InterGuard Web Filtering User and Configuration Guide

Section 1 – Viewing Recorded Data

Shortly after installing the software recorded data will show up in the Recorded Data section of the user interface.  Some data types take longer than others to arrive.  Most of the monitors are on by default; to edit recording settings please see section 4.3 Recording & Blocking Options.
 
The Recorded Data section is organized into the various data types that are captured by the software; Email, IM/Chat, Keystrokes, Websites, Searches Performed, Screenshots, and Programs.   Simply click the desired data type.  Please note that depending on the product that you have purchase, some data types may not be available.

1.1 Common Controls

A variety of information about Recorded Data will be displayed and the information is organized in three frames; grouping, summary, and detail. The following is common to all of the Recorded Data data-types:

1.1.1 Grouping

The left most frame of the Recorded Data section displays grouping options.  By selecting an item displayed in grouping, your Recorded Data will be filtered by those criteria. For example, the default grouping criteria for most Recorded Data types is Date.  If you click on a specific date, only recorded data from that date will be displayed.    
 
You can change the criteria in grouping by clicking the “Group by” button located just above the grouping frame.  The criteria that you can group by will differ slightly for each data type.  Here are examples of common criteria:
 
  1. Date:
    The date the event was recorded.
  2. Favorites/Category:
Items that you have marked as a favorite or category.
  1. Group:
    Groups of users that you have created.
  2. Logon:
    Windows logon used by the person that the event was recorded from.
  3. Computer:
Computer used by the person that the event was recorded from.
 
Grouping selections are only persistent for your current session.  If you view another portion of your account and return to the previous data type, your display will be restored to show all data for the selected date range and advanced filter.  See section 1.1.4 Date and Advanced Filter for more formation.

1.1.2 Summary

The right frame of the Recorded Data section displays a summary of your recorded events.  By clicking on any of the events displayed in the summary, the details of the event will be displayed in the detail frame located below the summary.
 
Additionally, the Summary will display basic information about each event in columns.  We call these columns Views.  There is a variety of information that can be viewed in the summary; several Views are set to be displayed by default.  You can add more views or remove Views by clicking the “View” button located above the summary and to the right of the “Group by” button.  The view options will differ slightly for each data type.  Here are some common options; for a complete description of options for each data type please go to section1.2 Recorded Data Types:
 
  1. Date:
    The date the event was recorded.
  2. Group:
    Groups of users/computers that you have created. This view is disabled by default.
  3. Computer:
Computer used by the person that the event was recorded from.
  1. User:
    Windows logon used by the person that the event was recorded from.
  2. Category/Favorites:
    This view allows you to flag items for organization purposes.  You will see a blank square for each recorded event.  By clicking the square you can select a color or “level” for the category.  This marks that item.  You can then group or sort data by your category selections.  For example, you can mark a particular event as level 1.  You can then sort or group the events to display only those events that have been marked as level 1.

1.1.3 Detail

The bottom frame displays the details of recorded events after you have selected an event from the summary.  The details are the actual content of the recorded event.  For example the details of a recorded email event will contain the actual content of the email.  The details of a recorded keystroke event will contain the keys that were typed.
 
Additionally there are notes displayed in the details.  By default recorded events have no notes until you add them.  You can add a note by clicking the icon with the green “+” located to the right of the note displayed in the recorded event details.  You can also click the “Add note” button located above the Summary.

1.1.4 Date and Advanced Filter

You can use the date filter to display recorded events from a particular date range.  By default the date filter displays the last two days of events.  To change the date range simply enter a new set of dates in the “From:” and “To:” fields located above the Summary, then press the green “Go” button.
 
In the Advanced Filter you will find additional options to filter your recorded events with.  To display the advanced filter, click the “Advanced Filter” link located above the summary and to the far right.  There will be four filter options.  Simply select the desired criteria from the drop down menu next to each option and click the Green “Go” button when done.  The advanced filter options are:
 
  1. Favorites/Category:
    This will filter events based on your category or favorite flags.
  2. Group:
    This will filter events based on group membership.  See section 4.3.1 Groups for more information on groups.
  3. Logon:
    This will filter events based on the Windows user account.
  4. Computer:
This will filter events based on the computer.

