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Beyond 'Set it and Forget it': Proactively managing your EZproxy server

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NASIG 2018 presentation by Jenny Rosenfeld

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Beyond 'Set it and Forget it': Proactively managing your EZproxy server

  1. 1. NASIG 2018 Beyond ‘Set it and Forget it’: Proactively managing your EZproxy server Jenny Rosenfeld Sr. Implementation Program Manager, OCLC
  2. 2. Sr. Implementation Program Manager Jenny Rosenfeld
  3. 3. What to expect this afternoon… Time Topic 1:00-1:20 Introductions, Polls 1:20-1:30 Staff Tools for EZproxy – getting access 1:30-2:15 EZproxy management – stanzas and config 2:15-2:20 Community Center 2:20-2:40 The EZproxy Admin interface 2:40-3:00 Troubleshooting and improving user access 3:00-3:20 BREAK 3:20-3:40 Hosted EZproxy user survey and a case study 3:40-4:10 Dealing with security issues 4:10-4:30 Your Monthly EZproxy routine 4:30-5:00 An update from Don Hamparian; Q&A
  4. 4. INTRODUCTIONS
  5. 5. Why upgrade? • Tasks in this presentation assume you are running at least version 6.0 • Security – current version of OpenSSL • Upgradability • Increased Authentication Compatibility – Okta, Shib 3.x • Community Center Access • OCLC no longer supports 5.7.44 or below • https://www.oclc.org/content/dam/oclc/EZproxy/ezproxy- upgrade-flyer.pdf
  6. 6. STAFF ACCESS - TOOLS
  7. 7. The EZproxy Admin interface….Designed to be simple to use Access to information about: • Security • Usage • Configuration • Monitoring • Testing in one place and without needing to access raw server logs
  8. 8. Admin access to your EZproxy server • Where is it? – Just add /admin to the end of your EZproxy base URL: https://EZproxy.yourlib.edu/admin • Your normal account probably does not provide access • Setting up access varies based on authentication method • https://www.oclc.org/support/services/EZproxy/documenta tion/url/admin.en.html
  9. 9. What does it look like?
  10. 10. Audit Logs • Help to troubleshoot usage, security, and access issues – Are your users having trouble logging in? – Do you need to investigate security breaches? – How are people using your EZproxy server?
  11. 11. Audit Logs – do you have them? • Not configured by default on EZproxy • How to tell quickly? • Admin page: View audit events
  12. 12. Setting up Audit Logs…. • … is easy! • Start by adding: Audit Most to your config.txt file • You can also decide how long to retain them with the directive: Audit Purge (followed by the number in days to retain them) – Considerations: • How often will you check these/need to check? • Do you have a lot of usage and/or are you concerned about disk space?
  13. 13. More information • Admin page: https://www.oclc.org/support/services/EZproxy/documenta tion/url/admin.en.html • Audit Logs: https://www.oclc.org/support/services/EZproxy/documenta tion/cfg/audit.en.html
  14. 14. MANAGING CONFIG.TXT - STANZAS
  15. 15. Database Stanzas – Crash Course! Basic Components: Title (T) URL (U) Host (H) HostJavascript (HJ) Domain (D) DomainJavascript (DJ)
  16. 16. Example Very Basic Stanza - Correct Title A very important science journal URL http://www.vipsj.com DJ vipsj.com Starting point URL for this resource: http://EZproxy.yourlibrary.edu/login?url=http://www.vipsj.com
  17. 17. Example Very Basic Stanza - Incorrect Title A very important science journal URL http://www.vipsj.com H www.vipsj.com HJ www.vipsj.com D vipsj.com DJ vipsj.com What’s wrong here?
