v.6.

Websense Integration Service

Reporting Installation and Configuration
for Blue Coat
Websense Integration Service Reporting Installation and Configuration for
Blue Coat
19962005, Websense Inc.
All rights reserved.
10240 Sorrento Valley Rd., San Diego, CA 92121, USA
Published September 29, 2005
Printed in the United States of America
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 Contents

Chapter 1 Getting Ready for Websense Reporting . . . . . . . . . . . . . . . . . . . . . . . . 5

What Gets Installed? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Recommended Reading. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
System Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Third-Party Software. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Eight Steps to an Easy Websense Installation. . . . . . . . . . . . . . . . . . . . . . 7
Configure Blue Coat for Websense Reporting . . . . . . . . . . . . . . . . . . . . . 8
Integration Service Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Websense Database Download and Reporter Configuration . . . . . . . . 8
Automatic Database Download Configuration . . . . . . . . . . . . . . . . . . 9
Log Server and Log Format Configuration . . . . . . . . . . . . . . . . . . . . 10
Default Logging Policy Configuration. . . . . . . . . . . . . . . . . . . . . . . . 11
Content Policy Origin Identification . . . . . . . . . . . . . . . . . . . . . . . . . 11
User Authentication . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Policy Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Chapter 2 Configuring Websense Reporting Options . . . . . . . . . . . . . . . . . . . . . 13
Access Websense Reporter Immediately . . . . . . . . . . . . . . . . . . . . . . . . 13
Configure Websense for Reporting Functionality. . . . . . . . . . . . . . . . . . 14
Define a Websense Password. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Define Report Administrator Roles . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Chapter 3 Supporting Websense Installations . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Troubleshooting Tips . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Uninstalling Websense Reporting Products . . . . . . . . . . . . . . . . . . . . . . 18
Were Here To Help . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

Installation Guide 3
Contents

4 Installation Service for Websense Reporting

CHAPTER 1
Getting Ready for Websense
Reporting
Websense, Inc., produces software that manages employee use of the internet. When a user within
your organization attempts to access an internet site, your Blue Coat appliance receives and filters the
request after consulting the comprehensive Websense Master Database. The database contains
categorized URLs that are associated with Websense risk classes.
Each time the Blue Coat appliance downloads the most recent version of the Websense Master
Database, Websense sends the latest list of categories and risk class names to the Log Database. This
keeps reports current and includes accurate classification information.
To configure and generate reports of internet activity that has been reported and logged by your Blue
Coat appliance, you must install Websense components, all of which are included with the Websense
installer. This document identifies the steps for installing Websense components you need to generate
reports on information of value to your organization.

What Gets Installed?

When you install Websense for your integration, all components are installed on one machine. The
custom Websense installer includes the following Websense components.
Policy Server, which stores categories, protocols, and risk class lists.
User Service, which populates user-related tables in the database.
Websense Manager, which configures User Service to query the appropriate directory service and
provides the means to assign administrative rights for reporting.
Log Server, which sends internet activity, categories, protocols, and risk class names to the Log
Database.
Log Database Manager, which allows you to manage database records.
Websense Reporter, which provides a view into the Log Database and generates reports.
Websense Enterprise Explorer, which presents data in a Web-based interface, with drill-down
access to data.
Websense Integration Service, which receives information from your Blue Coat appliance and
sends information to Policy Server.

Reporting Installation and Configuration 5

Chapter 1: Getting Ready for Websense Reporting

Recommended Reading

You may find it helpful to be familiar with the following documents before you begin your Websense
component installation.
For hardware and software requirements, read the Websense Enterprise Deployment Guide.
For detailed installation procedures, read the Websense Enterprise Installation Guide for use with
Universal Integrations and the Websense Enterprise Reporting Installation Guide.
For information about configuring roles for Report Administrators roles, read the Websense
Enterprise Administrators Guide and the Websense Enterprise Reporting Administrators Guide.
All Websense documents are available at http://www.websense.com/global/en/SupportAndKB/
ProductDocumentation/?Section=All.

System Requirements
Verify your system requirements before installing the Websense reporting products. For details, read
the Websense Enterprise Deployment Guide. This document is available at http://
www.websense.com/global/en/SupportAndKB/ProductDocumentation/?Section=All.

