8e6 Technologies ER HL/SL manual Install the Enterprise Reporter

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INSTALL THE ENTERPRISE REPORTER NOTE TO EVALUATORS

INSTALL THE ENTERPRISE REPORTER

To install the appliance, configure the box and to test reporting is operational please refer to the step-by-step instructions found in the Enterprise Reporter Quick Start Guide provided in the box.

Please note that prior to reviewing the Enterprise Reporter you should install the R3000 Internet Filter, which is required for sending logs to the Reporter. See the R3000 Internet Filter Evaluation Guide for instructions on how to setup the filter.

Disable Pop-up Blocking Software: Please note that a user with pop-up blocking soft- ware installed on his/her workstation will need to disable pop-up blocking in order to use the Client.

Evaluation Best Practice: Once the appliance is installed, allow the Enterprise Reporter to run for several days prior to evaluating reports in order to optimize the evaluation expe- rience. This will allow the Enterprise Reporter to accumulate multiple days of data and present more meaningful reports. Having performed these preliminary steps, the Reporter will function properly on day one of the install with some reports showing no data (e.g. canned reports).

2	8E6 TECHNOLOGIES, ENTERPRISE REPORTER EVALUATION GUIDE

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Contents Guide Enterprise Reporter Evaluation Guide Contents Create a Custom Report for a specific user Overview Install the Enterprise Reporter Understand the most common and useful features Use custom Category Groups to narrow your search How to create custom Category GroupsHow to add a Category Group Group Information frameHow to add Categories to a Category Group Group Definitions frameHow to create User Groups Use custom User Groups to narrow your searchAdd a User Group Define a User Group Rebuild Groups Use Enterprise Reporter to conduct an investigation Use Enterprise Reporter Canned Reports How to generate a Canned Report 8E6 TECHNOLOGIES, Enterprise Reporter Evaluation Guide How to export a Canned Report Use Enterprise Reporter Drill Down ReportsHow to generate a Summary Drill Down Report Summary Drill Down Report navigation Report columnsFilter columns and buttons Count columns Back button Navigation tipsSort records by another column Record navigation fieldDetail Drill Down Report navigation Report type columnsLinks Sort by Filter Action column Evaluation stepsSelect a specific user by Category Full URL reviewSort by Content Type Sort by Search StringHow to use the Custom Report Wizard Create a Custom Report for a specific userGenerate a new Custom Report Custom Report Wizard Specific User Detail by Page report Export a Custom Report Save a Detail Custom Report 8E6 TECHNOLOGIES, Enterprise Reporter Evaluation Guide Schedule a report to run Enter a Name for the event8E6 TECHNOLOGIES, Enterprise Reporter Evaluation Guide How to generate a Sample Custom Report Appendix a Samples of Commonly Used ReportsExamples of available Sample Custom Reports Report formatSample Report 1 Top 20 Users by Category/User Sample Report 2 Top 20 Sites by User/Site Sample User/Sites reportSample Report 3 By Category/User/Site Sample Category/User/Sites reportSelect records to be exported Appendix B Export and Save Summary ReportsRecord exportation tip Use header buttons for report customizationExport a Summary Drill Down Report How to save a Summary Drill Down Report 8E6 TECHNOLOGIES, Enterprise Reporter Evaluation Guide Report fields Other Summary Report toolsSet Result Limit Type fieldDisplay and # Records fields Break type field Search and Filter String fieldsSort by and Order fields Format fieldFor pie and bar charts only For double-break reports onlyMethods for exporting a Drill Down Report Email optionView and print options Sample report file formats View and print tools8E6 TECHNOLOGIES, Enterprise Reporter Evaluation Guide