Spector 360 Deployment Guide. Version 7

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Spector 360 Deployment Guide

Version 7 December 11, 2009

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Deployment Guide

Spector 360 DeploymentGuide

Spector 360 provides powerful tools for monitoring employees and improving productivity. This Deployment Guide helps you install Spector 360 quickly and begin recording computers

immediately. Deployment consists of two main steps: (1) Install the Spector 360 Server Components and (2) Install the Spector 360 Recorder on network computers. See How Spector 360 Works for a description of each component. To download the Spector 360 Setup program from the SpectorSoft web site, click here.

Install the Servers and Applications.

Use the Spector 360 Setup program to install all Spector 360 Servers and the Control Center and Dashboard applications. Start by installing the Spector 360 Database at the Database computer. If you are new to Spector 360, start by installing all components on one computer with 100 GB free disk space and a static IP address. More...

Install the Spector 360 Recorder on network computers.

After Server Components are installed, use the Control Center application to acquire a list of computers and install the Spector 360 Recorder on those computers. More...

Select Start > All Programs > Spector 360 > Spector 360 Control Center.

As soon as the Recorder is installed, it begins recording. Within minutes, you can use the Dashboard to view recorded activity on these computers. Use the Control Center to monitor Servers, Recorders, and the Database.

Install Servers

Install Client Recorders

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To "exclude" SpectorSoft from anti-virus/anti-spyware scanning at computers, see Excluding Spector 360 from Antivirus Detection in this guide.

Spector 360 allows you to assign a Recorder Profile and a Recorder Version to each computer. You can adjust recording on computers simply by adjusting the profile and (if you wish) update the version

automatically.

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Installing Spector 360

Installing Spector 360

One Spector 360 Setup program installs all Spector 360 Server and Application Components. The instructions below link to detailed install instructions for each component.

Run the Setup at the computer where MS SQL Server and the Databases will be installed.

Install this version over a previous version of Spector 360 or over Spector CNE.

Remove any SpectorSoft recording product installed on this computer before beginning.

Start the Setup program:

1. Launch the Setup program:

From the online Download page, select Run when prompted - OR - Double-click the downloaded Setup program icon - OR -

Insert the CD in your CD drive to auto-start the Setup program.

Spector 360 requires .NET Framework version 2.0. If a message appears telling you .NET cannot be found or needs to be upgraded, exit the Spector 360 Setup and search for the free Microsoft .NET download on the Internet. It takes only a few moments to download and install.

2. Choose components to install.

If you are new to Spector 360, we recommend accepting the default selection, "All Spector 360 Components." Deselect "All Spector 360 Components" to make a different selection. Possible choices for a new installation are:

All Spector 360 Components - OR -

Start the Setup Program Enter SA Password Select Server Accounts Install the Database Install the Dashboard Install the Servers Install the Control Center Register Spector 360

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Server Components (and Control Center) - OR -

Control Center, Database, Data Vault

If you make this selection, you will need to re-run Setup to install the remaining Server Components in order to complete step one of Deployment.

Click the Installation Notes button if you wish to read or print additional instructions before starting.

The notes will be presented again at the end of the installation. Click Next to continue.

If the Reinstall Components checkbox appears, Spector 360 components were found on this computer. You can install over an old version, but you must install and upgrade ALL Spector 360 components (including all Dashboards and Control

Centers) to complete the upgrade. See Updating Spector 360.

3. Accept the license agreement.

Read the license agreement, and if you agree to the terms, click Yes to accept them. If you click No, you will exit the Setup program.

4. Enter your serial number.

If you are updating Spector 360, the serial number is provided. Otherwise, you'll find your Spector 360 serial number in your Spector 360 purchase confirmation email. Copy the serial number from the email (Ctrl+C) and paste it (Ctrl+V) into the form. If you are typing the serial number, be aware that all characters are numeric, except the 5th and 6th characters, which are letters. Click OK to continue.

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Enter the System Administrator password.

Enter a password to use for the System Administrator account on the SQL Server Database instance (SPECTOR360). If you are installing over a previous version of Spector 360, enter the SA password for your existing database. The user name for the SA account is "sa." You will need SA credentials to start the Dashboard or Control Center (with access to the Database) the first time and to update Spector 360. The password must be six characters long and include three of the four following criteria.

A message appears if the password does not meet the criteria.

Uppercase letters

Lowercase letters

Numbers

Non-alphabetic characters, such as # ^ _ -

The SA account will be configured as the built-in master administrator of Spector 360.

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Click Next to continue.

Do not use the following reserved characters in the System Administrator password: / | ' " [ ] { } ( ) , ; ? * ! @ $ \ . or

<space>.

Remember this password and keep it secure! Change the password frequently (immediately if you suspect it has been compromised).

Select Local System or Network accounts for Servers.

Choose to install Servers under the Local System or a Network account. For help making selections, see

Network vs. Local Service Credentials. If you choose "Network," you will be prompted to enter the Network account credentials for the Server (or return to the default, Local Account setting).

The Control Center Server ALWAYS uses Network account credentials. You will be prompted to enter credentials for a Domain Administrator, or for an

Administrator-level account defined on each Recorder computer. This gives the Control Center Server access to manage the computers.

