Installing and configuring WinProxy
Now that you've added TCP/IP to your network, you're ready to install and configure WinProxy. Two configuration Wizards built into WinProxy will assist and guide you through this process, making the install quick and easy:
- The Install Wizard
- gets WinProxy up and running using the program's default communications configura tion. You'll be asked a few simple questions along the way and then verifies your Internet connection. Once this process is complete-about 10 minutes-you'll be completely set up with a secure firewall in place.
- The Properties Wizard
- allows you to fine-tune settings within WinProxy, changing default configurations to those that more aptly suit your needs. The Properties Wizard helps make this task easy and straightfor ward-as long as you've obtained the information listed in the box below. You'll be prompted during instal lation to enter that information, so having the answers handy smooths the entire process.
Important Note:If you access the Internet through a standard Internet Service Provider (ISP) or if you're an AOL user who has non-AOL applications requiring mail and news access, please obtain the following information from your ISP before running the Properties Wizard: (1) The name of the Dial-Up Networking connection used to connect to your ISP; (2) Your user name; (3) Your password.
Let's begin. The rest of this chapter guides you through the following steps.
Step 1: Installing WinProxy.
Step 2: Running the Install Wizard.
Step 3: Running the Properties Wizard.
Step 4: Configuring Internet Applications on All Your computers.
When you've completed all four steps, WinProxy will be up and running on your network.
Installing the software is as simple as A, B, C:
1. Obtain the Software. You can purchase WinProxy software in two ways: in retail stores or online.
If you'd like to go the retail route, you can buy WinProxy on a CD-ROM at major office supply and computer stores.
To download the software, log onto our web site, www.WinProxy.com. Downloading gives you the added opportunity to evaluate WinProxy for 30 days before purchase. Purchase can be made with a valid credit card either via a secure connection from our web site or by calling Ositis Software directly at 888-946-7769.
2. Prepare the Software to Run. Depending on the delivery mechanism you've chosen for obtaining WinProxy-
CD-ROM or download-this step will vary.
If you're downloading WinProxy:
- Go to our website, www.WinProxy.com.
- Select Product Downloads.
- Choose Save to Disk. The saving process takes a few minutes. Once the file is downloaded, log off.
- When you're ready to install the software, click on the WinProxy icon. The Win-Zip Self-Extractor will unzip the files you've downloaded. Follow the steps outlined in C, immediately below.
If you're using a WinProxy CD-ROM:
- Insert the WinProxy CD-ROM in the computer's CD-ROM drive.
- The program will start. Follow the steps outlined in C, immediately below.
3. Run the Software. At this point, WinProxy's Install Program begins. The chart below shows the screens you'll be seeing and gives a brief overview of what they're meant to accomplish.
|1. Welcome||Advises you to close all currently-running Windows programs.|
|2. License Agreement||Choose Yes to accept license stipulations and continue installation.|
|3. Destination Directory||Where the software will be installed on your computer. The default is c:OsitisSoftwareWinProxy.|
|4. Type of Setup||Typical: All files are installed Compact: All files except Help are installed. Custom: You choose files for installation (experts only).|
|5. Select Program Folder||Choose the program folder to hold WinProxy icons. The default folder is "WinProxy."|
|6. Review Settings/Restart||Allows you to review chosen settings before installation proceeds. When you're ready, choose Yes to restart computer and complete installation of WinProxy drivers.|
|7. Initialization||Information on contacting Ositis Software. If you've downloaded an evaluation copy you'll be reminded of the 30-day limitation.|
You are now through running the software. You can proceed to Step 2, "Running the Install Wizard."
Running the Install Wizard
The Install Wizard runs automatically when you first install WinProxy, and can be re-run again at any time by choosing File\Install Wizard.
Registration. Before proceeding to the setup, all users must register WinProxy. If you've purchased your copy of WinProxy, enter the serial number you were given. If you're using a 30-day evaluation copy, simply leave the serial number blank. Enter the other requested information-for the program to proceed, you must enter your name and email address. The information you enter will be saved, so you'll never need to repeat this process.
