Octolinks SW88 Series

User Guide

Syswan Technologies, Inc.
2050 Beavercreek Rd, Suite 101 #388 Oregon City, OR 97045 USA 1 - 877 - 6 - SYSWAN www.syswan.com

Copyright and Trademarks
Copyright © 2007-2008 Syswan Technologies, Inc. All rights reserved. Brands and product names are trademarks or registered trademarks of their respective holders. Specifications are subject to change without notice.
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Table of Contents
TABLE OF CONTENTS ................................................................................................................................... I Purpose ...........................................................................................................................................................iv Audience..........................................................................................................................................................iv Document Layout.............................................................................................................................................iv Documentation updates...................................................................................................................................iv Technical Support............................................................................................................................................iv 1. INTRODUCTION ......................................................................................................................................... 1 Overview.......................................................................................................................................................... 1 Main Features.................................................................................................................................................. 3 Internet Sharing Features ................................................................................................................................ 4 Other Features................................................................................................................................................. 5 Package Contents ........................................................................................................................................... 6 Product Details ................................................................................................................................................ 6 2. BASIC SETUP........................................................................................................................................... 10 Overview........................................................................................................................................................ 10 Configuration Procedure................................................................................................................................ 11 3. ADVANCED PORT ................................................................................................................................... 24 Overview........................................................................................................................................................ 24 Port Options................................................................................................................................................... 24 Load Balancing .............................................................................................................................................. 27 Advanced PPPoE .......................................................................................................................................... 30 Advanced PPTP ............................................................................................................................................ 33 4. ADVANCED CONFIGURATION............................................................................................................... 35 Overview........................................................................................................................................................ 35 Host IP Setup................................................................................................................................................. 35
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Routing .......................................................................................................................................................... 38 Virtual Servers ............................................................................................................................................... 39 Special Applications....................................................................................................................................... 42 Dynamic DNS ................................................................................................................................................ 44 Multi DMZ ...................................................................................................................................................... 47 UPnP.............................................................................................................................................................. 48 NAT................................................................................................................................................................ 49 ARP Status .................................................................................................................................................... 51 Advanced Features........................................................................................................................................ 53 5. SECURITY MANAGEMENT ..................................................................................................................... 55 Overview........................................................................................................................................................ 55 URL Filter....................................................................................................................................................... 55 Access Filter .................................................................................................................................................. 57 Session Limit ................................................................................................................................................. 59 SysFilter Exception ........................................................................................................................................ 60 6. BANDWIDTH MANAGEMET (QOS) ........................................................................................................ 61 Overview........................................................................................................................................................ 61 Bandwidth Management Configuration ......................................................................................................... 61 Bandwidth Policy Configuration..................................................................................................................... 63 7. MANAGEMENT ASSISTANT ................................................................................................................... 65 Overview........................................................................................................................................................ 65 Admin Setup .................................................................................................................................................. 65 Email Alert ..................................................................................................................................................... 66 SNMP............................................................................................................................................................. 68 Syslog ............................................................................................................................................................ 69 Diagnostic Tools ............................................................................................................................................ 71 Upgrade Firmware ......................................................................................................................................... 72
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8. ADVANCED LAN CONFIGURATION ...................................................................................................... 73 Overview........................................................................................................................................................ 73 Existing DHCP Server ................................................................................................................................... 73 Routing .......................................................................................................................................................... 73 9. OPERATION AND STATUS ..................................................................................................................... 77 Operation ....................................................................................................................................................... 77 System Status................................................................................................................................................ 77 WAN Status ................................................................................................................................................... 80 NAT Status .................................................................................................................................................... 81 APPENDIX A SPECIFICATIONS ................................................................................................................. 83 APPENDIX B WINDOWS TCP/IP SETUP.................................................................................................... 84 Overview........................................................................................................................................................ 84 TCP/IP Settings ............................................................................................................................................. 84 APPENDIX C TROUBLESHOOTING ........................................................................................................... 90 Overview........................................................................................................................................................ 90 General Problems.......................................................................................................................................... 90 Internet Access .............................................................................................................................................. 90

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Purpose
This document explains how to configure and use the Octolinks SW88 Series Load Balancers to optimize your Internet activities.

Audience
This document is intended for all users of the Octolinks SW88 Series Load Balancers, from high level administrators to end-users having basic knowledge of computers and the Internet.

Document Layout
This documentation is the User Guide for all versions of the Octolinks SW88 Series Load Balancers. Depending on your Octolinks SW88 model, some parts of this documentation may not apply to you. Advanced functionalities which are specific to certain models are clearly indicated at the beginning of the relevant Chapter.

Documentation updates
At Syswan Techologies our R&D team works each day to provide our customers with superior quality products. Features and firmware versions described in this documentation may not match the current releases. New and enhanced features may be added to the Octolinks SW88 Series Load Balancers which might not be covered or explained in this documentation. Please visit our web site regularly for an updated version of this User Guide and for the latest firmware releases that may have become available after your purchase.

Technical Support
Syswan Technologies offers free technical support for all problems related to Syswan products. Technical Support can be reached by phone, email or you may use our online knowledgebase for extensive online information on our product range and basic networking guidelines. Phone : USA/Canada – 1-877-7-SYSWAN International – 1-541-393-2222 Email : support@syswan.com Go to http://www.syswan.com/knowledgebase to access our knowledgebase.

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1. Introduction
Congratulations on purchasing your Syswan Octolinks SW88 Series Load Balancer. The Octolinks SW88 Series Load Balancers provides uninterrupted Internet connectivity for multiple computers for SOHO, SMB and corporate networks. This chapter briefly describes the features of the Octolinks SW88 Series Load Balancers with more detailed information in the chapters ahead.

Overview
The Syswan Technologies Octolinks SW88 high performance Multi WAN router ensures greater Internet availability by using up to 8 different broadband links. State of the art automatic redundancy and bandwidth load balancing technologies allows for fast, secure and reliable Internet connectivity and accommodates the growing bandwidth needs of any small-to-medium sized organization. The scalable ports feature of the Octolinks SW88 allows for maximum bandwidth capacity ensuring that your network not only remains connected to the Internet, but all Internet traffic is constantly managed reliably and securely even during periods of high traffic and heavy workloads.

Syswan Octolinks SW88 Series Load Balancer - Example Configuration

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Syswan Octolinks SW88 Series Maximize available bandwidth The Octolinks SW88 can be set to use up to 8 out of the 16 ports to allow connection of up to 8 different broadband links, including xDSL, Cable, Satellite or Leased (T1) links. This unique design feature allows for intelligent load balancing to maximize the available bandwidth while managing and prioritizing traffic flow for fast and redundant Internet connectivity.

Easy to install and manage The Octolinks SW88 is easy to configure locally or remotely using your Internet browser via a standard (HTTP) or a secure management interface (HTTPS). Built-in NAT, SPI Firewall, DHCP server, URL Blocking and Access Filters amongst other security options provide the highest industry standards to easily build a fast, reliable and secure network configuration. With its easy-to-use Configuration Interface, you can set Alerts to be sent via email, System Logs to be sent to a Syslog server, as well as monitor network activity via SNMP.

Ensure Quality of Service (QoS) The advanced QoS architecture of the Octolinks SW88 offers ultimate industry standard bandwidth management which improves the Quality of Service available to your network users for VoIP or other mission critical applications.

Flexible configurations The flexible network configuration capabilities of the Octolinks SW88 allows it to be used in networks which support Static Routing, RIP or Dynamic Routing. With UPnP you can automatically open and close networking ports as required by certain applications. QoS helps give priority to critical traffic on your network taking advantage of the maximum available bandwidth at all times. With these powerful features, the Octolinks SW88 can be quickly and easily integrated into any network. As more people rely on the Internet for communication, so too does the need to rely on scalable, secure and fast Internet connectivity. This means that there is no longer the need to limit your Internet needs with just one ISP. The Octolinks SW88 resolves this issue by maximizing the benefits of up to 8 different ISP’s while minimizing the need for costly upgrades, complex networking equipement or changes in existing network infrastructure.

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Main Features
 Intelligent Load Balancing
Use up to eight (8) WAN ports simultaneously to increase the available bandwidth. Set the load balancing values for each WAN port individually and configure the load balancing algorithm to work by IP numbers, Packets, Bytes or Sessions to suit your needs.

Multiple Connection Options
Use broadband access from any broadband provider including Leased links (T1). All standard xDSL, Cable and Satellite modems and connection methods are supported, including Fixed IP, Dynamic IP, PPPoE, multiple-session PPPoE and PPTP.

 

Secure Management
Secure access to the configuration interface locally from within your network or remotely via the Internet.

SPI Firewall
The industry standard protection for any network using built-in advanced Stateful Packet Inspection technology against malicious attacks.

Access Filters and URL Blocking
Controls Internet access and available applications for network users. Up to ten user groups can be defined with each group assigned different access rights.

 

Multi DMZ
Supports up to 8 Static IP Addresses per WAN port.

Virtual Servers
Allows remote users to access servers on your network. Easily enable standard services such as Web, FTP or Email or define your own servers and services.

  

Special Applications
Manage applications which do not directly work behind a firewall (example: online games).

Dynamic DNS
Allows the use of a Domain Name even when a fixed IP Address is not available.

QoS (Quality of Service)
Gain control over critical applications by assigning priority to your network traffic. This function will make specified packets with higher priority for pass-through before low priority packets. This is useful if you use real-time applications like Internet phone, video conference,. etc.

UPnP (Universal Plug and Play)
By enabling UPnP (Universal Plug & Play), the Duolinks SW24 Series Load Balancer will become one of the network devices. Useful for discovery and control of network devices, such as Internet gateways.

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Internet Sharing Features

Shared Broadband Internet Access
LAN users can access the Internet through the Syswan Octolinks SW88 Series Load Balancer by sharing up to eight (8) Broadband modems and connections.

Supports all common Connection Methods
All popular DSL, Cable Modems and connection methods are supported, including Fixed IP, Dynamic IP, PPPoE, and PPTP.

 

PPPoE Session Management
Multiple PPPoE sessions are supported. You can choose to “map” sessions to individual PCs.

Multiple IP Address Support
If your ISP allocates multiple IP addresses, you can “map” up to eight (8) public IP addresses to individual PCs.

Special Applications This feature allows you to use some non-standard applications, where the port number used for the response is different to the port number used by the sender.

Virtual Servers
This feature allows Internet users to access Internet servers on your LAN. For standard servers such as Web, FTP or E-Mail servers, only the IP address of the server PC is required. Optionally, you can also define you own Server types.

Multiple DMZ
A "DMZ" PC will receive incoming connection requests, which would otherwise be blocked. For each IP address allocated by your ISP, a separate "DMZ" PC can be specified. So if your ISP has given you multiple IP addresses, you can have multiple “DMZ” PCs. Each “DMZ” PC has unrestricted 2-way Internet access, providing the ability to run programs that are otherwise incompatible with NAT routers (like the Syswan Octolinks SW88 Series Load Balancer).

Access Filter
The Network Administrator can use the Access Filter to gain fine control over Internet access and applications available to LAN users. Ten (10) user groups are available, and each group can have different access rights.

URL Filter
This feature blocks LAN users from accessing undesirable web sites. You can even have different settings for different groups of PCs.

Session Limit
With the Session Limit feature, if the numbers of new sessions for the system exceeds the maximum sampling time, any new session in the system will be dropped.

System Filter Exception
This feature ensures that every packet with an unrecognized port will be rejected so as to prevent access to port scanning programs from hackers. However, in some situations this may incur problems with some servers (e.g. SMTP server port 113) or WAN clients who require a response packet to verify the availability of their communication peers.

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Other Features

16-Port Ethernet Switch
The Octolinks SW88 Series Load Balancers incorporate a 16 port 10/100 Mbps Ethernet Switch of which up to 8 ports can be defined as WAN ports for easy integration into an existing network.

DHCP Server
Dynamic Host Configuration Protocol provides a dynamic IP address to PCs and other devices upon request. The Octolinks SW88 Series Load Balancers can act as DHCP Servers and provide dynamic IP addresses to PCs and devices on your local LAN.

Multi Segment LAN Support
LANs containing one or more segments are supported, via the Octolinks SW88 Series Load Balancer's builtin static routing table and “LAN Any IP” options.

ARP proxy
The ARP proxy feature allows you to assign an external (Internet) IP address to the Octolinks SW88 Series Load Balancer's LAN port. This allows servers on your LAN to have external (Internet) IP addresses.

