8e6 Technologies 3 User Manual
Size:
3.4 Mb
Download

8e6

Enterprise Reporter

3.0

USERSGUIDE

8E6 ENTERPRISEREPORTER3.0

USERSGUIDE

© 2003 8e6 Technologies All rights reserved.

828 W. Taft Ave., Orange, CA 92865, USA

Version 1.07, published August 2003

Printed in the United States of America

This document may not, in whole or in part, be copied, photocopied, reproduced, translated, or reduced to any electronic medium or machine readable form without prior written consent from 8e6 Technologies.

Every effort has been made to ensure the accuracy of this document. However, 8e6 Technologies makes no warranties with respect to this documentation and disclaims any implied warranties of merchantability and fitness for a particular purpose. 8e6 Technologies shall not be liable for any error or for incidental or consequential damages in connection with the furnishing, performance, or use of this manual or the examples herein. The information in this documentation is subject to change without notice.

Trademarks

Other product names mentioned in this manual may be trademarks or registered trademarks of their respective companies and are the sole property of their respective manufacturers.

CONTENTS

 

ENTERPRISE REPORTER 3.0 OVERVIEW .............................

11

Operations ...........................................................................................

11

Components ........................................................................................

12

Hardware ........................................................................................

12

Software ..........................................................................................

12

Environment ........................................................................................

13

Client Workstation Requirements ...................................................

13

Network Requirements ...................................................................

13

How to Use this Manual ......................................................................

14

Organization ...................................................................................

14

Conventions ....................................................................................

15

Terminology ....................................................................................

16

ADMINISTRATOR SECTION ................................................

19

Introduction .........................................................................................

19

Chapter 1: Accessing the Server .......................................................

20

Preliminary Network Settings .........................................................

20

Procedures for Accessing the Server .............................................

20

Procedures for Logging On, Off the Server ....................................

21

Log On ......................................................................................

21

Logging on the First Time ...................................................

21

Specify the Server’s function .........................................

22

Set up an Administrator Login ID ........................................

23

Log Off ......................................................................................

24

Chapter 2: Configuring the ER 3.0 Server .........................................

25

Administrator GUI ...........................................................................

25

Network Menu ..........................................................................

26

Box Mode ............................................................................

27

Live Mode ......................................................................

27

Archive Mode .................................................................

27

Change the Box Mode ...................................................

28

4

8E6 TECHNOLOGIES, ENTERPRISEREPORTER3.0 USERSGUIDE

 

CONTENTS

Add/Edit/Delete Administrators screen ...............................

29

View a List of Administrators ..........................................

30

Add an Administrator ......................................................

30

Edit an Administrator’s Login ID .....................................

30

Delete an Administrator ..................................................

31

Network Settings screen .....................................................

31

Set up/Edit IP Addresses ...............................................

32

Routing Table screen ..........................................................

33

View a List of Routers ....................................................

33

Add a Router ..................................................................

34

Delete a Router ..............................................................

34

Time Settings screen ..........................................................

35

Specify the Time Zone ...................................................

35

Specify Network Time Protocol Servers .........................

36

Update the Time on the Server ......................................

37

Network Diagnostics screen ...............................................

37

Ping ................................................................................

38

Trace Route ...................................................................

39

Server Menu .............................................................................

41

Backup screen ....................................................................

41

Backup Procedures ........................................................

42

Set up/Edit External Backup FTP Password ..................

43

Execute a Manual Backup .............................................

44

Perform a Remote Backup.............................................

45

Perform a Restoration to the ER 3.0 Server ..................

46

Self Monitoring screen ........................................................

47

View a List of Contact E-Mail Addresses .......................

48

Set up and Activate Self-Monitoring ...............................

48

Remove Recipient from E-mail Notification List ............

48

Deactivate Self-Monitoring .............................................

48

Server Status screen ...........................................................

49

View the Status of the Server .........................................

49

Secure Access screen .........................................................

50

Activate a Port to Access the Server ..............................

51

Terminate a Port Connection .........................................

51

Software Update screen ......................................................

52

View Installed Patches ...................................................

53

Retrieve a Patch ............................................................

