GFI Product Manual

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GFI EndPointSecurity is copyright of GFI SOFTWARE Ltd. - 1999-2013GFI Software Ltd. All rights
reserved.
Document Version: 1.1.1
Last updated (month/day/year): 1/28/2014
Contents

1 Introduction 5
1.1 About GFI ReportCenter 5
1.2 About the GFI EndPointSecurity GFI ReportPack 6
1.3 Components of the GFI EndPointSecurity GFI ReportPack 6
1.3.1 GFI Report Center Framework 7
1.3.2 GFI EndPointSecurity default reports 8
1.3.3 Report scheduling service 8
1.4 Key Features 8
1.4.1 Centralized reporting 8
1.4.2 Wizard assisted configuration 9
1.4.3 Report scheduling 9
1.4.4 Distribution of reports via email 9
1.4.5 Report export to various formats 9
1.4.6 Default reports 9
1.4.7 Report customization 9
1.4.8 Favorites 9
1.4.9 Printing 9

2 Installation 10
2.1 System Requirements 10
2.2 Installation procedure 10
2.3 Selecting a Product 13
2.4 Launching the GFI EndPointSecurityreports for GFI ReportCenter 14

3 Getting Started: Default Reports 15

3.1 Generating Default Reports 15
3.2 Analyzing the generated report 19
3.3 Adding Default Reports to the list of Favorite Reports 20

4 Custom Reports 21
4.1 Creating a new custom report 21
4.2 Configuring Data Filter Conditions 22
4.2.1 Example: Using multiple filters 24
4.2.2 Example: Creating a custom report based on data collected during a particular
month 24
4.3 Run a custom report 27
4.4 Editing a Custom Report 27
4.5 Deleting a custom report 27
4.6 Adding custom reports to the list of favorite reports 28

5 Scheduling Reports 29
5.1 Scheduling a report 29
5.2 Configuring Advanced Settings 31
5.2.1 Report Export Formats 32
5.2.2 Configuring report export to file options 32
 5.2.3 Configuring report emailing options 33
5.3 Viewing a list of Scheduled Reports 35
5.4 Viewing the Scheduled Reports activity 36
5.5 Enable or disable a scheduled report 37
5.6 Editing a Scheduled Report 37
5.7 Deleting a Scheduled Report 38
5.8 Example Scheduling a Report 38

6 Configuring default options 43

6.1 Configuring Database Source 43
6.2 Viewing the current Database Source settings 45

7 Configuring default scheduling settings 46

8 General Options 47
8.1 Entering your license key after installation 47
8.2 Viewing product Report Pack version details 48
8.3 Checking the web for newer builds 48

9 Appendix GFI EndPointSecurity default reports 50

9.1 Executive Reports 50
9.2 Statistical Reports 50
9.3 Top active users or machine reports 50
9.4 Technical reports 51
9.5 Security reports 51
9.6 Troubleshooting 51
9.7 Knowlegebase 52
9.8 Web forum 52
9.9 Request technical support 52
9.10 Build notifications 52

10 Glossary 53

11 Index 57
1 Introduction
GFI EndPointSecurity includes a reporting feature which enables you to generate text and graphical
reports based on information obtained from security scans. This chapter provides you with an
overview of the available reports as well as how to create your own reports for a tailored solution.
Topics in this chapter

1.1 About GFI ReportCenter 5

1.2 About the GFI EndPointSecurity GFI ReportPack 6

1.3 Components of the GFI EndPointSecurity GFI ReportPack 6

1.4 Key Features 8

1.1 About GFI ReportCenter

Figure 1: Centralized reporting framework

GFI ReportCenter is a centralized reporting framework that allows you to generate various reports
using data collected by different GFI products. GFI releases specialized reports for each of its
products, referred to as a GFI ReportPack; for example, the GFI EndPointSecurityGFI ReportPack. A
GFI ReportPack can be downloaded as an add-on to the GFI product.

GFI EndPointSecurity 1 Introduction | 5

Figure 2: GFI ReportCenter framework

A GFI ReportPack plugs into the GFI ReportCenter framework; allowing you to generate, analyze,
export and print the information generated through these reports.

1.2 About the GFI EndPointSecurity GFI ReportPack

The GFI EndPointSecurity GFI ReportPack is a full-fledged reporting companion to GFI
EndPointSecurity. It allows you to generate graphical IT-level, technical and management reports
based on the portable device usage events recorded by GFI EndPointSecurity.
From trend reports for management (ROI) to daily drill-down reports for technical staff; the GFI
EndPointSecurity GFI ReportPack provides you with the easy-to-view information required, to fully
understand the ever-changing portable device activity on your corporate network.
The GFI EndPointSecurity GFI ReportPack allows for the creation of various graphical and text based
reports including: Executive summaries, Statistical reports, Technical reports and Top reports.

1.3 Components of the GFI EndPointSecurity GFI ReportPack

When you install the GFI EndPointSecurityGFI ReportPack, the following components are installed:
GFI Report Center Framework
GFI EndPointSecurity default reports
Report scheduling service

GFI EndPointSecurity 1 Introduction | 6

1.3.1 GFI Report Center Framework
The GFI ReportCenter framework is the management console through which you can generate the
specialized product reports which are shipped with a product GFI ReportPack. The GFI ReportCenter
framework offers a common application interface through which you can navigate, generate,
customize and schedule reports.

Figure 3: The GFI ReportCenter management console

The GFI ReportCenter management console is organized as follows:

Navigation Use this pane to access the navigation buttons/configuration options provided with GFI ReportCenter.
Pane
Product Use this drop-down list to select the GFI product for which to generate reports. The Product Selection
Selection drop-down list displays all the products for which you have installed a GFI ReportPack.
drop-down
list
Favorite Use this navigation button to access your favorite/most used reports. For more information on how to add
Reports reports to this list refer to the ‘Adding default reports to the list of favorite reports’ and ‘Adding custom
reports to the list of favorite reports’ sections in this manual.
Default Use this navigation button to access the default list of reports which can be generated for the selected
Reports product. For more information on default reports refer to the ‘GFI EndPointSecurity default reports’ sec-
tion in this manual.
Custom Use this navigation button to access the list of customized reports which can be generated for the selec-
Reports ted product. For more information on how to create custom reports refer to the ‘Getting Started: Enter-
taining custom reports’ section in this manual.