 

Easy Setup
Use your favorite web browser for configuration.

Secure SSL access
The Octolinks SW88 Series Load Balancers offer secure HTTPS (SSL) encryption by defaut when accessing the management GUI. You may optionally deactivate this feature and use a classic (HTTP) access if needed.

Remote Management
The Octolinks SW88 Series Load Balancer can be managed from any PC on your LAN. If an Internet connection exists, it can also (optional) be configured via the Internet.

Password protected Configuration
Optional password protection is provided to prevent unauthorized users from modifying the configuration data and settings.

HTTPS (SSL) or HTTP Firmware Upgrade and backup
The web management feature allows you to use HTTPS or HTTP upgrade new firmware and backup system configuration from local or remote sites. This is enabled via “Remote upgrade” and “Remote setup” options available on the Admin Setup page.

Email Alerts
It will send a warning email to the system administrator, if one of the WAN ports was disconnected when both WAN ports are enabled.

Syslog
Generates real time system information on a web page or sends system logs to a syslog server. Useful for monitoring the device.

Scheduled Events
The Octolinks SW88 Series Load Balancer can be set to automatically reboot once a day at a user specified time.

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Syswan Octolinks SW88 Series

Package Contents
The following items should be included with your purchase:      Octolinks SW88 Series Load Balancer Power cable Quick Installation Guide CD-Rom containing the user guides and tools. Rack mounts (19”1U).

If any of the above items are damaged or missing, please contact your dealer immediately.

Product Details
Front Panel

Syswan Octolinks SW88 Series Load Balancer Front Panels

Operation of the Front Panel LEDs is as follows: Power OFF – No Power ON – Normal Operation Status System Blinking – Normal Operation ON/OFF – Error Packets Blinking – Packets Active ON/OFF – No Packets Ethernet Green ON – 100M Linked Yellow ON – 10M Linked Blinking – Data Transmit / Receive OFF – No Link

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Some Status and Error conditions are indicated by combinations of LEDs, as shown below

LED Action Status – System & Packets flash alternatively. Status – System & Packets flash concurrently. Status – System (Solid Off) & Packets (Solid On). Status – System (Solid On) & Packets (Solid On).

Condition Firmware Download in progress. MAC address not assigned. SDRAM error. Timer/Interrupt error.

If your discover any of the above error conditions, please contact our support team for assistance.

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Rear Panel

Octolinks SW88 Series Rear Panel

AC 100V ~ 240V

Connects to AC100~240V / 50~60Hz with supplied AC power cord.

Default Settings
When the Octolinks SW88 Series Load Balancer has finished booting after a factory reset, all configuration settings will be set to factory default, including:     IP Address set to its default value of 192.168.1.1, with a Network Mask of 255.255.255.0 DHCP Server is enabled User Name: admin Password blanked (no password)

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Syswan Octolinks SW88 Series

TFTP Download
This setting should be used only if your Octolinks SW88 Series Load Balancer is unstable and if you wish to restore it by downloading a new firmware version. Follow this procedure: 1. Power On your Syswan Octolinks SW88 Series Load Balancer. 2. Use the supplied Windows TFTP utility or a TFTP client program to apply the new firmware. If using the supplied Windows TFTP program, the software screen will look like the following example.

TFTP utility    Enter the name of the firmware upgrade file on your PC, or click Browse to locate the file. Enter the LAN IP address of the Octolinks SW88 Series Load Balancer in the Server IP field. Click Upgrade Firmware to send the file to the Octolinks SW88 Series Load Balancer.

3. When the download is completed the Load Balancer will reboot and work as normal. Note: The supplied Windows TFTP utility also allows you to perform other operations:    Save the current configuration settings to your PC (use the Save Configuration button). Restore a previously-saved configuration file to the Octolinks SW88 Series Load Balancer (use the Upgrade Firmware button). Set the Octolinks SW88 Series Load Balancer to its default values (use the Set to Default button).

TFTP utility help

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2. Basic Setup
Overview
The Basic Setup of your Octolinks SW88 Series Load Balancer involves the following steps: 1. Configuring the Octolinks SW88 Series Load Balancer LAN settings to suit your needs. 2. Installing the Octolinks SW88 Series Load Balancer in your LAN and connecting the Broadband Modem or Modems. 3. Configuring your Octolinks SW88 Series Load Balancer for Internet (WAN) Access. 4. Configuring PCs on your LAN to use the Octolinks SW88 Series Load Balancer.

Requirements
   One (1) or more (up to eight) DSL or Cable modems, each with an Internet Access account subscribed with an ISP. Network cables. Use standard 10/100BaseT network (UTP) cables with RJ45 connectors. TCP/IP network protocol must be installed on all PCs.

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Configuration Procedure
1. Configuring the Octolinks SW88 Series Load Balancer for your LAN
1. Use a standard LAN cable to connect your PC to a Hub port (port 3 to port 16 as the first two ports are default WAN ports) on the Octolinks SW88 Series Load Balancer. 2. Connect the power cable and power up the Octolinks SW88 Series Load Balancer. 3. Start your PC. If your PC is already running, restart it. It will then obtain an IP address (DHCP) from the Octolinks SW88 Series Load Balancer. 4. Start your web browser. 5. In the Address or Location box enter : https://192.168.1.1 6. Accept to continue if you receive a warning for the SSL certificate. You will then be prompted for the User Name and password, as shown below:

SSL Certificate Warning and Password Dialog

Enter admin for the "User Name" and leave the "Password" blank. The default "User Name" is admin. You may change this in the admin setup page. You can and you should set a password, using the following Admin Setup screen.

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MAX WAN settings
By default your Octolinks SW88 Series Load Balancer is configured to use two (2) WAN ports. If you will be using more than two WAN links, please update the MAX WAN information before making any other configuration changes. Select “Basic Configuration > MAX WAN” from the menu. The pull down menu on the MAX WAN web page will let you setup the WAN port numbers. You can choose from two (2), up to eight (8) WAN ports. Once you have selected your choice click Submit.

When you change the MAX WAN settings the device will reboot and will be reset to factory defaults. Verify that your PC is not connected to a WAN port (ports 1 to 8 depending on your MAX WAN settings) before proceeding.

MAX WAN Page

You cannot access the login page ?
 If your PC is configured to use a fixed IP address : a) You must configure your PC to use an IP address within the range 192.168.1.2 to 192.168.1.254, with a Network Mask of 255.255.255.0. b) You can temporarily set your PC to use DHCP to obtain an IP Address automatically. See Appendix B – Windows TCP/IP Setup for details on how to configure the TCP/IP settings on your PC.  Check the following points : a) The Octolinks SW88 Series Load Balancer is properly installed. b) LAN connection to your PC is correct. c) The Octolinks SW88 Series Load Balancer is powered ON.

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Syswan Octolinks SW88 Series 7. After the login, you will first see the Admin Setup screen, as shown below. You can assign a new username if you wish to change it from the default and a password by entering it in the "Password" and "Verify" Fields.

Admin Setup Page

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Syswan Octolinks SW88 Series Local Access Configuration Local Upgrade : Allows users to upgrade the firmware of the device locally. Local Setup : Allows users to set up the configuration of the device locally.

Important Note: If you wish to use a classic access (http) instead of a secure access (https) to manage your load balancer, you may change the local access port from 443 (default for https) to 80 (default for http). Otherwise, you will need to specify the TCP port in the browser address box (ie: http://192.168.1.1:443) in order to access the management interface.

Remote Access Configuration Remote Upgrade : Allows users to upgrade the firmware of the device remotely. Remote Setup : Allows users to set up the configuration of the device remotely. Allowed Remote IP : Only requests from hosts with the IP address within the range of the Allowed Remote IP are allowed to Upgrade or Setup remotely. “Advanced” permits the defining of more than one allowed remote IP range. Extended Device IP Range : Allows to define alternate IP for the remote management console in a multiple IP WAN environment. Access Port : The specific port number used for users to upgrade or set up the device remotely.

Administrator Password User name : You may change the defaut user name here. New Password / Confirm Password : A password prevents unauthorized people from retrieving or changing the device's configuration. New Password and Confirm Password must be the same.

Important Note: If you forget your new username and/or the password, you will have to perform a “Reset to Default” by pressing the reset button on the rear panel for more than 3 seconds. The Syswan Support team will not be able to help you find the username and/or the password once they have been changed from the default. User names and passwords are case sensitive. You may use any combination of letters, signs or numbers when creating them except the semi-colon (;) as it is used as the configuration seperator within the firmware.

You may configure these options if needed (Remote access, Scheduled Events…).

Click Submit when done.

Depending on your admin setup configuration changes, you may be required to re-enter your user name and new password to proceed.

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8. Select Basic Setup > LAN & DHCP from the menu. You will see a screen like the example below.

LAN & DHCP Page LAN IP Configuration This is the IP address of your Octolinks SW88 Series Load Balancer on your network (LAN). The default values shown are suitable for any network. If your existing network configuration uses another IP address range or if the default IP address is already in use by another device, you may change this information to suit your needs. The default values shown in Network Mask are suitable for a class C network and will accommodate for 253 PCs or devices (ie printers etc). This is the most common network mask configuration. You may change this information to suit your network settings. This information should be identical on all PCs and devices on your local network (LAN).

Optional Configuration This setting is intended for Advanced Users. For normal usage, it is recommended that you leave these options at their defaults. Note : Misconfiguring the LAN Any IP options may cause security issues when used in an uncontrolled network enviironment (ie public networks…).

DHCP Configuration These settings allow your Octolinks SW88 Series Load Balancer to allocate dynamic IP addresses to PCs and other network devices using DHCP (Dynamic Host Configuration Protocol). If you already have another DHCP server on your LAN, this setting must be disabled.

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Syswan Octolinks SW88 Series Ensure that all settings are suitable for your LAN:   The default settings are suitable for many situations. See the following table for details of each setting.

9. Click Submit to save your data, then go to Step 2, Installing the Octolinks SW88 Series Load Balancer on your LAN.

Note : If you change LAN IP Settings, the Octolinks SW88 Series Load Balancer will instantly reboot in order to deploy the new LAN configurations.

Settings – LAN & DHCP
LAN IP Configuration  IP address - for the Octolinks SW88 Series Load Balancer, as seen from the local LAN. Use the default value unless the address is already in use or your LAN is using a different IP address range. In the latter case, enter an unused IP Address from within the range used by your LAN. Subnet Mask - The default value 255.255.255.0 is standard for small (class C) networks. For other networks, use the Subnet Mask for the LAN segment to which the Octolinks SW88 Series Load Balancer is attached (the same value as the PCs on that LAN segment). DHCP Server Setup - If Enabled, the Octolinks SW88 Series Load Balancer will allocate IP Addresses to PCs (DHCP clients) on your LAN when they start up. The default and recommended value is "Enable". (Windows systems, by default, act as DHCP clients. This setting is called Obtain an IP address automatically.) If you are already using another DHCP Server on your LAN, the built-in DHCP Server on the Octolinks SW88 Series Load Balancer must be Disabled, and your existing DHCP server must be configured to provide the IP address of the Octolinks SW88 Series Load Balancer as the Default Gateway to your users. LAN Any IP – By default it is disabled. If enabled, this option allows packets from any IP subnet on this device's LAN segment to be NATed to this device's WAN segment. Otherwise, only packets from the device's LAN IP subnet are allowed. Lease Time – A finite period of time for a DHCP server to lease an IP address to a client. DNS Server IP for Client – An IP address of the default DNS server for the client requesting DHCP service. Offered IP Range fields set the values used by the DHCP server when allocating IP Addresses to DHCP clients. This range also determines the number of DHCP clients supported.

Optional Configuration

DHCP Configuration

  

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Syswan Octolinks SW88 Series DHCP List  Free Entry indicates how many DHCP entries are not currently allocated and still available.

This table shows the IP addresses which have been allocated by the DHCP Server function. For each address which has been allocated, the following information is shown.      Name – The "hostname" of the PC. In some cases, this may not be known. MAC Address – The physical address (network adapter address) of the PC. IP Address – The IP address allocated to this PC. Type – Indicates IP address to be dynamic or static. Status – If Dynamic, the IP address was allocated by this DHCP Server. If Sniffed, the IP address was detected by examining the LAN, rather than allocated by the DHCP Server. In this case, the Name is usually not known. Time Left – The time left until the DHCP lease expires.