REMEMBER: Ositis Software respects your privacy. We do not and will not share this information with any third parties.
Once you've registered the software, WinProxy's Install Wizard will start.
Step 1: AOL Users. If AOL is installed on your WinProxy machine, the first Install Wizard screen you'll see is shown in Figure 1.4 (if you don't have AOL installed, skip to Step 2).
Figure 1.4: If you're an AOL user, this is the first screen you'll see with the Install Wizard
If you dial in to an AOL server for your Internet access, check Yes. If you want to use an AOL account, but you dial into another service provider for access (like Best or Verio), choose No. And if you don't plan on using AOL at all, choose No.
Step 2: Dial-Up Connections. If you use a standard, analog dial-up modem for your Internet connection, choose Yes (WinProxy implements Dial-Up using the Dial-Up Networking capabilities built into Windows). Proceed to Step 3.
If you plan to use a direct connection (like most cable or DSL modems), choose No.
Figure 1.5: If you're using a Dial-Up Connection, this is the first screen you'll see when using the Install Wizard
Step 3: Establishing Dial-Up Connections. Figure 1.6 appears only if you answered Yes in Step 2:
Figure 1.6: This list will only appear if you're using a dial-up connection
What you see here is a list of all dialing connectoids that WinProxy found on your computer. Highlight the one that you use to access the Internet. Click Next to get to the next screen.
Step 4: User Name and Password. Enter the same username and password used when you dial in to your Service Provider. Do so even though you already have this information recorded in the dial-up connectoid (because of the way that DUN is implemented, WinProxy needs to have this information directly entered).
Figure 1.7: A sample screenshot in which both a user name and password have been assigned
Case is important. Be careful to use the correct upper/lower-case characters, and be sure the CAPSLOCK and NUMLOCK keys are in the proper position when entering your password. Lastly, take care to not inadvertently add extra spaces to either the username or the password.
If you've indicated that you use AOL as your Service Provider, the "Username" field will be greyed out. The AOL connector automatically uses the default username in the AOL browser, but you still need to enter the password here.
When you're through, click Next.
Step 5: Network Configuration. WinProxy now looks at the IP addresses on your computer and takes its best guess as to which goes where. You should make sure that the right address goes in the correct box.
Figure 1.8: Internal and External IP addresses assigned to the computer you're configuring
If you're using a standard modem, and the modem is connected to the Internet when this screen opens, you'll see the IP address assigned by your ISP to your modem when the connection was made (as in the example above). If your modem isn't connected to your ISP at the moment, WinProxy shows the Dial-Up connectoid name.
The Internal IP box should have the IP address of the network connection to the rest of your computers (usually, this is the connection that goes to your hub). If this address is displayed in the External box instead, highlight it and use Move to correct it.
If no addresses are shown, then Windows cannot find any IP addresses on your system. You can continue with the setup, but afterward you'll need to assign an IP address to your network card before WinProxy can work. You can do this by entering Windows/Control Panel/Network.
USER'S CHECKPOINT:Network IP addresses are actually assigned to every network connection instead of to the computer itself. Thus it's possible for one computer to be associated with many IP addresses. Your WinProxy computer will have two network IP addresses, and the two are treated quite differently. The one we call the Internal address connects to the rest of your computers, whereas the External address connects to the Internet. The external address can be assigned to a Dial-Up Adapter (standard modem), or to a network card (cable or ADSL modem, or direct connection).
Other computers can connect to WinProxy at will on the Internal connection, but cannot connect to WinProxy on the External connection. It's thus important to your connectivity and to the firewall's operation that these designations are correct
That's all the setup you need to get WinProxy up and running. You're now ready to enter the check-out phase.
Step 6: Choosing to Disconnect. This next screen appears only if the modem is already connected to your ISP:
Figure 1.9: After configuration and first-time Internet connection, WinProxy gives you the choice of disconnecting now or later in order to fully test and ensure that the configuration is working properly
Getting the modem to work is part of the check-out. For it to be tested requires you to disconnect now before proceeding to Step 7, the final step in the Installation Wizard. However, if this is not your first time through and you already know that dialing works, you may want to avoid the disconnect and save a little time.