GFI EndPointSecurity 1 Introduction | 7

 Scheduled Use this navigation button to access the list of scheduled reports for automatic generation and dis-
Reports tribution. For more information on how to create scheduled reports refer to the ‘Scheduling of reports’
chapter in this manual.
Options Use this navigation button to access the general configuration settings for the GFI product selected in the
Product Selection drop down list.
Help Use this navigation button to show this Quick Reference Guide in the Report Pane of the GFI ReportCenter
management console.
Report Use this multi-functional pane to: View and analyze generated reports. Maintain the scheduled reports
Pane list. Explore samples and descriptions of default reports.
Export Use this button to export generated reports to various formats including HTML, Adobe Acrobat (PDF),
Excel (XLS), Word (DOC), and Rich Text Format (RTF).
Send email Use this button to instantly distribute the last generated report via email.

1.3.2 GFI EndPointSecurity default reports

The GFI EndPointSecurity default reports are a collection of specialized pre-configured reports which
plug into the GFI ReportCenter framework. These reports present the portable device usage activity
recorded by GFI EndPointSecurity and allow for the generation of both graphical and tabular IT-Level,
technical and management reports. Default reports can also serve as the base template for the
creation of customized reports which fit specific network-reporting requirements.
1.3.3 Report scheduling service
The report scheduling service controls the scheduling and automatic distribution of reports by email.
Reports generated by this service can also be saved to a specific hard disk location in a variety of
formats which include DOC, PDF, RTF and HTML.

1.4 Key Features

This section contains information about:
Centralized reporting
Wizard assisted configuration
Report scheduling
Distribution of reports via email
Reports export to various formats
Default reports
Reports customization
Favorites
Printing

1.4.1 Centralized reporting

GFI ReportPack is a one-stop, centralized reporting framework which enables the generation and
customization of graphical and tabular reports for a wide array of GFI Products.

GFI EndPointSecurity 1 Introduction | 8

1.4.2 Wizard assisted configuration
Wizards are provided to assist you in the configuration, scheduling and customization of reports.
1.4.3 Report scheduling
With GFI ReportCenter you can schedule reports to be generated on a pre-defined schedule as well as
at specified intervals. For example, you can schedule lengthy reports to be generated after office
hours. This allows you to maximize the availability of your system resources during working hours and
avoid any possible disruptions to workflow.
1.4.4 Distribution of reports via email
GFI ReportCenter allows you to automatically distribute generated reports via email. In scheduled
reports, this can be achieved automatically after the successful generation of a scheduled report.
1.4.5 Report export to various formats
By default, GFI ReportCenter allows you to export reports to various formats. Supported formats
include HTML, PDF, XLS, DOC and RTF. When scheduling reports, you can optionally configure the
preferred report output format. Different scheduled reports can also be configured to output
generated reports to different file formats.
1.4.6 Default reports
The GFI EndPointSecurity GFI ReportPack ships with a default set of graphical and tabular reports.
These reports can be generated without any further configuration effort immediately after the
installation. The default reports in this GFI ReportPack are organized into three different report-type
categories: Executive, Statistical and Technical. For a detailed description of every report refer to
Appendix 1 in this manual.
1.4.7 Report customization
The default reports that ship with every GFI ReportPack can serve as the base template for the
creation of customized reports. Report customization is achieved by building up custom data filters
which will analyze the data source and filter the information that matches specific criteria. In this
way, you create reports tailored to your reporting requirements.
1.4.8 Favorites
GFI ReportCenter allows you to create bookmarks to your most frequently used reports – both default
and custom.
1.4.9 Printing
By default, all reports generated by GFI ReportCenter are printer friendly and can be printed through
the windows printing services provided by the system where GFI ReportCenter is installed.

GFI EndPointSecurity 1 Introduction | 9

2 Installation
Topics in this chapter

2.1 System Requirements 10

2.2 Installation procedure 10

2.3 Selecting a Product 13

2.4 Launching the GFI EndPointSecurityreports for GFI ReportCenter 14

2.1 System Requirements

Install the GFI EndPointSecurity GFI ReportPack on a computer that meets the following
requirements:
Microsoft Windows Server 2012
Microsoft Windows Small Business Server 2011 (Standard edition)
Microsoft Windows Server 2008 R2 (Standard or Enterprise edition)
Microsoft Windows Server 2008 (Standard or Enterprise edition)
Microsoft Windows Small Business Server 2008 (Standard edition)
Microsoft Windows Server 2003 (Standard, Enterprise or Web edition)
Microsoft Windows Small Business Server 2003
Microsoft Windows 8 (Professional or Enterprise)
Microsoft Windows 7 (Professional, Enterprise or Ultimate edition)
Microsoft Windows Vista (Enterprise, Business or Ultimate edition)
Microsoft Windows XP Professional Service Pack 3.

Note
The GFI EndPointSecurity GFI ReportPack only allows you to generate reports for data
contained in the SQL Server database backend of GFI EndPointSecurity.

2.2 Installation procedure

The GFI EndPointSecurity GFI ReportPack includes an installation wizard that will assist you through
the installation process. During the installation process, this wizard will:

GFI EndPointSecurity 2 Installation | 10

 Note
Verify that you are running the latest version of the GFI ReportCenter framework; if
you are installing the framework for the first time or the currently installed frame-
work version is outdated, the installation wizard will automatically download the
latest one for you.
Automatically install all the required components distributed including the GFI
ReportCenter framework, the GFI EndPointSecurity default reports and the Report
Scheduling service.

To start the installation:

1. Double-click on the GFI ReportPack executable file and in the welcome screen, click Next to start
the installation.

Screenshot 1: GFI ReportCenter framework detection dialog

2. If the current version of GFI ReportCenter framework is not compatible with the GFI EndPointSe-
curity GFI ReportPack, you will be prompted to download and install an updated version. Select
Download and install the GFI ReportCenter… and click Next.

GFI EndPointSecurity 2 Installation | 11

Screenshot 2: Check for latest build availability

3. Choose whether you want the installation wizard to search for a newer build of the GFI
EndPointSecurity GFI ReportPack on the GFI website and click Next.
4. In the license dialog, read the licensing agreement carefully. Select the I accept the Licensing
agreement option and click Next.
5. Specify the details of the SQL Server that is hosting your GFI EndPointSecurity database backend,
and click Next.