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2. Installing the Octolinks SW88 Series Load Balancer

Installation Diagram

1. First, verify that your Octolinks SW88 Series Load Balancer and your cable or DSL modems are powered OFF. You have to leave the modems connected to their data lines and assure that appropriate DSL filters have been installed as per your ISP installation specifications. 2. Using Ethernet cables connect your Broadband modems to the Octolinks SW88 Series Load Balancer’s WAN ports on the back panel.   If you plan to use only one (1) Broadband modem, connect it to the "WAN 1" port. Use the cable supplied with your DSL/Cable modem. If no cable was supplied, use a standard Ethernet cable.

3. Connect the Ethernet cables from PCs to the LAN ports of your Octolinks SW88 Series Load Balancer.   Both 10BaseT and 100BaseT connections can be used simultaneously. If you need to connect the Octolinks SW88 Series Load Balancer to another Hub, just use a standard LAN cable to connect any port on the Octolinks SW88 Series Load Balancer to a standard port on another hub. Any LAN port on the Octolinks SW88 Series Load Balancer will automatically act as an «Uplink» port when connected to another Ethernet switch or hub.

4. Power ON the modems and wait for synchronization (approx. 30 seconds). 5. Plug in the power adapter of the Octolinks SW88 Series Load Balancer to an electrical outlet and insert the power cord into the DC 5V input on the back panel. Immediately the Power LED of your router will light up. 6. The corresponding WAN – Link/ACT LED will be ON if the WAN port is correctly connected to a Broadband modem. 7. For each PC or device connected to the LAN ports, the corresponding LAN – Link/ACT LED (either 10 or 100) will be ON.

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3. Configuring the Octolinks SW88 Series Load Balancer for Internet Access
By default your Octolinks SW88 Series Load Balancer is configured to use two (2) WAN ports. If you will be using more than two WAN links, please check that you have defined the MAX WAN settings accordingly before making any other configuration changes. To configure MAX WAN settings, select “Basic Configuration > MAX WAN” from the menu. The pull down menu on the MAX WAN web page will let you setup the WAN port numbers. You can choose from two (2), up to eight (8) WAN ports. Once you have selected your choice click Submit. Important Note: When you change the MAX WAN settings the device will reboot and will be reset to factory defaults. Verify that your PC is not connected to a WAN port (ports 1 to 8 depending on your MAX WAN settings) before proceeding.

Select “Basic Configuration > Primary Setup” from the menu. Make sure you have all the setup instructions provided by your ISP. If not, contact your ISP to obtain all the necessary instructions for accessing the Internet using your Broadband modems before proceeding. In this section you will need to enter the information provided by your ISP. You can configure your WAN links using the following four possibilities with the information provided by your ISP. a) Static IP Select Static IP from the Connection Type drop-down menu if your ISP states that you are connecting through Static IP. Enter the IP Address, Subnet Mask, Gateway from the Address Information section. You will need to enter at least one DNS Server information. Submit to save your configuration. b) Dynamic IP Select Dynamic IP from the Connection Type drop-down menu if your ISP states that you are connecting through Dynamic IP (DHCP). You will need to enter at least one DNS Server information (Optional for Dynamic IP). Submit to save your configuration. c) PPPoE Select PPPoE from the Connection Type drop-down menu if your ISP states that you are connecting through PPPoE. Enter the User Name, Password and other required information provided by your ISP in the PPPoE Dialup section. Submit to save your configuration. d) PPTP Choose the correct connection method indicated by your ISP, enable the PPTP Connection checkbox and enter the relevant PPTP information provided by your ISP. Submit to save your configuration.

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Syswan Octolinks SW88 Series Other information Host Name: This information is required in certain configurations and is specified by your ISP. If you have received a Host Name from your ISP, you will have to enter it here. By default your load balancer comes with a host name which is suitable for common situations. Domain Name: This information is required in certain configurations and is specified by your ISP. If you have received a Domain Name setting from your ISP, you will have to enter it here. Otherwise, you can leave this blank. MAC Address: Some ISP’s require the MAC address of your connection.This is a unique identifier for Ethernet ports. Your load balancer has three MAC addresses: One for each WAN port and one for the LAN port switch.

By default your load balancer will show the corresponding MAC address of the WAN port. This information is suitable for all common configurations. Repeat the above procedure for all your WAN ports. When all WAN links are correctly configured, select Submit and Reboot to save and activate your configuration.

Primary Setup Page

For any of the following situations, refer to Chapter 3: Advanced Port Setup for further configuration, which may be required.   Multiple IP addresses on either port Multiple PPPoE sessions

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Settings – Primary Setup
Connection   Interface – Select which WAN (WAN1, WAN2, WAN 3…) to be setup. Connection Mode   

Select the appropriate setting: Enable – Select this if you have connected a broadband modem to this port. Disable – Select this if there is no broadband modem connected to this port. Backup – Select this if you have a broadband modem on each port, and wish to use only one. Select Enable for the primary port, and Backup for the secondary port. The Backup port will only be used if the primary port fails.

Connection Type   

Check the data supplied by your ISP, and select the appropriate option. Static IP – Select this if your ISP has provided a Fixed or Static IP address. Then enter the data into the Address Info fields. Dynamic IP – Select this if your ISP provides an IP address automatically, when you connect. You can ignore the Address Info fields. PPPoE – Select this if your ISP uses this method. If this method is selected, you must complete the PPPoE dialup fields.

PPTP Connection – This is for PPTP users only.   Enter the Username and Password provided by your ISP. If using PPTP, enable the PPTP Connection checkbox, and enter the IP address of the PPTP server.

Note: If using the PPTP connection method, select Static IP or Dynamic IP, according to the IP address method used by your ISP. Address Information DNS (Optional for dynamic IP) Optional This is for Static IP users only. Enter the address information provided by your ISP. If your ISP provided multiple IP address, you can use the Multi-DMZ feature to assign the additional IP addresses. If using a Fixed IP address, you MUST enter at least 1 DNS address. If using Dynamic IP or PPPoE, DNS information is optional.    Host name – This is required by some ISPs. If your ISP provided a Host Name, enter it here. Otherwise, you can use the default value. Domain name – This is required by some ISPs. If your ISP provided a Domain Name, enter it here. Otherwise, you can use the default value. MAC address – Some ISPs record your MAC address (also called "Physical address" or "Network Adapter address"). If so, you can enter the MAC address expected by your ISP in this field. Otherwise, this should be left at the default value.

The setup of your Octolinks SW88 Series Load Balancer for Multi WAN routing is now complete. The following section details how to configure PCs and other devices on your network to use the Octolinks SW88 Series Load Balancer as the gateway and benefit from the Multi WAN installation.

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4. Configure PCs on your LAN
Overview
For each PC, the following may need to be configured:   TCP/IP network settings Internet Access configuration

TCP/IP Settings
If using the default Octolinks SW88 Series Load Balancer settings and the default Windows 95/98/ME/2000/XP/Vista TCP/IP settings no changes need to be made. Just start or restart your PCs or other networked devices (ie network printer…).   By default, the Octolinks SW88 Series Load Balancer will act as a DHCP Server, automatically providing a suitable IP Address (and related information) to each PC when the PC boots. For all non-Server versions of Windows, the default TCP/IP setting is to act as a DHCP client. In Windows, this is called Obtain an IP address automatically. Just start (or restart) your PC, and it will obtain an IP address from the Octolinks SW88 Series Load Balancer. If you are using fixed IP addresses on your LAN or if you wish to check your TCP/IP settings, please refer to Appendix B – Windows TCP/IP Setup.

Network and Internet Access
To configure your PCs to use the Octolinks SW88 Series Load Balancer as the gateway for Internet access, follow this procedure : 1. Restart each PC connected to the LAN ports of your router in order to automatically obtain an IP address (DHCP) from your Octolinks SW88 Series router. 2. Ensure that your PCs are configured to use the Octolinks SW88 Series Load Balancer as the gateway for Internet access, as described below. For Windows 9x/2000 1. Select Start Menu - Settings - Control Panel - Internet Options. 2. Select the Connection tab, and click the Setup button. 3. Select «I want to set up my Internet connection manually, or I want to connect through a local area network (LAN)» and click Next. 4. Select «I connect through a local area network (LAN)» and click Next. 5. Ensure all of the boxes on the following Local Area Network Internet Configuration screen are unchecked. 6. Check the «No» option when prompted «Do you want to set up an Internet mail account now?». 7. Click Finish to close the Internet Connection Wizard. You may be required to restart your machine.

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Syswan Octolinks SW88 Series For Windows XP 1. Select Start Menu - Control Panel - Network and Internet Connections. 2. Select Set up or change your Internet Connection. 3. Select the Connection tab, and click the Setup button. 4. Cancel the pop-up «Location Information» screen. 5. Click Next on the «New Connection Wizard» screen. 6. Select «Connect to the Internet» and click Next. 7. Select «Set up my connection manually» and click Next. 8. Check «Connect using a broadband connection that is always on» and click Next. 9. Click Finish to close the New Connection Wizard. For Windows Vista 1. Select Start Menu - Control Panel - Network and Internet. If your Control Panel is in Classic View, click Network and Sharing Center. 2. In Network and Internet select Network and Sharing Center. 3. In the Network and Sharing Center Tasks tab, select Manage Network Connections. 4. In Manage Network Connections, double click Local Area Connection. 5. In the Local Area Connection Status window, select Properties. 6. In the LAN Properties select Internet Protocol Version 4 (TCP/IPv4) and click Properties. 7. Ensure that Obtain an IP address automatically and Obtain DNS server address automatically are selected. Macintosh Clients 1. Open the TCP/IP Control Panel. 2. Select Ethernet from the Connect via pop-up menu. 3. Select Using DHCP Server from the Configure pop-up menu. The DHCP Client ID field can be left blank. 4. Close the TCP/IP panel, saving your settings. Note: If using manually assigned IP addresses instead of DHCP, the required changes are: - Set the Router Address field to the IP Address of your Octolinks SW88 Series router. - Ensure your DNS (Name Server) settings are correct. Linux Clients It is only necessary to set the Octolinks SW88 Series router as the «Gateway» for the Linux Client and ensure your Name Server settings are correct. Make sure that you are logged in as «root» before attempting any changes. Fixed IP Address : By default, most Linux and Unix installations use a fixed IP Address. If you wish to continue using a fixed IP Address, make the following changes to your configuration. 1. Set your Default Gateway to the IP Address of your Octolinks SW88 Series router. 2. Ensure your DNS (Name server) settings are correct. DHCP Client (recommended) : The procedure below may vary according to your version of Linux and X-windows shell. 1. Start your X-windows client. 2. Select Control Panel – Network 3. Select the «Interface» entry for your Network card. Normally, this will be called «eth0». 4. Click the Edit button, set the «protocol» to «DHCP», and save this data. 5. To apply your changes use the «Deactivate» and «Activate» buttons if available or restart your system. Other Network enabled devices (ie network printer…) Most network enabled devices are configured for DHCP by default. Please consult the user guide or the administrator guide provided with your network enabled device on how to activate and configure TCP/IP networking.
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3. Advanced Port
Overview
Advanced port options permits advanced WAN link related settings and optional connection configuration as required by your ISP and helps fine tune of the Multi WAN routing capabilities of your Octolinks SW88 Series Load Balancer.  Port Options contain options which can be set on either or both WAN ports. For most situations, the default values are satisfactory. For connection methods other than PPPoE, you may specify connection health check settings here. Load Balancing screen is only functional if you are using both WAN ports. It allows you to determine the proportion of WAN traffic sent through each port and permits traffic specific settings. Advanced PPPoE setup is required if you wish to use multiple sessions on one or both of the WAN ports. It can also be used to manually connect or disconnect a PPPoE session. Otherwise, this screen can be ignored. Advanced PPTP setup is required if using the PPTP connection method.

 

Port Options

Port Options Page Interface MTU (Maximum Transmission Unit): Defines the maximum size of the packets sent from this device onto the network. The default is 1500. Sometimes you may want the MTU to be the same as the smallest MTU of all the networks between this device and a packet's final destination to avoid the packet from being fragmented.The default MTU allows the Octolinks SW88 Series Load Balancer to automatically determine the correct value.
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Syswan Octolinks SW88 Series Connection Health Check: Uses the following methods to check if the WAN interfaces are still connected to the Internet. ICMP: If it is enabled, this device will perform ICMP echo test on the link between the WAN port and the specified host (Alive Indicator) periodically. If there is at least one success echo out of four tries, this link passes the ICMP test. Otherwise, it fails. HTTP: If it is enabled, this device will build a TCP connection between the WAN port and the Alive Indicator first. Then the device will send a HTTP HEAD packet to the Alive Indicator periodically. If the Alive Indicator replies with an acknowledgment out of 5 tries, the link passes the HTTP test. Otherwise, it fails. Traffic: If it is enabled and if there are packets through the WAN port in the Interval time, the WAN link is considered as connected. Otherwise, the device refers to an active health check method such as HTTP or ICMP.