53

Install a Patch .................................................................

53

8E6 TECHNOLOGIES, ENTERPRISEREPORTER3.0 USERSGUIDE

5

CONTENTS

Shut Down screen ...............................................................

55

Server Action Selections ................................................

55

Perform a Server Action .................................................

56

Database Menu ........................................................................

57

User Name Identification screen .........................................

57

View the User Name Identification screen .....................

60

Configure the Server to Log User Activity ......................

60

Static IP Assignment ......................................................

61

Identification Timeout .....................................................

61

Deactivate User Name Identification .............................

62

Page View Elapsed Time screen ........................................

62

Establish the Unit of Elapsed Time for Page Views .......

63

Elapsed Time Rules .......................................................

63

Tools screen ........................................................................

64

View Diagnostic Reports ................................................

65

View Database Status Logs ...........................................

65

Change Database Password .........................................

66

Expiration screen ................................................................

67

Expiration Screen Terminology ......................................

68

Expiration Rules .............................................................

69

View Data Storage Statistics ..........................................

70

Change Data Storage Settings ......................................

73

CLIENT USER SECTION ...................................................

75

Introduction .........................................................................................

75

Chapter 1: Workstation Configuration ..............................................

76

Installation Components .................................................................

76

Install the ODBC Driver ..................................................................

77

Install Microsoft Access Runtime ....................................................

80

Download and Install the Client ......................................................

82

Download the Client .................................................................

82

Install the Client ........................................................................

84

Update the Server Address and Password .........................

89

Uninstall the Client, Install New Release .................................

92

Chapter 2: Accessing the Client ........................................................

94

Launch the Client Application .........................................................

94

Login window ..................................................................................

94

Administrator Details ................................................................

95

Change the Administrator Password ...................................

95

6

8E6 TECHNOLOGIES, ENTERPRISEREPORTER3.0 USERSGUIDE

 

CONTENTS

View, Modify Server Information .........................................

96

Log In .......................................................................................

99

Server Statistics ................................................................

100

Date Scopes ................................................................

100

Expiration Info ..............................................................

101

ER Activity ....................................................................

101

Navigate the Main Menu ...................................................

105

Buttons .........................................................................

106

Icons.............................................................................

106

Log Out ...................................................................................

107

Chapter 3: Customizing the Client ...................................................

108

Settings .........................................................................................

108

Event Schedule ......................................................................

109

View Details or Edit a Scheduled Event ............................

110

View Details for a Scheduled Event .............................

110

Edit a Scheduled Event ................................................

111

Schedule an Event ............................................................

112

Delete a Scheduled Event ................................................

113

Category Descriptions ............................................................

113

View Details for a Filter Category ......................................

114

Update a Filter Category ...................................................

114

Add a Filter Category ........................................................

115

Category Groupings ...............................................................

116

Group Information frame ...................................................

117

Add a Category Group .................................................

117

Rename a Category Group ..........................................

117

Delete a Category Group .............................................

118

Group Definitions frame ....................................................

119

Add Categories to a Category Group ...........................

119

Delete a Category from a Category Group ..................

120

User Groupings ......................................................................

121

Group Information frame ...................................................

121

Add a User Group ........................................................

122

Rename a User Group .................................................

122

Delete a User Group ....................................................

123

Group Definitions frame ....................................................

123

View a List of Users in a User Group ...........................

123

Define a User Group ....................................................

124

Delete a User ...............................................................

127

8E6 TECHNOLOGIES, ENTERPRISEREPORTER3.0 USERSGUIDE

7

CONTENTS

User Permissions ...................................................................

128

Add User ...........................................................................

128

User Information frame .....................................................

130

Add User to a User Group ...........................................

130

Remove User from a User Group ................................

130

Group Information frame ...................................................

131

Update User Group by Adding a User .........................

131

Update User Group by Removing a User ....................

131

Edit Password or Delete User ...........................................

131

Change a User’s Password .........................................

132

Delete a User ...............................................................

132

My Account .............................................................................

133

View Users in a User Group ..............................................

134

Change Password .............................................................

135

Default Options.......................................................................

136

Set New Defaults ..............................................................

