8e6 Technologies R3000IR User Manual

R3000
®
| Internet Filter
QUICK START
GUIDE
Model: R3000IR
MSA-002-003
8e6 Internet FIlter wIth Integrated reporter QuIck Start guIde
© 2008 8e6 Technologies. All rights reserved.
This document may not, in whole or in part, be copied, photocopied, reproduced, translated, or reduced to any elec­tronic medium or machine readable form without prior written consent from 8e6 Technologies.
Every effort has been made to ensure the accuracy of this document. However, 8e6 Technologies makes no war-
ranties with respect to this documentation and disclaims any implied warranties of merchantability and tness for a
particular purpose. 8e6 Technologies shall not be liable for any error or for incidental or consequential damages in connection with the furnishing, performance, or use of this manual or the examples herein. The information in this documentation is subject to change without notice.
The R3000IR product has been tested and found to comply with the limits for a Class A digital device, pursuant to part 15 of the FCC Rules. These limits are designed to provide reasonable protection against harmful interference when the equipment is operated in a commercial environment. This equipment generates, uses, and can radiate radio frequency energy and, if not installed and used in accordance with the instruction manual, may cause harmful inter­ference to radio communications. Operation of this equipment in a residential area is likely to cause harmful interfer­ence in which case the user will be required to correct the interference at his own expense.
Trademarks
Other product names mentioned in this manual may be trademarks or registered trademarks of their respective com­panies and are the sole property of their respective manufacturers.
Part# R3000IRul-QSG-081201
ii 8e6 R3000iR Quick StaRt Guide

Contents

R3000IR IntRoduCtIon ..............................................................................1
About this Document ....................................................................................................................2
Conventions Used in this Document ........................................................................................... 3
seRvICe InfoRmatIon .................................................................................. 4
PRelImInaRy setuP PRoCeduRes .................................................................5
Unpack the Unit from the Carton .................................................................................................5
Select a Site for the Server ...........................................................................................................6
Rack Mount the Server ..................................................................................................................6
Check the Power Supply .............................................................................................................16
General Safety Information .........................................................................................................17
Install the seRveR .................................................................................. 20
Step 1: Setup Procedures ........................................................................................................... 20
Step 1A: Quick Start Setup Procedures ....................................................................................21
Step 1B: Console Setup Procedures .........................................................................................29
Step 2: Test the R3000 Console Connection ............................................................................41
Step 3: Test Filtering or Mobile Client Console Connection ...................................................42
Step 4: Set Library Updates ........................................................................................................43
Step 5: Change the ER Admin User Name and Password, Set Self-Monitoring ....................47
Step 6: Client Workstation Conguration .................................................................................50
Step 7: Launch the ER Client .....................................................................................................51
ConClusIon .............................................................................................53
Best fIlteRIng PRaCtICes ........................................................................54
Threat Class Groups ...................................................................................................................54
Filtering Scenarios ......................................................................................................................55
ImPoRtant InfoRmatIon aBout usIng the eR In the evaluatIon mode ......... 71
Administrator Console, Expiration Screen ...............................................................................71
ER Client, ER Server Statistics Window ....................................................................................72
8e6 R3000iR Quick StaRt Guide iii
led IndICatoRs and Buttons ...................................................................73
Diagrams and Descriptions ........................................................................................................73
RegulatoRy sPeCIfICatIons and dIsClaImeRs .............................................74
Declaration of the Manufacturer or Importer ............................................................................74
Index .......................................................................................................77
iv 8e6 R3000iR Quick StaRt Guide