GFI EndPointSecurity 2 Installation | 12

Screenshot 3: Email configuration dialog

6. Specify the default email settings that will be used for report distribution and click Next.
7. Specify the product installation path or click Next to install GFI Report Pack in the default path.
The installation will need approximately 100 MB of free disk space.
8. The installation wizard is now ready to copy the required files and finalize the installation. Click
Next.

2.3 Selecting a Product

When more than one product GFI ReportPack is installed, use the Product Selection drop down list to
select the GFI product GFI ReportPack to be used.

Screenshot 4: Product Selection drop down list

For example, to run the reports provided in the GFI EndPointSecurity GFI ReportPack:
1. Launch GFI ReportCenter from Start > Program Files > GFI ReportCenter.
2. Select GFI EndPointSecurity GFI ReportPack from the Product Selection drop down list.

Note
Select the All Products option to display and navigate all the GFI ReportPackthat are
currently installed in GFI ReportCenter.

GFI EndPointSecurity 2 Installation | 13

2.4 Launching the GFI EndPointSecurityreports for GFI ReportCenter
Following the installation, launch the GFI EndPointSecurity Reports for GFI ReportCenter from Start >
Programs > GFI ReportCenter > GFI EndPointSecurity GFI ReportPack.

GFI EndPointSecurity 2 Installation | 14

3 Getting Started: Default Reports
After installing the GFI EndPointSecurityGFI ReportPack, a number of specialized pre-configured
reports can immediately be generated on the data stored in the database backend ofGFI
EndPointSecurity. These default reports are organized into the following categories:

Report Type Description

Executive Use the reports in this category to generate a high-level activity summary of all devices being
Reports controlled across the network. The information presented in these executive reports is mostly
graphical and includes:
The percentage amount of allowed versus denied device access requests.
Device usage activity by user, machine and device class.
Trend reports such as device access attempts per day.
The top 10 device users who have been mostly allowed and denied access to controlled devices.
Statistical Use the reports in this category to generate a statistical overview of the device usage activity on a
Reports user and/or device basis.
Top active Use the reports in this category to pinpoint top authorized/unauthorized device users as well as to
users/machines enumerate the devices which were most frequently accessed across a network.
reports
Technical Use the reports in this category to generate detailed technical information related to controlled
Reports: devices. This includes the number of times that each device was connected to computers protected
by GFI EndPointSecurity. Technical reports allow you to generate report grouped by; users accessing
each device, computers to which the devices were connected and the device class to which every
connected device belongs.
Security Use the reports in this category to generate a list of;
reports: users that connected devices during weekends or outside working hours
users that tried to access devices on multiple machines.
machines used to access devices by multiple users.
GFI EndPointSecurity default reports are accessed by clicking on the Default Reports navigation
button provided in the management console.

Note
Click a report node to view a description and a sample output of what the selected
report will contain.

3.1 Generating Default Reports

To generate a default report:
1. Click on the Default Reports navigation button to launch the list of default reports available.

GFI EndPointSecurity 3 Getting Started: Default Reports | 15

Screenshot 5: Selecting the data set period

2. Right-click on the report that you wish to generate, select Generate report and specify which
device activity data will be represented in the report.

Note:
Default reports can be based on the device activity data collected today, yesterday,
during the last 7 days or over the last 30 days. Further to this, you can also base your
reports on data collected during a particular day, month or date/time period.

Example 1: Generating a “Device usage summary” report based on yesterday’s data.

This example demonstrates how to generate a “Device usage summary” report based on the data
collected by GFI EndPointSecurity during the previous day.
1. Click on the Default Reports navigation button to bring up the list of available reports.
2. Right-click on Device usage summary and select Generate report > For Yesterday.
Example 2: Generating a “Device usage summary” report based on that data collected
on a particular day.
This example demonstrates how to generate a Device usage summary report based on the data
collected by GFI EndPointSecurityon September 15, 2009.
1. Click on the Default Reports navigation button to launch the list of available reports.
2. Right-click on Device usage summary and select Generate report > For Custom Date.

GFI EndPointSecurity 3 Getting Started: Default Reports | 16

Screenshot 6: Selecting date and time

3. Select Day option and expand the provided drop down. This will launch the date selection cal-
endar.
4. Navigate to the required month (For Example. September) and select the required day (i.e. 15).
5. Click Finish to generate the report.
Example 3: Generating a “Device usage summary” report based on data collected over a
specific date/time period.
This example demonstrates how to generate a Device usage summary report based on the data
collected by GFI EndPointSecurity between August 18, 2009 and September 1, 2009.
1. Click on the Default Reports navigation button to launch the list of available reports.
2. Right-click on Device usage summary and select Generate report > For Custom Date.

GFI EndPointSecurity 3 Getting Started: Default Reports | 17

Screenshot 7: Selecting date range

1. Select Date range option and specify the required parameters:

From – 24/10/2011 12:00:00
To – 28/10/2011 0:00:00

Note:
Date and time format are based on the regional settings configured on your computer.

3. Click Finish to generate the report.

GFI EndPointSecurity 3 Getting Started: Default Reports | 18

3.2 Analyzing the generated report

Screenshot 8: Generated reports are displayed in the right pane of the management console

Generated reports are shown in the right pane of the GFI ReportCenter. Use the toolbar at the top of
the report pane to access common report related functions:

Report browsing options

Browse the generated report page by page.

Zoom in/Zoom out.

Search the report for particular text or characters.

Go directly to a specific page.

Breakdown the report into a group tree (For example. By date/time).

Print report.

Report storage and distribution options

Export the generated report to a specific file format.

Distribute the generated report via email.

GFI EndPointSecurity 3 Getting Started: Default Reports | 19

 Note
For information on how to configure report storage and distribution options refer to the
Configuring Advanced Settings section in this manual.

3.3 Adding Default Reports to the list of Favorite Reports

Screenshot 9: Favorite Reports navigation button

You can group and access frequently used reports through the Favorite Reports navigation button. To
add a default report to the list of favorite reports:
1. Click on the Default Reports navigation button to launch the list of available reports.
2. Right-click on the default report that you wish to add to favorites and select Add to favorites list.

