8e6 Technologies 3 manual

8e6 Enter prise Repor t er 3.0 U SER ’ S G UIDE[...]

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© 2003 8e6 T echnologies All rights reserved. 828 W . T aft A ve., Orange, CA 92865, USA V ersion 1.07, published August 2003 Printed in the United S tates of America This document may not, in whole or in part, be copied, photo- copied, reproduced, translated, or reduced to any electronic medium or machine readable form without prior written conse[...]

4 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE C ONTENTS C ONTENTS E NTERPRISE R EPORTER 3.0 O VERVIEW ............................. 1 1 Operations ........................................................................................... 1 1 Component s ........................................................................[...]

8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 5 C ONTENTS Add/Edit/Delete Administrators screen ............................... 2 9 View a List of Administrators ....... ................................... 3 0 Add an Administrator ...................................................... 30 Edit an Administrator ’ s Login ID ...[...]

6 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE C ONTENTS Shut Down screen ............................................................... 5 5 Server Action Selections ................................................ 55 Perform a Server Action ................................................. 56 Dat abase Menu .................[...]

8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 7 C ONTENTS View , Modify Server Information ......................................... 9 6 Log In ....................................................................................... 9 9 Server S tatistics ................................................................ 10 0 Date[...]

8 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE C ONTENTS User Permissions ................................................................... 12 8 Add User ........................................................................... 1 28 User Information frame ..................................................... 13 0 Add User [...]

8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 9 C ONTENTS Save icon .......................................................................... 14 9 View icon ........................................................................... 1 50 View , Print the Report .................................................. 15 1 Double Bre[...]

10 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE C ONTENTS Site/IPs ................................................................................... 1 88 Site/Users ............................................................................... 1 89 Category Groups Report .....................................................[...]

8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 11 O VER VIEW E NTERPRISE R EPORTER 3.0 O VERVIEW T hough 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 access[...]

12 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE O VER VIEW Component s Hardware • High performance server • One or more high-capacity hard drives • Optional: One or more Network Attached S torage (NAS) devices Software • Linux OS • Graphical User Interface (GUI) application utilized by authorized administrators to co[...]

8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 13 O VER VIEW 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) V ersion [...]

14 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE O VER VIEW 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. • Administra[...]

8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 15 O VER VIEW 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 it alicized text giving you hints on ho[...]

16 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE O VER VIEW T erminology 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[...]

8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 17 O VER VIEW clicking a button (such as “Y es” or “No”, or “Next” or “Can- cel”) 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 ,[...]

18 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE O VER VIEW • 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 scree[...]

8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 19 A DMINISTRA TOR S ECTION : I NTRODUCTION A DMINISTRA TOR S ECTION Introduction The authorized administrator of the ER 3.0 Server is respon- sible for integrating the Server into the existing network, and providing the Server a high-speed connection to the desig- nated logging dev[...]

20 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE A DMINISTRA TOR S ECTION : C HAPTER 1 - A CCESSING THE S ERVER Chapter 1: Accessing the Server Preliminary Network Settings T o initially set up your ER 3.0 Server , follow the instructions in the Quick S tart Guide, the four-p age leaflet packaged with your ER 3.0. This guide ex[...]

8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 21 A DMINISTRA TOR S ECTION : C HAPTER 1 - A CCESSING THE S ERVER Procedures for Logging On, Off the Server W ARNING : 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.[...]

22 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE A DMINISTRA TOR S ECTION : C HAPTER 1 - A CCESSING THE S ERVER 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 ti[...]

8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 23 A DMINISTRA TOR S ECTION : C HAPTER 1 - A CCESSING THE S ERVER TIP : Af ter 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 Admin[...]

24 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE A DMINISTRA TOR S ECTION : C HAPTER 1 - A CCESSING THE S ERVER 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[...]

8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 25 A DMINISTRA TOR S ECTION : C HAPTER 2 - C ONFIGURING THE ER 3.0 S ERVER Chapter 2: Configuring the ER 3.0 Server Administrator GUI After logging on the Server , the main screen of the Adminis- trator GUI displays in your Web browser: The Administrator GUI is used for configuring [...]

26 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE A DMINISTRA TOR S ECTION : C HAPTER 2 - C ONFIGURING THE ER 3.0 S ERVER 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 t[...]

8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 27 A DMINISTRA TOR S ECTION : C HAPTER 2 - C ONFIGURING THE ER 3.0 S ERVER 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 t[...]

28 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE A DMINISTRA TOR S ECTION : C HAPTER 2 - C ONFIGURING THE ER 3.0 S ERVER Change the Box Mode 1. Click the Change Mode button to display the two box mode options on the screen: 2. Click the radio button corresponding to Live or Archive to specify the mode in which the Server should[...]

8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 29 A DMINISTRA TOR S ECTION : C HAPTER 2 - C ONFIGURING THE ER 3.0 S ERVER 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[...]

30 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE A DMINISTRA TOR S ECTION : C HAPTER 2 - C ONFIGURING THE ER 3.0 S ERVER V iew a List of Administrators T o 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[...]

8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 31 A DMINISTRA TOR S ECTION : C HAPTER 2 - C ONFIGURING THE ER 3.0 S ERVER 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 adm[...]

32 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE A DMINISTRA TOR S ECTION : C HAPTER 2 - C ONFIGURING THE ER 3.0 S ERVER 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 [...]

