8e6 Technologies Enterprise Reporter 3.0 User Manual

8e6
Enterprise Reporter
USERS GUIDE
3.0
8E6 ENTERPRISE REPORTER 3.0 USERS GUIDE
© 2003 8e6 Technologies All rights reserved. 828 W. Taft Ave., Orange, CA 92865, USA
Version 1.07, published August 2003 Printed in the United States of America This document may not, in whole or in part, be copied, photo-
copied, 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

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.........................................2 5
Administrator GUI ........................................................................... 25
Network Menu ..........................................................................26
Box Mode ............................................................................2 7
Live Mode ......................................................................27
Archive Mode .................................................................27
Change the Box Mode ...................................................28
4 8E6 TECHNOLOGIES, ENTERPRISE REPORTER 3.0 USERS GUIDE
Add/Edit/Delete Administrators screen ...............................29
View a List of Administrators ..........................................30
Add an Administrator ......................................................3 0
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
CONTENTS
8E6 TECHNOLOGIES, ENTERPRISE REPORTER 3.0 USERS GUIDE 5
CONTENTS
Shut Down screen............................................................... 55
Server Action Selections ................................................55
Perform a Server Action.................................................56
Database Menu ........................................................................57
User Name Identification screen......................................... 5 7
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 ...................................... 7 3
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, ENTERPRISE REPORTER 3.0 USERS GUIDE
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
CONTENTS
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CONTENTS
User Permissions ...................................................................128
Add User ...........................................................................128
User Information frame .....................................................130
Add User to a User Group ...........................................130
Remove User from a User Group ................................130
Group Information frame...................................................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...........................................................................14 8
Category Groups icon ....................................................... 148
User Groups icon ..............................................................148
Exit icon.............................................................................149
Reports / Report Layout field ............................................149
8 8E6 TECHNOLOGIES, ENTERPRISE REPORTER 3.0 USERS GUIDE
Save icon ..........................................................................149
View icon...........................................................................150
View, Print the Report ..................................................151
Double Break Information dialog box...........................152
Generate Chart box .....................................................15 3
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 ...............................................16 7
Records ..................................................................................168
Generate a Report ........................................................................169
Report Formats ......................................................................170
Standard report .................................................................171
Pie Chart report.................................................................172
Bar Chart report ................................................................173
CONTENTS
Chapter 5: Reports............................................................................174
Categories Reports .......................................................................174
Categories ..............................................................................174
Category/IPs...........................................................................175
Category/Users ......................................................................176
Category/Sites........................................................................177
IPs Reports ...................................................................................17 8
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, ENTERPRISE REPORTER 3.0 USERS GUIDE 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 .............................................................................19 3
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..................................... 1 97
APPENDICES SECTION...................................................198
Appendix A.........................................................................................198
Scheduled Task Wizard ................................................................198
Steps for Scheduling a Task...................................................1 98
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 ............................. 2 06
Step 3: Verify Internet Explorer Settings ...........................206
INDEX.........................................................................207
10 8E6 TECHNOLOGIES, ENTERPRISE REPORTER 3.0 USERS GUIDE

ENTERPRISE REPORTER 3.0 OVERVIEW

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.
8E6 TECHNOLOGIES, ENTERPRISE REPORTER 3.0 USERS GUIDE 11
OVERVIEW

Components

Hardware
• High performance server
• One or more high-capacity hard drives
• Optional: One or more Network Att ached Storage (NAS)
devices
Software
Linux OS
Graphical User Interface (GUI) application utilized by
authorized administrators to configure and maintain the ER
3.0 Server
8e6 T echnologies proprietary programs for processing and
organizing files transferred via Web access logging device(s)
MySQL database

MS Access Runtime

8e6 T echnologies proprietary application employed by
report users for generating “views” and reports
12 8E6 TECHNOLOGIES, ENTERPRISE REPORTER 3.0 USERS GUIDE

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 5.0 or later
Network Requirements
High-speed connection from the ER 3.0 Server to the Web
access logging device(s)
OVERVIEW
High-speed connection from the ER 3.0 Server to the
Client workstation(s)
8E6 TECHNOLOGIES, ENTERPRISE REPORTER 3.0 USERS GUIDE 13
OVERVIEW