136

Chapter 4: Using the Client ..............................................................

137

Specific Search Function ..............................................................

137

Specify Time Frame for the Search ........................................

138

Specify Type of Search to be Performed ................................

139

Specify Items to be Searched, View Results ..........................

139

Warning Messages ...........................................................

140

Page Search ................................................................

140

Object Search ..............................................................

140

View Additional Information ....................................................

141

Report Screen Elements ...............................................................

142

Date Scope .............................................................................

143

Display button .........................................................................

145

Search button .........................................................................

146

Navigation path ......................................................................

146

Navigation bar ........................................................................

147

Back icon ...........................................................................

147

Categories icon .................................................................

147

IPs icon .............................................................................

148

Users icon .........................................................................

148

Sites icon ...........................................................................

148

Category Groups icon .......................................................

148

User Groups icon ..............................................................

148

Exit icon .............................................................................

149

Reports / Report Layout field ............................................

149

8

8E6 TECHNOLOGIES, ENTERPRISEREPORTER3.0 USERSGUIDE

 

CONTENTS

Save icon ..........................................................................

149

View icon ...........................................................................

150

View, Print the Report ..................................................

151

Double Break Information dialog box ...........................

152

Generate Chart box .....................................................

153

Print icon ...........................................................................

154

E-mail icon ........................................................................

154

Export icon ........................................................................

156

Record icon .......................................................................

157

Save Custom Report dialog box ..................................

158

Save as Custom Report dialog box .............................

160

Open a Recorded Report .............................................

162

Filters ......................................................................................

164

Columns .................................................................................

164

Select All, Deselect All buttons ...............................................

167

Records ..................................................................................

168

Generate a Report ........................................................................

169

Report Formats ......................................................................

170

Standard report .................................................................

171

Pie Chart report .................................................................

172

Bar Chart report ................................................................

173

Chapter 5: Reports ............................................................................

174

Categories Reports .......................................................................

174

Categories ..............................................................................

174

Category/IPs ...........................................................................

175

Category/Users ......................................................................

176

Category/Sites ........................................................................

177

IPs Reports ...................................................................................

178

IPs ..........................................................................................

178

IP/Categories ..........................................................................

179

IP/Users ..................................................................................

180

IP/Sites ...................................................................................

181

Users Reports ...............................................................................

182

Users ......................................................................................

182

User/Categories .....................................................................

183

User/IPs ..................................................................................

184

User/Sites ...............................................................................

185

Sites Reports ................................................................................

186

Sites .......................................................................................

186

Site/Categories .......................................................................

187

8E6 TECHNOLOGIES, ENTERPRISEREPORTER3.0 USERSGUIDE

9

CONTENTS

Site/IPs ...................................................................................

188

Site/Users ...............................................................................

189

Category Groups Report ...............................................................

190

User Groups Report ......................................................................

190

Page/Object Reports ....................................................................

191

TECHNICAL SUPPORT / PRODUCT WARRANTIES SECTION

193

Technical Support .............................................................................

193

Hours ............................................................................................

193

Contact Information ......................................................................

193

Domestic (United States) ........................................................

193

International............................................................................

193

E-Mail .....................................................................................

194

Address ..................................................................................

194

Support Procedures ......................................................................

194

Product Warranties ...........................................................................

195

Standard Warranty ........................................................................

195

Technical Support and Service .....................................................

196

Extended Warranty (optional) .......................................................

197

Extended Technical Support and Service .....................................

197

APPENDICES SECTION ...................................................

198

Appendix A .........................................................................................

198

Scheduled Task Wizard ................................................................

198

Steps for Scheduling a Task ...................................................

198

Appendix B ........................................................................................

205

Lotus Notes Configuration ............................................................

205

Steps for Former MS Outlook / Express Users ......................

205

Steps for Installing and Configuring Lotus Notes ...................

206

Step 1: Install Lotus Notes ................................................

206

Step 2: Configure Microsoft Mail Client .............................

206

Step 3: Verify Internet Explorer Settings ...........................

206

INDEX .........................................................................

207

10

8E6 TECHNOLOGIES, ENTERPRISEREPORTER3.0 USERSGUIDE