® Enterprise Reporter USER GUIDE Administrator Console R3000IR Model: ER 4.0 Release 4.1.20 • Manual Version 1.
II 8E6 TECHNOLOGIES, ENTERPRISE REPORTER ADMINISTRATOR USER GUIDE
8E6 ENTERPRISE REPORTER ADMINISTRATOR USER GUIDE © 2007 8e6 Technologies All rights reserved. 828 W. Taft Ave., Orange, CA 92865, USA Version 1.01, published December 2007 for software release 4.1.20 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.
IV 8E6 TECHNOLOGIES, ENTERPRISE REPORTER ADMINISTRATOR USER GUIDE
CONTENTS ENTERPRISE REPORTER OVERVIEW ...............................1 Operations ................................................................................... 1 How to Use this User Guide ....................................................... 2 Organization ...................................................................................... 2 Conventions ...................................................................................... 3 Terminology ............................................
CONTENTS Add/Edit/Delete Administrators screen ............................... 22 View a List of Administrators ........................................ 23 Add an Administrator .................................................... 23 Edit an Administrator’s Login ID ................................... 23 Delete an Administrator ................................................ 24 Locked-out Accounts and IPs screen.................................. 25 View Locked Accounts, IP addresses........................
CONTENTS Set up a Customized Label for Unidentified Machines . 53 Configure the Server to Log User Activity..................... 53 Deactivate User Name Identification ............................ 54 Username Display Setting screen....................................... 55 View the Current Username Display Setting ................ 56 Modify the Username Display Setting........................... 56 Page View Elapsed Time screen ........................................
CONTENTS 8e6 Corporate Headquarters (USA).................................... 84 8e6 Taiwan.......................................................................... 84 Support Procedures ........................................................................ 85 Product Warranties ................................................................... 86 Standard Warranty .......................................................................... 86 Technical Support and Service ..............................
ENTERPRISE REPORTER OVERVIEW OPERATIONS ENTERPRISE REPORTER OVERVIEW Though many companies have Internet filtering solutions to prevent employees from accessing inappropriate, non-work 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.
ENTERPRISE REPORTER OVERVIEW HOW TO USE THIS USER GUIDE How to Use this User Guide Organization This User Guide is organized into the following sections: • Overview - This section provides information on how to use this user guide to help you configure the ER Server. • Administrator Section - Refer to this section for information on configuring and maintaining the ER Server via the Administrator console application.
ENTERPRISE REPORTER OVERVIEW HOW TO USE THIS USER GUIDE Conventions The following icons are used throughout this user 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.
ENTERPRISE REPORTER OVERVIEW HOW TO USE THIS USER GUIDE Terminology The following terms are used throughout this user 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.
ENTERPRISE REPORTER OVERVIEW HOW TO USE THIS USER GUIDE • 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. • frame - a boxed-in area in a dialog box, window, or screen that includes a group of objects such as fields, text boxes, list boxes, buttons, radio buttons, and/or tables. Objects within a frame belong to a specific function or group.
ENTERPRISE REPORTER OVERVIEW HOW TO USE THIS USER GUIDE • 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. • screen - a main object of an application that displays across your monitor.
ENTERPRISE REPORTER OVERVIEW HOW TO USE THIS USER GUIDE • window - displays on a screen, and can contain frames, fields, text boxes, list boxes, buttons, and radio buttons. Types of windows include ones from the system such as the Save As window, pop-up windows, or login windows.
ADMINISTRATOR SECTION INTRODUCTION ADMINISTRATOR SECTION Introduction The authorized administrator of the ER Server is responsible for providing the Server a high-speed connection to the remote Client workstations.
ADMINISTRATOR SECTION COMPONENTS AND ENVIRONMENT Components and Environment Components Hardware • High performance server • One or more high-capacity hard drives • Optional: One or more attached “NAS” storage devices (e.g.
ADMINISTRATOR SECTION COMPONENTS AND ENVIRONMENT Environment Workstation Requirements • Windows 2000, NT 4.0, or XP operating system • Internet Explorer (IE) Version 6.0 or later • Pop-up blocking software, if installed, must be disabled • Session cookies from the ER Server must be allowed in order for the Administrator console to function properly NOTE: Information about disabling pop-up blocking software can be found in Appendix B: Disable Pop-up Blocking Software.
