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8e6

Enterprise Reporter

3.0

USER’S GUIDE

Summary of content (215 pages)

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8e6 Enterprise Reporter 3.
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8E6 ENTERPRISE REPORTER 3.0 USER’S GUIDE © 2003 8e6 Technologies All rights reserved. 828 W. Taft Ave., Orange, CA 92865, USA Version 1.07, published August 2003 Printed in the United States of America This document may not, in whole or in part, be copied, photocopied, reproduced, translated, or reduced to any electronic medium or machine readable form without prior written consent from 8e6 Technologies. Every effort has been made to ensure the accuracy of this document.
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CONTENTS CONTENTS ENTERPRISE REPORTER 3.0 OVERVIEW ............................. 11 Operations ........................................................................................... 11 Components ........................................................................................ 12 Hardware ........................................................................................ 12 Software .......................................................................................... 12 Environment ..
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CONTENTS Add/Edit/Delete Administrators screen ............................... 29 View a List of Administrators .......................................... 30 Add an Administrator ...................................................... 30 Edit an Administrator’s Login ID ..................................... 30 Delete an Administrator .................................................. 31 Network Settings screen ..................................................... 31 Set up/Edit IP Addresses ................
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CONTENTS Shut Down screen ............................................................... 55 Server Action Selections ................................................ 55 Perform a Server Action ................................................. 56 Database Menu ........................................................................ 57 User Name Identification screen ......................................... 57 View the User Name Identification screen .....................
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CONTENTS View, Modify Server Information ......................................... 96 Log In ....................................................................................... 99 Server Statistics ................................................................ 100 Date Scopes ................................................................ 100 Expiration Info .............................................................. 101 ER Activity ................................................................
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CONTENTS User Permissions ................................................................... 128 Add User ........................................................................... 128 User Information frame ..................................................... 130 Add User to a User Group ........................................... 130 Remove User from a User Group ................................ 130 Group Information frame ...................................................
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CONTENTS Save icon .......................................................................... 149 View icon ........................................................................... 150 View, Print the Report .................................................. 151 Double Break Information dialog box ........................... 152 Generate Chart box ..................................................... 153 Print icon ...........................................................................
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CONTENTS Site/IPs ................................................................................... 188 Site/Users ............................................................................... 189 Category Groups Report ............................................................... 190 User Groups Report ...................................................................... 190 Page/Object Reports ....................................................................
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OVERVIEW ENTERPRISE REPORTER 3.0 OVERVIEW T hough many companies have Internet filtering solutions to prevent employees from accessing inappropriate, nonwork related Web sites, simply blocking these sites is not enough. Administrators want the ability to know who is accessing which site, the duration of each site visit, and the frequency of these visits.
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OVERVIEW Components Hardware • High performance server • One or more high-capacity hard drives • Optional: One or more Network Attached Storage (NAS) devices Software • Linux OS • Graphical User Interface (GUI) application utilized by authorized administrators to configure and maintain the ER 3.
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OVERVIEW Environment Client Workstation Requirements Minimum system requirements include the following: • 450 MHz CPU • 256 MB RAM • 1024 x 768 display • 1 GB free hard drive space • Windows 98, 2000, NT 4.0, or XP operating system • Internet Explorer (IE) Version 5.0 or later Network Requirements • High-speed connection from the ER 3.0 Server to the Web access logging device(s) • High-speed connection from the ER 3.0 Server to the Client workstation(s) 8E6 TECHNOLOGIES, ENTERPRISE REPORTER 3.
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OVERVIEW How to Use this Manual Organization This User’s Guide is organized into the following sections: • Overview - This section provides information on the ER 3.0 application, and how to use this manual to help you configure the ER 3.0 Server and Client. • Administrator Section - Refer to this section for information on configuring and maintaining the ER 3.0 Server via the Administrator GUI application.
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OVERVIEW Conventions The following icons are used throughout this User’s Guide: NOTE: The “note” icon is followed by italicized text providing additional information about the current topic. TIP: The “tip” icon is followed by italicized text giving you hints on how to execute a task more efficiently. WARNING: The “warning” icon is followed by italicized text cautioning you about making entries in the application, executing certain processes or procedures, or the outcome of specified actions.
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OVERVIEW Terminology The following terms are used throughout this User’s Guide. Sample images (not to scale) are included for each item. • alert box - a message box that opens in response to an entry you made in a dialog box, window, or screen. This box often contains a button (usually labeled “OK”) for you to click in order to confirm or execute a command. • arrow - a triangular-shaped object or button that displays in a window or on a screen.
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OVERVIEW clicking a button (such as “Yes” or “No”, or “Next” or “Cancel”) to execute your command. As dictated by this box, you also might need to make one or more entries or selections prior to clicking a button. • field - an area in a dialog box, window, or screen that either accommodates your data entry, or displays pertinent information. A text box is a type of field.
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OVERVIEW • pull-down menu - a field in a dialog box, window, or screen that contains a down-arrow to the right. When you click the arrow, a menu of items displays from which you make a selection. • radio button - a small, circular object in a dialog box, window, or screen used for selecting an option. This object allows you to toggle between two choices. By clicking a radio button, a dot is placed in the circle, indicating that you selected the option. When the circle is empty, the option is not selected.
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ADMINISTRATOR SECTION: INTRODUCTION ADMINISTRATOR SECTION Introduction The authorized administrator of the ER 3.0 Server is responsible for integrating the Server into the existing network, and providing the Server a high-speed connection to the designated logging device(s) and remote Client workstations. To attain this objective, the administrator performs the following tasks: • executes Quick Start procedures defined in the four-page Quick Start Guide leaflet packaged with the ER 3.
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ADMINISTRATOR SECTION: CHAPTER 1 - ACCESSING THE SERVER Chapter 1: Accessing the Server Preliminary Network Settings To initially set up your ER 3.0 Server, follow the instructions in the Quick Start Guide, the four-page leaflet packaged with your ER 3.0. This guide explains how to perform the initial configuration of the Server so that it can be accessed via an IP address on your network. NOTE: If you do not have the ER 3.
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ADMINISTRATOR SECTION: CHAPTER 1 - ACCESSING THE SERVER Procedures for Logging On, Off the Server WARNING: In order to prevent data from being lost or corrupted while the Server is running, the Server should be connected to a UPS or other battery backup system. Log On 1. In the login dialog box, type in the generic User Name admin, and Password reporter, if you have not yet set up your own user name and password. Otherwise, enter your personal User Name and Password. 2.
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ADMINISTRATOR SECTION: CHAPTER 1 - ACCESSING THE SERVER Fig. 1:1-1 Administrator GUI, main screen, first-time access Specify the Server’s function 1. Click the appropriate radio button to specify the function of the Server: • choose Live if you wish the Server to function in the “live” mode, receiving and processing real time data from the Web access logging device. • choose Archive if you wish the Server to function in the “archive” mode, solely as a receptacle for historical, archived files.
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ADMINISTRATOR SECTION: CHAPTER 1 - ACCESSING THE SERVER TIP: After choosing the function for the ER 3.0 Server box on the main screen, if you have not previously set up your own user name and password, you should do so before entering any Server settings. Set up an Administrator Login ID NOTE: If you have already set up your user name and password, you can skip this section. 1.
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ADMINISTRATOR SECTION: CHAPTER 1 - ACCESSING THE SERVER 2. Select New Administrators from the pull-down menu. 3. In the User Name field, enter up to 20 upper- and/or lowercase alphanumeric characters, without spaces. 4. In the Password field, enter up to eight alphanumeric characters in upper- or lowercase characters, or a combination of both. The password is case sensitive. For security purposes, an asterisk displays for each character entered. 5.
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ADMINISTRATOR SECTION: CHAPTER 2 - CONFIGURING THE ER 3.0 SERVER Chapter 2: Configuring the ER 3.0 Server Administrator GUI After logging on the Server, the main screen of the Administrator GUI displays in your Web browser: Fig. 1:2-1 Administrator GUI, main screen The Administrator GUI is used for configuring and maintaining the ER 3.0 Server. Settings made in the Administrator GUI affect the Client reporting application.
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ADMINISTRATOR SECTION: CHAPTER 2 - CONFIGURING THE ER 3.0 SERVER NOTE: The mode of the Server displays on the main screen. More information about the “live” and “archive” Server box modes can be found in the Box Mode sub-section under the Network Menu section in this chapter. TIP: When making a complete configuration of the Server, 8e6 Technologies recommends you navigate from left to right (Network to Server to Database) in choosing your menu options.
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ADMINISTRATOR SECTION: CHAPTER 2 - CONFIGURING THE ER 3.0 SERVER Box Mode The Server box mode displays by default when you first log on the Server, or when the Box Mode option is selected from the Network menu. (See Figs. 1:2-1 and 1:2-2.) The box mode indicates whether the Server box is functioning in the “live” mode, or in the “archive” mode. When the box mode displays on the screen, you can view the current mode set for the Server, and can change this setting, if necessary.
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ADMINISTRATOR SECTION: CHAPTER 2 - CONFIGURING THE ER 3.0 SERVER Change the Box Mode 1. Click the Change Mode button to display the two box mode options on the screen: Fig. 1:2-3 Change Box Mode 2. Click the radio button corresponding to Live or Archive to specify the mode in which the Server should function. 3. Click the Apply button to confirm your selection. The “new” mode will be in effect after the Server is restarted.
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ADMINISTRATOR SECTION: CHAPTER 2 - CONFIGURING THE ER 3.0 SERVER Add/Edit/Delete Administrators screen The Add/Edit/Delete Administrators screen displays when the Administrators option is selected from the Network menu. This screen is used for viewing, adding, editing, and deleting the login ID of personnel authorized to configure the Server. For security purposes, administrators should be the first users set up on the Server. Fig.
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ADMINISTRATOR SECTION: CHAPTER 2 - CONFIGURING THE ER 3.0 SERVER View a List of Administrators To view a list of administrator user names, click the down arrow at the New Administrator field. If no administrator has yet been assigned to the Server, no selections display except for the default “admin” user name. Add an Administrator 1. Select New Administrator from the pull-down menu. 2.
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ADMINISTRATOR SECTION: CHAPTER 2 - CONFIGURING THE ER 3.0 SERVER Delete an Administrator 1. Select the administrator’s user name from the pull-down menu. 2. After the administrator’s login ID information populates the fields, click the Delete button to remove the administrator’s user name from the choices in the pull-down menu. Network Settings screen The Network Settings screen displays when the Network Setting option is selected from the Network menu.
