Version 1.01, published December 2007 for software release
4.1.20
Printed in the United States of America
This document may not, in whole or in part, be copied, photocopied, reproduced, translated, or reduced to any electronic
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Every effort has been made to ensure the accuracy of this
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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. Due to future enhancements and modifications of
this product, the information described in this documentation
is subject to change without notice.
The latest version of this document can be obtained from
http://www.8e6.com/docs/ir_er4server.pdf.
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Part# IR-ER4-SUG_v1.01-0712
8E6 TECHNOLOGIES, ENTERPRISE REPORTER ADMINISTRATOR USER GUIDEiii
IV8E6 TECHNOLOGIES, ENTERPRISE REPORTER ADMINISTRATOR USER GUIDE
Windows XP SP2 Pop-up Blocker .................................................. 99
Set up Pop-up Blocking ............................................................ 99
Use the Internet Options dialog box.................................... 99
Use the IE Toolbar ............................................................ 101
Set up the Information Bar.......................................... 102
Access the Client ........................................................ 102
INDEX .......................................................................105
viii8E6 TECHNOLOGIES, ENTERPRISE REPORTER ADMINISTRATOR USER GUIDE
ENTERPRISE REPORTER OVERVIEWOPERATIONS
ENTERPRISE REPORTER OVERVIEW
Though many companies have Internet filtering solutions to
prevent employees from accessing inappropriate, non-work
related Web sites, simply blocking these sites is not enough.
Administrators want the ability to know who is accessing
which site, the duration of each site visit, and the frequency
of these visits. 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 (ER) 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 userdefined report menu for repetitive, scheduled execution and
distribution.
Operations
In simplified terms, the ER operates as follows: the ER
Server accepts log files (text files containing Web access
data) from the 8e6 R3000 Enterprise Filter. 8e6’s proprietary
programs “normalize” the transferred data and insert them
into a MySQL database. The ER Client reporting application
accesses this database to generate a virtually unlimited
number of queries and reports.
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ENTERPRISE REPORTER OVERVIEWHOWTO USETHIS USER GUIDE
How to Use this User Guide
Organization
This User Guide is organized into the following sections:
• Overview - This section provides information on how to
use this user guide to help you configure the ER Server.
• Administrator Section - Refer to this section for information on configuring and maintaining the ER Server via
the Administrator console application.
• Tech Support / Product Warranties Section - This
section contains information on technical support and
product warranties.
• Appendices Section - Appendix A provides information
on how to use the ER Server in the evaluation mode, and
how to switch to the activated mode. Appendix B
explains how to disable many types of pop-up blocking
software.
• Index - This section includes an index of topics and the
first page numbers where they appear in this user guide.
28E6 TECHNO LOGIES, ENTERPRISE REPORTER ADMINISTRATOR USER GUIDE
Conventions
The following icons are used throughout this user guide:
NOTE: The “note” icon is followed by italicized text providing
additional information about the current topic.
TIP: The “tip” icon is followed by italicized text giving you hints on
how to execute a task more efficiently.
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.
IMPORTANT: The "important" icon is followed by italicized text
informing you about important information or procedures to follow
to ensure maximum uptime on the ER Server.
ENTERPRISE REPORTER OVERVIEWHOWTO USETHIS USER GUIDE
8E6 TECHNOLOGIES, ENTERPRISE REPORTER ADMINISTRATOR USER GUIDE3
ENTERPRISE REPORTER OVERVIEWHOWTO USETHIS USER GUIDE
Terminology
The following terms are used throughout this user guide.
Sample images (not to scale) are included for each item.
• alert box - a message box
that opens in response to an
entry you made in a dialog
box, window, or screen. This
box often contains a button
(usually labeled “OK”) for you
to click in order to confirm or execute a command.
• 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. You
must choose an option
clicking a button
by
(such as “Yes” or “No”,
or “Next” or “Cancel”) 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.
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• 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.
• 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.
• pop-up box or pop-up
window - 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.
• 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.
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ENTERPRISE REPORTER OVERVIEWHOWTO USETHIS USER GUIDE
• radio button - a small, circular
object in a dialog box, window, or
screen used for selecting an option.
This object allows you to toggle between two choices. By
clicking a radio button, a dot is placed in the circle, indicating that you selected the option. When the circle is
empty, the option is not selected.
• screen - a
main object
of an application that
displays
across your
monitor. A
screen can
contain
windows,
frames,
fields, tables,
text boxes,
list boxes, 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.
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• window - displays on a screen,
and can contain frames, fields,
text boxes, list boxes, buttons,
and radio buttons. Types of
windows include ones from the
system such as the Save As
window, pop-up windows, or
login windows.