GFI EndPointSecurity 3 Getting Started: Default Reports | 20

4 Custom Reports
GFI ReportCenter allows you to create custom reports which are tailored to your reporting
requirements. This is achieved by building up custom data filters which will analyze the data source
and filter out the information that matches the specified criteria.
Topics in this chapter

4.1 Creating a new custom report 21

4.2 Configuring Data Filter Conditions 22

4.3 Run a custom report 27

4.4 Editing a Custom Report 27

4.5 Deleting a custom report 27

4.6 Adding custom reports to the list of favorite reports 28

4.1 Creating a new custom report

To create a custom report:
1. Click on the Default Reports navigation button.
2. Right-click on the default report that will be used as a custom report template and select New >
Custom Report. This will launch the Custom Report Wizard.Click Next.

Screenshot 10: Selecting the data source to use

3. Select the data source that will be used to generate the custom report.

GFI EndPointSecurity 4 Custom Reports | 21

Screenshot 11: Specifying data filter conditions

4. Configure the data filter conditions that will be applied against the selected data source. Click on
Next to continue.

Note
For more information on how to configure filter conditions, refer to the section
Configuring data filter conditions in this manual.

5. Specify a name and description for the customized report. Click on Next to continue.
6. Click on Finish to finalize your configuration settings.

4.2 Configuring Data Filter Conditions

Use data filter conditions to specify which device usage activity will be included in the report. Only
the device usage activity which matches the specified criteria will be processed and presented within
the report.

GFI EndPointSecurity 4 Custom Reports | 22

Screenshot 12: Custom Report Wizard: Filters dialog

Click Add… to launch the Edit filter properties dialog. Configurable options in this dialog include:
Filter condition – This is the data source area on which the filter will focus (for example, select
Computer Name to filter the device activity data that is related to a particular computer).
Logical relation – The condition comparison parameter.
Value – The string to which source data will be compared.
For example to generate a report which contains only information related to a workstation called
“WinXp01”, configure your filter parameters as shown below:

Screenshot 13: Filter conditions configuration dialog

GFI EndPointSecurity 4 Custom Reports | 23

For more specific reports, you can limit the range of information to be displayed by tightening your
search criteria. This is achieved by configuring and applying multiple data filters against the selected
data source. When more than one filter is used, you will also have to specify how these filters will be
logically linked. This is achieved by selecting a logical grouping condition from Filter property
condition… drop down list provided at the bottom of the dialog.
Select And to include ALL the scan data information that satisfies ALL of the conditions specified
in the filters.
Select Or to include ALL the scan data information that matches at least one of the specified fil-
ter conditions.
4.2.1 Example: Using multiple filters
Consider the situation where a custom report has 2 filters configured as follows:

Screenshot 14: Using multiple filters

Parameters Filter 1 Filter 2

Filter condition Computer Name User Name
Logical relation Is equal to Includes
Value 'WinXP01' 'BJones'

The data which will be included in this custom report will vary according to how these filters will be
applied against your data. This is defined through the ‘Filter property condition…’ drop-down.

Filter and Filter The report will show:

1 2 » All the device usage activity made by users called ‘BJones’ on the computer called ‘WinXP01’.
Filter and Filter The report will show:
1 2 » All the device usage activity made by users called ‘Bjones’ – (no matter on which computer the
connections were made) AND
» All device connections made to the computer called ‘WinXp01’ – (no matter who the users are).

4.2.2 Example: Creating a custom report based on data collected during a particular month
This example demonstrates how to generate a device usage summary report called Device Usage on
September 2009. This report will be based on the device usage activity:

GFI EndPointSecurity 4 Custom Reports | 24

 Collected from the computer called WinXp01
Made by a particular user called Bob Jones
Recorded during the month of September 2009.
To create this report:
1. Click on the Default Reports navigation button.
2. Right-click on the report that you wish to customize and select New > Custom Report. This will
launch the Custom Reports Wizard.
3. As soon as the welcome dialog is displayed, click Next.

4. Select Month option and specify the following parameters:

Month : September.
Year : 2011.
5. Click on Next to proceed to the data filters dialog.

GFI EndPointSecurity 4 Custom Reports | 25

 Screenshot 15: Filter conditions dialog(s)

6. Click on the Add… button and configure the parameters of filter 1 as follows:
Filter condition : Computer Name
Condition : Equal to
Value : WinXp01
7. Click OK to finalize your filter configuration settings.
8. Click again on the Add… button and configure the parameters of filter 2 as follows:
Filter condition : User Name
Condition : Equal to
Value : Bob Jones
Filter Property condition… : and
9. Click OK to finalize your filter configuration settings.
10. Click Next and specify the following parameters:
Report Name : Device usage on September 2009
Report Title : Device usage by Bob Jones on computer WinXp01

GFI EndPointSecurity 4 Custom Reports | 26

 Report Description: This report shows the device connections made by user Bob Jones on com-
puter WinXp01 during September 2009.
11. Click Next to proceed to the final dialog.
12. Click Finish to finalize your custom report configuration settings.

4.3 Run a custom report

To run a custom report:
1. Click on the Custom Reports navigation button.
2. Right-click on the custom report that you wish to generate and select Generate.

4.4 Editing a Custom Report

To edit the configuration settings of a custom report:
1. Click on the Custom Reports navigation button.

Screenshot 16: Custom Report Wizard: Welcome dialog

2. Right-click on the custom report that you wish to modify and select Edit. This will launch the Cus-
tom Reports Wizard through which you can make the required changes.

Note
For more information on how to configure the parameters of a custom report refer to
the Creating a custom report section in this chapter.

4.5 Deleting a custom report

To delete a custom report:

GFI EndPointSecurity 4 Custom Reports | 27

1. Click on the Custom Reports navigation button.
2. Right-click on the custom report that you wish to permanently remove from the list and select
Delete.
3. Click Yes to confirm.

4.6 Adding custom reports to the list of favorite reports

Screenshot 17: Favorite reports navigation button

You can group and access frequently used reports through the Favorite Reports navigation button. To
add a custom report to the list of favorite reports:
1. Click on the Custom Reports navigation button to launch the list of available reports.
2. Right-click on the custom report that you wish to add to favorites and select Add to Favorites
List.

