WebTrends 7 Installation and Configuration Guide

Transcription

1 WebTrends 7 Installation and Configuration Guide July 2004 Edition 2004 NetIQ Corporation

2 Disclaimer This document and the software described in this document are furnished under and are subject to the terms of a license agreement or a non-disclosure agreement. Except as expressly set forth in such license agreement or non-disclosure agreement, NetIQ Corporation provides this document and the software described in this document as is without warranty of any kind, either express or implied, including, but not limited to, the implied warranties of merchantability or fitness for a particular purpose. Some states do not allow disclaimers of express or implied warranties in certain transactions; therefore, this statement may not apply to you. This document and the software described in this document may not be lent, sold, or given away without the prior written permission of NetIQ Corporation, except as otherwise permitted by law. Except as expressly set forth in such license agreement or non-disclosure agreement, no part of this document or the software described in this document may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, electronic, mechanical, or otherwise, without the prior written consent of NetIQ Corporation. Some companies, names, and data in this document are used for illustration purposes and may not represent real companies, individuals, or data. This document could include technical inaccuracies or typographical errors. Changes are periodically made to the information herein. These changes may be incorporated in new editions of this document. NetIQ Corporation may make improvements in or changes to the software described in this document at any time NetIQ Corporation. All rights reserved. U.S. Government Restricted Rights: If the software and documentation are being acquired by or on behalf of the U.S. Government or by a U.S. Government prime contractor or subcontractor (at any tier), in accordance with 48 C.F.R (for Department of Defense (DOD) acquisitions) and 48 C.F.R and (for non-dod acquisitions), the government s rights in the software and documentation, including its rights to use, modify, reproduce, release, perform, display or disclose the software or documentation, will be subject in all respects to the commercial license rights and restrictions provided in the license agreement. Trademarks WebTrends is a registered trademark of NetIQ Corporation. Additional trademarks of NetIQ Corporation include: FastTrends, WebTrends SmartView, WebTrends Report Exporter, GeoTrends, WebTrends Express Viewer, WebTrends SmartSource Data Collector, WebTrends SmartReports, WebTrends On Demand, WebTrends Tech Tools, Log Analyzer, WebTrends Live, and WebTrends Reporting Center. Other brands and their products are trademarks or registered trademarks of their respective holders. ii WebTrends Installation and Configuration Guide

3 Support Sales and General Contact Information Service and Support Online Resources NetIQ Corporation 3553 N. First St. San Jose, CA Phone: Fax: Sales: Direct Technical Support: Americas: Asia Pacific, Australia, New Zealand: Europe, Middle East, Africa: +353 (0) support WebTrends Consulting and Training: services/analytics.asp Customer Resource Center. A portal to resources that can help you make the most of your on-line web initiatives. WebTrends Portland, Oregon 851 SW 6th Ave. Suite 700 Portland OR Phone: Fax: US Toll Free: info@webtrends.com Web: Knowledge Base. Answers to questions most commonly asked: iii

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5 Table of Contents Chapter 1 Introduction...11 How to Use This Guide Documentation Using Help...12 Providing Feedback...13 Additional Resources...13 Visual Cues in WebTrends Documentation...14 Chapter 2 Licensing Overview How WebTrends Software Is Licensed Licensing Modes...18 Working With License Keys...18 Checking the License Status...20 How WebTrends On Demand Is Licensed Checking the License Status...21 Checking Your Page View Balance...22 Chapter 3 Installing WebTrends: Basic Installation Overview Minimum System Requirements Preparing for a Basic Installation Installing WebTrends Software...30 v

6 Activating Your License Installing WebTrends Sample Data...33 Installing SmartSource Data Collector...34 Preparing to Install SDC Installing Apache-Based SDC on Windows Installing IIS-Based SDC for Windows Installing Apache-Based SDC on Linux or Unix Enabling SSL for SmartSource Data Collector...55 SSL for Apache-Based SDC SSL for IIS-Based SDC Uninstalling SmartSource Data Collector...61 Uninstalling SDC on Windows Uninstalling SDC on Linux or Unix Chapter 4 Installing WebTrends: Distributed Installation...67 Overview...67 Introduction...67 Distributed Architecture Planning a Distributed Installation...69 Understanding WebTrends Components Selecting a System Database Assessing Your Storage Needs Using the System Requirements Tool Preparing for a Distributed Installation...73 Preparing a MySQL Database Installation Preparing a Microsoft SQL Server Installation Setting Up Shares for Data Performing the Distributed Installation...74 Managing Your Distributed Installation...77 vi WebTrends Installation and Configuration Guide

7 Chapter 5 Modifying Your Installation Overview Migrating Manually Supported Migrations...80 Migration Components...80 Preparing for Migration...80 Performing the Migration...81 Adding Components Post-Installation Upgrading Apache Web Server Upgrading on Windows 2000/2003/XP...87 Upgrading on Red Hat Enterprise Linux Upgrading on Solaris 8/ Binary Compatibility...91 Chapter 6 WebTrends On Demand Accounts Signing Up for WebTrends On Demand Enterprise Signing Up WebTrends On Demand Professional Setting Up WebTrends On Demand Enterprise or Professional Logging in to WebTrends On Demand...97 Creating a Data Source...98 Creating a Profile Viewing Your Reports Using the Account Console: Enterprise and Professional Editions Working with User Settings vii

8 Changing Account Information Viewing Account History Creating an Account Setting Up WebTrends On Demand Small Business Signing Up for WebTrends On Demand Small Business Edition Logging in to Your Account Creating a Profile Viewing Your Reports Using the Account Console Small Business Edition Additional Concepts and Definitions Chapter 7 WebTrends User Accounts Overview Adding Users About Users View Only Permissions Chapter 8 Working with the Report Designer Report Templates Template Settings Applying Templates Report Dashboards Dashboard Settings General Tab Content Tab Report Options viii WebTrends Installation and Configuration Guide

9 Reports Report Templates Chapter 9 Express Viewer Introduction Express Viewer Restrictions Installation Instructions Configuration Instructions Uninstalling the Express Viewer Chapter 10 Profile Setup How Profiles Work Adding Profiles Launching the New Profile Wizard On Demand Only Launching the New Profile Wizard Software Only Editing Previous Settings Configuration File Reference Chapter 11 SDC Operations and Monitoring Operations Starting and Stopping SmartSource Data Collector Apache-Based SDC IIS-Based SDC SDC Audit Log Hit Count Tracking Monitoring Installation Monitoring ix

10 Log File Monitoring Hit Validation Log File Name Log File Rotation Logging Behavior Monitoring the Log File Chapter 12 Instrumenting Web Pages Overview SDC JavaScript Tags SDC JavaScript Tag Modifications SDC JavaScript Tag Placement Inserting the SDC JavaScript Tag SDC VBScript Tags SDC VBScript Tag Modifications SDC VBScript Tag Placement Using HTML <META> Tags Syntax Examples x WebTrends Installation and Configuration Guide

11 Chapter 1 Introduction How to Use This Guide You will find icons for each WebTrends edition throughout the documentation. If a feature or content section applies to your edition of WebTrends, you will find the appropriate icon at the beginning of the section. For example, if you are licensed to use the WebTrends On Demand Professional Edition, features and content areas applicable to you include this icon: If the content does not apply to your WebTrends edition, you see a not applicable version of your product icon: Important: Note that while your edition of WebTrends may include a feature, your ability to use it may be restricted by licensing or your WebTrends Administrator. If you do not have access to a feature that is included in your edition, please see your WebTrends Administrator. Table 1-1. Edition Icons This icon Represents this product: WebTrends Small Business Edition WebTrends Professional Edition WebTrends Enterprise Edition WebTrends On Demand Small Business Edition WebTrends On Demand Professional Edition Introduction 11

12 This icon Represents this product: WebTrends On Demand Enterprise Edition Documentation WebTrends includes a full library of Help and user manuals to help you install, configure, and use WebTrends to its full potential. For more information about Help, see Using Help on page 12. For more information about WebTrends manuals, see Additional Resources on page 13. Using Help WebTrends includes detailed Help to guide you through configuring and using WebTrends and WebTrends On Demand. Various information resources include: Admin Console Help If you are logged into WebTrends, open this by selecting Help from the left pane of the Admin Console, then Contents & Index from the right pane. Context-sensitive help is also available from most dialogs within the progam. Select Help from the upper right-hand corner of the dialog to open the pertinent help page. You can then select Show Navigational Controls to open the Table of Contents if you want to browse elsewhere in the help system. Desktop Help WebTrends users view reports, and descriptions of the elements of the reports, through the WebTrends Desktop. For help on navigating and working with the Desktop Viewer, select Help > Contents from the upper right corner of the Desktop. SmartView and Express Viewer These new WebTrends features each include a standalone help system. To open these Help systems from within each program, select the Help icon from the upper right corner of these panes. 12 WebTrends Installation and Configuration Guide

13 Note: For SmartView and Express Viewer installation instructions, see the appropriate chapters of the WebTrends User Guide. Glossary From the WebTrends Desktop, select Help > Glossary. A detailed WebTrends glossary opens in a new browser window. Providing Feedback Your comments are very important to us. Please take the time to let us know about your WebTrends experience by doing one of the following: From the Admin Console, select Help in the left pane, then Feedback from the right pane. From the WebTrends Desktop, select Help > Feedback from the upper right corner of the report. The Feedback page of the WebTrends Web site opens in a new browser window. There you can rate different aspects of our product and provide your comment. Additional Resources In addition to this Installation and Configuration Guide, there is additional documentation available to help you maximize the effectiveness of your company s WebTrends implementation. The other major documents for this release of WebTrends include: WebTrends User Guide This guide is intended to help non-administrators understand and use the WebTrends Desktop to view reports. This guide provides a brief overview of how WebTrends works, how to navigate the Desktop, Calendar, and Dashboards to access reports and interact with them to find the information you need. Note: Users who have no other permissions than View Reports automatically use the WebTrends Desktop (Report Viewer) instead of the Admin Console. While they can view the reports, they may not have access to any of the other controls. WebTrends recommends distributing the WebTrends User Guide to these WebTrends users as a introduction to navigating WebTrends reports and report data. Introduction 13

14 WebTrends Technical Reference Guide A technical reference for administrators who are responsible for maintaining the WebTrends software or service. WebTrends Implementation Guide A comprehensive guide for both administrators and non-administrators providing general information and best practices for a successful WebTrends implementation. Topics covered in this guide include how to collect web traffic data, how to get optimal performance with your web analysis, considerations to make when setting up your organization to run web analysis and how to configure WebTrends to give you the information you need. You can find these manuals in the Documentation directory on your WebTrends installation CD or download them prodtype=rcent&version=7.0&os=win32. Visual Cues in WebTrends Documentation The following table describes the typographic changes used in this and other guides to using WebTrends: This text Bold Title Case Represents The name of an icon or button (New), a text box (Base Time text box), or check box (Save User ID check box in the user interface). The name of a dialog box (Edit Connection dialog box), Lucinda Console Source code examples, program output, or anything typed by the user. in quotes The title of a chapter or section. 14 WebTrends Installation and Configuration Guide

15 Note: For more information about using the WebTrends edition logos to determine which features apply to the WebTrends edition you are using, see Table 1-1, Edition Icons, on page 11. Introduction 15

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17 Chapter 2 Licensing Overview In this chapter: How WebTrends Software Is Licensed How WebTrends On Demand Is Licensed on page 20 This section discusses how WebTrends and WebTrends On Demand are licensed, how product keys are activated in software editions, and where you can find status information for your license. How WebTrends Software Is Licensed WebTrends is licensed according to page views collected and by the number of Web servers on which you are reporting. Page views/period The number of page views WebTrends collects is determined by the edition you have licensed. For example, during a 12 month period, your edition of WebTrends may be licensed for up to 20 million page views. A page view in a licensing context is defined as a Web page rendered by a browser that WebTrends collects for analysis. Regardless whether WebTrends analyzes log files or SmartSource Data Collector (SDC) data generated by inserted Java Script tags on your Web pages, page views are counted from one data source or the other but not both. Licensing 17

18 If log files are being analyzed and the same log file is processed at a later date by a different profile or by the same profile, the page view is not counted again. Page views are counted prior to applying any customer filters. Although multiple frames on one Web page are counted as separate (multiple) page views, you can avoid this if you are using SDC by excluding the WebTrends JavaScript from the secondary frames. Web servers The scale of your web analysis is influenced by the number of web servers on which you are reporting. You are limited to reporting on the number of servers for which you are licensed. Licensing Modes WebTrends runs in two modes: a trial and a full mode. Trial Each edition of WebTrends is available as a 14-day fully functioning trial for evaluation purposes. Once this trial period expires, you can convert the product to full mode when WebTrends is purchased. A product license key enables WebTrends to run. Full WebTrends runs in full mode when the product license key is entered during the installation. If you by-passed this step during the installation, you may enter a license key when you launch WebTrends. Working With License Keys WebTrends requires a product license key to run. You may also have additional keys for reporting on multiple servers (server Add On keys), for product maintenance, and for server Add On maintenance. This section describes how to activate each of these keys and how to deactivate the product license. 18 WebTrends Installation and Configuration Guide

19 Activating Your Licensing Key During the installation process, you are prompted to enter a license key. If you skip this step during installation, you are prompted to activate the key when the product is launched. Enter the WebTrends license key in the dialog box. Note: You must have internet connectivity to activate a license key. Activating Add On Keys As your needs grow, you may enhance WebTrends by activating keys that provide the capability to report on more web servers. Additionally, as you renew product or Add On maintenance, you update WebTrends with those keys. To activate a license key: 1. From the Admin Console, select Licensing from the left pane. 2. Select the License Keys tab. 3. Click the Add New License Key button, and the Activate License Key dialog opens. 4. Type the new key in the Enter the License Key text box, and click the Activate button. The key appears in the License Keys list, and the status is updated in the General tab. Deactivating Your License Key Should you need to move the WebTrends license key from one system to another, you may do so through the Licensing dialog boxes. To deactivate a key: 1. From the Admin Console, select Licensing from the left pane. 2. Select the License Keys tab. 3. Select the WebTrends license key (the first key listed). 4. Click the Delete icon. WebTrends no longer runs until a key is activated on this or another WebTrends system. Licensing 19

20 Checking the License Status The Licensing dialog boxes accessible from the Admin Console allow you to view the status of your WebTrends license. To access the Licensing dialogs: 1. From the Admin Console, select Licensing in the left pane. 2. Select the General tab. The Current Statistics section allows you to: Check maintenance status View whether the product maintenance is up to date in the Maintenance field. When you renew maintenance, add the new key in the License Keys tab. Check page view status and limits View the number of page views collected in the Current column. View the maximum number of page views that can be collected in the Limit column. Check web server status and limits View the number of web servers reported on in the Current column. View the total number that you may report on in the Limit column. If an additional server Add On key is acquired, enter the key in the License Keys tab. How WebTrends On Demand Is Licensed WebTrends On Demand is licensed by page views collected, number and type of profiles, number of custom reports, and volume of reports exported. Page views/period The number of page views WebTrends collects is determined by the edition of WebTrends On Demand you have licensed. For example, during a 1 year period, your edition of WebTrends may be licensed for up to 10 million page views. A page view in a licensing context is defined as a Web page rendered by a browser that has been collected for analysis by WebTrends. 20 WebTrends Installation and Configuration Guide