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ADMINISTRATOR SECTION: CHAPTER 2 - CONFIGURING THE ER 3.0 SERVER Set up/Edit IP Addresses TIP: In order for the Server to effectively communicate with your system, be sure all fields contain accurate information before saving your settings. 1. Enter or edit an IP address in each appropriate field: • In the Host Name field, enter the address or URL that will be used for accessing the Administrator GUI. This entry should include the full, qualified domain name, and the “host” name for the box (i.e.
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ADMINISTRATOR SECTION: CHAPTER 2 - CONFIGURING THE ER 3.0 SERVER Routing Table screen The Routing Table screen displays when the Routing Table option is selected from the Network menu. This screen is used for viewing, building, and maintaining a list of routers— network destination and gateway IP addresses—the Server will use for communicating with other segments of the network. You will only need to set up a routing table if your local network is interconnected with another network. Fig.
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ADMINISTRATOR SECTION: CHAPTER 2 - CONFIGURING THE ER 3.0 SERVER column, and the IP address of the portal that will transfer data packets to and from the Internet displays in the Gateway column. Add a Router 1. In the Destination field, enter the IP address of the network to which data packets will be forwarded. 2. At the Network Mask pull-down menu, specify the number (1-32) of the subnet mask that will be used for grouping IP addresses on the same local network. 3.
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ADMINISTRATOR SECTION: CHAPTER 2 - CONFIGURING THE ER 3.0 SERVER Time Settings screen The Time Settings screen displays when the Time Setting option is selected from the Network menu. This screen is used for specifying the time zone and network time to be used by the Server when generating reports via the Client application. Fig. 1:2-7 Time Settings screen Specify the Time Zone 1. At the Region pull-down menu, select your country from the available choices. 2.
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ADMINISTRATOR SECTION: CHAPTER 2 - CONFIGURING THE ER 3.0 SERVER 3. Click the Save button. WARNING: The time zone set for the ER 3.0 should be the same one set for each Web access logging device to be used by the ER 3.0. These “like” settings ensure consistency when tracking the logging times of all users on the network. Specify Network Time Protocol Servers IP addresses of servers running Network Time Protocol (NTP) software are entered in the Server fields.
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ADMINISTRATOR SECTION: CHAPTER 2 - CONFIGURING THE ER 3.0 SERVER Update the Time on the Server After you have saved the IP addresses of NTP servers you wish your Server to access, click the NTP Update button to synchronize the clock on your Server with the NTP server clocks. Network Diagnostics screen The Network Diagnostics screen displays when the Diagnostics option is selected from the Network menu.
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ADMINISTRATOR SECTION: CHAPTER 2 - CONFIGURING THE ER 3.0 SERVER Ping The ping utility is used for verifying whether the Server can communicate with a machine at a given IP address within the network, and the speed of the network connection. 1. In the Ping frame, enter the IP address or host name of the specific Internet address to be contacted (pinged). 2. Click the Ping button to display the results found by the Server, as shown on the sample screen: Fig.
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ADMINISTRATOR SECTION: CHAPTER 2 - CONFIGURING THE ER 3.0 SERVER but zero (0) packets were received by the designated machine, for a total of three (3) errors and a 100 percent packet loss. TIP: If the machine cannot be contacted, be sure the ping feature on that machine is turned on. NOTE: To ping another IP address, click the Back button in your browser window, then click the Clear button in the Ping frame, and follow the procedures documented in this sub-section.
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ADMINISTRATOR SECTION: CHAPTER 2 - CONFIGURING THE ER 3.0 SERVER Fig. 1:2-10 Trace Route results As indicated by the results for the sample entry, the packet made 30 hops. For each line in the report, the hop number displays, followed by the IP address or host name; the IP address in parentheses; and the maximum, minimum, and average response time in milliseconds.
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ADMINISTRATOR SECTION: CHAPTER 2 - CONFIGURING THE ER 3.0 SERVER Server Menu The Server pull-down menu includes options for setting up processes for maintaining the Server. These options are: Backup, Self-Monitoring, Server Status, Secure Access, Software Update, and Shut Down. Fig. 1:2-11 Server menu, main screen Backup screen The Backup screen displays when the Backup option is selected from the Server menu.
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ADMINISTRATOR SECTION: CHAPTER 2 - CONFIGURING THE ER 3.0 SERVER Fig. 1:2-12 Backup screen Backup Procedures Although automatic backups to a local ER 3.0 hard drive are scheduled nightly by default, it is important that the ER 3.0 administrator implements a backup policy to ensure data integrity and continuity in the event of any possible failure scenario. This policy should include frequent, remote backups, such that raw logs and ER 3.
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ADMINISTRATOR SECTION: CHAPTER 2 - CONFIGURING THE ER 3.0 SERVER Some scenarios and action plans to consider include the following: • The ER 3.0 database becomes corrupted - Correct the root problem. Restore the database from the most recent ER 3.0 backup, and reprocess raw logs up to the current date and time. • The data drive fails - Replace the data drive. Restore the database from the ER 3.0 backup drive, and reprocess raw logs up to the current date and time.
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ADMINISTRATOR SECTION: CHAPTER 2 - CONFIGURING THE ER 3.0 SERVER 2. In the Confirm Password field, re-enter the password in the exact format used in the Password field. An asterisk displays for each character entered in this field. 3. Click the Apply button to save your entries. The updated Account ID will be activated after two minutes.
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ADMINISTRATOR SECTION: CHAPTER 2 - CONFIGURING THE ER 3.0 SERVER 1. Click the Manual Backup button in the Internal Backup/ Restore Action frame to specify that you wish to back up live data to the ER 3.0 Server’s internal backup drive. 2. On the Confirm Backup/Restore screen, click the Yes button to back up the database tables and indexes. WARNING: 8e6 recommends that you do not perform other functions on the ER 3.0 Server until the backup is complete.
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ADMINISTRATOR SECTION: CHAPTER 2 - CONFIGURING THE ER 3.0 SERVER Perform a Restoration to the ER 3.0 Server There are two parts in performing a restoration of data to your ER 3.0 Server. Part one requires data to be loaded on the remote server and then FTPed to the ER 3.0 Server. Part two requires the FTPed data to be restored on the ER 3.0 Server. NOTE: Before restoring backup data to the ER 3.0 Server, be sure you have enough space on the ER 3.0 Server. Data that is restored to the ER 3.
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ADMINISTRATOR SECTION: CHAPTER 2 - CONFIGURING THE ER 3.0 SERVER Self Monitoring screen The Self Monitoring screen displays when the Self-Monitoring option is selected from the Server menu. This screen is used for setting up and maintaining e-mail addresses of contacts who will receive automated notifications if problems occur with the network. Possible alerts include situations in which a daemon stops running, software fails to run, corrupted files are detected, or a power outage occurs. Fig.
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ADMINISTRATOR SECTION: CHAPTER 2 - CONFIGURING THE ER 3.0 SERVER View a List of Contact E-Mail Addresses If this feature is currently activated, the e-mail address of the Master Administrator displays on this screen, along with any other contacts set up as Choice one - four. Set up and Activate Self-Monitoring 1. Click the radio button corresponding to YES. 2. Enter the Master Administrator’s E-Mail Address. 3.
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ADMINISTRATOR SECTION: CHAPTER 2 - CONFIGURING THE ER 3.0 SERVER Server Status screen The Server Status screen displays when the Server Status option is selected from the Server menu. This screen, which automatically refreshes itself every 10 seconds, displays the statuses of processes currently running on the Server, and provides information on the amount of space and memory used by each process. Fig.
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ADMINISTRATOR SECTION: CHAPTER 2 - CONFIGURING THE ER 3.0 SERVER • CPU Utilization - includes CPU process data and information on the status of the top command • Disk drives status - provides data on the status of each drive of the operating system • NETSTAT - displays the status of a local IP address Secure Access screen The Secure Access screen displays when the Secure Access option is selected from the Server menu.
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ADMINISTRATOR SECTION: CHAPTER 2 - CONFIGURING THE ER 3.0 SERVER Activate a Port to Access the Server 1. After the administrator at the customer’s site authorizes you to use a designated port to access their Server, enter that number at the Port # field. 2. Click the Start button to activate the port. This action enters the port number in the list box above, replacing the text: “No connection”. TIP: Follow steps 1-2 to activate additional ports. Fig. 1:2-16 Port entries Terminate a Port Connection 1.
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ADMINISTRATOR SECTION: CHAPTER 2 - CONFIGURING THE ER 3.0 SERVER 2. Click the Stop button to terminate the port connection. This action removes the port number from the list box. Terminate All Port Connections If more than one port is currently active on the customer’s Server and you need to terminate all port connections, click the Stop All button. This action removes all port numbers from the list box.
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ADMINISTRATOR SECTION: CHAPTER 2 - CONFIGURING THE ER 3.0 SERVER View Installed Patches Any patch previously installed on the Server displays in the ER Patch History frame. For each installed patch, the Date installed (YYYY/MM/DD), and patch Name and Description display. Retrieve a Patch 1. In the Retrieve Patch Updates frame, click the hyperlink (“here”) to launch a browser window for the Web page “Software Updates: Enterprise Reporter (ER) Patches” (http://www.8e6technologies.com/patches/er.
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ADMINISTRATOR SECTION: CHAPTER 2 - CONFIGURING THE ER 3.0 SERVER Fig. 1:2-18 Software Updates for the ER 3.0 NOTES: After installing the patch, you must restart the Software by selecting the Restart Software option on the Shut Down screen. A patch can be uninstalled by clicking the Undo button beside the patch in the Name column of the ER Patch History frame. 54 8E6 TECHNOLOGIES, ENTERPRISE REPORTER 3.
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ADMINISTRATOR SECTION: CHAPTER 2 - CONFIGURING THE ER 3.0 SERVER Shut Down screen The Shut Down screen displays when the Shut Down option is selected from the Server menu. This screen is used to restart or shut down the Server’s software or hardware. Fig. 1:2-19 Shut Down screen Server Action Selections • Restart the Server’s Hardware - The Restart Hardware option should be selected if the Server box needs to be rebooted—for example, when applying certain hardware configurations.
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ADMINISTRATOR SECTION: CHAPTER 2 - CONFIGURING THE ER 3.0 SERVER When the Server is running again, these files are FTPed to the Server. • Shut Down the Server’s Hardware - The Shutdown Hardware option should only be selected if the Server’s hardware must be completely shut down—for example, if the Server box will be physically relocated. When this option is selected, the Server box shuts off, and files normally FTPed to the Server will be routed to a problem directory in the logging device.