Interval: The period in seconds to check if the WAN port is responding.

Alive Indicator: This field should be filled in with a host name (FQDN) or IP address for the ICMP or HTTP methods.

Transparent Bridge Option

Bridge Mode: If enabled, traffic from LAN hosts with real IPs can go through the specified WAN port without NAT translation, this device will work like a bridge switch for that specified WAN port.

NetBIOS Broadcast: If enabled, NetBIOS Broadcast packets are allowed to be passed through the device.

Transparent Bridge Options (For all interfaces)

Traffic Management: Strict binding: If enabled, the traffic from LAN hosts go only through the bridged WAN interface. Loose binding: If enabled, the traffic from LAN hosts go through the bridged WAN interface when the specified link is connected. Otherwise, it goes to the alternative WAN interface in NAT mode. It will then act like a failover mechanism for Transparent Bridge mode. Load Balancing: If enabled, the traffic from LAN hosts go through the WAN interface based on the loading mechanism specified in the Load Balance section. It will act like a load balancing mechanism for Transparent Bridge mode. No IP Translation: When Bridge mode is set to Loose binding or Load Balancing and if the bridged WAN link is down, the packets from LAN hosts can go through an alternative WAN interface with its original source IP if checked or with the alternative WAN IP (NATed) if unchecked. ARP Table: This ARP table is applied on the device only in bridge mode. Its size can be adjusted if necessary.

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Settings – Port Options Interface
  WAN Port – Select a particular WAN port from the pull-down menu to setup WAN port configuration. MTU – The Maximum Transmission Unit for the Ethernet data. This field determines the packet size used on the WAN interface. Normally, this does not need to be changed but if your ISP advises you to use a particular MTU, enter it here. The default MTU value is 1500 Bytes. Method – There are three methods available for checking if a WAN port is alive or not. Multiple choices can be selected when using it. Disable will not perform an Alive Indicator Check. By default, Health Check is set to Enable. If the “Alive Indicator” input box is left blank, Health Check performs an ICMP echo packet request to the specific destination. This could be either a URL or an IP Address specified by users in the “Alive Indicator” input box or WAN interface gateway. Interval – The interval time for device health check. The default interval time is 60 seconds. Alive Indicator – Enter the FQDN or the IP address of the remote host which is used to check if the WAN connection is operational. The Octolinks SW88 Series Load Balancer will contact this system to check if the WAN connection is working or not. If you do not specify any information here, the remote ISP gateway will be checked. Note: This option is not used for PPPoE connections. PPPoE connections use LCP Echo mechanism to validate link availability. Bridge Mode – If set to Enable, this WAN port will not use the NAT and Load Balancing features. Traffic from LAN hosts with real IPs will go through the specified WAN port without NAT translation, the device will work like a bridged switch for that specified WAN port. NetBIOS Broadcast – If enabled, NetBIOS Broadcast packets will be allowed to pass through the device. Traffic Management – Strict Binding: Traffic from bridge hosts (eg. transparent to WAN1) can only go through the specified WAN interface (eg. WAN1). Loose Binding: Acts as a failover mechanism for transparent bridge mode. Traffic from bridge hosts (eg. transparent to WAN1) can go through any WAN interface (eg. WAN2 or other) when bind interface (eg. WAN1) is down. Load Balancing: Acts as a load balancing mechanism for transparent bridge mode. Traffic from bridge hosts (eg. transparent to WAN1) can go through any WAN interface (eg. WAN1, 2 or other) based on the loading mechanism specified in the load balance section. ARP Table – Used by the device to determine the bridge hosts’ location (e.g. inside/outside WAN and which WAN). Its size can be adjusted if needed. View ARP Tables displays ON/OFF selection of bridge mode on each WAN port. Clear ARP Tables disables bridge mode on all WAN ports.

Connection Health Check

 

 

Transparent Bridge Option

 Transparent Bridge Options (For all interfaces) 

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Load Balancing
This screen is only operational if using Internet connections on more than one WAN port. When load balancing is enabled, the device will automatically assign the WAN port that has the lightest current load based on the Loading Share ratio.

Load Balancing Page

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Syswan Octolinks SW88 Series Load Balancing Configuration

Enable: Allows you to enable or disable the Load Balancing feature.

Load Balancing Base on: Select the desired option to measure traffic load. Bytes Tx + Rx: The link with the least number of bytes transmitted through the WAN port. Packets Tx + Rx: The link with the least number of packets transmitted through the WAN port. Sessions Established: The link with the least number of sessions built on the WAN port. IP Addresses: The link with the least number of Host IP addresses built on the WAN port. Auto Learning: The link with the the largest unused upload/outgoing bandwidth. Fastest: The link with the the largest upload bandwidth. Priority: The link with the the highest priority. Round Robin: Cyclic repeating sequence among all available WAN ports. Weight Round Robin: Cyclic sequence numbered as per user assigned weight per WAN port. Loading Share: Enter the desired percent of traffic load for each WAN port.

Traffic Statistics Configuration and display This section enables the setting and display of : 1. Interface Statistics 2. Traffic statistics on WAN ports.

The Current Statistics and the Overall Statistics sections display WAN port status, usage and bandwidth utilization statistics.

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Settings – Load Balanccing
Load Balance Configuration   Enable – Allows you to enable or disable the Load Balancing feature. Load Balancing Base On – Select the desired option to measure the traffic load.           Bytes Tx + Rx : Traffic is measured by Bytes. (Least load) Packets Tx + Rx : Traffic is measured by Packets. (Least load) Sessions established : Traffic is measured by Sessions. (Least load) IP Address : Traffic is measured by IP address. (Least load) Auto Learning : Based on the available unused upload/outgoing bandwidth. Fastest : Based on the largest available upload bandwidth. Priority : Based on the highest available assigned priority. Round Robin : Cyclic repeating sequence among all available WAN ports. (Next available) Weight Round Robin : Cyclic sequence numbered as per user assigned weight (1~64) per WAN port. (Lowest first)

Loading Share –The percentage (%) of traffic to be sent over each WAN port. If one WAN port connection has a greater bandwidth than another, the one with the greater bandwidth can be given a higher percentage of traffic than the other.

Traffic Statistics Configuration

  

Current Statistics – Enables the current packet loading share statistics. Accumulated Statistics – Enables the accumulated statistics for the defined time interval. Overall Statistics – Displays the overall packet loading share statistics.

Current Statistics Overall statistics

Current loading share table. Overall loading share table.

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Advanced PPPoE
PPPoE (Point-to-Point Protocol over Ethernet) is a network protocol which is widely used by DSL service providers today. You may use the Advanced PPPoE settings to open multiple PPPoE sessions on the same WAN port. This feature is provided by some ISPs and allows you to create Multiple PPPoE sessions over the same DSL link and allows you to obtain a different public IP address for each opened session. You can manually connect or disconnect a PPPoE session from this page.

Advanced PPPoE Page

Select WAN Port & Session Select the desired WAN port and PPPoE session from the pull-down menu and click Select. The screen will then show the data for the selected Port/Session. Input the required data and click Update to save your changes.

PPPoE Session MTU: The Maximum Transmission Unit for the PPPoE session. The default value is 1492 bytes. Note: You can bind individual PPPoE sessions to specific PCs on the Host IP page, if desired.

WAN IP Account :The user account information that you need to enter for connecting to the PPPoE server.
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Syswan Octolinks SW88 Series Options Fixed IP Address: If your PPPoE IP address is static (instead of dynamic), you need to enter the static IP address. Assigned Host Name: This field is used by a Host to uniquely associate an access concentrator with a particular Host request.

PPPoE Auto Dialup Auto Dialup: This enables or disables auto dialup for a PPPoE connection. If you decide not to use auto dialup or auto disconnect, then you have to connect/disconnect manually.

Disconnect After Idle: Defines timeout value for disconnecting when there is no traffic on the connection. Enter -1 to keep the connection always alive. Enter 0 to enable 'dial on demand’ trigger.

Echo Interval: Defines how often an Echo request is sent to the PPPoE server. It is recommended to leave this setting at its default value.

Echo Retry: Defines the maximum number of times the Echo request is allowed to be sent to the PPPoE server until a response is received. It is recommended to leave this setting at its default value.

Settings – Advanced PPPoE
Select WAN Port & Session  Select WAN Port & PPPoE Session – Select the desired WAN port and PPPoE session from the pull-down menu and click the Select button. The screen will then show the data for the selected Port/Session. Input the required data and click Update to save your changes PPPoE Session MTU – The Maximum Transmission Unit for the PPPoE session. The default value is 1492 bytes. User Name – Enter the PPPoE user name assigned by your ISP. Password – Enter the PPPoE password assigned by your ISP. Verify Password – Re-enter the PPPoE password assigned by your ISP. Specified Fix IP Address – If you have a fixed IP address, enter if here. Otherwise, this field should be left at 0.0.0.0. Assigned Host Name – This field is used by a Host to uniquely associate an access concentrator to a particular Host request.

 WAN IP Account    Options  

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Syswan Octolinks SW88 Series PPPoE Auto Dialup  Auto Dialup Connect-on-demand – To enable or disable auto dialup for a PPPoE connection. If you decide not to use auto dialup or auto disconnect, then you have to connect/disconnect manually. Disconnect After Idle – To decide the timeout for disconnecting when there is no traffic on the connection. Enter -1 to keep the connection always alive. Enter 0 to enable 'dial on demand by trigger'. Echo Time – To determine how often an Echo request is sent to the PPPoE server. It is recommended to leave this setting at its default value. Echo Retry – To determine the maximum number times that the Echo request is allowed to be sent to the PPPoE server until a response is received. It is recommended to leave this setting at its default value.

 

Connection Status

This displays the current connection status for each session.

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Advanced PPTP
The PPTP (Point-to-Point Tunneling Protocol) is used to implement a virtual private network (VPN) between a DSL subscriber and a DSL service provider when opening an Internet connection. These setttings are needed only if required by your ISP and if you have checked the PPTP check box with Static or Dynamic IP as your connection method on the Primary Setup page. You may use PPTP manual dialup on this page or use Port Options for auto dialup on demand or configure this setting to be always connected.

Advanced PPTP page

WAN Port PPTP MTU: The default value is 1460 (bytes), the same as the maximum PPTP MTU for this device.

WAN IP Account Server IP Address: The PPTP server IP Address specified by ISP.

Static IP Address: Fill in the IP address assigned by your ISP if you have a Static IP PPTP account, otherwise use the default value 0.0.0.0.

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Syswan Octolinks SW88 Series PPTP Auto Dialup

Auto Dialup: Use to enable or disable auto dialup for a PPTP connection. If you decide not to use auto dialup or auto disconnect, then you have to connect/disconnect manually.

Disconnect After Idle: Use to decide the timeout for disconnecting when there is no traffic on the connection. Enter -1 to keep the connection always alive. Enter 0 to enable 'dial on demand by trigger'.

EchoTime: To determine how often an Echo request is sent to the PPTP server. It is recommended to leave this setting at its default value.

Echo Retry: To determine the maximum times that the Echo request is allowed to be sent to the PPTP server until a response is received. It is recommended to leave this setting at its default value.

Settings – Advanced PPTP
WAN Port Used if you choose PPTP on Static/Dynamic IP as your connection setup from primary setup. You may use PPTP manual dialup in this page or use Port Options for auto dialup on demand or always connected  WAN IP Account      PPTP Auto Dialup  PPTP MTU –The default value is 1460 (bytes), the same as the maximum PPTP MTU for this device User Name – The PPTP user name (login name) assigned by your ISP. Password – The PPTP password associated with the User Name above. This is assigned by your ISP, and used to login to the PPTP Server. Verify Password – Re-enter the PPTP password assigned by your ISP. Server IP Address – Enter the IP address of the PPTP Server, as provided by your ISP. Static IP Address – If you have a fixed IP address, enter if here. Otherwise, this field should be left at 0.0.0.0. Auto Dialup –To enable or disable auto dialup for a PPTP connection. If you decide not to use auto dialup or auto disconnect, then you have to connect/disconnect manually. Disconnect After Idle –To decide the timeout for disconnecting when there is no traffic on the connection. Enter -1 to keep the connection always alive. Enter 0 to enable 'dial on demand by trigger'. Echo Time –To determine how often an Echo request is sent to the PPTP server. It is recommended to leave this setting at its default value. Echo Retry –To determine the maximum number times that the Echo request is allowed to be sent to the PPTP server until a response is received. It is recommended to leave this setting at its default value.