Install SQL Server and the Spector 360 Database.

Be sure to read Estimating the Database Size before you begin. Following the on-screen instructions to install MS SQL Server and the 360 Database files. Click the links below for more details.

If you are installing Spector 360 with SQL Server 2005 Express, click here. The Setup will also install the Spector 360 SQL Agent.

If you are installing Spector 360 with full SQL Server 2005, click here. You will be asked to set the STORAGE database size.

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If you are using a Network Account for the SQL Server service, when you are prompted, enter the account credentials. If you are prompted to open ports in the Windows XP firewall, click OK. Allow the Database installation to complete, and then click Finish.

Install the Dashboard.

Click Next to begin the installation. Follow on-screen instructions. If you need more help, click here. You will be prompted to specify the Spector 360 Database instance in the format computer\SPECTOR360. Be sure to name the computer where you installed the Spector 360 Databases (in the step above). Click OK. Finish the Dashboard Setup by clicking Finish.

Install the Server Components.

If you are installing over existing 360 Servers, you will be prompted to stop each Server before installing it. If you selected a Network Account for a Server, you will be prompted to enter the account credentials.

1. Choose an installation path for Server Components.

If you are installing all components, this will be the base path to your Spector 360 server installation.

The default folder is C:\Program Files\SpectorSoft\Spector 360. Use the Browse button if you wish to select a different destination. You will have the opportunity to direct the installation of each

component to a different computer as you proceed in the Setup.

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Click Next.

2. Download Setup files.

Click Next and wait for the files to download.

3. Install Servers, starting with the Control Center Server (CCS).

Make sure you supply Domain Network Administrator credentials, or credentials for another established login that is a member of each computer's Administrators Group. For CCS installation details, click here.

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4. Prepare to unlock.

A message appears telling you that an unlock code for the number of computer licenses purchased will be required at the end of this installation. The unlock code will arrive via email after you register the installation. Click OK.

5. Install the Primary Server.

Choose this computer or another computer. For details, click here. 6. Install the Data Vault Server.

Choose this computer or another computer. For details, click here. You will need to specify the File Storage Location (Base Path) where captured Screen Snapshot and Email Attachment files will be stored.

7. Install the Web Filter Server.

Choose this computer or another computer. For details, click here.

8. Wait for all services to be installed.

When all selections have been made, wait as the Server Components are installed and the services are started.

Install the Control Center application.

For Control Center installation details, click here. Start the Control Center wizard. Follow on-screen instructions to install this application. You must install a Control Center on the computer where the Spector 360 Database resides for Database Management purposes.

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To register Spector 360:

When the Serial Number Registration panel appears, installation of the Spector 360 Server Components is complete. You are now required to register your Product Serial Number. If the computer is connected to the Internet click the Register button to request the Unlock Code. If the computer is not connected to the Internet or you wish to register later, click Close. Skip to Step 4 below. You need to register and unlock Spector 360 before you can use it.

You can complete the installation without registering at this time. You will have to register and unlock Spector 360 before you can use it. See Registering Spector 360 for instructions on registering later.

1. Click Register.

See Registering Spector 360. Within a matter of minutes, an Unlock Code will be sent in an email to the address of the owner of the Spector 360 serial number.

2. Enter the unlock code.

Copy (Ctrl+C) the Unlock Code from the email you receive (after registering) and paste it (Ctrol+V) into the "Unlock Code" input box on the registration page. After pasting in the Unlock Code, click

Unlock to complete the registration.

3. Check the number of validated license.

A message tells you that your serial number is validated for the number of licenses you purchased.

Click OK.

4. Read the Post-Installation Notes.

The setup ends with notes open. Print the notes if desired and close the file.

5. Click Finish.

If you have trouble successfully installing the Spector 360 services, you may need to adjust your endpoint antivirus software settings. See Excluding Spector 360 from Antivirus Detection.

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Next Steps:

Now that Spector 360 is installed, your next steps are to:

Test the Server Components.

Make sure all services are running and components are communicating.

Install Recorders. More...

Begin configuring and installing the Spector 360 Recorder on network computers.

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Installing Spector 360 Servers (Details)

Network vs. Local Service Credentials

The Setup program installs Windows services for the SQL Server, Primary Server, Data Vault, Web Filter Server, and Control Center Server. Some of these services rely on account credentials to access other computers and/or the SQL Server (database) data. Be sure to use credentials that have appropriate access to the computer(s) the Server needs to access. Later on in the Setup procedure you will be prompted to supply the account credentials for the network installation. The Setup program automatically creates SQL database credentials for a Servers that access the Database, based on the account you select.

If you plan to install all Server Components on one computer:

Select Local System for all components. The component services will be installed to run under the Local System account. This is the easiest configuration, if the computer can handle the needs of the Spector 360 Databases in terms of disk space and processing power. Click Next to proceed.

If you plan to install Server Components on different computers:

Select Network for component services you would like to install and run under one or more network accounts. Network credentials allow a service read/write permission on another computer. Make your selections on this panel and click Next to continue.

Note: Setup ALWAYS prompts for the Control Center credentials, which should be for a Domain Administrator level network account. It is NOT necessary to request a Network installation for the Primary Server if it will be running on a separate machine.