Step 7: Verifying Setup. WinProxy works its way through each step shown in Figure 1.10. Each time a checkout is completed, a check appears in the appropriate box.
Figure 1.10: When testing your configuration, WinProxy works through each step shown here
If you have a direct connection, or you start this page with the modem already connected, the modem boxes will be grayed out. If trouble develops during the checkout process, WinProxy opens a box and gives you the opportunity to change any settings affecting the operation. You can go back and forth, or repeat the Install Wizard as often you want, to trouble-shoot and fix any problems.
That's it, folks! With the check-out completed, you're ready to begin using WinProxy.
NOTE: When you click Begin Using WinProxy, a Client Configuration Document opens, allowing you to double-check your configuration information. See Section 4, below, for more details.
Running the Properties Wizard
The Properties Wizard is a bit like the Install Wizard, but more comprehensive. It covers more configurations and settings than the Install Wizard, and it's a good intermediate step if you don't yet feel up to making all of the settings yourself. You can run the Properties Wizard at any time by clicking through the path WinProxy/File/ Properties Wizard. On your first installation you'll be presented with a registration screen before you can enter the Properties Wizard:
- If you've already purchased WinProxy, simply enter the serial number and other information. Once that's done, proceed to the Properties Wizard.
- If you're evaluating WinProxy, leave the serial number entry blank but fill in the other fields. You can fill in the serial number later, after purchase.
Once registration is complete you'll begin working with the Properties Wizard. The following pages will guide you through the 10-step installation process:
Step 1: Dial-Up Networking. The Wizard asks if you plan to use a dial-up connection to your ISP. If not-perhaps you're using a cable modem or other direct connection-accept the default option ("I am NOT using...")
If you will be using Dial-Up Networking, choose the other option ("I AM using..."). WinProxy implements Dial-Up using the Dial-Up Networking capabilities built into Windows.
Figure 1.11: Using this screen, you'll inform the Properties Wizard whether or not you'll be using dial-up networking
Step 2: Dial-Up Configuration. This screen asks for details about your planned dial-up connections. The inactivity timer is used to automatically hang up the phone line after a specified amount of time in which no activity has occurred between the proxy and your service provider. Enter the number of inactive minutes you consider reasonable. If you don't want a hang-up to occur, simply enter 0.
Figure 1.12: Configuring your dial-up options
Step 3: Identifying Internal/External Connections. Correctly identifying internal/external connections is crucial to your network's firewall and security capabilities. When you first enter the Properties Wizard, it immediately searches for IP addresses. If a problem exists with these addresses, you'll receive one of the following messages:
No Addresses Found. The Properties Wizard was unable to find an IP address. WinProxy won't work correctly until the proper IP addresses are entered. To correct the problem, please refer to Chapter 4.
One Address Found. The Properties Wizard found only one IP address; however, the installation proceeds. Some guidelines for interpreting this message:
- If your dial-up connection has not been made, chances are that the single IP found is the one you assigned to your internal network card. This is the expected result in this condition and you can ignore the message.
- If you're connected to your ISP, then WinProxy has found the IP address dynamically assigned to your Dial-Up Adapter and nothing else. Your internal network card has not been properly configured, the client con figuration document will be incorrect, and your local network will not function through the proxy. You need to reconfigure your network card.
- If you have a static IP assignment from your ISP (most cable modems do), WinProxy should find two IP addresses whether or not you're connected. One or the other, or both, are incorrectly configured.
Two or More Addresses Found. If more than one IP address is found, the Properties Wizard asks you to designate which are external and which internal. Keep in mind that the Dial-Up adapter IP address (or the network for the cable modem) is your external address; and that all network cards connecting to your other computers (including through the hub) are internal addresses. Each address-internal and external-must be designated as such.
Figure 1.13: Identifying (and, if necessary, correcting) Internal/External IP addresses.
Use the Move button to move IP addresses to the proper category if they aren't already there. If you fail to do so, the proxy won't function correctly-or, if it does, you'll be leaving yourself open to a major security breach.
