PC Direct 1995 May

home *** CD-ROM | disk | FTP | other *** search

/ PC Direct 1995 May / PC Direct CD-ROM (May 1995).ISO / ipe / manuals / sm43 / smintro.txt < prev next >

Wrap

Text File | 1994-08-02 | 59.4 KB | 1,578 lines

SiteMeter Version 4.3 Copyright 1994 by McAfee, Inc. All Rights Reserved. Copyright 1994 by McAfee, Inc. All rights reserved. McAfee is a registered trademark of McAfee, Inc. LAN Inventory, NetRemote, SiteMeter BrightWorks, and LAN Support Center re trademarks of McAfee, Inc. All other products or services mentioned in this document are identified by the trademarks or service marks of their respective companies or organizations. McAfee, Inc. 2710 Walsh Avenue Santa Clara, CA 95051-0963 U.S.A. Technical Support Information ----------------------------- Phone (908) 530-9650 FAX (908) 576-8867 Hours 9 a.m. to 7 p.m. EST McAfee BBS (408) 988-4004 1200 bps to 14,400 bps 8 bits, no parity, 1 stop bit 24 hours, 365 days a year Compuserve GO MCAFEE Internet customer_service@brightwork.com If you are not a customer located in the U.S. or Canada, you can contact a McAfee authorized agent. Agents are located in more than 50 countries aroudn the world and provide local sales and support for our software. Please refer to the AGENTS.TXT file for a complete list of McAfee agents. About SiteMeter's Text Files The SiteMeter manual is split into three different text files as follows: o SMintro.txt - Contains product overview, installation, quick start guide and a tutorial. o SMusage.txt - Contains complete instructions on using SiteMeter. o SMref.txt - Contains error messages, equipment database lists, and a chart describing additional appendices. Each text file has its own list of headings. SMINTRO.TXT Headings: 1.0 Introduction 1.1 About SiteMeter 1.1.1 File Server Agent Method for DOS 1.1.2 Workstation Security Agent 1.2 SiteMeter's Components 1.2.1 The License Server NLM/VAP 1.2.2 The File Server Agent NLM 1.2.3 The Workstation Security Agent 1.2.4 The Usage Monitor 1.2.6 The Report Utility 1.3 SiteMeter's Features 1.4 Environment 1.4.1 Server Requirements 1.4.2 Administrator Console Requirements 1.4.3 Workstation Requirements 1.4.4 Requirements for NetWare v. 3.11 fileserver: 1.4.5 LANDR3.EXE 233,440 05-18-94 3:13p 1.4.6 Requirements for NetWare v. 3.12 fileserver 1.4.7 Requirements for NetWare v. 4.X fileserver 1.5 How This Manual Is Organized 2.0 Installation 2.1 Before Installation 2.1.1 Determining Version Numbers 2.2 SiteMeter Installation Instructions 2.3 Basic Install 2.4 Upgrade Procedures 2.5 Installing NLMs 2.6 Troubleshooting 3.0 Getting Started 3.1 Introduction 3.1.1 What's in this Chapter 3.2 The SiteMeter Console 3.2.1 Windows Terms 3.2.2 Accessing SiteMeter 3.2.3 Exiting SiteMeter 3.2.4 SiteMeter Menu Bar 3.2.5 SiteMeter Tool Bar 3.2.6 Using the Keyboard 3.2.7 SiteMeter's Help Facility 3.3 Printer Setup and Administration 3.3.1 Changing Print Settings 3.4 Error Handling 3.5 Quick Start Guide 3.5.1 Load the NLMs 3.5.2 Set up a Windows PC for Metering 3.5.3 Automatic File Updating 3.5.4 Setting Up A Straight DOS PC For Metering 3.5.5 Locking Out Local Drives 3.5.6 Activating Directory Trustee Rights 3.5.7 Directory Trustee Rights on a Straight DOS PC 3.5.8 Software Updates 3.5.9 Virus Protection 3.5.10 Tutorial 3.6 Tutorial 3.6.1 Creating a Metered Application 3.6.2 Viewing Application Usage 3.6.3 Creating an Authorized File 3.6.4 Specifying the File Scan Interval 1.0 Introduction Welcome to SiteMeter, the comprehensive software control solution for your local area network! SiteMeter is a member of McAfee's family of intuitive LAN support tools, a group of network applications all designed to reduce the cost of LAN ownership. 1.1 About SiteMeter SiteMeter controls your LAN software--so you stay legal. And it helps you reduce your software expenditures. In addition to offering industry--standard metering methods, SiteMeter also includes an NLM-based process that both eliminates workstation administration and improves security. Now you can meter your network software without a workstation agent. Plus SiteMeter provides comprehensive reports with all the management information you need to make informed decisions about your network. Because McAfee has been perfecting software metering since 1988, you are getting the most comprehensive package available. Take, for example, the ability to meter suites of applications (e.g., Microsoft Office). With SiteMeter, you can ensure accurate license compliance with groups of files which are governed by a single license agreement. NOTE: SiteMeter fully integrates with BrightWorks, McAfee's software management solution. If you purchased BrightWorks, this manual is provided with the product to describe the functionality of BrightWorks' metering component. 1.1.1 File Server Agent Method for DOS By using a file server agent to meter your DOS, Windows and OS/2 based network software, no workstation software is required. Because software usage is tracked at the system level, you gain: o Compatibility with NetWare 3.x o Tracking of all DOS, Windows, and OS/2 software at the file server via the NLM o Metering without workstation software This method involves the Proxy NLM directly. To use this option you must be running NetWare 3.x. Before a user fully loads an application, the Proxy NLM intercepts the request and checks to verify that the application is available. If the NLM grants permission, the user is permitted to use the application. Using the Proxy NLM does not consume any additional memory on the workstation and is the least intrusive method of providing software metering. 1.1.2 Workstation Security Agent In addition to multiple methods of metering, SiteMeter also provides an optional workstation security agent. This method: o Is compatible with NetWare 2.x and 3.x o Tracks all DOS and Windows software usage via the workstation TSR and file server NLM or VAP o Can disable local drives o Can prevent execution of local files The workstation security agent is Swatcher and is a DOS TSR which requires 5K. Swatcher is included in the package but should be loaded only if the above capabilities are required. You can also load Swatcher for metering purposes if you choose not to use the file server agent method for metering DOS applications. 