GFI EndPointSecurity 4 Custom Reports | 28

5 Scheduling Reports
GFI ReportPack allows you to generate reports on a pre-defined schedule as well as at specified
intervals. In this way you can automate the generation of reports which need to be created and
delivered on a regular basis. Further to this, GFI ReportPack can also be configured to automatically
distribute scheduled reports via email. For every scheduled report, you can configure custom emailing
parameters including the list of report recipients and the file format (example: PDF) in which the
report will be attached to the email. Use the report scheduling feature to automate your report
generation requirements. For example, you can schedule lengthy reports after office working hours
and automatically email them to the intended recipients. In this way, you maximize the availability of
your system resources during working hours and avoid any possible disruptions to workflow. Both
default and custom reports can be scheduled for automatic generation.
Topics in this chapter

5.1 Scheduling a report 29

5.2 Configuring Advanced Settings 31

5.3 Viewing a list of Scheduled Reports 35

5.4 Viewing the Scheduled Reports activity 36

5.5 Enable or disable a scheduled report 37

5.6 Editing a Scheduled Report 37

5.7 Deleting a Scheduled Report 38

5.8 Example Scheduling a Report 38

5.1 Scheduling a report

To schedule a report
1. Click on the Default or Custom Reports option pane.
2. Right-click on the report to be scheduled and select New > Scheduled report. This will launch the
Scheduled Report Wizard. Click on Next to continue.

GFI EndPointSecurity 5 Scheduling Reports | 29

Screenshot 18: Report Scheduling Wizard: Data-set selection dialog

3. Select the device usage period to be covered by this report.

Screenshot 19: Report Scheduling Wizard: Time schedule dialogue

4. Specify the report scheduling parameters (date/time/frequency). Click on Next to continue.

GFI EndPointSecurity 5 Scheduling Reports | 30

5. To export the generated report to file, select Export to file option. To customize the report
export configuration settings click on the Settings button underneath this option.

Note
For information on how to configure export-to-file settings refer to Configuring report
export to file options section in this chapter.

6. To automatically distribute generated reports via email, select the Send by mail option. To cus-
tomize the email settings used for report distribution click on the Settings button underneath this
option.

Note
For information on how to configure email settings refer to the Configuring report
emailing options in this chapter.

7. Specify a name and description for this scheduled report. Click on Next to continue.
8. Click on Finish to finalize your settings.

5.2 Configuring Advanced Settings

GFI EndPointSecurity GFI ReportPack allows you to export scheduled reports to a specific file format
as well as to automatically distribute these reports via email. This is achieved using either a set of
parameters (e.g. recipient’s email addresses) which are specified on the fly during scheduled report
configuration or using the default set of report export and distribution parameters configured during
the GFI ReportPack installation.

GFI EndPointSecurity 5 Scheduling Reports | 31

 Note:
The Report Scheduling Wizard is by default configured to use the default set of report
export and distribution parameters.

5.2.1 Report Export Formats

Scheduled reports can be exported in a variety of formats. Supported file formats include:

Format Description
Adobe Use this format to allow distribution of a report on different systems such as Macintosh and Linux while pre-
Acrobat serving the layout.
(.PDF)
MS Excel Use this format if you want to further process the report and perform more advance calculations using
(.XLS) another (external) program such as Microsoft Excel.
MS Word Use this format if you want to access this report using Microsoft Word.
(.DOC)
Rich text Use this format to save the report in a format that is small in size and which allows accessibility through dif-
format ferent word processors in different operating systems.
(.RTF)
HTML Use this format to save the report in a platform independent format which can be viewed through a web
(.HTM) browser. For example, you can include reports exported in html format directly on your website or
intranet.

5.2.2 Configuring report export to file options

Screenshot 20: Advanced Settings dialog: Export to file settings button

To configure the report Export to file settings of a scheduled report;

1. From the Advanced Settings dialog, click Settings button underneath the Export to file option.

GFI EndPointSecurity 5 Scheduling Reports | 32

Screenshot 21: Advanced Settings: Export to file options

2. Select the Override the default folder options for this report.
3. Specify the complete path where the exported report will be saved.
4. Specify the file format in which the exported report will be saved.
5. Click OK to finalize your configuration settings.

Note:
For information on how to configure the default export to file settings refer to the
Configuring default scheduling options section in this manual.

5.2.3 Configuring report emailing options

To configure the report emailing options of a scheduled report do as follows:

Screenshot 22: Advanced Settings dialog: Send by email settings button

1. From the ‘Advanced Settings’ dialog, click on the Settings button underneath the ‘Send by email’
option.

GFI EndPointSecurity 5 Scheduling Reports | 33

Screenshot 23: Report distribution options

1. Select Override the default email options for this report.

2. Specify the following parameters:
To/CC : Specify the email address(es) where the generated report will be sent.
From: Specify the email account that will be used to send the report.
Server: Specify the name/IP of your SMTP (outbound) email server. If the specified server requires
authentication, select option SMTP Server requires login and specify the logon credentials in the
User name and Password fields.
Report format: Reports are sent via email as attachments. Select the file format in which to send
out your report.
3. Click OK to finalize your configuration settings.

GFI EndPointSecurity 5 Scheduling Reports | 34

5.3 Viewing a list of Scheduled Reports

Screenshot 24: List of Scheduled reports

Click on the Scheduled Reports navigation button to show the list of scheduled reports which are
currently configured for automatic generation. This information is displayed in the right pane of the
management console and includes the following details:
Schedule Name: The custom name that was specified during the creation of the new scheduled
report.
Report Name: The names of the default or custom report(s) that will be generate.
Last Generated: Indicates the date/time when the report was last generated.
Next Sent: Indicate the date/time when the report is to be next generated.
Description: The description that you have entered for each schedule.

GFI EndPointSecurity 5 Scheduling Reports | 35

5.4 Viewing the Scheduled Reports activity

Screenshot 25: Schedule activity monitor

GFI ReportCenter also includes a schedule activity monitor through which you can view events related
to all scheduled reports that have been executed.
To open the schedule activity monitor, click on the Scheduled Reports navigation button and select
the Scheduled Reports Activity node. This will launch the activity information in the right pane of the
GFI ReportCenter management console .
The activity monitor displays the following events:

Note:
The scheduled report was successfully executed and sent by email and/or saved to disk.