R3000IR IntRoduCtIon

Thank you for choosing to evaluate the 8e6 Technologies R3000IR Internet Filter with Integrated Reporter. This product combines the R3000 Internet Filter with the ER Enter­prise Reporter to track end user Internet activity and generate reports that assist admin-
istrators in developing policies and targeting sites to be ltered, in order to maximize bandwidth utilization and productivity.
The R3000 can be congured to block specic Web sites or service ports, thereby pro­tecting your organization against lost productivity, network bandwidth issues, and pos-
sible legal problems that can result from the misuse of Internet resources. This product also features expansive library categories, instant message and peer-to-peer blocking,
user authentication, and intuitive screens and elds for ease of use when conguring and maintaining the server, as well as managing user and group ltering proles.
The ER is comprised of the server and client application. Once the ER server is con-
gured and R3000 log les have populated the database, an administrator can use the
ER client reporting application to virtually generate an unlimited number of queries and reports from data in the database. This data shows which end user is accessing which site, the duration of each site visit, and the frequency of these visits. The client gives
the administrator the ability to interrogate massive datasets through exible drill-down technology, until the desired view is obtained, and then memorize and save the view to a user-dened report menu for repetitive, scheduled execution and distribution.
Quick setup procedures—to implement the best ltering practices for the scenarios
described in the second paragraph—are included in the Best Filtering Practices section that follows the Conclusion of this guide.
8e6 R3000iR Quick StaRt Guide 1

About this Document

This document is divided into the following sections:
Introduction - This section is comprised of an overview of the R3000IR product and
how to use this document
Service Information - This section provides 8e6 Technologies contact information
Preliminary Setup Procedures - This section includes instructions on how to physi-
cally set up the R3000IR in your network environment
Install the Server - This section explains how to congure the R3000IR for ltering
and reporting
Conclusion - This section indicates that the quick start steps have been completed
Best Filtering Practices - This section includes a chart of library categories orga-
nized into Threat Class Groups, accompanied by ltering scenarios and directions for implementing the best ltering practices to secure your network, prevent excessive
bandwidth usage, and increase productivity
Evaluation Mode - This section gives information on using the ER in the evaluation
• mode
LED Indicators and Buttons - This section explains how to read LED indicators and
use LED buttons for troubleshooting the unit
Regulatory Specications and Disclaimers - This section cites safety and emis-
sions compliance information for the R3000IR model referenced in this document
Index - An alphabetized list of some topics included in this document
2 8e6 R3000iR Quick StaRt Guide

Conventions Used in this Document

The following icons are used throughout this document to call attention to important information pertaining to handling, operation, and maintenance of the server; safety and preservation of the equipment, and personal safety:
NOTE: The “note” icon is followed by additional information to be consid-
ered.
WARNING: The “warning” icon is followed by information alerting you to a
potential situation that may cause damage to property or equipment.
CAUTION: The “caution” icon is followed by information warning you that a
situation has the potential to cause bodily harm or death.
IMPORTANT: The “important” icon is followed by information 8e6 recommends
that you review before proceeding with the next action.
The “book” icon references the R3000 User Guide. This icon
is found in the Best Filtering Practices section of this document.
8e6 R3000iR Quick StaRt Guide 3

seRvICe InfoRmatIon

The user should not attempt any maintenance or service on the unit beyond the proce­dures outlined in this document.
Any initial hardware setup problem that cannot be resolved at your internal organiza­tion should be referred to an 8e6 Technologies solutions engineer or technical support representative.
8e6 Corporate Headquarters (USA)
Local : 714.282.6111 Domestic US : 1.888.786.7999 International : +1.714.282.6111
8e6 Taiwan
Taipei Local : 2397-0300 Domestic Taiwan : 02-2397-0300 International : 886-2-2397-0300
Procedures
When calling 8e6 Technologies regarding a problem, please provide the representative
the following information:
Your contact information.
Serial number or original order number.
Description of the problem.
Network environment in which the unit is used.
State of the unit before the problem occurred.
Frequency and repeatability of the problem.
Can the product continue to operate with this problem?
Can you identify anything that may have caused the problem?
4 8e6 R3000iR Quick StaRt Guide

