M86 Security 300 Bedienungsanleitung

M86 Security Reporter

INSTALLATION GUIDE

Models: 300, 500, 700, 705, 730, 735

Software Version: 3.0.00

Document Version: 10.30.10

II M86 SECURITY INSTALLATION GUIDE

M86 SECURITY REPORTER INSTALLATION GUIDE FOR

300, 500, 700, 705, 730, 735 MODELS

This document may not, in whole or in part, be copied, photocopied, reproduced, trans-

lated, or reduced to any electronic medium or machine readable form without prior writ-

ten consent from M86 Security.

Every effort has been made to ensure the accuracy of this document. However, M86

Security makes no warranties with respect to this documentation and disclaims any

implied warranties of merchantability and fitness for a particular purpose. M86 Security

shall not be liable for any error or for incidental or consequential damages in connec-

tion with the furnishing, performance, or use of this manual or the examples herein.

Due to future enhancements and modifications of this product, the information

described in this documentation is subject to change without notice.

Trademarks

Other product names mentioned in this manual may be trademarks or registered trade-

marks of their respective companies and are the sole property of their respective man-

ufacturers.

Part# SR-IG-101030

M86 SECURITY INSTALLATION GUIDE iii

CONTENTS

M86 SR A

PPLIANCE

NTRODUCTION

................................................................1

About this Document...................................................................................................... 2

Security Reporter Models 705 and 735. ........................................................................ 3

System x3620 M3 Type 7376 Installation and User’s Guide ...................................................3

System x3620 M3 Rack Installation Instructions ...................................................................... 3

Integrated Management Module User’s Guide ........................................................................3

Conventions Used in this Document. ........................................................................... 4

ERVICE

NFORMATION

....................................................................................5

M86 Technical Support Call Procedures. ..................................................................... 5

IBM System x3620 M3 Support...................................................................................... 5

RELIMINARY

ETUP

ROCEDURES

.................................................................6

Unpack the Unit from the Carton................................................................................... 6

Select a Site for the Server............................................................................................. 7

300 Model Server Setup Procedures .......................................................................................7

Set Top Applications ..........................................................................................................7

Optional 1U 2-Unit Tray Kit Applications ........................................................................... 7

Rack Mount the Server. .................................................................................................. 8

Rack Setup Precautions ...........................................................................................................8

Rack Mount Instructions for 500 Model Servers ...................................................................... 9

Rack Setup Suggestions ...................................................................................................9

Install the Inner Slides .......................................................................................................9

Install the Outer Slides ......................................................................................................9

Install the Slide Assemblies to the Rack .......................................................................... 10

Install the Chassis into the Rack . .................................................................................... 11

Rack Mount Instructions for 700 and 730 Model Servers ......................................................12

Rack Setup Suggestions .................................................................................................12

Identify the Sections of the Rack Rails ............................................................................12

Install the Inner Rails . ......................................................................................................13

Install the Outer Rails ......................................................................................................13

Install the Server into the Rack ........................................................................................15

Install the Server into a Telco Rack .................................................................................16

Install the Bezel on the 500, 700, and 730 Model Chassis ....................................................17

Check the Power Supply. ............................................................................................. 18

Power Supply Precautions .....................................................................................................18

General Safety Information. ......................................................................................... 18

Server Operation and Maintenance Precautions ................................................................... 18

AC Power Cord and Cable Precautions .................................................................................19

Electrical Safety Precautions .................................................................................................19

Motherboard Battery Precautions ..........................................................................................20

NSTALL

THE

ERVER

....................................................................................21

CONTENTS

iv M86 SECURITY INSTALLATION GUIDE

Step 1: Setup Procedures. ........................................................................................... 21

Quick Start Setup Requirements ............................................................................................ 21

LCD Panel Setup Requirements ............................................................................................ 21

Step 1A: Quick Start Setup Procedures...................................................................... 22

Storage Device Setup (for Attached Storage Units) ............................................................... 22

Link the Workstation to the SR ...............................................................................................22

Monitor and Keyboard Setup ...........................................................................................22

Serial Console Setup .......................................................................................................22

Power on the SR ....................................................................................................................23

Power up a 300 Model ..................................................................................................... 23

Power up a 500, 700, or 730 Model . ...............................................................................24

Power up a 705 or 735 Model .........................................................................................24

HyperTerminal Setup Procedures ..........................................................................................25

Login screen ...........................................................................................................................28

Quick Start menu screen ........................................................................................................28

Quick Start setup ....................................................................................................................29

Configure network interface LAN1 ................................................................................... 30

Configure network interface LAN2 ...................................................................................30

Configure default gateway ...............................................................................................30