 

Connection Status

This displays the current connection status for PPTP

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4. Advanced Configuration
Overview
Advanced configuration section allows you to configure various NAT 1:1 related settings and other advanced features (ie : Dynamic DNS, Multi DMZ, UpnP..) of your Octolinks SW88 Series Load Balancer. Network Address Translation (NAT, which is also known as Native Address Translation, IP Masquerading or Network Masquerading) is a technique used to translate network traffic passing through a router by rewriting the source and destination IP addresses of IP packets. NAT enables many users on a local area network (LAN) to share an Internet (WAN) access. Sometimes the TCP/UDP port numbers of IP packets are also translated as they pass through (PAT - Port Address Translation). The following advanced configration settings are covered in this section.           Host IP Routing Virtual Servers Special Applications Dynamic DNS Multi DMZ UPnP NAT Setup ARP Status Advanced Features

Host IP Setup
This feature is used in the following situations:    If you have Multi-Session PPPoE and wish to bind each session to a particular PC on your LAN. You wish to use the Access Filter feature. This requires that each PC be identified with its MAC address by using the Host IP Setup screen. If you wish to have different URL Filter settings for different PCs. This requires that each PC be identified with its MAC address by using the Host IP Setup screen. You do not have to use the Host IP feature to apply the same URL Filter settings to all PCs on your network. If you wish to reserve a particular (LAN) IP address for a particular PC on your LAN. This allows the PC to still use DHCP (Windows calls this "Obtain an IP address automatically") while gaining the benefits of a fixed IP address. The PC's IP address will never change as it will be reserved in DHCP.

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Host IP Setup Page

This section defines hosts on your LAN and you can assign them to groups. These group can be applied to Access Filter and Block URL features. You can also bind multiple PPPoE link sessions to individual hosts on the LAN.

Host Network Identity settings Host Name: This should be an unique name for the host to be associated to the list.

MAC Address: This is your host's network adapter address.

Select Group: Select a group to assign the host to.

Reserve in DHCP: If this is enabled, the DHCP Server will always assign the Reserved IP Address to this host on request.

Reserved IP Address: The IP address you wish to assign to this host.

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Syswan Octolinks SW88 Series Host Network binding Option settings This is used only if you have multiple WAN ports or PPPoE sessions. Use this to ensure that a particular host always uses the same WAN port or PPPoE session.

Host & Group List: This list displays all the entries you have made. Click on the desired entry in the list, the host's data will show up in the editing area. Then you may update or delete the entry.

Settings – Host IP Setup
Host Network Identity This section identifies each Host (PC)   Host name (Required) – Enter a suitable name. Generally, you should use the "Hostname" (computer name) defined on the Host itself. MAC Address ( Required) – Also called Physical Address or Network Adapter Address. Enter the MAC address of this host. MAC Button – Check ARP list for entering MAC Address.   Select Group – Select the group you wish to put this host into. Reserve in DHCP – Select Enable to reserve a particular (LAN) IP address for a particular PC on your LAN. This allows the PC to use DHCP (Windows calls this "obtain an IP address automatically") while having an IP address which never changes. Reserved IP – Enter the IP address you wish to reserve, if the setting above is Enable. Otherwise, ignore this field. DHCP List – Check DHCP list for entering DHCP IP Address. Host Network Binding  Bind WAN port/Session – Select Enable if you wish to associate this PC with a particular PPPoE Session. All traffic for that PC will then use the selected PPPoE port and session. Binding Method – Suppose your PC is bound to WAN1 port, now you are selecting “Strict Binding”. If WAN1 port is disconnected, your packets cannot go out through WAN2 port, if WAN2 port is still alive. If you are selecting “Loose Binding” then when WAN1 port is disconnected, your packets will automatically go to WAN2, if WAN2 is alive. Select WAN Port/Select PPPoE session – If the setting above is Enable, select the desired Port and Session. Otherwise, ignore these settings.

Note: Multiple PPPoE sessions are defined on the Advanced PPPoE screen. Host & Group List This table shows the current bindings.

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Routing
This section is only relevant if your LAN has other routers or gateways.   If you do not have other routers or gateways on your LAN, you can skip the Routing configuration page. If your LAN has other gateways and routers, you must configure the Static Routing screen as described below. You also need to configure the other Routers.

Routing Page

Please refer to the Advanced LAN Configuration section of this user guide for more details.

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Virtual Servers
This feature allows you to define Servers on your network (LAN) that will be accessible to users from the Internet. Without these settings, Internet users would not be able to access a server on your LAN because:   Your Server's IP address is only valid on your LAN, not on the Internet. Attempts to connect to devices on your LAN are automatically blocked by the SPI firewall in the Octolinks SW88 Series Load Balancer.

The "Virtual Server" feature allows Internet users to connect to servers that you assign as servers that are visible to users from the Internet, as illustrated below.

Virtual Servers Note that, in this illustration, both Internet users are connecting to the same public IP Address, but are using two different protocols (ftp and http) to connect to two different servers on your network.

Connecting to the Virtual Servers
Once configured, anyone on the Internet can connect to your defined Virtual Servers. They must use the Octolinks SW88 Series Load Balancer's Internet IP Address (the IP Address allocated by your ISP) to access the Virtual Servers. Example: http://72.167.0.118 or ftp://72.167.0.118   To Internet users, all virtual Servers on your LAN have the same IP Address. This public IP Address is allocated by your ISP. This public IP address should be static, rather than dynamic, to make it easier for Internet users to connect to your Servers. However, you can use the Dynamic DNS feature (explained later in this chapter) to allow users to connect to your Virtual Servers using a FQDN (URL), instead of an IP Address.

Example: http://mydomain.dyndns.org or ftp://mydomain.dyndns.org

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Virtual Server Page The provided list covers all common server settings. Click on the required Server Name to Enable the server and to indicate the Server’s IP address on your network. You may add your own Virtual Server by defining a new name and indicating the Protocol, the required Server’s IP on your network, the WAN Port Range and the Interface Binding settings. Example : To enable your HTTP server which has 192.168.1.100 as LAN IP address : 1. Select the Server Name “HTTP” 2. Click on Enabled check box 3. Enter 192.168.1.100 in IP address box and click Update New servers can be added to the list using the same procedure and by clicking the Add button.

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Settings – Virtual Server
Virtual Server Configuration     Enable – To activate or deactivate the current entry. Server Name – A unique name for identifying the virtual server. Protocol – Select the protocol (either TCP or UDP) used by the server software. IP Address – LAN: Enter the IP address of the server on the device's LAN side. The hosts used as Virtual Servers need static IP addresses or reserved IP addresses. WAN: The WAN port that the virtual server is bound on. Port Range – LAN: The range of port numbers used by the server. If only one port number is used, fill the same number in both starting and ending fields. WAN: The range of port numbers for users in public to access the virtual server. If only one port number is used, fill the same number in both starting and ending fields. Allowed Remote IP – The range of IP addresses that are allowed to access the virtual server.

 Virtual Server List

The Virtual Server List shows details of all Virtual Servers which have been defined.

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Special Applications
If you use Internet applications which have non-standard connections or port numbers, you may find that they do not operate correctly because they are blocked by the firewall of the Octolinks SW88 Series Load Balancer. To overcome this problem, you can define the application as a "Special Application" to make it to work. Note that the terms "Incoming" and "Outgoing" on the following screen refer to traffic from the client (PC) viewpoint : Incoming - From Internet server to LAN PC Outgoing - From LAN PC to Internet server

Special Applications Page

Settings – Special Applications
Special Application Configuration     Enable – Use this to Enable or Disable this Special Application as required. Name – Enter a descriptive name to identify this Special Application. Outgoing Protocol – Select the protocol used by this application, when sending data to the remote server or PC. Outgoing Port Range – Enter the beginning and end of the range of port numbers used by the application server, for data you send. If the application uses a single port number, enter it in both fields Incoming Protocol – Select the protocol used by this application, when receiving data from the remote server or PC. Incoming Port Range – Enter the beginning and end of the range of port numbers used by the application server, for data you receive. If the application uses a single port number, enter it in both fields.

 

Special Application List

This shows details of all Special Applications which are currently defined.

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Using a Special Application on your PC
   Once the Special Applications screen is correctly configured, you can start using the defined application on your PC. Only one (1) PC within your network can use a specific Special Application at any given time. When a PC has finished using a specific Special Application, there may be a need for a "Time-out" period before another PC can effectivly use the same Special Application. You may be required to use the DMZ feature if a defined specific application does not work on your PC after configuration. The reason would be that your PC requires a full and non NATed Internet access for the specific application to work correctly.

Note: Adding a PC to the DMZ feature requires that basic security requirements are met on that PC as DMZ devices are totally exposed to the Internet and are not protected by your Octolinks SW88 Series Load Balancer’s firewall. Please refer to the Multi DMZ section of the user guide for detailed information on setting up and securing DMZ hosts.

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Dynamic DNS
Dynamic DNS is very useful when combined with the Virtual Server feature. It allows Internet users to connect to your Virtual Servers using a Fully Qualified Domain Name (FQDN or URL address), rather than an IP Address. This also solves the problem of having a dynamic IP address. With a dynamic IP address, your IP address may change whenever you connect to your ISP or at least once in every 24 hours. If you wish to use this feature, first you must register for the Dynamic DNS services with a Dynamic DNS service provider (ie http://www.dyndns.org). The Octolinks SW88 Series Load Balancer supports several types of service providers:    Standard client or DYNDNS (http://www.dyndns.org) TZO (http://www.tzo.com) 3322 is a service available only in China (http://www.3322.org)

Other sites may offer Dynamic DNS facilities that you may implement using the “User Defined DDNS Server” option. Note that compatibility and functionality can not be guaranteed.

To use the Dynamic DNS feature
1. Register for the service from your preferred service provider. 2. Follow the service provider's procedure to have a Domain Name (Host name) allocated to you. 3. Configure the Dynamic DNS screen, as described below. 4. The Octolinks SW88 Series Load Balancer will then automatically update your IP Address recorded by the Dynamic DNS service provider. 5. From the Internet, users will now be able to connect to your Virtual Servers (or DMZ PC) using your Domain name.

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Dynamic DNS Page

Settings – Dynamic DNS
Dynamic DNS Service Use this to Enable/Disable the Dynamic DNS feature, and select the required service provider.      Additional Settings Disable – Dynamic DNS is not used. TZO – Select this to use the TZO service (www.tzo.com). You must configure the TZO section of this screen. Standard Client – Select this to use the standard service (from www.dyndns.org or other provider). You must configure the Standard Client section of this screen. 3322 – 3322 is available in China. It is similar to “Standard client” User Defined DDNS Server – This is the user define DDNS server. If the DDNS other than TZO, dyndns.org and 3322.

These options are available if using the standard client.    Enable Wildcard – If selected, traffic sent to sub-domains (of your Domain name) will also be forwarded to you. Enable backup MX – If enabled, you must enter the Mail Exchanger address below. Mail Exchanger – If the setting above is enabled, enter the address of the backup Mail Exchanger.

WAN Port Binding

Select the WAN port on which the Dynamic DNS is used. The "Force Update" button will update your record on the Dynamic DNS Server immediately.

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Syswan Octolinks SW88 Series The Dynamic DNS implemetation on the Octolinks SW88 Series Load Balancer permits a dynamic host name for the device and does not provide individual dynamic host names for each WAN port configuration. The Octolinks SW88 Series Load Balancers update Dynamic DNS information on the specified WAN port. In the event of the specified WAN link failure, Dynamic DNS is automatically updated using the second WAN port IP address, thus providing continuous and transparent access to your remote users via the dynamic host name (FQDN or URL). When the specified WAN port recovers from failure, Dynamic DNS settings are immediately updated to reflect the original WAN port settings.