21 If WebTrends analyzes data that is processed again at a later date by a different profile or by the same profile, the page view is not counted again. Page views are counted prior to applying any customer filters. You can avoid multiple frames on one Web page being counted as separate page views by excluding the WebTrends JavaScript from the secondary frames. Profiles The number of profiles is determined by the edition of WebTrends On Demand. Your total number of profiles available can be distributed to your child accounts (the sub accounts within your main license). Custom reports WebTrends On Demand includes a set of pre-loaded custom reports that can be used with each profile. The edition of WebTrends On Demand that you are licensed for determines the total number of custom reports that can be distributed to your child accounts (those sub accounts with your main WebTrends account). Report exports Your edition of WebTrends On Demand determines the number of report exports that you can use each month. Once that limit is reached, you can purchase additional report exports. Checking the License Status The Edit Account dialog box in the Account Console allows you to view the status of your WebTrends On Demand license. To access the Edit Account dialog box: 1. From the Account Console, select Edit Account in the left pane. Within this dialog box you can: Check profile status & limits Number of Allowed Profiles shows the number of profiles currently used, the balance available, and the total number that can be used for your account (including child accounts). Check child account status & limits (Not applicable to WebTrends Small Business or WebTrends On Demand Small Business.) Licensing 21

22 Number of Allowed Child Accounts shows the number of child (subordinate) accounts currently used, the balance available, and the total number that can be used. The total number of profiles and custom reports available for the main account can be distributed to your child accounts. Check custom report status & limits Number of Allowed Custom Reports shows the number of custom reports currently used, the balance left to be used, and the total number allowed for your account. The custom reports that come pre-loaded are not included in the status details either in the total number available or the number currently used. Checking Your Page View Balance The Account Usage dialog box in the Account Console provides a status of your page views. To access the Account Usage Summary dialog box: From the Account Console, select Account Usage> Summary in the left pane. Use this dialog to view: Page views collected so far during the current month Page views collected for the calendar year to date Pages views collected during the life of your account. 22 WebTrends Installation and Configuration Guide

23 Chapter 3 Installing WebTrends: Basic Installation Overview In this chapter: Installing WebTrends Software on page 30 (including the optional GeoTrends data file) Installing WebTrends Sample Data on page 33 Installing SmartSource Data Collector on page 34 This chapter provides procedures for a basic installation of WebTrends Software. For information about custom or distributed installation, see Installing WebTrends: Distributed Installation on page 67. Minimum System Requirements WebTrends is a Windows-based product with the exception of SmartSource Data Collector (SDC) which also supports Linux and Solaris. Below are the system requirements for each edition including SDC and GeoTrends. Installing WebTrends: Basic Installation 23

24 Hardware Software Sizing Considerations WebTrends Small Business --2.0GHz or higher processor --1 GB of RAM --50 GB of free hard disk space (7200 RPM IDE) --10/100 Mbps network interface card Supported Operating Systems --Windows 2000 with Service Pack 3 or higher --Windows XP with Service Pack 1 or higher --Windows 2003 Supported Browsers Microsoft Internet Explorer v5.5 or higher Requirements are based on 5 profiles and 2 concurrent users. --To process more than 100,000 page views a day, add 1024 MB of RAM. --To run GeoTrends on the same computer as WebTrends v7.0, add 1024 MB of RAM. Note: If you want to convert WebTrends reports to Microsoft Word or Excel format or use WebTrends SmartReports for Microsoft Excel, WebTrends also requires Office 2000 or higher and the Sun Java Runtime Environment v1.3.1_11. --To run GeoTrends and process more than 100,000 page views a day, add 2048 MB of RAM. 24 WebTrends Installation and Configuration Guide

25 Hardware Software Sizing Considerations WebTrends Professional GHz or higher processor --1 GB of RAM --70 GB of free hard disk space (7200 RPM IDE) --10/100 Mbps network interface card Supported Operating Systems --Windows 2000 with Service Pack 3 or higher --Windows XP with Service Pack 1 or higher --Windows 2003 Supported Browsers Microsoft Internet Explorer v5.5 or higher Note: If you want to convert WebTrends reports to Microsoft Word or Excel format or use WebTrends SmartReports for Microsoft Excel, WebTrends also requires Office 2000 or higher and the Sun Java Runtime Environment v1.3.1_11. Requirements are based on 10 profiles and 5 concurrent users. --To process more than 100,000 page views a day, add 1024 MB of RAM. --To run GeoTrends on the same computer as WebTrends v7.0 add 1024 MB of RAM. --To run GeoTrends and process more than 100,000 page views a day, add 2048 MB of RAM. Installing WebTrends: Basic Installation 25

26 Hardware Software Sizing Considerations WebTrends Enterprise At least two computers with the following requirements: --Dual 2.8 GHz or higher processors GB of free hard disk space (15,000 RPM SCSI) --10/100/1000 Mbps network interface card Supported Operating Systems --Windows 2000 with Service Pack 3 or higher --Windows XP with Service Pack 1 or higher --Windows 2003 Supported Browsers Microsoft Internet Explorer v5.5 or higher Note: If you want to convert WebTrends reports to Microsoft Word or Excel format or use WebTrends SmartReports for Microsoft Excel, WebTrends also requires Office 2000 or higher and the Sun Java Runtime Environment v1.3.1_11. Requirements are based on 50 profiles and 10 concurrent users. You can scale WebTrends Enterprise in many different ways. Contact Professional Services for a solution that best meets your needs. --To process more than 100,000 page views a day, add 1024 MB of RAM. --To run GeoTrends on the same computer as WebTrends v7.0, add 1024 MB of RAM. --To run GeoTrends and process more than 100,000 page views a day, add 2048 MB of RAM. 26 WebTrends Installation and Configuration Guide

27 Hardware Software Sizing Considerations WebTrends Desktop (for viewing reports) 256 MB of RAM Supported Browsers Microsoft Internet Explorer v5.5 or higher with Sun Java Runtime Environment v1.3.1_11. The correct version of the Java Runtime Environment is installed with WebTrends. Note: If you want to convert WebTrends reports to Microsoft Word or Excel format or use WebTrends SmartReports for Microsoft Excel, WebTrends also requires Office 2000 or higher. Large environments require multiple computers. To improve performance, increase the RAM. Use SCSI RAID 10 (also known as RAID 0+1) for the best disk performance. Installing WebTrends: Basic Installation 27

28 Hardware Software Sizing Considerations SmartSource Data Collector (SDC) --Windows/Linux: 1.0GHz or higher processor --Solaris: Dual 400 MHz or higher UltraSparc-II processors --1GB of RAM --Enough disk space to store the expected contents of your log files (7200 RPM IDE) --10/100 Mbps network interface card Supported Operating Systems --Windows 2000 with Service Pack 3 or higher --Windows XP with Service Pack 1 or higher --Windows 2003, or: Solaris 2.8 and Red Hat Enterprise Linux AS (Advanced Server) or ES (Enterprise Server) v3.0 Supported Browsers Microsoft Internet Explorer v5.5 or higher Supported Web Servers --Apache Web Server v Microsoft Internet Information Server v5.0 or v6.0 For SDC processing more than 100,000 daily page views, we recommend the following hardware upgrades: --Dual 2.0GHz or higher processors --2 GB of RAM --Enough disk space to store the expected contents of your log files (15,000 RPM SCSI) --10/100 Mbps network interface card For larger sites, you may need to increase the number of processors, the speed of the processors, the amount of memory, and the network bandwidth of the SDC host. You can also scale the SDC by employing one of various load-balancing techniques. Contact Professional Services for a solution that best meets your needs. 28 WebTrends Installation and Configuration Guide

29 Hardware Software Sizing Considerations GeoTrends GHz or higher processor --1GB of RAM --30 GB of free hard disk space (7200 RPM IDE) --10/100 Mbps network interface card Supported Operating Systems --Windows 2000 with Service Pack 3 or higher --Windows XP with Service Pack 1 or higher --Windows 2003 For GeoTrends processing more than 100,000 daily page views, we recommend the following hardware upgrades: --Dual 2.0GHz or higher processors --2GB of RAM --30GB of free hard disk space (15,000 RPM SCSI) --10/100 Mbps network interface To run GeoTrends on the same computer as WebTrends v7.0, add 1024 MB of RAM. Preparing for a Basic Installation Before installing WebTrends, complete the following checklist: Review the system, browser, and screen resolution requirements in Minimum System Requirements on page 23 to ensure optimum performance of WebTrends. Collect any valid license keys for the product, Add-On licenses, or subscriptions. You can then choose from the following installation paths to install WebTrends, including the SmartSource Data Collector (SDC) and GeoTrends: Installing WebTrends Software on page 30 (this includes GeoTrends) Installing WebTrends Sample Data on page 33 Installing SmartSource Data Collector on page 34 Installing WebTrends: Basic Installation 29

30 Installing Apache-Based SDC on Linux or Unix on page 42 Enabling SSL for SmartSource Data Collector on page 55 Installing WebTrends Software This section covers a typical installation of WebTrends (and the optional GeoTrends component) for WebTrends Small Business and WebTrends Professional. For more information about installing SmartSource Data Collector (SDC), see page 34. For more information about installing the optional WebTrends samples, see page 33. For more information about performing a custom installation, see Installing WebTrends: Distributed Installation on page 67. To install WebTrends software: 1. Insert the WebTrends software CD-ROM into your CD-ROM drive. If your system is set up to use auto-run, the setup program is automatically launched. If not, choose Run from the File or Start menus and type: X:\setup where X is the drive letter of your CD-ROM drive. 2. The installation wizard launches. Click Next to continue. 3. Before the WebTrends program files are copied to your system, you must accept the Software License Agreement. If you agree to the stated terms, select the I Accept the terms in the license agreement option, and click Next. Otherwise, click Cancel to exit the setup program without installing the software. 4. The Add Licenses dialog box opens. Enter your valid license key here to continue. (See your WebTrends administrator if you do not have a valid license key.) Note: You must have internet connectivity to activate a license key. 5. The Select Install Type dialog box opens with the Typical option selected. This dialog box does not apply to WebTrends Small Business. Note: For information about custom installation, see Installing WebTrends: Distributed Installation on page WebTrends Installation and Configuration Guide

31 6. The Destination Folder dialog box opens. The default installation folder is X:\Program Files\WebTrends where X is the hard drive you are installing to. Do one of the following: Click OK to accept the default installation folder. If you want to install to a different directory, click Change and browse to your preferred location. Click OK twice to save the new location and continue. 7. Select which WebTrends application you want to install: WebTrends core application GeoTrends SmartSource Data Collector 8. If you select GeoTrends, you are prompted to do one of the following: Click Download to download the latest available version of the GeoTrends data file from the WebTrends Web site. Save the file to a location accessible by the WebTrends computer. Locate the geotrends.dat file on the WebTrends CD-ROM. Click Next. 9. The System Database Initialization dialog box opens showing the host, port number, and administrator information. Enter and confirm your password, and click Next. Note: In this dialog box, you are specifying the password for the database, not your log in password for the WebTrends User Interface. If this is a subsequent WebTrends installation, only the information used during the first installation is valid. See your WebTrends administrator if you have questions. 10.The Specify Storage locations dialog box opens where you can: Specify the location for storing analysis data in the Analysis Data Repository text box. Specify the location for storing report data in the Report Data Repository text box. Specify the location for WebTrends configuration data in the Configuration Repository text box. Specify the location for your backup data in the Backup Repository text box. Installing WebTrends: Basic Installation 31

32 Each path must be accessible by the WebTrends computer. If you are installing WebTrends Enterprise and you add additional computers to your installation later, those computers will need access to these shared locations. For more information about subsequent installations, see Managing Your Distributed Installation on page 77. Make any changes needed to the locations; otherwise, click Next to accept the default locations and continue. 11.You are prompted to return to previous dialog boxes if you need to edit your installation choices. If you do not need to make any changes, click Install. 12.The WebTrends program files are installed to your machine. 13.Depending on your component selection in step 7, one of the following then occurs: If you have only chosen to install WebTrends and the optional GeoTrends data file, you are notified that the installation is complete. You are prompted to view and read the release notes. Click Finish to close the Installation program. If you selected SmartSource Data Collector in step 7, you need to complete additional installation steps. See Installing SmartSource Data Collector on page 34 for that information. 14.If a previously installed version of WebTrends v6.x is detected, you are asked if you would like to migrate the configuration data from your previous installation to your new installation. Click Yes if you want to migrate data from your previous installation to WebTrends v7.0. Click No if you want to complete the installation without migrating data. You can manually migrate data later. Refer to Migrating Manually on page 79 for details. Activating Your License When you first launch WebTrends, if you did not provide a valid license key during installation, you have to provide a valid license key, legacy serial numbers, or Add-On keys in order to register the product. After WebTrends accepts the license key, the Login window opens. You can then provide your WebTrends user name and password to log into WebTrends. (If you do not have this information, please see your WebTrends administrator.) 32 WebTrends Installation and Configuration Guide

33 Installing WebTrends Sample Data You can install WebTrends sample data from either the WebTrends CD-ROM or the WebTrends Web site. To install a sample from the WebTrends CD: 1. Locate the sample you want to install on the WebTrends CD-TOM. Choose from: ZedescoODDBSample.exe ZedescoWithLogsSample.exe StreamingMediaSample.exe 2. Double-click Sample.exe, or select Run from the Windows Start menu to launch the installation wizard. Click Next. 3. The License Agreement dialog box opens. If you accept the terms of the license agreement, select I acccept the terms of the license agreement, and click Next. You cannot install the samples without doing so. 4. The Custom Setup dialog box opens. Select the samples you want to install, and click Next. If you are unfamiliar with this type of installation program, click Help for details on the different selection options you can choose from. If you are unclear how much storage space you have available, click Space. The installation program lists the available data space and requirement for each volume you have access to. (You can click through the columns to sort this data.) When you are finished reviewing this information, click OK. 5. Click Back if you want to review or change any of your installation choices before the installation begins. Otherwise, click Install. 6. You are notified when the installation is complete. Click Finish to close the wizard. To install sample data from the WebTrends Web site: 1. Enter the following URL in your Web browser to access the Accessories page of the WebTrends Web site: ptw.aspx?action=10&prodtype=wrc&version= From the Accessories page, select Sample Downloads. Installing WebTrends: Basic Installation 33