1.2 SiteMeter's Components 1.2.1 The License Server NLM/VAP SITEMETR.NLM/SITEMETR.VAP is the module responsible for granting or denying permission to execute applications. It resides on the file server. Using this module with one of the metering methods, you can: o Control all access to metered applications o Track software usage on your network 1.2.2 The File Server Agent NLM SMRPROXY.NLM is the file server agent method of software metering and file protection for your DOS, Windows and OS/2 software. As users request permission to use applications, the File Server Agent NLM communicates with the License Server NLM/VAP. Using SMRPROXY.NLM, you can: o Determine if the applications are available to run o Meter software without any workstation software on DOS workstations for NetWare 3.x file servers 1.2.3 The Workstation Security Agent SWATCHER.COM is the workstation security agent method for software metering and file protection. It acts as a messenger between the application and the file server. Using SWATCHER.COM, you can: o Automatically log out users who have tried to circumvent SiteMeter capability o Restrict local execution o Disable local drives 1.2.4 The Usage Monitor USAGE.EXE is a SiteMeter metering utility that you can make available to your network users. Using this Windows utility, the users can determine who is using a metered application in real time. With USAGE.EXE, the users can: o View a list of both current and queued users of an application o Send current or queued users a NetWare Send Message 1.2.5 The Report Utility SREPORT.EXE generates a variety of reports with useful information about software usage on your network. Using this Windows application, you can: o Determine the number of concurrent, queued and peak users for an application o Identify the number of licenses needed to accommodate current need, as well as a 10% increase and a 20% increase o Access information about the activity on virus secured files and applications 1.3 SiteMeter's Features SiteMeter is packed with features that aid you in controlling the usage of your network software, such as: o Flexible metering methods to give you a choice between NLM and TSR- based meteringùusing a workstation agent isn't necessary with SiteMeter o Easy and simple installation of the metering methods to decrease administrative burden o Option to prevent users from using local drives with an optional workstation TSR to help you maintain network integrity o Real time trustee rights granting tied to application usage (masking) to control access to sensitive or critical network applications o Metering for DOS and Windows programs to ensure compliance with software license agreements o Graphical display of software usage to help you make purchase decisions o Queue back for metered applications to ensure license compliance and maximize the effectiveness of available resources o Suite metering for accurate enforcement of concurrent license agreements for suite applications, such as Microsoft Office o Virus protection to prevent costly downtime due to corrupted files In addition to these capabilities, you can also access other McAfee management solutions from the SiteMeter console by choosing the appropriate tool bar button. Refer to Chapter 3 for instructions on using the tool bar. If you wish to access McAfee's NetRemote from SiteMeter, choose the Remote tool bar button and then refer to your NetRemote manual for usage instructions. If you wish to access McAfee's LAN Support Center from SiteMeter, choose the Tickets tool bar button and then refer to your LAN Support Center manual for usage instructions. If you wish to access McAfee's NetShield from SiteMeter, choose the NetShield tool bar button and then refer to your NetShield manual for usage instructions. NOTE: Refer to Appendix E for instructions on enabling SiteMeter smart-launch within NMS. 1.4 Environment The following criteria must be met in order to run SiteMeter: 1.4.1 Server Requirements o Network Operating System: Novell NetWare 2.x, 3.x, and 4.0 (with bindery emulation only) o Network Disk Space: 15 MB required 25 MB recommended o Btrieve Database Access: BTRIEVE.NLM (for SREPORTS only) 1.4.2 Administrator Console Requirements o Operating System: DOS 3.3 or greater o User Interface: Microsoft Windows 3.1 in enhanced mode o Btrieve Database Access: server based: BREQUEST.EXE 6.1 or greater local based: BTRIEVE.EXE (for SREPORTS only) o CPU: 386SX or higher o RAM: 2 MB o Disk Space: 11 MB o Monitor: VGA or better 1.4.3 Workstation Requirements o Operating System: DOS 3.3 or greater o Btrieve Database Access: server based: BREQUEST.EXE 6.1 or greater local based: BTRIEVE.EXE (for SREPORTS only) o RAM: minimum of 640K o CPU: 386SX or higher o Ability to restrict access to local drives: SWATCHER.COM TSR 5K 1.4.4 Requirements for NetWare v. 3.11 fileserver: The new SMRPROXY.NLM which ships with SiteMeter v. 4.2 (and BrightWorks v. 1.1) is 'LSL based'. That means that to successfully run the SMRPROXY.NLM on NetWare v. 3.11, you must load the LSLENH.NLM on the fileserver. The LSLENH.NLM requires that the PATCHMAN.NLM and the latest LAN drivers (.LAN) be loaded on the fileserver. The latest .LAN drivers require ETHERTSM.NLM to be loaded on the fileserver (ETHERTSM is loaded for Ethernet network topologies. If the customer has a token ring network topology then TOKENTSM.NLM would be loaded instead of the ETHERTSM.NLM. Likewise, FDDITSM.NLM, RXNETTSM.NLM and PCN2LTSM.NLM are available for their respective topologies). The ETHERTSM.NLM requires the MSM.NLM to be loaded. Additionally, CLIB.NLM revision 3.12F or later must be loaded. In short, the following new files are needed: o CLIB.NLM v. 3.12f o MSM.NLM v. 2.2 o LSLENH.NLM v. 1.01 o PATCHMAN.NLM v. 2.3 o ETHERTSM.NLM, or TOKENTSM.NLM or RXNETTSM.NLM (this depends on the Topology used) All LAN drivers need to be updated (i.e. NE2000.LAN). Here is an example AUTOEXEC.NCF file which shows which NLMs need to be loaded: file server name vanwinkle ipx internal net cafe LOAD LSLENH <-- automatically loads PATCHMAN.NLM. LOAD NE2000 PORT=340 INT=5 <-- automatically loads MSM.NLM and [ETHER]TSM.NLM. bind IPX to NE2000 net=10 set allow unencrypted passwords = on NOTE: ETHERTSM.NLM is shown in brackets to emphasize that a different 'TSM.NLM' would be automatically loaded by NetWare for a different topology. The topology in this example is Ethernet as indicated by the NE2000.LAN driver which is being loaded. CLIB.NLM v. 3.12F is available on CompuServe in a self-extracting compressed file. Have the customer log on to CompuServe, GO NOVLIB, LIB 4 and download LIBUP2.EXE. The rest of the required files are available in a self-extracting compressed file called LANDR3.EXE which is also located on CompuServe. To get LANDR3.EXE, simply GO NOVFILES and then download the file. 1.4.5 LANDR3.EXE 233,440 05-18-94 3:13p Use the following procedure to update the fileserver. 1. Copy CLIB.NLM v. 3.12F into the SYS:SYSTEM directory. 2. Copy LANDR3.EXE into the SYS:SYSTEM directory. 3. Execute LANDR3.EXE in the SYS:SYSTEM directory. Make sure that any older files are not marked 'Read Only' so they are overwritten by the new files. 4. Please refer to the STATS.DOC document for further information on the new files and/or special conditions (this file now resides in your SYS:SYSTEM directory). 5. At the fileserver Console ':' prompt, type Load Install. 6. Select 'Edit Autoexec.ncf'. 7. A line needs to be added prior to the load line of the LAN board (please see the example autoexec.ncf file above). The line is LOAD LSLENH. 