PRelImInaRy setuP PRoCeduRes

Unpack the Unit from the Carton

Inspect the packaging container for evidence of mishandling during transit. If the packag­ing container is damaged, photograph it for reference.
Carefully unpack the unit from the carton and verify that all accessories are included. Save all packing materials in the event that the unit needs to be returned to 8e6 Tech­nologies.
The carton should contain the following items:
1 R3000IR unit
• 1 AC Power Cord
• 1 Serial Port Cable
• 1 CAT-5E Crossover Cable
• 1 End User License Agreement (EULA)
• 1 envelope containing a CD-ROM with PDFs of R3000IR versions of the R3000 User
• Guide, R3000 Authentication User Guide, and ER User Guide. The latest version of
the R3000IR user guides can be obtained from our Web site. For the R3000 User
Guide, go to: http://www.8e6.com/docs/ir_r3000_r2.pdf. For the R3000 Authentica­tion User Guide, go to: http://www.8e6.com/docs/ir_r3000_auth2.pdf. For the ER User Guide, go to: http://www.8e6.com/docs/ir_er4server.pdf.
NOTES: A coupler is included in the carton if a three-foot CAT-5E crossover cable is packaged with your unit instead of a 14-foot CAT-5E crossover cable. Rack mount brackets (2) also may be included for installing the unit in a rack.
Inspect the server and accessories for damage. If the contents appear damaged, le a
damage claim with the carrier immediately.
WARNING: To avoid danger of suffocation, do not leave plastic bags used for packaging the server or any of its components in places where children or infants may play with them.
8e6 R3000iR Quick StaRt Guide 5

