8e6 Technologies ER 4.0 User Manual

® Enterprise Reporter
USER
GUIDE
Administrator Console
R3000IR Model: ER 4.0
Release 4.1.20 • Manual Version 1.01
II 8E6 TECHNOLOGIES, ENTERPRISE REPORTER ADMINISTRATOR USER GUIDE
SER GUIDE
© 2007 8e6 Technologies All rights reserved. 828 W. Taft Ave., Orange, CA 92865, USA
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 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. 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.
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.
Part# IR-ER4-SUG_v1.01-0712
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IV 8E6 TECHNOLOGIES, ENTERPRISE REPORTER ADMINISTRATOR USER GUIDE

CONTENTS

ENTERPRISE REPORTER OVERVIEW ...............................1
Operations ...................................................................................1
How to Use this User Guide ....................................................... 2
Organization ...................................................................................... 2
Conventions ...................................................................................... 3
Terminology ...................................................................................... 4
ADMINISTRATOR SECTION .............................................8
Introduction .................................................................................8
Components and Environment ..................................................9
Components ...................................................................................... 9
Hardware .................................................................................... 9
Software ..................................................................................... 9
Environment .................................................................................... 10
Workstation Requirements ....................................................... 10
Network Requirements ............................................................. 10
Chapter 1: Accessing the Server ............................................. 11
Preliminary Network Settings .......................................................... 11
Procedures for Accessing the Server .............................................. 11
Procedures for Logging On, Off the Server ..................................... 12
Log On ...................................................................................... 12
Logging on the First Time ................................................... 13
Specify the Server’s function ........................................ 14
Set up an Administrator Login ID ........................................ 15
Log Off ...................................................................................... 16
Chapter 2: Configuring the ER Server .................................... 18
Administrator Console ..................................................................... 18
Network Menu .......................................................................... 19
Box Mode screen ................................................................ 20
Live Mode ..................................................................... 20
Archive Mode................................................................ 20
Change the Box Mode .................................................. 21
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CONTENTS
Add/Edit/Delete Administrators screen ............................... 22
View a List of Administrators ........................................ 23
Add an Administrator .................................................... 23
Edit an Administrator’s Login ID ................................... 23
Delete an Administrator ................................................ 24
Locked-out Accounts and IPs screen.................................. 25
View Locked Accounts, IP addresses........................... 26
Unlock Accounts, IP addresses .................................... 26
Server Menu ............................................................................. 28
Backup screen .................................................................... 29
Backup and Recovery Procedures ............................... 29
Set up/Edit External Backup FTP Password ................ 31
Execute a Manual Backup ............................................ 31
Perform a Remote Backup ........................................... 32
Perform a Restoration to the ER Server ....................... 33
Self Monitoring screen ........................................................ 34
View a List of Contact E-Mail Addresses...................... 35
Set up and Activate Self-Monitoring ............................. 35
Remove Recipient from E-mail Notification List............ 35
Deactivate Self-Monitoring............................................ 35
Server Status screen........................................................... 36
View the Status of the Server ....................................... 37
Secure Access screen ........................................................ 38
Activate a Port to Access the Server ............................ 39
Terminate a Port Connection........................................ 40
Terminate All Port Connections .................................... 40
Software Update screen...................................................... 41
View Installed Software Updates .................................. 42
Uninstall the Most Recently Applied Software Update . 42
View Available Software Updates................................. 42
Install a Software Update.............................................. 43
Shut Down screen............................................................... 46
Server Action Selections............................................... 46
Perform a Server Action ............................................... 47
Web Client Server Management screen ............................. 48
Restart the Web Client Server ...................................... 49
Enable/Disable Web Client Server Access................... 49
Enable/Disable the Web Client Scheduler.................... 49
Database Menu ........................................................................ 50
User Name Identification screen ......................................... 50
View the User Name Identification screen.................... 53
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Set up a Customized Label for Unidentified Machines. 53
Configure the Server to Log User Activity..................... 53
Deactivate User Name Identification ............................ 54
Username Display Setting screen ....................................... 55
View the Current Username Display Setting ................ 56
Modify the Username Display Setting........................... 56
Page View Elapsed Time screen ........................................ 58
Establish the Unit of Elapsed Time for Page Views...... 58
Elapsed Time Rules...................................................... 59
Page Definition screen ........................................................ 60
View the Current Page Types....................................... 60
Remove a Page Type ................................................... 61
Add a Page Type .......................................................... 61
Tools screen........................................................................ 62
View Diagnostic Reports............................................... 63
View Database Status Logs.......................................... 63
Expiration screen ................................................................ 66
Expiration Screen Terminology..................................... 67
Expiration Rules............................................................ 68
View Data Storage Statistics ........................................ 69
Change Data Storage Settings ..................................... 72
NAS Status screen.............................................................. 74
View NAS Status Information ....................................... 75
Optional Features screen.................................................... 75
Enable Search String Reporting ................................... 77
Enable Block Request Count........................................ 77
Enable Wall Clock Time................................................ 77
Enable Page and/or Object Count ................................ 78
Enable, Configure Password Security Option............... 79
User Group Import screen................................................... 81
Import User Groups ...................................................... 81
CONTENTS
TECHNICAL SUPPORT / PRODUCT WARRANTIES ...........83
Technical Support .....................................................................83
Hours ............................................................................................... 83
Contact Information ......................................................................... 83
Domestic (United States) .......................................................... 83
International .............................................................................. 83
E-Mail ....................................................................................... 83
Office Locations and Phone Numbers ...................................... 84
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CONTENTS
8e6 Corporate Headquarters (USA).................................... 84
8e6 Taiwan.......................................................................... 84
Support Procedures ........................................................................ 85
Product Warranties ................................................................... 86
Standard Warranty .......................................................................... 86
Technical Support and Service ....................................................... 87
Extended Warranty (optional) ......................................................... 88
Extended Technical Support and Service ....................................... 88
APPENDICES SECTION .................................................89
Appendix A ................................................................................89
Evaluation Mode ............................................................................. 89
Administrator Console .............................................................. 89
Use the Server in the Evaluation Mode............................... 91
Expiration screen .......................................................... 91
Change the Evaluation Mode.............................................. 92
Activation Page............................................................. 93
Appendix B ................................................................................95
Disable Pop-up Blocking Software .................................................. 95
Yahoo! Toolbar Pop-up Blocker ...................................................... 95
Add the Client to the White List ................................................ 95
Google Toolbar Pop-up Blocker ...................................................... 97
Add the Client to the White List ................................................ 97
AdwareSafe Pop-up Blocker ........................................................... 98
Disable Pop-up Blocking .......................................................... 98
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
viii 8E6 TECHNOLOGIES, ENTERPRISE REPORTER ADMINISTRATOR USER GUIDE
ENTERPRISE REPORTER OVERVIEW OPERATIONS