Third-Party Software
To install Websense reporting components for your integration, you need to have the following
software installed and running.
MSDE 2000 or SQL Server 2000. A database engine is necessary for reporting functions.
IIS or Apache. A Web server is necessary for Websense Enterprise Explorer, an easy-to-use,
Web-based reporting tool that provides drill-down access to data.
Acrobat Adobe. This is necessary if you want to download and read Websense documentation.
Internet Explorer v5.0 or higher. This is necessary for reporting functions and for online help
available in the Websense applications.

6 Websense Enterprise
 Chapter 1: Getting Ready for Websense Reporting

Eight Steps to an Easy Websense Installation

Follow the next procedure to install the Websense Enterprise Reporting components.
1. Log on to the installation machine with local and domain administrator privileges.
2. Download the Websense Setup v.6.1 installer. Make sure you select the installer appropriate for
your integration, and provide any information that is necessary. Downloads are available at http:/
/www.websense.com/global/en/Downloads/.

NOTE
Be sure you download the installer specifically designed for your Blue Coat
appliance. If you select an installer for a different appliance, the installer will not
work correctly.

3. Unzip the files to run the Windows installer. Setup.exe automatically opens the installation
wizard to walk you through the installation.
4. Follow prompts within the installation program to install Websense components.
5. If the machine where you are running the installer has multiple IP addresses, you will be
prompted by the installer to select the IP address of the Websense Log Server.
6. When prompted by the installer, enter the port number that represents your Websense Integration
Service (not the Log Server). Your integration product will need this port number to
communicate with the Websense Integration Service.
7. For example, if you assign port number 55080 to the Websense Integration Service, enter 55080.
8. Continue following prompts to complete the installation.

Reporting Installation and Configuration 7

Chapter 1: Getting Ready for Websense Reporting

Configure Blue Coat for Websense Reporting

Follow the steps below, in the order provided, to configure your Blue Coat appliance for Websense
communications, reporting, and logging functions.

Integration Service Setup

To configure your Blue Coat appliance to communicate with Websense services:
1. Open the Blue Coat Management console.
2. From the navigation pane at the left, select Content Filtering > General.
3. When the General page opens:
a. Make sure the Use Local database setting is checked.
b. Click in the Use 3rd party database list box, and then select Websense.
4. Click Apply to save your changes.

Websense Database Download and Reporter Configuration

To configure your Blue Coat appliance to communicate with the Websense Download Server and to
configure logging data:
1. Open the Blue Coat Management console.
2. In the navigation pane, select Content Filtering > Websense.
3. When the Websense page opens:
a. Verify or enter your Websense subscription key.
b. Enter or verify the entry download.websense.com in the Download Server field.
c. Enter an email address in the Contact e-mail field. This should identify a person whom
Websense, Inc., can contact in case of need.
d. Click Download Now to download the Websense Master Database. A dialog box opens and
informs you that the database download is in progress.

NOTE
Once you download the Websense Master Database, future downloads
contain only changed or added data. The Force Full Update selection
provides a way that you can request a complete download once your
first download has been completed.

e. Accept the default enabled setting for the Use regular expression filters option.
f. To set up the Websense Integration Service, enter the following data.
Make sure the Enabled option is marked. When marked, the Integration Service Host

8 Websense Enterprise
 Chapter 1: Getting Ready for Websense Reporting

and Port fields are active.

NOTE
If for any reason, you want to temporarily stop Websense
logging, remove the checkmark to disable this feature. Your
selection does not immediately take affect.

If you want to immediately stop logging, select Access Logging > General, and then
change any applicable settings in the logging fields to None.
In the Integration Service Host field, enter the IP address of the machine where you
installed Websense components.
In the Port field, enter or verify the port number 55080.
4. Click Apply to save your settings.

Automatic Database Download Configuration

Once you download the Websense Master Database, by default it will download every night at
midnight, as long as your machine can reach the Websense Download server. You can change the
default settings if you want.
1. Open the Blue Coat Management console.
2. In the navigation pane, select Content Filtering > Websense.
3. When the Websense page opens, click the Automatic Download tab, and then:
a. Identify whenor ifyou want the Websense Master Database to download:
If you want to set a time other than the default time of midnight, click in the Download
new filter list box, and select the hour of the day you want downloads to occur.
If you do not want to update your version of the database in the future, click in the
Download new filter checkbox to disable the download. Other settings on this page will
not apply.

NOTE
Disabling downloads of the Websense Master Database is not
recommended. If you do completely disable the database
download, the accuracy of your filtering policy will be
impacted because Internet sites can change rapidly.

b. Identify the days when the database download should or should not take place. Any days that
are check marked are the days when a download will occur, at the time you indicate in the
Download new filter list box.
4. Click Apply to save your changes.

