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Installation procedure: any component

Use these steps to install any Websense software component. The sections that follow provide additional, component-specific details.

1. Make sure that you have followed the steps in Preparing to install, page 19:

Log on to the installation machine with appropriate permissions.

Close all applications and stop any antivirus software.

Download and start the installer, if needed.

2. If no Websense components have been installed on this machine:

a. On the Introduction screen, click Next.

b. On the Subscription Agreement screen, choose to accept the terms of the agreement and then click Next.

c. On the Installation Type screen, select Custom and then click Next.

Important

There must be only one instance of Policy Broker in an entire deployment.

Note

These instructions refer to installer screens. In the command-line Linux installer, prompts are displayed that correspond to each screen. Instructions for a screen also apply to the corresponding command-line prompt. The main difference is how options are selected. Rather than clicking items in a screen, you will enter menu-item numbers or characters.

Note

To cancel the command-line Linux installer, press Ctrl-C.

However, do not cancel the installer, after the Pre-Installation Summary screen, as it is installing

components. In this case allow the installation to complete and then uninstall the unwanted components.

3. If there are Websense components already installed on this machine, the Add Components screen appears.

Select Install additional components on this machine and then click Next.

4. On the Select Components screen, select components to install and then click Next.

5. If you are installing on Windows Server 2008 (the screens mentioned here appear only if Windows Server 2008 is detected by the installation program):

a. On the Active Directory screen, indicate whether you are using Active Directory to authenticate users in your network and then click Next.

b. If you select Yes, the Computer Browser Service screen appears if the Computer Brower service is not currently running. Choose whether to start this service and then click Next.

The Computer Browser service is a Windows utility that must be set to Automatic and Start in the Windows Services dialog box for Websense components to communicate with Active Directory.

If you choose not to have the installer start the service, or if the installer is unable to start it, you must start it manually after installation. If you use Active Directory 2008 to authenticate users, you must also start the Computer Browser service on the Active Directory machine.

If you choose not to have the installer start the service, or if the installer is unable to start it, you must start it manually after installation. If you use Active Directory 2008 to authenticate users, you must also start the Computer Browser service on the Active Directory machine. See Turning on the Computer Browser service, page 94.

6. See the following sections for component-specific installation instructions, and then return to this procedure.

Note

If you choose to start the Computer Browser service now, make sure the Computer Browser service is enabled on this machine. In most cases, it is disabled by default. The installer will attempt to start the service and configure it to start up automatically from now on. If the service is disabled, the installer will be unable to start it.

Policy Broker, page 42 eDirectory Agent, page 61

Policy Server, page 43 RADIUS Agent, page 62

Filtering Service, page 44 Logon Agent, page 63

Network Agent, page 48 Filtering Plug-in, page 65

Usage Monitor, page 51 Remote Filtering Client Pack, page 67

TRITON - Web Security, page 52 Remote Filtering Server, page 68

Log Server, page 54 Linking Service, page 72

User Service, page 57 Sync Service, page 74

7. On the Installation Directory screen, accept the default installation path, or click Choose to specify another path, and then click Next.

The installation path must be absolute (not relative). The default installation path is:

Windows: C:\Program Files\Websense\

Linux: /opt/Websense/

The installer creates this directory if it does not exist.

The installer compares the installation’s system requirements with the machine’s resources.

Insufficient disk space prompts an error message. The installer closes when you click OK.

Insufficient RAM prompts a warning message. The installation continues when you click OK. To ensure optimal performance, increase your memory to the recommended amount.

8. On the Pre-Installation Summary screen, verify the information shown.

The summary shows the installation path and size, and the components to be installed.

9. Click Next to start the installation. An Installing progress screen is displayed.

Wait for the installation to complete.

10. If you chose to install the ISA Server filtering plug-in, the Stop Microsoft Firewall Service screen appears. Do the following:

Important

The full installation path must use only ASCII characters.

Do not use extended ASCII or double-byte characters.

Note

If you are using the command-line Linux installer, do not cancel (Ctrl-C) the installer after the Pre-Installation Summary screen, as it is installing components. In this case, allow the installation to complete and then uninstall the unwanted components.

a. Stop the Microsoft Firewall service and then click Next.

To stop the Firewall service, go to the Windows Services management console (Administrative Tools > Services). Right-click Microsoft Firewall, and then select Stop. When the service has stopped, return to the Websense installer and continue the installation process. The Firewall Service may also be stopped from the ISA Server Management console or Command Prompt (using the command net stop fwsrv). See Microsoft’s documentation for more information.

b. When the following message appears, start the Microsoft Firewall service and then click OK:

The Websense ISAPI Filter has been configured, you can now start the Microsoft Firewall Service.

To start the Firewall service, go to the Windows Services management console (Administrative Tools > Services). Right-click Microsoft Firewall, and then select Start.The Firewall Service may also be started from the ISA Server Management console or Command Prompt (using the command net start fwsrv). See Microsoft’s documentation for more information.

11. On the Installation Complete screen, click Done.

See the appropriate Installation Guide supplement for any additional setup instructions for your integration product.

Note

Leave the Websense installer running as you stop the Microsoft Firewall service. Then return to the installer and click Next to continue installation.

Important

In order to correctly install the ISA Server filtering plug-in, the Microsoft Firewall Service must be stopped.

Installation of the in files and registration of the plug-in plug-in the system registry cannot occur while the Microsoft Firewall Service has certain files locked. Stopping the Microsoft Firewall Service unlocks these files.

Important

When the Microsoft Firewall service is stopped, ISA Server goes into lockdown mode. Depending on your network configuration, network traffic may be stopped.

Typically, the Firewall service needs to be stopped for only a few minutes as the ISA Server filtering plug-in is installed and configured.