1.1.5 Exporting Recorded Data

You can export your Recorded Data.  Click on the “Export” button located above the grouping and summary frames, and then chose the desired export type and the desired format. There are two kinds of exports; summary and detail.  The summary export is an overview that will provide the basic information about the recorded data, but it will not include details of recorded events.  This export is very similar to what is displayed in the summary frame.  The Detail export will list each recorded event individually and include the details.
 
In the case of both export types, only the events that are currently being displayed according to your date and advanced filter settings will be exported.  Please note that export only respects the date and advanced filter; it does not respect any grouping options.  Data will be exported regardless of your Group By selections.  See section 1.1.1 Grouping for more information on Group By.

1.1.6 Deleting Recorded Data

You can delete recorded data from your account by clicking the “Delete” button with the red “X” located above the Summary.  You will have three delete options.
 
  1. Delete Selected Item:
    This option will only delete events that you have selected in the Summary.
  2. Delete All Uncategorized Items:
    This will delete all events that are currently displayed according to your date and advanced filter settings EXCEPT those events that you have flagged as a favorite or category.  Please note that delete only respects the date and advanced filter; it does not respect any grouping options.  Data will be deleted regardless of your Group By selections.  See section 1.1.1 Grouping for more information on Group By.
  3. Delete All Items:
    This will delete all events that are currently displayed according to your date and advanced filter settings.  Please note that delete only respects the date and advanced filter; it does not respect any grouping options.  Data will be deleted regardless of your Group By selections.  See section 1.1.1 Grouping for more information on Group By.
 
You will be prompted to confirm your delete request.  Please note that deleted events are permanently removed from our system.  They cannot be restored.

1.1.7 Printing Recorded Data

You can print the recorded data by selecting the desired event in the Summary then clicking the “Print” button with the printer icon located above the Summary.  This will display the event in a print friendly window and initiate your browser’s print function.

1.1.8 Recorded Data Storage

Unless you have opted to delete recorded data, all the data is stored in your InterGuard account for no less than 14 days at no charge.  After a recorded event has become older than 14 days it will be permanently removed from our system.  To keep events longer, you can export them from your account, or you have two options to increase your account’s storage:
 
  1. You can increase the time-based storage for your account to 30days.  Please contact a customer service representative for pricing.
  2. You can purchase an Extended Data Storage subscription.  Extended Storage is a monthly subscription and is based on space instead of time.  It comes in 50MB blocks, and you can buy as many as you’d like.  Your data will be retained as long as the monthly payments are made and you have not exceeded the amount of storage blocks purchased.   Please see section 4.6 Subscriptions for more information about how to Extended Data Storage.

1.2 Recorded Data Types

The software records a variety of data types.  Below are the details for each data monitor.  Depending on the type of license you have purchased, some of these monitors may not be available.

1.2.4 Websites

The software will record the domain as well as the full specific address for each website that is visited.
 
The Website summary frame contains the following View options. Some View options are not selected by default, simply select these from the View menu.
 
  1. Item ID:
    This displays the ID number for the recorded event.  The software assigns a unique ID number to all recorded events.  This view is disabled by default.
  2. Date:
    The date/time recording for the website was accessed.
  3. Group:
    Groups of users/computers that you have created.
  4. User:
    Windows logon used by the person that the event was recorded from.
  5. Computer:
Computer used by the person that the event was recorded from.
  1. Website:
    This is the domain that the website belongs to, for example facebook.com, google.com, etc.
  2. Window Title:
    If the website displays a visible window title to the monitored user, the window title will be recorded here.  In some cases this may be blank.
  3. Duration:
This is the time that the monitored user spent on that specific website address. The duration is calculated from the time the user’s internet browser first accessed the website address to the time the user visits a new website address or they close the browser’s window/tab. Additionally if a duration exceeds 5 minutes, the website monitor assumes the user’s attention is no longer on that website address. This could happen if the user has stepped away from the computer, has minimized the browser window, or has been distracted from the computer by something else. As this may be a misrepresentation of the user’s actual activity, no reported duration to a specific website address exceeds five minutes. Based on our experience in monitoring user activity, five minutes is an accurate depiction of the maximum time of the mass majority of visits to a specific website addresses.  It should be noted that this limit only applies to specific website addresses. A visit to a website domain (for example google.com) typically includes visits to several specific websites addresses contained in the google.com domain.  Adding up the durations to all of the specific addresses will give you a more accurate duration for the entire domain. Time is formatted in HH:MM:SS.
  1. Blocked:
If you have configured the software to block websites, this view option will indicate if the website visit was blocked by the software.
  1. Blocked Trigger:
If you have configured the software to block websites, and a website was blocked, this view option will indicate the website blocking rule that caused the site to be blocked.
  1. URL:
This will display the full specific website address.
  1. Category:
    This view allows you to flag items for organization purposes.  You will see a blank square for each recorded event.  By clicking the square you can select a color or “level” for the category.  This marks that item.  You can then group or sort data by your category selections.  For example, you can mark a particular event as level 1.  You can then sort or group the events to display only those events that have been marked as level 1.
  2. Search Term:
    If the website visited was a search engine such as google.com, and the monitored user performed a search, this will indicate the search term that was used.
 