ADMINISTRATOR SECTION CHAPTER 1: ACCESSING THE SERVER Chapter 1: Accessing the Server Preliminary Network Settings To initially set up your ER Server, follow the instructions in the R3000IR Quick Start Guide booklet packaged with your R3000IR unit. 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 R3000IR Quick Start Guide, contact 8e6 Technologies immediately to have a copy sent to you.
ADMINISTRATOR SECTION CHAPTER 1: ACCESSING THE SERVER 3. Click Go to open the login screen of the Administrator console application (see Fig. 1:1-1). Procedures for Logging On, Off the Server Log On Fig. 1:1-1 Login screen 1. In the login screen, 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. Click Login to go to the main screen of the Administrator console.
ADMINISTRATOR SECTION CHAPTER 1: ACCESSING THE SERVER NOTE: When logging on the Server for the first time, the ER Status pop-up box opens, and the main screen displays with a message, as shown in the example in Logging on the First Time. Follow the directions in this sub-section before proceeding. (Refer to Appendix A: Evaluation Mode for information on using the ER Server in the evaluation mode, or for changing the Server from this mode to the activated mode.
ADMINISTRATOR SECTION CHAPTER 1: ACCESSING THE SERVER 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 R3000. • choose Archive if you wish the Server to function in the “archive” mode, solely as a receptacle for historical, archived files.
ADMINISTRATOR SECTION CHAPTER 1: ACCESSING THE SERVER Set up an Administrator Login ID NOTE: If you have already set up your user name and password, you can skip this section. 1. At the Network pull-down menu, choose Administrators to display the Add/Edit/Delete Administrators screen where you will set up your user name and password: Fig. 1:1-3 Add/Edit/Delete Administrators screen 2. Select New Administrators from the pull-down menu. 3.
ADMINISTRATOR SECTION CHAPTER 1: ACCESSING THE SERVER 5. In the Confirm Password field, re-enter the password in the exact format used at the Password field. 6. Click the Save button. Log Off To log off the Administrator console, click the Logout link beneath the banner in any screen to display the log out screen: Fig.
ADMINISTRATOR SECTION CHAPTER 1: ACCESSING THE SERVER Click the “X” in the upper right corner of the browser window to close the window. Exiting the Administrator console will log you off the Server, but will not turn off the Server. WARNING: If you need to turn off the Server, follow the shut down procedures outlined in the Shut Down screen sub-section under the Server Menu section in Chapter 2. Failure to properly shut down the Server can result in data being lost or corrupted.
ADMINISTRATOR SECTION CHAPTER 2: CONFIGURING THE ER SERVER Chapter 2: Configuring the ER Server Administrator Console After logging on the Server, the main screen of the Administrator console displays in your Web browser: Fig. 1:2-1 Administrator console, main screen The Administrator console is used for configuring and maintaining the ER Server. Settings made in the Administrator console affect the Client reporting application.
ADMINISTRATOR SECTION CHAPTER 2: CONFIGURING THE ER 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.
ADMINISTRATOR SECTION CHAPTER 2: CONFIGURING THE ER SERVER Box Mode screen The Box Mode screen 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.
ADMINISTRATOR SECTION CHAPTER 2: CONFIGURING THE ER 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.
ADMINISTRATOR SECTION CHAPTER 2: CONFIGURING THE ER 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.
ADMINISTRATOR SECTION CHAPTER 2: CONFIGURING THE ER 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.
ADMINISTRATOR SECTION CHAPTER 2: CONFIGURING THE ER 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.
ADMINISTRATOR SECTION CHAPTER 2: CONFIGURING THE ER SERVER Locked-out Accounts and IPs screen The Locked-out Accounts and IPs screen displays when the Lockouts option is selected from the Network menu. This screen is used for unlocking accounts or IP addresses of administrators and sub-administrators that are currently locked out of the Administrator console or Web Client. Fig.
ADMINISTRATOR SECTION CHAPTER 2: CONFIGURING THE ER SERVER NOTE: An account or IP address becomes locked if the Password Security Options feature is enabled in the Optional Features screen, and a user is unable to log into the Administrator console or Web Client due to a password expiration, or having met the specified number of failed password attempts within the designated timespan.
ADMINISTRATOR SECTION CHAPTER 2: CONFIGURING THE ER SERVER • IP: ‘x.x.x.x’ has been successfully unlocked. NOTE: In the text above, ‘xxx’ and ‘x.x.x.x’ represents the unlocked username/IP address. 3. Click OK to return to the Locked-out Accounts and IPs screen that no longer shows the accounts/IPs that have been unlocked.