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ADMINISTRATOR SECTION: CHAPTER 2 - CONFIGURING THE ER 3.0 SERVER Database Menu The Database pull-down menu includes options for configuring the database. These options are: IP.ID, Elapsed Time, Tools, and Expiration. Fig. 1:2-20 Database menu, main screen User Name Identification screen The User Name Identification screen displays when the IP.ID option is selected from the Database menu.
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ADMINISTRATOR SECTION: CHAPTER 2 - CONFIGURING THE ER 3.0 SERVER Fig. 1:2-21 User Name Indentification screen with IP.ID activated 58 8E6 TECHNOLOGIES, ENTERPRISE REPORTER 3.
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ADMINISTRATOR SECTION: CHAPTER 2 - CONFIGURING THE ER 3.0 SERVER As the administrator of the Server, you have the option to either enable or disable this feature for logging users’ activities by usernames, machine names, and/or IP addresses of machines. WARNINGS The ER 3.0 will generate NetBIOS requests outside the network if IP.ID is activated and if no segment settings have been specified in the configuration of the Web access logging device—causing it to log external traffic.
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ADMINISTRATOR SECTION: CHAPTER 2 - CONFIGURING THE ER 3.0 SERVER View the User Name Identification screen If user name identification has been enabled and configurations have been made on this screen, the IP.ID frame will be populated. The frame with addresses, machines, and usernames to ignore also may be populated. Configure the Server to Log User Activity 1. Click the radio button corresponding to Enable. NOTE: The IP.
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ADMINISTRATOR SECTION: CHAPTER 2 - CONFIGURING THE ER 3.0 SERVER Static IP Assignment 1. Click in the Static IP assignment checkbox to select the option for logging a user’s activity by the IP address of the machine used. When this option is selected, the Update button in the Instant Static IP Update frame is activated. 2. Click the Update button to automatically generate a table of static IP addresses and machine names.
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ADMINISTRATOR SECTION: CHAPTER 2 - CONFIGURING THE ER 3.0 SERVER Deactivate User Name Identification 1. Click the radio button corresponding to Disable. 2. Click the Save button. Page View Elapsed Time screen The Page View Elapsed Time screen displays when the Elapsed Time option is selected from the Database menu.
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ADMINISTRATOR SECTION: CHAPTER 2 - CONFIGURING THE ER 3.0 SERVER Establish the Unit of Elapsed Time for Page Views 1. In the Elapse Time field, enter the number of seconds that will be used as the value when tracking a user’s visit to a Web site. 2. Click the Save button. Elapsed Time Rules Each time a user on the network accesses a Web site, this activity is logged as one or more visit(s) to that site.
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ADMINISTRATOR SECTION: CHAPTER 2 - CONFIGURING THE ER 3.0 SERVER For example, if the value entered at the Elapse Time field is 10 seconds and the user spends five seconds on a Web site, then exits, then returns to the same site for another 15 seconds, the user will have two sessions or three visits to that site logged for him/her (5 seconds = 1 visit, 15 seconds = 2 visits, for a total of 3 visits). Tools screen The Tools screen displays when the Tools option is selected from the Database menu.
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ADMINISTRATOR SECTION: CHAPTER 2 - CONFIGURING THE ER 3.0 SERVER The following options are available on this screen: • View Diagnostic Reports • View Database Status Logs • Change Database (Client) Password View Diagnostic Reports 1. Choose a report from the pull-down menu (Table Status, Process List, Full Process List, Tables, or Daily Summary). 2.
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ADMINISTRATOR SECTION: CHAPTER 2 - CONFIGURING THE ER 3.0 SERVER 2. Click the View button to view the selected database status log in a popup window: • db Combine - This log shows the status of database records combined from different machines. • db Split - This log includes the status of records that are moved from one table to another in the database. • db Identify - This log shows the status of records that populated tables in the database. • Error Entries - This log displays a list of query errors.
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ADMINISTRATOR SECTION: CHAPTER 2 - CONFIGURING THE ER 3.0 SERVER 3. In the Verify Password field, re-enter the password in the exact format used in the New Password field. An asterisk displays for each character entered at this field. 4. Click the Change button to display the screen confirming that the password has been changed. 5. Click the Back button of the browser window to return to the Tools screen.
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ADMINISTRATOR SECTION: CHAPTER 2 - CONFIGURING THE ER 3.0 SERVER statistics on the amount of data currently stored on the Server box, and provides an estimated date when that data will expire. By reviewing the current database disk space utilization and the average number of daily hits on your Server, adjustments can be made to the number of weeks of live and archive data you wish to store in the future before that data expires.
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ADMINISTRATOR SECTION: CHAPTER 2 - CONFIGURING THE ER 3.0 SERVER Since archive data contain no indexes, they occupy less space on the Server than live data—which include indexes and pages/objects. However, reports generated for periods of time with archive data take longer to process since indexes are not included for that data. • Expire - pertains to the action of dropping data from the Server when there is no room left on the hard drive for additional storage.
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ADMINISTRATOR SECTION: CHAPTER 2 - CONFIGURING THE ER 3.0 SERVER View Data Storage Statistics In the Status section of this screen, the date and time of the last database expiration displays in the Status bar. The date displays in the YYYY-MM-DD format, and the time displays in military time (01-24 hours) using the HH:MM:SS time format.
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ADMINISTRATOR SECTION: CHAPTER 2 - CONFIGURING THE ER 3.0 SERVER • Current archive data (yearweekno/date scope) - the range of dates and times of archive data currently stored on the Server. The first line displays the range of year(s) and weeks in the YYYYWW format, where “Y” represents the year, and “W” represents the week number in that year (01-52). The second line displays the first date and time in the range of archive data currently stored on the Server.
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ADMINISTRATOR SECTION: CHAPTER 2 - CONFIGURING THE ER 3.0 SERVER • Last 8 weeks hits/day average - the average number of hits on the Server per day, based on the last eight weeks of data stored on the Server. The following data that displays is current as of the last changes made in the Change Settings section of the screen: • Estimated total week(s) of live data - the number of weeks of live data the Server will store, based on your specifications.
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ADMINISTRATOR SECTION: CHAPTER 2 - CONFIGURING THE ER 3.0 SERVER Change Data Storage Settings The Change Settings section of the screen is used for updating the amount of data that will be stored on the Server box in the future. By making an entry in this section of the screen, you dictate how data on the box will expire. At the Hits/day field, the number of hits on the Server per day displays. This is the same figure that displays in the Last 8 weeks hits/day average field in the Status section above. 1.
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ADMINISTRATOR SECTION: CHAPTER 2 - CONFIGURING THE ER 3.0 SERVER TIP: 8e6 recommends that you set up your Server to store more live data than archive data for the benefit of administrators and managers who generate reports via the Client application. Report processing times are slower when generating reports that include non-indexed data.
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CLIENT USER SECTION: INTRODUCTION CLIENT USER SECTION Introduction This section of the User’s Guide provides instructions to administrators on how to install software on workstations to run the Client application, and information to managers on how to utilize this application to generate report views and interpret results. Before installing the ER 3.0 Client application, the ER 3.
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CLIENT USER SECTION: CHAPTER 1 - WORKSTATION CONFIGURATION Chapter 1: Workstation Configuration Installation Components In order to use the Client, the three components of this application must be installed: • Open Data Base Connectivity (ODBC) Driver - enables the Client application to access data in the database via SQL • Microsoft Access Runtime - engine used for sorting, searching, and filtering the database when processing a query • Client application - tool used for generating views from the database
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CLIENT USER SECTION: CHAPTER 1 - WORKSTATION CONFIGURATION Install the ODBC Driver 1. Open the ODBC DRIVER folder to display folders containing ODBC drivers for Microsoft Windows 9x-based and NTbased operating systems: Fig. 2:1-1 ODBC folder 2. Click on the folder corresponding to your machine type: • MYSQL ODBC FOR 9x - ODBC driver for Windows 98, and ME. • MYSQL ODBC FOR NT - ODBC driver for Windows 2000, NT 4.0, and XP. 3. With the folder of your choice opened, click the SETUP.
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CLIENT USER SECTION: CHAPTER 1 - WORKSTATION CONFIGURATION Fig. 2:1-2 Microsoft ODBC dialog box 4. Click Continue to open the Install Drivers dialog box: Fig. 2:1-3 Install Drivers dialog box 5. From the list of Available ODBC Drivers, click on MySQL to highlight this selection, then click OK to copy files from the CD to your hard drive: Fig. 2:1-4 Copying Files dialog box 78 8E6 TECHNOLOGIES, ENTERPRISE REPORTER 3.
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CLIENT USER SECTION: CHAPTER 1 - WORKSTATION CONFIGURATION After the files are copied to your machine, the Data Sources dialog box opens, displaying a list of available drivers: Fig. 2:1-5 Data Sources dialog box 6. Click Close to display the Microsoft ODBC Setup alert box with a message indicating the driver has been successfully installed: Fig. 2:1-6 Microsoft ODBC alert box 7. Click OK to close the alert box and to return to your desktop. You can now install Microsoft Access Runtime.
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CLIENT USER SECTION: CHAPTER 1 - WORKSTATION CONFIGURATION Install Microsoft Access Runtime With the ODBC driver installed, you are ready to install MS Access Runtime. 1. Open the MS RUNTIME folder and click the setup.exe icon to display the MS Access Runtime - Ready to Install dialog box: Fig. 2:1-7 Microsoft Access Runtime dialog box 2. Click the button corresponding to Customize to open the Installation Location dialog box: 80 8E6 TECHNOLOGIES, ENTERPRISE REPORTER 3.
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CLIENT USER SECTION: CHAPTER 1 - WORKSTATION CONFIGURATION Fig. 2:1-8 Installation Location dialog box 3. At the Install Runtime field, specify the location where the application will be installed. The default path is C:\Program Files\Microsoft Office\ART\. TIP: 8e6 recommends that you create a folder named 8e6 SQL on your local “C” drive and install Access Runtime in this folder. 4. After specifying the installation path, click OK to reopen the Access Runtime - Ready to Install dialog box (see Fig.
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CLIENT USER SECTION: CHAPTER 1 - WORKSTATION CONFIGURATION An alert box pops up with message to inform you when the installation is complete. 6. Click OK to close the alert box and to return to your desktop. You can now download and install the Client application. Download and Install the Client After the ODBC driver and MS Access Runtime are installed, the Client application should be downloaded from 8e6’s Web site and installed on your machine.
