Version 1.07, published August 2003
Printed in the United States of America
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furnishing, performance, or use of this manual or the examples
herein. The information in this documentation is subject to
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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.
hough many companies have Internet filtering solutions
T
to prevent employees from accessing inappropriate, nonwork related Web sites, simply blocking these sites is not
enough. Administrators want the ability to know who is
accessing which site, the duration of each site visit, and the
frequency of these visits. This data can help administrators
identify abusers, develop policies, and target sites to be
filtered, in order to maximize bandwidth utilization and productivity.
The Enterprise Reporter 3.0 (ER 3.0) from 8e6 Technologies
is designed to readily obtain this information, giving the user
the ability to interrogate massive datasets through flexible
drill-down technology , until the desired view is obtained. This
“view” can then be memorized and saved to a user-defined
report menu for repetitive, scheduled execution and distribution.
OVERVIEW
Operations
In simplified terms, the ER 3.0 operates as follows: the ER
3.0 Server box accepts log files (text files containing Web
access data) from a source device such as 8e6’s R2000
Standard Edition or Enterprise Edition, or the 8e6 R3000
Enterprise Filter. 8e6’ s proprietary programs “normalize” the
transferred data and insert them into a MySQL database. The
ER 3.0 Client reporting application accesses this database to
generate a virtually unlimited number of queries and reports.
This User’s Guide is organized into the following sections:
• Overview - This section provides information on the ER
3.0 application, and how to use this manual to help you
configure the ER 3.0 Server and Client.
• Administrator Section - Refer to this section for informa-
tion on configuring and maintaining the ER 3.0 Server via
the Administrator GUI application.
• Client User Section - This section includes information on
configuring and using the Client application.
• T ech Support / Product Warranties Section - This
section contains information on technical support and
product warranties.
• Appendices Section - Appendix A provides information on
using the Scheduled T ask Wizard to schedule a report to
be generated at a specified time. Appendix B provides
information on configuring Lotus Notes to work with Client
application reports, instead of Microsoft Outlook.
• Index - This section includes an index of topics and the first
page numbers where they appear in this user’s guide.
The following icons are used throughout this User’s Guide:
NOTE: The “note” icon is followed by italicized text providing
additional information about the current topic.
TIP: The “tip” icon is followed by italicized text giving you hints
on how to execute a task more efficiently .
WARNING: The “warning” icon is followed by italicized text
cautioning you about making entries in the application, executing
certain processes or procedures, or the outcome of specified
actions.
The following terms are used throughout this User’s Guide.
Sample images (not to scale) are included for each item.
• alert box - a message box
that opens in response to an
entry you made in a dialog
box, window, or screen. This
box often contains a button
(usually labeled “OK”) for
you to click in order to
confirm or execute a command.
• arrow - a triangular-shaped object or button
plays in a window or on a screen. When displayed as a
non-stationary object, the arrow points to the item that was
selected in a list. When displayed as a button, the arrow is
static. By clicking on this button, depending on the direction
of the arrow, the previous item or the next item in a list
displays or is selected.
• button - an object in a dialog box, window, or
screen that can be clicked with your mouse to
execute a command.
• checkbox - a small square in a
dialog box, window, or screen used
for indicating whether or not you wish to select an option.
This object allows you to toggle between two choices. By
clicking in this box, a check mark or an “X” is placed,
indicating that you selected the option. When this box is not
checked, the option is not selected.
• dialog box - a box that opens
in response to a command
made in a window or screen,
and requires your input. Y ou
must choose an option by
clicking a button (such as “Y es” or “No”, or “Next” or “Cancel”) to execute your command. As dict ated by this box, you
also might need to make one or more entries or selections
prior to clicking a button.
• field - an area
in a dialog
box, window,
or screen that
either accommodates your
data entry , or
displays pertinent information. A text box is a type of field.
• frame - a boxed-in area in a dialog box,
window, or screen that includes a group
of objects such as fields, text boxes, list
boxes, buttons, radio buttons, and/or
tables. Objects within a frame belong to
a specific function or group. A frame
often is labeled to indicate its function or
purpose.
OVERVIEW
• icon - a small image in a dialog box, window, or
screen that can be clicked. This object can be
a button or an executable file.
• list box - an area in a dialog box, window,
or screen that accommodates and/or
displays entries of items that can be added
or removed.
• popup box or popup win-
dow - a box or window that
opens after you click a button
in a dialog box, window, or
screen. This box or window
may display information, or may require you to make one or
more entries. Unlike a dialog box, you do not need to
choose between options.
dialog box, window, or screen that
contains a down-arrow to the right. When you click the
arrow, a menu of items displays from which you make a
selection.
• radio button - a small, circular
object in a dialog box, window, or
screen used for selecting an option. This object allows you
to toggle between two choices. By clicking a radio button, a
dot is placed in the circle, indicating that you selected the
option. When the circle is empty , the option is not selected.
• screen - a main object of
an application that displays across your monitor.
A screen can contain
windows, frames, fields,
tables, text boxes, list
boxes, icons, buttons, and
radio buttons.