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Network vs. Local Service Credentials

SQL Server - The safest configuration is to install the SQL Server, the 360 Databases, and the File Storage Folder on one computer. Use network credentials if you plan to install any of these on a separate computer, or you want to be able to Backup or Archive data to a machine different from the one the current STORAGE database is running on.

Primary Server - Generally this service can run under the local system account.

Data Vault - Requires access to the Database computer and the File Storage Folder. If you want to store Screen Snapshots and Email Attachments (which can take up a lot of space) on a separate machine from the Database machine, use a network account for the Data Vault (DV) service. Also, if you have a large system and plan to install multiple DV Servers to maximize performance, select a network account installation.

Web Filter Server - Requires access to the Database computer. If you have thousands of web sites to filter and would like to install the Web Filter Server on a separate machine from the Database to maximize performance, or if you plan to install multiple servers, select a network account installation.

Control Center Server - MUST run under a Network Domain Administrator (or equivalent) account.

The account must provide Administrator-level privileges on all network computers running the Recorder.

With these privileges, the Control Center can fully monitor the status of and configure Client computers.

If you change the default selection, a message appears before installation of each service allowing you to change back to the Local System Account before continuing. Click Yes to keep your Network selection.

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You can change the service account later.

You can change the account under which any service runs (and change from local to network or vice versa) after installation. Use the Control Center's Server tool.

Next:

Return to Server Component Steps Installing the Database

Installing the Databases with SQL Server Express

If you have purchased fewer than 1,000 computer licenses, the installation includes Microsoft SQL Server Express 2005 with a SpectorSoft SQL Job Agent. If you have purchased 1,000 or more computer licenses, see Installing the Databases with Full SQL Server.

The location where you install the Spector 360 Databases must be accessible to all computers running the Dashboard or Control Center. The Dashboard relies on connection to the database.

If you are upgrading Spector 360:

Use the previous SA password. See Updating Spector 360. If you are upgrading from Spector 360 Version 6.1, the Setup will automatically moves data from the old MSDE instance to the new SQL Server instance and uninstalls MSDE.

To install the Spector 360 Database:

1. A message informs you that Setup will install Spector 360 Databases and MS SQL Express or full MS SQL Server after checking for the required disk space. Click Next to begin.

If the Setup determines that there is not enough free space for this installation, a message will appear.

You should have ample free disk space if you have accounted for the Spector 360 Requirements and

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Installing the Databases with SQL Server Express

2. Select an installation path for SQL Server and for the 360 Database files.

Accept the default location for the SQL Server installation AND for the Spector 360 Database files (C:\Program Files\Microsoft SQL Server)or Browse to and select a different location and click OK. The MS SQL Server files and the 360 Database files can be installed at different locations, but must be in constant communication. Use Network Account credentials for the SQL Server service if

components will be distributed. Click Next to proceed. If a selected installation path does not exist, respond Yes at the prompt to create it.

The Spector 360 database is given the instance name SPECTOR360. The edition of SQL Server installed depends on the number of computer licenses you have purchased.

3. You may be prompted to download files.

If the computer you are installing on is connected to the Internet, the latest components will automatically be downloaded from SpectorSoft, and you can skip this step. If you receive the

following prompt, make sure the computer is connected to the Internet, and then compare the "Current"

version supplied by this Setup program to the "New" version found at the web site. Click Next.

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The database version you are about to install is displayed as the "Current"

version on this panel. Downloading is necessary only when a newer version is available at the SpectorSoft web site.

4. Wait as SQL Server is installed.

Wait as files are downloaded, extracted; the SQL Server Database is installed, configured and tested;

and various scripts are executed.

5. Install SQL Agent Setup (SQL Server 2005 Express only).

If your installation includes SQL Server 2005 Express, the Spector 360 SQL Agent Setup Wizard now begins. Click Next to start.

6. Select an installation folder for the SQL Agent.

The default location is C:\Program Files\Spectorsoft\Spector 360 Sql Agent\. Click Browse to navigate to and select a different location for the SQL Agent.

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If you wish, click Disk Cost to determine disk space on available drives. Space required by the SQL Agent appears in the "Required" column, next to "Available" disk space, followed by the "Difference"

between Available and Required. From this panel, click OK to return to Select Installation Folder.

Click Next to accept the Installation Folder and continue.

7. Click Next to Confirm the Installation

Wait for the Agent to be installed.

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8. Click Close when the installation of the SQL Agent is complete.

9. If you have selected Network credentials for the SQL Server, you are prompted to confirm your choice. Otherwise, the installation continues. Click Yes to continue installing the service under network credentials.

Click No to use the Local System Account.

If you select Yes, enter the account credentials for the SQL Server service. Use the format DOMAIN\USENAME.

10. Wait as the Setup tests the SQL Server, copies files, and executes scripts.

11. If you have Windows XP, a message tells you that Ports 1055 and 1434 will be opened in your Windows XP Firewall to allow access to the Spector 360 Database. Click OK.

12. When Spector 360 Database setup is complete, click Finish. The Setup proceeds to installation of the Dashboard application.

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The SQL Server instance takes the name computer\SPECTOR360, where computer is the name of the machine where the database is installed.