Simply click on an item in the summary frame to see the full website address (URL) the user visited. The address is displayed as link.  If you click on it, a new browser window will pop up, pointing to the recorded website address. 

1.2.5 Searches Performed

In the Searches Performed section, the software processes all of the websites recorded by the website monitor and only displays visits to search engines such as google.com or yahoo.com.  Additionally some websites that are not “traditional” search engines, but do contain search engine features may be represented in Searches Performed.   This acts as a filter so you can quickly see what web searches were performed by the monitored user.
 
The View options are the same as Websites, see the previous section for details, section 1.2.4 Websites.

Section 2 – Dashboard

The Dashboard will display different summaries or reports calculated from your recorded data.  There are a variety of different summaries that can be included in your dashboard; we call these items Widgets.  You can view these summaries by going to the Dashboard section of your account.  Additionally the Dashboard contains an activity report. Depending the on the license you have purchased the Dashboard or some of its items may not be available.

2.1 Managing Dashboard Widgets

You can select which widgets you would like to display on your dashboard by clicking “Add” in the Dashboard section of your account.  A new window will pop up listing the available widgets in the left frame and the currently visible widgets in the right frame.  Currently visible widgets are the ones that will be displayed on your dashboard.
 
To add a widget to your dashboard select it from the “Available” list and click the right facing arrow.  To remove a widget from your dashboard select it from the “Currently Visible” list and click the left facing arrow.  When you are done adding or removing widgets, click the “Ok” button.

2.2 Employee Monitoring Dashboard Widgets

Depending on the license you have purchase some of the widgets may not be available:
 
  1. Allowed Website Categories Visited:
    The software organizes website domains into categories for easier reference.  For example google.com or yahoo.com would belong to the Computers & Internet/Search Engines category.  The Allowed Website Categories Visited widget tallies all the visits to website domains that were not blocked and displays the total for each category visited.
  2. Allowed Websites by Duration:
    Tallies all the visits to website domains that were not blocked and displays the total duration for each.  See section 1.2.4 Websites for more information on website durations.
  3. Allowed Websites Most Visited:
    Displays the domains that had the most visits.
  4. Blocked Websites by User:
    Displays the number of websites that were blocked for each user.
  5. Emails Sent Trend:
    Displays the number of emails sent for each day.
  6. IM Conversation Trend:
    Displays the number of instant message conversations for each day.
  7. Most Used Applications by Time:
    Displays the programs with the most active time.
  8. Potentially Dangerous Applications:
    Displays applications that may be a security risk, these are primarily file sharing programs.
  9. Potentially Dangerous Websites:
    Displays visited websites that belong to categories that may be considered dangerous, some examples of these categories are; Malicious Websites/Spyware, Drugs/Illegal, or Adult/Adult Content
  10. Time Spent Websurfing:
    Displays the time spent visiting websites for each user.  This is based on a tally of recorded website durations.  See section 1.2.4 for more information on website durations.
  11. Top Allowed Website Categories by Duration:
    Displays the website categories that were not blocked and visited the most based on tallied website duration. See section 1.2.4 for more information on website durations.
  12. Top Applications Used:
    Displays the programs with the most runtime.  Runtime is the time from when a program is started to when it is ended, regardless if there is a visible window open or minimized.
  13. Top Blocked Website Categories Blocked:
    Displays the categories of websites that were blocked the most.
  14. Top Blocked Websites Visited:
    Displays the website domains that were blocked the most.
  15. Top IM users by Conversation:
    Displays the users with the most number of instant message conversations.
  16. Top IM users by Duration:
    Displays the users with that spent the most time in Instant Message conversations.
  17. Top Screenshots by Application Trigger:
    Displays the programs that triggered the most screenshots.
  18. Top Screenshots by User:
    Displays the users with the most recorded screenshots.
  19. Top Screenshots by Website Trigger:
    Displays the websites domains that triggered the most screenshots.
  20. Top Senders of Webmail:
    Displays the users that sent the most emails via a webmail service such as hotmail.com.
  21. Top Users Who Visited Allowed Websites:
    Displays the users that visited the most websites that were not blocked.
  22. Total Active Time in IM:
    Displays the total duration of instant message conversations for each day.
  23. Total Screenshots:
    Displays the total screenshot events captured for each day
  24. Total Websites Visited Trend:
    Displays the number of website domains visited for each day.
  25. Total Webmails Sent:
    Displays the total emails sent via a webmail service such as hotmail.com for each day.
 