8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 33 A DMINISTRA TOR S ECTION : C HAPTER 2 - C ONFIGURING THE ER 3.0 S ERVER Routing T able screen The Routing T able screen displays when the Routing T able option is selected from the Network menu. This screen is used for viewing, building, and maintaining a list of routers— netwo[...]

34 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE A DMINISTRA TOR S ECTION : C HAPTER 2 - C ONFIGURING THE ER 3.0 S ERVER column, and the IP address of the portal that will transfer dat a packet s to and from the Internet displays in the Gateway column. Add a Router 1. In the Destination field, enter the IP address of the net- w[...]

8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 35 A DMINISTRA TOR S ECTION : C HAPTER 2 - C ONFIGURING THE ER 3.0 S ERVER Time Settings screen The T ime Settings screen displays when the T ime 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 Ser[...]

36 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE A DMINISTRA TOR S ECTION : C HAPTER 2 - C ONFIGURING THE ER 3.0 S ERVER 3. Click the Save button. W ARNING : 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 [...]

8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 37 A DMINISTRA TOR S ECTION : C HAPTER 2 - C ONFIGURING THE ER 3.0 S ERVER 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 Up date button to synchronize the clock on your Server with the NTP server cloc[...]

38 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE A DMINISTRA TOR S ECTION : C HAPTER 2 - C ONFIGURING THE ER 3.0 S ERVER 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[...]

8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 39 A DMINISTRA TOR S ECTION : C HAPTER 2 - C ONFIGURING THE ER 3.0 S ERVER but zero (0) packet s were received by the designated ma- chine, for a total of three (3) errors and a 100 percent packet loss. TIP : If the machine cannot be cont acted, be sure the ping feature on that mach[...]

40 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE A DMINISTRA TOR S ECTION : C HAPTER 2 - C ONFIGURING THE ER 3.0 S ERVER 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 th[...]

8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 41 A DMINISTRA TOR S ECTION : C HAPTER 2 - C ONFIGURING THE ER 3.0 S ERVER Server Menu The Server pull-down menu includes options for setting up processes for maintaining the Server . These options are: Backup, Self-Monitoring, Server S tatus, Secure Access, Software Update, and Shu[...]

42 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE A DMINISTRA TOR S ECTION : C HAPTER 2 - C ONFIGURING THE ER 3.0 S ERVER 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 dat a integrity a[...]

8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 43 A DMINISTRA TOR S ECTION : C HAPTER 2 - C ONFIGURING THE ER 3.0 S ERVER 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 [...]

44 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE A DMINISTRA TOR S ECTION : C HAPTER 2 - C ONFIGURING THE ER 3.0 S ERVER 2. In the Confirm Password field, re-enter the p assword 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 e[...]

8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 45 A DMINISTRA TOR S ECTION : C HAPTER 2 - C ONFIGURING THE ER 3.0 S ERVER 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 [...]

46 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE A DMINISTRA TOR S ECTION : C HAPTER 2 - C ONFIGURING THE ER 3.0 S ERVER Perform a Restoration to the ER 3.0 Server There are two part s 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.[...]

8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 47 A DMINISTRA TOR S ECTION : C HAPTER 2 - C ONFIGURING THE ER 3.0 S ERVER Fig. 1:2-13 Self Monitoring screen 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 maintaini[...]

48 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE A DMINISTRA TOR S ECTION : C HAPTER 2 - C ONFIGURING THE ER 3.0 S ERVER V iew 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 contact s set up as Choice one - f[...]

8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 49 A DMINISTRA TOR S ECTION : C HAPTER 2 - C ONFIGURING THE ER 3.0 S ERVER Server St atus screen The Server S tatus screen displays when the Server S tatus option is selected from the Server menu. This screen, which automatically refreshes itself every 10 seconds, displays the statu[...]

50 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE A DMINISTRA TOR S ECTION : C HAPTER 2 - C ONFIGURING THE ER 3.0 S ERVER • CPU Utilization - includes CPU process data and informa- tion on the status of the top command • Disk drives status - provides dat a on the status of each drive of the operating system • NETST A T - d[...]

8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 51 A DMINISTRA TOR S ECTION : C HAPTER 2 - C ONFIGURING THE ER 3.0 S ERVER 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 [...]

52 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE A DMINISTRA TOR S ECTION : C HAPTER 2 - C ONFIGURING THE ER 3.0 S ERVER 2. Click the S top button to terminate the port connection. This action removes the port number from the list box. T erminate All Port Connections If more than one port is currently active on the customer ’[...]

8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 53 A DMINISTRA TOR S ECTION : C HAPTER 2 - C ONFIGURING THE ER 3.0 S ERVER V iew Installed Patches Any patch previously inst alled on the Server displays in the ER Patch History frame. For each installed patch, the Date installed (YYYY/MM/DD), and p atch Name and Description display[...]

54 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE A DMINISTRA TOR S ECTION : C HAPTER 2 - C ONFIGURING THE ER 3.0 S ERVER NOTES : Af ter installing the p atch, you must restart the Software by selecting the Restart Software option on the Shut Down screen. A p atch can be uninstalled by clicking the Undo button beside the patch i[...]

8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 55 A DMINISTRA TOR S ECTION : C HAPTER 2 - C ONFIGURING THE ER 3.0 S ERVER 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. Server Action Sele[...]