34 3. Select the Sample that you want to download and save the file to your computer. 4. Go to the location where you saved the sample, and run the sample executable. The sample data is installed in the program. Installing SmartSource Data Collector You can install SmartSource Data Collector (SDC) on Linux/Unix platforms (see page 42) or on Windows platforms (see Installing Apache-Based SDC on Windows on page 35 and Installing IIS-Based SDC for Windows on page 40). Preparing to Install SDC Before installing SDC, review this section for special considerations. If you are installing WebTrends SmartSource Data Collector (SDC) on Apache, and you have a version of Apache earlier than v installed on the WebTrends system, you must remove it before installing SDC. When you install SDC, a later version of Apache is installed. For information about removing an existing version of Apache, see Uninstalling SDC on Windows on page 61. You must remove any pre-existing SDC installation before installing this version. For information about removing SDC, see Uninstalling Windows Apache-Based SDC on page 62. Network Considerations SDC is a specialized web server. It receives HTTP requests from web clients, processes the requests, and appropriately responds to the web clients. The connections established between the clients and the server use TCP/IP. To make the required connection, the web server must be listening on a predetermined port associated with a known IP address. The client must have knowledge of the IP address and connectivity to the web server. Before installing SDC, consider the various issues related to the configuration of your network that enable the TCP/IP communication between the web server and web clients. Most importantly, keep in mind that the SDC server is a web server that must be available for web clients to make HTTP requests. 34 WebTrends Installation and Configuration Guide

35 Security Considerations Since external clients make requests to the SDC server, carefully consider the security of your server before installing SDC. The SDC server is a specialized web server, but the security issues related to the SDC server are common to the security issues of standard web servers. Many types of threats are related to web server operations: Unauthorized access to confidential data Data corruption Web site disruption Denial of Service (DOS) and other types of attacks One approach to a secure configuration of the SDC server is to start with a deny all model. This approach begins with all services disabled, and enables only those services necessary for the operation of the SDC server. Specifically, do not enable services (daemons) such at telnet, mail, and finger. For the SDC server, the only TCP/IP link to the Internet required is port 80. (Port 443 is required if you use secure connections via SSL.) Firewalls are often used to protect web servers and/or internal corporate networks. You can select from many types of firewalls and numerous ways to configure them and their corresponding networks. To use a firewall (which can be composed of routers, network segments, and host computers), you need to determine the location of your SDC server relative to the firewall in your network. You can put the SDC server outside or inside of the firewall. If you place the web server outside of the firewall, it will be more susceptible to malicious attacks. However, in the event of a break-in, the attacker will have breached only the boundaries of the SDC server and not the entire corporate network. The details about the types of security breaches and the methods for preventing these attacks are beyond the scope of this document. However, it is highly recommended that you address the security concerns before exposing the SDC server to external users. Installing Apache-Based SDC on Windows This section describes how to install an Apache-based SmartSource Data Collector (SDC) on Windows 2000/2003/XP platforms. For information about IIS-based SDC, see page 40. Installing WebTrends: Basic Installation 35

36 Uninstalling Previous Versions If a version of Apache earlier than v is installed, remove it before installing SDC. If you are installing an SDC upgrade, you must remove any pre-existing SDC. See Uninstalling SDC on Windows on page 61 and Uninstalling Windows Apache-Based SDC on page 62. Installing Apache Web Server and SDC If you select SmartSource Data Collector during step 7 of your WebTrends installation (page 31), an Installation wizard for SmartSource Data Collector opens after the WebTrends core component installation is complete. To install theapache web server and SDC: 1. After the main WebTrends installation has completed, the SmartSource Data Collector Installation wizard launches. Click Next to continue. 2. Review the NetIQ SmartSource Data Collector License Agreement. If you agree to the terms of the Agreement, select I accept the terms in the license agreement and then click Next. Otherwise, click Cancel to exit the installation. 3. Select the destination folder. To accept the default destination folder, click Next. Or To specify a location other than the default destination folder, click Change. - The Change Current Destination Folder dialog box opens. - Browse to the location you want or type the location in the Folder name text box. Click OK. Then - In the Destination Folder dialog box, click Next. The Ready to Install the Program dialog box opens. 4. Click Install to begin the installation. An Installing WebTrends SmartSource Data Collector dialog box opens and begins the installation process. 36 WebTrends Installation and Configuration Guide

37 A Server Type dialog box opens 5. Select Apache as your web server and click Next. 6. A pop-up message opens: This product requires the use of Apache Web Server Would you like to install it now? Note: To insure ease of use and full SDC functionality, it is recommended that you uninstall and then re-install the Apache web server. If you want to install the Apache web server, click Yes. Go to step 7. If you already have the same version of Apache that is on this CD installed on your computer, click No and skip the Apache portion of the install. Go to step The Apache httpd server installation wizard Welcome page opens. Click Next. 8. Review the Apache Software License Agreement. If you agree to the terms of the Agreement, select I accept the terms in the license agreement, then click Next. Or If you do not accept the terms of the Agreement, click Cancel to exit the installation. 9. Review the Read This First message and click Next. 10.The Server Information dialog box opens. Enter the Server Information and select the Startup Option: Network domain The network domain is the domain that the SDC server operates. Server name The server name is your host name or IP address. The server name you enter is used to modify the httpd.conf file. Installing WebTrends: Basic Installation 37

38 The following is a description of the ServerName directive found in the httpd.conf file. Review these comments from the httpd.conf file before you enter your server name. # ServerName allows you to set a host name which is # sent back to clients for your server if it's # different than the one the program would get i.e. use # "www" instead of the host's real name). # # Note: You cannot just invent host names and hope they # work. The name you define here must be a valid DNS # name for your host. If you don't understand this, ask # your network administrator. # # If your host doesn't have a registered DNS name, # enter its IP address here. You will have to access it # by its address (e.g., /) anyway, # and this will make redirections work in a sensible # way. # # is the TCP/IP local loop-back address, # often named localhost. Your machine always knows # itself by this address. If you use Apache strictly # for local testing and development, you may use # as the server name. Administrator s address The Administrator s Address is the address where problems with the server are to be sent. Select one of the following to install Apache HTTP Server 2.0 programs and shortcuts For All Users, on Port 80, as a Service Recommended. (This default setting automatically issues commands to start Apache each time that you want to use it.) Or Only for the Current User, on Port 8080, when started manually. (This means that you must issue commands to start Apache each time that you want to use it.) Then Click Next. The Setup Type dialog opens. 38 WebTrends Installation and Configuration Guide

39 11.Select the type of installation: To install all of the Apache software on your hard drive, select Typical and click Next. The Destination Folder dialog opens. Go to step 12. Or To install only one or more features, select Custom and click Next. The Custom Setup dialog opens. Go to step The Destination Folder lets you accept a default location for the Apache folder or specify another location. To accept the current destination folder, click Next. The Ready to Install dialog box opens. Go to step 14. Or Click Change to specify a different destination folder. The Change Current Destination Folder dialog box opens. Browse to the new folder or type the folder name in the Folder name text box. Click OK. Then in the Destination Folder dialog box, click Next. The Ready to Install dialog box opens. Go to step To set up your custom installation, select the Apache components to install by clicking on the icons in the component tree and choosing a component installation option. Click Space to see a list of your drives, drive sizes, available space for each drive, and the required space for the selected features. Select the destination folder. - Accept the current destination folder and click Next. Or - Click Change to specify a different destination folder. The Change Current Destination Folder dialog box opens. Browse to the new folder or type the folder name in the Folder name text box. Click OK and then in the Custom Setup dialog box, click Next. The Ready to Install dialog box opens. Installing WebTrends: Basic Installation 39

40 14.Click Install. The Apache program begins to install. Note: If a web server or another application is already running on port 80 or another port that you specified for SDC, then you will receive an error message that states: Only one usage of each socket address <protocol/network address/port> is normally permitted. : make_sock: could not bind to address :80 no listening sockets available, shutting down. Unable to open logs. Open your management console (On your desktop right-click My Computer icon > Manage > Services and Applications > Internet Information Services) and stop the server or application that is running on port The Installation Wizard Completed dialog box opens, indicating that Apache is installed. Click Finish. 16.To complete the SDC configuration, your web server must be stopped and restarted. Click Yes to do so at this time. Click No to postpone this step and the configuration. 17.Click Finish. The SDC installation is complete. Installing IIS-Based SDC for Windows Uninstalling Previous Version Before installing an IIS-based SDC upgrade, you must remove any previous version. See Uninstall Windows IIS-Based SDC on page 62. Installing IIS-Based SDC You must install a supported version of IIS before installing the IIS-based SDC software. Minimum System Requirements on page 23 for more information on compatible versions of IIS software. To install IIS-based SDC: 1. Insert the WebTrends CD-ROM into your CD-ROM drive. If your system is set up to use auto-run, the setup program is automatically launched. 40 WebTrends Installation and Configuration Guide

41 If not, click Start > Run to open the Run dialog box, and type d:\setup where d: is the letter of your CD-ROM drive. 2. Review the contents of the InstallShield Wizard Welcome dialog box and click Next to open the License Agreement dialog box. 3. Review the NetIQ SmartSource Data Collector License Agreement. If you agree to the terms of the Agreement, select I accept the terms in the license agreement and then click Next. Otherwise, click Cancel to exit the installation. Note: Click Cancel at any time to exit the installation. 4. Select the destination folder. To accept the default destination folder, click Next. Or To specify a location other than the default destination folder, click Change. - The Change Current Destination Folder opens. - Browse to the location you want or type the location in the Folder name text box. Click OK. Then - In the Destination Folder dialog box, click Next. The Read to Install the Program dialog box opens. 5. Click Install to begin the installation. An Installing WebTrends SmartSource Data Collector dialog box opens and begins the installation process. The Server Type dialog box opens. 6. Select Internet Information Server (IIS) and click Next. The InstallShield Wizard Completed dialog box opens. 7. Click Finish. The SDC installation is complete. Installing WebTrends: Basic Installation 41

42 Starting SDC The installation program creates a fully configured web site named SmartSource Data Collector. For more information on server configuration and the dcs.cfg file, see SDC Configuration Reference in the WebTrends Technical Reference Guide. You can restart IIS to activate SDC by entering the following commands at a command prompt: net stop iisadmin /y net start w3svc The SDC server is now configured and listening for instrumented hits on Port 80. For information about enabling secure communication from web clients to SDC using the Secure Sockets Layer protocol, see Secure Socket Layer (SSL) in the WebTrends Technical Reference Guide. Installing Apache-Based SDC on Linux or Unix This section describes installing the SmartSource Data Collector on the Linux platform (Red Hat Enterprise Linux only) or Unix platform (Solaris). Uninstalling Previous Versions Before installing the Apache web server shipped with SDC, remove any previous installation of the Apache web server. See Uninstall Apache on Linux on page 63 and Uninstall Apache on Unix on page 64. Before installing an Apache-based SDC upgrade you must remove any previous version. See Uninstall Unix Apache-Based SDC (Solaris only) on page 64. Installing Apache and SDC To install Apache-based SDC: 1. Switch user to root. su root 42 WebTrends Installation and Configuration Guide

43 2. Make a temporary directory. mkdir <tempdirectoryname> 3. Change to the temporary directory. cd <tempdirectoryname> 4. Copy the SDC distribution source to the temporary directory. Linux cp <source path>/sdc linux.i586.tar.gz. Unix cp <source path>/sdc-solaris.sparc.tar.gz. 5. Uncompress the source. Linux tar -zxvf sdc linux.i586.tar.gz Unix gzip -cd sdc-solaris.sparc.tar.gz tar xvf - 6. Change to the directory containing the SDC software. cd sdc-version number 7. Run installation script../install.sdc 8. The Welcome Panel introduces the installation. Note: The installation script prompts for all necessary information. Press Ctrl-C at any time to interrupt the installation script. At each script prompt, default values are enclosed in square brackets. Press Enter to accept default values or type an alternate value and press Enter. For prompts requiring a Yes or No response, the default value is capitalized in square brackets. For example, [Yn] is a yes default and [yn] is a no default. Press Enter to accept the default, or type an n or a y, and press Enter. For questions requiring a numeric response, type the number followed by Enter. The default value is enclosed in square brackets. For example, [2] means menu item 2 is the default. Press Enter to accept default values or type an alternate value and press Enter. Press Enter to view the WebTrends license agreement. Installing WebTrends: Basic Installation 43

44 9. Read the license agreement carefully. Press the SpaceBar to scroll the agreement. Type q to finish viewing the agreement. 10.To accept the agreement, type accept and press Enter. Any other response implies non-acceptance of the agreement and cancels the installation. 11.Specify the installation directory. Press Enter to accept the default directory (/usr/local/webtrends/sdc). Or Type the directory where SDC should be installed and press Enter. 12.Confirm the directory. Press Enter to confirm the directory. Or Type n followed by Enter to change it. 13.Next, you are prompted for your license key. Immediately following the colon prompt, type the license key. Press Enter. 14.Confirm the license key. Press Enter to confirm the license key. Or Type n followed by Enter to change it. If you have more than one license key, repeat the previous two steps for each license key. You can add more license keys later by running wtlicman from the command line. 44 WebTrends Installation and Configuration Guide

45 15.End license key input by pressing Enter at the colon prompt. Important: At this point, if you do not have a valid internet connection, you will receive a Manual Activation Text, which you must send to NetIQ s licensing servers. You can continue to install the SDC software, but before you can use it you will be instructed to follow the steps listed in <SDC_installation_directory>/bin/manual_activation.txt. These steps describe how to manually license the product. 16.Press Enter again to advance to the next prompt. 17.(Solaris only) Specify the web server that you are using by typing the number corresponding to Apache, followed by Enter. Configuring the Apache-Based Cookie Server Complete the following steps: 1. Enable the SDC-based cookie server? Press Enter (recommended) to accept the Yes default. Or Type n followed by Enter and go to Configuring the Apache-Based Log File on page 48. The enabled setting in the SDC configuration file is set to true or false based on your response to this prompt. 2. If you have a previous version of a WebTrends cookie plug-in AND are installing SDC on the same domain, you may continue to use the same cookie name and format. (This is not a likely scenario.) To use an existing WebTrends cookie, type y and press Enter. To accept the default and create a new cookie, press Enter. If you chose to use an existing WebTrends cookie, the cookieversion setting in the SDC configuration file is set to 1; otherwise it is set to 2 (which enables cookie validation). 3. Enter the cookie name. Press Enter to accept the default name (WEBTRENDS_ID). Or Type a new or an existing name for the WebTrends cookie and press Enter. Installing WebTrends: Basic Installation 45

46 The value entered is assigned to the cookiename setting in the SDC configuration file. 4. Validate incoming cookies? Press Enter to accept the default (Yes). Or Type n followed by Enter. Go to 7. Validation checks to make sure that the cookie has not been tampered with by a web client. The validatecookie setting in the SDC configuration file is set to true or false based on your answer to this prompt. 5. Specify the cookie validation private key (Magic Code). Press Enter to accept the default Magic Code. Or Type an alternate Magic Code and press Enter. This setting is used as a private key when creating a message authentication check for the cookie values. It is recommended to create a Magic Code that consists of numbers and letters and is 6-10 bytes long. The value entered is assigned to the magiccode setting in the SDC configuration file. 6. Issue a new cookie when an invalid cookie is detected? Press Enter to accept the default (Yes). Or Type n followed by Enter. Reissuing cookies involves logging the existence of the invalid cookie in the SDC log file and adding a Set-Cookie header to the HTTP response. The reissuebadcookie setting in the SDC configuration file is set to true or false based on your response to this prompt. 7. Specify the type of cookie expiration by typing the corresponding number followed by Enter. The default is to generate cookies that expire after ten years. 46 WebTrends Installation and Configuration Guide