  18. 18. Adding a new stanza Start with: Title URL Domain But, look around the website to check URLs: http://musicstudies.org http://musicstudies.org/about http://musicstudies.org/all-issues http://musicstudies.org/interdisciplinarity
  19. 19. Resulting stanza Title Journal of Interdisciplinary Music Studies URL http://musicstudies.org DJ musicstudies.org All other relevant links only had path ending changes EZproxy only cares about the origin URL (and not anything after the .com/.org, etc. – OTHER than a port number)
  20. 20. Breaking it down – Title (T) Title Journal of Interdisciplinary Music Studies • Can be whatever you want, but needs to be on one line (no carriage returns) • If you need to add additional info about a former title, add another line with a pound sign: # This denotes a comment • Title information appears on internal EZproxy menu page
  21. 21. Target URL (U) URL http://musicstudies.org • You only need to configure to the top-level URL of the resource • Include either the http:// or https:// (and pick whichever is accurate) • EZproxy does not care what comes after the .org here, unless it’s a port number
  22. 22. Host (H) or Host JavaScript (HJ) • If there are additional URLs a patron might use to initially access a resource, use an H or HJ – Example: American Marketing Association • main site: https://ama.org • archive: https://archive.ama.org • If a database platform has different products using different hosts – Example: ABC-CLIO databases all use the abc-clio.com domain but have different hosts: • http://americanindian.abc-clio.com • http://ancienthistory.abc-clio.com • http://worldatwar.abc-clio.com
  23. 23. Domain (D) or Domain JavaScript (DJ) DJ musicstudies.org • Does not use http:// or https:// • If the domain uses JavaScript, use DJ • A DJ statement allows for javascript processing for all hosts on that domain • No need for both D and DJ for same domain
  24. 24. CONFIG.TXT BEST PRACTICES
  25. 25. Stanza formatting • EZproxy reads the config.txt from top to bottom • Host and Domain (or HJ and DJ) statements are not position-dependent (within a stanza) • Most OCLC-provided stanzas have Hosts before Domains • Title needs to come first • Best practice to have URL second, so that you predictably know that is the URL that will appear on the EZproxy menu page • Only URLs or H/HJ lines are used to determine if a starting point URL can be proxied
  26. 26. Repetitive Stanzas • Before adding an additional stanza for a new resource, test first by creating an SPU. • Example – Your library currently subscribes to Ebsco’s Academic Search Premier Target URL: (http://search.ebscohost.com/login.aspx?authtype=ip,uid&profile=ehost&defaultdb=aph) Your Existing Stanza: Title Ebscohost – Academic Search Complete URL http://search.ebscohost.com DJ ebscohost.com • Your library adds a subscription to Business Source Complete Target URL: (http://search.ebscohost.com/login.aspx?authtype=ip,uid&profile=ehost&defaultdb=bth) Question: Do you need to add a new stanza?
  27. 27. Repetitive Stanzas, Part 2 Answer: No, you do not need to add an additional stanza. Why not? • User clicks on one of the starting point URLs – https://yourlib.idm.oclc.org/login?url=http://search.ebscohost.com/login.aspx?authtype=ip,uid&profile=ehost&def aultdb=aph OR – https://yourlib.idm.oclc.org/login?url=http://search.ebscohost.com/login.aspx?authtype=ip,uid&profile=ehost&def aultdb=bth • EZproxy reads config.txt and finds the origin in the URL directive of the Ebscohost Stanza matches the origin of your Target URL for Business Source Premier (http://search.ebscohost.com). EZproxy ignores the path of the URL (the part after the origin of http://search.ebscohost.com) Title Ebscohost (Academic Search Premier) URL http://search.ebscohost.com DJ ebscohost.com
  28. 28. Repetitive Stanzas, Part 3 • If you need to add a new stanza or a new host to an existing stanza, you will see the needhost.htm page from EZproxy when testing your SPU
  29. 29. “Floating” Host Statements • Adding a new HJ or Host statement at the bottom or top of config.txt every time you receive a needhost error is unwise. • Why is it bad when it so easily fixes your problem? – Hosts outside of a stanza will not receive any special processing that is normally part of that resource’s stanza – Hosts not connected to another stanza implicitly become part of the last stanza before them. All special processing in that stanza will apply. – EZproxy reads config.txt from top to bottom. Floating hosts can interfere with the correct processing for a resource that might be configured further down in config.txt – Troubleshooting database proxying problems becomes nightmarish with lots of floating hosts. – You will need to use the EZproxy server status page from the admin login to see which stanza is controlling the behavior of a given host/resource. • The preferred alternative: – If this is a new host which is part of an existing resource, add the HJ or H statement to that resource’s stanza – If this is a new resource, create a basic stanza: Title, URL, DJ
  30. 30. What to do about Open-Access Titles? • To Proxy or Not To Proxy? • Some considerations: – Proxying an open-access title is effectively making it NON-open access. You are creating artificial barriers to information. – Creating stanzas for all open-access resources is very time-consuming and creates a bloated config.txt file. – Many OpenURL/KB/A-Z list/Discovery Layer products will allow you to set the proxy settings at a collection level, so you do not necessarily need to do this globally. Consider omitting the proxy prefix for these titles • Why might you proxy these titles anyway? – You may wish to keep usage statistics for ALL e-resources, even open-access titles • Alternative: Use RedirectSafes instead. These accesses will show up in your SPU logs. – You want to provide uniformity of access experience for your patrons to all library-provided content • Alternative: Use RedirectSafes instead. Patrons will still log in via EZproxy as normal, but the proxy will be dropped and they will continue on to the resource.