• table - an area in a window or
screen that contains items
previously entered or selected.
• text box - an area in a dialog
box, window, or screen that
accommodates your data entry . A text box is a type of field.
• window - displays on a
screen, and can contain
frames, fields, text
boxes, list boxes, icons,
buttons, and radio
buttons. T ypes of windows include ones from
the system such as the
Save As window , popup windows, or login windows.
The authorized administrator of the ER 3.0 Server is responsible for integrating the Server into the existing network, and
providing the Server a high-speed connection to the designated logging device(s) and remote Client workstations. To
attain this objective, the administrator performs the following
tasks:
• executes Quick S tart procedures defined in the four-page
Quick St art Guide leaflet packaged with the ER 3.0 Server
• provides a suitable environment for the Server , including:
• high speed, File Transfer Protocol (FTP) link to the
current logging device
ADMINISTRATOR SECTION: INTRODUCTION
• power connection protected by an Uninterruptible
Power Supply (UPS)
• high speed access to the Server by authorized Client
workstations
• adds new administrators
• sets up administrators for receiving automatic alerts
• updates the Server with patches supplied by 8e6
• analyzes Server statistics
• utilizes diagnostics for monitoring the Server status to
ensure optimum functioning of the Server
Instructions on configuring and maintaining the ER 3.0 Server
are documented in this section.
ADMINISTRATOR SECTION: CHAPTER 1 - ACCESSINGTHE SERVER
Chapter 1: Accessing the Server
Preliminary Network Settings
T o initially set up your ER 3.0 Server , follow the instructions in
the Quick Start Guide, the four-p age leaflet packaged with
your ER 3.0. This guide explains how to perform the initial
configuration of the Server so that it can be accessed via an
IP address on your network.
NOTE: If you do not have the ER 3.0 Quick Start Guide,
contact 8e6 Technologies immediately to have a copy sent to
you.
Procedures for Accessing the Server
WARNING: Once you turn on the Server, DO NOT interrupt
the initial boot-up process. This process may take from five to 10
minutes per drive. If the process is interrupted, damage to key
files may occur.
When the Server is fully booted, any workstation on the
network that can access the Server’s IP address (set up
during Quick St art procedures) will be able to communicate
with the Server via the Internet.
1. Launch Internet Explorer (IE).
2. In the address line of the IE browser window, type in the
Server’s IP address. Port number “88” should be appended
to this IP address. For example, if your IP address is
1.2.3.4, type in http://1.2.3.4:88.
3. Click the Go button to open the login dialog box of the
ADMINISTRATOR SECTION: CHAPTER 1 - ACCESSINGTHE SERVER
Procedures for Logging On, Off the Server
WARNING: In order to prevent data from being lost or
corrupted while the Server is running, the Server should be
connected to a UPS or other battery backup system.
Log On
1. In the login dialog box, type in the generic User Name
admin, and Password reporter, if you have not yet set up
your own user name and password. Otherwise, enter your
personal User Name and Password.
2. Click OK to close the login dialog box and to go to the main
screen of the Administrator GUI.
NOTE: When logging on the Server for the first time, the
main screen displays with a message, as shown in the example
in Logging on the First Time. Follow the directions in this subsection before proceeding.
If you are logging on during a subsequent session, the main
screen displays as in Fig. 1:2-1. If you have not set up your own
user name and password, see Set up an Administrator Login ID.
Logging on the First Time
If you are logging on the Administrator GUI for the first time,
the main screen displays with a message that asks you to
specify the Server’s function (Fig. 1:1-1):
ADMINISTRATOR SECTION: CHAPTER 1 - ACCESSINGTHE SERVER
Fig. 1:1-1 Administrator GUI, main screen, first-time access
Specify the Server’s function
1. Click the appropriate radio button to specify the function of
the Server:
• choose Live if you wish the Server to function in the “live”
mode, receiving and processing real time data from the
Web access logging device.
• choose Archive if you wish the Server to function in the
“archive” mode, solely as a receptacle for historical,
archived files. In this mode, “old” files placed on the
Server can be viewed using the Client reporting application.
2. Click Apply to confirm your selection. The mode you
specify will immediately be in effect.
ADMINISTRATOR SECTION: CHAPTER 1 - ACCESSINGTHE SERVER
TIP: After choosing the function for the ER 3.0 Server box on
the main screen, if you have not previously set up your own user
name and password, you should do so before entering any
Server settings.
Set up an Administrator Login ID
NOTE: If you have already set up your user name and
password, you can skip this section.
1. At the Network pull-down menu, choose Administrators to
display the Add/Edit/Delete Administrators screen where
you will set up your user name and password:
ADMINISTRATOR SECTION: CHAPTER 1 - ACCESSINGTHE SERVER
2. Select New Administrators from the pull-down menu.
3. In the User Name field, enter up to 20 upper- and/or
lowercase alphanumeric characters, without spaces.