Example of Dynamic DNS setting and automated updates :

1. syswan.dyndns.org host name is set to WAN1 IP address 2. WAN1 is down 3. syswan.dyndns.org host name is automatically updated to WAN2 IP address 4. WAN1 is up 5. syswan.dyndns.org host name is automatically updated to WAN1 IP address

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Multi DMZ
This feature allows each WAN port public IP address to be associated with a computer on your LAN. All outgoing traffic from that PC will be associated with that WAN port IP address. Any traffic sent to that IP address will be forwarded to the specified computer, allowing unrestricted 2-way communication between the "DMZ PC" and other Internet users or Servers. Important Note: The "DMZ PC" resides outside the Octolinks SW88 Series Load Balancer’s SPI Firewall, thus making it more vulnerable to Internet attacks. For this reason, you should only enable the DMZ feature when required and secure the DMZ PC locally (ie OS level port restrictions, local firewall...).

Multi DMZ Page

Settings – Multi DMZ
Multi DMZ Edit       Enable – To activate or deactivate the current DMZ entry. WAN – The WAN (WAN1, WAN2 …) port applied to the current DMZ entry. Name – To identify the current DMZ entry. Public IP – The public IP (or PPPoE session) that the current DMZ entry is bound on. Private IP (LAN) – The IP address of the server in the DMZ Access Group – To specify which Access Group will be applied. Each Access Group has its own access rules.    Multi DMZ List Default : Applies the access rules for the Default Group. Group1 ~ Group10 : Applies the access rules for Group1~Group10, respectively

Direction – To specify in which direction the Access Group will be applied: Outgoing, Incoming, Both.

The List shows details of all DMZ that are currently defined.

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UPnP
Universal Plug and Play (UPnP) is a set of protocols that simplifies the implementation of networks in SOHO, SMB and corporate environments. This is achieved by publishing device control protocols built on Internet communication standards. With UPnP you can easily setup and configure an entire network, enable discovery and control of networked devices and services. When UPnP is enabled, you will see your Octolinks SW88 Series Load Balancer as an icon is the Network Neighbourhood when using Windows OS on your PC.

UpnP Page

Settings – UPnP
UPnP Option  UPnP (Univeral Plug & Play) can be enabled or disabled for automatic device configuration. If disabled (Default), the router will not allow any device to automatically control the resources. Advertisement Interval – The Advertisement Interval is how often the router will broadcast its UPnP information. This value can range from 2 to 1440 minutes. The default interval is for 30 minutes. Shorter time interval will ensure that control points have current device status at the expense of additional network traffic. Longer time interval may compromise the freshness of the device status but can significantly reduce network traffic. Outgoing Interface – Select though which WAN or LAN port you want to send out traffic from UPnP. If the WAN port you select loses its connection, the router attempts to use the other WAN port.

UpnP Port Mapping List

You can set the dynamic port mappings to Internet gateway via UPnP on Windows XP. This will allow you make a connection between applications and the defined device.

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NAT
Network Address Translation (NAT, which is also known as Native Address Translation, IP Masquerading or Network Masquerading) is a technique used to translate network traffic passing through a router by rewriting the source and destination IP addresses of IP packets. NAT enables many users on a local area network (LAN) to share an Internet (WAN) access. Sometimes the TCP/UDP port numbers of IP packets are also translated as they pass through (PAT - Port Address Translation). NAT is the technology which allows one or more WAN (Internet) IP addresses of your Octolinks SW88 Series Load Balancer to be transparently used by all LAN users.

NAT Setup Page

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Settings – NAT
NAT Configuration  NAT Routing – Enables or disables NAT routing by checking or un-checking the checkbox. If you disable NAT routing, this device will act as a Bridge or Static Router. Most features, including Load Balance, will be unavailable. If some packets have port numbers which cannot be translated for special applications, you must input value in port range for Disable Port Translation. TCP Timeout – The time during which TCP expects to receive the acknowledgement from the destination. The default is 300 seconds. UDP Timeout – The time during which UDP expects to receive the acknowledgement from the destination. The default is 120 seconds. TCP Window Limit – The maximum number of outstanding packets prior to TCP receiving an acknowledgement. The default is 0 (no limit). TCP MSS Limit – The largest amount of data that can be transmitted in one TCP packet. The default is 0 (no change). Non-Port-Translation – To keep the source port number unchanged for TCP/UDP sessions on the specified Port Range. Some special applications do not allow the source port number to be translated. Port Range – The Source Port Number Range for TCP and UDP protocol. Specific TCP / UDP Timeout –To define specific Timeout for TCP/UDP sessions on the specified Port Range.

    NAT Port Option 

 

NAT Alias

For each alias entry the WAN IP acts as an alias of the host with Local LAN IP accessing the Internet via the specified WAN port for the specified protocol packets, i.e. 1-1 NAT.       Enable – To activate or deactivate current entry. Local LAN IP – The IP address of the host in LAN that wants to use the specific WAN IP as its source IP. WAN IP – The IP address used as the source IP of the packets sent out from the specified host. Protocol – The protocol that the current rule is applied to. WAN – The WAN port that the current rule is applied to. Allow Inbound (Virtual Server) – Enable check box, can be used as a virtual server through alias WAN port.

NAT Alias List

The List shows NAT Alias that is currently defined.

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ARP Status
Address Resolution Protocol (ARP) is the standard method for finding a host's hardware or MAC address when only its network layer address is known. Media Access Control address (MAC address) is a unique identifier of any network adapter (NICs). ARP is used to convert addresses from a layer 3 protocol such as Internet Protocol (IP) to a layer 2 MAC address. On broadcast networks like the Ethernet, the MAC address allows each host to be uniquely identified. Example, the MAC address of a Octolinks SW88 Series Load Balancer : 00-1C-74-00-00-01 Typical ARP usage : - Two hosts on the same network and one host wants to send a packet to the other - Hosts on two different networks who need a gateway/router to reach each other - By a router to forward packets through another router - By a router to forward packets to a destination host on the same network The ARP status page displays all the detailed MAC/IP mapping information on the device's Arp table and provides tools for adding static ARP entries and for searching hosts with specific MAC addresses.

ARP Status Page

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Arp Statistics

   

Requests ( In / Out ) – The number of system ARP requests. Reply ( In / Out ) – The number of system ARP replies. System Time – System starting time. Global Arp Ageout Time – Arp time out. Default is 600 seconds. If set to “-1” it will never expire. Lists all LAN, WAN address resolution and its related info. Specify IP and MAC address to add or update a record. Input LAN or WAN IP address to query ARP.

Arp Table
Arp Entry Add / Update Arp Query Check

  

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Advanced Features
The following advanced feature configurations are covered in this section.      External Filters Configuration : Limits the packets passing through the device from WAN to LAN. DNS Loopback : If there is any domain in your private network you can setup the Domain Name & Private IP mapping table for DNS query. Application Binding : This feature allows the application specific packets to be bound to the specified WAN port. Session Persistency : This feature allows TCP sessions on defined ports to be bound to either one of the WAN ports. Protocol & Port Binding : It is similar to SMTP binding but you must setup additional data such as Protocol & Port Range. If all the checked settings are met then the specific packet will be bound on the specified WAN port.

Advanced Features Page
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Settings – Advanced Features
External Filters Configuration DNS Loopback  Block Selected ICMP Types – This acts as "master" switch. If checked, the selected packet types are blocked. Otherwise, they are accepted.

When you have some servers on LAN and their domain names have already registered on public DNS. To avoid DNS loopback problem, please enter the following fields.   Domain Name – Enter the domain name specified by you for local host/server. Private IP – Enter the private IP address of your local host/server. IDENT Port – Port 113 is associated with the Internet's (Identification / Authentication) service. This port (port 113) provides a means of determining the identity of a user on a particular TCP connection. By default the device is stealth for this port. Enable to make this port closed, not stealth. SMTP Binding – To determine if the SMTP packets are bound on the WAN port. IPSec Passthrough – To determine if the VPN client can make a tunnel established with remote side VPN host. PPTP Passthrough – To determine if PPTP client can connect to remote side PPTP server via the device.

Application

   Session persistency

This feature allows TCP sessions on defined ports to be bound to the specified WAN port. Some applications require session persistency (ie online banking..). The Octolinks SW88 Series Load Balancers automatically provide session persistency for SSL (HTTPS/TCP port 443) widely used today.    Enable – To activate or deactivate the current rule. Source IP – The IP address that the packet's source IP will be checked against. (0.0.0.0 is wildcard, means all IP range) Destination IP / IP Address – The specific IP range that the packet's destination IP will be checked against. (0.0.0.0 is wildcard, means all IP range) There are two forms of Destination IP: If Subnet is selected, the IP Address and Subnet Mask fields need to be filled. If IP Range is selected, the From and To fields need to be filled.     Protocol – The protocol that the packet's protocol will be checked against. Port Range – The specific port number range that the packet's destination port number will be checked against. WAN – The specific WAN port that the packet will be bound on if all the checked items are met. Strict Binding – If check box is enabled, that mean once the port binding is disconnected, it will not switch to the WAN port that are still alive.

Protocol & Port Binding

Protocol & Port Binding List

The List shows NAT Alias that is currently defined.

Note : Once a sesssion is bound either via Session Persistency or via Protocol & Port Binding, the device will maintain it on the choosen WAN port during the entire session. This is useful in some situations where load balancing is not permitted or will be seen as a session hijack (ie: secure banking via non standard SSL port…). The device is set to automatically maintain Session Persistency for SSL connections (https) made via the default TCP Port 443.
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5. Security Management
Overview
Enhanced security settings that are available and are discussed in this chapter :     URL Filter : You can block specific web sites by configuring their IP address, URL or Key words . Access filter : You can block all Internet access, select blocks of well-known ports or block user define ports for previously defined groups of LAN users. Session Limit : You can limit user access to the Internet in the event of the device detecting any new sessions that exceed the maximum sessions setting during the given sampling time. Firewall Exception : This option bypasses the SPI Firewall and the NAT. It permits the specified packets to be processed directly by the system protocol stack. As any unrecognized packet to the device are normally rejected, if you want the device to accept any specific packets, you should build the corresponding exception rules in this section.

URL Filter
This feature allows you to block or allow access to specific Web sites. You can block or allow Internet access by URL, IP address, or Keyword. You can also have different blocking or allow access settings for different groups of PCs.  When in operation, every URL is searched to see if it matches or contains any of the URL or keywords specified. A DNS lookup determines the IP address of the requested site and the site's IP address is checked against specified IP address entries. Depending on the results and the URL filter settings, access is either granted or denied.

URL Filter Page

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Settings – URL Filter
Access Group   Select Group – A group that current rule is applied for URL Filter Type – The Filter type (Block/Allow) that current group is set to use. Block Internet Access: All the web page accesses will be blocked if the target is found in the packets. Allow Internet Access: All the web page accesses will be permitted if the target is found in the packets.

Access Item

This text field is to enable/disable the URL Filter function, and input URL keyword phrase. List of current input items.

Internet Access List

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Access Filter
You can use the Access Filter settings to gain control over the Internet access and applications available to LAN users.   Ten user groups are available and each group can have different access rights. By default all PCs (users) are in the Default group unless specifically assigned to another group on the Host IP screen.

Access Filter Page

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Settings – Access Filter
Access Group The Group that the current rule is applied for. To apply restrictions to everyone, select the Default group. All users (Hosts) are in the default group unless moved to another group on the Host IP screen.     ICMP Filter No Filtering – To allow all Internet access by LAN users. Block All Access – To prohibit all Internet access by LAN users. Allow Selected Items – To apply the rules for permitting Internet access defined in User-Defined Filter. Block Selected Items – To apply the rules for blocking Internet access defined in User-Defined Filter. Selected Packet Types – To prohibit the selected types of ICMP packets from the LAN to be passed through the device. Packet Types – The types of ICMP packets that could be blocked Enable – To activate or deactivate the current rule. Name – A unique name to identify the current rule. Protocol Type – The protocol to be blocked. Port No. Range – The port number range to be blocked. (For TCP and UDP only) If only one port number is used, enter the same port number in both fields.

Filter Setting

To limit the ICMP activities initialized from the LAN.  

User-defined Filter

This lets you define which custom ports are to be blocked.    

User- Defined Filter List

List all enabled and disabled filter and have been defined.

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Session Limit
This feature allows to drop any new session requests from the WAN or the LAN when the total new sessions number exceedes the maximum sessions during the sampling time.