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Chapter 1: Getting Ready for Websense Reporting

Log Server and Log Format Configuration

To configure your Blue Coat appliance for communications with Websense Log Server:
1. Open the Blue Coat Management console.
2. Select Access Logging, and then click the Logs tab if necessary.
3. When the Logs page opens, click New to open the Create Log dialog box.
a. Enter a name for the log object in the Log Name field.
b. Select Websense in the Log Format list box.
c. Enter a description for the log object in the Description field.
d. Accept the default settings for the size parameters.
e. Click OK to accept your entries, and to close the Create Log dialog box.
4. Click Apply to save your settings.
5. If you want to verify your settings, select Access Logging > General in the navigation pane. The
information here should reflect your entries and selections from Step 3.
6. Click the Upload Client tab to define logging parameters.
a. Select the log object you created in Step 3 from the Log list box.
b. In the Client type list box, select Websense Client if necessary.
c. Click Settings to identify the primary Websense server.
In the Host field, enter the IP address of the machine where you installed Websense
components.
In the Port field, accept the default port number, 55805.
Click OK to save your settings and close the dialog box.
d. Accept all default settings in the Transmissions Parameters panel for the time being. Later,
you can make the following changes in the Partial Buffer field to improve transmissions.
if you find that log transmissions are backing up, increase the numeric value to reduce the
back up.
if you find you need to speed log transmissions, decrease the numeric value.
7. Click Apply to save your settings.
8. Click the Upload Schedule tab. If you do not see the tab, click the Forward arrow in the upper
right corner of the pane until you do.
9. When the Upload Schedule page opens, define upload parameters for your Websense log object.
a. Select the Websense log object you created in Step 3 from the Log list box.
b. In the Upload Type panel, select continuously if it is not already selected.

10 Websense Enterprise
 Chapter 1: Getting Ready for Websense Reporting

10. Accept the default values for the wait and keep-alive times for now. You can change the
values later if necessary.

NOTE
The keep-alive time identifies how frequently the Blue Coat proxy sends a
Keep-Alive packet to the Websense Log Server to maintain an open
connection. A value of zero (0) in the Keep-Alive field essentially disables the
connection if no further log records need to be transmitted within a certain time
frame. The next time logged information needs to be uploaded, Blue Coat
reestablishes the connection.

11. Click Apply to save your settings.

Default Logging Policy Configuration

After you configure Log Server and log formats, you need to identify the default logging policy for
Websense.
1. Open the Blue Coat Management console.
2. In the navigation pane, select Access Logging > General.
3. When the Default Logging page opens, set the default logging policy.
a. In the HTTP/HTTPS list box, select Websense (Websense Log Server).
b. In the FTP list box, select Websense (Websense Log Server).
4. Click Apply to save your settings.

Content Policy Origin Identification

After you have configured Blue Coat communications to, and logging for, Websense reporting tools,
you need to define where policy data is coming from.

NOTE
Your Websense installation includes Websense Manager. Although the Websense
Manager includes policy configuration options, those settings do not impact an
embedded Blue Coat system.

To identify where policy data originates:

1. Open the Blue Coat Management console.
2. In the navigation pane, select Content Filtering > General.
3. When the General page opens, identify Websense as your provider.
a. Make sure the Use local database option is enabled.
b. In the Use 3rd party database list box, select Websense.

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Chapter 1: Getting Ready for Websense Reporting

4. If you want, you can check Websense categories by clicking View Categories. All Websense
categories are listed in an HTML format.

NOTE
If you try to view categories and the Websense Master Database has not been
downloaded or is in the process of downloading, messages inform you of the
current status.

5. If you want to test a URL against the Websense Master Database, use the Blue Coat test feature.
a. Enter a known URL in the URL field.
b. Click Test. An HTML page opens and identifies which database or databases is able to map
the URL, and for Websense, shows the category to which the URL is assigned.
For example, if you type www.playboy.com in the URL field, and then click Test, the HTML
page will show that www.playboy.com is in the Adult Content and Adult Material categories.
6. Click Apply to save your settings.

User Authentication
If you are setting user authentication for your Blue Coat appliance, check Blue Coat documentation
for details. If you need additional information, contact Blue Coat Technical Support.
Once you have configured the Blue Coat appliance for user authentication, you need to make sure the
same configuration is set in Websense Manager. For details, check the Websense Enterprise
Administrators Guide.