Please note that if there is no applicable recorded data for a widget, or if there is not enough recorded data for the widget to calculate its report, the widget will display “No Available Data”.

2.3 Working with the Dashboard

Your dashboard can contain any number of widgets but will display a maximum of six widgets per page. The widgets have a variety of format and layout options.

2.3.1 Dashboard Date and Advanced Filter

You can use the date and advanced filter to adjust the range of recorded data that is included in your dashboard items.  The date and advanced filters work in the same fashion as in Recorded Data and are located just above the dashboard.  Please see section 1.1.4 Date and Advanced Filter for information on how to use filters.

2.3.2 Layout

The layout of widgets can be changed by clicking the top of a particular widget and dragging it to a different portion of your dashboard.  This will move the widget and re-arrange the layout.
 
Additionally you can enlarge or maximize a widget by clicking the maximize button located on the top right of each widget.  You can reduce the widget back to its normal size by clicking the minimize icon located on the top right of the widget.
 
If you have selected more than 6 widgets to be displayed on your dashboard the additional widgets will be displayed on a separate page.  You will see page controls on the bottom of the dashboard.  Click the arrow keys to navigate through the pages of widgets.

2.3.3 Widget Formats

Each widget can be displayed in four different formats.  You can change the format by selecting a different option from the drop down menu located on the top of each widget.  The available formats are:
 
  1. Line:
    This displays the data in a line graph.
  2. Table:
    This displays the data in a table.
  3. Bar:
    This displays the data in a bar graph.
  4. Pie:
    This displays the data in a pie chart.

2.4 Activity Report

By clicking the “Activity” option in the Dashboard section of your account, you can view a report that indicates how active your users have been.  The activity report can also drill down the activity to a variety of specific activity types.
 
The activity report displays a 24 hour timeline in 15 minute blocks.  The Activity Report will assign each 15 minute block with a color that indicates the amount of activity for that period.  If the block has no color, then there is no data indicating activity for that period.  Please see section 2.4.4 Activity Level and Color for more information.

2.4.1 Activity Type

The Activity report can include activity from a variety of activity types.  To select the desired activity type, click on the drop down menu located on the top left side of the Activity Report next to “Activity”.  Select the desired activity type.  The following activity types are available:
 
  1. All Activity:
    The Activity Report will sum up and include the activity from all types - Email, Instant Messaging, Websites, and Programs.
  2. Email Activity:
    Only data recorded from emails sent by the user will be included in the report.
  3. Instant Message Activity:
    Only data recorded from Instant Message conversations will be included in the report.
  4. Website Activity:
    Only recorded website data will be included in the report.
  5. Program Activity:
    Only program data will be included in the report.

2.4.2 Activity Report Views

By default, the activity report includes a view containing the date and the users’ Windows logon.  You can also include the computer name or the group the user belongs to.  The “View” dropdown menu located on the top of the Activity Report allows you to add or remove these views from the Activity Report.  Simply check or un-check the desired items from the dropdown.

2.4.3 Activity Date Range

At the top of the Activity Report there are a variety of options to change the dates represented in the Activity Report, they include Today, Yesterday, Last 7 Days, Last 14 Days, and Custom.  The default setting is “Today”.  To change it, simply select the desired date option. When selecting the Custom option you will be prompted to enter a start and end date.