8. Down the server and bring the server back up. 9. Verify that all the required files were loaded on the fileserver (do this by typing Modules at the fileserver console). The following files are contained in LANDR3.EXE: o STATS DOC 63446 10-06-93 3:55p o TOKENTSM NLM 9040 09-30-93 3:30p o MSM NLM 15628 10-04-93 1:03p o FDDITSM NLM 7847 07-07-93 5:07p o MSM31X NLM 16483 10-04-93 1:04p o PATCHMAN NLM 9632 02-04-93 10:38a o NE2 LAN 4954 10-08-93 10:44a o NE2_32 LAN 5066 05-12-93 4:03p o NE2100 LAN 7224 09-24-93 4:25p o TOKEN LAN 10125 06-07-93 1:29p o NE3200 LAN 13811 10-08-93 10:51a o LANDR3 TXT 26051 10-27-93 2:12p o RXNETTSM NLM 6202 01-06-93 10:04a o PCN2LTSM NLM 5691 01-30-93 11:32a o NE1000 LAN 4468 01-20-93 3:18p o !NVL1301 CFG 1169 03-12-92 2:28p o !NVL1401 CFG 986 06-10-92 4:02p o !NVL1501 CFG 11994 01-11-93 3:24p o !NVL0901 CFG 8293 10-04-90 10:42a o FIRMLOAD COM 1628 01-04-91 8:57a o @7154 ADF 2657 04-27-92 1:54p o XLOAD EXE 13872 08-06-91 4:47p o XLOAD DOC 3472 07-06-92 11:00a o LDR001 PTF 52920 11-06-91 4:55p o LDR001 DOC 3200 07-06-92 11:00a o NE2000 LAN 7356 10-08-93 10:47a o NE1500T LAN 7226 09-24-93 4:25p o TOKENDMA LAN 10861 05-26-93 3:16p o ETHERTSM NLM 8841 09-28-93 2:41p o NTR2000 LAN 10272 09-13-93 2:23p o PM311IO NLM 8384 04-13-93 11:28a o LSLENH3 NLM 10500 06-02-93 11:34a o IOSHIM NLM 1649 06-09-93 9:50a o TRXNET LAN 3075 01-07-93 1:23p o PCN2L LAN 4726 01-29-93 8:45p o LSLENH NLM 11641 11-16-92 8:29a o MONITOR NLM 117775 10-26-92 9:21a o !NVL1201 CFG 7378 03-26-92 9:08a o NE32HUB LAN 12266 01-27-93 9:11a o @7151 ADF 2346 07-26-89 5:08p o !NVL0701 CFG 2745 09-02-92 1:25p 41 file(s) 1.4.6 Requirements for NetWare v. 3.12 fileserver The only new file required for NetWare v. 3.12 is CLIB.NLM v. 3.12F or later. Use the following procedure to update the fileserver. 1. Copy CLIB.NLM v. 3.12F into the SYS:SYSTEM directory. 2. Down the fileserver and bring the fileserver back up. 3. Verify that the new version of CLIB.NLM was loaded on the server (do this by typing Modules at the fileserver Console). 1.4.7 Requirements for NetWare v. 4.X fileserver The requirements for NetWare v. 4.X is that the customer be running NetWare v. 4.01 or later, 250 user version or lower, with bindery emulation. NOTES: a - SiteMeter operates on Novell NetWare via IPX/SPX. Refer to Appendix E for instructions on enabling SiteMeter smart-launch within NMS. b - SiteMeter includes multi-user BTRIEVE 5.10a. c - Verify that you are running the latest versions of the Btrieve files. Updated Btrieve files can be found on CompuServe in the Novell Libraries (GO NOVLIB). 1.5 How This Manual Is Organized CHAPTER DESCRIPTION 1.0 Introduction Background information & environment requirements 2.0 Installation Complete instructions for installing SiteMeter and NLMs 3.0 Getting Started Description of the console, quick start guide and tutorial 4.0 Setting Up Metered Instructions for establishing metered Applications applications and for metering network software 5.0 Using the Security Features Instructions for using file protection and the security features 6.0 Using the Administration Instructions on using the console and Features administrative menus 7.0 Generating Reports Detailed information on how to generate reports 8.0 Monitoring Tools for Instructions for network users to monitor Network Users software usage Appendix A: Advanced Utilities Instructions on using SWATCHER, SYSMOD, SUNLOCK & SLOCK Appendix B: Troubleshooting List of SiteMeter's error messages, explanations and solutions Appendix C: Using Brequest Description of the use and configuration of the server-based Btrieve record manager Appendix D:Btrieve Status Codes List of the return status codes for Novell's Btrieve Record Manager Appendix E: NMS Smart Launch Instructions for enabling SiteMeter Support smart-launch within NMS Appendix F: Introduction to Brief overview and descriptions of screens, Crystal Reports error messages and the help facility Appendix G: Using Crystal Methodology of creating a report Reports Appendix H: Practical Crystal "How To" chapter with a variety of report Reports creation topics NOTE: Chapters 1-3 are in this file. Chapters 4-8 are in SMUSAGE.TXT. The appendices are in SMREF.TXT. 2.0 Installation Chapter 1 introduced SiteMeter. This chapter describes the installation procedures for SiteMeter and also provides an installation troubleshooting section. NOTES: a - Before continuing, use the DOS DISKCOPY command to make a working copy of the SiteMeter distribution diskettes, unless you are installing the BBS release. b- If you are installing the BBS release, unzip the files into a directory on your local or network drive. 2.1 Before Installation To install SiteMeter, you must: o Be logged in to the network as a SUPERVISOR or equivalent o Run Windows 3.1 in enhanced mode o Have the following line in the [386Enh] section of your SYSTEM.INI file: network=*vnetbios, vnetware.386, vipx.386 o Have a drive mapped to your system volume The following file versions are recommended for SiteMeter's installation and use: o IPX version 3.10 o NETX version 3.26 or greater o Windows version 3.1 (enhanced mode) or Windows for Workgroups 3.11 o VIPX version 1.13 o NETWARE.DRV version 2.02 o VNETWARE.386 version 1.06 NOTE: If you are using ODI drivers instead of IPX, you must have the following: - LSL version 1.2 (2.01 is recommended) - IPXODI.COM version 1.2 (2.1 is recommended) The latest versions of these files can be found on CompuServe in the Novell Libraries (GO NOVLIB). As of this writing, the current IPX, NETX, and IPXODI are contained within the self-extracting file named DOSUP9.EXE. The current versions of the Novell support drivers for Windows (VIPX.386, VNETWARE.386, NETWARE.DRV, etc.) can be found in the self-extracting file WINUP9.EXE. NOTE: As these drivers are updated and added to the CompuServe file, the number within the CompuServe filename will increment. For example, if Novell were to release a newer IPX and add it to DOSUP9.EXE, the name would change to DOSUP10.EXE. 2.1.2 Determining Version Numbers You can determine the versions of the above software by using the following methods: o To determine the installed version of IPX and the NETX shell, use the Novell NVER command. o To determine the version and mode of Windows, run Windows and choose the About Program Manager command from the Program Manager Help menu. o To determine the version of your Novell Windows support drivers, use the Novell VERSION command. For example, type: VERSION VNETWARE.386 <ENTER> o To determine the version of your IPXODI.COM file, use the Novell VERSION command. For example, type: VERSION IPXODI.COM <ENTER> NOTES: Please refer to Chapter 1 for information about SMRPROXY.NLM requirements on the fileserver. 2.2 SiteMeter Installation Instructions SiteMeter has a quick install procedure which simplifies SiteMeter's installation by including several default settings. The following lists the defaults that will be executed during the quick install: o SiteMeter does not install the TSR option (SWATCHER). If you wish to install SWATCHER, refer to Appendix A of the this manual. o SiteMeter modifies your existing WIN.INI file and backs up the old file as *.BDI. The change made does not affect your Windows performance. Use the following procedure to install SiteMeter on your network. You can exit the installation at any time by choosing the Exit button in the lower right corner of the installation screen. NOTE: Please refer to Appendix C for information about installing and configuring BTRIEVE. (BTRIEVE is only needed for SiteMeter's reporting feature.) 