47 Expire after a given amount of time generates a cookie that expires at a specified period of time after the cookie is created. Specify the number of seconds after which the cookie is to expire and press Enter. Or press Enter to accept the default cookie expiration ( seconds = 10 years). The number entered is assigned to the expirationseconds setting in the SDC configuration file. Expire on a given date generates a cookie that expires on a certain date. Specify the date on which the cookie will expire and press Enter. Or press Enter to accept the default date (January 1, 2010). Enter the date using the MM-DD- YY format. The date entered is assigned to the expirationdate setting in the SDC configuration file. None generates session-only cookies that do not get saved to the client s disk. The expirationtype setting in the SDC configuration file is assigned to either seconds, date, or none based on your answer to this prompt. 8. Specify the path of the subset of URLs in a web site for which a cookie is valid. Press Enter to accept the default path (/). Or Type the path and press Enter. The path entered is assigned to the path setting in the SDC configuration file. 9. Transmit cookie over secure connections only? Press Enter to accept the default (No). Or Type y followed by Enter. The secure setting in the SDC configuration file is set to true or false based on your answer to this prompt. 10.Specify if web clients should send HTTP requests to a targeted domain. Press Enter to accept the default (blank domain). Installing WebTrends: Basic Installation 47

48 Blank domain uses the domain from which the client issued the request. This is almost always the desired result. Or Type the domain and press Enter. The domain entered is assigned to the domain setting in the SDC configuration file. 11.Enable first-time cookie detection? Press Enter to accept the default (Yes). Or Type n followed by Enter. The track first-time cookies setting in the SDC configuration file is set to true or false based on your answer to this prompt. Configuring the Apache-Based Log File Complete the following steps: 1. Specify a directory where SDC-enabled server should store log files. Press Enter to accept the default directory: /usr/local/webtrends/sdc/weblog. Or Type the directory and press Enter. The directory entered is used as part of the TransferLog directive in the Apache configuration file. 2. Specify the log rotation period. You can rotate log files daily, weekly, in a number of hours, or hourly. In addition, in the next step, you can rotate log files when they reach a certain size. See Log File Monitoring on page 179 for a discussion of log file rotation. Rotate by minutes specifies the number of minutes to elapse between a log file rotation. Press Enter to accept the default (30 minutes), or type a valid number and press Enter. (Accepted values are 1, 2, 3, 4, 5, 5, 10, 12, 15, 20, and 30). This setting is assigned to the minutesinterval setting in the SDC configuration file. Rotate by hours specifies the number of hours to elapse between log file rotation. 48 WebTrends Installation and Configuration Guide

49 - Press Enter to accept the default (1 hour). Or type a number (1, 2, 4, 6, 8, or 12) followed by Enter. - The specified number is assigned to the hoursinterval setting in the SDC configuration file. Rotate Daily is the default period. Press Enter to accept. Rotate weekly specifies the day of the week to start rotation. Press Enter to accept the default (Sunday). Or type the number corresponding to the day that you prefer and press Enter. The weekstart setting in the SDC configuration file is assigned to either Monday, Tuesday, Wednesday, Thursday, Friday, Saturday, or Sunday based on your response to this prompt. The rotationperiod setting in the SDC configuration file is assigned to daily, weekly, hourly, or minutes based on your response to this prompt. 3. Rotate log files when they reach a given size? Select one: Press Enter to accept the default (Yes). Specify the maximum log file size by typing a number (of Kbytes) and press Enter, or press Enter to accept the default (2,000,000 Kbytes). The number entered is assigned to the maxlogfilesize setting in the SDC configuration file. Or To not limit the size of log files, type n followed by Enter. The limitbysize setting in the SDC configuration file will be set to true or false based on your response to this prompt. 4. Rotate log files based on GMT? Press Enter to accept the default (local time). Or Type y followed by Enter. The gmtrotation setting in the SDC configuration file will be set to true or false based on your response to this prompt. 5. Specify a log file prefix. Press Enter to accept the default prefix (sdc). Installing WebTrends: Basic Installation 49

50 Or Type a log file prefix followed by Enter. The log file prefix entered is assigned to the logfileprefix setting in the SDC configuration file. 6. Log hits containing invalid cookies? Press Enter to accept the default (no invalid hit logging). Or Type y followed by Enter. The loginvalidhits setting in the SDC configuration file will be set to true or false based on your response to this prompt. 7. Issue a P3P (Policy for Privacy Preferences) header? Press Enter to accept the default (no P3P header). Or Type y followed by Enter. - Specify the P3P header in the event that none was received via the SDC tag. - Press Enter to Accept the Default, or type the P3P header and press Enter. - The P3P header entered is assigned to the p3p setting in the SDC configuration file. The issuep3p setting in the SDC configuration file will be set to true or false based on your response to this prompt. See P3P and SDC in the WebTrends Technical Reference Guide for more information related to P3P and how it impacts SDC. 8. Specify the default log elements to write to a log file. Press Enter to accept the default log elements as displayed. Or Enable or disable log elements: - Type the number corresponding to a log element followed by y (to enable) or n (to disable). - Press Enter when you are done. 50 WebTrends Installation and Configuration Guide

51 The settings in the logfields section will be set to true or false based on your response to this prompt. 9. Determine where to write errors and warning messages. Press Enter to accept the default (write to both the SDC Audit Log and Syslog). Type 1 and press Enter to write to the SDC Audit Log only. Type 2 and press Enter to write to syslog only. Go to 11. Your selection is assigned to the type setting in the SDC configuration file. 10.If you are writing errors and/or warnings to SDC Audit Log: Press Enter to accept the default (write both errors and warnings). Or Type 1 and press Enter to write errors only. Go to 12. Your selection is assigned to the debuglevel setting in the SDC configuration file. 11.If you are writing errors and/or warnings to syslog: Press Enter to accept the default (write errors only). Go to 15. Or Type 2 and press Enter to write both errors and warnings. Your selection is assigned to the system debuglevel setting in the SDC configuration file. 12.Limit the size of the SDC Audit Log? Press Enter to accept the default (No). That is, the Audit Log can grow unbounded. Go to 15. Or Type y and press Enter to limit the size. Your selection is assigned to the auditlimitbysize setting in the SDC configuration file. 13.Specify the maximum SDC Audit Log file size in Kbytes and press Enter or accept the default size. This entry is assigned to the auditmaxsize setting in the SDC configuration file. Installing WebTrends: Basic Installation 51

52 14.Specify the amount (in Kbytes) of the SDC Audit Log file to retain after truncation and press Enter or accept the default size. This entry is assigned to the audittrimsize setting in the SDC configuration file. 15.Accept or change the SDC configuration parameters as listed? Press Enter to accept the SDC configuration parameters. Or Type n followed by Enter to change the SDC configuration parameters. Configuring the Apache-Based Web Server (Solaris only) To configure the Web server: 1. Install the supported version of Apache? Press Enter (recommended) to accept the default (Yes). Or Type n followed by Enter. If you chose to not install Apache, go to Specify the installation directory for Apache. Press Enter to accept the default directory (/usr/local/apache). Or Type the directory and press Enter. 3. Confirm the Apache installation directory. Press Enter to confirm the directory. Or Type n followed by Enter to change it. 4. Press Enter to view the Apache license agreement. 5. Read the license agreement carefully. Press the SpaceBar to scroll the agreement. Type q to finish viewing the agreement. 6. To accept the agreement, type accept and press Enter. 52 WebTrends Installation and Configuration Guide

53 Any other response implies non-acceptance of the agreement and cancels the installation of Apache. 7. Specify the user name. Press Enter to accept the default user (nobody). Or Type a user name followed by Enter. The user entered is assigned to the User directive in the Apache configuration file. 8. Specify the group. Press Enter to accept the default group (nobody). Or Type the group followed by Enter. The group entered is assigned to the Group directive in the Apache configuration file. 9. Specify the address that the server uses to send error messages. Type the address and press Enter. Or Press Enter to accept the default (you@your.address). The address entered is assigned to the ServerAdmin directive in the Apache configuration file. 10.Specify the port number. Press Enter to accept the default port number. Or Type the port number followed by Enter. 11.Specify the server name. Press Enter to accept the default host name. Or Type the name of the server followed by Enter. Installing WebTrends: Basic Installation 53

54 The name entered is assigned to the ServerName directive in the Apache configuration file. The following is a description of the ServerName directive found in the httpd.conf file. # ServerName allows you to set a host name which is # sent back to clients for your server if it's # different than the one the program would get i.e. use # "www" instead of the host's real name). # # Note: You cannot just invent host names and hope they # work. The name you define here must be a valid DNS # name for your host. If you don't understand this, ask # your network administrator. # # If your host doesn't have a registered DNS name, # enter its IP address here. You will have to access it # by its address (e.g., /) anyway, # and this will make redirections work in a sensible # way. # # is the TCP/IP local loop-back address, # often named localhost. Your machine always knows # itself by this address. If you use Apache strictly #for local testing and development, you may use # as the server name. 12.Start automatically at boot time? Press Enter to accept the default and configure SDC so that it starts up automatically at boot time. This copies a start up script into the /etc/rc.d/init.d directory (Linux) or the /etc/init.d directory (Unix). Or Type n followed by Enter to start SDC manually. 13.Accept the Apache parameters? Press Enter to accept the Apache configuration parameters as listed. Or Type n followed by Enter to change one or more of the parameters. The installation script unpacks files, configures SDC, configures the web server, and starts the web server. The SDC server is configured and listening for instrumented hits on Port 80. Press Enter to advance to the next screen. 54 WebTrends Installation and Configuration Guide

55 14.Read the release notes? Press Enter if you want to read the SDC release notes. Or Type n followed by Enter to ignore them. If you want to enable secure communication from web clients to the SDC using the Secure Sockets Layer protocol, refer to the next section Enabling SSL for SmartSource Data Collector. Enabling SSL for SmartSource Data Collector Sensitive information is often transmitted between web clients and web servers. This information is typically protected by sending the data in an encrypted form and subsequently decrypting that data on the receiving side. The Secure Sockets Layer (SSL) protocol provides several features that enable secure transmission of web traffic. These features include data encryption, server authentication, and message integrity. As a specialized web server that seamlessly communicates with web clients, SmartSource Data Collector (SDC) receives hits from instrumented web pages. A web page is instrumented by deploying a SDC tag to it. SDC tags are JavaScript. The JavaScript tags generate inline image requests that are directed at the SDC. These requests contain information related to the original content-side hit. For more information about the tags, see Instrumenting Web Pages on page 183. If the original inline request generated by the JavaScript tag to the content web server uses HTTPS protocol, it may need to communicate with the SDC in a secure fashion. This maintains the privacy of the sensitive information and also prevents web browser warnings related to sending secure data over a non-secure connection. This section describes how to enable secure communication from web clients to the SDC using SSL. SSL for Apache-Based SDC SDC uses the Apache module mod_ssl to implement strong cryptography using the Secure Sockets Layer (SSL) and Transport Layer Security (TLS) protocols. This module relies on the OpenSSL toolkit to provide the cryptography engine. The following procedures describe how to configure and enable SSL with an SDC-enabled Apache web server. Installing WebTrends: Basic Installation 55

56 Additional information about mod_ssl can be found here: and here: Additional information about OpenSSL can be found here: Windows Support SSL support is not provided with Apache-based SDC on the Windows platform. Configuring for Linux It is assumed that you have successfully installed SDC and that you are currently logged in as root. It is also assumed that you have installed the following RedHat packages: httpd, mod_ssl, and openssl. The following steps are described in this section: Modify httpd.conf. Remove the invalid private key and signed certificate. Generate a private key. Generate a certificate signing request. Submit the certificate signing request to a Certificate Authority. Install the signed certificate. Test the installation. Modify httpd.conf 1. Use vi (or another text editor) to modify the Apache configuration file. vi /etc/httpd/conf/httpd.conf 56 WebTrends Installation and Configuration Guide

57 2. Add an Include directive for the mod_ssl configuration file. Search for Load config files, and add the following line (in bold print) to include the SSL configuration file: # # Load config files from the config directory "/etc/httpd/conf.d". # #Include conf.d/*.conf Include conf.d/ssl.conf 3. Save the file and exit the editor. Remove the invalid private key and signed certificate 4. If you installed your secure server from the RPM package provided by RedHat, a random key and test certificate are generated and put into the appropriate directories. Before you begin using your server, you must generate your own key, and obtain a signed certificate which correctly identifies your server. 5. Change directory to /etc/httpd/conf. 6. Remove the temporary key and certificate that were generated during the installation. rm ssl.key/server.key rm ssl.crt/server.crt Generate a private key The next steps will create the file that contains your private key. This file is named /etc/httpd/conf/ssl.key/server.key. 7. Change the directory to /usr/share/ssl/certs. 8. Generate a private key. make genkey 9. Enter a pass phrase. Re-type the pass phrase to verify that it is correct. Save this pass phrase in a secure location. You'll need it each time you start your secure server. Install the signed certificate. Test the installation. Generate a private key Use the following steps to create the file that contains your private key. This file is named <Apache_Install_Dir>/conf/ssl.key/server.key. Installing WebTrends: Basic Installation 57

58 1. Change directory to <SDC_Install_Dir>/util/webserver/apache. 2. Generate a private key. /usr/ccs/bin/make genkey 3. Enter a pass phrase. Re-type the pass phrase to verify that it is correct. Save this pass phrase in a secure location. You'll need it each time you start your secure server. Generate a certificate signing request The next steps will create a file that contains your certificate signing request. This file is named <Apache_Install_Dir>/conf/ssl.csr/server.csr. Once created, you will send this file to a Certificate Authority. 4. Change directory to <SDC_Install_Dir>/util/webserver/apache. 5. Generate a certificate. /usr/ccs/bin/make certreq 6. Enter the pass phrase you chose when you generated your key. 7. You are then asked for several pieces of information. The default answers appear in brackets [] immediately after each request for input. For example, You are about to be asked to enter information that will be incorporated into your certificate request. What you are about to enter is what is called a Distinguished Name or a DN. There are quite a few fields but you can leave some blank For some fields there will be a default value, If you enter '.', the field will be left blank Country Name (2 letter code) [AU]: US State or Province Name (full name) [Some-State]: Oregon Locality Name (eg, city) []: Portland Organization Name (eg, company) [Internet Widgits Pty Ltd]:NetIQ Organizational Unit Name (eg, section) []:Engineering Common Name (eg, YOUR name) []:admin Address []:admin@netiq.com Please enter the following 'extra' attributes to be sent with your certificate request A challenge password []: An optional company name []: 58 WebTrends Installation and Configuration Guide