8E6 TECHNOLOGIES, ENTERPRISE REPORTER ADMINISTRATOR USER GUIDE7
ADMINISTRATOR SECTIONINTRODUCTION
ADMINISTRATOR SECTION
Introduction
The authorized administrator of the ER Server is responsible for providing the Server a high-speed connection to the
remote Client workstations. To attain this objective, the
administrator performs the following tasks:
• provides a suitable environment for the ER Server,
including:
• 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 software updates supplied by
8e6
• analyzes Server statistics
• establishes and implements backup and restoration
procedures for the Server
Instructions on configuring and maintaining the ER Server
are documented in this section.
NOTES: This user guide is accessible via the Help link beneath
the banner in any screen in the Administrator console.
Information about the ER Client can be found in the ER Web
Client User Guide that can be obtained from http://www.8e6.com/docs/er4_wclient.pdf.
88E6 TECHNO LOGIES, ENTERPRISE REPORTER ADMINISTRATOR USER GUIDE
ADMINISTRATOR SECTIONCOMPONENTSAND ENVIRONMENT
Components and Environment
Components
Hardware
•High performance server
•One or more high-capacity hard drives
•Optional: One or more attached “NAS” storage devices
(e.g. Ethernet connected SCSI connected “SAN”)
Software
•Linux OS
•Administrator Graphical User Interface (GUI) console
utilized by an authorized administrator to configure and
maintain the ER Server
•MySQL database
•8e6 Technologies proprietary Client application
employed by report users for generating “views” and
reports
8E6 TECHNOLOGIES, ENTERPRISE REPORTER ADMINISTRATOR USER GUIDE9
ADMINISTRATOR SECTIONCOMPONENTSAND ENVIRONMENT
Environment
Workstation Requirements
•Windows 2000, NT 4.0, or XP operating system
•Internet Explorer (IE) Version 6.0 or later
•Pop-up blocking software, if installed, must be disabled
•Session cookies from the ER Server must be allowed in
order for the Administrator console to function properly
NOTE: Information about disabling pop-up blocking software can
be found in Appendix B: Disable Pop-up Blocking Software.
Network Requirements
•High speed connection from the ER Server to the Web
access logging device(s)
•High speed connection from the ER Server to the Client
workstation(s)
108E6 TECHNOLOGIES, ENTERPRISE REPORTER ADMINISTRATOR USER GUIDE
ADMINISTRATOR SECTIONCHAPTER 1: ACCESSINGTHE SERVER
Chapter 1: Accessing the Server
Preliminary Network Settings
To initially set up your ER Server, follow the instructions in
the R3000IR Quick Start Guide booklet packaged with your
R3000IR unit. This guide explains how to perform the initial
configuration of the Server so that it can be accessed via an
IP address on your network.
NOTE: If you do not have the R3000IR Quick Start Guide, contact
8e6 Technologies immediately to have a copy sent to you.
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.
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 Start 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 appended by the following port
number:
• “:88” for an HTTP address
• “:8843” for an HTTPS address
For example, if your IP address is 1.2.3.4, type in http://
1.2.3.4:88 or https://1.2.3.4:8843.
8E6 TECHNOLOGIES, ENTERPRISE REPORTER ADMINISTRATOR USER GUIDE11
ADMINISTRATOR SECTIONCHAPTER 1: ACCESSINGTHE SERVER
3. Click Go to open the login screen of the Administrator
console application (see Fig. 1:1-1).
Procedures for Logging On, Off the Server
Log On
Fig. 1:1-1 Login screen
1. In the login screen, type in the generic User Name
admin, and Password reporter, if you have not yet set
up your own user name and password. Otherwise, enter
your personal User Name and Password.
2. Click Login to go to the main screen of the Administrator
console.
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ADMINISTRATOR SECTIONCHAPTER 1: ACCESSINGTHE SERVER
NOTE: When logging on the Server for the first time, the ER
Status pop-up box opens, and the main screen displays with a
message, as shown in the example in Logging on the First Time.
Follow the directions in this sub-section before proceeding.
(Refer to Appendix A: Evaluation Mode for information on using
the ER Server in the evaluation mode, or for changing the Server
from this mode to the activated mode.)
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 console for the first
time, the main screen displays with a message that asks
you to specify the Server’s function:
Fig. 1:1-2 Administrator console, main screen, first-time access
8E6 TECHNOLOGIES, ENTERPRISE REPORTER ADMINISTRATOR USER GUIDE13
ADMINISTRATOR SECTIONCHAPTER 1: ACCESSINGTHE SERVER
Specify the Server’s function
1. Click the appropriate radio button to specify the function
of the Server:
• choose Live if you wish the Server to function in the
“live” mode, receiving and processing real time data
from the R3000.
• choose Archive if you wish the Server to function in
the “archive” mode, solely as a receptacle for historical, archived files. 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.
TIP: After choosing the function for the ER 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.