2.4.4 Activity Level and Color

The Activity Report will assign each 15 minute block with a color that indicates the level of activity for that period.  If the block has no color, then there is no data indicating activity for that period. To see a legend that indicates how much activity each color represents, click the color boxes located at the top right side of the activity reports, next to “Active”.
 
A new window will be displayed indicating the quantity of recorded events that each color represents.  These can be adjusted to customize both the color and the number of items each color represents.  To change the color click the color box located to the right of the desired quantity level and select a color.
 
At the bottom of the window you will see a slider bar that has multiple markers.  Place each marker on the desired quantity and the associated activity level will be adjusted to reflect that quantity.  The highest activity level always represents quantities larger the highest marker on the slider.  When done, click “Ok”.

2.4.5 Activity Advanced Filter

The Activity report has an advanced filter, allowing you to filter the data represented in the report by Logon, Computer, or Group.  It functions in the same fashion as the advanced filter for Recorded Data, or the other Dashboard items.  Please see section 1.1.4 Date and Advanced Filter for more information.
 

Section 3 – Account Settings

 
There are a variety of settings and options for your Account.  You can adjust these in the Settings section of your account.

3.1 Account Information

This displays general information about your account.

3.1.1 Contact Information

The contact information will be displayed here.   You can change the information by clicking the “Edit Contact Information” button.  Click “Save Changes” when you have finished updating your information.

3.1.2 Hotkey Sequence

The Hotkey Sequence for your client software will be displayed here.  The hotkeys are a sequence of 3 or 4 keys that can be used to open up a status panel for the client software while at the computer it was installed on (target computer).  The software is designed to be hidden, so it does not show up on the target computer’s add/remove programs list or in the task manager.  This status panel will allow you to perform these functions that would normally be available.  You can use it to confirm that the software is running, shutdown the software, or uninstall the software. 
 
To open the status panel on the target computer, this sequence of keys must be pressed all at the same time. After pressing the hotkeys you will be prompted for a password; use the same password as the primary account credentials used to log into your account.  The status panel will be displayed.
 
If you would like to change your hotkey sequence click the “Edit Hotkey Sequence” button in the Account Information section of your account.  If you want to use a 3 key sequence leave the first key configured as “Not Set”.  Sequences that contain the same key more than twice are not valid.  Click “Save Changes” when you have finished updating your hotkeys.

3.2 User access

User access allows you to manage the users for your Account.

3.2.1 Login Information (primary user)

This displays the username of the primary user for your InterGuard account.  You can change the password for the primary user by clicking the “Edit Password” button.  Click the “Save Password” button after entering and confirming your new password.

3.2.2 Users

You can create additional users for your Interguard Account.  All the users created will be displayed here.  You can add users by clicking the “Add User” button.  This will open up the user settings window.  You can edit users that already exist by clicking the “Edit” link located to the right of the username.  This will also open up the User Settings window.  Finally you can delete a user by clicking the “x” located to the right of the user.

3.2.3 User Settings

When you either click the “Add User” button, or edit an existing user, the user settings window will open.  You will need to enter a variety of user settings and click “Ok” when done.

3.2.3.1 Username

You must enter a unique email address for the username.

3.2.3.2 Role

You will need to select a role from the drop down menu.  The following permission roles are available:
 
  1. Administrator:
    This grants the user full permissions nearly identical to the primary account.  The exception is that their credentials will not work to access the client software status panel.  Only the primary account credentials will work for the client status panel.  Please see section 4.1.2 Hotkey Sequence for more information about the status panel.
  2. Manager:
    This grants the user permissions to view recorded data, adjust settings, and view the dashboard.  A manager cannot edit groups and users.  Additionally keystrokes that are recorded from some encrypted sources (such as passwords or credit card numbers from website forms) will not be viewable by the user, being replaced by asterisks.
  3. Limited:
    This grants the user permission to view recorded data and the dashboard.  They cannot edit settings, groups, or users.  Additionally keystrokes that are recorded from some encrypted sources (such as passwords or credit card numbers from website forms) will not be viewable by the user, being replaced by asterisks.

3.2.3.3 Limiting Group

You may limit a user account to a specific group.  Please see section 4.3.1 Groups for more information on groups.  The drop down menu will display all the groups you have configured for your account.  If you choose to limit the user to a group that user will only be able to view data from users and computers assigned to that group, and can only adjust settings for that group.  If you do not want to limit the user to a group, select the “None” option.