59 Submit the certificate signing request to a Certificate Authority 8. Send the file <Apache_Install_Dir>/conf/ssl.csr/server.csr to a Certificate Authority for signing. Install the signed certificate 9. When you get a response (signed certificate) from the Certificate Authority, save the file they give you as <Apache_Install_Dir>/conf/ssl.crt/server.crt. If not present, create a directory for the signed certificate: mkdir <Apache_Install_Dir>/conf/ssl.crt Be sure to keep a backup of this file. Test the installation 10.Stop Apache. <Apache_Install_Dir>/bin/apachectl stop 11.Start secure Apache. <Apache_Install_Dir>/bin/apachectl startssl 12.Enter the pass phrase you chose when you generated your key. Ok: Pass Phrase Dialog successful. 13.Point your web browser to the following URL: If you are using a signed certificate from a well-known Certificate Authority, your browser automatically accepts the certificate (without prompting you for input) and creates the secure connection. Once your browser accepts the certificate, your secure server returns the GIF file. 14.Inspect the SDC-generated log file and verify that it contains the hit. By default, the log file resides in <DCS_Install_Dir>/weblog. Installing WebTrends: Basic Installation 59

60 Removing Pass Phrase Prompt at Startup The pass phrase prompt pops up at startup and every re-start because the private key inside your server.key file is stored in encrypted format for security reasons. The pass-phrase is needed to be able to read and parse this file. When you can be sure that your server is secure enough you perform the following steps: To remove prompt on Linux installations: 1. Change directory to /etc/httpd/conf/ssl.key. 2. Backup the server.key file. cp server.key server.key.orig 3. Remove encryption from the private key file. openssl rsa -in server.key.orig -out server.key Enter pass phrase for server.key.orig: 4. Enter the pass phrase you chose when you generated your key. writing RSA key To remove the prompt on Solaris installations: 1. Change directory to <Apache_Install_Dir>/conf/ssl.key. 2. Backup the server.key file. cp server.key server.key.orig 3. Remove encryption from the private key file. /usr/local/ssl/bin/openssl rsa -in server.key.orig -out server.key Enter pass phrase for server.key.orig: SSL for IIS-Based SDC For IIS-based SDC, SSL is provided by the IIS web server obtained from Microsoft. Refer to your IIS web server documentation for details on configuring and enabling SSL communication for IIS. 60 WebTrends Installation and Configuration Guide

61 Uninstalling SmartSource Data Collector This section describes the procedures for removing an installation of SmartSource Data Collector (SDC). If you are installing an upgrade of SDC, you must remove any previous installation of SDC before installing the upgrade. Find the instructions for: Uninstalling SDC on Windows on page 61 Uninstalling Windows Apache-Based SDC on page 62 Uninstall Windows IIS-Based SDC on page 62 Uninstalling SDC on Linux or Unix on page 63 Uninstall Apache on Linux on page 63 Uninstall Apache on Unix on page 64 Uninstall Unix Apache-Based SDC (Solaris only) on page 64 Uninstalling SDC on Windows This section describes how to uninstall SDC on Windows 2000/2003/XP. Uninstalling Apache on Windows Complete the following steps: 1. Stop Apache-based SDC. Open a DOS Command Prompt window. Start > Programs > Accessories > Command Prompt Type the following command: net stop apache 2. Open the Control Panel: Start > Settings > Control Panel Installing WebTrends: Basic Installation 61

62 3. Click Add/Remove Programs. 4. Under Currently installed programs, select the Apache httpd Server and click Remove. 5. Click Yes in the confirmation pop-up. 6. Close the Add/Remove Programs window. Click Close. 7. If you plan to install the SDC-provided Apache in the same directory as the previous installation of Apache, you may have to remove the Apache folder with the conf and logs subfolders to completely remove Apache. Uninstalling Windows Apache-Based SDC Complete the following steps: 1. If you want to preserve your SDC settings, record the settings found in the SDC configuration file <SDC Install Directory>\cfg\dcs.cfg. Note that if you are using cookieversion=2, you may want to preserve your cookie validation private key (MagicCode). 2. Open the Control Panel. Start > Settings > Control Panel 3. Click Add/Remove Programs. 4. Under Currently installed programs, select WebTrends SmartSource Data Collector and click Remove. 5. Click Yes in the confirmation dialog box. 6. Close the Add/Remove Programs window. Uninstall Windows IIS-Based SDC Complete the following steps: 1. If you want to preserve your SDC settings, record the settings found inside of the SDC configuration file <SDC Install Directory>\cfg\dcs.cfg. Most notably, if you are using cookieversion=2, you may want to preserve your cookie validation private key (MagicCode). 2. Open the Control Panel. 62 WebTrends Installation and Configuration Guide

63 Start > Settings > Control Panel 3. Click Add/Remove Programs. 4. Under Currently installed programs, select the WebTrends SmartSource Data Collector and click the Remove button. 5. When prompted to remove the WebTrends SmartSource Data Collector, click Yes. 6. Close the Add/Remove Programs window. Uninstalling SDC on Linux or Unix Uninstall Apache on Linux Red Hat provides an Apache Web server as an installation option. If the Red Hat-provided Apache was installed, it can be removed using the following steps: 1. Switch user to root. su root 2. Remove the Apache package and all of its dependencies. The dependencies must be removed before the Apache package. To determine the packages dependent on Apache, issue the following command: rpm q whatrequires webserver For each package listed, issue the following command: rpm e <package> Finally, issue the command to remove Apache: rpm e httpd Specifically, make sure that the /etc/logrotate.d/httpd and /etc/rc.d/init.d/httpd scripts are removed. Installing WebTrends: Basic Installation 63

64 Uninstall Apache on Unix Solaris 8 provides an Apache web server as an installation option. 1. Switch user to root: su root 2. If the Solaris-provided Apache web server was installed, remove it. pkgrm SUNWapchd SUNWapchr SUNWapchu Specifically, make sure that the /etc/init.d/apache and /etc/apache/httpd.conf scripts are removed. Uninstall Unix Apache-Based SDC (Solaris only) Complete the following steps: 1. Switch user to root. su root 2. Stop the Apache-based SDC. <Apache Install Directory>/bin/apachectl stop 3. Remove or rename the Apache installation. To remove: rm -rf <Apache Install Directory> To rename: mv <Apache Install Directory> <New Directory> 4. If you created SDC startup scripts and placed them in the /etc directory, remove the startup scripts now. This assumes a run-level of 3. Solaris rm /etc/rc3.d/s50apache /etc/init.d/apache 64 WebTrends Installation and Configuration Guide

65 5. If you want to preserve your SDC settings, record the settings found inside of the SDC configuration file <SDC Install Directory>/cfg/dcs.cfg. Note that if you are using cookieversion=2, you may want to preserve your cookie validation private key (MagicCode). 6. Remove or rename the SDC installation. To remove: rm -rf <SDC Install Directory> To rename: mv <SDC Install Directory> <New Directory> Installing WebTrends: Basic Installation 65

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67 Chapter 4 Installing WebTrends: Distributed Installation Overview In this chapter: Planning a Distributed Installation on page 69 Preparing for a Distributed Installation on page 73 Performing the Distributed Installation on page 74 Managing Your Distributed Installation on page 77 Introduction One great benefit of WebTrends Enterprise is the ability to distribute work across many different computers by installing the software components on several different machines which work together as one. You might use a distributed installation to scale WebTrends to handle many complex analysis processes, many concurrent users viewing reports, or to analyze more Web site traffic than can be processed in a single day. A distributed installation allows WebTrends to do more work, more efficiently, and WebTrends architecture makes this possible. Installing WebTrends: Distributed Installation 67

68 Distributed Architecture WebTrends architecture allows you to install components of WebTrends on multiple computers rather than on a single machine. WebTrends components fall into one of these functional categories: Analysis Reporting Data collection Data enhancement Data storage Your Web site and your reporting needs determine the number of computers in your WebTrends installation. The architecture provides the flexibility to run each component in the manner that works best for you, whether that means installing a component on a computer that also runs other components, or if that means installing a component on multiple computers. These components are discussed in detail in the following section, Planning a Distributed Installation. 68 WebTrends Installation and Configuration Guide

69 The following illustration shows the data collection, analysis and reporting functions and the components that correspond to these functions installed on multiple computers. This illustration represents just one of many ways that you might want to distribute WebTrends software over a number of machines. The following section provides suggestions for planning your distributed installation. Planning a Distributed Installation This section describes the planning needed before you complete the distributed installation. Installing WebTrends: Distributed Installation 69

70 Understanding WebTrends Components To plan your distributed installation, familiarize yourself with the components that comprise WebTrends. This section provides general guidelines for a distributed installation. Use the WebTrends System Requirements Tool to help determine the number of machines you need for these components. For more information, see Using the System Requirements Tool on page 72. Main Application Generates and displays WebTrends reports and performs miscellaneous product housekeeping. Unless otherwise indicated by the System Check Tool or another form of needs assesment, install the Main Application and its sub-components on the same computer. User Interface (UI) Server The UI Server is a sub-component of the Main Application that generates WebTrends reports. The number of users who view reports at the same time determines the number of computers that you need to run this component. You may want to install the UI Server separately so that report viewing is not affected by the work of other components such as Analysis. The System Check Tool can help you determine if you need multiple computers running the UI Server. Analysis The Analysis engine performs the analysis of your web traffic data. The System Requirements Tool can help determine if you need multiple computers running the Analysis. The Analysis component includes a Standard Analysis engine that performs scheduled analysis of your Web traffic data, and the Express Analysis engine that provides on-going analysis of your Web traffic data for limited, current day only reporting. SmartSource Data Collector (SDC) SDC is an optional component that collects Web traffic data using JavaScript tags placed on your Web pages. This method is an alternative to reporting on Web server log files. Because SDC receives traffic from outside of your firewall, you should install it on a dedicated machine. GeoTrends Server GeoTrends is an optional component that adds geographical data about your visitors to your reports. If you want this geographic information, and your Web site receives a lot of visitors, then you may want to install GeoTrends on a separate computer. Doing so allows GeoTrends to run without taking memory 70 WebTrends Installation and Configuration Guide

71 away from other important components. Otherwise, install GeoTrends on the machine running the Analysis component. The following graphic shows a typical distributed installation involving a total of seven computers running various WebTrends components. Installing WebTrends: Distributed Installation 71

72 Selecting a System Database WebTrends uses a small database for system data. The database coordinates the work of all other components. You can use either the MySQL database that is included with WebTrends or your own Microsoft SQL Server database. The database can reside on the same computer as the Main Application component or on a separate computer. If you use SQL Server, install it before you install WebTrends. For more information, see Preparing a Microsoft SQL Server Installation on page 73. Assessing Your Storage Needs Consider dedicating machines for storing WebTrends data. During the installation, you specify storage locations for the following repositories: Analysis Data Repository Stores the data that is processed to generate reports; accessed primarily by the Analysis engines. Report Data Repository Stores the data used to display reports; accessed by the UI Server and the Analysis engines. Configuration Repository Stores the settings WebTrends needs in order to run; these flat files require relatively little storage space. Backup Repository The backup repository contains WebTrends configuration data that can be used to restore your WebTrends installation if necessary. Using the System Requirements Tool The WebTrends System Requirements Tool can help determine the hardware requirements for your distributed installation. You provide information about how you plan to use WebTrends, and the System Requirements tool provides the minimum system requirements for each type of computer it recommends. The more familiar you are with WebTrends concepts, the better the results it provides. You can then use this information to plan how the software is distributed over your machines. Access this tool from either location: WebTrends CD-ROM 72 WebTrends Installation and Configuration Guide

73 Preparing for a Distributed Installation Once you have completed your plan for the WebTrends installation, prepare the system database and configure file sharing for the computers that you are using for WebTrends. Preparing a MySQL Database Installation If you plan to use MySQL for your WebTrends database, no special preparation is required. The database is installed when you install the WebTrends software. The installation program provides the host name and associated port number for you, and automatically loads MySQL onto your machine. Preparing a Microsoft SQL Server Installation If you plan to use Microsoft SQL Server for your WebTrends database, you have to install the server before beginning the distributed installation. Also, create two empty SQL server databases, and name one of them wtmaster and the other wt_sched. You will need to know the host name for SQL Server for performating the WebTrends installation. Note: Because of issues with mixing languages, WebTrends only supports SQL Servers that have the SQL_Latin1_General_CP1_CI_AS (case-insensitive) collation installed at the server level. The databases should then be configured with that same SQL_Latin1_General_CP1_CI_AS collation. Installing WebTrends: Distributed Installation 73

74 Setting Up Shares for Data During the installation process, you are asked to specify the storage locations for the WebTrends data repositories discussed in Assessing Your Storage Needs on page 72. Because each path must be accessible by each machine that is part of the distributed installation, be sure you set up these locations as shared folders before beginning the distributed installation. For example, to store data on the Main Application computer that has a name of wtmain, the shares could be: \\wtmain\analysis \\wtmain\report \\wtmain\config \\wtmain\backup Performing the Distributed Installation Once all the computers designated for WebTrends are configured, you can proceed with the installation. Note: If you are using Microsoft SQL Server for your WebTrends database, make sure that it is installed and set up before installing WebTrends. For more information, see Preparing a Microsoft SQL Server Installation on page 73. To perform a distributed installation: 1. Beginning with the machine you have designated for your Main Application, insert the WebTrends software CD-ROM into the CD-ROM drive. If your system is set up to use auto-run, the installation program is automatically launched. If not, choose Run from the File or Start menus and type: X:\setup where X is the drive letter of your CD-ROM drive. 2. The installation wizard launches. Click Next to continue. 74 WebTrends Installation and Configuration Guide

75 3. Before the WebTrends program files are copied to your system, you must accept the Software License Agreement. If you agree to the stated terms, select the I Accept the terms in the license agreement option, and click Next. Otherwise, click Cancel to exit the setup program without installing the software. 4. The Add License dialog box opens. Type your valid license key here to continue. Note: You must have internet connectivity to activate a license key. 5. If you accepted the License Agreement, the Select Install Type dialog box opens with the Typical option selected. Select Custom, and click Next. 6. The Destination Folder window opens. The default installation folder is X:\Program Files\WebTrends where X refers to the hard drive you are installing to. Do one of the following: Click OK to accept the default installation folder. If you want to install to a different directory, click Change and browse to your preferred location. Click OK twice to save the new location and continue. 7. Expand the list to view all available components. Select the icon for the Main Application, and select Install or Maintain this Component. 8. Select all the components that you want to install on this computer. Click Next. 9. The Specify WebTrends Service Parameters dialog opens. Select one of the following options: Use the Local System Account Use the Domain User Account 10.If you selected GeoTrends, do one of the following: Click Download to download the latest available version of the GeoTrends data file from the WebTrends Web site. The GeoTrends data file can also be found on the WebTrends CD-ROM. 11.The UI Server Parameters dialog box opens. Specify the host and port parameters to use for the UI server, and click Next. 12.The Select Database Type dialog box opens. Select the database type to use for the system database: MySQL database is included with WebTrends and is automatically installed if you select this option. Installing WebTrends: Distributed Installation 75