Next Step:

Return to Server Component Steps Installing the Dashboard

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Installing a Full SQL Server Database

If you have purchased SQL Server with Spector 360, the provided installation includes the full Microsoft SQL Server 2005. If you will be using a separately purchased Microsoft SQL Server 2005 (Standard or Enterprise), the installation prompts you to locate the MS SQL Server install files. If you are installing SQL Server 2005 Express, see Installing the Database with SQL Server Express.

The location where you install the Spector 360 Databases must be accessible to all computers running the Dashboard. The Dashboard relies on connection to the database.

If you are upgrading Spector 360

Use the previous SA password. If you are upgrading from Spector 360 Version 6.1, the Setup will automatically move data from the old MSDE instance to the new SQL Server instance and uninstall MSDE.

To install the Spector 360 Database:

1. If you have purchased Spector 360 without the SQL Server Database, the Setup prompts for SQL Server installation files that it can use to configure the Spector 360 Database. Click Browse to navigate to and select the location of your SQL Server install location or install media.

If you have purchased MS SQL Server with Spector 360, this prompt does not appear.

2. A message informs you that Setup will install Spector 360 Databases. Click Next to begin. If the computer you are installing on is connected to the Internet, the latest components will be downloaded

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Installing a Full SQL Server Database

from SpectorSoft.

If you are prompted to download files, make sure the computer is connected to the Internet, and then compare the "Current" version supplied by this Setup program to the "New" version found at the web site.

3. Accept or change the installation paths for MS SQL Server and the 360 Database files.

Accept the default location for the SQL Server installation AND for the Spector 360 Database files (C:\Program Files\Microsoft SQL Server)or Browse to and select a different location and click OK. The MS SQL Server files and the 360 Database files can be installed at different locations, but must be in constant communication. Use Network Account credentials for the SQL Server service if

components will be distributed. Click Next to proceed. If a selected installation path does not exist, respond Yes at the prompt to create it.

4. Select the Initial Database Size.

The Initial Database Size determines the maximum size of STORAGE databases. Refer to Estimating the Database Size for information on how to calculate a database size and the amount of disk space required. When your first STORAGE database reaches the size selected here, it "clones" to create a new database of the same size.

Click Next to proceed. Wait for database script execution to run.

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The Spector 360 database is given the instance name SPECTOR360. The edition of SQL Server installed depends on the number of computer licenses you have purchased.

5. You may be prompted to download files.

If you have downloaded the Setup program from the SpectorSoft web site and are installing for the first time, the latest files are automatically downloaded, and you can skip this step.

The database version you are about to install is displayed as the "Current "

version on this panel. Downloading is necessary only when a newer version is available at the SpectorSoft web site.

6. SQL Server installation begins automatically.

Wait as files are downloaded, extracted, the SQL Server Database is configured and tested, and scripts are executed. This process can take time.

7. Wait as SQL Server Service Paks are installed.

8. Wait as the Spector 360 Database files are copied and scripts are executed.

9. When Spector 360 Database setup is complete, click Finish. The Setup proceeds to installation of the Dashboard application.

The SQL Server instance takes the name computer\SPECTOR360, where computer is the name of the machine where the database is installed.

Next Step:

Return to Server Component Steps Installing the Dashboard

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Installing the Dashboard

Installing the Dashboard

The Dashboard installs with the Server Components as part of a complete Setup. You can use the Setup program to install ONLY the Dashboard on managers' computers on the network. These

managers will use the Dashboard to access and view recorded activity. See the Spector 360 Dashboard Guide.

The Spector 360 Dashboard requires Microsoft .NET Framework (DNF) and Microsoft Data Access Components (MDAC). If the Setup program does not find the correct .NET component, it displays a message and you must download and install it. Setup automatically installs MDAC if it is not found. If the components already exist on the computer, the Setup does not install them.

To install the Dashboard:

1. Following Database installation, click Next and wait for Setup to prepare the Dashboard installation.

2. If you are prompted, download newer Spector 360 Dashboard files from the SpectorSoft web site. If the "Current" version is the latest version available, you will NOT see this prompt. Wait as files are downloaded.

3. Click Next at the install wizard welcome to start the installation.

Dashboard with Servers Dashboard-only Install

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4. Choose a destination folder for the Dashboard program:

The default location is C:\Program Files\Spector 360\Spector 360 Dashboard. If you wish, click

Change to navigate to a different location. Select a location or type a path next to "Folder name," and click OK.

Click Next to accept the destination folder.

5. Install the application:

Confirm the setup type and destination folder. Click Back to make changes. Click Install to proceed.

Wait for the application to be installed.

6. Specify the Spector 360 Database this Dashboard will access:

Enter computer\SPECTOR360 where computer is the name of the computer where you have installed the Spector 360 Databases. If you are installing all components on this computer, use this computer's name. Click the [...] button to select computer\SPECTOR360 from a list of computers with SQL Server.

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Installing the Dashboard

7. If you wish, click Connect to test the current computer's ability to connect to the SQL Server instance you selected. Login to the database using the System Administrator sa login name and the password you defined in the Database Setup step above. Click OK.

A message tells you if the connection was successful. Click OK. Even if the connection is not successful, you can continue setting up the Dashboard. You will get a chance to enter database and connection information later. Also, see Installation Errors.