1. Verify that you have a drive letter mapped to the SYS volume for the file server on which you are installing this product. 2. Start Windows in enhanced mode. 3. Place distribution diskette #1 in your floppy drive if you are installing from diskettes. 4. Choose Run from the Program Manager File menu. The Run dialog box is displayed. 5. At the prompt, enter the drive letter of the floppy drive where you inserted the distribution diskette or where you unzipped the program files from the BBS and then type SETUP. For example, type: A:\SETUP <ENTER> or F:\SITEMETR\SETUP <ENTER> At this point a log file is created and placed in your WINDOWS directory. The log file is an ASCII file listing the date, time and location of the SiteMeter installation. The log file also lists any errors that occurred during installation. If an error that prevents completion of the installation process occurs, the log file will display automatically. 6. From the Choose Server dialog box, choose the file server on which you want to install SiteMeter, and choose the OK button. The Choose Server dialog box displays all the file servers to which you are currently attached and have a drive mapped. SiteMeter verifies that you have SUPERVISOR rights on the selected file server. 7. Select one of the following install options: o Basic Install - runs the install process with minimal user input; automatically creates the Program Manager group McAfee (if not found) containing the SiteMeter program and Readme file icons and the Crystal Reports program and the Readme file icons. For instructions refer to section 2.3 entitled "Basic Install." o Upgrade - allows you to automatically upgrade from either previous versions of SiteMeter or SiteLock with minimal user input. For instructions refer to section 2.4 entitled "Upgrade Procedure." Refer to the appropriate section in this chapter for procedures regarding the selected install option. 2.3 Basic Install The Basic Install process automatically performs the following operations: o Copies SiteMeter files to the network o Creates the Program Manager group McAfee and icons for SiteMeter and the Readme file Continue with the following steps to complete the Basic Install procedure: 8. Enter the full path name to where SiteMeter should be installed, and choose the OK button. The drive letter and full directory must coincide with the file server you selected earlier. SiteMeter will create the directory if it does not exist. The default drive letter is the first one found on the server you specified. SITEMETR is the default directory. NOTE: The installation procedure allows you to specify a drive letter that is mapped to a different server than the one you originally chose. If SiteMeter already exists in the specified directory, an option box is displayed asking whether or not you wish to overwrite this copy of SiteMeter. As indicated in this message box, the minimum space required for SiteMeter is 10595K. If you do not have the minimum space in the path you specified, an error message displays and you are prompted to select a different path. If you are installing from diskettes, you are prompted to insert the remaining 4 disks to complete the installation process. 9. Enter your Company Name, and choose the OK button. The Company Name must be between 1 and 20 characters. 10. Choose the OK button in the information box indicating that the installation completed. View the Readme file for any updated product information. 11. A dialog box is displayed asking you if you want to restart Windows at this point to enable the changes that SiteMeter v4.3 made. Choose the Yes button to restart Windows. If you do not wish to restart Windows at this point, choose the No button. 2.4 Upgrade Procedure The Upgrade Install offers you two options. You either can 1) install SiteMeter over an existing copy of the product or 2) import data from an old version of metering software. NOTE: Before upgrading from previous metering software, make sure you backup all existing product files. If you are upgrading from SiteMeter, you can perform the Basic Install instead of this upgrade procedure. The Upgrade option automatically performs the following actions: o Copies SiteMeter files to the network o Creates the Program Manager group McAfee and icons for the SiteMeter console and the Readme file Continue with the following steps to complete the Upgrade Install procedure: 8. Select an option from the Install Options dialog box. The dialog box gives you the following options for upgrading: o Upgrade from SiteMeter 4.1x. o Upgrade from SiteLock The first option installs SiteMeter over a previous copy of the software in the same directory. The second option installs SiteMeter in a different directory than where SiteLock is located and then imports the relevant metering data from the previous product. 9. Enter the full path name to where SiteMeter should be installed, and choose the OK button. The drive letter and full directory must coincide with the file server you selected earlier. SiteMeter will create the directory if it does not exist. The default drive letter is the first one found on the server you specified. SITEMETR is the default directory. NOTES: a - The installation procedure allows you to specify a drive letter that is mapped to a different server than the one you originally chose. b - If you chose the first upgrade option, you should enter the directory where the existing files are located. If you chose the second upgrade option, you should specify a different directory. If SiteMeter already exists in the specified directory, an option box is displayed asking whether or not you wish to overwrite this copy of SiteMeter. As indicated in this message box, the minimum space required for SiteMeter is 14379K; the recommended free space is 24414K. If you do not have the minimum space in the path you specified, an error message is displayed and you are prompted to select a different path. If you have the minimum but not the recommended free space, you are given the option of continuing the install in the specified path or choosing another one with more space. If you are installing from diskettes, you are prompted to insert the remaining 4 disks to complete the installation. 10. Enter your Company Name, and choose the OK button. The Company Name must be between 1 and 20 characters. 11. At the prompt, enter the path name of the existing copy of metering software and choose the OK button. (If you chose the first upgrade option, skip this step.) SiteMeter verifies that you have a previous version of McAfee metering software (i.e., SiteLock), makes a duplicate copy of the files and then converts them to the SiteMeter software. 