3.2.3.4 Password

You will need to enter and confirm a password for the user. 

3.2.3.5 Disable Web Login

This option will prevent the user from logging into your Interguard Account.  This should be left unchecked, its function only applies if you have purchased DataLock licensing as well.  Please see the DataLock user guide or contact a sales representative for more information on DataLock.

3.2.3.6 Send Reminders

If this option is selected, the user will receive email reminders that may be sent by Awareness Technologies.

3.2.3.7 Allow Self Override and Linked Login

These options should be left blank.  Their function only applies if you have purchased DataLock licensing as well.  Please see the DataLock user guide or contact a sales representative for more information on DataLock.

3.3 Recording & Blocking Options

Clicking on the Recording & Blocking link under the Settings tab will allow you to:
  1. Create Groups
  2. Assign computers and/or users to Groups
  3. Assign specific Recording Option settings about what to record and/or block for your computers and users

3.3.1 Groups

Groups are an organization tool and a simple a way to create unique Recording Options rule-sets and assign Windows users or entire computers to the each rule-set.  This means you can designate unique recording options for each Windows user or group of Windows users, each computer or group of computers, or a combination of Windows users and computers.
 
By default, there will be a Group labeled “Unassigned”. This Group cannot be deleted as it will act as the default Recording Options rule-set for all computers/users that have not been assigned to another Group.
 
To create a Group, enter the name of the new Group in the “Add Group” text box and click the “Add” button.  New Groups contain no members.  To add members to the group do the following:
 
  1. Highlight the appropriate Group.
  2. Click on the “Members” tab on the right.
  3. Click on the “Add Member” button.
  4. The Add Member Search tool will open.  This tool will search all the computer and user names in your Interguard account.  Computer and User names are captured from the target computers and uploaded to your account when the client software is installed.
  5. In the “Find” field select computer or user from the drop down menu.  This instructs the search tool to look for either a computer or a user.
  6. In the “In” field select the group you would like to search from the drop down menu.  If you select “All Groups”, it will search all of the groups.
  7. In the “Search for” field type any desired keywords to use in the search.  If you leave this field blank, the search tool will display all the items that exist in the group you selected in step 6.
  8. After clicking the “Search” button, the search tool will display the results.  Select the desired item, and then click the “Add” button.  You can us Ctrl + click to select multiple items.
 
The user(s) or computer(s) you selected will be added to the group.  Users and computers can only be in one group at one time, so when you add a member to a group, that member is also being removed from its previous group.

3.3.2 Edit Recording Options

Select the Group from the left pane that you would like to edit the Recording Options for. Select either “On” or “Off” for each option. If the recording option has a “Settings” link next to it, you’ll need to click on it to configure the settings specific to that option.
4.3.6 Websites Settings
Clicking “On” next to “Record Websites” will instruct the software to record the full website addresses (URLs) of every website visited on the computers you are monitoring.

3.3.8 Block Websites Settings

To block websites, you will first need to click “On” next to “Block Websites”. You will then need to configure the website blocking settings.  To get started, click on “Settings” located to the right of “Block Websites”.  The website blocking settings window will open and you will see three tabs: Block by Category/Website Address, Block by Content, and Allowed Websites.  Each tab will allow you to configure different types of website blocking rules.

3.3.8.1 Block by Category/Website Address

This tab has three main sections:
 
Website Categories:
The software includes a huge proprietary list of categorized websites that makes blocking certain types of websites very easy. To block all of the website addresses in a particular category, click the checkbox next to the category. If the category has a “+” sign next to the checkbox, it contains sub-categories that can be blocked or unblocked.
 
Website Address:
If there is a specific website that you know you would like to block, simply type the website address into the text box next to “Website Address” and click the “Add” button. Do not enter the “WWW” or “http://” portions of a website address.  You only need the domain portion.  For example, to block https://www.awarenesstech.com you would only need to enter “awarenesstech.com.  The website you entered should appear in the frame titled “Website Address”. You can remove websites by checking the checkbox next to the one you would like to remove and clicking the “Delete” button.
 