Click OK to accept the Spector 360 SQL Server instance.

8. When the install wizard has completed, click Finish.

If you are installing all Server Components, continue with the Control Center installation.

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Proceed with Server Installation.

Note: After installing the Dashboard, create a Dashboard login for each manager. See Running the Control Center and Dashboard.

To start a Dashboard-only install:

1. Run the Setup sp360setup*.exe program.

Make sure you are using the same version you used to install the Spector 360 Database. Double-click the downloaded program icon or insert the CD in your CD drive to auto-start the Setup program.

If any Spector 360 for Network components have been installed on this computer, you are prompted to choose to uninstall or reinstall components.

2. Deselect "All Spector 360 Components" and select only Dashboard for installation.

3. Read the license agreement, and if you agree to the terms click Yes to accept them.

4. Enter your 16-character Spector 360 serial number and click OK. You will NOT have to re-register and unlock the installation if the Server Components are already registered.

5. Follow the installation wizard steps (as shown above) until you are prompted to Finish the installation.

You may be prompted to restart the computer.

Next:

Return to Server Component Steps Installing the Control Center

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Installing the Control Center Server

Installing the Control Center Server

Install the Control Center Server BEFORE you install other Servers and the Control Center application.

Click Next to begin the Server portion of the installation and wait for files to download.

The Control Center Server (CCS communicates with network computers and the Control Center Application. This Server must be running to handle communication with computers and remote

configuration and installation of the Recorder on computers. Although multiple Control Center applications can be installed, only one CCS is installed.

To install the Control Center Server:

1. A message informs you that a Windows service will be installed on this computer to give the Control Center regular status updates on the computers you will be recording. Click OK.

In order to retrieve information about network computers, the CCS requires Administrator privileges on those computers. Ideally, you have a Domain Administrator account or an account that has Administrator privileges established as a member of the Administrator group on each computer. See Server Components and the Network.

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2. Set the credentials for the CCS to use.

If you provided Network credentials for the SQL Server service, a message appears asking if you would like to reuse the credentials. Click Yes to reuse the credentials entered before and go on to Step 3 Click No to enter different network credentials.

If you have not provided credentials, in the Account Information box, enter the User Name in the format DOMAIN\USER and enter the Password twice. Use Domain Administrator or equivalent credentials. Click OK.

3. A message informs you that you will need to register your serial number and obtain an unlock code.

Click OK.

4. Continue on to Installing the Primary Server. Next:

Return to Server Component Steps Installing the Primary Server

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Installing the Primary Server

Installing the Primary Server

The Primary Server communicates with all Spector 360 Recorders to provide licensing and software updates. A Recorder will not operate properly unless it has a license and can establish network connection to the Primary Server.

To install the Primary Server:

Select where to install the Primary Server:

Install on This Computer - Install this Server on the current computer.

Install on Another Computer (enter the computer name in field below) - Direct the installation to another computer. Click the Browse button to browse the network and select a computer, or enter a

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name in the Computer Name field. You must be logged in under administrator credentials for the computer.

Primary Server is Already Installed (enter computer name in field below) - Use this option ONLY when you have already installed the Primary Server for this version of Spector 360.

Computer Name - If you do not choose "Install on This Computer," enter the Computer Name where the Primary Server will be or is installed.

Browse - Click this button to locate and select a computer on the network.

Install PS Service with Network Credentials - Check this option to install the Primary Server Windows service under network account credentials (not usually necessary). Clear thi0s option to use the Local System Account.

Credentials - When you click the Credentials button, the Account Information box appears. This prompt also appears if you click Next with "Network Credentials" checked and have not supplied them. Supply the domain\username and password for the network account. Click OK.

Reuse Credentials - If you have already supplied network credentials for the CCS and click Next with

"Network Credentials" checked, a prompt asks if you want to reuse those credentials. Click Yes to continue using the same credentials (you don't have to enter them again) or No to go the Account Information box and enter different account credentials.

Click Next to continue the Setup. If a Primary Server was previously installed, you are prompted to stop it now in preparation for reinstallation. Click OK.

Continue on to setup the Data Vault.

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Installing the Data Vault Server

Next:

Return to Server Component Steps Installing the Data Vault Server

Installing the Data Vault Server

The Data Vault Server receives recorded activity from Recorders across the network, sends Email Attachment and Screen Snapshot files to File Storage folders, and processes the

"raw" recorded data for insertion into the Spector 360 Database.

If unable to connect to the Data Vault, a Recorder will continue to record and store the recordings locally until the Data Vault is accessible. This Server must be running for recorded activity to be stored in the Spector 360 Database and appear in the Dashboard.

If you are using Setup to install ONLY a Data Vault Server, see below.

If you direct the Data Vault Server installation to a computer remote from where the Spector 360 Setup is being run, the C$ Administrator share must be enabled on that remote computer or the service cannot be installed.

If you install the DV service separately from the Spector 360 Databases, be sure to install it using Network Credentials. This ensures the Windows DV service will have access to the SQL Server database instance.

To install the Data Vault Server:

1. Locate the SQL Server

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2. Select a location for installing the Data Vault (DV) service.