ADMINISTRATOR SECTION CHAPTER 2: CONFIGURING THE ER 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, Shut Down, and Web Client Server Management. Fig.
ADMINISTRATOR SECTION CHAPTER 2: CONFIGURING THE ER SERVER Backup screen The Backup screen displays when the Backup option is selected from the Server menu. This screen is used for setting up the password for the remote server’s FTP account, for executing an immediate backup on the ER Server, and for performing a restoration to the database from the previous backup run. Fig.
ADMINISTRATOR SECTION CHAPTER 2: CONFIGURING THE ER SERVER Although automatic backups to a local ER hard drive are scheduled nightly by default, it is important that the ER 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 database files are available for restoration without relying on the ER’s hard drives.
ADMINISTRATOR SECTION CHAPTER 2: CONFIGURING THE ER SERVER Set up/Edit External Backup FTP Password In order to back up the ER Server’s database to a remote server, an FTP account must be established for the remote server. NOTE: In the External Backup FTP Account frame, the login name that will be used to access the remote server displays in the Username field. This field cannot be edited. 1. In the Password field, enter up to eight characters for the password.
ADMINISTRATOR SECTION CHAPTER 2: CONFIGURING THE ER SERVER When performing a manual backup, the ER’s database is immediately saved to the internal backup drive. From the remote server, the backup database can be retrieved via FTP, and then stored off site. TIP: 8e6 recommends executing an on demand backup during the lightest period of system usage, so the Server will perform at maximum capacity. 1.
ADMINISTRATOR SECTION CHAPTER 2: CONFIGURING THE ER SERVER Perform a Restoration to the ER Server There are two parts in performing a restoration of data to your ER Server. Part one requires data to be loaded on the remote server and then FTPed to the ER Server. Part two requires the FTPed data to be restored on the ER Server. NOTE: Before restoring backup data to the ER Server, be sure you have enough space on the ER Server. Data that is restored to the ER Server will automatically include indexes.
ADMINISTRATOR SECTION CHAPTER 2: CONFIGURING THE ER 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.
ADMINISTRATOR SECTION CHAPTER 2: CONFIGURING THE ER 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.
ADMINISTRATOR SECTION CHAPTER 2: CONFIGURING THE ER 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.
ADMINISTRATOR SECTION CHAPTER 2: CONFIGURING THE ER SERVER View the Status of the Server The Product Version number of the software displays at the top of the screen, along with the date that software version was implemented.
ADMINISTRATOR SECTION CHAPTER 2: CONFIGURING THE ER SERVER Secure Access screen The Secure Access screen displays when the Secure Access option is selected from the Server menu. This screen is primarily used by 8e6 technical support representatives to perform maintenance on your Server, if your system is behind a firewall that denies access to your Server. Fig.
ADMINISTRATOR SECTION CHAPTER 2: CONFIGURING THE ER 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”. Fig.
ADMINISTRATOR SECTION CHAPTER 2: CONFIGURING THE ER SERVER Terminate a Port Connection 1. After maintenance has been performed on the customer’s Server, select the active port number from the list box by clicking on it. 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.
ADMINISTRATOR SECTION CHAPTER 2: CONFIGURING THE ER SERVER Software Update screen The Software Update screen displays when the Software Update option is selected from the Server menu. This screen is used for updating the Server with software updates supplied by 8e6, and for viewing a list of software updates that are available and/or previously installed on the Server. Fig.
ADMINISTRATOR SECTION CHAPTER 2: CONFIGURING THE ER SERVER View Installed Software Updates Any software update previously installed on the Server displays in the ER Patch History frame. For each installed software update, the Date installed (YYYY/MM/DD), and software update Name and Description display. Uninstall the Most Recently Applied Software Update In the ER Patch History frame, the most recently applied software update can be unapplied by clicking Undo.
ADMINISTRATOR SECTION CHAPTER 2: CONFIGURING THE ER SERVER Install a Software Update WARNING: Before installing a software update, you must shut off the Server’s software by selecting the Shutdown Software option on the Shut Down screen. (See the Shut Down subsection under the Server menu section in this chapter.) All software updates must be installed in numerical order on your Server.