  31. 31. ExcludeIP, AutoLoginIP, IncludeIP • All of these IP-related directives CAN be abbreviated as: – E (ExcludeIP) – users from these IP addresses will not be asked to login via EZproxy and will not be logged ; vendors will see traffic as coming from the actual IP of the user (so they need to be on file) – A (AutoLoginIP) – users from these IP addresses will not be asked to login via EZproxy but will be logged vendors will see traffic as coming from the EZproxy server’s IP address – I (IncludeIP) – reverses a previous Exclude or AutoLoginIP statement and forces users to login for any stanzas following this directive • However, best practice would be NOT to abbreviate, but to type out the full name of the directive: – (ExcludeIP, AutoLoginIP, or IncludeIP) – Easier debugging/troubleshooting if issues arise
  32. 32. EZPROXY COMMUNITY CENTER
  33. 33. Community Center Access • http://oc.lc/community if you have a WorldShare login • http://oc.lc/ezpcommunity to request access • Requires a paid annual subscription (self-hosted or hosted) • Discussions, product release information, news, presentations, tips
  34. 34. First time accessing – Search for your institution by symbol, name, or zip code. After selecting your Library, you will be directed to your WorldShare sign on screen
  35. 35. Or, request access Requires a current subscription (to either self-hosted or OCLC- hosted EZproxy)
  36. 36. What’s in the Community Center?
  37. 37. USING THE ADMIN INTERFACE
  38. 38. Questions you can answer • What version of EZproxy am I using? • Do I have a cert for EZproxy? • How many people are logged in right now? And who? • Where are my users logging in from geographically? • How much data are my users transferring? • Did EZproxy start up OK? • Does my config.txt file have any bad errors or conflicts?
  39. 39. What version of EZproxy am I using? This displays at the top of the EZproxy administration page You can also see if you have a Windows, Linux, or Solaris installation
  40. 40. Do I have a certificate installed?
  41. 41. See the list of certs available in EZproxy’s ssl directory See details of your active certificate.
  42. 42. How many people are logged in?
  43. 43. Where are my users logging in from? • If you have Location configured, Server Status will also show location based on IP from MaxMind • https://www.oclc.org/support/services/EZproxy/documenta tion/cfg/location.en.html • Will show in audit logs as well • Helpful to spot atypical usage patterns
  44. 44. How much data are my users transferring? You can also sort by number of transfers or by amount of data transferred to look for users with anomalously high usage (Requires UsageLimit Global)
  45. 45. Did EZproxy start up ok? • You can access the messages.txt from the admin page • Includes information about any errors on start up or shutdown • Indicates other issues: – any syntax errors in config – Hosts to which EZproxy cannot connect – Intrusion attempts
  46. 46. Does my config file have any bad errors or conflicts? • Messages.txt will show major problems • You can also check database conflicts – Proxying of a particular resource is not working as expected when you are relatively sure it is configured correctly – Shows overlapping definitions that might lead to bad behavior – Good tool for cleaning up your config.txt file – consolidate stanzas
  47. 47. IMPROVING ACCESS FOR USERS
  48. 48. Major Issues and how can you help • Needhost errors • Login failures • Keeping stanzas up to date
  49. 49. Needhost errors • User is trying to access a URL not configured for access
  50. 50. Customize your needhost.htm page • Brand the page to match your library website or at least to match other EZproxy pages • Make the wording on the page meaningful to your users • Customize the html to include a link to allow the patrons to click and send you an email Duggan, L., Lamb, C., & Light, R. (2018). Being earnest with collections - improving access to electronic collections through enhanced staffing. Against the Grain, 30(2), 56-57.