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CLIENT USER SECTION: CHAPTER 1 - WORKSTATION CONFIGURATION Fig. 2:1-10 Upgrades/Tools page, Enterprise Reporter 3.0 circled 2. In the Enterprise Reporter 3.0 section of the page, click on the link for the latest Reporter.exe file. 3. In the Save As popup window, save the file to your machine, then close the popup window and the Web page. TIP: 8e6 recommends saving the “.exe” file on the desktop of your workstation. This self-extracting Zip file will open when you click on it.
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CLIENT USER SECTION: CHAPTER 1 - WORKSTATION CONFIGURATION Install the Client 1. If you saved the Reporter.exe file to your desktop, click on the Reporter.exe icon: This action opens the dialog box warning you that the Client application will only work if connected to an ER 3.0 Server: Fig. 2:1-11 Warning dialog box 2. Click Yes to open the dialog box for the self-extracting Zip file: Fig. 2:1-12 Reporter.exe self-extracting Zip file 3.
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CLIENT USER SECTION: CHAPTER 1 - WORKSTATION CONFIGURATION Fig. 2:1-13 Installation Wizard 4. Click the Next button to tell the Wizard to search your machine for pertinent files that were installed: Fig. 2:1-14 Searching for files 8E6 TECHNOLOGIES, ENTERPRISE REPORTER 3.
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CLIENT USER SECTION: CHAPTER 1 - WORKSTATION CONFIGURATION 5. Once all pertinent files have been located, click Next to select the folder in which the Client application will be installed: Fig. 2:1-15 Specify folder for Client installation 6. Click Next to install the Client application on your machine: Fig. 2:1-16 Installing the Client application 86 8E6 TECHNOLOGIES, ENTERPRISE REPORTER 3.
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CLIENT USER SECTION: CHAPTER 1 - WORKSTATION CONFIGURATION After the Client has been installed, the automatic reporting option becomes available to you: Fig. 2:1-17 Automatic Report Setup 7. You must either set up automatic reporting or bypass this option. By choosing automatic reports, the Microsoft Task Scheduler will generate reports at the time interval specified via this Wizard.
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CLIENT USER SECTION: CHAPTER 1 - WORKSTATION CONFIGURATION • To set up automatic reporting, specify the following criteria: a. Username - enter the alphanumeric, case sensitive username of the user at this workstation. b. Password - enter the alphanumeric, case sensitive password of the user. c. Interval - specify the interval of time when reports will be generated (every 15 or 30 minutes; every hour; or every 2, 4, 12, or 24 hours). d. Click the Next button. • To bypass this option, click the Skip button.
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CLIENT USER SECTION: CHAPTER 1 - WORKSTATION CONFIGURATION 8. Click the Finish button to close the Wizard and to return to your desktop where you will find a shortcut to the Client application (reporter.mde file): Update the Server Address and Password WARNING: Before you can use the Client, you must change the entry for the Server address and database password. 1. Launch the Client application by clicking on the Enterprise Reporter icon (reporter.
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CLIENT USER SECTION: CHAPTER 1 - WORKSTATION CONFIGURATION Fig. 2:1-20 Admin: Form popup box 3. In the Admin Password field, type in the default password admin exactly as shown here, in lowercase letters. 4. Click the Server Info button to display the Server and ODBC Information box: Fig. 2:1-21 Unchanged IP address and password 5. In the MySQL Hostname or IP field, change the entry from “1.2.3.4” to the IP address of your ER 3.
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CLIENT USER SECTION: CHAPTER 1 - WORKSTATION CONFIGURATION NOTE: If you don’t know the IP address, contact the administrator of your ER 3.0 Server. For more information about the IP address, see the Network Settings screen sub-section under the Network menu in the Administrator Section. 6. In the Database Password field, change the entry from “8e6ReporT” to the password set up for the ER 3.0 Server, if necessary.
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CLIENT USER SECTION: CHAPTER 1 - WORKSTATION CONFIGURATION Uninstall the Client, Install New Release Follow these steps if you have the Client application installed on your workstation and would like to replace that version with a new release of the application. NOTE: Before uninstalling the Client from your workstation, be sure that the application is not currently open on your machine. 1. After downloading the new release of the Reporter.
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CLIENT USER SECTION: CHAPTER 1 - WORKSTATION CONFIGURATION 4. Click OK to open the confirmation dialog box for uninstalling the application: Fig. 2:1-23 Confirmation dialog box 5. Click OK to display the Maintenance Complete Wizard that indicates the Client application has been uninstalled: Fig. 2:1-24 Maintenance Complete 6. Click the Finish button to close the Wizard and to return to your desktop. 7.
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CLIENT USER SECTION: CHAPTER 2 - ACCESSING THE CLIENT Chapter 2: Accessing the Client Launch the Client Application Launch the Client application by clicking on the Enterprise Reporter icon (reporter.mde file) located on your desktop or in the folder where the icon was saved: Login window The login window displays when you access the Client application.
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CLIENT USER SECTION: CHAPTER 2 - ACCESSING THE CLIENT Administrator Details To change the password of the administrator, or to modify server components—including the manager’s username and password—click the Admin Details button to open the Admin: Form popup box: Fig. 2:2-2 Admin: Form popup box Change the Administrator Password NOTE: The administrator password is different than the manager password, the latter which is used at the Password field in the login window. 1.
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CLIENT USER SECTION: CHAPTER 2 - ACCESSING THE CLIENT Fig. 2:2-3 Changing Admin Password box 3. In the New Password field, enter an alphanumeric password in upper- and/or lowercase characters. 4. In the Again field, re-enter the password in the exact format used at the New Password field. 5. Click the OK button to accept your changes and to close the popup box. As a result of this action, a confirmation message displays: Fig. 2:2-4 Password alert box 6.
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CLIENT USER SECTION: CHAPTER 2 - ACCESSING THE CLIENT 1. In the Admin Password field of the Admin: Form popup box (see Fig. 2:2-2), if the administrator password has never been changed, type in the default password admin exactly as shown here, in lowercase letters. Otherwise, enter the administrator password. 2. Click the Server Info button to display the Server and ODBC Information box: Fig. 2:2-5 Server and ODBC Information box 3.
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CLIENT USER SECTION: CHAPTER 2 - ACCESSING THE CLIENT • Database Password - case sensitive, alphanumeric manager password to be used at the Password field in the Client login window (default is 8e6ReporT). WARNING: This password must be the same password entered on the Tools screen in the Administrator GUI. • Port (if not 3306) - port number (default is blank or zero) • SQL Command on Connect - SQL command when connection is made (default is blank) 4.
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CLIENT USER SECTION: CHAPTER 2 - ACCESSING THE CLIENT Log In In order to log in the Client, you must enter the manager username and password in the login window: Fig. 2:2-6 Client Login window 1. In the Username field, type in your username. If you have not had your username changed, enter the default username manager in lowercase letters, as shown here. 2. In the Password field, type in your password.
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CLIENT USER SECTION: CHAPTER 2 - ACCESSING THE CLIENT Fig. 2:2-7 ER Server Information popup box Server Statistics The ER Server Information popup box contains details about data storage on the ER 3.0 Server. This popup box is comprised of three frames: Date Scopes, ER Activity, and Expiration Info. in the upper right corner of the ER Server InforClick the mation popup box to close it. Date Scopes In the Date Scopes frame, the number of week(s) of data stored on the ER 3.
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CLIENT USER SECTION: CHAPTER 2 - ACCESSING THE CLIENT • Objects Date Scope - this date scope pertains only to objects currently stored on the Server. If this date scope overlaps the date ranges for indexed and non-indexed data currently stored on the Server, both live and archive items will be included in this date scope. Expiration Info In the Expiration Info frame, the following data displays: • Data Space Utilization - the percentage of database storage space currently being used on the ER 3.
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CLIENT USER SECTION: CHAPTER 2 - ACCESSING THE CLIENT 5. To view the chart, click the in the upper right corner of the ER Server Information popup box to close it. The top portion of the chart includes the title of the chart, and a graph showing the number of hits for the specified time period. The bottom portion of the chart includes the time measurement (day, week, or month) and the Number of Hits corresponding to each time measurement.
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CLIENT USER SECTION: CHAPTER 2 - ACCESSING THE CLIENT • Hits Per Week - If you selected Hits Per Week, each week within the date range is plotted on the graph, with the number of the week (1-52) and year labeled below. Fig. 2:2-9 Hits Per Week chart • Hits Per Month - If you selected Hits Per Month, each month within the date range is plotted on the graph, with the month and year labeled below. Fig. 2:2-10 Hits Per Month chart 8E6 TECHNOLOGIES, ENTERPRISE REPORTER 3.
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CLIENT USER SECTION: CHAPTER 2 - ACCESSING THE CLIENT You now have the option to print the chart, close the chart window, or generate a new chart. To print the chart, click File > Print. To close the chart window, click the corner of the window. in the upper right To generate a new chart: 1. Click the in the upper right corner of the chart window to close it, and to display the main menu: Fig. 2:2-11 Client application main menu 2.
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CLIENT USER SECTION: CHAPTER 2 - ACCESSING THE CLIENT Fig. 2:2-12 Settings box menu NOTE: If you are not the administrator, you will only see options for Event Schedule, My Account, Server Statistics, and Default Options. More about these buttons and icons—and the functions of their corresponding windows and screens—can be found in subsequent chapters in this Client User Section of the User’s Guide. 3. Click the Server Statistics button to re-open the ER Server Information popup box. 4.
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CLIENT USER SECTION: CHAPTER 2 - ACCESSING THE CLIENT Buttons The buttons on the main menu provide access to popup windows with options for customizing the Client application or for searching the database: • Settings - click this button to access options for customizing the Client application. • Specific Search - click this button to perform a search for pages or objects either viewed at a site or by a single user.
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CLIENT USER SECTION: CHAPTER 2 - ACCESSING THE CLIENT • Record - click this icon to open a dialog box where customized settings for a previously recorded report view can be viewed and modified, and the report can be run. • Exit - click this icon to log out of the Client. Details on each of these menu items are included in subsequent sub-sections. Log Out To log out of the Client application, click the Exit icon in the upper right corner of the browser window. the 8E6 TECHNOLOGIES, ENTERPRISE REPORTER 3.
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CLIENT USER SECTION: CHAPTER 3 - CUSTOMIZING THE CLIENT Chapter 3: Customizing the Client This chapter provides information on customizing the Client to generate reports based on your specified settings. Settings From the main menu, click the Settings button to open the Settings box that shows a menu of options for customizing the Client: Fig.