Warning:
The scheduled report was not executed because product license is invalid or has
expired.

GFI EndPointSecurity 5 Scheduling Reports | 36

 Warning
The scheduled report was not executed due to a particular condition/event. Typical
conditions include:
Errors when attempting to save the generated report to a specific folder (for
example, out of disk space).
Errors when attempting to send the generated report via email (for example, the
SMTP server configured in the GFI ReportCenter settings is not reachable).

The activity monitor records and enumerates the following information:

Date: The date and time when the scheduled report was executed.
Product name: The name of the GFI product to which the report belongs.
Type: The event classification - error, information, or warning.
Description: Information related to the state of a scheduled report that has been executed. The
format and contents of the activity description vary, depending on the event type.

Note:
The description is often the most useful piece of information, indicating what happened
during the execution of a scheduled report or the significance of the event.

5.5 Enable or disable a scheduled report

Indicates that the scheduled report is disabled.

Indicates that the scheduled report is enabled or pending.

To enable or disable a scheduled report, right-click on the respective report and select
Enable/Disable accordingly.

5.6 Editing a Scheduled Report

To make changes to the configuration settings of a scheduled report:
1. Click Scheduled Reports > Scheduled Reports list navigation button.
2. Right-click on the scheduled report that you wish to re-configure and select Properties. This will
launch the Scheduled Reports Wizard.

GFI EndPointSecurity 5 Scheduling Reports | 37

Screenshot 26: Scheduled Reports wizard

3. Click Next and perform the required changes. For information on how to configure the para-
meters of a scheduled report refer to the Creating a scheduled report section in this chapter.

5.7 Deleting a Scheduled Report

To delete a scheduled report:
1. Click on the Scheduled Reports navigation button.
2. Right-click on the scheduled report that you wish to permanently remove from the list and select
Delete.

5.8 Example Scheduling a Report

This example demonstrates how to schedule a device usage summary report called Daily Device Usage
Report. This schedule will be configured to:
Generate the first report on 09/16/2009 at 12:00.
Continue generating the same report on daily basis.
Export the generated report(s) to folder ‘C:\Daily Reports’ in PDF format.
Email the generated report using the following custom parameters:
Send from email account: [email protected]
Send to email account: [email protected]
SMTP server details: Win2k3serv
To create the scheduled report:

GFI EndPointSecurity 5 Scheduling Reports | 38

1. Click on the Default Reports navigation button.
2. Right-click on Device Usage Summary and select New > Scheduled Report.
3. In the welcome dialog, click Next.

Screenshot 27: Select device usage period

4. Select the option Relative and from the provided drop down list select Today. Click on Next to
proceed to the next dialog.
5. Since no data filters will be applied in this example, click Next to proceed to the next dialog.

GFI EndPointSecurity 5 Scheduling Reports | 39

Screenshot 28: Specifying the scheduling options

6. To generate this report on daily basis, select the option Generate this report every: and set the
interval to 1 Day.
7. Set the start date to 09/16/2009 and time to 12:00:00 AM. Click Next to proceed to the next
dialog.

Screenshot 29: Advanced Settings dialog

GFI EndPointSecurity 5 Scheduling Reports | 40

 8. From the Advanced Settings dialog, click Settings under Export to file option.

Screenshot 30: Advanced Settings: Export to file options

9. Select Override the default folder options for this report:

10. Specify the complete path where this report will be saved i.e. C:\Daily Reports.
11. From the report format drop down select PDF and click OK.

Screenshot 31: Advanced Settings dialog: Send by email settings button

12. From Advanced Settings dialog, click Settings button under Send by email option.

GFI EndPointSecurity 5 Scheduling Reports | 41

 Screenshot 32: Report distribution options

13. Select Override the default email options for this report:
14. Specify the following parameters:
To : [email protected]
From : [email protected]
Server : Win2k3serv
14. From the report format drop down select PDF and click OK to finalize your email settings.
15. Click Next and specify the following parameters:
Report Name : Daily device usage report
Report Title : Daily device usage report
Report Description: This report is generated on a daily basis at 12:00 AM. It shows all device
usage activity recorded throughout the day.
16. Click Next to proceed to the final dialog.
17. Click Finish to finalize your custom report configuration settings.

GFI EndPointSecurity 5 Scheduling Reports | 42

6 Configuring default options
The GFI EndPointSecurity GFI ReportPack allows you to configure a default set of parameters which
can be used when generating reports. These parameters are first set during installation. However,
you can still reconfigure any of these parameters via the Options navigation button provided in the
GFI ReportCenter management console.

Screenshot 33: Options navigation button

Through the Options navigation button you can configure the following parameters:
Database source: Use this node to specify the database backend from where the GFI ReportPack
will extract the required reporting data.
Default scheduling settings: Use this node to configure the default export to file parameters and
report emailing parameters of scheduled reports.

6.1 Configuring Database Source

To configure your database source:
1. Click on the Options navigation button.
2. Right-click on Database Source node and select Set Database Source… This will launch the data-
base source configuration dialog.

GFI EndPointSecurity 6 Configuring default options | 43

Screenshot 34: Database source configuration dialog

3. Select the database type (For example. MS SQL Server) from the provided list of supported data-
bases.

Note:
GFI EndPointSecurity database backend supports only MSDE/MS SQL Server.

4. Specify the name or IP address of your MSDE/MS SQL Server database backend.
5. To use the credentials of an SQL Server account, select Use SQL Server authentication option
and specify the user name and password in the provided fields.

Note:
By default, the GFI EndPointSecurity GFI ReportPack uses Windows logon credentials to
authenticate to the SQL Server.

6. Click OK to finalize your configuration settings.

GFI EndPointSecurity 6 Configuring default options | 44

6.2 Viewing the current Database Source settings

Screenshot 35: Database source configuration settings

Click Database Source to view in the right pane window the current database source settings.

GFI EndPointSecurity 6 Configuring default options | 45

7 Configuring default scheduling settings
To configure the default settings to be used by scheduled reports:
1. Click on the Options navigation button.

Screenshot 36: Default Scheduling Options node

2. From the pull-down menu, click on the Tools > Default Scheduling Options.
3. Configure the required parameter as described in the Configuring Advanced Settings section of
the Scheduling Reports topic.