ADMINISTRATOR SECTION CHAPTER 2: CONFIGURING THE ER SERVER Apply Now: 1. Click Apply Now to open a dialog box containing information about the software release: Fig. 1:2-14 Software update dialog box 2. Click Yes to open the EULA dialog box: Fig.
ADMINISTRATOR SECTION CHAPTER 2: CONFIGURING THE ER SERVER 3. After reading the contents of the End User License Agreement, click Yes if you agree to its terms. This action closes the EULA dialog box and begins the software update application process. 4. To determine whether the software update has been successfully applied, click the hyperlink (“here”) beneath the ER Patch History frame in the Software Update screen to open the Patch Log window: Fig. 1:2-16 Patch Log window 5.
ADMINISTRATOR SECTION CHAPTER 2: CONFIGURING THE ER SERVER NOTE: After installing the software update, if a message displays that informs you to reboot the Server, you should select the Restart Software option on the Shut Down screen. 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.
ADMINISTRATOR SECTION CHAPTER 2: CONFIGURING THE ER SERVER ware Restart process, files normally FTPed to the Server are routed to a problem directory in the logging device. 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.
ADMINISTRATOR SECTION CHAPTER 2: CONFIGURING THE ER SERVER Web Client Server Management screen The Web Client Server Management screen displays when the Web Client Server Management option is selected from the Server menu. This screen is used for enabling specified Web Client Server features. Fig.
ADMINISTRATOR SECTION CHAPTER 2: CONFIGURING THE ER SERVER Restart the Web Client Server In the Restart Web Client Server frame, click Restart to restart the Web Client server. As a result of this action, a screen displays with the following message: “The Web Client Server will restart in a few minutes.” Click OK to return to the Web Client Server Management screen. Enable/Disable Web Client Server Access 1.
ADMINISTRATOR SECTION CHAPTER 2: CONFIGURING THE ER SERVER Database Menu The Database pull-down menu includes options for configuring the database. These options are: IP.ID, Username Display Setting, Elapsed Time, Page Definition, Tools, Expiration, NAS Status, Optional Features, and User Group Import. Fig. 1:2-19 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.
ADMINISTRATOR SECTION CHAPTER 2: CONFIGURING THE ER SERVER Fig. 1:2-20 User Name Identification screen with IP.ID activated 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.
ADMINISTRATOR SECTION CHAPTER 2: CONFIGURING THE ER SERVER WARNINGS The ER 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 R3000—causing it to log external traffic. To resolve this issue, the R3000 should be modified to log activity only within the network. If a firewall is used, it should be set up to prevent logging NetBIOS requests outside the network. If using IP.
ADMINISTRATOR SECTION CHAPTER 2: CONFIGURING THE ER SERVER View the User Name Identification screen There are two frames on this screen: one used for customizing the label that displays in Client reports for unidentified machines, and the other used for specifying username identification (IP.ID) criteria. These frames will be populated if entries were previously made in them.
ADMINISTRATOR SECTION CHAPTER 2: CONFIGURING THE ER SERVER • Static IP assignment - this option logs a user’s activity by the IP address of the machine used. When selecting this option, the Update button becomes activated. a. Click the Update button to automatically generate a table of static IP addresses and machine names. After this table is created, the message screen displays to confirm the successful execution of this task. b. Click the Back button to return to the User Name Identification screen. 4.
ADMINISTRATOR SECTION CHAPTER 2: CONFIGURING THE ER SERVER Username Display Setting screen This Username Display Setting screen displays when the Username Display Setting option is selected from the Database menu. This screen is used for configuring the username format imported from raw logs and customizing the username format that displays in reports. Fig.
ADMINISTRATOR SECTION CHAPTER 2: CONFIGURING THE ER SERVER View the Current Username Display Setting In the Current Username Display Setting frame, the current username format displays—if previously entered in the Display username field and saved on this screen. Modify the Username Display Setting In the Modify Username Display Setting frame, make selections from list boxes and apply results for the new username format to be displayed in the report. 1.
ADMINISTRATOR SECTION CHAPTER 2: CONFIGURING THE ER SERVER 4. Click Add to include your selection in the Display username field below. NOTE: Follow steps 3 and 4 for each field to be added to the Display username field below. Each additional selection added to the display name is preceded by a backslash ( \ ). 5. Click Apply to save your entries and to display the new username format in the Current Username Display Setting frame.