Step 4: Internet Protocols. You'll be asked which protocols you want added to WinProxy. A few tips to help you decide:
- The HTTP and FTP protocols are necessary for your browsers.
- You probably won't need Telnet unless you already know what it is.
- RealAudio is usually enabled (or can be purchased as a browser add-on).
- The AOL protocol enables AOL account-holders to run their AOL software and access their AOL accounts through a standard ISP. If you enable this protocol, you'll also need to set up DNS on your local network (you'll learn how to do so later in this guide).
Figure 1.14: Configuring Internet Protocols with the Properties Wizard
Step 5: Proxy Port. This page allows you to set the port on your CERN HTTP proxy-the primary port used for your browsers. It's best to leave it at the default (port 80) unless you have a web server running on the WinProxy machine.
Figure 1.15: Establishing the port on the CERN HTTP Proxy
Figure 1.16: Configuring Internet News
Step 6: Internet News. The program asks for the address of your news server. Enter the numeric IP address if you have it. If you don't-and if you're currently connected to the Internet-enter the news server's name (for example, news.myprovider.com). WinProxy automatically looks up the address and stores it. You can also leave this box blank, filling it in later under Settings.
Step 7: Mail Setup. The Wizard now asks for the address of your SMTP server (to which you send the e-mail you've written) and your POP (from which you get mail) server. The SMTP address is the one to which you send your mail. The POP address is for the computer from which you have been getting email addressed to you.
Figure 1.17: Configuring e-mail
Step 8: Socks. The next screen allows you to configure Socks 4 and Socks 5, a flexible proxy protocol used for several types of connections, including chat programs. Socks is a forgiving and fairly easily-implemented protocol. If you'll be using WinProxy for casual Internet browsing, you won't need Socks (and you can always add it later). Simply accept the default choice ("I do NOT want..."), enter the number of your ISP's DNS server in the box, and move on to Step 9.
Figure 1.18: Configuring Socks 4 and Socks 5
If you do want Socks enabled, remember that, in order for Socks to work, DNS must be set up throughout your local system (DNS setup is explained later in this book). To enable Socks, choose the first option ("I DO want...") and enter the IP address of your service provider's DNS server usually given in the form of a numeric IP address. If your ISP provided the numbers of a primary and secondary DNS server, enter the primary number here. The second number can be entered later, after Setup, in the DNS Setup menu under File/Settings/Protocols/DNS Setup.
Step 9: Cascading. You may not need to use this capability, particularly if you live in the United States. Proxy cascading is required when your service provider gives you service through its own proxy. This is a fairly common occurrence outside the U.S., especially in Europe, Asia and South America. In North America such service is rarely used except with some cable modem providers and within large educational and corporate institutions. If you're not running behind another proxy server, leave this setting disabled and move on to Step 10.
Figure 1.19: Configuring Proxy Cascading
There's a simple way to tell if you're operating behind an ISP's proxy. First, start WinProxy. If you find that you can then browse web sites with the same domain name as your ISP but can't go anywhere else, then you're probably behind another proxy (e.g., you can see membershipinfo.myisp.com but can't get to microsoft.com). To fully browse the Internet you must enable proxy cascading and provide the IP address and port number of the previously-existing proxy server (obtained from your ISP). Besides a specific listing for a proxy server, look for other information from your service provider:
- If you were instructed to use an "automatic setup" in your browser, you were probably given a URL to enter during setup.
- You may have been given settings to enter under the browser's manual proxy configuration settings. If so, use the same IP address and port number for proxy cascading. If you've been given an automatic setup, you'll need to obtain your ISP's IP address and their proxy server's port number.
Step 10: Administration and Security. This screen allows you to enable/disable Reverse Name Lookup and set an administration password. (Special Note: If you enabled proxy cascading in Step 8, you won't see this screen, because reverse name lookup won't work when cascading).
Reverse Name Lookup is a nice security feature. When you give your browser a named location with a URL, it first institutes a lookup to find the numeric IP address corresponding to the name. RNL, if enabled, takes that numeric address and determines which named domain it corresponds to. If the answer isn't the same as the site you asked for in the first place, you'll receive an explanatory error message instead of a connection.