Install on Another Computer (enter the computer name in field below) - Direct the installation to another computer. Click the Browse button to browse the network and select a computer, or enter a name in the Computer Name field. You must be logged in under administrator credentials for the computer.

Data Vault is Already Installed (enter computer name in field below) - Use this option ONLY when you have already installed a Data Vault for this version of Spector 360.

Computer Name - If you do not choose "Install on This Computer," enter the Computer Name where the Data Vault will be or is installed.

3. Install the Data Vault with Local or Network Credentials.

Install DV Service with Network Credentials - Check this option to install the service under network account credentials. Clear this option to use the Local System Account.

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Reuse Credentials - If you have already supplied network credentials for the CCS or Primary Server and click Next with "Network Credentials" checked, a prompt asks if you want to reuse

those credentials. Click Yes to continue using the same credentials (you don't have to enter them again) or No to go the Account Information box and enter different account credentials.

Click Next to continue the Setup.

4. Specify the File Storage Location.

Specify the base path to the location where Screen Snapshots and Email Attachments will be stored.

The default path is C:\Spector360Data. If you wish, use the Browse button to find and select another location. Click Next to continue.

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The File Storage location (Base Path) requires approximately 500 MB free disk space per user / per month. For example, to store 2 months of data for 30 users would require 500 * 30 * 2 = 30000, or 30 GB. The DV Service credentials must have full access to read and write files at this location. In addition, you will need to

"share" the location with other Dashboard users.

5. Continue on to install the Web Filter Server. All services are installed following the last Server prompt.

To install ONLY the Data Vault Server:

Be sure to install the Database and Control Center Server (CCS) before installing the Data Vault. If you use more than one Data Vault Server, each must communicate with the Database using the SAME network credentials. Select the Data Vault from the Select Components panel, or use a command line to install.

Accept the License Agreement and enter your Serial Number before following the steps below.

You can also install extra Data Vault and Web Filtering Servers from a command line. See Installing Extra Servers from a Command Line.

1. Enter the computer where the Spector 360 SQL Server instance resides. Enter the SA password. Click

Next.

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2. Wait for a script to test the connection.

3. Select a Local System or Network account to run this Data Vault Server service. If you are installing a Data Vault at a different computer from the central Spector 360 Database, select Network.

4. Choose your Spector 360 Server installation path. This is the path where software will be installed on the computer you select. Click Yes if necessary to create the path.

5. Select Install on This Computer to install Data Vault Server on the current computer. Select Install on Another Computer and enter the computer name if you are not running Setup on the computer where you want this Data Vault to reside.

6. If you are installing the Data Vault separately from the Database, click the Credentials button. Enter Network account User Name and Password. Click OK. Click Next. If required, an exception is added

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7. Choose the File Storage Location for this Data Vault, by default C:\Spector360Data. The Data Vault will store Screen Snapshots and Email Attachments at this location. If you are using a centralized Database with File Storage location, you can use this Data Vault's Control Center after installation to change the path to the central location.

8. Wait as files are installed. Click Finish.

Next:

Return to Server Component Steps Install the Web Filter Server

Installing the Web Filter Server

OPTIONAL. The Web Filter Server enforces Web Filtering rules. Computers where the Recorder is installed query the Web Filter Server before accessing the Internet, and the Web Filter Server applies filtering rules provided by the Spector 360 Database. If you will not be using Spector 360 Web Filtering, there is no need to install this component.

If you direct the Web Filter Server (WFS) installation to a computer remote from where the Spector 360 Setup is being run, the C$ Administrator share must be enabled on that remote computer or the service cannot be installed.

If you install the WFS service separately from the Spector 360 Databases, be sure to install it using Network Credentials. This ensures the service will have access to the SQL Server database instance.

To use the centralized Web Filtering feature, you must enable Server Web Filtering in the Recorder's Computer Profile under the "Block" tab. Do this from the Control Center's Computers tool.

To install the Web Filter Server:

1. Select where to install the service.

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Installing the Web Filter Server

Install on Another Computer (enter the computer name in field below) - Direct the installation to another computer. Click the Browse button to browse the network and select a computer, or enter a name in the Computer Name field. You must be logged in under administrator credentials for the computer you select.

Data Vault is Already Installed (enter computer name in field below) - Use this option ONLY when you have already installed a Data Vault for this version of Spector 360.

Computer Name - If you do not choose "Install on This Computer," enter the Computer Name where the Data Vault will be or is installed.

2. Install the Data Vault with Local or Network Credentials.

Install DV Service with Network Credentials - Check this option to install the service under network account credentials. Clear this option to use the Local System Account.

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Reuse Credentials - If you have already supplied network credentials for another server and click

Next with "Network Credentials" checked, a prompt asks if you want to reuse those credentials.

Click Yes to continue using the same credentials (you don't have to enter them again) or No to go the Account Information box and enter different account credentials.

Click Next to continue the Setup.

3. If the WFS was previously installed, you are prompted to stop it now in preparation for reinstallation.

Click OK.

4. When you are ready, click Next on the Setup Web Filter Server panel to continue. Wait as all remaining Server Components are installed.