Select a Site for the Server

The server operates reliably within normal ofce environmental limits. Select a site that
meets the following criteria:
Clean and relatively free of excess dust.
Well-ventilated and away from sources of heat, with the ventilating openings on the
server kept free of obstructions.
Away from sources of vibration or physical shock.
Isolated from strong electromagnetic elds and noise caused by electrical devices
such as elevators, copy machines, air conditioners, large fans, large electric motors, radio and TV transmitters, and high-frequency security devices.
Access space provided so the server power cord can be unplugged from the power
supply or the wall outlet—this is the only way to remove the AC power cord from the server.
Clearance provided for cooling and airow: Approximately 30 inches (76.2 cm) in the
back and 25 inches (63.5 cm) in the front.
Located near a properly earthed, grounded, power outlet.
6 8e6 R3000iR Quick StaRt Guide
Rack Mount the Server
Rack Setup Precautions
Warning:
Before rack mounting the server, the physical environment should be set up to safely accommodate the server. Be sure that:
The weight of all units in the rack is evenly distributed. Mounting of the equipment in
the rack should be such that a hazardous condition is not achieved due to uneven
mechanical loading.
The rack will not tip over when the server is mounted, even when the unit is fully extended from the rack.
For a single rack installation, stabilizers are attached to the rack.
For multiple rack installations, racks are coupled together.
Reliable earthing of rack-mounted equipment is maintained at all times. Particular attention should be given to supply connections other than direct connections to the branch circuit (e.g. use of power strips).
A power cord will be long enough to t into the server when properly mounted in the
rack and will be able to supply power to the unit.
The connection of the server to the power supply will not overload any circuits. Con­sideration should be given to the connection of the equipment to the supply circuit and the effect that overloading of the circuits might have on overcurrent protection and supply wiring. Appropriate consideration of equipment nameplate ratings should be used when addressing this concern.
The server is only connected to a properly rated supply circuit. Reliable earthing (grounding) of rack-mounted equipment should be maintained.
The air ow through the server’s fan or vents is not restricted. Installation of the equipment in a rack should be such that the amount of air ow required for safe
operation of the equipment is not compromised.
The maximum operating ambient temperature does not exceed 104°F (40°C). If installed in a closed or multi-unit rack assembly, the operating ambient temperature of the rack environment may be greater than room ambient. Therefore, consideration should be given to installing the equipment in an environment compatible with the
maximum ambient temperature (Tma) specied by the manufacturer.
WARNING: Extend only one component at a time. Extending two or more
components simultaneously may cause the rack to become unstable.
8e6 R3000iR Quick StaRt Guide 7
Rack Mount Instructions
Optional: Install the Chassis Rails
NOTE: If your chassis does not come with chassis rails, please follow the procedure listed on the last page of this sub-section to install the unit directly into the rack.
CAUTION: Please make sure that the chassis covers and chassis rails are installed on the chassis before you install the chassis into the rack. To avoid personal injury and property damage, please carefully follow all the safety steps listed below:
Before installing the chassis rails:
Close the chassis using the chassis cover.
Unplug the AC power cord(s).
Remove all external devices and connectors.
1. Included in the shipping package are a pair of rail assemblies. In each rail assembly,
locate the inner rail and the outer rail.
2. Press the locking tab to release the inner rail from its locking position and pull out the
inner rail from the rail assembly.
NOTE: The inner rails are to be attached to the chassis and the outer rails are
to be installed in the rack.
8 8e6 R3000iR Quick StaRt Guide
3. Locate the three holes on each side of the chassis and locate the three correspond-
ing holes on each of the inner rail.
4. Attach an inner rail to each side of the chassis and secure the inner rail to the chas-
sis by inserting three Type G screws through the holes on each side of the chassis and the inner rail. (See the diagram below for a description of the Type G screw.)
5. Repeat the above steps to install the other rail on the chassis.
8e6 R3000iR Quick StaRt Guide 9
Optional: Install the Traditional UP Racks
After you have installed the inner rails on the chassis, you are ready to install the outer rails of rail assemblies to the rack.
NOTE: The rails are designed to t in the racks with the depth of 28” to 33”.
Determine the placement of each component in the rack before you install the
rails.
Install the heaviest server components on the bottom of the rack rst, and
then work up.
1. In the package, locate a pair of front (short) and rear (long) brackets. Please note
that the brackets are marked with Up/Front Arrows (front) and Up/Rear arrows (rear).
2. Secure the front (short) bracket (marked with the Up/Front arrows) to the outer rail
with two Type G screws. (See the previous page for a description of the Type G screw.)
3. Attach the rear (long) bracket to the other end of the outer rail and secure the rear
(long) bracket to the outer rail with a Type G screw as shown below.
4. Measure the depth of your rack and adjust the length of the rails accordingly.
5. Repeat the same steps to install the other outer rail on the chassis.
6. Secure both outer rail assemblies to the rack with Type H screws and Type I wash-
ers. (See the previous page for descriptions of Type H and Type I hardware compo­nents.)
10 8e6 R3000iR Quick StaRt Guide
7. Slide the chassis into the rack as shown below.
NOTE: The chassis may not slide into the rack smoothly or easily when installed
the rst time. Some adjustment to the slide assemblies might be needed for easy
installation.
8. You will need to release the safety taps on both sides of the chassis in order to com-
pletely remove the chassis out of the rack.
8e6 R3000iR Quick StaRt Guide 11
Optional: Install the Open Racks
After you have installed the inner rails on the chassis, you are ready to install the outer rails of rail assemblies to the rack.
NOTE: The rails are designed to t in the racks with the depth of 28” to 33”.
Determine the placement of each component in the rack before you install the
rails.
Install the heaviest server components on the bottom of the rack rst, and
then work up.
1. In the package, locate a pair of front (short) and rear (long) brackets. Please note
that the brackets are marked with Up/Front Arrows (front) and Up/Rear arrows (rear).
2. Secure the front (short) bracket (marked with the Up/Front arrows) to the outer rail
with two Type G screws as shown below.
12 8e6 R3000iR Quick StaRt Guide
3. Attach the front (short) bracket to the front end of the rack, and secure it to the rack
with two Type H screws and Type I washers as shown below. (See the previous page for descriptions of Type H and Type I hardware components.)
4. Attach the rear (long) bracket to the rear end of the rack, and secure it to the rack
with two Type H screws and Type I washers as shown below. Repeat the same steps to install the other outer rail to the other side of rack.
8e6 R3000iR Quick StaRt Guide 13
5. Measure the depth of your rack and adjust the length of the rails accordingly. Then,
secure the rails to the chassis with Type G screws.
6. Slide the inner rails which are attached to the chassis into the outer rails on the rack.
14 8e6 R3000iR Quick StaRt Guide
Install the Chassis into the Rack
CAUTION: Before installing the chassis into the rack:
Make sure that the rack is securely anchored onto an unmovable surface or
structure before installing the chassis into the rack.
Unplug power cord(s) of the rack before installing the chassis into the rack.
Make sure that the system is adequately supported. Make sure that all the
components are securely fastened to the chassis to prevent components fall­ing off from the chassis.
The rack assembly should be properly grounded to avoid electric shock.
The rack assembly must provide sufcient airow to the chassis for proper
cooling.
Please make sure that all components and all chassis covers are properly in-
stalled in the chassis before you install the chassis into the racks; otherwise, out-of-warranty damage may occur.
Slide the chassis into the rack and secure it with two screws on each side of the rack as shown in the picture.
8e6 R3000iR Quick StaRt Guide 15