GFI EndPointSecurity 7 Configuring default scheduling settings | 46

8 General Options
This chapter enables you to configure and view the GFI ReportPack general options. If you have
purchased GFI EndPointSecurity, this chapter provides detailed information about how to enter your
purchased license key, view the GFI ReportPack version details and also check for newer versions.
Topics in this chapter

8.1 Entering your license key after installation 47

8.2 Viewing product Report Pack version details 48

8.3 Checking the web for newer builds 48

8.1 Entering your license key after installation

If you have purchased GFI EndPointSecurity, enter your License key using the Options > Licensing
node (no re-installation/re-configuration required)

Note:
Entering the License Key should not be confused with the process of registering your
company details on our website. This is important since it allows us to give you support
and notify you of important product news. You may register and obtain your GFI
customer account from: http://www.gfi.com/pages/regfrm.htm

To input your GFI EndPointSecurity license key in the GFI ReportPack:

Screenshot 37: Product Selection drop down list

1. Select the respective product (e.g. GFI EndPointSecurity) from the Product Selection drop down
list.
2. Click on the Options navigation button.
3. Right-click on the Licensing node and select Set Licensing…. This will launch the Licensing dia-
log.

GFI EndPointSecurity 8 General Options | 47

Screenshot 38: Licensing dialog

4. Type the GFI EndPointSecurity license key in the space provided.

5. Click on OK to finalize license key entry.

8.2 Viewing product Report Pack version details

To view the version information of a currently installed product GFI ReportPack:
1. Select the product report from the Product Selection drop down list.
2. Click on the Options navigation button.
3. Click on the Version Information node. The version details are displayed in the right pane of the
GFI ReportCenter management console.

8.3 Checking the web for newer builds

Periodically GFI releases product and GFI ReportPack updates which can be automatically
downloaded from the GFI website. To check if a newer built is available for download:

GFI EndPointSecurity 8 General Options | 48

1. Select the respective product (for example, GFI EndPointSecurityGFI ReportPack) from the
Product Selection drop down list.
2. Click on the Options navigation button.
3. Right-click on the Version Information node and select Check for newer builds…

Note:
You can configure GFI EndPointSecurity GFI ReportPack to check for newer builds on
startup.

GFI EndPointSecurity 8 General Options | 49

9 Appendix GFI EndPointSecurity default reports
Topics in this chapter

9.1 Executive Reports 50

9.2 Statistical Reports 50

9.3 Top active users or machine reports 50

9.4 Technical reports 51

9.5 Security reports 51

9.6 Troubleshooting 51

9.7 Knowlegebase 52

9.8 Web forum 52

9.9 Request technical support 52

9.10 Build notifications 52

9.1 Executive Reports

Report Description
Device usage The charts in this report display percentages of allowed versus denied access for different devices
summary across all monitored computers on the network. It also lists the top 10 users with Allowed or Denied
access.
All devices used This report shows a list of devices detected by GFI EndPointSecurity agents across the network
- grouped by together with a list of users that have in some way made use of each device.
device
All device used - This report shows a list of users monitored by GFI EndPointSecurityagents across the network
grouped by user together with a list of devices that each user has used.
Device access This is a trend report showing the change in device access attempts over time. The graphs plot both
trends the allowed and denied access counts per day.

9.2 Statistical Reports

Report Description
Device This report shows the number of allowed and denied access requests made by each user for each device,
access stat- grouped by file system and non file system devices. Each row shows Read-Only and Read-Write (full)
istics access requests that were allowed or denied.
Device This report shows a list of external devices connected by each user together with the number of allowed
usage stat- and denied access requests for each device.
istics per
user

9.3 Top active users or machine reports

Report Description
Top 20 active users This report shows a list of monitored users who have the highest amount of device activity.
Top 50 active users This report shows a list of monitored users who have the highest amount of device activity
Top 20 active machines This report lists those monitored machines with the highest amount of device activity.
Top 50 active machines This report lists those monitored machines with the highest amount of device activity.

GFI EndPointSecurity 9 Appendix GFI EndPointSecurity default reports | 50

9.4 Technical reports
Report Description
Connected This report shows a list of external devices that were plugged in to machines monitored by GFI
devices EndPointSecurityAgents. All devices are grouped under their category.
grouped by
category
User based This report lists all device access requested by users. Activity is grouped by user name and event type
technical and also lists the application that attempted the access, and for file system devices, also the path and
report filename.
Machine This report shows a list of device access requests made from each machine. Each activity is grouped by
based tech- machine name and event type and includes the application that attempted the accessed. In case of
nical report file system devices, the accessed path and filename are also provided.
Device based This report shows a list of events originating from devices monitored by GFI EndPointSecurity. Events
technical are sorted in chronological order and grouped by device description.
report
Detailed This report lists all details of all Agent Activity across monitored Computers.
device activ-
ity listing
Encryption Use this report in order to determine the status of encryption across the network.
activity
report

9.5 Security reports

Report Description
Users who accessed This report displays the users who were accessing devices on more than one machine.
devices on more
than one machine
Machines which had This report displays the machines which had more than one user accessing the devices.
more than one user
accessing devices
Connected devices This report show the devices which were connected outside the working hours.
outside working
hours
Connected devices This report show the devices which were connected during weekends.
during weekends
Suspicious user This report shows all the denied file access events where the real file types were different from
activity the file extensions. These accesses could indicate suspicious user activities - users might have
tried to overcome the protection policies by altering file extensions.

9.6 Troubleshooting
The troubleshooting chapter explains how you should go about resolving any software issues that you
might encounter. The main sources of information available to users are:
The manual – most issues can be solved by reading this manual.
GFI Knowledge Base articles
Web forum
Contacting GFI Technical Support

GFI EndPointSecurity 9 Appendix GFI EndPointSecurity default reports | 51

9.7 Knowlegebase
GFI maintains a Knowledge Base, which includes answers to the most common problems. If you have a
problem, please consult the Knowledge Base first. The Knowledge Base always has the most up-to-
date listing of technical support questions and patches. To access the Knowledge Base, visit
http://kbase.gfi.com/.

9.8 Web forum

User to user technical support is available via the web forum. The forum can be found at:
http://forums.gfi.com/.