How to Use this Manual

Organization
This User’s Guide is organized into the following sections:
• Overview - This section provides information on the ER
3.0 application, and how to use this manual to help you configure the ER 3.0 Server and Client.
• Administrator Section - Refer to this section for 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.
14 8E6 TECHNOLOGIES, ENTERPRISE REPORTER 3.0 USERS GUIDE
Conventions
The following icons are used throughout this User’s Guide:
NOTE: The “note” icon is followed by italicized text providing
additional information about the current topic.
TIP: The “tip” icon is followed by italicized text giving you hints
on how to execute a task more efficiently .
WARNING: The “warning” icon is followed by italicized text cautioning you about making entries in the application, executing certain processes or procedures, or the outcome of specified actions.
OVERVIEW
8E6 TECHNOLOGIES, ENTERPRISE REPORTER 3.0 USERS GUIDE 15
OVERVIEW
Terminology
The following terms are used throughout this User’s Guide. Sample images (not to scale) are included for each item.
• alert box - a message box
that opens in response to an entry you made in a dialog box, window, or screen. This box often contains a button (usually labeled “OK”) for you to click in order to confirm or execute a command.
• arrow - a triangular-shaped object or button
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
that dis-
16 8E6 TECHNOLOGIES, ENTERPRISE REPORTER 3.0 USERS GUIDE
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.
8E6 TECHNOLOGIES, ENTERPRISE REPORTER 3.0 USERS GUIDE 17
OVERVIEW
• pull-down menu - a field in a
dialog box, window, or screen that contains a down-arrow to the right. When you click the arrow, a menu of items displays from which you make a selection.
• radio button - a small, circular
object in a dialog box, window, or screen used for selecting an option. This object allows you to toggle between two choices. By clicking a radio button, a dot is placed in the circle, indicating that you selected the option. When the circle is empty , the option is not selected.
• 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.
18 8E6 TECHNOLOGIES, ENTERPRISE REPORTER 3.0 USERS GUIDE

ADMINISTRATOR SECTION

Introduction

The authorized administrator of the ER 3.0 Server is respon­sible for integrating the Server into the existing network, and providing the Server a high-speed connection to the desig­nated logging device(s) and remote Client workstations. To attain this objective, the administrator performs the following tasks:
executes Quick 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.
8E6 TECHNOLOGIES, ENTERPRISE REPORTER 3.0 USERS GUIDE 19
ADMINISTRATOR SECTION: CHAPTER 1 - ACCESSING THE 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 GUI application.
20 8E6 TECHNOLOGIES, ENTERPRISE REPORTER 3.0 USERS GUIDE
ADMINISTRATOR SECTION: CHAPTER 1 - ACCESSING THE SERVER
Procedures for Logging On, Off the Server
WARNING: In order to prevent data from being lost or
corrupted while the Server is running, the Server should be connected to a UPS or other battery backup system.
Log On
1. In the login dialog box, type in the generic User Name
admin, and Password reporter, if you have not yet set up your own user name and password. Otherwise, enter your personal User Name and Password.
2. 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):
8E6 TECHNOLOGIES, ENTERPRISE REPORTER 3.0 USERS GUIDE 21
ADMINISTRATOR SECTION: CHAPTER 1 - ACCESSING THE SERVER
Fig. 1:1-1 Administrator GUI, main screen, first-time access
Specify the Server’s function
1. Click the appropriate radio button to specify the function of
the Server:
• choose Live if you wish the Server to function in the “live” mode, receiving and processing real time data from the Web access logging device.
• choose Archive if you wish the Server to function in the “archive” mode, solely as a receptacle for historical, archived files. 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.
22 8E6 TECHNOLOGIES, ENTERPRISE REPORTER 3.0 USERS GUIDE
ADMINISTRATOR SECTION: CHAPTER 1 - ACCESSING THE SERVER
TIP: After choosing the function for the ER 3.0 Server box on
the main screen, if you have not previously set up your own user name and password, you should do so before entering any Server settings.
Set up an Administrator Login ID
NOTE: If you have already set up your user name and
password, you can skip this section.
1. At the Network pull-down menu, choose Administrators to display the Add/Edit/Delete Administrators screen where you will set up your user name and password:
Fig. 1:1-2 Add/Edit/Delete Administrators screen
8E6 TECHNOLOGIES, ENTERPRISE REPORTER 3.0 USERS GUIDE 23
ADMINISTRATOR SECTION: CHAPTER 1 - ACCESSING THE SERVER
2. Select New Administrators from the pull-down menu.
3. In the User Name field, enter up to 20 upper- and/or lowercase alphanumeric characters, without spaces.
4. In the Password field, enter up to eight alphanumeric characters in upper- or lowercase characters, or a combi­nation of both. The password is case sensitive. For security purposes, an asterisk displays for each character entered.
5. 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.
24 8E6 TECHNOLOGIES, ENTERPRISE REPORTER 3.0 USERS GUIDE
ADMINISTRATOR SECTION: CHAPTER 2 - CONFIGURING THE ER 3.0 SERVER