  51. 51. Still….. Patrons may not tell you • Search your ezplogs (also from admin page) for 599 error codes (599 = need host error) • Look at URLs attempting to be accessed – Do you need a new stanza or additional host in a stanza? – Are users using a poorly formed URL? – Is there an out of date link to a resource on your website?
  52. 52. Search the day’s logs from admin page
  53. 53. Login Failures • Cannot see from EZproxy if you have an auth method that redirects (SAML, CAS, CGI) • In Audit Logs – recorded as Login.Failure • Search them on a regular basis to identify patterns: – Is the same user attempting and failing to log in repeatedly? – Is the same user trying to log in from many different IP addresses? – Are all of the login failures entering usernames in the wrong format?
  54. 54. View Audit Events
  55. 55. Keep your stanzas up to date • https://www.oclc.org/support/services/EZproxy/documentation/db.en.ht ml • Look for a format change to this page coming soon! • Check the above page first for new resources you add • If a resource moves to https from http, add an HJ statement to cover the new https host (or vice versa), e.g., Title Newly Secure Database URL http://www.somedatabase.com HJ https://www.somedatabase.com DJ somedatabase.com
  56. 56. Hosted EZproxy Survey Why do some Hosted EZproxy libraries have EZproxy servers with very low use (even when controlling for user population, type of library, etc.)?
  57. 57. What did we learn? • We decided to look at login failures • How would we troubleshoot based on these? – Audit Logs • look at sites with high failure rates • What are the users doing wrong? • What kind of information is the library providing users to help?
  58. 58. Clear login instructions
  59. 59. UIWTX: A CASE STUDY
  60. 60. Thanks to…. Michael Peters, University of the Incarnate Word
  61. 61. UIW EZproxy Login Looks pretty easy and straightforward, doesn’t it……
  62. 62. Access Issues for Remote Users We found that students were: 1) entering their entire email address in the username field, not just their UIW username, which is the first part of their email address. 2) assuming they were logged in for access to library resources because they had signed into UIW’s Blackboard, MyWord student portal, or Cardinal Mail. 3) following standalone links to databases or individual e-resources provided by faculty that did not include UIW’s unique EZProxy prefix. Here’s what we did……
  63. 63. Username Issues We added a clarification to our EZProxy login screen noting that they should enter only their username, not their whole email address:
  64. 64. Misunderstanding Authentication We created an informational page, “Accessing Library E-Resources Using EZProxy”, that includes the following:
  65. 65. Links Lacking EZproxy Prefixes We created an informational page just for faculty, “Using Proxy Links for Library E-Resources”, that includes the following:
  66. 66. Improvements, but…. • Loginbu.htm had never been updated • OCLC noticed it had not been given the same instructions as login.htm
  67. 67. So….. • UIW edited the loginbu page to provide login instructions • What happened then????