Continue on to set up the Control Center application. Next:

Return to Server Component Steps Installing the Control Center Application

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Installing the Control Center Application

Installing the Control Center Application

The Control Center application installs with the Server

Components as part of a complete Spector 360 Setup. You must install a Control Center on the Spector 360 Database computer to

manage Databases. You can also use the Setup program to install ONLY the Control Center on administrators' computers on the network. These administrators will use the Control Center to manage Recorders, the Database, Web Filtering, and/or Event Alerts. See the Spector 360 Administrator's Guide.

The Spector 360 Control Center requires Microsoft .NET Framework (DNF). If the Setup program does not find the correct .NET component, it displays a message and you must download it from the Microsoft web site and install it.

To install the Control Center with Servers:

1. At the Welcome pane, click Next to continue.

2. Select the Control Center Installation Folder

If you want to change the Control Center installation folder, click Browse and navigate to and select a new folder. The default is C:\Program Files\SpectorSoft\Spector 360 Control Center(v70).

Control Center with Servers Control Center-only Install

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If you want to check disk space, click Disk Cost.

Select Everyone to allow any logged in user to access the Control Center.

Select Just me to allow ONLY the current Windows user to access the Control Center.

Click Next to continue, Back to return to the previous panel, or Cancel to exit.

3. Confirm the installation.

Click Next to continue, Back to return to the previous panel, or Cancel to exit.

4. Wait for the application to be installed.

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5. When the installation is complete, click Close.

Continue on to Registration.

To install the Control Center only:

All Server Components should already be installed.

1. Run the Spector 360 Setup program.

Accept the License Agreement and enter the Serial Number, if necessary, before following the steps below.

2. Choose an installation path for the Control Center application.

3. Identify the location of Control Center Server. Enter the computer name where you initially installed the servers, or click Browse to find the Server computer on the network. Click Next to continue.

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4. Confirm that you are NOT installing the Control Center Server, and verify that this server and the Primary Server are located and accessible on the network. Click Yes.

5. Verify that the Primary Server is already installed. Enter the name of the Primary Server computer.

Click Next.

6. Locate the Spector 360 SQL Server instance. Click Next.

7. Locate the Data Vault Server. Click Next.

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8. Locate the Web Filter Server (screen similar to above). Click Next. 9. Wait for the files to install.

10. Click Finish. The Control Center application is now installed.

Next:

Return to Server Component Steps Registering and Unlocking

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Registering Spector 360

You must register your serial number with SpectorSoft to run Spector 360. When you register, you receive an Unlock Code by email that enables deployment of the Spector 360 Recorder for the number of licenses purchased. You will NOT be able to install the Recorder and capture activity without the Unlock Code. If the Setup computer did not have the Internet connection required to register, or if you chose to "Finish" the Setup before registering, follow these instructions.

To register your Serial Number:

1. Open the Serial Number Registration panel:

At the computer where the Primary Server is installed, double-click the system tray icon for the Primary Server. On the Primary Server Administration window, click Register SN - OR -

Open the Control Center application. Select the Computers > Manage Computer Licenses. Select Register Serial Number from the Task Navigation pane, or click Register on the toolbar.

Start > All Programs > Spector 360 > Spector 360 Control Center

2. If the computer is connected to the Internet:

Click the Register button on the Serial Number Registration panel. A web browser window

automatically opens to Step 2 of 2 of the online SpectorSoft Registration procedure. Your registration information has been sent.

If the computer is NOT connected to the Internet:

At the Serial Number Registration panel, use the Copy button to copy the Serial Number and paste it into a document. Copy the Registration Code number and paste it into the document. Take the document with these numbers to a computer that has Internet connection. Open a web browser to

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Registering Spector 360

http://www.spectorsoft.com/support/360_register.asp

Follow the instructions to use your Serial Number and Registration Code to register.

3. Wait to receive the Unlock Code in an email.

When you register, an email is sent to the address of the contact who made the SpectorSoft purchase.

When the email arrives, open it and double-click on the Unlock Code in the body of the email. Use

Ctrl+C to copy it.

The email containing the Unlock Code is sent to the email address of the contact who purchased Spector 360.

4. Paste the Unlock Code in the field on the Registration panel.

Use Ctrl+A and Ctrl+C to copy the unlock code from the email. Use Ctrl+V to paste the code directly in the field at the bottom of the Serial Number Registration panel.

If you are at a different computer, paste the Unlock Code into a document and transport the document to the Primary Server or Control Center computer, where you can paste the Unlock Code in the field at the bottom of the Register Serial Number panel.

5. Click the Unlock button below the unlock field.

If Spector 360 is successfully unlocked, a message confirms the number of Client Licenses for which your Serial Number is valid. Click OK. The Serial Number and licenses should now be available in both the Primary Server Administration window and in the Control Center's Manage Computer Licenses window.

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Installing Extra Servers from a Command Line

It's possible to install an additional Data Vault or Web Filter Server from the Spector 360 Setup program.

You can either run the Setup program after installing the base Server Components and select ONLY the

Data Vault or Web Filter Server, or you can run the Setup program from a command line.

To install servers from a command line:

1. Download the Setup program to a hard drive, if necessary. (You can do this at the SpectorSoft web site using your serial number.)