Chapter 2: Configuring the ER 3.0 Server

Administrator GUI
After logging on the Server , the main screen of the Adminis­trator GUI displays in your Web browser:
Fig. 1:2-1 Administrator GUI, main screen
The Administrator GUI is used for configuring and 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.
8E6 TECHNOLOGIES, ENTERPRISE REPORTER 3.0 USERS GUIDE 25
ADMINISTRATOR SECTION: CHAPTER 2 - CONFIGURING THE ER 3.0 SERVER
NOTE: The mode of the Server displays on the main screen. More information about the “live” and “archive” Server box modes can be found in the Box Mode sub-section under the Network Menu section in this chapter.
TIP: When making a complete configuration of the Server, 8e6 Technologies recommends you navigate from left to right (Net­work to Server to Database) in choosing your menu options.
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.
Fig. 1:2-2 Network menu, main screen
26 8E6 TECHNOLOGIES, ENTERPRISE REPORTER 3.0 USERS GUIDE
ADMINISTRATOR SECTION: CHAPTER 2 - CONFIGURING THE ER 3.0 SERVER
Box Mode
The Server box mode displays by default when you first log on the Server, or when the Box Mode option is selected from the Network menu. (See Figs. 1:2-1 and 1:2-2.) The box mode indicates whether the Server box is functioning in the “live” mode, or in the “archive” mode. When the box mode displays on the screen, you can view the current mode set for the Server, and can change this setting, if necessary.
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.
8E6 TECHNOLOGIES, ENTERPRISE REPORTER 3.0 USERS GUIDE 27
ADMINISTRATOR SECTION: CHAPTER 2 - CONFIGURING THE ER 3.0 SERVER
Change the Box Mode
1. Click the Change Mode button to display the two box mode
options on the screen:
Fig. 1:2-3 Change Box Mode
2. Click the radio button corresponding to Live or Archive to
specify the mode in which the Server should function.
3. Click the Apply button to confirm your selection. The “new”
mode will be in effect after the Server is restarted.
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.)
28 8E6 TECHNOLOGIES, ENTERPRISE REPORTER 3.0 USERS GUIDE
ADMINISTRATOR SECTION: CHAPTER 2 - CONFIGURING THE ER 3.0 SERVER
Add/Edit/Delete Administrators screen
The Add/Edit/Delete Administrators screen displays when the Administrators option is selected from the Network menu. This screen is used for viewing, adding, editing, and deleting the login ID of personnel authorized to configure the Server. For security purposes, administrators should be the first users set up on the Server.
Fig. 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.
8E6 TECHNOLOGIES, ENTERPRISE REPORTER 3.0 USERS GUIDE 29
ADMINISTRATOR SECTION: CHAPTER 2 - CONFIGURING THE 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)
3. Click the Save button.
30 8E6 TECHNOLOGIES, ENTERPRISE REPORTER 3.0 USERS GUIDE
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