12. Choose the OK button in the information box indicating that the installation completed. View the Readme file for any updated product information. 13. A dialog box is displayed asking you if you want to restart Windows at this point to enable the changes that SiteMeter v4.3 made. Choose the Yes button to restart Windows. If you do not wish to restart Windows at this point, choose the No button. 2.5 Installing NLMs These instructions review the installation process and provide important information about installing the product NLMs. WARNING: BTRIEVE Version 6.10 or later must be properly loaded to run the SiteMeter/SiteMeter Administration program. For instruction on setting up server-based Btrieve, please see Appendix C. For instructions on setting up local PC-based Btrieve, please see Step 3 below. NOTE: Btrieve version 6.10c is loaded in CompuServe. Simply GO NOVLIB, Library 7 and download BTR61.EXE (947,265 bytes, December 6, 1993). If you get the following error message (if you are using BrightWorks): BrightWorks: The Novell Brequester has not been loaded. BrightWork databases will not be optimized. To optimize performance of this program, load the Btrieve.NLM on your server, the Brequest.EXE TSR on your workstation (with argument /d:17000), and restart Windows and BrightWorks. and to the best of your knowledge Btrieve has been properly loaded, please read the following and take the appropriate steps. If you want to run BREQUEST for server based Btrieve, this error could be occurring because you have loaded the incorrect WBTRCALL.DLL file. Take the following steps: 1. Exit Windows. 2. Change to the \SITEMETR directory. 3. Run USEBRQ.BAT. This program will copy the proper WBTRCALL.DLL file into the \SITEMETR directory for BREQUEST.EXE. 4. Copy the new WBTRCALL.DLL into your \Windows directory. 5. Restart Windows. 6. Run SiteMeter again. This error also may occur if the BTRIEVE.NLM or the BSPXCOM.NLM is not loaded on the fileserver. Please take the following steps: 1. At the fileserver console, type BSTOP. This unloads the NLMs. 2. Type BSTART. This loads both BTRIEVE.NLM and BPSXCOM.NLM on the fileserver. If you want to work with the client-based BTRIEVE instead of the server based BTRIEVE (BREQUEST.EXE), then take these steps. 1. Exit Windows. 2. Run USEBTR.BAT. This ensures that you are running the proper WBTRCALL.DLL file for client based BTRIEVE. 3. Add the following section to your WIN.INI: [btrieve] options=/p:3072/f:22/t:btr.trn/e 4. Restart Windows. 5. Run SiteMeter again. You also need to load the SMRPROXY.NLM. To do this, at the fileserver type: LOAD SMRPROXY.NLM. You can also do this through the AUTOEXEC.NCF file if you want the SMRPROXY.NLM to be loaded every time the fileserver is brought up. 2.6 Troubleshooting If you receive any errors while installing or upgrading SiteMeter, display the log file to view the errors and possible solutions. Error calling DLL function. This indicates that install was unable to find PROGLIB.DLL or NETWARE.DRV didn't load or wasn't configured in your SYSTEM.INI file. This could happen if the NetWare shell was not loaded before running Windows or if the wrong NetWare driver was loaded for Windows. Please refer to the installation requirements in this manual. Also, make sure: -The shells are loaded. -The following line is included in your SYSTEM.INI file in the [386Enh] section: network=*vnetbios, vnetware.386, vipx.386 -You have Write and Modify rights to your Windows directory. Install requires temporary storage on your hard drive, approximately 300K bytes. There is not enough space on your XXXX. XXXX is the drive name specified. This message will display if the drive you specified does not have the space required to run the installation program. Unable to copy or decompress file: FILENAME. Make sure that you have permission to write to the designated path and that you included the drive letter and that there is enough space on the destination disk. FILENAME is the file to be copied or decompressed. This message will display if 1) you do not have the write permission 2) there is not enough space on the destination disk or 3) the volume (i.e., SYS) that the install is trying to write to does not exist. Log in as supervisor or equivalent. Install did not find a previously installed copy of XXXXXX in YYYYYY. Choose OK to choose another path. XXXXXX is the name of the product which you want to upgrade. YYYYYY is the name of the path you gave for the install to check for the previously installed product. This message will display if the install did not find the previously installed product which you want to upgrade in the path you specified. Make sure you give the correct path to the install to find the previously installed product for upgrading. This installation failed. Please run the install again to be sure that SiteMeter is installed correctly. Choose OK to exit install and view the install log file. This message will display when the installation has encountered severe problems and has aborted. A log file may have the error message. Use Windows Notepad utility to view this file. Make the required change and then run the install again. Fatal Error: [Error #] Verify that you meet the SiteMeter configuration requirements and then contact McAfee Technical Support with the Error #. Install detected problems with your Configuration. Click on OK to exit and view log file. View the log file for information to correct your configuration in accordance with the SiteMeter installation requirements. Once you have corrected your configuration, re-run the installation process. Unrecoverable Error Verify that you meet the SiteMeter configuration requirements, and then contact McAfee Technical Support with the Error #. 3.0 Getting Started Chapter 2 described the SiteMeter installation and upgrade instructions. This chapter introduces and discusses the SiteMeter application window, provides a quick start guide for experienced users and offers a tutorial to introduce SiteMeter's major features. 3.1 Introduction 3.1.1 What's in this Chapter The following chart describes the sections in this chapter: SECTION DESCRIPTION The SiteMeter Console Provides instructions on launching the SiteMeter console, selecting menu bar items, using the tool bar as an alternative to the menu bar, and using SiteMeter's on-line help. Printer Setup & Administration Provides procedures for defining the global print settings on which you want to generate SiteMeter reports. Error Handling Discusses how to handle errors. Quick Start Provides brief instructions for setting up metering on your network. Tutorial Offers a brief walk-through of SiteMeter's main features. 3.2 The SiteMeter Console This section describes the SiteMeter console. In addition to instructions for launching and exiting the SiteMeter console, it discusses the menu bar, tool bar, and help facility. 