Session Limit Page

Session Limit Outgoing New Session   Session Limit – Check this to enable limiting sessions. Sampling Time – The period to count the new sessions. Only those new sessions which occurred in the most recently Sampling Time are counted for limit checking. (default: 400 mili-sec., maximum: 500 mili-sec., step: 50 mili-sec.) Maximum of Total New session – If the number of new sessions for the system exceeds the Maximum in the Sampling Time, any new session in the system will be dropped. (default: 65535 sess./sec., maximum: 65535 sess./sec.) Maximum of New Sessions for Host – If the number of new sessions for the host exceeds the Maximum in the Sampling Time, any new session of the host will be dropped. (default: 100 sess./sec., maximum: 999 sess./sec.) Maximum of Dropped New Sessions for Host – If the number of dropped new sessions for the host exceeds the Maximum in the Sampling Time, any new session of the host will be dropped for the Pause Time. (default: 25 sess./sec., maximum: 999 sess./sec.) Pause Time for Host while exceeding limits on dropped new sessions – Within the Pause Time, no new session of the suspended host will be served by the system. (default: 5 min., maximum: 65535 min.)

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SysFilter Exception
The Octolinks SW88 Series Load Balancer’s built-in SPI firewall will automatically reject any unrecognized packets. If you want the device to accept any specific packets, you should build the corresponding exception rules using the System Filter Exceptions. You will not need to modify the default settings or add anything here except if you are running a specific application which needs the default SPI firewall and security settings modified on the load balancer.

SysFilter Exception Page

Firewall Exception
System Filter Exception Rules      System Filter Exception Rule List Enable – To activate or deactivate this rule. Interface – The port that the packets enter the device on. Protocol – The protocol of the packets to be accepted. Foreign Port Range – The source port range of the packets to be accepted. Device Port Range – The destination port range of the packets to be accepted.

List all system rules that have been defined.

Important Note : Misconfiguration of this section may lead to serious security threats for your network.

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6. Bandwidth Managemet (QoS)
Overview
Bandwidth Management or Quality of Service (QoS) offers the capability to a network to provide a better service to selected network traffic within TCP/IP networks. The goal of Bandwidth Management is to provide priority to identified network traffic including dedicated bandwidth, controlled jitter and latency that is required by real time applications while improving quality by reducing packet loss. The Octolinks SW88 Series Load Balancer provides Bandwidth Management based on user defined QoS policies. The maximum combined bandwidth that can be managed on the Octolinks SW88 Series Load Balancer through this option is 51200 K bit/Sec. Once enabled, it will classify outgoing packets based on policies and enable real-time applications to get better response or performance.

Bandwidth Management Configuration
The following configuration page guides you on how to setup Bandwidth Management.

Bandwidth Management Setup Page

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Settings – Bandwidth Setup.
Bandwidth Management Features  Enabled – Check this box to enable the Bandwidth Management mechanism. If set to "enable" Bandwidth Management will allocate Inbound/Outbound bandwidth to pass through the device. WAN Inbound / Outbound Bandwidth – Allows you to set the maximum inbound or outbound bandwidth, maximizing your network's performance. Set Policy Button – To allocate Inbound/Outbound bandwidth (based on your configuration) to pass through this device.

 

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Bandwidth Policy Configuration
Settings in the Bandwidth policy can assign received packets a higher or a lower priority based on your configuration to pass through the device. You can define policies which classify received packets based on source/destination IP, MAC, port and protocol type. This feature is useful when the WAN link is very busy or congested or when using special applications that need real time services such as Internet phone, video conferencing... etc. Inbound and Outbound policies are to be set individually for each WAN port.

Bandwidth Policy Configuration Page

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Settings – Bandwidth Policy
WAN Inbound / Outbound Policy   Policy Name – The name of a policy which is used to classify the received packets based on the following types for your memory Local / Remote Address, Port – Specify a packet based on Local/Remote address or port. Address has two types: IP address and MAC address. By default, the IP address is 0.0.0.0 for all IP Addresses but the MAC address needs to be specified. Port and Protocol Type define all packets for special applications. Protocol Type – The field defines traffic packet type, i.e. IP, TCP and UDP. Maximum / Guaranteed Bandwidth –This device supports Bandwidth queues. When a packet meets a policy rule requirement, it will be put into the corresponding queue. The queue will send them using the guaranteed bandwidth. If the rest of the bandwidth is enough, it will try to reach the maximum allocated bandwidth.

 

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7. Management Assistant
Overview
The following settings are discussed in this chapter :       Admin Setup Email Alert SNMP Syslog Diagnostic Tools Upgrade Firmware

Admin Setup
This page is intended for various administrator related settings. Please see “Admin Setup” section in Chapter 2 for more details.

Admin Setup Page

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Email Alert
This feature will send a warning email, informing the System Administrator that one of the WAN ports has been disconnected. Email Alert – You can choose to enable or disable the sending of a warning email. Email Sender Address – The email address which will send the warning email. Email (SMTP) Server Address – The email server address that the warning email will be sent from. Email Recipient Address – The email address of the System Administrator the email will be sent to.

Email Alert Page

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Settings – Email Alert
Global Setting   Enable & Link down – To enable or disable the Alert Mail sending in the event one of the WAN ports is disconnected. Excessive ping – This function is useful to prevent ICMP packets attacks from WAN or LAN onk the device. It will drop the packets if the ping times exceed the threshold value.

Email Alert Configuration

The purpose of email alert is in the event a WAN port is disconnected or malfunctions, it will send an email message to inform the recipient.      Email (SMTP) Server Address – The e-mail server address. (ex: mail.yourdomain.com) User Name – The user name of an e-mail sender address for authentication. (ex: abc) Password – The password of an e-mail sender address for authentication. (ex:12345) Sender Address – The email address of the sender. Recipient Address – The email address of the receiver. (ex: admin@mydomain.com).

Email Alert Configuration list Note:

List of configured Email Alerts.

If the email server is on the LAN side, then SMTP server should be entered as an IP address ( ex. 192.168.1.x ). If the email server is on LAN site, and the SMTP server is using domain name instead of IP address, then you should enable “DNS loop-back” for that FQDN in the Advanced Setup > Advanced Features page.

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SNMP
SNMP (Simple Network Management Protocol) is used in network management to monitor network devices for conditions that may requirer attention. This section is only useful if you have installed a SNMP (Simple Network Management Protocol) software on your PC. If so, you may use a standard MIB II file with your Octolinks SW88 Series Load Balancer to monitor network and device activity.

SNMP Configuration Page

Settings – SNMP
System Information Community Trap Targets This is the system information which will identify this device.

A relationship between a SNMP agent and a set of SNMP managers that defines authentication, access control and proxy characteristics. Up to three IP addresses can be entered. SNMP Trap information will be sent to these target addresses.

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Syslog
Syslog is a standard for sending log messages within a TCP/IP network and is often used for network and security auditing purposes. A syslog client usually sends a syslog message to the syslog server using UDP or TCP protocol. The Octolinks SW88 Series Load Balancer can internally store the last 100 Syslog messages and/or send them on the fly to the specified Syslog Server for real time system information updates. Syslog Configuration – Syslog Configuration allows you to specify where to send system information. You can define up to three remote Syslog Servers and define priority level for each. Message Status – Messages sent will only be kept locally if “keep sent message” is checked. Only the last 100 messages are kept in device memory and are cleared during a reboot or power off. SNTP – You can define up to 3 SNTP servers to enable the load balancer to obtain GMT. By defining your time zone, your system and logs will show the current date and the correct time. If no time servers are defined by the user, the system will try to obtain GMT time from a public SNTP server. DST (Daylight Saving Time) is not available.

Syslog Page
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Syslog Configuration
Syslog Delivery    Sending Out – If checked, the device will send syslog messages to other machines (log servers). Keep Sent Message – If checked, the sent messages will be kept on the device, otherwise they will be deleted. Syslog Servers –     IP Address: Up to 3 syslog servers can be used. Enable: If checked, the log message will be sent to the server. You can disable or enable each server temporarily. Port: If your syslog server does not use the default port (514), change it. Log Priority Level: The messages are grouped into 8 priority levels, from Emergency to Debug. The lower level it is, the more messages it will generate. Emergency is the highest priority level, and Debug is the lowest. Setting priority to Debug will send all generated messages.

Log Priority Modules

This feature displays and controls the current log priority for each module. For a module with different priorities, the different level of messages will be generated in Syslog. A lower level of log priority for a module will generate more messages. DEBUG is the lowest level of log priority.  SNTP Servers – Up to 3 SNTP servers can be used for GMT. You can enter its IP or Domain address here. You can use some servers such as timea.nist.gov, time.nist.gov, time-nw.nist.gov, etc. Time Zone – This lists all time differences between GMT and the local time selected by you.

SNTP Configuration

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Diagnostic Tools
This page provides tools for troubleshooting the network connectivity, DNS name resolving and Arp lookup problem. IP Tools ICMP Method : Test network connectivity by issuing ICMP Echo Request (Ping) packets to the specified destination (Name/IP). The detailed result will be shown in each column. HTTP Method : Test network connectivity by establishing HTTP (TCP Port 80) session to the specified destination (Name/IP). The detailed result will be shown in each column. DNS Method : Test network connectivity by sending DNS query (UDP Port 53) packets using the specified FQDN. The corresponding IP address will be shown in the destination column if succeeded. Arp Query Check Check Arp : Lookup the MAC address by specifing the corresponding IP address, detailed result will be shown in each column if found.

Diagnostic Tools Page

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Upgrade Firmware
The Upgrade Firmware screen allows you to upgrade firmware or to backup and restore your system configuration.

Firmware Upgrade Page

 

You can backup your system configuration by clicking Save. It will save the system configuration on to your hard drive. You can perform firmware upgrades by inputting the correct username, password and the firmware file location and by clicking Upgrade. If required (please see firmware release notes), you may launch a Factory Reset by clicking Factory Settings.

Important note: Do not Reset or Restart the device while a firmware or configuration update is in progress, as it may cause severe and permanent damage to the load balancer. Damage resulting in resetting your load balancer during a firmware or configuration update is NOT covered by the standard 2 year warranty.

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8. Advanced LAN Configuration
Overview
These settings are provided to deal with any non-standard network situations, or to provide additional options to Advanced Users and Network Administrators.

Existing DHCP Server
If your LAN already has a DHCP Server, and you wish to continue using it, the following configuration is required.    The DHCP Server function in the Octolinks SW88 Series Load Balancer must be disabled. This setting is on the LAN & DHCP screen. Your DHCP Server must be configured to provide the Octolinks SW88 Series Load Balancer's LAN IP address as the "Default Gateway". Your DHCP Server must provide correct DNS addresses to the PCs on your LAN.

Routing
This section is only relevant if your LAN has other routers or gateways.   If you do not have other routers or gateways on your LAN, you can skip the Static Routing page. If your LAN has other gateways and routers, you must configure the Static Routing screen as described below. You will also need to configure all the other routers in your network in the same way. Please refer to the constructor documentation provided with your other routers or gateways on how to configure static routing options on those.

Routing configuration Page
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Note:
If there are entries in the Routing table with an Index of zero (0), these are system specific entries. You cannot modify or delete them.

Settings – Routing
Dynamic Routing   Static Routing RIP v2 – RIP is a dynamic routing protocol which is used to direct traffic over the network. Disable it if you do not need to use it. LAN, WAN1, WAN2… – If enabled, any WAN or LAN can execute RIP function.

If there is more than one router on a network, this Routing table must be configured because the router needs to know what packet goes to which router. A routing table entry is required for each LAN segment on the network.      Network Address – Network Address is the address of the destination network segment. Netmask – The subnet mask used to select the bits from an IP Address that corresponds to the subnet. Gateway – The IP router that the packets destined for the subnet with Network Address will be forwarded to. Interface – The device's port that the packets destined for the subnet with Network Address will be passed through. Metric – The number of routers that must be traversed to reach the destination network segment.

Routing List

List of prevously configured static routes.

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Configuring other routers on your LAN
All traffic for devices not on the local LAN must be forwarded to the Octolinks SW88 Series Load Balancer, so that they can be forwarded to the Internet. This is done by configuring other routers to use the Octolinks SW88 Series Load Balancer as the Default Route or Default Gateway, as illustrated by the example below.

Static Routing - Example

Routing Example

For the Octolinks SW88 Series Load Balancer's Routing Table
For the LAN shown above, with 2 routers and 3 LAN segments, the Octolinks SW88 Series Load Balancer requires 2 entries as follows.