Configure DNS servers .................................................................................................... 30

Configure host name ....................................................................................................... 30

Time Zone regional setting .............................................................................................. 31

Configure setup wizard user ............................................................................................31

Non-Quick Start procedures or settings ........................................................................... 32

Reboot system ...........................................................................................................32

Change Quick Start password ...................................................................................32

Reset Admin account .................................................................................................32

System Status screen ............................................................................................................33

Log Off, Disconnect the Peripherals ......................................................................................33

Step 1B: LCD Panel Setup Procedures....................................................................... 34

Storage Device Setup (for Attached Storage Units) ............................................................... 34

LCD Panel ..............................................................................................................................34

LCD panel keypad ...........................................................................................................34

LCD Menu . ......................................................................................................................35

M86 menu ..............................................................................................................................35

IP / LAN1 and 2 . ..............................................................................................................36

Gateway ..........................................................................................................................36

DNS 1 and 2 ....................................................................................................................36

Host Name .......................................................................................................................37

Regional Setting (Time Zone, date, time) ........................................................................37

Configure Setup Wizard User ..........................................................................................37

Non-Quick Start procedures or settings ........................................................................... 38

SR Patch Level ..........................................................................................................38

Reset Admin Account.................................................................................................38

Reboot........................................................................................................................ 38

Shutdown ...................................................................................................................38

LCD Options menu .................................................................................................................39

Heartbeat .........................................................................................................................39

Backlight ..........................................................................................................................39

LCD Controls ...................................................................................................................39

Step 2: Physically Connect the Unit to the Network.................................................. 40

Bandwidth Management ........................................................................................................40

Step 3: Access the SR and its Applications Online................................................... 41

CONTENTS

M86 SECURITY INSTALLATION GUIDE v

Access the SR via its LAN 1 IP Address ................................................................................ 41

Accept the Security Certificate in Firefox ...............................................................................42

Temporarily Accept the Security Certificate in IE ...................................................................44

Accept the Security Certificate in Safari .................................................................................45

Accept the End User License Agreement ..............................................................................46

Log in to the Security Reporter Wizard ..................................................................................47

Use the SR Wizard to Specify Application Settings ...............................................................47

Enter Main Administrator Criteria ..................................................................................... 47

Enter Bandwidth Range ...................................................................................................48

Enter Web Filter Setup Criteria ........................................................................................48

SWG Setup Criteria .........................................................................................................48

Save settings ...................................................................................................................48

Step 4: Generate SSL Certificate................................................................................. 49

Generate a Self-Signed Certficate for the SR ........................................................................ 49

IE Security Certificate Installation Procedures .......................................................................51

Accept the Security Certificate in IE ................................................................................ 51

Windows XP or Vista with IE 7 or 8............................................................................51

Windows 7 with IE 8................................................................................................... 55

Map the SR’s IP Address to the Server’s Host Name .....................................................56

Step 5: Add Web Filter, SWG to Device Registry....................................................... 58

Add a Web Filter Device ........................................................................................................58

Add an SWG Device ..............................................................................................................59

Step 6: Set up Web Filter, SWG Log Transfers. ......................................................... 60

Web Filter Setup ....................................................................................................................60

Web Filter Configuration ..................................................................................................60

Web Filter Log Transfer Verification . ...............................................................................61

Set Self-Monitoring .......................................................................................................... 62

SWG Setup ............................................................................................................................63

SWG Configuration for Software Version 10.0 ................................................................63

Configure SWG to Send Logs to the SR....................................................................63

Policy Settings............................................................................................................ 64

SWG Configuration for Software Version 9.2.5 . ..............................................................65

Configure SWG to Send Logs to the SR....................................................................65

Policy Settings ........................................................................................................... 66

Single Sign-On Access, Default Username/Password. ............................................. 67

Single Sign-On Access ..........................................................................................................67

Default Usernames and Passwords .......................................................................................67

ONCLUSION

................................................................................................68

EST

EPORTING

RACTICES

.......................................................................69

Report Manager Usage Scenarios............................................................................... 70

I. Summary Report and Drill Down Report exercise ..............................................................70

Step A: Use Summary Reports for a high level activity overview ...................................70

Step B: Further investigate using a Summary Drill Down Report ................................... 71

Step C: Create a new report using yesterday’s date scope .............................................72

Step D: Create a double-break report with two sets of criteria .......................................73

Step E: Create a Detail Drill Down Report to obtain a list of URLs ..................................74

II. Double-break Report and Export Report exercise .............................................................75

Step A: Drill down to view the most visited sites in a category ........................................75

Step B: Modify the report view to only display top 10 site records .................................. 76