Policy Configuration
When you are ready to configure the Blue Coat policy, check Blue Coat documentation for details. If
you need additional information, contact Blue Coat Technical Support.

NOTE
Although Websense Manager includes options for configuring policies, those options
do not impact on-box Blue Coat configurations.

12 Websense Enterprise
CHAPTER 2
Configuring Websense Reporting
Options
Once you install Websense components for your Blue Coat appliance integration, you need to
configure Websense reporting options. There are three different ways you can set reporting options,
depending on your environment and on your Websense subscription.
Websense Reporter access. You can access Websense Reporter immediately after configuring
your Blue Coat appliance integration, as soon as data is available in the database. For details, read
Access Websense Reporter Immediately, page 13.
Websense Administrator access. The Websense Administrator access must be set to open
Websense Manager and to create Report Administrators. For details, read Define a Websense
Password, page 14.
Report administrator access. Report administration configuration is available in Websense
Manager. In addition to the Websense Administrator role, other staff members can be given
access rights to Websense Enterprise Explorer, and various views of the data in Explorer can be
assigned. For details, read Define Report Administrator Roles, page 14.

Access Websense Reporter Immediately

Once you have installed Websense reporting components and configured your Blue Coat appliance,
Websense Reporter is available immediately.
1. Go to the machine where you installed Websense components.
2. Select Start > Programs > Websense > Websense Reporting > Websense Reporter. The
Websense Reporter opens.
You can now view and/or schedule Websense reports. For details, read the online help or Websense
documentation, Websense Enterprise Reporting Administrators Guide and Websense Enterprise
Reporting Users Guide. Documentation is available in two locations:
Start > Programs > Websense > Documentation > Websense Enterprise Reporting
http://www.websense.com/global/en/SupportAndKB/ProductDocumentation/?Section=All

Reporting Installation and Configuration 13

Chapter 2: Configuring Websense Reporting Options

Configure Websense for Reporting Functionality

To use Websense reporting functions, you must use Websense Manager for the Websense Web
Reporting Tools to work. The next topics describe briefly the procedures that are necessary.

Define a Websense Password

A Websense password is necessary to access Websense Manager for report administrator
configuration, and to access the Websense Web Reporting Tools. The password you enter is
automatically associated with the WebsenseAdministrator user name.
To define the Websense password:
1. Go to the machine where you installed Websense components, and open Websense Manager. You
must have local and domain access rights.
2. Double-click the Policy Server icon in the navigation pane. The Password dialog box opens.
3. Enter the password, and then confirm it. This password allows you to access Websense Manager
and Websense Reporting Tools. You can now:
close Websense Manager and use Websense Web Reporting Tools immediately. You will log
on with the user name WebsenseAdministrator and use the password you just entered
remain in Websense Manager and set reporting roles, as defined in the next topic.

Define Report Administrator Roles

For Websense reporting functions in v.6.1, you can define Report Administrator roles, which impact
the Web Reporting Tools a user can access, and how the user sees information. You define reporting
roles in Websense Manager.
To define report administrator roles:
1. Go to the machine where you installed Websense components, and open Websense Manager. You
must have local and domain access rights.
2. Double-click the Policy Server icon in the navigation pane, and then enter the password.
3. In the navigation pane, right-click, and then select Add a role from the drop-down menu. The
Add New Role Dialog box opens.
4. Enter a meaningful name, and then click OK to close the dialog box.
5. Expand the Administration tree, and then select the role you just added. The content pane on the
left is populated with user and permission details.
6. Click Edit to add staff members to the role. You may add individuals or groups. Use online help
for assistance. Close the window when you are done.
7. In the content pane, define reporting permissions. Check the boxes or buttons to grant
permissions for the role you just defined.
Check Websense Enterprise Explorer to allow staff in this role to generate reports using
Websense Enterprise Explorer.
Check Hide user names in reports to make report entries anonymous in reports these
administrators run.
Check Schedule Favorite reports to allow staff in this role to set Favorite reports to run
in Explorer.