Entry 1 (Segment 1) Destination IP Address Network Mask Gateway IP Address Interface Metric Entry 2 (Segment 2) Destination IP Address Network Mask Gateway IP Address Interface Metric 192.168.3.0 255.255.255.0 (Standard Class C) 192.168.1.100 LAN 3 192.168.2.0 255.255.255.0 192.168.1.100 LAN 2

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For Router A's Default Route
Destination IP Address Network Mask Gateway IP Address Metric 0.0.0.0 0.0.0.0 192.168.1.1 2

For Router B's Default Route
Destination IP Address Network Mask Gateway IP Address Interface Metric 0.0.0.0 0.0.0.0 192.168.2.80 LAN 3

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9. Operation and Status
Operation
Once the Octolinks SW88 Series Load Balancer and the LAN PCs are configured, networking operations are handled automatically within your network and the configured WAN ports. However, there are some situations where additional Internet configuration may be required: Refer to Chapter 4 - Advanced Features for further details.

System Status
Use the System Status link on the main menu to view this screen.

System Status Screen

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Data – System Status
Interface Information    Connection Status – Current status – either "Connected" or "Not connected". Connection Type – The type of connection used – DHCP, Fixed IP, PPPoE, or PPTP. Force Renew button – Only available if using a dynamic IP address (DHCP). Clicking this button will perform a DHCP "Renew" transaction with the ISP's DHCP server. This will extend the period for which the current WAN IP address is allocated to you. IP Address – The IP address of the Octolinks SW88 Series Load Balancer, as seen from the Internet. This IP Address is allocated by the ISP (Internet Service Provider). Subnet Mask – The Network Mask (Subnet Mask) for the IP Address above. Domain Name IP Address – The address of the current DNS (Domain Name Server). MAC Address – The MAC (physical) address of the Octolinks SW88 Series Load Balancer, as seen from the Internet. IP Address – The LAN IP Address of the Octolinks SW88 Series Load Balancer. Subnet Mask – The Network Mask (Subnet Mask) for the IP Address above. MAC Address – The MAC (physical) address of the Octolinks SW88 Series Load Balancer, as seen from the local LAN. DHCP Server – The status of the DHCP Server function - either "Enabled" or "Disabled". Hardware ID – The manufacturers ID for this particular device. Firmware Version – Version of the firmware currently installed. NAT – Status of the NAT feature – either “Enable” or “Disable”. Load Balance – Status of the Load Balance feature – either “Enable” or “Disable”. Virtual Server – Status of the Virtual Server feature – either "Enabled" or "Disabled". Special Applications – Status of the Special Applications feature – either "Enabled" or "Disabled". Multi DMZ – Status of the DMZ feature – either "Enabled" or "Disabled". URL Filter – Status of the Block URL feature – either “Enable” or “Disable”.

    LAN Information     Device Information        

Device Statistics

   

System UpTime – The time since the system of a device was last reinitialized. CPU Usage – The current usage percentage of CPU. Memory Usage – The current usage percentage of Memory Heap. Packet Queue Usage – The current usage percentage of Packet Queue.

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Syswan Octolinks SW88 Series Buttons    Refresh – Updates the data on screen. Restart – Restarts (reboots) the Octolinks SW88 Series Load Balancer. Factory Settings – This will delete all existing settings and restore the factory default settings. See below for details.

Restore Factory Defaults
When the "Factory Settings" button on the Status screen above is clicked, the following screen is displayed.

Restore Factory Defaults Page

If the "Restore" button on this screen is clicked:    All of your existing settings will be erased. The device IP address, username, password and ALL other settings will be restored to the factory default values. The DCHP server function will be enabled.

These changes may mean that your current connection to the GUI is invalid, and you will have to re-connect to the Octolinks SW88 Series Load Balancer using its default IP address (https://192.168.1.1).

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WAN Status
Use the WAN Status link on the main menu to view this screen.

WAN Status Page

System Status
Current Statistics Accumulated Statistics Overall statistics Current loading share for WAN1, WAN2... The statistics for WAN1, WAN2… packets with a period of time. User can define the time period through load balancing web page setup. Overall loading share (receive & transmit) packets for WAN1, WAN2…

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NAT Status
This screen is displayed when you click the "Check NAT Detail" button on the WAN Status screen.

NAT Status Page

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NAT Status
Active Interface IP Info    NAT Timeouts TCP Prosperity NAT Traffic Connections List Errors Misc. Interface – LAN and WAN interface of the Octolinks SW88 Series Load Balancer. IP Address – The WAN (Internet) & LAN IP Address of the Octolinks SW88 Series Load Balancer. Subnet Mask – The Network Mask (Subnet Mask) for the IP Address above.

This displays the current timeout values for TCP and UDP connections. This displays the MSS (Maximum Segment Size) and Maximum Window size for TCP packets. This section displays statistics for both outgoing (LAN to Internet) and Incoming (Internet to Local) traffic. This displays the current number of active connections. For further details, click the "View Connection" list button. Statistics are displayed for Checksum errors, number of retries, and number of bad packets. This displays the total IP packets and reserved address.

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Appendix A

Specifications
Models Dimensions Operating Temperature Storage Temperature Network Protocol Network Interfaces LEDs Octolinks SW88 Load Balancer 423mm (W) x 155mm (D) x 43mm (H) 0 C to 40 C -10 C to 70 C TCP/IP 16 x 10/100 BaseT (RJ45) Auto-switching Hub ports for WAN and LAN devices 1 x Power 2 x Status 16 x WAN and LAN Power Internal AC 100V ~ 240V / 50 ~ 60 Hz

FCC Statement
This device complies with Part 15 of the FCC Rules. Operation is subject to the following two conditions: 1. This device may not cause harmful interference. 2. This device must accept any interference received, including interference that may cause undesired operation.

CE Marking Warning
This is a Class A product. In a domestic environment this product may cause radio interference in which case the user may be required to take adequate measures.

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Appendix B

Windows TCP/IP Setup
Overview TCP/IP Settings
If using the default Octolinks SW88 Series Load Balancer settings, and the default Windows 95/98/ME/2000 TCP/IP settings, no changes need to be made.     By default, the Octolinks SW88 Series Load Balancer will act as a DHCP Server, automatically providing a suitable IP Address (and related information) to each PC when the PC boots. For all non server versions of Windows, the default TCP/IP setting is to act as a DHCP client. If you wish to check your TCP/IP settings, the procedure is described in the following sections. If your LAN already has another router, the Network Administrator must re-configure it.

Checking TCP/IP Settings - Windows 9x/ME:
1. Select Control Panel - Network. You should see a screen like the following:

Figure B-1: Network Configuration

2. Select the TCP/IP protocol for your network card. 3. Click on the Properties button. You should then see a screen like the following.

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Figure B-2: IP Address (Win 95) Ensure your TCP/IP settings are correct, as follows:

Using DHCP
To use DHCP, select the radio button Obtain an IP Address automatically. This is the default Windows settings. Restart your PC to ensure it obtains an IP Address from the Octolinks SW88 Series Load Balancer.

Using "Specify an IP Address"
If your PC is already configured, check with your Network Administrator before making the following changes:   If the DNS Server fields are empty, select Use the following DNS server addresses, and enter the DNS address or addresses provided by your ISP, then click OK. On the Gateway tab, enter the Octolinks SW88 Series Load Balancer's IP address in the New Gateway field and click Add, as shown below. (Your LAN administrator can advise you of the IP Address they assigned to the Octolinks SW88 Series Load Balancer.)

Figure B-3: Gateway Tab (Win 95/98)
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Syswan Octolinks SW88 Series  On the DNS Configuration tab, ensure Enable DNS is selected. If the DNS Server Search Order list is empty, enter the DNS address provided by your ISP in the fields beside the Add button, then click Add.

Figure B-4: DNS Tab (Win 95/98)

Checking TCP/IP Settings - Windows 2000:
1. Select Control Panel - Network and Dial-up Connection. 2. Right click the Local Area Connection icon and select Properties. You should see a screen like the following:

Figure B-5: Network Configuration (Win 2000) 3. Select the TCP/IP protocol for your network card. 4. Click on the Properties button. You should then see a screen like the following.
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Figure B-6: TCP/IP Properties (Win 2000) 5. Ensure your TCP/IP settings are correct:

Using DHCP
To use DHCP, select the radio button Obtain an IP Address automatically. This is the default Windows settings. Restart your PC to ensure it obtains an IP Address from the Octolinks SW88 Series Load Balancer.

Using a fixed IP Address ("Use the following IP Address")
If your PC is already configured, check with your Network Administrator before making the following changes:  Enter the Octolinks SW88 Series Load Balancer's IP address in the Default gateway field and click OK. (Your LAN administrator can advise you of the IP Address they assigned to the Octolinks SW88 Series Load Balancer.) If the DNS Server fields are empty, select Use the following DNS server addresses, and enter the DNS address or addresses provided by your ISP, then click OK.

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Checking TCP/IP Settings - Windows XP:
1. Select Control Panel - Network Connection. 2. Right click the Local Area Connection and choose Properties. You should see a screen like the following:

Figure B-7: Network Configuration (Windows XP)

3. Select the TCP/IP protocol for your network card. 4. Click on the Properties button. You should then see a screen like the following.

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Figure B-8: TCP/IP Properties (Windows XP) 5. Ensure your TCP/IP settings are correct.

Using DHCP
To use DHCP, select the radio button obtain an IP Address automatically. This is the default Windows settings. Restart your PC to ensure it obtains an IP Address from the Octolinks SW88 Series Load Balancer.

Using a fixed IP Address ("Use the following IP Address")
If your PC is already configured, check with your Network Administrator before making the following changes.  Enter the Octolinks SW88 Series Load Balancer's IP address in the Default gateway field and click OK. (Your LAN administrator can advise you of the IP Address they assigned to the Octolinks SW88 Series Load Balancer.) If the DNS Server fields are empty, select Use the following DNS server addresses, and enter the DNS address or addresses provided by your ISP, then click OK.

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Appendix C

Troubleshooting
Overview
This chapter covers some common problems that may be encountered while using the Octolinks SW88 Series Load Balancer and some possible solutions to them. If you follow the suggested steps and the Octolinks SW88 Series Load Balancer still does not function properly, contact our support team or your dealer for further assistance.

General Problems
Problem 1: Solution 1: Can't connect to the Syswan Octolinks SW88 Series Load Balancer to configure it. Check the following:     The Octolinks SW88 Series Load Balancer is properly installed, LAN connections are OK, and it is powered ON. Ensure that your PC and the Octolinks SW88 Series Load Balancer are on the same network segment. (If you don't have a router, this must be the case.) If your PC is set to "Obtain an IP Address automatically" (DHCP client), restart it. If your PC uses a Fixed (Static) IP address, ensure that it is using an IP Address within the range 192.168.1.2 to 192.168.1.254 and thus compatible with the Octolinks SW88 Series Load Balancer’s default IP Address of 192.168.1.1. Also, the Network Mask should be set to 255.255.255.0 to match the Octolinks SW88 Series Load Balancer defaults. In Windows, you can check these settings by using Control Panel-Network to check the Properties for the TCP/IP protocol.

Internet Access
Problem 1: Solution 1: When I enter a URL or IP address I get a time out error. A number of things could be causing this. Try the following troubleshooting steps.  Check if other PCs work. If they do, ensure that your PCs IP settings are correct. If using a Fixed (Static) IP Address, check the Network Mask, Default gateway and DNS as well as the IP Address. If the PCs are configured correctly, but still not working, check the Octolinks SW88 Series Load Balancer. Ensure that it is connected and ON. Connect to it and check its settings. (If you can't connect to it, check the LAN and power connections.) If the Octolinks SW88 Series Load Balancer is configured correctly, check your Internet connection (DSL/Cable modem etc) to see if your load balancer is connected to the Internet and that it is working correctly. You may use the diagnostic tools available in the Management Assistant menu to trouble shoot Internet access problems.

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Problem 2:

Some applications do not run properly when using the Octolinks SW88 Series Load Balancer. The Octolinks SW88 Series Load Balancer processes the data passing through it, so it is not transparent. Use the Special Applications feature to allow the use of Internet applications which do not function correctly. If this does not solve the problem, you may have to use the DMZ function. This should work with most applications. Note :   The SPI firewall is disabled for DMZ PCs. Only one (1) PC can use this feature per public IP (WAN) address.

Solution 2:

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