56 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE A DMINISTRA TOR S ECTION : C HAPTER 2 - C ONFIGURING THE ER 3.0 S ERVER When the Server is running again, these files are FTPed to the Server . • Shut Down the Server ’ s Hardware - The Shut down Hardware option should only be selected if the Server ’ s hardware must be com[...]

8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 57 A DMINISTRA TOR S ECTION : C HAPTER 2 - C ONFIGURING THE ER 3.0 S ERVER Dat abase Menu The Database pull-down menu includes options for configur- ing the database. These options are: IP .ID, Elapsed T ime, T ools, and Expiration. User Name Identification screen The User Name Iden[...]

58 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE A DMINISTRA TOR S ECTION : C HAPTER 2 - C ONFIGURING THE ER 3.0 S ERVER Fig. 1:2-21 User Name Indentification screen with IP .ID activated[...]

8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 59 A DMINISTRA TOR S ECTION : C HAPTER 2 - C ONFIGURING THE ER 3.0 S ERVER As the administrator of the Server , you have the option to either enable or disable this feature for logging users’ activi- ties by usernames, machine names, and/or IP addresses of machines. W ARNINGS The [...]

60 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE A DMINISTRA TOR S ECTION : C HAPTER 2 - C ONFIGURING THE ER 3.0 S ERVER V iew the User Name Identification screen If user name identification has been enabled and configura- tions have been made on this screen, the IP .ID frame will be populated. The frame with addresses, machine[...]

8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 61 A DMINISTRA TOR S ECTION : C HAPTER 2 - C ONFIGURING THE ER 3.0 S ERVER S tatic IP Assignment 1. Click in the S tatic 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 butt[...]

62 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE A DMINISTRA TOR S ECTION : C HAPTER 2 - C ONFIGURING THE ER 3.0 S ERVER Deactivate User Name Identification 1. Click the radio button corresponding to Disable . 2. Click the Save button. Page View Elap sed T ime screen The Page View Elap sed T ime screen displays when the Elapsed[...]

8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 63 A DMINISTRA TOR S ECTION : C HAPTER 2 - C ONFIGURING THE ER 3.0 S ERVER Establish the Unit of Elapsed Time for Page V iews 1. In the Elap se 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 bu[...]

64 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE A DMINISTRA TOR S ECTION : C HAPTER 2 - C ONFIGURING THE ER 3.0 S ERVER For example, if the value entered at the Elapse T ime 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 t[...]

8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 65 A DMINISTRA TOR S ECTION : C HAPTER 2 - C ONFIGURING THE ER 3.0 S ERVER The following options are available on this screen: • View Diagnostic Reports • View Database S tatus Logs • Change Database (Client) Password V iew Diagnostic Reports 1. Choose a report from the pull-d[...]

66 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE A DMINISTRA TOR S ECTION : C HAPTER 2 - C ONFIGURING THE ER 3.0 S ERVER 2. Click the V iew button to view the selected database status log in a popup window: • db Combine - This log shows the status of dat abase records combined from different machines. • db Split - This log [...]

8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 67 A DMINISTRA TOR S ECTION : C HAPTER 2 - C ONFIGURING THE ER 3.0 S ERVER 3. In the V erify 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[...]

68 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE A DMINISTRA TOR S ECTION : C HAPTER 2 - C ONFIGURING THE ER 3.0 S ERVER 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 sp ace utiliza- tion and the average numb[...]

8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 69 A DMINISTRA TOR S ECTION : C HAPTER 2 - C ONFIGURING THE ER 3.0 S ERVER Since archive data contain no indexes, they occupy less space on the Server than live dat a—which include indexes and pages/objects. However , reports generated for periods of time with archive data t ake l[...]

70 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE A DMINISTRA TOR S ECTION : C HAPTER 2 - C ONFIGURING THE ER 3.0 S ERVER V iew Data Storage S tatistics In the S tatus section of this screen, the date and time of the last database expiration displays in the S tatus bar . The date displays in the YYYY -MM-DD format, and the time [...]

8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 71 A DMINISTRA TOR S ECTION : C HAPTER 2 - C ONFIGURING THE ER 3.0 S ERVER • 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, wh[...]

72 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE A DMINISTRA TOR S ECTION : C HAPTER 2 - C ONFIGURING THE ER 3.0 S ERVER • Last 8 weeks hit s/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 [...]

8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 73 A DMINISTRA TOR S ECTION : C HAPTER 2 - C ONFIGURING THE ER 3.0 S ERVER Change Data S torage Settings The Change Settings section of the screen is used for updat- ing the amount of data that will be stored on the Server box in the future. By making an entry in this section of the[...]

74 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE A DMINISTRA TOR S ECTION : C HAPTER 2 - C ONFIGURING THE ER 3.0 S ERVER TIP : 8e6 recommends that you set up your Server to store more live data than archive dat a for the benefit of administrators and managers who generate reports via the Client application. Report processing ti[...]

8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 75 C LIENT U SER S ECTION : I NTRODUCTION C LIENT U SER S ECTION Introduction This section of the User ’ s Guide provides instructions to administrators on how to install software on workst ations to run the Client application, and information to managers on how to utilize this ap[...]

76 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE C LIENT U SER S ECTION : C HAPTER 1 - W ORKST A TION C ONFIGURA TION Chapter 1: Workst ation 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 C[...]

