Server - Manages licensing for recorded computers. Web Filter Server - Manages web site filtering, when it is enabled. Data Vault - Retrieves recorded activity from computers to store in the Database, and sends Screen Snapshots and Attachments to the specified file storage location. Configure components for installation. Components are listed in the left column. Select a component on the left to change settings on the right. You will be able to upgrade multiple Data Vault and Web Filter Servers, if necessary. General - Change the default installation location, if desired. If necessary, change the name of the Local System account. Install components When you click Next, a message appears if the account or SA password is not properly provided. If a path does not exist, you are prompted to create it. The installation begins. You may be prompted to stop existing Servers in order to allow the installation. All Servers will automatically start when the new installation is finished. When the upgrade of server components is complete, you will be required to Register and Unlock the Installation SpectorSoft Corporation, All rights reserved. 28

29 Upgrade, Migrate, Uninstall Install separately You may want to test the new version of Spector 360 before removing the old version. To do this, you'll need a second serial number. Set up a "test" installation 1. Contact SpectorSoft and request a temporary serial number. 2. Use a Quick Install to get started on a separate computer. Enter the new, temporary serial number for this "test" installation. You must register the test installation and unlock it in order to deploy a Recorder. 3. When the Setup is finished, install one or two test Recorders from the new Control Center and try the upgrade. 4. When you are finished testing, remove the test installation. When ready, install over the active installation 1. Use your "old" Control Center to stop the "old" Data Vault Service and perform a Full Backup of the "old" Database. Move the backup to a safe, non-default location. Revert to a Previous Version You can revert back to the previous version of Spector 360 if you are not comfortable with the new version, but you MUST restore the earlier, "old installation" backup you created before upgrading. A backup created by the newer version of Spector 360 will NOT work with an older version. To revert to the previous version: 1. Follow instructions in Uninstalling Spector 360 to remove all components of the new version. 2. Install the older version. Use your previous Install CD or download. You will need to re-register your serial number and obtain a new unlock code. 3. Restore the "old installation" Full Backup. After allowing some time, click Refresh to verify that data has been restored. 4. Reinstall the "old installation" Recorders, Dashboards, and Control Centers. You cannot restore a backup from a NEWER version of Spector 360 to an older version. 2. Next, either remove the old installation and re-install or install over the old installation. Use your fully licensed serial number. Note that if you uninstall the Database you must be able to restore your latest backup! 3. Be sure to Register and Unlock the new installation. Upgrade ALL Servers, Control Centers, Dashboards and Recorders on the network SpectorSoft Corporation, All rights reserved. 29

30 Upgrade, Migrate, Uninstall Upgrade Older Versions What is your current version? Select Help About from the Dashboard or Control Center menu to verify the version of Spector 360 you have currently installed. If you currently are running a pre-6.2 version of Spector 360, you will need to upgrade to version 7.0 before you will be able to restore your Spector 360 Database to the current version. Contact Technical Support: Refer to the Spector 360 Knowledge Base or contact SpectorSoft Technical Support for assistance in going through the process of upgrading first to version 7.0 and then to the latest version. Upgrading from Version 6.1 IMPORTANT: You will need free disk space equal to 3 times your current database size in order to upgrade a version 6.1 MSDE database to the MS SQL Server 2005 Express database. Database Backups prior to version will not properly restore in version 7.3 Please contact Technical Support before you begin! Database Management moves from the Dashboard to the Control Center as of version 7.0. Migrate from Spector CNE Migrate your Data Vault to the Database It is possible to migrate data from the Spector CNE Data Vault into the Spector 360 Database, if you have been using Spector CNE Version 4.3 or later. Spector 360 will require installation of its own network Server Components, registration of its own serial number, and installation of its own Client Recorder. Before making the change from CNE to 360, decide whether you want to install Spector 360 over your current Spector CNE installation or on a separate computer. If you are using Spector CNE 4.2 or earlier, you will not be able to import your data into the Spector 360 Databases. Install separately If you have a large Spector CNE installation, begin by installing Spector 360 on a separate computer and test it before migrating. Test Spector 360 on a few computers while continuing to run Spector CNE from another server. As you become comfortable with Spector 360, you can gradually move more computers from CNE to 360 recording. 1. Check the requirements. Make sure the server computer meets the initial requirements. 2. Install all Spector 360 components. Use the Setup program to install all components on the new computer. Register and unlock the installation. 3. Install one or two Spector 360 Recorders on computers. Use the Add Computer wizard that pops up after setup to Install the Recorder on "test" computer. You do not have to uninstall an existing Spector CNE client. Use the Spector 360 Dashboard to SpectorSoft Corporation, All rights reserved. 30