3.2.1 Windows Terms The SiteMeter console should be used with a mouse. The table below briefly defines several Windows terms regarding the use of the mouse and product windows. TERM DESCRIPTION Cancel Button Choosing the Cancel button exits the current dialog box without saving any changes you made in this dialog box or without executing a command you selected in this dialog box. Choose Click the left mouse button (or use a key combination) on an item to initiate an action. For example, "Choose the SiteMeter icon." Click Press the left mouse button once. Double click Press the left mouse button twice in quick succession. Icon A graphic representation of an executable in Windows. Point Position the mouse until the tip of the pointer on the screen rests on the desired item. Scroll Use the scroll bars and buttons to move through a list of items. Select Mark an item by clicking on it or by highlighting it with either key combinations or the mouse. For example, "Select the Include Path option." NOTE: The remainder of this manual assumes that you are familiar with Windows. Refer to your Microsoft Windows manual for information on the fundamental operating conventions of the Windows environment. 3.2.2 Accessing SiteMeter After successfully installing SiteMeter, a McAfee Program Manager group and a SiteMeter program icon are created on your Windows desktop. Use the following procedure to launch the SiteMeter console. 1. If you plan to run reports from SiteMeter, Load Brequest. Upon installation, SiteMeter is configured to run with Brequest. If you are running client-based Btrieve, you must run the USEBTR.BAT file in the SITEMETR program directory before launching SiteMeter. This batch file configures SiteMeter to run with local Btrieve. For example, from within the SITEMETR program directory, issue the following command: USEBTR <ENTER> 2. Run Windows, and double click on the SiteMeter program icon. The SiteMeter application window is displayed. The application window consists of the following items which are discussed in this section: o The SiteMeter Menu Bar o The SiteMeter Tool Bar o Access to SiteMeter's On-Line Help 3.2.3 Exiting SiteMeter Use the following procedure to end a SiteMeter session. 1. Choose the Exit command from the File menu. A dialog box is displayed prompting you to confirm the exit action. 2. To save your monitor configuration, check the 'Save monitor configuration' option. Checking this option will save the configuration of any metering windows that are currently open in your SiteMeter application window. All open metering windows will be automatically restored upon starting your next SiteMeter session. 3. Choose the OK button to close the SiteMeter application. 3.2.4 SiteMeter Menu Bar To choose a menu, point to the menu name and click the left mouse button. The menu is displayed. The general purpose of each menu item is defined below: o File - lists file oriented commands, including those for configuring global print settings and exiting SiteMeter. For several of the File menu commands, the command text and its associated action when selected depend on the currently active window in the SiteMeter application window. o Administration - lists the commands necessary to set up metered applications, view application usage on the network and enable SiteMeter's security features. o Tools - lists commands for viewing and managing network software usage. o Reports - lists the command that launches SREPORT.EXE, SiteMeter's report generator. o Window - lists commands for positioning the open document windows in the SiteMeter application window. o Help - lists commands to access SiteMeter's on-line Windows hypertext help. NOTE: Holding down the left mouse button over a menu command displays the function of the command in the SiteMeter console's title bar at the top of the application window. 3.2.5 SiteMeter Tool Bar When using SiteMeter with a mouse, SiteMeter's tool bar buttons provide an alternative for accessing the most frequently used SiteMeter functions. Instead of choosing commands from the drop-down menus, you can choose the tool bar buttons to perform the same tasks. For example, to define applications to be metered, you can either choose Define Metered Applications from the Metering command on the Administration menu, or you can simply choose the Metering tool bar button. Both actions display the Define Metered Applications dialog box. The function of each tool bar button is described below: o Metering - displays the Define Metered Applications dialog box used for adding, modifying and deleting applications to be metered. o Security - displays the Define Authorized Files dialog box used for specifying files that are secure. o Monitor - displays the View Application Usage dialog box used for determining which applications are being used and by whom. o Remote - provides access to optional McAfee NetRemote software for automated user support. o Tickets - provides access to optional McAfee LAN Support Center software for help desk automation. o NetShield - provides access to optional McAfee NetShield software which is a Novell NetWare loadable module (NLM) and provides uninterrupted server-based virus protection. o Reports - launches SREPORT.EXE, SiteMeter's report generator. NOTE: Holding down the left mouse button over a tool bar button displays the function of the button in the SiteMeter console's title bar at the top of the application window. 3.2.6 Using the Keyboard To use SiteMeter without a mouse, perform the standard Windows keyboard actions to navigate through the program. Each menu item on the SiteMeter menu bar has a keyboard mnemonic. Press the <ALT> key in combination with the keyboard mnemonic key to choose a menu and cause the menu to drop down. For example, press the <ALT><F> keys to choose the File menu and display its commands. Each command also has a keyboard mnemonic. Once the menu is displayed (i.e., "dropped down"), press the keyboard mnemonic of the command you want to choose. For example, from the File menu, press <P> to choose the Printer Setup command. You can also use the up/down arrow keys to move the highlight to a desired command and press <ENTER> to select the command. For detailed information on using a Windows application with the keyboard, refer to your Windows documentation. NOTE: Some SiteMeter features require the use of a mouse and cannot be accessed with the keyboard. 3.2.7 SiteMeter's Help Facility SiteMeter's help facility provides on-line assistance for using the SiteMeter software. To get information quickly about a SiteMeter feature or procedure, choose the Help Index command from the Help menu. Choosing the Help Index command displays an index list of topics. Choose the topic for which you require assistance. SiteMeter's Help system is written in a standard Windows hypertext format. This means that you can jump from one topic to another by simply choosing topic names from a list. Several buttons display across the top of the Help dialog box allowing you to search for topics and also to view a list of the topics you have visited. For detailed information on using a Windows help facility, refer to your Windows documentation. 