8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 77 C LIENT U SER S ECTION : C HAPTER 1 - W ORKST A TION C ONFIGURA TION Fig. 2:1-1 ODBC folder Install the ODBC Driver 1. Open the ODBC DRIVER folder to display folders contain- ing ODBC drivers for Microsoft Windows 9x-based and NT - based operating systems: 2. Click on the folder [...]

78 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE C LIENT U SER S ECTION : C HAPTER 1 - W ORKST A TION C ONFIGURA TION 4. Click Continue to open the Inst all 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.[...]

8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 79 C LIENT U SER S ECTION : C HAPTER 1 - W ORKST A TION C ONFIGURA TION Fig. 2:1-6 Microsoft ODBC alert box After the files are copied to your machine, the Dat a Sources dialog box opens, displaying a list of available drivers: 6. Click Close to display the Microsoft ODBC Setup aler[...]

80 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE C LIENT U SER S ECTION : C HAPTER 1 - W ORKST A TION C ONFIGURA TION 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[...]

8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 81 C LIENT U SER S ECTION : C HAPTER 1 - W ORKST A TION C ONFIGURA TION 3. At the Install Runtime field, specify the location where the application will be installed. The default p ath is C:Program FilesMicrosoft OfficeART . TIP : 8e6 recommends that you create a folder named 8e[...]

82 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE C LIENT U SER S ECTION : C HAPTER 1 - W ORKST A TION C ONFIGURA TION 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 desk- top. Y ou can now download and inst all the Client application. D[...]

8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 83 C LIENT U SER S ECTION : C HAPTER 1 - W ORKST A TION C ONFIGURA TION 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 ma- chine, then close the popup window and the W[...]

84 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE C LIENT U SER S ECTION : C HAPTER 1 - W ORKST A TION C ONFIGURA TION Inst all 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 t[...]

8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 85 C LIENT U SER S ECTION : C HAPTER 1 - W ORKST A TION C ONFIGURA TION 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 Fig. 2:1-13 Installation Wizard[...]

86 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE C LIENT U SER S ECTION : C HAPTER 1 - W ORKST A TION C ONFIGURA TION 5. Once all pertinent files have been located, click Next to select the folder in which the Client application will be installed: 6. Click Next to inst all the Client application on your machine: Fig. 2:1-15 Spe[...]

8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 87 C LIENT U SER S ECTION : C HAPTER 1 - W ORKST A TION C ONFIGURA TION After the Client has been inst alled, the automatic reporting option becomes available to you: 7. Y ou must either set up automatic reporting or bypass this option. By choosing automatic reports, the Microsoft T[...]

88 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE C LIENT U SER S ECTION : C HAPTER 1 - W ORKST A TION C ONFIGURA TION • T o 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 sensi[...]

8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 89 C LIENT U SER S ECTION : C HAPTER 1 - W ORKST A TION C ONFIGURA TION Fig. 2:1-19 Login window with unchanged Server address 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):[...]

90 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE C LIENT U SER S ECTION : C HAPTER 1 - W ORKST A TION C ONFIGURA TION 3. In the Admin Password field, type in the default p assword admin exactly as shown here, in lowercase letters. 4. Click the Server Info button to display the Server and ODBC Information box: 5. In the MySQL Ho[...]

8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 91 C LIENT U SER S ECTION : C HAPTER 1 - W ORKST A TION C ONFIGURA TION NOTE : If you don’t know the IP address, cont act the adminis- trator 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 th[...]

92 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE C LIENT U SER S ECTION : C HAPTER 1 - W ORKST A TION C ONFIGURA TION Uninst all 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 :[...]

8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 93 C LIENT U SER S ECTION : C HAPTER 1 - W ORKST A TION C ONFIGURA TION 4. Click OK to open the confirmation dialog box for uninstalling the application: 5. Click OK to display the Maintenance Complete Wizard that indicates the Client application has been uninstalled: 6. Click the F[...]

94 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE C LIENT U SER S ECTION : C HAPTER 2 - A CCESSING THE C LIENT 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 s[...]

8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 95 C LIENT U SER S ECTION : C HAPTER 2 - A CCESSING THE C LIENT Administrator Det ails T o change the password of the administrator , or to modify server components—including the manager ’ s username and password—click the Admin Det ails button to open the Admin: Form popup bo[...]

96 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE C LIENT U SER S ECTION : C HAPTER 2 - A CCESSING THE C LIENT 3. In the New Password field, enter an alphanumeric pass- word 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 butt[...]

8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 97 C LIENT U SER S ECTION : C HAPTER 2 - A CCESSING THE C LIENT 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. Otherwi[...]

98 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE C LIENT U SER S ECTION : C HAPTER 2 - A CCESSING THE C LIENT • Database Password - case sensitive, alphanumeric manager password to be used at the Password field in the Client login window (default is 8e6ReporT ). W ARNING : This p assword must be the same password entered on t[...]

8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 99 C LIENT U SER S ECTION : C HAPTER 2 - A CCESSING THE C LIENT Log In In order to log in the Client, you must enter the manager username and password in the login window: 1. In the Username field, type in your username. If you have not had your username changed, enter the default u[...]

100 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE C LIENT U SER S ECTION : C HAPTER 2 - A CCESSING THE C LIENT Fig. 2:2-7 ER Server Information popup box Server St atistics The ER Server Information popup box contains details about data storage on the ER 3.0 Server . This popup box is com- prised of three frames: Date Scopes, E[...]

8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 101 C LIENT U SER S ECTION : C HAPTER 2 - A CCESSING THE C LIENT • 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 dat a currently stored on the Server , both liv[...]