ADMINISTRATOR SECTION CHAPTER 2: CONFIGURING THE ER SERVER Page View Elapsed Time screen The Page View Elapsed Time screen displays when the Elapsed Time option is selected from the Database menu. This screen is used for establishing the value—amount of time—that will be used when tracking the length of a user’s stay at a given Web site, and the number of times the user accesses that site. Fig. 1:2-22 Page View Elapsed Time screen Establish the Unit of Elapsed Time for Page Views 1.
ADMINISTRATOR SECTION CHAPTER 2: CONFIGURING THE ER SERVER 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.
ADMINISTRATOR SECTION CHAPTER 2: CONFIGURING THE ER SERVER Page Definition screen The Page Definition screen displays when the Page Definition option is selected from the Database menu. This screen is used for specifying the types of pages to be included in the detail report for Page searches. Fig. 1:2-23 Page Definition screen View the Current Page Types The Current page types list box contains the extensions of page types to be included in the detail report.
ADMINISTRATOR SECTION CHAPTER 2: CONFIGURING THE ER SERVER Remove a Page Type To remove a page type from the detail report: 1. Select the page extension from the Current page types list box. 2. Click Remove. 3. Click Apply. Add a Page Type To add a page type in the detail report: 1. Enter the New Page Type extension. 2. Click Add to include the extension in the Current page types list box. 3. Click Apply.
ADMINISTRATOR SECTION CHAPTER 2: CONFIGURING THE ER SERVER Tools screen The Tools screen displays when the Tools option is selected from the Database menu. This screen is used for viewing reports and logs to help you troubleshoot problems with the Client application. Fig.
ADMINISTRATOR SECTION CHAPTER 2: CONFIGURING THE ER SERVER View Diagnostic Reports 1. Choose a report from the pull-down menu (Table Status, Process List, Full Process List, Tables, or Daily Summary). 2. Click the View button to view the selected diagnostic report in a pop-up window: • Table Status - This report contains a list of Client table names, and columns of statistics on each table, such as type, size, number of rows, and time created and updated.
ADMINISTRATOR SECTION CHAPTER 2: CONFIGURING THE ER SERVER • db Expiration - This log includes information about expiring data on the Server. • db Expire Summary - This log provides a list of data expiration from summary tables. • db Identify - This log provides information about the Server’s action of obtaining user/machine names from name log files and populating the database with these names.
ADMINISTRATOR SECTION CHAPTER 2: CONFIGURING THE ER SERVER • Patch Log - This log gives information about applied software updates. • MYSQL Log - This log provides information pertaining to the MySQL server. • Error Entry - R2k - This log displays a list of R2000 query errors. • Error Entry - R3k - This log displays a list of R3000 query errors. 3. Click the “X” in the upper right corner of the pop-up window to close the window.
ADMINISTRATOR SECTION CHAPTER 2: CONFIGURING THE ER SERVER Expiration screen The Expiration screen displays when the Expiration option is selected from the Database menu. This screen shows statistics on the amount of data currently stored on the Server box, and provides an estimated date when that data will expire.
ADMINISTRATOR SECTION CHAPTER 2: CONFIGURING THE ER SERVER NOTE: Though the database is backed up automatically each day, under certain circumstances you may need to perform a manual backup to the internal backup drive, and then save this data off site. (See the Server Menu Backup screen section for information on establishing backup procedures, and backing up and restoring data on the ER Server.
ADMINISTRATOR SECTION CHAPTER 2: CONFIGURING THE ER SERVER • Expire - pertains to the action of dropping data from the Server when there is no room left on the hard drive for additional storage. When the hard drive reaches its maximum data storage capacity, indexes from the oldest week of data stored on the Server are dropped, or “expired” from the Server. Thereafter, when more space is needed on the Server, the oldest week of non-indexed data “expires.
ADMINISTRATOR SECTION CHAPTER 2: CONFIGURING THE ER 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.
ADMINISTRATOR SECTION CHAPTER 2: CONFIGURING THE ER 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.
ADMINISTRATOR SECTION CHAPTER 2: CONFIGURING THE ER 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.
ADMINISTRATOR SECTION CHAPTER 2: CONFIGURING THE ER 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.
ADMINISTRATOR SECTION CHAPTER 2: CONFIGURING THE ER SERVER TIP: 8e6 recommends that you set up your Server to store more live data than archive data for the benefit of administrators and sub-administrators who generate reports via the Client application. Report processing times are slower when generating reports that include non-indexed data.