76 Microsoft SQL Server may be used for the system database, and must be installed before you start the WebTrends installation procedure. For more information, see Preparing a Microsoft SQL Server Installation on page If you selected Microsoft SQL Server, the JDBC Driver Folder dialog box opens. Select the folder that contains the Microsoft SQL Server 2000 Driver for JDBC. Note: Service Pack 2 of the SQL Server 2000 for JDBC must be installed. If you do not have this service pack, click Download Microsoft JDBC Drivers to access the download. 14.The System Database Initialization dialog box opens showing the host, port number, and administrator information. Type your password, confirm it, and click Next. Note: You are specifying the password for the database, not for the WebTrends program. Also, if this is a subsequent WebTrends installation, only the information used during the first installation is valid here. See your WebTrends Administrator if you have questions. 15.The Specify WebTrends Storage and Environment Locations dialog box opens where you can: Specify the location for storing analysis data in the Analysis Data Repository field Specify the location for storing report data in the Report Data Repository field Specify the location for WebTrends configuration data in the Configuration Repository field Specify the location for your backup data in the Backup Repository field Each path must be accessible by each machine that is part of the distributed architecture. Make any necessary changes to the storage locations. Click Next to continue. 16.If you selected Express Analysis, the Specify Express Analysis dialog box opens where you can: Specify the location where your Express Analysis data is available for processing in the Express Analysis Log Source field Specify the location where the results of the Express Analysis are stored in the Express Analysis Report Data Repository field 17.A confirmation window opens, reminding you to use shared folders for the storage locations. Click Yes to accept the directory locations you specified. 18.A Ready to Install the Program window opens. Click Install. The WebTrends program files are installed to the computer. 76 WebTrends Installation and Configuration Guide

77 19.Depending on your component selection in step 7, one of the following occurs: If you have only chosen to install WebTrends and the optional GeoTrends data file, you are notified that the installation is complete. Click Finish to close the Installation wizard. 20.Repeat these steps by taking the WebTrends CD-ROM to each computer and installing the components you have designated for each system. Managing Your Distributed Installation You can manage and monitor your distributed installation by getting an overview of your current topology. Click on Administration > Monitoring > Topology to view the relationships of machines, software roles, and available resources. The Group column displays the names of your host groups. Host groups are used to manage system resources in a distributed installation. For example, you can assign a group name, such as Speedsters, to your four fastest machines to run analysis. To analyze logs of differing sizes, you may want them to be processed by reporting agents on hosts with sufficient system resources to handle them efficiently. If you create a host group containing only the hosts capable of analyzing large log files efficiently, you can assign profiles for large logs to this group. To associate or edit host group go to Scheduler > Options > Host Groups. Select New Host Group to begin creating a new host group or edit the current host group. To edit a host group, click the edit icon. If you want to monitor the health of your services as they run on each machine, click Administration > Monitoring > Service Health. Installing WebTrends: Distributed Installation 77

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79 Chapter 5 Modifying Your Installation Overview In this chapter: Migrating Manually Adding Components Post-Installation on page 85 Upgrading Apache Web Server on page 87 Migrating Manually In this section: Supported migrations (follows) Migration components (page 80) Preparing for migrations (page 80) The migration process (page 81) A sample migration (page 83) This section discusses the process of manually upgrading from WebTrends Reporting Center v6.x to WebTrends v7.0 for Windows. Modifying Your Installation 79

80 Supported Migrations Migrating to WebTrends v7.0 is only supported for WebTrends Reporting Center v6.x or later for Windows. Note: Those upgrading from WebTrends v6.x for Solaris should consult WebTrends Migration Guide (Solaris). Migration Components Three components are involved in the migration/upgrade process: 1. damigrate.exe Creates a temporary staging directory and migrates configuration files, performs a series of requirements and compatibility checks, and creates a temporary directory that serves as the working directory for the rest of the migration process. 2. SyncInstall.exe Updates your WebTrends Reporting Center v6.x configuration files with changes required for WebTrends v7. SyncInstall.exe automatically runs when you execute damigrate. 3. daupgrade.exe Moves analysis databases, report databases, and configuration data into your WebTrends v7.0 installation. Preparing for Migration Important considerations: Make sure you have enough available drive space. You need approximately 2.25x the disk space as your current WebTrends installation if you are planning to run the migration on the same box. Check your log data source locations. If you are migrating WebTrends v6.x from one machine to WebTrends v7.0 on a different machine, check the log data sources in WebTrends v6.x prior to migrating to ensure that all paths are fully qualified and visible to the target machine. (This is a far more efficient approach than making these changes in your WebTrends v7.0 installation.) 80 WebTrends Installation and Configuration Guide

81 Important: WebTrends strongly recommends you back up your WebTrends v6.x settings, as well as your WebTrends v7.0 system databases, before migration. For instructions on backing up your system databases, please see the document, Backup and Restore for MySQL Databases, available on your WebTrends product CD, as well as the NetIQ Web site: ptw.aspx?action=14&prodtype=wrc&version=7.0 Performing the Migration After WebTrends v7.0 is installed, two processes need to be run: 1. The first process is damigrate.exe, which: a. Copies all configuration data (such as profiles, settings, and templates) from the v.6.x install and v7.0 install into a temporary directory. b. As necessary, configuration files are converted into the WebTrends v7.0 format. c. damigrate.exe then runs SyncInstall.exe from the temporary directory. d. damigrate.exe also creates a batch file (RunUpgrade.bat) with all the necessary parameters to run the second process of the migration. Note: For a trace of all migration process activities, look in the audit log, damigrate.log, which is located in the <WebTrends v7 Installation Directory>\modules\migrate directory. 2. The second process is daupgrade.exe. Under most circumstances you run daupgrade.exe via the RunUpgrade.bat supplied by the damigrate process. daupgrade.exe performs the following tasks: a. Copies configuration files from the temporary directory set up by damigrate.exe into your WebTrends v7.0 installation. b. Inserts user profiles from WebTrends v6.x into the WebTrends v7.0 system database. c. Inserts web data source definitions into the WebTrends v7.0 system databases. d. Iterates over all WebTrends v6.x profiles and: Copies analysis databases to the specified WebTrends v7.0 location Modifying Your Installation 81

82 Copies report databases to the specified WebTrends v7.0 location Converts profile names into GUIDs, for example, 1.wlp becomes K8szjm3GPL5.wlp. Doing so avoids any conflict when merging multiple v6.x installations into the new v7.0 installation. Note: For a trace of migration activities, look in the audit log, daupgrade.log which is located in the <WebTrends Installation Directory>\modules\migrate directory. Both programs take similar parameters, but there are differences. To determine the exact usage, run the program without any switches, for example, damigrate.exe. While damigrate.exe has only a few simple parameters, daupgrade.exe has a far more complicated set. As a convenience, damigrate.exe creates a batch file (runupgrade.bat) with the recommended parameters and switches needed for daupgrade.exe. Normally this batch file should be used. damigrate Parameters Usage: damigrate <WRC v6 src> <WebTrends v7 dst> Example: damigrate "c:\wrc_v6" "c:\webtrends_v7" Notes: The SRC directory must be a valid WebTrends v6.x installation directory. The destination directory must be a valid WebTrends v7.0 installation directory. Manual migration must be run from the <WebTrends Installation Directory>\modules\migrate directory. daupgrade Parameters Usage: daupgrade [OPTION] -c <migrated SRC> -d <WRC v6 dir> -i <WRC v7 dir> Options: 82 WebTrends Installation and Configuration Guide

83 -c migrated source <Temp directory created by running damigrate.exe> (required) -d data source <WebTrends 6.x installation directory> (required) -i install dir <WebTrends 7.0 installation directory> (required) -v version Shows version and immediately exits. -h help Shows this informational text list. -p profile defs Moves configuration only. No data. Note: This can be a useful testing tool to help prove that your migration scenario is correct. -s services Stops and starts the WebTrends services automatically. Example: daupgrade -c "wrc_migrate_dir.tmp" -d c:\wrc6 -i "c:\wrc_v7" Notes: 1. The -c directory must be a valid temp directory created by damigrate.exe. 2. The -d directory must be a valid WebTrends v6.x installation directory that was used by damigrate.exe to create the temp directory above. 3. The -i directory must contain a valid WebTrends v7.0 installation. Migration Example Below is a complete example of the migration process where: The existing WebTrends v6.x installation location is c:\wrc6. WebTrends v7.0 was installed in c:\webtrends7. Modifying Your Installation 83

84 Complete these steps: 1. Run damigrate.exe from.\modules\migrate relative to the root of the WebTrends v7.0 installation: damigrate c:\wrc6 This produces the temporary directory used for the migration, (wrc_migrate_dir.tmp) and will automatically run SyncInstall. If successful, damigrate.exe creates a batch file (RunUpgrade.bat) to run daupgrade.exe. 2. Run daupgrade.exe by completing either of the following steps: RunUpgrade.bat -s (preferred method) or daupgrade -c wrc_migrate_dir.tmp -d c:\wrc6 -i c:\wrc7 -s Notes The damigrate.exe step works entirely in the temporary migration directory. Therefore, any failure during that process leaves your WebTrends v7.0 installation unaffected. If daupgrade.exe fails, your WebTrends v6.x installation is unaffected, but your WebTrends v7.0 installation and Master database are likely to be corrupted. If daupgrade.exe fails, WebTrends recommends that you uninstall and reinstall WebTrends v7.0 and the Master database. Possible Issues There may be some issues that are detected that do not stop the installation. In those cases, the program makes the best determination and presents the issues in a dialog box at the end of the migration process. These issues are also recorded in the.err file (daupgrade.err) for your further review. Make any necessary corrections via the Admin Console. Please contact Technical Support if you need assistance. 84 WebTrends Installation and Configuration Guide

85 Here is an example of the daupgrade.err file: :47:16: The following 3 PROBLEMS were encountered :36:40: ISSUE. DataSource [sample: Engelen Communications (Server 1)] had a relative path in Log data source location: [.\wtm_wtx\datfiles\samples\orm\web1\log.zip]. This was fixed-up to be: [e:\wrc\wtm_wtx\datfiles\samples\orm\web1\log.zip]. Correct if needed :36:40: ISSUE. DataSource [sample: Engelen Communications (Server 2)] had a relative path in Log data source location: [.\wtm_wtx\datfiles\samples\orm\web2\log.zip]. This was fixed-up to be: [e:\wrc\wtm_wtx\datfiles\samples\orm\web2\log.zip]. Correct if needed :36:40: ISSUE. DataSource [sample: RealServer log] had a relative path in Log data source location: [.\wtm_wtx\datfiles\samples\stream\sample realnetworks.log]. This was fixed-up to be: [e:\wrc\wtm_wtx\datfiles\samples\stream\sample realnetworks.log]. Correct if needed :47:16: You may need to fix the above in order for WRC to work correctly. In the above example, a relative path was encountered for a log Data Source. Address this problem by changing this path name via the Admin Console. Adding Components Post-Installation You can install additional WebTrends components such as GeoTrends after the main installation is complete. To add a WebTrends component: 1. Insert the WebTrends software CD-ROM into the CD-ROM drive. If your system is set up to use auto-run, the installation program is automatically launched. If not, choose Run from the File or Start menus and type X:\setup where X is the drive letter of your CD-ROM drive. 2. The installation wizard launches. Click Next to continue. Modifying Your Installation 85

86 3. The Program Maintenance dialog box opens. Select Modify, and click Next to continue. 4. Click the icon next to the component that you want to install, and select Install or maintain this component. Click Next to continue. 5. The Specify WebTrends Service Parameters dialog opens. Select one of the following options: Use the Local System Account Use the Domain User Account Click Next. 6. If you selected GeoTrends, do one of the following: Click Download to download the latest available version of the GeoTrends data file from the WebTrends Web site. The GeoTrends data file can also be found on the WebTrends CD-ROM. 7. The UI Server Parameters dialog box opens. Specify the host and port parameters to use for the UI server, and click Next. 8. The Select Database Type dialog box opens. Select the database type to use for the system database: MySQL database is included with WebTrends and is automatically installed if you select this option. Microsoft SQL Server may be used for the system database, and must be installed before you start the WebTrends installation procedure. For more information, see Preparing a Microsoft SQL Server Installation on page If you selected Microsoft SQL Server, the JDBC Driver Folder dialog box opens. Select the folder that contains the Microsoft SQL Server 2000 Driver for JDBC. Note: Service Pack 2 of the SQL Server 2000 for JDBC must be installed. If you do not have this service pack, click Download Microsoft JDBC Drivers to access the download. 86 WebTrends Installation and Configuration Guide

87 10.The System Database Initialization dialog box opens showing the host, port number, and administrator information. Type your password, confirm it, and click Next. Note: You are specifying the password for the database, not for the WebTrends program. Also, if this is a subsequent WebTrends installation, only the information used during the first installation is valid here. See your WebTrends Administrator if you have questions. 11.If you selected Express Analysis, the Specify Express Analysis dialog box opens where you can: Specify the location where your Express Analysis data is available for processing in the Express Analysis Log Source field Specify the location where the results of the Express Analysis are stored in the Express Analysis Report Data Repository field Click Next. 12.A confirmation window opens, reminding you to use shared folders for the storage locations. Click Yes to accept the directory locations you specified. 13.A Ready to Install the Program window opens. Click Install. The component is installed to your computer. 14.Click Finish to close the Installation wizard. Upgrading Apache Web Server Periodically, the Apache Software Foundation ( releases new versions of Apache 2.0. Typically, these releases are minor ones that fix bugs or respond to security vulnerabilities. As long as the new Apache 2.0 release maintains binary compatibility, you are free to upgrade to it. The method used to upgrade Apache 2.0 varies according to the operating system you are using. We recommend that you back up your existing Apache installation before upgrading. The following subsections describe how to upgrade for each supported operating system. Upgrading on Windows 2000/2003/XP You should install the Apache 2.0 upgrade in the same directory as the previous installation. Modifying Your Installation 87

88 To upgrade Apache on Windows: 1. Download the Apache 2.0 Win32 Binary upgrade from 2. Stop Apache from the command line by typing net stop apache2. 3. Uninstall the existing Apache 2.0 by selecting Settings -> Control Panel -> Add/ Remove Programs -> Apache HTTP Server 2.0.x from the Start menu. 4. Install Apache 2.0 upgrade into the same directory as the previous installation. Doing so preserves your <Apache Install Dir>\logs and <Apache Install Dir>\conf directories. Type the following commands to install the upgrade: Start -> Run -> apache_2.0.<x>-win32-x86-no_ssl.msi where <x> specifies the 2-digit minor version. Upgrading on Red Hat Enterprise Linux 3 To install Apache on Red Hat Enterprise Linux: 1. Log in as root. 2. Download Updated Apache Packages RPM from 3. Stop Apache by entering /usr/sbin/apachectl stop. 4. Save the Apache configuration file by entering cp /etc/httpd/conf/httpd.conf / etc/httpd/conf/httpd.conf.sav. 5. Install the Apache 2.0 upgrade by entering rpm -Fvh httpd-2.0.*.rpm. 6. Restore the Apache conf file by entering cp /etc/httpd/httpd.conf.sav /etc/ httpd/conf/httpd.conf. 7. Start Apache by entering /usr/sbin/apachectl start. Upgrading on Solaris 8/9 Note that these steps require you to build a binary Apache distribution from source. You must have a GNU development environment setup before proceeding. See 88 WebTrends Installation and Configuration Guide