9.9 Request technical support

If you have referred to this manual and our Knowledge Base articles, and you still cannot solve issues
with the software, contact the GFI Technical Support team by filling in an online support request
form or by phone.
» Online: Fill out the support request form on: http://support.gfi.com/supportrequestform.asp.
Follow the instructions on this page closely to submit your support request.
» Phone: To obtain the correct technical support phone number for your region please visit:
http://www.gfi.com/company/contact.htm.

Note:
Before you contact our Technical Support team, please have your Customer ID
available. Your Customer ID is the online account number that is assigned to you when
you first register your license keys in our Customer Area at: http://customers.gfi.com.

We will answer your query within 24 hours or less, depending on your time zone.

9.10 Build notifications

We strongly suggest that you subscribe to our build notifications list. This way, you will be
immediately notified about new product builds. To subscribe to our build notifications, visit:
http://www.gfi.com/pages/productmailing.htm.

GFI EndPointSecurity 9 Appendix GFI EndPointSecurity default reports | 52

10 Glossary

A
Access permissions
A set of permissions (access, read and write) that are assigned to users and groups per device
category, connectivity port or a specific device.

Active Directory
A technology that provides a variety of network services, including LDAP-like directory ser-
vices.

Alert recipient
A GFI EndPointSecurity profile account to hold the contact details of users intended to
receive e-mail alerts, network messages and SMS messages.

Alerts
A set of notifications (e-mail alerts, network messages or SMS messages) that are sent to alert
recipients when particular events are generated.

Alerts administrator account

An alert recipient account that is automatically created by GFI EndPointSecurity upon install-
ation.

Automatic discovery
A GFI EndPointSecurity feature to search and discover computers that were newly connected
to the network at configured scheduled times.

B
BitLocker To Go
A Microsoft Windows 7 feature to protect and encrypt data on removable devices.

C
Connectivity port
An interface between computers and devices.

Create Protection Policy wizard

A wizard to guide you in the creation and configuration of new protection policies. Con-
figuration settings include the selection of device categories and ports to be controlled and
whether to block or allow all access to them. This wizard also allows the configuration of file-
type based filters, encryption permissions as well as logging and alerting options.

GFI EndPointSecurity 10 Glossary | 53

 D
Database backend
A database used by GFI EndPointSecurity to keep an audit trail of all events generated by GFI
EndPointSecurity agents deployed on target computers.

Deployment error messages

Errors that can be encountered upon deployment of GFI EndPointSecurity agents from the GFI
EndPointSecurity management console.

Device blacklist
A list of specific devices whose usage is blocked when accessed from all the target computers
covered by the protection policy.

Device category
A group of peripherals organized in a category.

Device scan
A GFI EndPointSecurity feature to search for all devices that are or have been connected to
the scanned target computers.

Device whitelist
A list of specific devices whose usage is allowed when accessed from all the target computers
covered by the protection policy.

Digest report
A summary report giving an account of the activity statistics as detected by GFI EndPointSe-
curity.

E
Event logging
A feature to record events related to attempts made to access devices and connection ports
on target computers and service operations.

F
File-type filters
A set of restrictions that are assigned to users and groups per file-type. Filtering is based on
file extension checks and real file type signature checks.

G
GFI EndPointSecurity agent
A client-side service responsible for the implementation/enforcement of the protection
policies on the target computer(s).

GFI EndPointSecurity 10 Glossary | 54

 GFI EndPointSecurity application
A server-side security application that aids in maintaining data integrity by preventing unau-
thorized access and transfer of content to and from devices and connection ports.

GFI EndPointSecurity management console

The user interface of the GFI EndPointSecurity server-side application.

GFI EndPointSecurity Temporary Access tool

A tool which is available on the target computers. It is used by the user to generate a request
code and later to enter the unlock code in order to activate the temporary access once it is
granted by the administrator. Upon activation, the user will have access to devices and con-
nection ports (when such access is normally blocked) on his protected target computer for the
specified duration and time window.

Global permissions
A Create Protection Policy wizard step that prompts the user to either block or else to allow
access to all devices falling in a category or which are connected to a port of the target com-
puters covered by the protection policy.

GPO
See Group Policy Objects.

Group Policy Objects

An Active Directory centralized management and configuration system that controls what
users can and cannot do on a computer network.

H
Human Interface Devices
A specification that is part of the universal serial bus (USB) standard for a class of peripheral
devices. These devices, such as a mice, keyboards, and joysticks, enable users to input data
or to interact directly with the computer.

M
MSI file
A file generated by GFI EndPointSecurity for later deployment using GPO or other deployment
options. It can be generated for any protection policy and contains all the relevant configured
security settings, including installation settings for unprotected target computers.

P
Power user
A power users is automatically given full access to devices connected to any target computer
covered by the protection policy.

GFI EndPointSecurity 10 Glossary | 55

 Protection policy
A set of device access and connectivity port permissions that can be configured to suit your
company’s device access security policies.

Q
Quick Start wizard
A wizard to guide you in the configuration of GFI EndPointSecurity with custom settings. It is
launched upon the initial launch of GFI EndPointSecurity management console and is intended
for first time use.

S
Security encryption
A set of restrictions configured to either block or else to allow users/groups to access specific
file-types stored on devices that are encrypted with BitLocker To Go. These restrictions are
applied when the encrypted devices are connected to the target computers covered by the
protection policy.

T
Target computer
A computer that is protected by a GFI EndPointSecurity protection policy.

Temporary access
A period of time during which users are allowed to access devices and connection ports (when
such access is normally blocked) on protected target computers, for a specified duration and
time window.

U
User message
A message that is displayed by GFI EndPointSecurity agents on target computers, when
devices are accessed.

GFI EndPointSecurity 10 Glossary | 56

11 Index

B
Build notifications 52

D
database backend 10, 12, 15, 43-44

G
GFI EndPointSecurity
agent

application
management console
Temporary Access tool
version 5-10, 13-16, 31, 43-
44, 47, 49-51
Glossary 53

K
Knowledge Base 51-52

L
licensing 12

T
Technical Support 51-52

Troubleshooting 51

V
versions 47

W
wizard
Create Protection Policy wizard

Quick Start wizard

Troubleshooter wizard 10, 38

GFI EndPointSecurity Index | 57

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Telephone: +61 8 8273 3000
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