ADMINISTRATOR SECTION CHAPTER 2: CONFIGURING THE ER SERVER NAS Status screen The NAS Status screen displays when the NAS Status option is selected from the Database menu. This screen is used for verifying the status of the Network Attached Storage (NAS) device. The NAS is used for storing ER data that otherwise might be lost from the ER Server when reaching its maximum data storage capacity. Fig.
ADMINISTRATOR SECTION CHAPTER 2: CONFIGURING THE ER SERVER View NAS Status Information One of the following informational messages displays on this screen, depending on whether or not a NAS device is attached to the ER: • This ER does not have a NAS device attached. NAS Ping Status: N/A • This ER has a NAS device attached. NAS Ping Status: OK • This ER has a NAS device attached. NAS Ping Status: FAILED If the “FAILED” message displays, verify that the NAS is properly connected to the ER.
ADMINISTRATOR SECTION CHAPTER 2: CONFIGURING THE ER SERVER Fig.
ADMINISTRATOR SECTION CHAPTER 2: CONFIGURING THE ER SERVER Enable Search String Reporting If Search String Reporting is enabled, detail drill down reports display the full search string content typed into a search engine text box for search sites such as Google, Yahoo!, MSN, AOL, Ask.com, YouTube.com, and MySpace.com. 1. Click the radio button corresponding to “ON” to let search string entries display in drill down reports. 2. Click Apply to apply your setting.
ADMINISTRATOR SECTION CHAPTER 2: CONFIGURING THE ER SERVER 1. Click the radio button corresponding to “ON” to make the Wall Clock Time Report selection available in an administrator’s Custom Reports menu. 2. Click Apply to apply your setting. NOTE: Since Wall Clock Time reports are processed each night, any changes made to settings today will not effective until the following day.
ADMINISTRATOR SECTION CHAPTER 2: CONFIGURING THE ER SERVER Enable, Configure Password Security Option In the Password Security Options frame, passwords for accessing the Administrator console or Web Client can be set to expire after a specified number of days, and/or lock out the user from accessing the Administrator console and Web Client after a specified number of failed password entry attempts within a defined interval of time. 1.
ADMINISTRATOR SECTION CHAPTER 2: CONFIGURING THE ER SERVER • OFF - Choose this option if the user will not be locked out by username after entering the incorrect password.
ADMINISTRATOR SECTION CHAPTER 2: CONFIGURING THE ER SERVER User Group Import screen The User Group Import screen displays when the User Group Import option is selected from the Database menu. This screen is used for specifying R3000 servers to send LDAP user group membership information to this ER Server. Fig. 1:2-28 User Group Import screen Import User Groups NOTE: R3000 IP fields are populated by default if one or more R3000 servers are connected to this ER server. 1.
ADMINISTRATOR SECTION CHAPTER 2: CONFIGURING THE ER SERVER NOTE: If additional R3000 servers need to be specified, click More R3000s to display the next four sets of entry fields. 3. After specifying all R3000 servers, click Import Now to begin the data importation process. 4. When the importation process has successfully been completed, a confirmation page displays the following message: “The importing process finished.” Click OK to return to the User Group Import screen.
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TECHNICAL SUPPORT / PRODUCT WARRANTIES TECHNICAL SUPPORT Office Locations and Phone Numbers 8e6 Corporate Headquarters (USA) 828 West Taft Avenue Orange, CA 92865-4232 USA Local Fax Domestic US International : : : : 714.282.6111 714.282.6116 1.888.786.7999 +1.714.282.6111 8e6 Taiwan 7 Fl., No. 1, Sec. 2, Ren-Ai Rd. Taipei 10055 Taiwan, R.O.C.
TECHNICAL SUPPORT / PRODUCT WARRANTIES TECHNICAL SUPPORT 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. • If your issue needs to be escalated, you will be given a ticket number for reference, and a senior-level technician will contact you to resolve the issue.
TECHNICAL SUPPORT / PRODUCT WARRANTIES PRODUCT WARRANTIES 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. This standard Warranty Period applies to both new and refurbished equipment for a period of one year from the delivery date.
TECHNICAL SUPPORT / PRODUCT WARRANTIES PRODUCT WARRANTIES 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.com/support.html Toll Free: 888-786-7999, press 3 Telephone: 1+714-282-6111, press 3 E-mail: support@8e6.