14 Websense Enterprise
 Chapter 2: Configuring Websense Reporting Options

Check Save Favorite reports to allow staff in this role to create and save report criteria
for repeated use.
Check Log Database Manager to allow staff in this role to use Log Database Manager to
manage log database contents.
8. Click Save Changes (above the navigation tree) to save the configuration for this role
Anyone associated with a Report Administrator role can access Web Reporting Tools, based on the
report permissions configured for the role. To log on and use Web Reporting Tools, a user needs the
following.
The URL for the Web Reporting Tools
His or her own network user name as the user name for Web Reporting Tools
His or her own password, associated with the network user name, as the password for Web
Reporting Tools

Reporting Installation and Configuration 15

Chapter 2: Configuring Websense Reporting Options

16 Websense Enterprise
CHAPTER 3
Supporting Websense Installations
This chapter describes troubleshooting tips for your Blue Coat integration, uninstalling Websense
components, and where additional information is available.

Troubleshooting Tips
Check this topic for troubleshooting tips that may impact your ability to use Websense reporting
components.

Problem Solution

At some translation sites, when the This problem has been resolved by Blue
Websense option "Use regular Coat. The solution is included in SGOS SG
expression filters" is set to yes, the 3.2.5.1 and higher releases.
Websense filter was bypassed. This
occurred in situations where no
blocked category was found in the
database.

Group-based reports for NTLM
requests are not being generated as
expected.
There is useless data showing up in
the Log Server database
USER_NAMES and INCOMING
tables.
URLs that are marked as
Uncategorized Miscellaneous are
not properly tracked in reports.
Log requests are not being
generated.
The Blue Coat machine says that
CPU usage is at 100% after
downloading the Websense Master
Database.
This problem has been resolved by Blue
Coat. The solution is included in SGOS
3.2.4.x releases.
This problem has been resolved by Blue
Coat. The solution is included in SGOS
3.2.4.x releases.
Blue Coat is addressing this issue.
The Blue Coat appliance is not configured
correctly to communicate with the Log
Server. Check and make sure the Log
Server IP address and port settings are
correct. For access, open the Blue Coat
Management console, and then click the
Upload Client tab to define logging
parameters.
This problem has been resolved by Blue
Coat. The problem was fixed in SGOS
3.2.3.x.

Reporting Installation and Configuration 17

Chapter 3: Supporting Websense Installations

Problem Solution

Group-based reports for LDAP
requests are not being generated as
expected.
Web Reporting Tools are not
accessible to anyone, including the
administrator.
Log requests are not being
generated.
There is no category information
listed in the reports.
This problem has been resolved by Blue
Coat. The problem was fixed in SGOS
3.2.3.x.
You have not logged on to Websense
Manager yet. See Define a Websense
Password.
Blue Coat is not configured correctly to
communicate with Websense Log Server.
Make sure Blue Coat is using the correct
Log Server IP address and port settings.
Blue Coat is not configured correctly for
communications with the Websense
Integration Service. Check the Integration
Service IP address and port settings to
make sure they are correct.

Uninstalling Websense Reporting Products

If you plan to move the reporting service to another machine you must first uninstall Websense
components.
1. Stop the Websense Integration Service.
a. Select Start > Control Panel > Administrative Tools > Services.
b. In the Services pane, locate the Websense Integration Service, and then right-click it.
c. From the drop-down menu, and then select Stop.
2. Run the Websense installer to uninstall Websense products.
a. Follow onscreen prompts.
b. When asked if you want to add, repair, or remove Websense components, select the Remove
option.

Were Here To Help

Websense, Inc., is ready to help if you have questions during your installation of Websense reporting
products:
Documentation: Documentation is available at http://www.websense.com/global/en/
SupportAndKB/ProductDocumentation/?Section=All. Documents and online help are available
at remote machines after installation. The documents include the following.
Websense Enterprise Deployment Guide
Websense Enterprise Installation Guide for use with Universal Integrations
Websense Enterprise Administrators Guide
Websense Enterprise Reporting Installation Guide

18 Websense Enterprise
 Chapter 3: Supporting Websense Installations

Websense Enterprise Reporting Administrators Guide

Websense Enterprise Reporting Users Guide
Tutorials: Tutorials show how to, and are available at http://www.websense.com/global/en/
SupportAndKB/VideoTutorials/.
Knowledge Base: The Websense Technical Support Knowledge Base has answers about, and
solutions to, known issues. The Knowledge Base is at http://www.websense.com/global/en/
SupportAndKB/.
Technical Support: Websense Technical Support can be accessed online at http://
www.websense.com/global/en/SupportAndKB/ or via telephone at 1-858-458-2940 (USA) or
+44 (0) 1932 796244 (England).

Reporting Installation and Configuration 19

Chapter 3: Supporting Websense Installations

20 Websense Enterprise