Check the Power Supply

This server is equipped with a universal power supply that handles 100-240 V, 50/60 Hz.
A standard power cord interface (IEC 950) facilitates power plugs that are suitable for
most European, North American, and Pacic Rim countries.
Power Supply Precautions
Warning:
Use a regulating uninterruptible power supply (UPS) to protect the server from power
surges, voltage spikes and to keep the server operating in case of a power failure.
In geographic regions that are susceptible to electrical storms, 8e6 highly recom-
mends plugging the AC power cord for the server into a surge suppressor.
Use appropriately rated extension cords or power strips only.
Allow power supply units to cool before touching them.
16 8e6 R3000iR Quick StaRt Guide

General Safety Information

Server Operation and Maintenance Precautions
Warning:
Observe the following safety precautions during server operation and maintenance:
WARNING: If the server is used in a manner not specied by the manufacturer,
the protection provided by the server may be impaired.
WARNING: 8e6 Technologies is not responsible for regulatory compliance
of any server that has been modied. Altering the server’s enclosure in any way other than the installation operations specied in this document may invalidate the server’s safety certications.
CAUTION: Never pile books, papers, or other objects on the chassis, drop it, or subject it to pressure in any other way. The internal circuits can be damaged, and the battery may be crushed or punctured. Besides irreparable damage to the
unit, the result could be dangerous heat and even re.
CAUTION: There are no user-serviceable components inside the chassis. The
chassis should only be opened by qualied service personnel. Never disassemble, tamper with, or attempt to repair the server. Doing so may cause smoke, re, electri-
cal shock, serious physical injury, or death.
Do not insert objects through openings in the chassis. Doing so could result in a
short circuit that might cause a re or an electrical shock.
Do not operate the server in an explosive atmosphere, in the presence of ammable
gases.
To ensure proper cooling, always operate the server with its covers in place. Do not
block any openings on the chassis. Do not place the server near a heater.
Always exit the software application properly before turning off the server to ensure
data integrity.
Do not expose the server to rain or use near water. If liquids of any kind should leak
into the chassis, power down the server, unplug it, and contact 8e6 Technologies technical support.
Disconnect power from the server before cleaning the unit. Do not use liquid or aero-
sol cleaners.
8e6 R3000iR Quick StaRt Guide 17
AC Power Cord and Cable Precautions
Warning:
The AC power cord for the server must be plugged into a grounded, power outlet.
Do not modify or use a supplied AC power cord if it is not the exact type required in
the region where the server will be installed and used. Replace the cord with the cor­rect type.
Route the AC power cord and cables away from moving parts and foot trafc.
Do not allow anything to rest on the AC power cord and cables.
Never use the server if the AC power cord has been damaged.
Always unplug the AC power cord before removing the unit for servicing.
Electrical Safety Precautions
Warning:
Heed the following safety precautions to protect yourself from harm and the server from damage:
CAUTION: Dangerous voltages associated with the 100-240 V AC power supply are present inside the unit. To avoid injury or electrical shock, do not touch exposed connections or components while the power is on.
To prevent damage to the server, read the information in this document for selection
of the proper input voltage.
Do not wear rings or wristwatches when troubleshooting electrical circuits.
To avoid re hazard, use only the specied fuse(s) with the correct type number, volt-
age, and current ratings. Only qualied service personnel should replace fuses.
Qualied service personnel should be properly grounded when servicing the unit.
Qualied service personnel should perform a safety check after any service is per-
formed.
18 8e6 R3000iR Quick StaRt Guide
Motherboard Battery Precautions
Caution:
The battery on the motherboard should not be replaced without following instructions
provided by the manufacturer. Only qualied service personnel should replace batteries.
The battery contains energy and, as with all batteries, a malfunction can cause heat,
smoke, or re, release toxic materials, or cause burns. Do not disassemble, puncture,
drop, crush, bend, deform, submerge or modify the battery. Do not incinerate or expose to heat above 140°F (60°C).
There is a danger of explosion if the battery on the motherboard is installed upside down, which will reverse its polarities.
CAUTION: DANGER OF EXPLOSION IF BATTERY IS INCORRECTLY REPLACED. REPLACE ONLY WITH THE SAME OR EQUIVALENT TYPE RECOMMENDED BY THE MANUFACTURER. DISPOSE OF THE USED BATTERIES ACCORDING TO THE MANUFACTURER’S INSTRUCTIONS.
ATTENTION: IL Y A DANGER D’EXPLOSION S’IL Y A REPLACEMENT INCORRECT DE LA BATTERIE, REMPLACER UNIQUEMENT AVEC UNE BATTERIE DU MÊME TYPE OU D’UN TYPE ÉQUIVALENT RECOMMANDÉ PAR LE CONSTRUCTEUR. METTRE AU REBUT LES BATTERIES USAGÉES CONFORMÊMENT AUX INSTRUC­TIONS DU FABRICANT.
WARNING: Users in Member States should consult Article 20 of Directive 2006/66/EC of the European Parliament and of the Council before disposing the motherboard battery.
8e6 R3000iR Quick StaRt Guide 19