CONTENTS

vi M86 SECURITY INSTALLATION GUIDE

Step C: Export the report view in the PDF output format ................................................77

III. Save and schedule a report exercise ................................................................................ 78

Step A. Save a report ......................................................................................................78

Step B. Schedule a recurring time for the report to run ................................................... 79

IV. Create a Custom Category Group and generate reports ..................................................80

Step A: Create a Custom Category Group ......................................................................80

Step B: Run a report for a specified Custom Category Group .........................................81

V. Create a custom User Group and generate reports ..........................................................82

Step A: Create a custom User Group ..............................................................................82

Step B: Generate a report for a custom User Group .......................................................83

Real Time Reports Usage Scenarios........................................................................... 84

I. Screen navigation exercise .................................................................................................84

Step A: Navigate panels in the Gauges section .............................................................. 84

Step B: Navigate panels in the Policy section .................................................................85

II. Drill down into a gauge exercise ........................................................................................85

Step A: Select the gauge with the highest score .............................................................85

Step B: Investigate a user’s activity in a specified gauge ................................................ 87

Step C: Investigate the user’s Internet activity in other gauges ....................................... 88

III. Create a gauge exercise ...................................................................................................89

Step A: Access the Add/Edit Gauges panel ....................................................................89

Step B: Add a URL Gauge ..............................................................................................90

IV. Create an email alert exercise ..........................................................................................92

Step A: Add a new alert ...................................................................................................92

Step B: Select Email Alert Action . ................................................................................... 94

Step C: Receiving an email alert . ....................................................................................95

Security Reports Usage Scenarios. ............................................................................ 96

I. Explore the four basic Security Reports types ....................................................................96

Step A: Navigate to the Blocked Viruses report ..............................................................96

Step B: Navigate to the Security Policy Violations report ................................................ 97

Step C: Navigate to the Traffic Analysis report ................................................................97

Step D: Navigate to the Rule Transactions report ...........................................................98

Step E: Modify the current report view ............................................................................98

II. Create a customized Security Report ..............................................................................100

Exercise A: Use the current view to generate a custom report ......................................100

Exercise B: Use the Report Wizard to run a custom report ...........................................102

III. Export a Security Report .................................................................................................103

Step A: Specify records to include in the report ............................................................103

Step B: Specify Break Type and URL limitation criteria .................................................103

Step C: Download or email the report ...........................................................................103

Option 1: Download the report .................................................................................103

Option 2: Email the report ........................................................................................103

Step D: View the exported Security Report ...................................................................104

IV. Save a Security Report ...................................................................................................105

Step A: Select Report Settings, Save option .................................................................105

Step B: Specify criteria in the Report Details frame .......................................................106

Step C: Select the users or group in the Users frame ...................................................106

Step D: Populate the Email Settings frame . ..................................................................107

Step E: Save the report .................................................................................................107

V. Schedule a Security Report to run ................................................................................... 107

Exercise A: Use the current report view to schedule a run event ..................................107

Exercise B: Use the Wizard to create and schedule reports . ........................................110

Access the Report Schedule panel . ..............................................................................111

View Details for a Scheduled Report Run Event......................................................111

MPORTANT

NFORMATION

ABOUT

USING

THE

VALUATION

ODE

113

CONTENTS

M86 SECURITY INSTALLATION GUIDE vii

Evaluation Mode Pop-Up............................................................................................ 113

Report Manager Server Information Panel. .............................................................. 114

LED I

NDICATORS

AND

UTTONS

.................................................................115

Front Control Panels on 500, 700 and 730 Models. ................................................. 115

Rear Panel on the 700 and 730 Model....................................................................... 116

Front Control Panel on a 300 Model.......................................................................... 116

Chassis Panels on a 705 and 735 Model................................................................... 116

EGULATORY

PECIFICATIONS

AND

ISCLAIMERS

.......................................117

Declaration of the Manufacturer or Importer............................................................ 117

Safety Compliance ...............................................................................................................117

Electromagnetic Compatibility (EMC) ..................................................................................117

Federal Communications Commission (FCC) Class A Notice (USA) ..................................117

FCC Declaration of Conformity ............................................................................................117

Electromagnetic Compatibility Class A Notice .....................................................................117

Industry Canada Equipment Standard for Digital Equipment (ICES-003) .....................117

EC Declaration of Conformity ...............................................................................................118

European Community Directives Requirement (CE) .....................................................118

PPENDIX

A: F

IBRE

HANNEL

ONNECTED

TORAGE

EVICE

.....................119

Preliminary Setup Procedures................................................................................... 119

Unpack the Unit from the Carton ..........................................................................................119

Other Required Installation Items .........................................................................................119