4. In the Password field, enter up to eight alphanumeric
characters in upper- or lowercase characters, or a combination of both. The password is case sensitive. For security
purposes, an asterisk displays for each character entered.
5. In the Confirm Password field, re-enter the password in
the exact format used at the Password field. An asterisk
displays for each character entered at this field.
6. Click the Save button.
Log Off
T o log of f the Administrator GUI, click the in the upper right
corner of the browser window to close the window. Exiting the
Administrator GUI will log you off the Server , but will not turn
off the Server .
WARNING: If you need to turn off the Server, follow the shut
down procedures outlined in the Shut Down screen sub-section
under the Server Menu section in Chapter 2. Failure to properly
shut down the Server can result in data being lost or corrupted.
ADMINISTRATOR SECTION: CHAPTER 2 - CONFIGURINGTHE ER 3.0 SERVER
Chapter 2: Configuring the ER 3.0 Server
Administrator GUI
After logging on the Server , the main screen of the Administrator GUI displays in your Web browser:
Fig. 1:2-1 Administrator GUI, main screen
The Administrator GUI is used for configuring and maint aining the ER 3.0 Server. Settings made in the Administrator GUI
affect the Client reporting application. On the main screen of
the Administrator GUI, there are three menus: Network,
Server, and Dat abase. Each menu contains options from
which you make selections to access screens used for
configuring your Server.
ADMINISTRATOR SECTION: CHAPTER 2 - CONFIGURINGTHE ER 3.0 SERVER
NOTE: The mode of the Server displays on the main screen.
More information about the “live” and “archive” Server box modes
can be found in the Box Mode sub-section under the Network
Menu section in this chapter.
TIP: When making a complete configuration of the Server, 8e6
Technologies recommends you navigate from left to right (Network to Server to Database) in choosing your menu options.
Network Menu
The Network pull-down menu includes options for setting up
and maintaining components to be used on the Server’s
network. These options are: Box Mode, Administrators,
Network Setting, Routing Table, T ime Setting, and Diagnostics.
ADMINISTRATOR SECTION: CHAPTER 2 - CONFIGURINGTHE ER 3.0 SERVER
Box Mode
The Server box mode displays by default when you first log
on the Server, or when the Box Mode option is selected from
the Network menu. (See Figs. 1:2-1 and 1:2-2.) The box
mode indicates whether the Server box is functioning in the
“live” mode, or in the “archive” mode. When the box mode
displays on the screen, you can view the current mode set for
the Server, and can change this setting, if necessary.
Live Mode
Once your Server is configured and the Server box is set in
the “live” mode, it will receive and process real time data from
the Web access logging device. The Client reporting application can then be used to capture data and create views.
Archive Mode
In the “archive” mode, the Server box solely functions as a
receptacle in which historical, archived files are placed. In this
mode, “old” files placed on the Server can be viewed using
the Client reporting application.
ADMINISTRATOR SECTION: CHAPTER 2 - CONFIGURINGTHE ER 3.0 SERVER
Change the Box Mode
1. Click the Change Mode button to display the two box mode
options on the screen:
Fig. 1:2-3 Change Box Mode
2. Click the radio button corresponding to Live or Archive to
specify the mode in which the Server should function.
3. Click the Apply button to confirm your selection. The “new”
mode will be in effect after the Server is restarted.
NOTE: After applying the box mode setting, you must restart
the Server by selecting the Restart Hardware option on the Shut
Down screen. (See the Shut Down sub-section under the Server
menu section in this chapter.)
ADMINISTRATOR SECTION: CHAPTER 2 - CONFIGURINGTHE ER 3.0 SERVER
Add/Edit/Delete Administrators screen
The Add/Edit/Delete Administrators screen displays when the
Administrators option is selected from the Network menu.
This screen is used for viewing, adding, editing, and deleting
the login ID of personnel authorized to configure the Server.
For security purposes, administrators should be the first
users set up on the Server.
Fig. 1:2-4 Add/Edit/Delete Administrators screen
TIP: 8e6 recommends adding an alternate login ID prior to
editing or deleting the default login ID. By doing so, if one login ID
fails, you have another you can use.
ADMINISTRATOR SECTION: CHAPTER 2 - CONFIGURINGTHE ER 3.0 SERVER
View 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 except
for the default “admin” user name.
Add an Administrator
1. Select New Administrator from the pull-down menu.
2. In the User Name field, enter up to 20 upper- and/or
lowercase alphanumeric characters, without spaces, for
the administrator’s name.
3. In the Password field, enter up to eight characters for the
administrator’s password. The entry in this field is alphanu-
meric and case sensitive. For security purposes, an aster-
isk displays for each character entered in this field.
3. In the Confirm Password field, re-enter the password in
the exact format used in the Password field. An asterisk
displays for each character entered in this field.
4. Click the Save button to add the administrator to the
choices in the pull-down menu.
Edit an Administrator’s Login ID
1. Select the administrator’ s user name from the pull-down
menu.
2. Edit either of the following fields:
• User Name
• Password (if this field is edited, the Confirm Password
field must be edited in tandem)