89 Building OpenSSL If you intend to run with SSL enabled, you must also build OpenSSL from source. To build OpenSSL: 1. If you intend to run Apache with SSL enabled, download the latest OpenSSL distribution tarball (see and unpack it. Otherwise, proceed to Build Apache section below. gzip -cd openssl-*.tar.gz tar xvf- 2. Change to top level directory. cd openssl-* 3. Configure OpenSSL./config shared no-idea no-rc5 no-threads -fpic 4. Build OpenSSL make depend make 5. Install OpenSSL. The default installation directory is /usr/local/ssl. su make install Building Apache To build Apache: 1. Download Apache 2.0 Unix Source (see and unpack it. gzip -cd httpd-2.0.*.tar.gz tar xvf - 2. Change to top level directory cd http-2.0.* Modifying Your Installation 89

90 3. Edit build/binbuild.sh and change CONFIGPARAM variable to look like this (changes in bold). CONFIGPARAM="--enable-layout=Apache \ --prefix=$build_dir \ --enable-mods-shared=all \ --with-expat=$apfulldir/srclib/apr-util/xml/expat \ --enable-static-support \ --enable-ssl=shared \ --with-ssl=/usr/local/ssl \ --enable-so" 4. Build new Apache binary distribution../build/binbuild.sh 5. Stop Apache. <Apache_Install_Dir>/bin/apachectl stop 6. Install Apache binary distribution into a different directory. su./install-bindist.sh <New_Apache_Install_Dir> 7. Restore configuration file. cp <Apache_Install_Dir>/conf/httpd.conf <New_Apache_Install_Dir>/conf 8. Restore environment variable script. cp <Apache_Install_Dir>/bin/envvars <New_Apache_Install_Dir>/ bin 9. If present, edit /etc/init.d/httpd and update paths to Apache binary and Apache environment variable script. # the path to your httpd binary, including options if necessary HTTPD="<New_Apache_Install_Dir>/bin/httpd -d <New_Apache_Install_Dir>" # # pick up any necessary environment variables if test -f <New_Apache_Install_Dir>/bin/envvars; then. <New_Apache_Install_Dir>/bin/envvars fi # 10.Start Apache <New_Apache_Install_Dir>/bin/apachectl start 90 WebTrends Installation and Configuration Guide

91 Binary Compatibility If you attempt to use SDC with a version of Apache 2.0 that is incompatible, you will see a message similar to the following in your Apache error log at startup: httpd: module "inc/apachelogserver.h" is not compatible with this version of Apache. Please contact the vendor for the correct version. If you get this error message, contact NetIQ support for a compatible version of SDC. Modifying Your Installation 91

92 92 WebTrends Installation and Configuration Guide

93 Chapter 6 WebTrends On Demand Accounts This chapter provides basic instructions for those using one of the WebTrends hosted services: WebTrends On Demand Enterprise, WebTrends On Demand Professional, or WebTrends On Demand Small Business. Enterprise Provides powerful analysis of visitor behavior, on-line transactions, and marketing campaign metrics that you can use to evaluate your e-commerce performance. To sign up for Enterprise, see Signing Up for WebTrends On Demand Enterprise on page 94. Professional Provides advanced web traffic analysis for small- to mid-sized businesses. WebTrends On Demand Professional offers predefined reports and adds features to make the analysis more timely and relevant. Professional is especially appropriate for companies that have limited IT resources and support. To sign up for Professional, see Signing Up WebTrends On Demand Professional on page 95. Small Business Provides basic web traffic analysis for small businesses. WebTrends On Demand Small Business is a cost-effective solution for organizations that do not have IT resources. To sign up for Small Business, see Setting Up WebTrends On Demand Small Business on page 109. WebTrends On Demand Accounts 93

94 Signing Up for WebTrends On Demand Enterprise Signing up for WebTrends On Demand gives you access to a 14-day trial. This section takes you through the sign up process. To sign up for Enterprise Edition: 1. Sign up to use WebTrends On Demand Enterprise by going to 2. Choose Click here to sign up. 3. Select Enterprise Edition, and click Next. 4. Type the account and contact information in the required fields. If you know the Monthly Page Views for your Web site, enter that number in the corresponding field. Click Next Step. 5. Type a user name, password, and confirm the password, then click Next Step. Note that passwords must meet the following requirements: Must be at least 6 characters in length Must contain both upper and lower case letters Must contain at least one integer (1-9) Cannot be part of your username Cannot contain your first or last name Cannot contain spaces 6. Confirm the settings you have selected, and click Submit Registration. Your registration request is sent and you will be contacted by NetIQ customer representatives regarding account and billing information that suits your needs. 94 WebTrends Installation and Configuration Guide

95 Signing Up WebTrends On Demand Professional Signing up for WebTrends On Demand gives you access to a 14-day trial. This section takes you through the sign up process. To sign up for Professional Edition: 1. Sign up to use WebTrends On Demand Enterprise by going to 2. Choose Click here to sign up. 3. Select Professional Edition, and click Next. 4. Type the account and contact information in the required fields. If you know the Monthly Page Views for your Web site, enter that number in the corresponding field. Click Next Step. 5. Select the payment method you would like for your account, and click Next Step. Monthly Plan Credit Card With a monthly plan, you receive a monthly billing that is charged to your credit card. To make your decision, consider the rate information provided. Go to step 7. Volume Plan Credit Card With this plan, you are billed according to page views per month. Charges are billed to your credit card. Go to step 6. Volume Plan Purchase Order With this plan, you are billed according to page views per month. Charges are billed to the address you supply. You are contacted by a NetIQ customer service representative. Go to step 6. Note that purchase order may take longer to set up your account. 6. Choose the volume billing plan that fits your needs, then click Next Step. 7. Type the billing information in the required fields, then click Next Step. 8. Type a user name, password, and confirm the password, then click Next Step. Note that passwords must meet the following requirements: WebTrends On Demand Accounts 95

96 Must be at least 6 characters in length Must contain both upper and lower case letters Must contain at least one integer (1-9) Cannot be part of your username Cannot contain your first or last name Cannot contain spaces 9. Confirm the contact and the billing information, then check the box to confirm that you agree with the Terms of Service and the WebTrends On Demand Privacy Policy. Click Submit Registration. 10.Select how you want to be billed. If you choose to be billed by Purchase Order, you are contacted within seven days about your order. 11.Continue by selecting one of the following options: Click Go to the Account Administration Console and go to step 3 in the next section below to begin adding a profile to your account. Click log out on the tool bar and go to the first step in the next set of procedures To log in to your account.. You will receive an confirming your registration. The message will contain a link and a validation key to use the first time that you log in to WebTrends On Demand. Setting Up WebTrends On Demand Enterprise or Professional This section describes how to set up a new WebTrends On Demand Enterprise or Professional account. Setting up your account involves the following steps: Logging in to WebTrends On Demand Creating a data source Creating a profile Viewing your reports 96 WebTrends Installation and Configuration Guide

97 Logging in to WebTrends On Demand To log in to your account: 1. You receive confirmation of your registration by . The message contains a link and a validation key for the first time that you log in to WebTrends On Demand Enterprise or Professional. Click the URL provided in the Log in to WebTrends On Demand with your user name, account name, password, and validation key. Note that the information you enter is case sensitive. The following graphic shows the Account Console. 3. The first time you click one of the menu items on the left pane, the License Agreement is displayed. Review the Terms of Service and the Privacy Policy. Click on these items to read them, and if you agree with the stated terms, select I agree to the terms of service. Then click I Agree in the lower right corner. 4. Check your account settings. Click Edit Account to view information on the following: Account Information shows your contact information WebTrends On Demand Accounts 97

98 Billing Plan shows your cost information Settings shows information about your current usage of some settings and your contracted limit To continue setting up a new WebTrends On Demand account, see Creating a Data Source. Creating a Data Source To set up your WebTrends On Demand account, you specify a data source that will be associated with your profile. 1. From the Account Console, click Profiles & Reports. The Admin Console opens to Web Analysis Overview window. This overview offers some basic information about Web analysis concepts. 2. Click Administration in the left pane, and then click Data Sources. 3. Click New Data Source to specify the source of the data that you would like WebTrends On Demand to analyze. The following graphic shows the Data Source dialog box. 98 WebTrends Installation and Configuration Guide

99 4. Type a name for the data source in the Data Source Name text box. 5. Paste the JavaScript that is displayed between the <body> and </body> tags on all of the Web pages you want to track. Note that the JavaScript is created from the information you provided in your settings. The JavaScript directs information about the activity on your web site to your data source files. The files log the activity. 6. Click Save to add this new data source to the list of data sources. To continue setting up your WebTrends On Demand Account, see Creating a Profile. WebTrends On Demand Accounts 99

100 Creating a Profile Part of setting up your WebTrends account is creating a profile that identifies the Web site activity that you want to report on. Your data is collected, analyzed, and displayed in your WebTrends On Demand reports. 1. Click Web Analysis in the left pane, and then click Profiles & Reports. The following graphic shows the Admin Console. 2. Click New Profile to define your profile. All of the instructions for the New Profile Wizard are discussed in Launching the New Profile Wizard On Demand Only on page 136. Note that you associate a data source with your new profile during the New Profile Wizard process. 3. At the end of the New Profile Wizard, you can review a summary of your selections for your profile. Click Save to accept the settings for the profile or define the advanced settings that you want. If you want to define more settings to further customize your profile, click Advanced Settings. Included in the tabs for these settings are tabs representing the dialog boxes that you completed in the new profile wizard. The additional tabs you see depend on choices you made in the new profile wizard. For more information on configuring Advanced Settings, see Help. 100 WebTrends Installation and Configuration Guide

101 4. Click OK to close the confirmation message. 5. Click Account Console in the left pane to return to the Account Console. 6. Click log out to exit WebTrends On Demand. Your first reports should appear within a few hours. Viewing Your Reports Once your WebTrends On Demand account is set up, you can log in to view your reports. To view your reports: 1. Log into your WebTrends On Demand Enterprise or Professional account. 2. The Account Console is displayed. 3. Click Profiles & Reports in the left-hand menu. 4. Select a profile in the list, and click the View Reports icon. Using the Account Console: Enterprise and Professional Editions The Account Console provides access to all features of WebTrends On Demand. When you first log in, a list of all accounts associated with your main account is displayed in the account list. The following section describes the components of the Account Console. Account Profile & Reports Lets you analyze your web traffic activity and create reports. A profile defines how data from an associated data source should be analyzed and reported. See Creating a Profile on page 100 for information on creating a profile. Users Allows you to manage user rights for each account in the Account List. WebTrends On Demand Accounts 101

102 Select an account in the list to work with that account s users and associated rights. You can also edit, remove, and add user rights if you have administrator rights for your account. Edit Account Allows you to modify settings for the selected account. Edit Account settings contains contact information, billing information, and other account settings information. Account History Shows a list of significant events for the account selected, such as the creation of a profile. You can sort the list by date, action, or event details. Select an event, and click View Item for details. Account Usage Provides a summary of licensing statistics about the account selected, such as the number of profiles and custom reports used. See Checking the License Status on page 20 for more information. Delete Account Lets you delete the selected account if you have administrator rights. Create Account/Create Subaccount Lets you create an account if you have administrator rights for a reseller or master account, or have licensed the ability to create sub-accounts within your account. My Settings Contact Information Lets you review and change your contact information. Change Password Lets you change your password. Mailing Lists Lets you review and change your mailing list preferences. 102 WebTrends Installation and Configuration Guide

103 Tool Bar Commands Log Out Logs you out of the WebTrends On Demand service. Feedback Lets you provide general product feedback, report a problem, or request a feature. Technical Support Provides links to a variety of technical information. Account Console Indicates that you are in the Account Console. Help Opens the online Help system. Working with User Settings From the Account Console, you can manage the users associated with each account listed by adding users, modifying access rights, and removing users from the account. Adding a User To add a user: 1. Select the account from the Account Console that you want to work with. 2. Click Users in the left pane, and the users who are currently members of the account are displayed. 3. Click Add User, and the New User dialog box opens. 4. Provide the following information for the Step 1 of 2 dialog box. Username The username must contain 4-30 alphanumeric characters and must not contain spaces. WebTrends On Demand Accounts 103

104 Enter a valid address for the user. The new user receives a welcome that provides information needed to log in to WebTrends. First Name Enter the user s first name. Last Name Enter the user s last name. Company Enter the organization this user is associated with. Password Select Auto-Generate Password to have a password automatically created for the user, or select Specify Password to define a custom password for the user. 5. Select the rights for the new user in the Step 2 of 2 dialog box, and click Apply Changes. Creating Multiple Users at Once If you have an Enterprise account of a master or reseller type, you can create multiple user accounts at once by specifying them in comma-delimited text format. To create multiple users at once: 1. Select the account from the Account Console that you want to work with. 2. Click Users in the left-hand menu, and then select Mass User Creation. 3. Enter each user on a separate line in the User List dialog box in the following format: Username,User ,First Name,Last Name,Right IDs For example: Sue,Sue@Mail.com,Sue,Miller,1 5 To view a list of right IDs, select the Click Here to View List of Valid Right IDs link in the dialog box. 104 WebTrends Installation and Configuration Guide

105 Note: You can generate this user list from an external database, and copy and paste that data in the User List dialog box. Editing User Rights You can modify access rights settings for the Account Console using the Edit Rights dialog box. Note: To fine-tune these access rights settings, select Administration > Users in the Admin Console. To edit user rights: 1. Select the account from the Account Console that you want to work with. 2. Click Users in the left-hand menu, and the users of the selected account are displayed. 3. Select a single user or multiple users, and click Edit Rights. The users selected are displayed in The Modifying Rights for the Following Users text box. 4. Select the rights that these users should be granted. Note: You can define rights in greater detail through the Admin Console. Select Administration > Users to access these settings. A dark check means that all of the selected users have the right, and a light gray check means that while at least one of the selected users has the right, not all of them do. The Reset Rights link resets the rights to the state they were before you began this instance of editing rights. 5. Click Apply Changes, and you see the Rights Assignment Complete dialog box that lists the Rights Granted and Rights Denied for the selected users. WebTrends On Demand Accounts 105

106 Removing a User To remove a user: 1. Select the account from the Account Console that you want to work with. 2. Click Users from the left-hand menu, and the users who are members of the account are displayed. 3. Select the users you want to remove from the account, and click Remove User. 4. The users selected appear in the Users to Be Removed text box. To remove those listed, click Apply Changes. Changing Account Information You can update contact information for your account in the Edit Account dialog. To modify account information: 1. Select the account from the Account Console that you want to work with. 2. Click Edit Account in the left-hand menu. 3. The following settings can be changed in the Account Information tab: Account Name Identifies the account in the Account List. Client Billing Code May be used to uniquely identify the account for your billing purposes. Contact Name Specifies the name of your main contact for the account. Company Specifies the company associated with this account. address Specifies the address for the contact listed. Telephone Specifies the phone number for the contact listed. Address Specifies the mailing address for the contact listed. City Specifies the city for the address. 106 WebTrends Installation and Configuration Guide