TECHNICAL SUPPORT / PRODUCT WARRANTIES PRODUCT WARRANTIES 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).
APPENDICES SECTION APPENDIX A APPENDICES SECTION Appendix A Evaluation Mode By default, the ER Server and Client are set to the evaluation mode. This appendix explains how to use the ER Server in the evaluation mode, and how to activate the ER Server to function in the activated mode. Administrator Console After logging on the Server, the ER Status pop-up box opens to inform you that the ER unit is currently in the evaluation mode: Fig.
APPENDICES SECTION APPENDIX A You have the option to either use the ER unit in the evaluation mode, or change the evaluation mode in one of two ways—by extending the evaluation period, or by activating the unit so that it can be used in the activated mode. NOTE: The message: “EVALUATION MODE - MAX DATA STORAGE ‘X’ WEEKS” also displays at the top of the Expiration screen in the Administrator console.
APPENDICES SECTION APPENDIX A Use the Server in the Evaluation Mode To use the unit in the evaluation mode, click the "X" in the upper right corner of the ER Status pop-up box to close it. Expiration screen In the evaluation mode, the Expiration screen can only be used for viewing data storage statistics, and not for modifying data storage capacity criteria. Fig.
APPENDICES SECTION APPENDIX A When the Server is in the evaluation mode, the following message displays at the top of the screen: “Evaluation Mode – Max Data Storage ‘X’ Weeks” (in which ‘X’ represents the maximum number of weeks in the ER’s data storage scope). Since the evaluation period is set for a fixed time period, you cannot make adjustments to the amount of data that will be stored on the Server. Thus, the Save button is not included at the bottom of the screen.
APPENDICES SECTION APPENDIX A Fig. A-3 Activation Page pop-up box Activation Page 1. In the Activation Page pop-up box, the Hostname of the Server, IP address, and Mac Address (Media Access Control address) display. 2. Call 8e6 Technologies at either 714-282-6111 or 1-888786-7999, and speak to a technical support representative about changing the evaluation mode. The technical support representative will ask you for the following information: a. Hostname, IP address, and Mac Address. b.
APPENDICES SECTION APPENDIX A 4. Click Activate to display the confirmation message in the Activation Page pop-up box: • If extending the evaluation period for the unit, the following message displays: “It is now in evaluation mode (‘X’ weeks)!” in which ‘X’ represents the number of weeks in the new evaluation period. • If activating the unit, the following message displays: “Your box has been activated!” 5. Click CLOSE to close the Activation Page pop-up box.
APPENDICES SECTION APPENDIX B Appendix B Disable Pop-up Blocking Software A user with pop-up blocking software installed on his/her workstation will need to disable pop-up blocking in order to use the Client. This appendix provides instructions on how to disable popup blocking software for the following products: Yahoo! Toolbar, Google Toolbar, AdwareSafe, and Windows XP Service Pack 2 (SP2).
APPENDICES SECTION APPENDIX B 2. Choose Always Allow Pop-Ups From to open the Yahoo! Pop-Up Blocker dialog box: Fig. B-2 Allow pop-ups from source 3. Select the source from the Sources of Recently Blocked Pop-Ups list box to activate the Allow button. 4. Click Allow to move the selected source to the Always Allow Pop-Ups From These Sources list box. 5. Click Close to save your changes and to close the dialog box.
APPENDICES SECTION APPENDIX B Google Toolbar Pop-up Blocker Add the Client to the White List To add the Client to the white list so that it will always be allowed to pass, go to the Google Toolbar and click the # blocked icon: Fig. B-3 # blocked icon enabled Clicking this icon toggles to the Site pop-ups allowed icon, adding the Client to your white list: Fig.
APPENDICES SECTION APPENDIX B AdwareSafe Pop-up Blocker Disable Pop-up Blocking AdwareSafe’s SearchSafe toolbar lets you toggle between enabling pop-up blocking (# popups blocked) and disabling pop-up blocking (Popup protection off) by clicking the popup icon. 1. In the IE browser, go to the SearchSafe toolbar and click the icon for # popups blocked to toggle to Popup protection off. This action turns off pop-up blocking. 2.
APPENDICES SECTION APPENDIX B Windows XP SP2 Pop-up Blocker This sub-section provides information on setting up pop-up blocking and disabling pop-up blocking in Windows XP SP2. Set up Pop-up Blocking There are two ways to enable the pop-up blocking feature in the IE browser. Use the Internet Options dialog box 1. From the IE browser, go to the toolbar and select Tools > Internet Options to open the Internet Options dialog box. 2. Click the Privacy tab: Fig. B-5 Enable pop-up blocking 3.