Test Website Address:
If you would like to find out if a particular website address will be blocked or what category a website belongs to, you can enter it into the text box next to “Test Website Address” and click the “Test” button.  Do not enter the “WWW” or “http://” portions of the website address.   A box will appear that contains the following information:
 
Website
The website address you are testing.
Category
The category the website belongs to (if applicable).
Category Blocked?
If this checkbox is checked, that category is configured to be blocked.  If it is not checked, and you want to block the category, click this box.
Always Block
If the website has been added to the website address blocking list, this radio button will be lit.
Use Category Setting
If the category is currently set to be blocked this radio button will be lit.
Content Scan Only
If the website’s category has not been configured to be blocked and the website address has not been added the website address list.  This radio button will be lit.  This means the website will be allowed unless it contains alert words that you have added to your Block by Content settings.  See section 4.3.8.2 Block by Content for more information on Block by Content.
Always Allow
If you would like this website to be allowed regardless of other blocking settings, select this radio button.
Result
This is the expected result if the monitored user visits this website address.
 

3.3.8.2 Block by Content

The software allows you to block websites based upon text contained in the website page.  It will scan the website content and if the designated words or phrases are found on a webpage, the software will block the webpage.
 
This tool uses words or phrases that you have entered into your account as Alert Words.  To configure Block by Content, you will first need to add Alert Words to your account.  By clicking the “Manage” button you can open up the Alert Word management tool to add Alert Words.  Please see section 4.4 Manage Alert Words on how to add Alert Words.
 
From the drop down menu select the Alert Word category that you would like to user for Block by Content.  Then click the “Add” button.  You will see the name of the category appear in the list below. 
 
You can remove Alert Word Categories by selecting the checkbox next to the one you would like to remove and clicking the “Delete” button.
 
Block by Content can be a very effective tool to block a specific kind of content or rapidly changing content. Please note this tool is very powerful. Use caution when selecting words and phrases; commonly used words or phrases may inadvertently block “innocent” sites.  It is most often easier to use category or website address blocking, see section 4.3.8.1 Block by Category/Website Address

3.3.8.3 Allowed Websites

The software also gives you a variety of ways to configure Allowed Websites. Step 1 of this screen gives you three options:
 
  1. Disable Allowed Websites:
    This option turns off the Allowed Websites feature and is selected by default.
 
  1. Only block websites on my block list except if they’re in my list of Allowed Websites:
    Select this option if you want to continue blocking websites as defined in your Category, Website Address, and Block by Content settings, but want to always ALLOW access to all websites entered in Step 2. Think of this as an override or exclusion feature.
 
  1. Block ALL websites except those in my Allowed Website:
    Use this option if you want to disregard other website blocking settings and block all websites EXCEPT those websites you have entered in Step 2.  This is a white listing feature that will easily create strict website blocking settings.
 
After you have selected the desired option in Step 1, simply type the website address into the text box next to “Website Address” and click the “Add” button. Do not enter the “WWW” or “http://” portions of a website.  You only need the domain portion.  For example, to add https://www.awarenesstech.com you would only need to enter “awarenesstech.com.  The website you entered should appear in the list.  You can remove websites from the grid by checking the checkbox next to the one you would like to remove and clicking the “Delete” button.
 

4.0 Download & Licensing

The Download/License Management section will give you basic information about each license that you have installed. You will also be able to download the client software installer from this page.

4.0.1 Inventory

The Inventory will display the various products that you have purchased for your Interguard account.  It will tally the licenses that have been used, and the licenses that are remaining.  The Inventory will provide the following information about the products:
 
  1. License Type:
    This is the name of the product.
  2. Purchased:
    This is the number of licenses purchased for that product.
  3. Used:
    This is the number of licenses for that product that have been used.
  4. Remaining:
    This is the number of licenses for that product that are currently not used.
  5. Purchase Date:
    This is the date that the product was purchased.
  6. Actions:
    There are up to three links displayed in Actions.  The “Download” link will start the download and installation wizard for that product. If you do not have any remaining licenses for that product, the “Download” link will not be displayed. The “More Info” link will take you to a page describing our products.  The “Buy” link will take you to a page where you can purchase licenses for that product.

4.0.2 Download/Install

By clicking the “Download” link located to the right of the license displayed in your inventory, you can initiate the wizard that will download the client software installer.   You can download and run the installer to install the client software on the computer you are currently accessing, or you can download and save the installer and run it on another computer at a later time.  If you decide to save the installer, do not change the filename, changing the file name will cause the installer to fail.