2. Select Windows Start > Run and type cmd in the run box. Press Enter.

3. At the console prompt, navigate to the folder where the Setup program exists and use the following command:

sp360setup70.exe /e

If you have already installed the Server Components, the Setup program launches to the Extra Servers panel.

4. Check the type of Server you wish to install. Click Next.

5. Agree to the License Agreement.

6. Enter your serial number. If you are running Setup from where Server Components are already installed, the serial number will appear.

7. Enter the computer where Spector 360 Database (SQL Server instance) is installed. Type the SA Password to the Database. Click Next.

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Installing Extra Servers from a Command Line

8. Choose whether to install the Server under the Local System or Network Account credentials. If the Data Vault or WFS will be installed on any computer OTHER than the Database computer, select

Network.

9. Choose your Spector 360 Server installation path. This is the path where software will be installed on the computer you select.

10. Select the computer where you want to install the Server.

Install on This Computer: Install the Server on the computer where you are running the Setup.

Install on Another Computer: Install the Server on a computer remote from where you are running the Setup. Enter the computer name.

[Server] Is Already Installed (enter computer name in field below). Use this option when the service

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11. Click Credentials and enter the Network credentials to use for the Server. Click Next.

If you are installing a second Data Vault, use the SAME network credentials for both Data Vault Servers. If you are installing a second WFS, use the SAME network credentials for both WFS Servers.

12. If the Server was previously installed on the computer, a message appears. You can choose to stop the Server and reinstall it.

13. Follow instructions to complete the installation. The Server icon should appear in the system tray of the computer where it is installed.

Be sure to ADD the server to the Control Center. To have Client Recorders use the extra Server, you will need to change the Recorder Profile Server Settings to name the extra Server computer. See the Administrator's Guide for these procedures.

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Installing the Spector 360 Recorder on a Test Computer

Installing the Spector 360 Recorder

Installing the Spector 360 Recorder on a Test Computer

Once the Server Components are installed, registered, and unlocked, you can begin installing the Spector 360 Version 7 Recorder on computers you wish to monitor. If you are updating Spector 360, the new Spector 360 Control Center will display your previous computer list. This topic tells you how to install a

"test" Recorder on a computer. You must have a license for each computer receiving a Recorder installation.

To "exclude" SpectorSoft from anti-virus/anti-spyware scanning at computers, see Excluding Spector 360 from Antivirus Detection in this guide.

Recorder software on all computers must be upgraded to version 7.0 or greater.

Older versions will not deliver data to your new Spector 360 installation until they have been upgraded. You do NOT need to uninstall the old Recorder from a computer before installing the new version.

To install a test Recorder on a computer:

To test communication, recording, and profile settings, begin by installing the Recorder on one or two

"test" computers.

1. Open the Control Center.

Select Windows Start > All Programs > Spector 360 > Spector 360 Control Center. It is not necessary to log in to the Database to install Recorders. Either cancel the login panel or enter your Database (initially, the SA) credentials.

2. Open the Add New Computers Wizard.

a. In the Control Center, select the Computers tool from the lower left pane.

b. Select Manage Computers in the upper left pane. The Control Center opens to the Manage Computers view.

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c. Select Add Computers from the left Task Navigation pane or click New on the Toolbar.

3. On the first wizard panel, click Next.

The wizard leads you through the steps necessary for acquiring your computer list and installing the Recorder. You may want to start by installing and testing the Recorder on one test computer.

4. Choose how to acquire the computers.

To install one Client Recorder for testing purposes, select the top option, Type one or more computers names. Click Next. Other installation options are described in the Spector 360 Administrator's Guide.

You can use the Add Computers wizard multiple times to build a complete computer list. Computers already in the list will not be added again.

5. Add a computer.

Click the Add button. In the field that appears, Type the domain name in the Domain field. Click in the Computer Name field and type the name of the Windows machine as known on the network. Leave the

DEFAULTGROUP selection as is. You can define groups and move computers to them later. Press Enter on your keyboard to add this computer. Click Next.

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Installing the Spector 360 Recorder on a Test Computer

6. Schedule the Recorder installation.

The next panel allows you to skip installation for now or set an installation schedule. For your test installation, select Schedule installation for and set the schedule to about five minutes in the future.

For now, leave "Don't automatically update the Spector Recorder" selected. Click Next.

7. Select a Recording Profile.

The profile determines recording settings on the computer — when to take snapshots, which programs to record, whether to enable Web Filtering, and so on. At first, only the Initial Profile provided with Spector 360 is listed. If you choose "Don't assign a Recording Profile or Build to these computers," the wizard closes, and the computer is added to the list. Default settings will be used for installation (or no installation will take place). To install a test Recorder, leave the Initial Profile selected and click Next.

Spector 360 Deployment Guide. Version 7

Spector 360 Deployment Guide

Table of Contents

Deployment Guide

Spector 360 DeploymentGuide

Installing Spector 360

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Network vs. Local Service Credentials

Installing the Databases with SQL Server Express

Installing a Full SQL Server Database

Installing the Dashboard

Installing the Control Center Server

Installing the Primary Server

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Installing the Data Vault Server

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Installing the Web Filter Server

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Installing the Control Center Application

Registering Spector 360

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Installing Extra Servers from a Command Line

Installing the Spector 360 Recorder on a Test Computer