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CLIENT USER SECTION: CHAPTER 3 - CUSTOMIZING THE CLIENT NOTE: If you are not the administrator, you will only see options for Event Schedule, My Account, Server Statistics, and Default Options. Details about the My Account option can be found in the My Account sub-section. Click a button in this menu to open boxes or windows used for specifying your settings. Click the in the upper corner of the Settings box to exit.
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CLIENT USER SECTION: CHAPTER 3 - CUSTOMIZING THE CLIENT Click the in the upper right corner of the Scheduled Events box to exit this option. View Details or Edit a Scheduled Event In the Scheduled Events box, events display as rows of records. The following information is included for each record: Name assigned to the scheduled event, Interval when the report is scheduled to run, date Last Run, Report Name, Start Time for the report to run, and Creator of the schedule (login username).
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CLIENT USER SECTION: CHAPTER 3 - CUSTOMIZING THE CLIENT Fig. 2:3-3 Add Event to Schedule dialog box and Scheduled Events The following information displays in this dialog box: Name assigned to the scheduled event, selected Report to Run, interval When to Run the report, Day of the Week to run the report if the report is a daily report, and Start Time to run. Edit a Scheduled Event 1. In the Scheduled Events box, click the grey button in the Edit column for the event you wish to modify.
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CLIENT USER SECTION: CHAPTER 3 - CUSTOMIZING THE CLIENT Schedule an Event NOTE: To schedule an event, a report must already have been saved using the Record option. 1. In the Scheduled Events box, click the Add Event button to open the Add Event to Schedule dialog box: Fig. 2:3-4 Add Event to Schedule 2. Enter a Name for the event. 3. Select the Report to Run from the pull-down menu. 4. Select the frequency When to Run from the pull-down menu (Daily, Weekly, or Monthly).
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CLIENT USER SECTION: CHAPTER 3 - CUSTOMIZING THE CLIENT Delete a Scheduled Event 1. In the Scheduled Events box, click the grey button in the Delete column for the event you wish to delete. This action opens a dialog box with the message: “Are you sure you want to delete this event?” 2. Click Yes or No to execute your action and to close the dialog box.
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CLIENT USER SECTION: CHAPTER 3 - CUSTOMIZING THE CLIENT View Details for a Filter Category In the Category Information box, filter categories display as rows of records. The following information is included for each record: Short Name of the category, and its corresponding Descriptive name. In the Record field at the bottom of the box, the number of the selected record displays, along with the total number of records (categories).
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CLIENT USER SECTION: CHAPTER 3 - CUSTOMIZING THE CLIENT 2. Edit the Descriptive Name. This description for the filter category displays in the Categories column on the report screen. TIP: Click Cancel to return to the Category Information box without saving your edits. 3. Click Update to accept your modifications and to open the alert box with the message: “Category Updated!” 4. Click OK to close both the alert box and the dialog box. The update you made displays in the Category Information box.
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CLIENT USER SECTION: CHAPTER 3 - CUSTOMIZING THE CLIENT TIP: Click Cancel to return to the Category Information box without saving your entries. 4. Click Add to open an alert box displaying the message: “New Category Added!” 5. Click OK to close the alert box. 6. Click the in the upper right corner of the dialog box to close it. The new category entry displays in the Category Information box.
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CLIENT USER SECTION: CHAPTER 3 - CUSTOMIZING THE CLIENT The Category Group Setup box is comprised of two frames used for setting up and maintaining category groupings: Group Information, and Group Definitions. To exit this option, click Close. Group Information frame The Group Information frame displays to the left in the Category Group Setup box. In this frame you can add, rename, or delete a category group. Any category groups that were created display in the list box in this frame.
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CLIENT USER SECTION: CHAPTER 3 - CUSTOMIZING THE CLIENT Fig. 2:3-9 Edit a Category Group Name 3. In the New Name field, edit the category group name. TIP: Click Cancel if you wish to return to the Category Group Setup box without saving your modifications. 4. Click Ok to close the Group Rename dialog box and to open an alert box displaying the message: “Group renamed successfully!” 5. Click OK to close the alert box and to update the list box in the Group Information frame with your edits.
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CLIENT USER SECTION: CHAPTER 3 - CUSTOMIZING THE CLIENT 3. Click OK to close the alert box. NOTE: The category group you deleted also is removed from the Group Name pull-down menu in the Group Definitions frame to the right. Group Definitions frame The Group Definitions frame displays to the right in the Category Group Setup box. In this frame you define a category group by specifying which categories will belong to that group. Add Categories to a Category Group 1.
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CLIENT USER SECTION: CHAPTER 3 - CUSTOMIZING THE CLIENT Fig. 2:3-10 Add Categories to the Category Group 7. Click the in the upper right corner of the Add To Group popup box to close it. Delete a Category from a Category Group 1. Select a category group from the Group Name pull-down menu to display in the list box all categories for that category group. 2. Select the category to be removed by clicking on your choice to highlight it. 3.
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CLIENT USER SECTION: CHAPTER 3 - CUSTOMIZING THE CLIENT User Groupings The User Groupings option is used for defining a customized group of users, if you wish to run reports for certain users only. To create, edit, or delete a user group, click the User Groupings button in the Settings menu to open the User Group Setup box: Fig. 2:3-11 User Group Setup box The User Group Setup box is comprised of two frames used for setting up and maintaining user groupings: Group Information, and Group Definitions.
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CLIENT USER SECTION: CHAPTER 3 - CUSTOMIZING THE CLIENT Add a User Group 1. In the field to the left of the Add button, type in the name for the user group. 2. Click the Add button to add this entry to the list box above, and to display the message: “Group added successfully!” 3. Click OK to close the alert box. NOTE: The user group you added also displays in the Group Name pull-down menu in the Group Definitions frame to the right. Rename a User Group 1.
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CLIENT USER SECTION: CHAPTER 3 - CUSTOMIZING THE CLIENT NOTE: The user group you renamed also displays in the Group Name pull-down menu in the Group Definitions frame to the right. Delete a User Group 1. Select the user group from the list box by clicking on your choice to highlight it. 2. Click the Delete button to remove the user group from the list box and to open an alert box displaying the message: “Group deleted successfully!” 3. Click OK to close the alert box.
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CLIENT USER SECTION: CHAPTER 3 - CUSTOMIZING THE CLIENT Fig. 2:3-13 Users in User Group popup box Each user entered for the user group displays as a separate record in this popup box. In the Record field at the bottom of the box, the number of the selected record displays, along with the total number of records (categories). TIP: The selected record is designated by an arrow in the grey box to the left of a row. To select another record, click the grey box in that row to display the arrow.
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CLIENT USER SECTION: CHAPTER 3 - CUSTOMIZING THE CLIENT 1. Select a user group from the Group Name pull-down menu. Any users previously entered display in the list box in this frame. 2. Click the Add To Group button to open the popup box where you define users to be added/excluded to/from the group: Fig. 2:3-14 Add Users to group TIP: To view a list of all users, go to the Individual Adds/ Removes frame and click the Show All button to display the list of users in the list box.
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CLIENT USER SECTION: CHAPTER 3 - CUSTOMIZING THE CLIENT 3. Make entries in one of the three frames: • Username Pattern - This frame is used for including users from a specific group (such as “Sales”) on the network. In the Pattern field, enter the appropriate characters and wild card “%” to add specified users to the group. For example, type in Sales% to add anyone to the group who has a “Sales” designation on your network.
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CLIENT USER SECTION: CHAPTER 3 - CUSTOMIZING THE CLIENT 4. After you have made your entries, click Close to close the popup box. 5. Refresh the display in the Group Definitions frame list box by making another selection from the Group Name pulldown menu, then re-selecting the user group you just set up or modified.
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CLIENT USER SECTION: CHAPTER 3 - CUSTOMIZING THE CLIENT User Permissions The User Permissions option is used for giving authorization to personnel such as managers to view reports for their group and to change their own passwords. This option requires a user group to be set up via the User Groupings option from the Settings menu. To assign permissions, or to edit permissions that have been assigned, click the User Permissions button in the Settings menu to open the User and Group Information box: Fig.
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CLIENT USER SECTION: CHAPTER 3 - CUSTOMIZING THE CLIENT 1. Click the Add User button to open the Enter Username and Password dialog box: Fig. 2:3-16 Add User 2. Type in the Username. 3. Type in the alphanumeric Password in upper- and/or lowercase characters. Your entry displays as a series of asterisks for security purposes. 4. Type in the same characters in the Confirm Password field. TIP: Click Cancel if you wish to return to the User and Group Information box without saving your entries. 5.
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CLIENT USER SECTION: CHAPTER 3 - CUSTOMIZING THE CLIENT You must now add the user to a user group by making entries in either the User Information frame or the Group Information frame. While both frames contain similar contents, each serves a different function. The User Information frame is used for maintaining a list of authorized users, while the Group Information frame is used for maintaining user groups.
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CLIENT USER SECTION: CHAPTER 3 - CUSTOMIZING THE CLIENT Group Information frame In the Group Information frame, you update user groups by adding or removing users. Update User Group by Adding a User 1. Select the Group from the pull-down menu. Any users added to this user group display in the list box below. 2. From the Add To User pull-down menu, select the user to be added to the group. 3. Click Go to open an alert box displaying the message: “User added.” 4.
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CLIENT USER SECTION: CHAPTER 3 - CUSTOMIZING THE CLIENT Change a User’s Password 1. In the User and Group Information box, click the Edit User button to open the User Information dialog box. 2. Select the user from the Username pull-down menu: Fig. 2:3-17 Edit user password, delete user 3. In the Password field, clear the asterisks that display by pressing the spacebar on your keyboard. Type in the new alphanumeric password in upper- and/or lowercase characters.
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CLIENT USER SECTION: CHAPTER 3 - CUSTOMIZING THE CLIENT 2. Select the user from the Username pull-down menu. 3. Click the Delete User button to open an alert box displaying the message: “User deleted!” 4. Click OK to close the alert box. 5. Click the in the upper right corner of the User Information dialog box to close it.
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CLIENT USER SECTION: CHAPTER 3 - CUSTOMIZING THE CLIENT Options available to the user include: Event Schedule, My Account, Server Statistics, and Default Options. My Account is used for viewing a list of users who are included in your user group(s), and for updating your password. To access your account, click the My Account button to open the My Account box: Fig.