4.0.3 License Management

The license management section will display all the computers that you have installed the client software on.  You can display all of your computers, or you can display only computers from a specific group.  Select the “All” option or the desired group name from the drop down menu located below “License Management”.  Additionally you can enter search terms in the field to the right of “Search” to look for specific computers.
 
By default, License Management will display 25 computers per page.  If you have installed on more computers, you can select to view more computers per page by selecting a larger amount from the drop down menu located to the right of “Show”.

License Management will provide the following information:
 
  1. Computer Name:
    The name of the computer that the software was installed on.
  2. Active Licenses:
    This displays the license(s) that have been assigned to each computer.  If you have purchased different products from Awareness Technologies, you can assign additional products to a computer that already has an Awareness Technologies product currently installed.  Click the “Assign License” link located to the right of the desired computer and then select the product that you would like to add.  In most cases you will not need to perform any additional software installation when adding another license type.  Examples of other types of licenses are Laptop Cop or DataLock.
  3. Version:
    This displays the version of the client software currently installed on the computer.
  4. Last Checkin Time:
    This displays the date and time of the last instance the client software checked in with your account.  Checkins are generated when the client software uploads certain data to your account as well as periodically throughout the day.  Please note that if the computer is offline or no one is logged into Windows, you will not see a current check-in. The check-in will be updated the next time someone logs into Windows and goes online.
  5. Actions:
    All computers that have the client software installed will have a “Reset” link. Depending on your licensing agreement with Awareness Technologies, you can use the “Reset” link to remove a license, enabling you to assign that license to a new computer.  Please note, if you only have one license type assigned to a computer, the client software must be uninstalled or no longer running on the previous computer before that license should be reset.  If you want to reset all licenses for all of the computers that are being displayed by License Management, you can click the “Reset All” link located above the “Action” column. Please check your licensing agreement with Awareness Technologies to determine if moving licenses to different computers is allowed for your account.  Additionally there will be a “Assign” link.  This can be used to assign different products to a computer that already has the software installed. 
 
You can export or print the information displayed by License Management by clicking one of the options located below “License Management”.
 

4.1 Subscriptions

Unless you have opted to delete your recorded data, all the recorded data is stored in your InterGuard account for no less than 14 days at no charge.  After a recorded data event has become older than 14 days it will be permanently removed from our system.   Once of the options to keep recorded data in your account for longer than 14 days is to purchase an Extended Data Storage subscription.   The Subscriptions section of your account will allow you to purchase a storage subscription, see the payment history of an existing subscription, or modify the billing information for an existing subscription. 
 
To create a new subscription, simply click the “Create Subscription” button and follow along with the subscription wizard.  If you do not need to have data stored in your account for longer than 14 days, you can ignore the subscription section.

Section 5 – Help

There are a variety of help options at your disposal.  Visit the Help section of your account to get started.

5.1 Knowledge Base

The knowledge base contains articles on most questions and issues related to our software and is generally the fastest way to answer your question. To access it, simply click the “Knowledge Base” link in the help section of your account.  The Knowledge Base will be displayed in a new window or tab.  Click on the desired category of topics to sort the articles, or enter a keyword(s) in the “Search” field to run a search of the articles.  Click the desired article in the “Most Requested” or “Search Results” section to view their contents.

5.2 Live Chat

You can chat with a live support agent by clicking the button that says “Chat Live with an AGENT” in the help section of your account.  The dialogue box will be opened in a new window or tab.  It will have some preliminary questions so that the agent can better assist you.  Please fill them out to the best of your ability and then click “Start Chat”. 

5.3 Trouble Ticket System

You can submit a trouble ticket directly to one of our support personnel by clicking on the Trouble Ticket System link in the Help section of your account. To submit a ticket click on the “New Ticket” link and provide as much information as possible.  Click the “Submit” link with the green arrow when done.
 
There are a variety of ticket statuses; when you have created a new ticket that is waiting for a response from support it will show up in New Tickets.  When the ticket is an ongoing case where we have already replied at least once and you are waiting for a response from support, it will show up in Unanswered Tickets.  We strive to respond to trouble tickets as quickly as possible.  When a ticket is answered, you will see it show up in Answered Tickets.  To view tickets, click the desired ticket status (new, answered, etc).  The tickets of that status will be listed, click the desired ticket to view its contents.