3.3 Printer Setup and Administration Before printing SiteMeter reports with SREPORT.EXE, you should review the global print parameters to be sure they reflect the printer settings that you require. Printer settings include: o Printer destination o Page orientation (portrait/landscape) o Paper size and source o Graphics resolution The procedures for customizing the contents of individual SiteMeter reports are discussed in Chapter 7. This section briefly presents the procedures for viewing and changing Windows global print settings (e.g., target printer, paper size). NOTE: Please refer to your Windows manual for detailed procedures on modifying the Windows print settings. 3.3.1 Changing Print Settings Use the following procedure to review and change your print settings. 1. Choose the Printer Setup command from the File menu. The Print Setup dialog box is displayed. NOTE: The Orientation section of this dialog box does not appear when you choose the Printer Setup command while the metering reports window is open. 2. Select the printer you want to use for printing SiteMeter reports. The printer selected from your Windows printer control is selected as the default. To use another printer, select a Specific Printer from the drop-down list associated with this field. NOTE: Choosing a specific printer does not permanently change your printer setting. 3. Select the desired orientation and paper parameters. Choose either the Portrait (long) or Landscape (wide) Orientation setting. Use the drop-down lists to define the Paper Size and Paper Source settings. 4. To make additional changes to the selected printer configuration, choose the Options button. Additional settings include dithering and intensity control. 5. Choose the OK button in the Print Setup dialog box to save the print settings. 3.4 Error Handling If you encounter an error while using SiteMeter, a message box is displayed with a description of the error. Choosing the OK button returns you to either the previous screen to select another choice or to the SiteMeter application window if no other choices are available. Appendix B of this manual lists and describes all SiteMeter errors. 3.5 Quick Start Guide This section provides instructions for configuring your network for metering. All the information provided in this section is described in detail throughout this manual. Use the procedures described in the following sections to set up metering on your network. 3.5.1 Load the NLMs 1. At the fileserver console prompt type, :Load SMRPROXY 2. Press <ENTER>. This will load both SITMETR.NLM and SMRPROXY.NLM on the fileserver. Both of these NLMs are required for metering to take place. 3.5.2 Set up a Windows PC for Metering The TSR method is optional and is described here for those users who want to use it. 1. Load SWATCHER.COM before running Windows. You can do this in the AUTOEXEC.BAT file. A sample AUTOEXEC.BAT is as follows: IPX NETX F: SWATCHER You can also do this in the SYSTEM LOGIN SCRIPT. An example Login Script would be: MAP S1: ... ... EXIT "LOADTSR.BAT" The batch file LOADTSR.BAT would be: SWATCHER NOTE: If the SWATCHER TSR method is used and the Security Scan Interval has been activated, the interval should be set to at least 2 minutes or greater to ensure that the users have enough time to log into the network and load SWATCHER before they are checked by the SiteMeter NLM for loading SWATCHER. Otherwise the user may be kicked off the network because they had too little time to login and load SWATCHER. Please see Chapter 5 for more information on the Security Scan Interval. 2. Load SWINAPP.EXE on the load= line in the PC's WIN.INI file. For example, LOAD=NWPOPUP.EXE SWINAPP.EXE SWINAPP aids SWATCHER TSR in releasing locks on applications run from Windows. NOTE: Copy SWATCHER.COM and SWINAPP.EXE from the \SITEMETR directory to the \LOGIN and \PUBLIC directories. SWATCHER.COM and SWINAPP.EXE are placed in the \SITEMETR directory if you answered YES to install SWATCHER TSR during the SiteMeter (or BrightWorks) installation process. 3.5.3 Automatic File Updating You may be thinking "I have 500 PC's to update for SWATCHER. I do not want to go to every PC and update its WIN.INI or AUTOEXEC.BAT files." Fortunately, SiteMeter includes a file called SMRUSER.BAT in the \Public directory which will automatically make the SWATCHER/SWINAPP updates to the WIN.INI file. 1. Place the SMRUSER.BAT file in the SYSTEM LOGIN SCRIPT as follows: MAP INS S1:=C:\WINDOWS MAP INS S1:=C:\WIN31 INCLUDE SMRUSER.BAT MAP DEL S1: MAP DEL S1: NOTE: If the SMRUSER.BAT file is included in the system login script, a # sign must be placed in front of all of the SYSMOD statements in the SMRUSER.BAT file. For example, #SYSMOD WIN.INI REPLACEKEY LOAD SWATCHER.COM SWATCHER.COM 3.5.4 Setting Up A Straight DOS PC For Metering NOTHING must be loaded on a STRAIGHT DOS PC (no Windows) to meter DOS based programs. All that is needed is to load the SITEMETR NLM and the SMRPROXY.NLM at the fileserver, which has already been done in the first section "Load the NLMs." The NLMs fully take care of metering DOS based programs on a straight DOS PC. 3.5.5 Locking Out Local Drives You can lock out local drives, essentially making the PC diskless and preventing users from running Local .EXE or .COM programs. SWATCHER may OPTIONALLY be loaded on a DOS PC to enable the local drive lock out function to make a PC diskless or to disable local .exe or .com program execution (see Appendix A for more information on SWATCHER and DSW). 3.5.6 Activating Directory Trustee Rights Directory Trustee Rights grant a user additional rights in specified directories when they run a metered application. This is an OPTIONAL feature. See "Registering Applications for Software Metering" in Chapter 4 for further description. 3.5.7 Directory Trustee Rights on a Straight DOS PC Nothing needs to be loaded on the PC. The NLMs do all the work. SWATCHER TSR may be optionally loaded. 3.5.8 Software Updates Please check CompuServe, GO BRIGHT, LIB 3 for any software updates to SiteMeter (or BrightWorks). 3.5.9 Virus Protection SWATCHER is required for Windows based virus protection to be activated. See Chapter 5 for more information about virus protection. 3.5.10 Tutorial After reading the steps in the above sections, refer to the metering tutorial in the next section for a walk-through of the major metering features. 