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CLIENT USER SECTION: CHAPTER 3 - CUSTOMIZING THE CLIENT 2. Click the Show Users button to display the users in the Users list box to the right. TIP: If there is another user group listed that you wish to view, follow the steps above to view the usernames in that user group. Change Password 1. Click the Change Password button to open the Change User Password dialog box: Fig. 2:3-20 Change User Password 2. Type in the Old Password. Your entry displays as a series of asterisks for security purposes. 3.
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CLIENT USER SECTION: CHAPTER 3 - CUSTOMIZING THE CLIENT Default Options Default Options is used for setting the maximum number of records to be included in a report, and the number of records that will display on a report screen. Click the Default Options button in the Settings menu to open the Options box: Fig. 2:3-21 Options box The Page/Object Warning Limit default is “1000” and the Default Top Value default is “25”. Click the in the upper right corner of the Options box to exit this option.
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CLIENT USER SECTION: CHAPTER 4 - USING THE CLIENT Chapter 4: Using the Client Once the Client has been customized, you can query the database and generate reports. This chapter provides examples on the many ways in which the Client can be used for fulfilling your reporting needs.
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CLIENT USER SECTION: CHAPTER 4 - USING THE CLIENT Specify Time Frame for the Search You must first specify a date and time range for your query. 1. Click in the From Date field and enter the first date in the range, using the format on your machine (e.g. 12/01/2002 could be entered if the MM/DD/YYYY format is used). TIP: When entering dates in this box, forward slash (“/”) symbols should not be entered, as they are static components of the Date fields.
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CLIENT USER SECTION: CHAPTER 4 - USING THE CLIENT Specify Type of Search to be Performed In the next step for specifying search criteria, you must indicate if you wish to perform the search on the activity of a specific filter category, user, and/or Web site. Specify your search type in one or more of the following fields: Category, Client, Site. • Category - to perform a search on activity within a specific filter category, make a selection from the filter categories in the pull-down menu.
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CLIENT USER SECTION: CHAPTER 4 - USING THE CLIENT Warning Messages Page Search When the Find Pages button is clicked, if the date and time range that was specified is outside the scope of live data currently stored on the Server, a warning message displays to inform you that if you wish to proceed, the report will take a longer amount of time to generate.
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CLIENT USER SECTION: CHAPTER 4 - USING THE CLIENT View Additional Information To view additional data, click in the Information checkbox corresponding to Category, User, IP, and/or Site to add the selected column(s) to the online report. To remove a column from the online report, click to remove the check mark. • Category - clicking in this checkbox adds the Category column to the report, listing the filter category to which the item belongs.
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CLIENT USER SECTION: CHAPTER 4 - USING THE CLIENT Report Screen Elements Report screens are accessible by clicking on icons for Categories, IPs, Users, or Sites from the main menu or any report screen. If category groupings or user groupings have been defined via the Settings menu option, Category Groups or User Groups report screens are additionally available by clicking on icons for these topics. Though each screen displays data pertinent to your specifications, all screens have basic elements in common.
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CLIENT USER SECTION: CHAPTER 4 - USING THE CLIENT The body of the report includes columns pertinent to the report selection that was made, populated by rows of records resulting from the query. Each row is preceded by a checkbox. After each record, columns of grey filter boxes display. These boxes are followed by columns of statistics for tracking user activity on the Internet by Category Count, IP Count, User Count or Site Count, and by Page Count, Object Count, and Time Count.
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CLIENT USER SECTION: CHAPTER 4 - USING THE CLIENT • Month to Date - this option generates the report for the range of days that includes the first day of the current month through today. • Monthly - selecting this option opens the Enter a Date Scope box where you specify the range of months: Fig. 2:4-5 Entries for Monthly option Enter the Start Date and End Date using the MM/YYYY format, and click Go to close the box.
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CLIENT USER SECTION: CHAPTER 4 - USING THE CLIENT Enter the Start Date and End Date using the MM/DD/ YYYY format, and click Go to close the box. The generated report includes data for the specified days only, if the data for these days are stored on the Server. • Yesterday - this option generates the report for yesterday only. • Today - this option generates the report for today only, if logs from the Web access logging device have been received and processed.
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CLIENT USER SECTION: CHAPTER 4 - USING THE CLIENT To include only top records, enter the number of records and click the Top button. To include all records, click the All button. By clicking one of these buttons, the box closes and the screen displays rows of records corresponding to the number of records specified, and a label (to the right of this Display button) showing the specified criteria. Search button The Search button is located beneath the Display button.
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CLIENT USER SECTION: CHAPTER 4 - USING THE CLIENT To return to a previous report view, click the Back icon in the navigation bar located beneath the navigation path. Fig. 2:4-9 Navigation path Navigation bar The navigation bar, located beneath the navigation path, includes a row of icons and the Reports (or Report Layout) pull-down menu: Fig. 2:4-10 Navigation bar Back icon Clicking the Back icon returns you to a prior screen, if you have viewed other reports during this session.
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CLIENT USER SECTION: CHAPTER 4 - USING THE CLIENT IPs icon Clicking the IPs icon address. displays the report sorted by user IP Users icon Clicking the Users icon username. displays the report sorted by Sites icon Clicking the Sites icon visited sites. displays the report sorted by Category Groups icon Clicking the Category Groups icon displays the report sorted by user-defined category groups, if category groupings were previously estabished under the Settings menu option.
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CLIENT USER SECTION: CHAPTER 4 - USING THE CLIENT Exit icon Clicking the Exit icon returns you to the main menu. Reports / Report Layout field The Reports field displays on Categories, IPs, Users, Sites, Category Groups, and User Groups report screens. Make a selection from the Reports pull-down menu. Reports in the standard report format are available for all main report groups. Pie chart and bar chart formats are available for Categories, Category Groups, and User Groups reports.
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CLIENT USER SECTION: CHAPTER 4 - USING THE CLIENT Fig. 2:4-11 Output To dialog box Choose the output format from the list box by clicking on your selection: Microsoft Excel (.xls), HTML (.html), MS-DOS Text (.txt), Snapshot Format (.snp) or Rich Text Format (.rtf). Click OK to close the Output To dialog box, and to open the Output To popup window where you save the report to a designated folder in the specified output format.
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CLIENT USER SECTION: CHAPTER 4 - USING THE CLIENT View, Print the Report The report displays in a window: The report automatically displays in a window when the View icon is clicked for any of the following scenarios: • when a standard report from one of the main report groups (“IPs,” “Users,” etc.) is selected. • when a filter selection is specified for the report (see the Filters sub-section). • when the report is an object/page report (see Page/Object Reports from Chapter 5: Reports).
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CLIENT USER SECTION: CHAPTER 4 - USING THE CLIENT Double Break Information dialog box The Double Break Information dialog box opens: If you made a selection from the Reports pull-down menu to view a standard report with two main sort groups (such as “Category/IPs” or “Sites/Users,” etc.), and then click the View icon, you will be prompted to specify viewing/printing criteria in the Double Break Information dialog box. Fig.
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CLIENT USER SECTION: CHAPTER 4 - USING THE CLIENT Generate Chart box The Generate Chart box opens: If you made a selection from the Reports pull-down menu to view a report in the pie chart or bar chart format, you will be prompted to specify viewing/printing criteria in the Generate Chart box. Fig. 2:4-13 Generate Chart box Entries made in this box further define how the generated report will display and print.
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CLIENT USER SECTION: CHAPTER 4 - USING THE CLIENT Print icon To use the Print option, you must have a printer configured for your machine. When clicking the Print icon , one of three actions occurs, depending on the report options you selected: • the report prints to your printer • the Double Break Information dialog box opens • the Generate Chart box opens See the View icon section for information about the Double Break Information dialog box and the Generate Chart box.
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CLIENT USER SECTION: CHAPTER 4 - USING THE CLIENT Fig. 2:4-14 E-mail Report box NOTE: If a Subject is not specified, the report received by the recipient(s) will display “Enterprise Reporter - Report” in the Subject line of the e-mail message. Click the E-mail button to open the Output Format box: Fig. 2:4-15 Output Format box From the Format pull-down menu, choose the output format for the report: Microsoft Excel (.xls), MS-DOS Text (.txt), Snapshot Format (.snp), or Rich Text Format (.rtf).
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CLIENT USER SECTION: CHAPTER 4 - USING THE CLIENT Export icon The Export option lets you export raw data from the report that displays on your screen. Clicking the Export icon opens the Export To File box in which you specify the format for exporting the raw data. Fig. 2:4-16 Export to File box From the Export Type pull-down menu, choose the format for the report: Ansii Text File (*.txt), Comma Delimited Text File (*.csv), Microsoft Excel File (*.xls), HTML File (*.html), or Rich Text File (*.rtf).
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CLIENT USER SECTION: CHAPTER 4 - USING THE CLIENT Record icon The Record option lets you save data from a custom report you create. This custom report can be generated and then viewed, printed, e-mailed, or saved in a selected file format. Report specifications can be edited via the Open a Recorded Report option, defined in this sub-section. A custom report can be scheduled to run at a specified interval using the Event Schedule option.
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CLIENT USER SECTION: CHAPTER 4 - USING THE CLIENT Save Custom Report dialog box The Save Custom Report dialog box opens for any report that is not a page or object report: Fig. 2:4-17 Save Custom Report dialog box Enter the report name in the Save Name field, and then enter a Description for the report. Click in the Include Unidentified IPs? checkbox if you wish to include the IP Only record in reports. This record includes activity from machines that are not assigned to specific users.
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CLIENT USER SECTION: CHAPTER 4 - USING THE CLIENT The selection made at the Reports pull-down menu on the report screen displays in the Report field. The default selection at this field can be changed, if necessary. If the selected report format is either a pie or bar chart, the Chart Info field is activated. Make a selection from the pulldown menu for the manner in which you wish the report data to be sorted.
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CLIENT USER SECTION: CHAPTER 4 - USING THE CLIENT When you click Save the alert box opens with the message: “Custom Report has been saved”. Click OK to close the alert box. The report will not run until you specify when you want it to run, by using either the Open a Recorded Report option defined in this sub-section, or the Event Schedule option and task scheduler.
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CLIENT USER SECTION: CHAPTER 4 - USING THE CLIENT In the Date Scope field, choose from the following dates: Yesterday, Month To Date, Year To Date, Part of Today, Part of Yesterday, Daily, Monthly, or Part of Specific Day. • If you choose Part of Today or Part of Yesterday, you must specify the time range in the From Time and To Time fields. • If you choose Daily or Monthly, you must specify the date range in the From Date and To Date fields.
