Now that you have created a storage that is pointing to your Clearswift SECURE Web Gateway log data, it is a good idea to automate the process of importing new logs each night.

To do this:

1. In WebSpy Vantage, go to the Tasks tab and click New Task.
2. Call the Task Daily Task and proceed through the short wizard to create a task with a Daily schedule running at 1 am in the morning.
3. Once the Task has been added, select the next task and click Add Action | Import new hits to existing storage.
4. Select the Storage you created above and ensure Resume import from last position is selected. Click OK to add the action.

WebSpy Vantage will now automatically import logs new log files each night at 1 am.

As this storage will grow until you run out of disk space, it is a good idea to add a data retention policy using the Purge data from storage task action.

To do this:

1. Still on the Tasks tab, select the Task you created above and click Add Action | Purge Data from Storage
2. Select your Clearswift storage and click Next
3. Select your desired data retention, such as Purge data older than 3 months. Remember that the WebSpy Vantage storage will consume about 80% of the size of your Clearswift SECURE Web Gateway Firewall logs.
4. Click OK to add the action.

WebSpy Vantage will now automatically purge data from your storage once it has imported new logs files.

On the Directory Server page, select your directory type and server, along with a username (in domain\username format) and password to authenticate with your directory server, and click Test. Click Next after you have successfully connected to your directory server.

Select a Root Distinguished Name to search for users within (for example, ‘dc=mydomain, dc=com’) from the dropdown list. If your users are contained within a specific OU, select the ‘…‘ button to select the OU in your directory.

The LDAP search query defaults to a query that returns ‘user accounts’. It’s important to note that WebSpy Vantage’s licensing is based on ‘number of users’, so if necessary, use the Quick Queries drop-down to change the LDAP search query and import a more specific set of user accounts, such as enabled users with an email address. WebSpy Vantage will import all users up to the license limit, which is unlimited during your trial. Click Next.

The User Details page defines how Vantage maps user objects in your Directory to authenticated usernames in your log files, as well as configuring user login names for the Web Module, the email address to send report notifications to, and the attribute to use to find a user’s manager.

If you are using Active Directory, you choose Use Active Directory Defaults. WebSpy Vantage will attempt to detect the name of your domain, and prefix this to all account names to automatically create a login to the WebSpy Vantage Web Module for all users.

If your domain prefix on user accounts is different to your computer network’s domain name, click Custom, then check the Prefix checkbox and enter the required domain prefix.

The Grouping page enables you to configure how you would like users grouped, such as by Departments, Offices, OUs etc. User Objects in Active Directory have a number of attributes, including department, office, description, company, and you can also place user objects in OU containers, and configure attributes on those containers. WebSpy Vantage can hook into any of these attributes to group your users for the purpose of reporting.

By default, there are two groups specified: Offices (using the ‘physicalDeliveryOfficeName’ attribute in Active Directory) and Departments (using the ‘department’ attribute in Active Directory).

If a user does not have one of these values populated in Active Directory, then they will be imported into the ‘Unknown’ department and office respectively. Alternatively, you can uncheck the Import Ungrouped Users option at the bottom of the Grouping page.

You can edit or delete these groups as necessary.

When adding or editing a group:

1. First, enter the name of the Group into the Name field. This is up to you and should represent what the group is, such as ‘Departments’, ‘Locations’, ‘Business Centers’ etc. (Note, there are a few default Report Templates that use ‘Departments’ so use the word ‘Departments’ in one of your grouping levels utilize these reports).
2. Enter the exact name of the attribute into the Attribute field. For example, enter ‘physicalDeliveryOfficeName’ to import the Office attribute from Active Directory. To import the name of an OU, use the attribute ‘OU’.
   

   By default, Active Directory Users and Computers hides the real attribute names. You can change this by selecting View | Advanced Features to show the Attribute Editor with real attribute names when editing a User or OU.