102 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE C LIENT U SER S ECTION : C HAPTER 2 - A CCESSING THE C LIENT 5. T o 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 th[...]

8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 103 C LIENT U SER S ECTION : C HAPTER 2 - A CCESSING THE C LIENT • Hit s Per Week - If you selected Hits Per W eek, each week within the date range is plotted on the graph, with the number of the week (1-52) and year labeled below . • Hit s Per Month - If you selected Hits Per M[...]

104 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE C LIENT U SER S ECTION : C HAPTER 2 - A CCESSING THE C LIENT Y ou now have the option to print the chart, close the chart window , or generate a new chart. T o print the chart, click File > Print . T o close the chart window , click the in the upper right corner of the window[...]

8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 105 C LIENT U SER S ECTION : C HAPTER 2 - A CCESSING THE C LIENT NOTE : If you are not the administrator , you will only see options for Event Schedule, My Account, Server S tatistics, and Default Options. More about these buttons and icons—and the functions of their corresponding[...]

106 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE C LIENT U SER S ECTION : C HAPTER 2 - A CCESSING THE C LIENT 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 customiz- i[...]

8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 107 C LIENT U SER S ECTION : C HAPTER 2 - A CCESSING THE C LIENT • Record - click this icon to open a dialog box where custom- ized 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 Cl[...]

108 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE C LIENT U SER S ECTION : C HAPTER 3 - C USTOMIZING THE C LIENT 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 S[...]

8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 109 C LIENT U SER S ECTION : C HAPTER 3 - C USTOMIZING THE C LIENT NOTE : If you are not the administrator , you will only see options for Event Schedule, My Account, Server S tatistics, and Default Options. Details about the My Account option can be found in the My Account sub-sect[...]

110 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE C LIENT U SER S ECTION : C HAPTER 3 - C USTOMIZING THE C LIENT Click the in the upper right corner of the Scheduled Events box to exit this option. View Det ails or Edit a Scheduled Event In the Scheduled Events box, events display as rows of records. The following information i[...]

8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 111 C LIENT U SER S ECTION : C HAPTER 3 - C USTOMIZING THE C LIENT 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,[...]

112 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE C LIENT U SER S ECTION : C HAPTER 3 - C USTOMIZING THE C LIENT Schedule an Event NOTE : T o 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: [...]

8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 113 C LIENT U SER S ECTION : C HAPTER 3 - C USTOMIZING THE C LIENT 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 delet[...]

114 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE C LIENT U SER S ECTION : C HAPTER 3 - C USTOMIZING THE C LIENT View Det ails 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 it s correspo[...]

8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 115 C LIENT U SER S ECTION : C HAPTER 3 - C USTOMIZING THE C LIENT 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. [...]

116 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE C LIENT U SER S ECTION : C HAPTER 3 - C USTOMIZING THE C LIENT 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. Cli[...]

8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 117 C LIENT U SER S ECTION : C HAPTER 3 - C USTOMIZING THE C LIENT The Category Group Setup box is comprised of two frames used for setting up and maintaining category groupings: Group Information, and Group Definitions. T o exit this option, click Close . Group Information frame Th[...]

118 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE C LIENT U SER S ECTION : C HAPTER 3 - C USTOMIZING THE C LIENT 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[...]

8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 119 C LIENT U SER S ECTION : C HAPTER 3 - C USTOMIZING THE C LIENT 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 [...]

120 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE C LIENT U SER S ECTION : C HAPTER 3 - C USTOMIZING THE C LIENT 7. Click the in the upper right corner of the Add T o 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 [...]

8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 121 C LIENT U SER S ECTION : C HAPTER 3 - C USTOMIZING THE C LIENT User Groupings The User Groupings option is used for defining a customized group of users, if you wish to run reports for cert ain users only . T o create, edit, or delete a user group, click the User Group- ings but[...]

122 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE C LIENT U SER S ECTION : C HAPTER 3 - C USTOMIZING THE C LIENT 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 success[...]

8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 123 C LIENT U SER S ECTION : C HAPTER 3 - C USTOMIZING THE C LIENT 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 [...]

124 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE C LIENT U SER S ECTION : C HAPTER 3 - C USTOMIZING THE C LIENT Each user entered for the user group displays as a sepa- rate 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[...]

8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 125 C LIENT U SER S ECTION : C HAPTER 3 - C USTOMIZING THE C LIENT 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 T o Group button to open the popup box where you define users to be adde[...]

126 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE C LIENT U SER S ECTION : C HAPTER 3 - C USTOMIZING THE C LIENT 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 charac[...]

8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 127 C LIENT U SER S ECTION : C HAPTER 3 - C USTOMIZING THE C LIENT 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 pull- down menu, then re-selecti[...]

128 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE C LIENT U SER S ECTION : C HAPTER 3 - C USTOMIZING THE C LIENT 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 s[...]

8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 129 C LIENT U SER S ECTION : C HAPTER 3 - C USTOMIZING THE C LIENT 1. Click the Add User button to open the Enter Username and Password dialog box: 2. T ype in the Username . 3. T ype in the alphanumeric Password in upper- and/or lowercase characters. Y our entry displays as a serie[...]

130 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE C LIENT U SER S ECTION : C HAPTER 3 - C USTOMIZING THE C LIENT Y ou 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[...]

8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 131 C LIENT U SER S ECTION : C HAPTER 3 - C USTOMIZING THE C LIENT 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[...]