  68. 68. University of the Incarnate Word 2017 MARCH Users entered their institution email 353 times and failed to log in 2017 JULY UIW updates their login page to include a NOTE about the correct username 2017 OCTOBER Users entered their institution email 208 times and failed to log in, a 41% decrease 2018 FEBRUARY UIW updates loginbu page to include the same note as the login page 2018 MARCH Users entered their institution email 83 times and failed to log in, a 76% decrease
  69. 69. SECURITY ISSUES
  70. 70. Proactive and Reactive approaches • Proactive – add UsageLimit Global to monitor usage patterns – Consider turning on enforce https://www.oclc.org/support/services/EZproxy/documentation/cfg/ usagelimit.en.html – Monitor your login failures and locations of those failures • Reactive – A vendor contacts you and shuts off your access because of excessive usage
  71. 71. VENDOR-FLAGGED USAGE
  72. 72. • They may have already shut off your library’s access to their resource • You may be given very little time to identify the user • Vendor-supplied log snippets • Date and time stamps are very important A vendor contacts you…..
  73. 73. • Will look very different from EZproxy logs Vendor logs
  74. 74. • Date/time stamp • Identify a searchable characteristic What to look for in vendor log
  75. 75. • Use the ezplog file from the date you identified in the vendor log. • Grep or search that log for your identifying text • Make sure the time stamp is an approximate match • Make note of the session ID 66.162.36.106 - f31cUjTZNKauIQu [02/Nov/2015:21:23:18 -0500] "GET http://onlinelibrary.wiley.com:80/doi/10.1002/pbfchkn.20815/pdf HTTP/1.1" 404 13113 • Must be using Option LogSession (or Option LogUser) along with %u as part of your LogFormat Search the EZplogs
  76. 76. • Log in to your EZproxy admin page at: https://EZproxy.yourlib.edu:2048/admin (substituting your server URL and port number as needed). • Click on the hyperlink View Audit Events under the Current Activity heading. Identify the user(s) in question
  77. 77. Admin interface
  78. 78. • Set the number of previous days to search back far enough to cover the date in question. • Place the Session ID into the search box. • Select “Session” from the drop down list and search Identify the users in question (cont.)
  79. 79. • Find the session in question. It should match up to the date from the vendor’s logs. • Identify the user associated with the session. Identify the user(s) in question (cont.)
  80. 80. • Repeat this process as necessary to identify all users associated with the flagged usage. • It is most likely NOT necessary to search all flagged items. Search a sampling of sessions over different time periods and dates. • Record all usernames you find. Identifying more users
  81. 81. • Go back to your main admin page and select “View server status.” • Search all text on this page for each username to see if there are any active sessions. • If you find active sessions, click the sessionID of any session associated with that user and then click “Terminate the session.” What to do next
  82. 82. What to do next – Terminate sessions
  83. 83. • If appropriate, contact your IT department to let them know you have a potentially compromised user account. • Give them the username and ask that the password be reset and that the user be blocked from accessing other institutional resources • If your IT department cannot act fast enough, you can block usernames in user.txt. • Authentication method-specific instructions What to do next – follow up
  84. 84. • Account may belong to a faculty member or researcher who may legitimately need high volume access to the resource • Refer to license agreements for access terms • If a vendor has flagged this usage, it most likely violates these terms. • You may still need to temporarily block user to satisfy vendor • Reach out to user to determine methods of access What if the account is not compromised?
  85. 85. • You can place UsageLimit Global before any database stanzas in config.txt • This simply allows monitoring of usage by user over the last 24 hours. • From the “View Usage Limits and Clear Suspensions” link on the admin page, you can sort by MB transferred to identify high use users Usage Limits
  86. 86. MONTHLY ROUTINE
  87. 87. For troubleshooting access issues, security issues, monitoring usage • Search audit logs for Login.Failure • Monitor usage patterns with UsageLimit (add enforce as necessary) • Review needhost errors (ezplogs on admin page) • Monitor the database stanza page for updates – sort by date added/changed and incorporate necessary changes monthly • Use best practices when maintaining your config.txt file
  88. 88. Resources • Community Center • Roundtable presentations • Doc on Admin page • Open Access doaj script
  89. 89. VIRTUAL Q&A CHAT WITH DON HAMPARIAN AND THE OCLC EZPROXY TEAM
  90. 90. Back in Dublin, Ohio…… Don, Hank, Jimmy, Susan
  91. 91. Thank you! Jenny Rosenfeld Senior Implementation Program Manager, OCLC rosenfej@oclc.org

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