APPENDICES SECTION APPENDIX B Use the IE Toolbar In the IE browser, go to the toolbar and select Tools > Popup Blocker > Turn On Pop-up Blocker: Fig. B-6 Toolbar setup When you click Turn On Pop-up Blocker, this menu selection changes to Turn Off Pop-up Blocker and activates the Pop-up Blocker Settings menu item. You can toggle between the On and Off settings to enable or disable pop-up blocking.
APPENDICES SECTION APPENDIX B Add the Client to the White List There are two ways to disable pop-up blocking for the Client and to add the Client to your white list. Use the IE Toolbar 1. With pop-up blocking enabled, go to the toolbar and select Tools > Pop-up Blocker > Pop-up Blocker Settings to open the Pop-up Blocker Settings dialog box: Fig. B-7 Pop-up Blocker Settings 2. Enter the Address of Web site to allow, and click Add to include this address in the Allowed sites list box.
APPENDICES SECTION APPENDIX B Use the Information Bar With pop-up blocking enabled, the Information Bar can be set up and used for viewing information about blocked popups or allowing pop-ups from a specified site. Set up the Information Bar 1. Go to the toolbar and select Tools > Pop-up Blocker > Pop-up Blocker Settings to open the Pop-up Blocker Settings dialog box (see Fig. B-7). 2. In the Notifications and Filter Level frame, click the checkbox for “Show Information Bar when a pop-up is blocked.” 3.
APPENDICES SECTION APPENDIX B 3. Click Yes to add the Client to your white list and to close the dialog box. NOTE: To view your white list, go to the Pop-up Blocker Settings dialog box (see Fig. B-7) and see the entries in the Allowed sites list box.
APPENDICES SECTION APPENDIX B 104 8E6 TECHNOLOGIES, ENTERPRISE REPORTER ADMINISTRATOR USER GUIDE
INDEX A Access Client 49 add/edit/delete administrators 15 Add/Edit/Delete Administrators screen 22 administrator e-mail contact setup 34 log in to Server 15 Administrator GUI 18 alert box, terminology 4 archive data setup on Server 66 terminology 67 B back up data internal on demand backup 31 to remote server 32 backup procedures 29 Backup screen 29 Block Request Count 77 Box Mode screen 20 button, terminology 4 C checkbox, terminology 4 Client 1, 8, 14, 18, 20, 50, 53, 73 diagnostic reports 63 evaluatio
INDEX D data storage setup 66 Database Menu 50 database status logs 62 Date Scope Expiration screen 66 diagnostic reports 62 dialog box, terminology 4 disable pop-up blockers 95 E Elapsed Time 58 expiration 68 Expiration screen 66 expire data from Server 66 passwords 79 terminology 68 F field, terminology 5 File Transfer Protocol (FTP) 31, 47 frame, terminology 5 FTP (File Transfer Protocol) 31, 32, 33, 47 G generate static table of IP addresses, machine names 54 H hardware 9 I install Server patch 43
INDEX IP.
INDEX create for remote server’s FTP account 31 security option 79 patch Server 41 unapply 42 pop-up blocking, disable 95 pop-up box/window, terminology 5 Product Warranties section 86 pull-down menu, terminology 5 Q Quick Start Guide 75 R R3000 1, 20, 52, 81 R3000IR Quick Start Guide 11 radio button, terminology 6 remote server backup 32 reports diagnostic 63 restart the Server 46 restore data from backup 33 rules elapsed time 59 expiration 68 S screen, terminology 6 Search String Reporting 77 Secure A
INDEX Server Menu 28 Server Status screen 36 Shut Down screen 46 software 9 Software Update screen 41 T table, terminology 6 technical support 38 Technical Support section 83 Terminology 4 text box, terminology 6 Tools screen 62 U update Server software 41 User Group Import screen 81 User Name Identification screen 50 Username Display Setting screen 55 V view diagnostic reports 63 W Wall Clock Time 77 Web Client Server Management screen 48 window, terminology 7 workstation requirements 10 8E6 TECHNOLO
INDEX 110 8E6 TECHNOLOGIES, ENTERPRISE REPORTER ADMINISTRATOR USER GUIDE