132 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE C LIENT U SER S ECTION : C HAPTER 3 - C USTOMIZING THE C LIENT 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: 3. In the Password field,[...]

8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 133 C LIENT U SER S ECTION : C HAPTER 3 - C USTOMIZING THE C LIENT 2. Select the user from the Username pull-down menu. 3. Click the Delete User button to open an alert box display- ing the message: “User deleted!” 4. Click OK to close the alert box. 5. Click the in the upper ri[...]

134 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE C LIENT U SER S ECTION : C HAPTER 3 - C USTOMIZING THE C LIENT Options available to the user include: Event Schedule, My Account, Server S tatistics, and Default Options. My Account is used for viewing a list of users who are in- cluded in your user group(s), and for updating yo[...]

8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 135 C LIENT U SER S ECTION : C HAPTER 3 - C USTOMIZING THE C LIENT 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 gr[...]

136 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE C LIENT U SER S ECTION : C HAPTER 3 - C USTOMIZING THE C LIENT 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 Se[...]

8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 137 C LIENT U SER S ECTION : C HAPTER 4 - U SING THE C LIENT Chapter 4: Using the Client Once the Client has been customized, you can query the database and generate reports. This chapter provides ex- amples on the many ways in which the Client can be used for fulfilling your report[...]

138 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE C LIENT U SER S ECTION : C HAPTER 4 - U SING THE C LIENT S pecify T ime Frame for the Search Y ou 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 co[...]

8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 139 C LIENT U SER S ECTION : C HAPTER 4 - U SING THE C LIENT S pecify T ype 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. S pecify[...]

140 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE C LIENT U SER S ECTION : C HAPTER 4 - U SING THE C LIENT W arning 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[...]

8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 141 C LIENT U SER S ECTION : C HAPTER 4 - U SING THE C LIENT V iew Additional Information T o 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. T o remove a column from the [...]

142 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE C LIENT U SER S ECTION : C HAPTER 4 - U SING THE C LIENT Report Screen Elements Report screens are accessible by clicking on icons for Cat- egories, IPs, Users, or Sites from the main menu or any report screen. If category groupings or user groupings have been defined via the Se[...]

8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 143 C LIENT U SER S ECTION : C HAPTER 4 - U SING THE C LIENT 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[...]

144 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE C LIENT U SER S ECTION : C HAPTER 4 - U SING THE C LIENT • 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 spe[...]

8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 145 C LIENT U SER S ECTION : C HAPTER 4 - U SING THE C LIENT Enter the St art 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 . • Y e[...]

146 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE C LIENT U SER S ECTION : C HAPTER 4 - U SING THE C LIENT T o include only top records, enter the number of records and click the To p button. T o include all records, click the All button. By clicking one of these buttons, the box closes and the screen displays rows of records c[...]

8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 147 C LIENT U SER S ECTION : C HAPTER 4 - U SING THE C LIENT T o return to a previous report view , click the Back icon in the navigation bar located beneath the navigation path. Navigation bar The navigation bar , located beneath the navigation path, includes a row of icons and the[...]

148 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE C LIENT U SER S ECTION : C HAPTER 4 - U SING THE C LIENT IPs icon Clicking the IPs icon displays the report sorted by user IP address. Users icon Clicking the Users icon displays the report sorted by username. Sites icon Clicking the Sites icon displays the report sorted by visi[...]

8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 149 C LIENT U SER S ECTION : C HAPTER 4 - U SING THE C LIENT 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 fr[...]

150 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE C LIENT U SER S ECTION : C HAPTER 4 - U SING THE C LIENT Choose the output format from the list box by clicking on your selection: Microsoft Excel (.xls), HTML (.html), MS-DOS T ext (.txt), Snapshot Format (.snp) or Rich T ext Format (.rt f). Click OK to close the Output T o dia[...]

8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 151 C LIENT U SER S ECTION : C HAPTER 4 - U SING THE C LIENT V iew , 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 rep[...]

152 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE C LIENT U SER S ECTION : C HAPTER 4 - U SING THE C LIENT 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 “Cat- egory/IPs” [...]

8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 153 C LIENT U SER S ECTION : C HAPTER 4 - U SING THE C LIENT 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 [...]

154 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE C LIENT U SER S ECTION : C HAPTER 4 - U SING THE C LIENT Print icon T o 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 y[...]

8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 155 C LIENT U SER S ECTION : C HAPTER 4 - U SING THE C LIENT 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[...]

156 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE C LIENT U SER S ECTION : C HAPTER 4 - U SING THE C LIENT 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 T o File box in which you specify the format for exporting the raw data. From t[...]

8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 157 C LIENT U SER S ECTION : C HAPTER 4 - U SING THE C LIENT Record icon The Record option lets you save dat a 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 ed[...]

158 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE C LIENT U SER S ECTION : C HAPTER 4 - U SING THE C LIENT Save Custom Report dialog box The Save Custom Report dialog box opens for any report that is not a page or object report: Enter the report name in the Save Name field, and then enter a Description for the report. Click in [...]

8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 159 C LIENT U SER S ECTION : C HAPTER 4 - U SING THE C LIENT The selection made at the Reports pull-down menu on the report screen displays in the Report field. The default selec- tion at this field can be changed, if necessary . If the selected report format is either a pie or bar [...]