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ADMINISTRATOR SECTIONCHAPTER 1: ACCESSINGTHE SERVER
Set up an Administrator Login ID
NOTE: If you have already set up your user name and password,
you can skip this section.
1. At the Network pull-down menu, choose Administrators
to display the Add/Edit/Delete Administrators screen
where you will set up your user name and password:
Fig. 1:1-3 Add/Edit/Delete Administrators screen
2. Select New Administrators from the pull-down menu.
3. In the User Name field, enter up to 20 characters—this
may include upper- and/or lowercase alphanumeric characters, and special characters.
4. In the Password field, enter eight to 20 characters—
including at least one alpha character, one numeric character, and one special character. The password is case
sensitive.
8E6 TECHNOLOGIES, ENTERPRISE REPORTER ADMINISTRATOR USER GUIDE15
ADMINISTRATOR SECTIONCHAPTER 1: ACCESSINGTHE SERVER
5. In the Confirm Password field, re-enter the password in
the exact format used at the Password field.
6. Click the Save button.
Log Off
To log off the Administrator console, click the Logout link
beneath the banner in any screen to display the log out
screen:
Fig. 1:1-4 Logout screen
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ADMINISTRATOR SECTIONCHAPTER 1: ACCESSINGTHE SERVER
Click the “X” in the upper right corner of the browser window
to close the window. Exiting the Administrator console will
log you off the Server, but will not turn off the Server.
WARNING: If you need to turn off the Server, follow the shut
down procedures outlined in the Shut Down screen sub-section
under the Server Menu section in Chapter 2. Failure to properly
shut down the Server can result in data being lost or corrupted.
8E6 TECHNOLOGIES, ENTERPRISE REPORTER ADMINISTRATOR USER GUIDE17
ADMINISTRATOR SECTIONCHAPTER 2: CONFIGURINGTHE ER SERVER
Chapter 2: Configuring the ER Server
Administrator Console
After logging on the Server, the main screen of the Administrator console displays in your Web browser:
Fig. 1:2-1 Administrator console, main screen
The Administrator console is used for configuring and maintaining the ER Server. Settings made in the Administrator
console affect the Client reporting application. On the main
screen of the Administrator console, there are three menus:
Network, Server, and Database. Each menu contains
options from which you make selections to access screens
used for configuring your Server.
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ADMINISTRATOR SECTIONCHAPTER 2: CONFIGURINGTHE ER SERVER
NOTE: The mode of the Server displays on the main screen.
More information about the “live” and “archive” Server box modes
can be found in the Box Mode sub-section under the Network
Menu section in this chapter.
TIP: When making a complete configuration of the Server, 8e6
Technologies recommends you navigate from left to right
(Network to Server to Database) in choosing your menu options.
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, and
Lockouts.
Fig. 1:2-2 Network menu, main screen
8E6 TECHNOLOGIES, ENTERPRISE REPORTER ADMINISTRATOR USER GUIDE19
ADMINISTRATOR SECTIONCHAPTER 2: CONFIGURINGTHE ER SERVER
Box Mode screen
The Box Mode screen displays by default when you first log
on the Server, or when the Box Mode option is selected from
the Network menu. (See Figs. 1:2-1 and 1:2-2.) The box
mode indicates whether the Server box is functioning in the
“live” mode, or in the “archive” mode. When the box mode
displays on the screen, you can view the current mode set
for the Server, and can change this setting, if necessary.
NOTE: When accessing the Box Mode screen for the first time,
the ER Status pop-up box opens to inform you that the ER unit is
currently in the evaluation mode. To continue using the box in the
evaluation mode, click the “X” in the upper right corner to close
the pop-up box. (Refer to Appendix A: Evaluation Mode for information on using the Server in the evaluation mode, or for
changing from this mode to the activated mode.)
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 R3000. 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.
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ADMINISTRATOR SECTIONCHAPTER 2: CONFIGURINGTHE ER SERVER
Change the Box Mode
1. Click the Change Mode button to display the two box
mode options on the screen:
Fig. 1:2-3 Change Box Mode
2. Click the radio button corresponding to Live or Archive
to specify the mode in which the Server should function.
3. Click the Apply button to confirm your selection. The
“new” mode will be in effect after the Server is restarted.
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.)
8E6 TECHNOLOGIES, ENTERPRISE REPORTER ADMINISTRATOR USER GUIDE21
ADMINISTRATOR SECTIONCHAPTER 2: CONFIGURINGTHE ER SERVER
Add/Edit/Delete Administrators screen
The Add/Edit/Delete Administrators screen displays when
the Administrators option is selected from the Network
menu. This screen is used for viewing, adding, editing, and
deleting the login ID of personnel authorized to configure
the Server. For security purposes, administrators should be
the first users set up on the Server.
Fig. 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.
228E6 TECHNOLOGIES, ENTERPRISE REPORTER ADMINISTRATOR USER GUIDE
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