Install the seRveR

Step 1: Setup Procedures

This step requires you to link the workstation to the R3000IR. You have the option of us­ing the text-based Quick Start setup procedures described in Step 1A, or the Administra­tor console setup procedures described in Step 1B.
Quick Start Setup Requirements
The following hardware is required for the Quick Start setup procedures:
R3000IR with AC power cord
either one of two options:
PC monitor with AC power cord and keyboard, or
• PC laptop computer with HyperTerminal and serial port cable (and USB DB9 se-
• rial adapter, if there is no serial port on your laptop)
Go to Step 1A to execute Quick Start Setup Procedures.
Administrator Console Setup Requirements
The following hardware is required for the Administrator console setup procedures:
R3000IR unit with AC power cord
• CAT-5E crossover cable
• PC laptop computer, or PC monitor with AC power cord and keyboard
Go to Step 1B to execute Console Setup Procedures.
20 8e6 R3000iR Quick StaRt Guide

Step 1A: Quick Start Setup Procedures

Link the Workstation to the R3000IR
Monitor and Keyboard Setup
A. Connect the PC monitor and keyboard cables to the rear of the chassis (see Fig. 1).
B. Turn on the PC monitor.
C. Power on the R3000IR by dropping down the face plate and pressing the large but-
ton at the right of the front panel (see Fig. 2).
Once the R3000IR is powered up, proceed to the Login screen instructions.
Serial Console Setup
A. Using the serial port cable (and USB DB9 serial adapter, if necessary), connect the
laptop to the rear of the chassis (see Fig. 1).
B. Power on the laptop.
C. Power on the R3000IR by pressing the large button on the front panel (see Fig. 2).
Fig. 1 - Portion of MSA chassis rear
Fig. 2 - Diagram of MSA chassis front panel, power button at far right
Once the R3000IR is powered up, proceed to the instructions for HyperTerminal Setup Procedures.
8e6 R3000iR Quick StaRt Guide 21
HyperTerminal Setup Procedures
If using a serial console, follow these procedures to create a HyperTerminal session.
A. Launch HyperTerminal by going to Start > Programs > Accessories > Communica-
tions > HyperTerminal:
B. In the Connection Description dialog box, enter any session Name, and then click
OK to open the Connect To dialog box:
C. At the Connect using eld, select the COM port assigned to the serial port on the
laptop (probably “COM1”), and then click OK to open the Properties dialog box, dis­playing the Port Settings tab:
22 8e6 R3000iR Quick StaRt Guide
+ 58 hidden pages