107 State Specifies the state for the address. Country Specifies the country for the address Zip Code Specifies the zip code for the address Report Access Indicates whether or not reports can be accessed for this account. For example, report access might be disabled if the account requires log file delivery only. Note: The following settings are only available in WebTrends On Demand Enterprise. Log File Delivery Indicates whether or not log files are provided as a service for this account. With Log File Delivery enabled for the account, the data sources can be configured to use the feature. Availability Days If Log File Delivery is set to Enabled, this field indicates the maximum number of days to retain the log files on the FTP server. Log files may be retained for up to 30 days. 4. The Settings tab displays the current limits for the following: Number of allowed profiles Number of allowed custom reports Number of allowed report exports The edition of WebTrends you are using determines the maximum number available. See How WebTrends On Demand Is Licensed on page 20 for details. Note: You may be able to adjust the maximum values if you have a master or reseller type of account. WebTrends On Demand Accounts 107

108 Viewing Account History You can view event data for the account in the Account History dialog box. This dialog displays the date of the event, actions taken, and event details. This information can be very helpful for administering the account. For example, if you need to find out who deleted a profile or received a specific report, you could find those details here. To view account history: 1. Select the account from the Account Console that you want to work with. 2. Click Account History, and a list of events is displayed. 3. Select an item in the list, and click View Item in the left-hand menu to show event details. Note: The Account History list can be sorted by Date, Action, and Details. Creating an Account Resellers of WebTrends On Demand Enterprise Edition have multiple accounts under one main account for billing and administrative purposes. As a reseller, you have one main reseller account that contains all your customer accounts and within those accounts, it is possible to have sub-accounts. Enterprise account holders who have licensed sub-accounts for their accounts may also create accounts. To create a new account: 1. Log in to WebTrends On Demand. 2. From the Account Console, click Create Account/Create Subaccount. 3. The New Account Creation dialog box indicates the account that you are logged into. Be sure that this is the account that you want associated with the new account. Select one of the following options: Add New Reseller Account If you have a master type of account, this option is available to add a reseller account. Reseller accounts contain customer accounts which you can administer. 108 WebTrends Installation and Configuration Guide

109 Add New Customer Account If you have a master or reseller type of account, this option is available to create an account associated with the reseller account selected. A single company may have a single customer account and multiple sub acccounts within the account for each division, department, product, or other segment that requires separate reporting. Add a Sub-Account to An Existing Customer Account This option creates an account associated with the customer account selected. Sub-accounts share the resources of the account such as profiles and custom reports. 4. Click Next Step, and the Account Information dialog box opens. Enter the required information, and click Next Step. 5. If you are creating a new reseller account, the Account Service Settings for New Reseller Account dialog box opens. Enter the maximum number of child accounts, custom profiles, custom reports, and report exports that this new account should have. The dialog box displays the quantities available to be distributed from the master account to the reseller account. 6. Click Next Step, and the User Information dialog box opens. Enter the required information in the text boxes. 7. Click Next Step to review settings for the account, and click Submit Registration if you are satisfied. Otherwise, click Back to make changes. Setting Up WebTrends On Demand Small Business WebTrends On Demand Small Business maintains all of your log files and makes sure that these files are associated with the profiles that you create. Setting up your account involves the following steps: Signing up for WebTrends On Demand service Logging in to WebTrends On Demand Creating a profile Viewing your reports WebTrends On Demand Accounts 109

110 Signing Up for WebTrends On Demand Small Business Edition To sign up for Small Business Edition: 1. Sign up for WebTrends On Demand service at 2. Choose Click here to sign up. 3. Select Small Business Edition. 4. Enter the contact information in the required fields, then click Next Step. 5. Select the payment method you would like for your account and click Next Step. Monthly Plan Credit Card You will receive a monthly billing that is charged to your credit card. To make your decision, consider the rate information provided. Go to step 7. Volume Plan Credit Card You will be billed according to page views per month. Charges will be billed to your credit card. Go to step Choose the volume billing plan that fits your needs, then click Next Step. 7. Enter the billing information in the required fields, then click Next Step. 8. Enter a user name, password, and confirm the password, then click Next Step. Note that passwords must meet the following requirements: Must be at least 6 characters in length Must contain both upper and lower case letters Must contain at least one integer (1-9) Cannot be part of your username Cannot contain your first or last name 110 WebTrends Installation and Configuration Guide

111 Cannot contain spaces 9. Confirm the account, log in, and the billing information, then select the box to confirm that you agree with the Terms of Service and the NetIQ Privacy Policy. Click Submit Registration. 10.Select how you want to be billed. 11.Continue by selecting one of the following options: Click Add a Profile and go to step 2 on page 113 to begin adding a profile to your account. Click log out on the tool bar and go to the first step in the next set of procedures To log in to your account. You will receive an confirming your registration. The message will contain a link and a validation key for the first time that you log in to WebTrends On Demand. Logging in to Your Account 1. Click the URL provided in the confirmation from WebTrends. 2. Log in to WebTrends On Demand with your user name, account name, password, and validation key. Note that the information you enter is case sensitive. The following graphic shows the Account Console. WebTrends On Demand Accounts 111

112 3. Click Edit Account so that you can check your account information. Review the following: Contact Information shows your contact information. Billing Plan shows your cost information. Settings shows information about your current usage of some settings and your contracted limit. 112 WebTrends Installation and Configuration Guide

113 Creating a Profile Part of setting up your WebTrends account is creating a profile that identifies the Web site activity that you want to report on. Your data is collected, analyzed, and displayed in your WebTrends On Demand reports. 1. Click Profiles & Reports to identify a named group of settings with which you identify the visitor activity data on your web pages. The information about this activity will be collected and stored on the WebTrends servers and then analyzed and finally displayed in your WebTrends On Demand reports. 2. Click Add Profile. a. Type a name for the profile in the Profile Name text box. b. Specify the location of the Web page you want to analyze in the URL text box. c. Specify the time zone you want reflected in your reports in the Time Zone text box. d. Use the arrows to specify the users who have access to this profile in the User Access text box. e. Specify the day of the week that should be considered the first for reports in the First Day of Week setting. f. If there are visitors that you do not want to include in the analysis for this profile, enter the IP Address for that activity in the IP Exclude Filter text box. For example, you might not want to count visitors from your own company. 3. Click Add Profile. The JavaScript tab is highlighted and JavaScript is displayed. Note that the JavaScript directs information about the activity on your web site to files that log the information. The files log the activity. 4. Copy the JavaScript. 5. Paste the JavaScript between the <body> and </body> tags on all of the web pages you want WebTrends On Demand to track. As soon as you have pasted the WebTrends JavaScript code to your deployed Web pages, your Web site traffic data is collected by WebTrends servers. Comprehensive reports on your site activity will be ready for viewing within the next 24 hours. WebTrends On Demand Accounts 113

114 Viewing Your Reports Once your profile has been created and you have copied the JavaScript code to your Web pages, you can log in to WebTrends On Demand to view your reports. To view reports: 1. From the Account Console, click Profiles & Reports. 2. Click Reports to view reports for a specific profile. It typically takes up to 24 hours after tagging your pages before report data starts showing. Small Business profiles typically update twice a day. Once early in the morning and once in the afternoon. When doing testing, it is best to create over 30 hits to your test pages and then an hour or so later do it again. This will ensure that your testing data gets reported as quickly as possible. This procedure is not required for production profiles because production sites typically receive a steady stream of traffic. Using the Account Console Small Business Edition The Account Console provides access to all features of WebTrends On Demand. This section describes the features and settings available from the Account Console. Account Profiles & Reports Lets you analyze your web traffic activity and create reports. A profile defines how data from an associated data source should be analyzed and reported. Users Lists users and associated rights to your account. You can also edit, remove, and add user rights if you have administrator rights for your account. Edit Account Contains contact information, billing information, and information on the settings of your account. 114 WebTrends Installation and Configuration Guide

115 Account History Shows significant events, such as the creation of a profile, for your account. Account Usage Provides a summary of statistics about your account. Delete Account Lets you delete an account if you have administrators rights. My settings Contact Info Lets you review and change your contact information. Change Password Lets you review and change your password. Mailing Lists Lets you review and change your mailing list preferences. Tool Bar commands Log Out Logs you out of the WebTrends On Demand service. Feedback Lets you send your comments and questions to Technical Support for WebTrends On Demand. Technical Support Provides links to a variety of technical information. Account Console Returns you to the Account Console view. Help Opens the online Help system. WebTrends On Demand Accounts 115

116 Additional Concepts and Definitions The following concepts and definitions are helpful in understanding WebTrends On Demand Enterprise, Professional, and Small Business reports. First-Time Visitor This indicates someone who visits your Web site for the first time. A first-time visitor is counted once in the report period, when he or she first arrives. WebTrends On Demand defines first-time visitors as visitors without a WebTrends On Demand cookie. Returning Visitor This indicates someone who has visited your Web site at some time previous to the current report period and has returned to visit during the current report period. A returning visitor is counted once in the report period, when he or she first arrives. Returning visitors are recognized by their WebTrends On Demand cookies. Unique Visitors These are individuals, different from any other visitors within the report period. They are counted once in a report period, when they first arrive. The sum of first-time visitors and returning visitors is the total of unique visitors for the report period. The report period can be daily, weekly, monthly, and/or yearly. Comparing Unique Visitors and Returning Visitors Note that visitors who visit once on every day of a week are counted as unique visitors in each daily report. They are never repeat visitors. However, in the weekly report, they are counted once as a unique visitor and six times as a repeat visitor. Therefore, unique visitor totals in a daily report periods do not add up to the unique visitor totals in a weekly report period. 116 WebTrends Installation and Configuration Guide

117 Visit or Visitor Session A single visit also called a visitor session includes all of a visitor s activity from the first page view until he or she exits the Web site or remains inactive for 30 minutes. Each time a visitor enters your Web site is counted as a visit. Average: an Arithmetic Mean An arithmetic mean is a simple average: the total of all of the numbers in a group divided by the number of numbers in the group. It is considered a weighted average between extremes because it includes all of the numbers in the group, even when the range of the numbers is very large. Standard Report Period Averages WebTrends On Demand reports present averages for comparative analysis. Averages in Standard Report Periods are averages of like time-slices either of all like time-slices in your data since you started or of all like time-slices in the selected report period. For example, Mondays are averaged with Mondays and the first week of the month is averaged with the first weeks of months. WebTrends On Demand Accounts 117

118 118 WebTrends Installation and Configuration Guide

119 Chapter 7 WebTrends User Accounts Overview The User Access and Privileges feature enables you to set up users in the WebTrends software. For each user, you specify the features they can access, their default profile settings, and the dialog boxes they see. You can use WebTrends Authentication to specify user names and passwords as well. Note: If your Web server is configured for Operating System Authentication, users must be present on the local machine or have a domain account. (If you choose not to set up a local user account, use Custom Authentication.) For full details on setting up a local user, please refer to your operating system s documentation. Adding Users To add a user: 1. In the left pane of the Admin Console, click Administration > Users. A list of the current administrators and users opens. 2. Click New User. The Adding User dialog box opens. General tab Set login information here. WebTrends User Accounts 119

120 3. In the Login Name text box, type the log in name for the user. If the Password and Confirm Password text boxes are displayed, type the password for the user. Note: The password field appears only if Custom Authentication is enabled. See Configuring web server settings on page 261 for more information. 4. Type a descriptive name in the User Name text box. WebTrends uses this description in user lists elsewhere in the program. 5. In the User Password section, choose one of the following options: Select your system to authenticate this user's password Select WebTrends software to do the authentication. If you choose WebTrends software, enter the password and confirm it in the accompanying text boxes so that the WebTrends software recognizes the user. 6. If at any time you need to disable this user s WebTrends access, select the Disable User check box here. Disabling does not delete or remove the user from WebTrends, just suspend the ability to access the program. Preferences Tab Use the Preferences dialog box to select preferences for this user regarding time zone and session timeout. Time Zone Select the system default time zone or select another time zone from the dropdown list for all events associated with this user. Session Timeout Select the system default session timeout or select another session timeout. Sessionizing is the process of assigning a unique visitor to one or more actions that occurred within a defined time period, or session. A session denotes a sequence of hits up until the point in which the gap between two successive hits is greater than the defined timeout session length (usually thirty minutes). If you modify the session timeout length, you affect the session visit count. For example, shortening the timeout length increases the count in the number of visits. 120 WebTrends Installation and Configuration Guide

121 User Rights Tab 7. To set WebTrends privileges for this user, select from the following options: Administration Module Analysis Options Custom Reports Export Reports Floating Dashboard Profiles Report Configuration Report Designer Reports Scheduler Module SmartView Templates Summary Tab 8. The Summary tab lists the current settings for the user you are adding. To save these settings, click OK. The user is added to the Users list. Note: Unless the user has Administrator Rights, give the user access to the profiles he or she will be working with. If you have questions about your user rights, see your company s WebTrends administrator for more information. To log in to the WebTrends software as a different user, close both the Admin Console dialog box and the initial Log In dialog box before relaunching the WebTrends software. WebTrends User Accounts 121

122 About Users View Only Permissions Users who have no other permissions than View Reports automatically use the WebTrends Desktop (Report Viewer) instead of the Admin Console. While they can view the reports, they do not have access to any of the other controls. The WebTrends User Guide is available to help orient view-only users to the WebTrends Desktop. This document can be found on the WebTrends CD-ROM in the Documentation directory or on the Web at ptw.aspx?action=14&prodtype=rcent&version=7.0&os=win WebTrends Installation and Configuration Guide

123 Chapter 8 Working with the Report Designer This chapter provides an overview to working with the WebTrends Report Designer. The following elements are discussed: Templates (covered in the follwing section) Dashboards (see page 126) Report Options (see page 129) Note: If you do not have access to these settings, you may not have been given administrative rights to edit them. If you have questions about your WebTrends user rights, please see your WebTrends administrator. Report Templates Specify the appearance of your reports using report templates. A report template defines the content and layout of the report, including the tables, graphs, and language used. You can start with a blank template or modify one of the report templates that WebTrends provides to create new ones. The report template settings are contained on four tabs. Template Settings Select Report Designer>Templates from the left pane of the Admin Console. A list of available templates opens to the right. The following graphic shows the Report Designer with the Templates list displayed. Working with the Report Designer 123

124 The icon preceding the name of the template indicates the template s type. Click the template name to view its settings. The trio of icons at the end of each template are commands for Edit, Copy, and Delete. The template settings are desribed in the following sections: General Tab Use the General dialog box to name your template and specify its type. Template Name Type a name that identifies this template. Templates are listed in the Web Analysis > Report Designer > Templates list and in the Report Templates list in Profiles > Reports. Template Type Specify this template's type. If you are editing a template, this control does not show. Content Tab The left side of the tab displays the Table of Contents for the selected template; select any item in it, and the selected report or dashboard appears to the right. The following list describes the buttons available in this dialog box: New Chapter Adds a chapter to the item you select in the left. Enter a description you want to use for the chapter in the text box that opens, and click Save at the bottom of the window. 124 WebTrends Installation and Configuration Guide