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 OVERVIEW HOW TO USE THIS 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.
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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 OVERVIEW HOW TO USE THIS USER GUIDE
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ENTERPRISE REPORTER OVERVIEW HOW TO USE THIS 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 OVERVIEW HOW TO USE THIS 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.
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ADMINISTRATOR SECTION INTRODUCTION

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.
8 8E6 TECHNO LOGIES, ENTERPRISE REPORTER ADMINISTRATOR USER GUIDE
ADMINISTRATOR SECTION COMPONENTS AND 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
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ADMINISTRATOR SECTION COMPONENTS AND 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)
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ADMINISTRATOR SECTION CHAPTER 1: ACCESSING THE 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.
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ADMINISTRATOR SECTION CHAPTER 1: ACCESSING THE 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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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
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ADMINISTRATOR SECTION CHAPTER 1: ACCESSING THE 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 SECTION CHAPTER 1: ACCESSING THE 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.
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ADMINISTRATOR SECTION CHAPTER 1: ACCESSING THE 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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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.
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ADMINISTRATOR SECTION CHAPTER 2: CONFIGURING THE 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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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
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ADMINISTRATOR SECTION CHAPTER 2: CONFIGURING THE 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 SECTION CHAPTER 2: CONFIGURING THE 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.)
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ADMINISTRATOR SECTION CHAPTER 2: CONFIGURING THE 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.
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