160 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE C LIENT U SER S ECTION : C HAPTER 4 - U SING THE C LIENT 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 R[...]

8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 161 C LIENT U SER S ECTION : C HAPTER 4 - U SING THE C LIENT In the Date Scope field, choose from the following dates: Y esterday , Month T o Date, Y ear T o Date, Part of T oday , Part of Y esterday , Daily , Monthly , or Part of S pecific Day . • If you choose Part of T oday or [...]

162 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE C LIENT U SER S ECTION : C HAPTER 4 - U SING THE C LIENT 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 R[...]

8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 163 C LIENT U SER S ECTION : C HAPTER 4 - U SING THE C LIENT 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 Report s . By clicking the former [...]

164 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE C LIENT U SER S ECTION : C HAPTER 4 - U SING THE C LIENT Fig. 2:4-21 “Count” columns Filters A filter displays on the report screen as a grey box in a column following the record name, and preceding the Count col- umns. Each filter column is labeled for the function it will [...]

8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 165 C LIENT U SER S ECTION : C HAPTER 4 - U SING THE C LIENT • 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 Settin[...]

166 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE C LIENT U SER S ECTION : C HAPTER 4 - U SING THE C LIENT TIP : If the date range that was specified at the Date Scope field is outside the scope of live dat a currently stored on the Server , when clicking the down arrow , a warning message displays to inform you that if you wis[...]

8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 167 C LIENT U SER S ECTION : C HAPTER 4 - U SING THE C LIENT 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 sc[...]

168 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE C LIENT U SER S ECTION : C HAPTER 4 - U SING THE C LIENT 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[...]

8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 169 C LIENT U SER S ECTION : C HAPTER 4 - U SING THE C LIENT Generate a Report 1. Select the report screen of your choice: Categories, IPs, Users, Sites, Category Groups, or User Group s. 2. S pecify the Date Scope : Month to Date, Monthly , Y ear to Date, Daily , Y esterday , T oda[...]

170 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE C LIENT U SER S ECTION : C HAPTER 4 - U SING THE C LIENT • 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 reques[...]

8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 171 C LIENT U SER S ECTION : C HAPTER 4 - U SING THE C LIENT St andard report S tandard 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 sectio[...]

172 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE C LIENT U SER S ECTION : C HAPTER 4 - U SING THE C LIENT Fig. 2:4-24 Pie Chart report format 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[...]

8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 173 C LIENT U SER S ECTION : C HAPTER 4 - U SING THE C LIENT 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[...]

174 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE C LIENT U SER S ECTION : C HAPTER 5 - R EPORTS Chapter 5: Report s 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 c[...]

8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 175 C LIENT U SER S ECTION : C HAPTER 5 - R EPORTS Category/IPs The Category/IPs report is broken out by category , with each category showing an itemized list of IP adresses. Count column T otals are included for each IP address in the list. T otals display for each Category , and [...]

176 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE C LIENT U SER S ECTION : C HAPTER 5 - R EPORTS Category/Users The Category/Users report is broken out by category , with each category showing Count column T otals for all users. Category Count T otals display for each category , and the Grand T ot al for all categories displays[...]

8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 177 C LIENT U SER S ECTION : C HAPTER 5 - R EPORTS Category/Sites The Category/Sites report is broken out by category , with each category showing an itemized list of visited sites. Count column T otals are included for each site in the list. T otals display for each Category , and [...]

178 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE C LIENT U SER S ECTION : C HAPTER 5 - R EPORTS 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 T otals displays a[...]

8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 179 C LIENT U SER S ECTION : C HAPTER 5 - R EPORTS 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 T otals are included for each category in the list. T o[...]

180 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE C LIENT U SER S ECTION : C HAPTER 5 - R EPORTS IP/Users The IP/Users report is broken out by IP address, with each IP address showing Count column T otals. IP Count T o tals display for each IP address, and the Grand T ot al for all IP addresses displays at the end of the report[...]

8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 181 C LIENT U SER S ECTION : C HAPTER 5 - R EPORTS 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 T otals are included for each site in the list. IP Count T otals display for each IP address, and[...]

182 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE C LIENT U SER S ECTION : C HAPTER 5 - R EPORTS 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 T otals displays at the end of the report. Fig. 2:5-9 Users re[...]

8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 183 C LIENT U SER S ECTION : C HAPTER 5 - R EPORTS User/Categories The User/Categories report shows an itemized list of catego- ries visited by all users. Count column T otals are included for each category in the list. User Count T otals and the Grand T otal display at the end of t[...]

184 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE C LIENT U SER S ECTION : C HAPTER 5 - R EPORTS User/IPs The Users/IPs report is broken out by user , with each user showing Count column T otals. User Count T otals and the Grand T otal display at the end of the report. Fig. 2:5-1 1 User/IPs report[...]

8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 185 C LIENT U SER S ECTION : C HAPTER 5 - R EPORTS User/Sites The User/Sites report is broken out by user , with each user showing an itemized list of visited sites. Count column T otals are included for each site in the list. User Count T ot als display for each user , and the Gran[...]

186 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE C LIENT U SER S ECTION : C HAPTER 5 - R EPORTS 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 T otals displays at the e[...]

8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 187 C LIENT U SER S ECTION : C HAPTER 5 - R EPORTS 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 T otals are included for each site in t[...]

188 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE C LIENT U SER S ECTION : C HAPTER 5 - R EPORTS 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 T otals are included for each IP ad- dress in the list. Site Count T otals display[...]