3. Relative to user:
   Use this option if the attribute is located on the user object itself or on one of its parent OU containers. For example, if you are using the ‘Department’ attribute on the user objects, then select Relative to user and select User node. Or if your users are in a consistent OU structure, specify either Parent of the user node, or Node ‘n’ levels above to access the attribute on the appropriate parent OU container.
4. Relative to root:
   Use this option to select OUs relative to the Root Distinguished Name that you specified on the Directory Server page. For example, if you have defined OUs for all your Offices directly underneath your Root DN, with user objects located anywhere underneath those OUs, then use the Immediate children of Root option, or the Children ‘n’ levels below Root option. For inconsistent OU structures, you can use the Single group from Root node option, and use the Import Organization wizard multiple times (usually configured with multiple task actions within a Task) with the Merge options set appropriately, to create groups from multiple Root DNs in your directory.
5. Click OK to add your Grouping level.

Tip: Later, you’ll need to configure Web Module access permissions for people and/or groups. To create a default set of permissions that apply to your entire organization, create a top-level group using an attribute that everyone is a member of. For example, call the group ‘Domain’ and use the attribute ‘dc’.

Once you have specified all the Groups you would like to use in your reporting process, click Next.

The Merging page enables you to use the Import Organization wizard multiple times, and merge the results into your existing Organization structure. For example, first import your Organization from one domain (or one Root DN on your domain), with the Overwrite existing organization tree option set to create an initial Organization tree, then run the Import Organization wizard again to import your Organization from another domain (or a different Root DN on your domain) and merge the results into your existing Organization tree.

The Merge options enable to you to keep or remove users that can no longer be found in the directory, as well as keep or update existing user’s details. Use the ‘keep users / keep details’ options if importing from a different domain or root DN.

Note: When merging, only users that have previously been added from your LDAP/LDIF directory will be affected. Users that have been manually added will not be affected.

1. Go to the Reports tab and select one of the available Report Templates and click the Generate Report option to launch the Generate Report Wizard.
2. On the Storages page, select the Storage you want to report on.
3. On the Format page, select the type of document you want to create the report as (HTML, Word, PDF, CVS, Text).
4. On the Publish page, you can customize the name of the report, prefix the name with today’s date, copy the report to a location and compress it using zip (useful when emailing the ‘HTML, Loose Files’ Report Format to someone as an attachment).
5. On the Documents page, you can choose to split your report into multiple documents based on anything in your log files, and/or aliases you have created such as Categories, Departments, Subnets, and so on. Leave this option unchecked to create a single report document.
6. On the Filters page, click Add | Date Filter and select the dates you want to report on. You can also include/exclude any values from your log files using Add | Field Value Filter.
7. The Email page enables you to email the report to someone as an attachment (Set your SMTP options in Tools | Options | Email).
8. Once the report has been generated, it will appear in the Report Manager at the bottom of the screen. Double-click the file to open and view the report.

1. Go to the Reports tab and select one of the available Report Templates and click the Publish Report option to launch the Publish Report to Web Module wizard.
2. On the Storages page, select the Storage you want to report on.
3. On the Template page, select the Report Template that you want to generate (the template selected in step 1 will be automatically selected)
4. On the Publish page, select the Web Module you want to publish the report to. If you would like the option to drill down past the bounds of the report when viewing the report in the Web Module, check the Publish the selected storages to enable the ‘further analysis feature’ option.
5. On the Split and Permit page, select No Separation to create just a single report, and select Everyone as the permission. Splitting reports by groups or managers and giving permission to certain people requires first importing your Organization information from LDAP on the Organization tab. See below.
6. On the Filters page, click Add | Date Filter and select the dates you want to report on.
7. The Notification page can be used to send a notification email to everyone with permission to the report(s). For now, leave the option unchecked.
8. Click OK to publish the report to the Web Module.
9. Once the report has been published, log into the Web Module and go to the Reports tab. Click the report to open and view it.

You can automate the generation or publishing of Reports using the Tasks tab.

1. Go to the Tasks tab and select or create new task that runs on the desired schedule.
2. Click the Add button to add a new Task Action.
   • To generate reports as a document (Web, Word, PDF, CSV or Test), select the Run a Comparison or Analysis Report or Run a Trend Report action, depending on the type of report template you want to automate.
   • To publish reports to the Web Module, select the Publish Report to Web Module action.
3. Follow the wizard presented to configure the options for generating or publishing your report on the schedule. Make sure you add a Relative Date Filter on the Filters page to avoid reporting on your entire storage everytime the task runs.
4. Use the up / down arrows to move the report action underneath other actions that need to occur first, such as the import of log files, or the importing your organization from LDAP (see below).