Figure 1.20: Configuring administrative and security options
The Administration Password can be set to restrict user access to WinProxy's Settings, to the remote configuration settings available (with a browser) through http://proxy.command, and to the time window override. If this is your initial experience with networking, you'd be better off leaving this blank until you're happy with your configuration. A password can be added at any time.
Step 11: Logging. The Logging screen enables/disables activity logging-a "list" of activities performed by an individual user on the Internet. Enabled logging provides a log in readable text which can be useful for troubleshooting. Another logging capability, Detailed Logging, is machine-readable (providing files suitable for activity summaries when analyzed by other programs) and must be set up within Settings.
Figure 1.21: Configuring/enabling logging
If you want to enable activity logging, set the port to 8000 and enter the IP address of the network machine which will be running the logging application (it can be the WinProxy machine or any other machine). If you want to use another machine, copy the proxylog.exe file to the machine you want to use. Run proxylog from a DOS prompt; WinProxy connects to the proxylog app within a few seconds. You can also type in proxylog/? for instructions on how to log to a file as well as the screen.
Step 12: ConnectionView. When enabled, ConnectionView displays all listening protocols and active connections in the WinProxy main screen. It's probably a good idea to leave this enabled while setting up and fine-tuning WinProxy. Afterward, however, you might want to disable ConnectionView; turning it off can provide more speed if your Internet connection is faster than your computer. It takes a lot of CPU cycles to carry out Connection-View's rapid screen updates.
Figure 1.22: Configuring WinProxy's display
Step 13: Client Configuration. WinProxy presents you with the option of opening your client configuration document. This document differs according to what specific WinProxy settings are enabled. Since it's updated whenever you change WinProxy's settings, the instructions are always up to date.
Figure 1.23: We strongly recommend that you choose to review the client configuration document. Keep in mind that it will change each time you reconfigure WinProxy, reflecting important alterations you've made to your network
Step 14: WinProxy updates its settings. The Updating box is cement and will disappear after a few seconds. If you click on the 'OK' button, it goes away a little sooner. a timed announ
Figure 1.24: When you see this box, all the settings you've entered are being updated
At this point, the Properties Wizard is finished. A short dialog screen announces that WinProxy's settings will be updated when you exit the Wizard.
Configuring Internet Applications On All Your Computers
One last step remains before you're set to run WinProxy: your Internet applications must be configured and enabled for proxy use. If they're not "told" where the proxy server is, they won't be able to connect to the Internet.
If this is your first time setting up WinProxy, we strongly recommend going to the Client Configuration Document (CCD) for help in preparing to configure Internet applications. Prepared by the WinProxy program, the CCD provides information customized to your installation and based upon your specific WinProxy configuration. There are actually two basic CCDs. You'll see one if you've enabled NAT/Tproxy, and the other if you haven't. You'll find instructions for many protocols, including some we haven't yet discussed.
To see the CCD, follow the path WinProxy/File/Show Client Configuration. You'll find a Notepad document describing how to configure the Internet applications on each computer in your local network. It's a good idea to print this document for referral while configuring those applications.
You'll notice that the configuration shown in the document is quite specific. That's because it's based upon Win-Proxy's TCP/IP data and other information you provided during setup. The CCD is called a "dynamic document" because it changes frequently. Whenever you alter certain WinProxy settings, the document changes too, reflecting the new information. Whenever you make changes to your network, consult the CCD to ensure that you're configuring other applications correctly.
A sample Client Configuration Document, with accompanying explanatory text, is contained in the Appendices.
When Do Changes Take Effect? Any time you make a change in WinProxy and OK your way back to the main screen, WinProxy updates and saves the new information (you'll see a dialog box when this occurs). If you have a connection at the time (that is, an active connection between an application and a computer on the Internet, not a dial-up connection) WinProxy waits to update until that connection ceases. As soon as these settings have taken effect, the Client Configuration Document reflects the new settings.