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CLIENT USER SECTION: CHAPTER 4 - USING THE CLIENT When you click Save the alert box opens with the message: “Custom Report has been saved”. Click OK to close the alert box. The report will not run until you specify when you want it to run, by using either the Open a Recorded Report option defined in this sub-section, or the Event Schedule option and task scheduler.
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CLIENT USER SECTION: CHAPTER 4 - USING THE CLIENT TIP: Click Cancel to close this dialog box. If you are logged in as a non-administrator, in the Reports frame, click the radio button corresponding to either Show All Reports or Show My Reports. By clicking the former, you will view a list in the Report Name pull-down menu of all recorded reports. By clicking the latter, you will view only the reports you recorded.
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CLIENT USER SECTION: CHAPTER 4 - USING THE CLIENT Filters A filter displays on the report screen as a grey box in a column following the record name, and preceding the Count columns. Each filter column is labeled for the function it will perform. By clicking a specific filter button for a record, more in-depth analysis is provided for that record. Fig. 2:4-20 Filters Columns Columns for specified “item counts” display in the body of all report screens.
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CLIENT USER SECTION: CHAPTER 4 - USING THE CLIENT • Category Count - This column displays the number of categories a user has visited, or the number of categories included within a given site. Categories are set up for the Web access logging device filter via the Settings menu option. It is possible for a site to be listed in more than one category, so even if a user has visited only one site, this column may count the user’s visit in two or three categories.
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CLIENT USER SECTION: CHAPTER 4 - USING THE CLIENT TIP: If the date range that was specified at the Date Scope field is outside the scope of live data currently stored on the Server, when clicking the down arrow, a warning message displays to inform you that if you wish to proceed, the report will take a longer amount of time to generate. • Object Count - This column displays the number of objects on a Web page. All images, graphics, multimedia items, and text items count as objects.
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CLIENT USER SECTION: CHAPTER 4 - USING THE CLIENT a user could show an incredibly high page count and many minutes, even though only one page was opened by that user. Select All, Deselect All buttons The Select All and DeSelect All buttons display at the bottom of the screen, beneath the username ID. These buttons affect the checkboxes preceding the rows of records. Fig.
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CLIENT USER SECTION: CHAPTER 4 - USING THE CLIENT Records Beneath the Select All and DeSelect All buttons at the bottom of the screen, the number of the record for the selected row on the current screen displays at the Records field, along with the total number of records in the current report. This indicator helps you determine how long it will take to generate a report view or to print a report.
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CLIENT USER SECTION: CHAPTER 4 - USING THE CLIENT Generate a Report 1. Select the report screen of your choice: Categories, IPs, Users, Sites, Category Groups, or User Groups. 2. Specify the Date Scope: Month to Date, Monthly, Year to Date, Daily, Yesterday, Today, Month to Yesterday, or Year to Yesterday. 3. At the Reports (or Report Layout) field, select a report type from the pull-down menu. 4.
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CLIENT USER SECTION: CHAPTER 4 - USING THE CLIENT • Click Save to save the report to a designated folder, in the output format of your choice. • Click View to view the report. If prompted, enter any view specifications, and click Go or OK to view the report as requested. From the view window, you can print the report by selecting File > Print from the toolbar at the top of the window. • Click Print to print the report without viewing it.
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CLIENT USER SECTION: CHAPTER 4 - USING THE CLIENT Standard report Standard reports include text only, arranged in columns and rows. The header displays the name of the report, the Sort Order, and the date range. The body of the report includes data grouped into sections, columns, and rows, according to your specifications. Totals for each section display, followed by a Grand Total at the end of the report. The footer displays Fig. 2:4-23 Standard report format 8E6 TECHNOLOGIES, ENTERPRISE REPORTER 3.
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CLIENT USER SECTION: CHAPTER 4 - USING THE CLIENT the date and time the report was generated, the page number and range of pages in the report, selected Filter settings, and username of the user login ID (Generated by). Pie Chart report Pie charts feature color-coded, circular diagrams broken into sections, depicting the quantity of items in each category or group. The top of the report displays the name of the report, the Sort Order, and the date range.
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CLIENT USER SECTION: CHAPTER 4 - USING THE CLIENT Bar Chart report Bar charts feature color-coded blocks that represent the quantity of items in each category or group. The top of the report displays the name of the report, the Sort Order, and the date range. The body of the report includes the bar chart and color key. Beneath this chart is a text report showing the type of sort selected, and columns of figures and percentages.
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CLIENT USER SECTION: CHAPTER 5 - REPORTS Chapter 5: Reports Due to the variations of reports that can be generated by the ER 3.0, only the basic reports from each report group will be described. Categories Reports Reports in this group are used for analyzing activity in categories set up to be monitored. Categories The Categories report shows an itemized list of all categories with totals in the Count columns. The sum of all Totals displays at the end of the report. Fig.
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CLIENT USER SECTION: CHAPTER 5 - REPORTS Category/IPs The Category/IPs report is broken out by category, with each category showing an itemized list of IP adresses. Count column Totals are included for each IP address in the list. Totals display for each Category, and the Grand Total for all categories displays at the end of the report. Fig. 2:5-2 Category/IPs report 8E6 TECHNOLOGIES, ENTERPRISE REPORTER 3.
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CLIENT USER SECTION: CHAPTER 5 - REPORTS Category/Users The Category/Users report is broken out by category, with each category showing Count column Totals for all users. Category Count Totals display for each category, and the Grand Total for all categories displays at the end of the report. Fig. 2:5-3 Category/Users report 176 8E6 TECHNOLOGIES, ENTERPRISE REPORTER 3.
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CLIENT USER SECTION: CHAPTER 5 - REPORTS Category/Sites The Category/Sites report is broken out by category, with each category showing an itemized list of visited sites. Count column Totals are included for each site in the list. Totals display for each Category, and the Grand Total for all categories displays at the end of the report. Fig. 2:5-4 Category/Sites report 8E6 TECHNOLOGIES, ENTERPRISE REPORTER 3.
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CLIENT USER SECTION: CHAPTER 5 - REPORTS IPs Reports Reports in this group are used for analyzing user activity by the IP address of the user. IPs The IPs report shows an itemized list of all IP addresses with totals in the Count columns. The sum of all Totals displays at the end of the report. Fig. 2:5-5 IPs report 178 8E6 TECHNOLOGIES, ENTERPRISE REPORTER 3.
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CLIENT USER SECTION: CHAPTER 5 - REPORTS IP/Categories The IP/Categories report is broken out by IP address, with each IP address showing an itemized list of categories visited by that user’s machine. Count column Totals are included for each category in the list. Totals display for each IP address, and the Grand Total for all IP addresses displays at the end of the report. Fig. 2:5-6 IP/Categories report 8E6 TECHNOLOGIES, ENTERPRISE REPORTER 3.
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CLIENT USER SECTION: CHAPTER 5 - REPORTS IP/Users The IP/Users report is broken out by IP address, with each IP address showing Count column Totals. IP Count Totals display for each IP address, and the Grand Total for all IP addresses displays at the end of the report. Fig. 2:5-7 IP/Users report 180 8E6 TECHNOLOGIES, ENTERPRISE REPORTER 3.
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CLIENT USER SECTION: CHAPTER 5 - REPORTS IP/Sites The IP/Sites report is broken out by IP address, with each IP address showing an itemized list of visited sites. Count column Totals are included for each site in the list. IP Count Totals display for each IP address, and the Grand Total for all IP addresses displays at the end of the report. Fig. 2:5-8 IP/Sites report 8E6 TECHNOLOGIES, ENTERPRISE REPORTER 3.
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CLIENT USER SECTION: CHAPTER 5 - REPORTS Users Reports Reports in this group are used for analyzing user activity by user. Users The Users report shows totals for all users in the Count columns. The sum of all Totals displays at the end of the report. Fig. 2:5-9 Users report 182 8E6 TECHNOLOGIES, ENTERPRISE REPORTER 3.
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CLIENT USER SECTION: CHAPTER 5 - REPORTS User/Categories The User/Categories report shows an itemized list of categories visited by all users. Count column Totals are included for each category in the list. User Count Totals and the Grand Total display at the end of the report. Fig. 2:5-10 User/Categories report 8E6 TECHNOLOGIES, ENTERPRISE REPORTER 3.
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CLIENT USER SECTION: CHAPTER 5 - REPORTS User/IPs The Users/IPs report is broken out by user, with each user showing Count column Totals. User Count Totals and the Grand Total display at the end of the report. Fig. 2:5-11 User/IPs report 184 8E6 TECHNOLOGIES, ENTERPRISE REPORTER 3.
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CLIENT USER SECTION: CHAPTER 5 - REPORTS User/Sites The User/Sites report is broken out by user, with each user showing an itemized list of visited sites. Count column Totals are included for each site in the list. User Count Totals display for each user, and the Grand Total for all users displays at the end of the report. Fig. 2:5-12 User/Sites report 8E6 TECHNOLOGIES, ENTERPRISE REPORTER 3.
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CLIENT USER SECTION: CHAPTER 5 - REPORTS Sites Reports Reports in this group are used for analyzing user activity by sites visited. Sites The Sites report shows an itemized list of all sites visited with totals in the Count columns. The sum of all Totals displays at the end of the report. Fig. 2:5-13 Sites report 186 8E6 TECHNOLOGIES, ENTERPRISE REPORTER 3.
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CLIENT USER SECTION: CHAPTER 5 - REPORTS Site/Categories The Site/Categories report is broken out by site address, with each site address showing an itemized list of categories in which that site visit can be classified. Count column Totals are included for each site in the list. Site Count Totals display for each site, and the Grand Total for all sites displays at the end of the report. Fig. 2:5-14 Site/Categories report 8E6 TECHNOLOGIES, ENTERPRISE REPORTER 3.
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CLIENT USER SECTION: CHAPTER 5 - REPORTS Site/IPs The Site/IPs report is broken out by site address, with each site address showing an itemized list of IP addresses of visitors. Count column Totals are included for each IP address in the list. Site Count Totals display for each site address, and the Grand Total for all site addresses displays at the end of the report. Fig. 2:5-15 Site/IPs report 188 8E6 TECHNOLOGIES, ENTERPRISE REPORTER 3.