Rack Mount the Server ........................................................................................................120

Rack Mount Components ..............................................................................................120

Rack Setup Precautions ................................................................................................120

Step 1 . ...........................................................................................................................121

Step 2 ............................................................................................................................121

Step 3 ............................................................................................................................121

Step 4 . ...........................................................................................................................122

Step 5 ............................................................................................................................122

Step 6 ............................................................................................................................122

Install the Unit. ............................................................................................................ 123

Link the SR Unit with the Fibre Channel Connected Device ................................................123

Shut Down, Restart Procedures ........................................................................................... 124

Shut Down the Storage Device Unit ..............................................................................124

Restart the Storage Device Unit ....................................................................................124

Physical Components................................................................................................. 125

LED Display .........................................................................................................................126

Temperature and Ventilation Status ..............................................................................126

Power Supply Status .....................................................................................................126

Management Alarm .......................................................................................................126

Silence Button ...............................................................................................................126

Disc Drive Alarm ............................................................................................................126

Disk Drive Activity .......................................................................................................... 126

CONTENTS

viii M86 SECURITY INSTALLATION GUIDE

PPENDIX

B: O

PTIONAL

THERNET

NSTALLATION

...............................127

Preliminary Setup Procedures................................................................................... 127

Unpack the Ethernet Tap Unit from the Box ........................................................................127

Other Required Installation Items .........................................................................................127

Install the Ethernet Tap Unit. ..................................................................................... 127

NDEX

.........................................................................................................129

M86 SR APPLIANCE INTRODUCTION

M86 SECURITY INSTALLATION GUIDE 1

M86 SR APPLIANCE INTRODUCTION

Thank you for choosing to install and evaluate the M86 Security Reporter appli-

ance. The Security Reporter (SR) from M86 Security consists of the best in breed

of M86 Professional Edition reporting software consolidated into one unit, with the

capability to generate productivity reports of end user Internet activity from M86

Web Filter and/or M86 Secure Web Gateway (SWG) appliance(s), and security

reports from an SWG.

Using a Web Filter, you have the option to use an SR 300, 500, 700 or 730 Equus

model, or an SR 705 or 735 IBM model.

Using an SWG, you have the option to use an SR 705 or 735 IBM model.

Using both a Web Filter and an SWG, you have the option to use either an SR 705

or 735 IBM model.

Logs of end user Internet activity from a Web Filter and/or SWG are fed into SR,

giving you an overall picture of end user productivity in a bar chart dashboard, and

the ability to interrogate massive datasets through flexible drill-down technology,

until the desired view is obtained. This “view” can be memorized and saved to a

user-defined report menu for repetitive, scheduled execution and distribution.

Web Filter logs provide content for dynamic, real time graphical snapshots of

network Internet traffic. Drilling down into the URL categories or bandwidth gauges

dashboard quickly identifies the source of user-generated Web threats. SWG logs

provide content for bar charts detecting security threats on the network so that

prompt action can be taken to terminate them before they become a liability on

your network.

Using the SR, threats to your network are readily targeted, thus arming you with

the capability to take immediate action to halt the source, secure your network, and

protect your organization against lost productivity, network bandwidth issues, and

possible legal problems that can result from the misuse of Internet and intranet

resources.

Quick setup procedures to implement the best reporting practices are included in

the Best Reporting Practices section that follows the Conclusion of this guide.

M86 SR APPLIANCE INTRODUCTION ABOUT THIS DOCUMENT

2M86 SECURITY INSTALLATION GUIDE

About this Document

This document is divided into the following sections:

•Introduction - This section is comprised of an overview of the SR product and

how to use this document

•Service Information - This section provides M86 Security contact information

•Preliminary Setup Procedures - This section includes instructions on how to

physically set up the SR appliance in your network environment

•Install the Server - This section explains how to configure the SR for reporting

•Conclusion - This section indicates that the installation steps have been

completed

•Best Reporting Practices - This section includes reporting scenarios and

instructions for implementing the best reporting practices to capture a snapshot

of end user activity on your network that tells you whether or not policies are

being enforced

•Evaluation Mode - This section gives information on using the SR in the eval-

uation mode

•LED Indicators and Buttons - This section explains how to read LED indica-

tors and use LED buttons for troubleshooting the unit

•Regulatory Specifications and Disclaimers - This section cites safety and

emissions compliance information for specified SR models

•Appendices - Appendix A explains how to set up the optional NAS (Fibre

Channel Connected Storage Device or “SAN”) unit. Appendix B explains how to

install the optional Ethernet Tap device on your network for bandwidth moni-

toring.

•Index - An alphabetized list of some topics included in this document

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