8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 189 C LIENT U SER S ECTION : C HAPTER 5 - R EPORTS Site/Users The Site/Users report is broken out by site address, with each site address showing Count column T otals for all users who visited that site. Site Count T ot als display for each site, and the Grand T otal for all sites d[...]

190 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE C LIENT U SER S ECTION : C HAPTER 5 - R EPORTS 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 th[...]

8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 191 C LIENT U SER S ECTION : C HAPTER 5 - R EPORTS Page/Object Reports Page/Object reports are only available from p age/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 th[...]

192 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE C LIENT U SER S ECTION : C HAPTER 5 - R EPORTS Fig. 2:5-19 Objects report 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, onl[...]

8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 193 T ECHNICAL S UPPORT / P RODUCT W ARRANTIES S ECTION T ECHNICAL S UPPORT / P RODUCT W ARRANTIES S ECTION T echnical Support For technical support, visit 8e6 T echnologies’s T echnical Support Web page at http://www .8e6technologies.com/ techsupport/index.html , or contact us by[...]

194 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE T ECHNICAL S UPPORT / P RODUCT W ARRANTIES S ECTION E-Mail For non-emergency assistance, e-mail us at support@8e6technologies.com Address 8e6 T echnologies 828 W . T a ft A venue Orange, CA 92865 Support Procedures When you contact our technical support department: • Y ou will[...]

8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 195 T ECHNICAL S UPPORT / P RODUCT W ARRANTIES S ECTION Product W arranties S tandard Warranty 8e6 T echnologies 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 “W arranty Per[...]

196 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE T ECHNICAL S UPPORT / P RODUCT W ARRANTIES S ECTION T echnical Support and Service 8e6 T echnologies will provide initial installation support and technical support for up to 90 days following installation. 8e6 T echnologies provides after-hour emergency support to 8e6 server cu[...]

8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 197 T ECHNICAL S UPPORT / P RODUCT W ARRANTIES S ECTION Extended W arranty (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 S tates. The extended warra[...]

198 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE A PPENDICES S ECTION : A PPENDIX A A PPENDICES S ECTION Appendix A Scheduled T ask 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 t ask [...]

8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 199 A PPENDICES S ECTION : A PPENDIX A 2. Choose Scheduled T asks to open the Scheduled T asks window: Fig. 4:1-1 Control Panel window Fig. 4:1-2 Scheduled T asks window[...]

200 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE A PPENDICES S ECTION : A PPENDIX A 3. Click Add Scheduled T ask to launch the Scheduled T ask Wizard: 4. Click Next to display the list box showing available applica- tions that can be run: 5. Choose Scheduled Report s , and then click Next to specify criteria for the task: Fig.[...]

8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 201 A PPENDICES S ECTION : A PPENDIX A 6. Accept the name of the task that displays in the text box, or enter a different name. Indicate when the t ask should be performed by clicking the radio button corresponding to the option for Daily , W eekly , or Monthly . When Next is clicke[...]

202 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE A PPENDICES S ECTION : A PPENDIX A 8. If necessary , modify the user name that displays. Enter the password used when logging on your machine, and then click Next : 9. If you are scheduling more than one report to run at the same time, click in the advanced properties checkbox. [...]

8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 203 A PPENDICES S ECTION : A PPENDIX A 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. 4:1-9 Dialog box, T ask t ab Fig. 4:1-10 Dialog box, Schedule tab[...]

204 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE A PPENDICES S ECTION : A PPENDIX A d. If entries were made in either tab, click Apply . If edits were made on the T ask t ab, the Set Account Information dialog box opens: e. Enter the password twice, and then click OK to close the Set Account Information dialog box and to displ[...]

8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 205 A PPENDICES S ECTION : A PPENDIX 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 con[...]

206 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE A PPENDICES S ECTION : A PPENDIX B S tep s for Inst alling and Configuring Lotus Notes Step 1: Inst all 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 se[...]

8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 207 I NDEX I NDEX 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 Serv[...]

208 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE I NDEX Category Groupings button 1 16 Category Groups icon 148 Category Groups report 190 Category/IPs report 175 Category/Sites report 177 Category/Users report 176 change database p assword 66 charts bar chart 173 Generate Chart box 153 Hits By Day , W eek, Month 101 pie chart[...]

8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 209 I NDEX 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 expi[...]

210 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE I NDEX I icon, terminology 17 insta ll Client 84 new Client release 92 patch on Server 53 IP .ID 57 IP/Categories report 179 IP/Sites report 181 IP/Users report 180 IPs icon 148 IPs reports 178 L Linux 12 list box, terminology 17 live data setup on Server 67 terminology 68 log, [...]

8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 211 I NDEX navigation bar 147 navigation path 146 Network Attached S torage (NAS) 12 Network Diagnostics screen 37 Network Menu 26 Network Settings screen 31 Network T ime Protocol (NTP) 36 NTP (Network Time Protocol) 36 O ODBC Driver (Open Data Base Connectivity) 76 ODBC Driver , i[...]

212 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE I NDEX 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 format s 170 Generate Chart box 153 how to generate 169[...]

8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 213 I NDEX 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 T able[...]

214 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE I NDEX 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 S tatus screen 49 Settings button 108 setup.exe icon 77, 80 Shut Down screen 55 Site/Categories report 187 Site/IPs report 1[...]

8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 215 I NDEX 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/Categ[...]