3.6 Tutorial This tutorial outlines the major steps in using SiteMeter to meter your applications and file protect your network software. The steps in this tutorial include the following: 1. Creating a Metered Application 2. Viewing Application Usage 3. Creating an Authorized File 4. Setting the File Scan Interval NOTES: a - SiteMeter must be installed on your network before beginning the tutorial. If you have not already done so, please refer to Chapter 2 for installation instructions. b - The options and features mentioned in this tutorial are discussed in detail in the rest of this manual. You will realize the following benefits by using SiteMeter on your network: o Ensured compliance with software license agreements-so you stay legal o Controlled access to sensitive network applications with real time trustee rights granting o Maximized effectiveness of available resources with queue back feature for metered applications o Virus protection for your files o Suite metering to accurately meter groups of applications o Security features to maintain network integrity 3.6.1 Creating a Metered Application A metered application is a program file that is registered for metering with SiteMeter. To register an application for metering, you must specify certain information about the application. For the purposes of this tutorial, we are going to meter the Windows program CLOCK.EXE. The tutorial assumes you have the SiteMeter console open and that you have the SITEMETR.NLM running. NOTE: This tutorial assumes that you are running Windows off of the network and therefore that CLOCK.EXE is in a directory on the network. If you run Windows off of a local drive, you must choose a different file (on the network) to meter. SiteMeter does not meter files on local drives. If you must choose a different file, substitute that filename for CLOCK.EXE throughout this tutorial. Use the following procedure to create this metered application. 1. Choose Metering from the Administration menu. From the sub-menu that is displayed, choose the Define Metered Applications command. The Define Metered Applications dialog box is displayed. This dialog box displays all files currently registered with SiteMeter and offers the following options: o Add - allows you to register an application for metering. o Modify - allows you to change a metered application's information. o Delete - allows you to remove an application from metering. o Attach to/Detach from File Servers - allows you to attach to or detach from different file servers while in SiteMeter. 2. Choose the Add button. The Add Metered Application dialog box is displayed. 3. Choose the Add button. The Browse for Files to Meter dialog box is displayed. This is a standard Windows dialog box. 4. Select the file CLOCK.EXE from your Windows directory. 5. Select the Include Path option. 6. Choose the OK button to exit this dialog box and insert the file name in the File(s) to Meter text box. 7. Enter CLOCK in the Metered Application Name text box. 8. Enter "CLOCK for Windows" in the Full Name text box. 9. Enter "20" in the Maximum Number of Concurrent Users text box. 10. Enter "2" in the Queue Back Time text box. Queue Back Time is the length of time an application is held exclusively for a queued user after he or she has been notified of its availability. This sets the queue back time to two minutes for CLOCK.EXE. NOTE: For this tutorial, we are not assigning a password or trustee rights to CLOCK.EXE. 11. Choose the OK button to save this information. You are returned to the Define Metered Applications dialog box. This completes the steps for creating a metered application for the utility CLOCK.EXE. Now only 20 concurrent users can use CLOCK.EXE on your network. NOTE: Refer to the section entitled "Registering Applications for Software Metering" in Chapter 4 for more information about creating metered applications. 12. Choose the Close button to return to the SiteMeter console. Continue with the next section to view application usage for this program. 3.6.2 Viewing Application Usage Once you create metered applications, you can view their usage on your network. Use the following procedure to view how many people are using CLOCK.EXE. 1. From the Program Manager, run the Clock application. 2. Return to the SiteMeter console. 3. Choose the Monitor button from the tool bar. The View Application Usage dialog box is displayed. 4. Select the file server where CLOCK.EXE resides. 5. Choose the OK button. The Application Usage window for the file server you have selected is displayed. In the left hand side of the window, the program CLOCK.EXE is listed. The bar next to it indicates how many users are currently using this program. 6. Position the cursor to the end of the usage graph bar and depress the left mouse button. A pop-up menu is displayed. 7. Choose the View Current Users command. The Current Users window is displayed. Your login name will appear in this list as well as any other network users running CLOCK.EXE. 8. Exit this window to return to the application usage graph. This completes the steps for viewing a metered application with the graphic display. Once you add additional metered applications, this graph will reflect usage information for every application you meter. NOTE: Refer to the section entitled "Viewing Application Usage" in Chapter 6 for more information about viewing application usage. If you wish to remove metering from CLOCK.EXE at this point, refer to the section entitled "Deleting Metered Applications" in Chapter 4. Continue the metering tutorial to protect files against viruses. 3.6.3 Creating an Authorized File SiteMeter protects your network against virus infection by checking each file against a registered copy before it is run. This process is called File Integrity Scanning. For this part of the tutorial, we will register the file CLOCK.EXE for file integrity scanning. Use the following procedure to register CLOCK.EXE for protection. 1. Choose Security from the Administration menu. From the sub-menu that is displayed, choose the Define Authorized Files command. The Define Authorized Files dialog box is displayed. From this dialog box you can: o Add files to the Authorized Files list o Reprotect files that are already authorized o Delete files that have been authorized o Attach to/Detach from different file servers 2. Choose the Add button. The Browse for Files to Authorize dialog box is displayed. 3. Select CLOCK.EXE. 4. Choose the OK button. CLOCK.EXE is listed in the Currently Authorized Files list. 5. Choose the Close button. CLOCK.EXE is now an authorized file. NOTE: Refer to the section entitled "Adding Authorized Files" in Chapter 5 for more information about authorizing applications for file protection. Continue with the next section to specify how often CLOCK.EXE should be checked for any changes. 3.6.4 Specifying the File Scan Interval SiteMeter lets you specify how often files should be checked for changes before they are executed. Use the following procedure to set the File Scan Interval for the authorized file, CLOCK.EXE. 1. Choose Security from the Administration menu. From the sub-menu that is displayed, choose the Specify File Scan Interval command. The Specify File Scan Interval dialog box is displayed. 2. Slide the slide bar until the value underneath reads 20 minutes. 3. Choose the OK button. Now CLOCK.EXE will be checked every 20 minutes for changes to protect your network from viruses. NOTE: Refer to the section entitled "Specifying the File Scan Interval" in Chapter 5 for more information about specifying the file scan interval. If you wish to remove file protection from CLOCK.EXE at this point, follow the instructions in the section entitled "Deleting Authorized Files" in Chapter 5.