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CLIENT USER SECTION: CHAPTER 5 - REPORTS Site/Users The Site/Users report is broken out by site address, with each site address showing Count column Totals for all users who visited that site. Site Count Totals display for each site, and the Grand Total for all sites displays at the end of the report. Fig. 2:5-16 Site/Users report 8E6 TECHNOLOGIES, ENTERPRISE REPORTER 3.
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CLIENT USER SECTION: CHAPTER 5 - REPORTS Category Groups Report Category Group reports are only available if category groups are set up via the Category Groupings Settings option from the main menu. These reports give you the flexibility to view user-defined criteria in the format of your choice, and to compare activity by user-defined groups. Reports can be generated in standard, pie chart, or bar chart formats.
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CLIENT USER SECTION: CHAPTER 5 - REPORTS Page/Object Reports Page/Object reports are only available from page/object count report screens, or from find pages/objects report screens. Page/object count screens are accessible from any main report screen by either clicking the Search button and performing a search for specified criteria, or by clicking the down arrow to the right of the Page Count or Object Count columns for a specified record.
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CLIENT USER SECTION: CHAPTER 5 - REPORTS If searching for objects, if the date range that was specified includes both live and archive data currently stored on the Server, a warning message displays to inform you that if you wish to proceed, only the objects that exist on the Server will display. If objects no longer exist on the Server, a message displays to inform you that these objects no longer exist.
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TECHNICAL SUPPORT / PRODUCT WARRANTIES SECTION TECHNICAL SUPPORT / PRODUCT WARRANTIES SECTION Technical Support For technical support, visit 8e6 Technologies’s Technical Support Web page at http://www.8e6technologies.com/ techsupport/index.html, or contact us by phone, by e-mail, or in writing. Hours Regular office hours are from Monday through Friday, 8 a.m. to 5 p.m. PST. After hours support is available for emergency issues only.
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TECHNICAL SUPPORT / PRODUCT WARRANTIES SECTION E-Mail For non-emergency assistance, e-mail us at support@8e6technologies.com Address 8e6 Technologies 828 W. Taft Avenue Orange, CA 92865 Support Procedures When you contact our technical support department: • You will be greeted by a technical professional who will request the details of the problem and attempt to resolve the issue directly.
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TECHNICAL SUPPORT / PRODUCT WARRANTIES SECTION Product Warranties Standard Warranty 8e6 Technologies warrants the medium on which the 8e6 product is provided to be free from defects in material and workmanship under normal use for period of one year (the “Warranty Period”) from the date of delivery. 8e6 Technologies’ entire liability and customer’s exclusive remedy if the medium is defective shall be the replacement of the hardware equipment or software provided by 8e6 Technologies.
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TECHNICAL SUPPORT / PRODUCT WARRANTIES SECTION Technical Support and Service 8e6 Technologies will provide initial installation support and technical support for up to 90 days following installation. 8e6 Technologies provides after-hour emergency support to 8e6 server customers. An after hours technician can be reached by voice line. Technical support information: Online: http://www.8e6.
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TECHNICAL SUPPORT / PRODUCT WARRANTIES SECTION Extended Warranty (optional) The extended warranty applies to hardware and software of the product(s) except any misuse or modification of the product(s), or product(s) located outside of the United States. The extended warranty does not include new product upgrades. Hardware parts will be furnished as necessary to maintain the proper operational condition of the product(s).
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APPENDICES SECTION: APPENDIX A APPENDICES SECTION Appendix A Scheduled Task Wizard If you wish to run a report at a specified time, if the report was not set up via the Automatic Report Setup option during the installation of the Client, you need to add a scheduled task on your machine. This setup must be performed in addition to scheduling an event via the Event Schedule option in the Settings menu.
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APPENDICES SECTION: APPENDIX A Fig. 4:1-1 Control Panel window 2. Choose Scheduled Tasks to open the Scheduled Tasks window: Fig. 4:1-2 Scheduled Tasks window 8E6 TECHNOLOGIES, ENTERPRISE REPORTER 3.
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APPENDICES SECTION: APPENDIX A 3. Click Add Scheduled Task to launch the Scheduled Task Wizard: Fig. 4:1-3 Scheduled Task Wizard, 1st frame 4. Click Next to display the list box showing available applications that can be run: Fig. 4:1-4 Scheduled Task Wizard, 2nd frame 5. Choose Scheduled Reports, and then click Next to specify criteria for the task: 200 8E6 TECHNOLOGIES, ENTERPRISE REPORTER 3.
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APPENDICES SECTION: APPENDIX A Fig. 4:1-5 Scheduled Task Wizard, 3rd frame 6. Accept the name of the task that displays in the text box, or enter a different name. Indicate when the task should be performed by clicking the radio button corresponding to the option for Daily, Weekly, or Monthly. When Next is clicked, the Wizard selections will differ depending on the time interval specified for performing the task: Fig. 4:1-6 Scheduled Task Wizard, 4th frame 7.
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APPENDICES SECTION: APPENDIX A Fig. 4:1-7 Scheduled Task Wizard, 5th frame 8. If necessary, modify the user name that displays. Enter the password used when logging on your machine, and then click Next: Fig. 4:1-8 Scheduled Task Wizard, 6th frame 9. If you are scheduling more than one report to run at the same time, click in the advanced properties checkbox. Click Finish to close the Wizard. a.
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APPENDICES SECTION: APPENDIX A Fig. 4:1-9 Dialog box, Task tab b. If “deactivated” displays in the Run text box, change the text to “activated”. c. If necessary, click the Schedule tab to modify schedule criteria: Fig. 4:1-10 Dialog box, Schedule tab 8E6 TECHNOLOGIES, ENTERPRISE REPORTER 3.
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APPENDICES SECTION: APPENDIX A d. If entries were made in either tab, click Apply. If edits were made on the Task tab, the Set Account Information dialog box opens: Fig. 4:1-11 Set Account Info box e. Enter the password twice, and then click OK to close the Set Account Information dialog box and to display the Scheduled Tasks window: Fig. 4:1-12 Scheduled Tasks window 10. The scheduled task can be modified at any time via the Scheduled Tasks window.
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APPENDICES SECTION: APPENDIX B Appendix B Lotus Notes Configuration This appendix provides information on configuring the ER 3.0 client to use Lotus Notes (4.5 and above) in a Microsoft Windows environment in which Lotus Domino is the primary e-mail server. Making these configurations ensures that e-mail reports sent from the ER 3.0 Client are transported via the MAPI client in Outlook Express directly to the IP Address of the Lotus Domino e-mail server.
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APPENDICES SECTION: APPENDIX B Steps for Installing and Configuring Lotus Notes Step 1: Install Lotus Notes Install and configure Lotus Notes to connect to your network’s Lotus Domino server. NOTE: Check with your System Administrator if you are unsure about your settings. Step 2: Configure Microsoft Mail Client Make the following configurations for the Microsoft Mail Client from the control panel: 1.
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INDEX INDEX A add/edit/delete administrators 23 Add/Edit/Delete Administrators screen 29 Admin Details button 89, 95, 99 administrator e-mail contact setup 47 log in to Server 23 Administrator Details 95 Administrator GUI 25 alert box, terminology 16 archive data setup on Server 67 terminology 68 arrow, terminology 16 automatic reporting 87 B Back icon 147 back up data internal on demand backup 44 to remote server 45 backup procedures 42 Backup screen 41 Bar Chart report 173 Box Mode screen 27 button, ter
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INDEX Category Groupings button 116 Category Groups icon 148 Category Groups report 190 Category/IPs report 175 Category/Sites report 177 Category/Users report 176 change database password 66 charts bar chart 173 Generate Chart box 153 Hits By Day, Week, Month 101 pie chart 172 checkbox, terminology 16 Client change settings 108 diagnostic reports 65 download and install 82 ER Server Information 100 install new release 92 log in 99 log out 107 main menu 105 update password 89 update Server address 89 colum
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INDEX Diagnostics 37 dialog box, terminology 16 Display button 145 Double Break Information box 152 download Client 82 Server patch 53 E E-mail icon 154 Elapsed Time 62 Enterprise Reporter icon 89, 94 ER Activity, hits on Server 101 Event Schedule button 109 Exit icon 149 expiration 67 Expiration Info 101 expire data from Server 67 terminology 69 Export icon 156 F field, terminology 17 File Transfer Protocol (FTP) 19, 43, 55 filter category how to add 115 filters 164 frame, terminology 17 FTP (File Trans
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INDEX I icon, terminology 17 install Client 84 new Client release 92 patch on Server 53 IP.
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INDEX navigation bar 147 navigation path 146 Network Attached Storage (NAS) 12 Network Diagnostics screen 37 Network Menu 26 Network Settings screen 31 Network Time Protocol (NTP) 36 NTP (Network Time Protocol) 36 O ODBC Driver (Open Data Base Connectivity) 76 ODBC Driver, install 77 Outlook Express 205 P Page View Elapsed Time screen 62 Page/Object report 191 password change Client administrator password 95 change Client password after installation 89 change database password 66 create for Administrator
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INDEX R radio button, terminology 18 Record icon 157 Records field 168 remote server backup 45 report columns 164 Date Scope field 143 Double Break Information dialog box 152 elements 142 enter search terms 146 filters 164 formats 170 Generate Chart box 153 how to generate 169 navigation bar icons 147 navigation path 146 record report for scheduled run 157 records 168 select record and columns to display 145 select/deselect all records 167 report formats 171 Report Screen Elements 142 reporter.
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INDEX Site/Categories 187 Site/IPs 188 Site/Users 189 Sites 186 standard 171 User Groups 190 User/Categories 183 User/IPs 184 User/Sites 185 Users 182 Reports pull-down menu Report Layout 149 reports, types of 174 restart the Server 55 restore data from backup 46 Routing Table screen 33 rules elapsed time 63 expiration 69 S Save icon 149 schedule automatic reports 88 event 112 screen, terminology 18 search by terms 146 for pages, objects viewed 137 Search button 146 Secure Access screen 50 Select All butt
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INDEX set up IP addresses 31 shut down 55 store data, change settings 67 view statistics using Client 100 Server Info button 90, 97 Server Menu 41 Server Status screen 49 Settings button 108 setup.
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INDEX user group, add/remove user 131 user group how to add 122 User Groupings button 121 User Groups icon 148 User Groups report 190 User Name Identification screen 57 User Permissions how to add a user to a group 130 User Permissions button 128 change passwords 132 User/Categories report 183 User/IPs report 184 User/Sites report 185 Users icon 148 Users reports 182 V view diagnostic reports 65 ER Activity charts 101 objects/pages reports 137 reports prior to printing 150 View icon 150 W window, termino