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8e6
Enterprise Reporter
3.0
U
SER
’
S
G
UIDE
Contents
Main
Page
8E6 ENTERPRISE REPORTER 3.0 USERS GUIDE
C
ENTERPRISE REPORTER 3.0 OVERVIEW............................. 11
ADMINISTRATOR SECTION ................................................19
Page
CLIENT USER SECTION ...................................................75
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Page
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TECHNICAL SUPPORT / PRODUCT WARRANTIES SECTION 193
APPENDICES SECTION................................................... 198
INDEX......................................................................... 207
ENTERPRISE REPORTER 3.0 OVERVIEW
T
Operations
Components
Hardware
Software
Environment
Client Workstation Requirements
Network Requirements
How to Use this Manual
Organization
Conventions
The following icons are used throughout this Users Guide:
Terminology
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Page
ADMINISTRATOR SECTION
Introduction
Chapter 1: Accessing the Server
Preliminary Network Settings
Procedures for Accessing the Server
Procedures for Logging On, Off the Server
Log On
Logging on the First Time
Specify the Servers function
Set up an Administrator Login ID
Log Off
Chapter 2: Configuring the ER 3.0 Server
Administrator GUI
Network Menu
Box Mode
Live Mode
Archive Mode
Change the Box Mode
Add/Edit/Delete Administrators screen
View a List of Administrators
Add an Administrator
Edit an Administrators Login ID
Delete an Administrator
Network Settings screen
Set up/Edit IP Addresses
Routing Table screen
View a List of Routers
Add a Router
Delete a Router
Time Settings screen
Specify the Time Zone
Specify Network Time Protocol Servers
Update the Time on the Server
Network Diagnostics screen
Ping
Trace Route
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Server Menu
Backup screen
Backup Procedures
Set up/Edit External Backup FTP Password
Execute a Manual Backup
Perform a Remote Backup
Perform a Restoration to the ER 3.0 Server
Self Monitoring screen
View a List of Contact E-Mail Addresses
Set up and Activate Self-Monitoring
Remove Recipient from E-mail Notification List
Deactivate Self-Monitoring
Server Status screen
View the Status of the Server
Secure Access screen
Activate a Port to Access the Server
Terminate a Port Connection
Terminate All Port Connections
Software Update screen
View Installed Patches
Retrieve a Patch
Install a Patch
Page
Shut Down screen
Server Action Selections
Perform a Server Action
Database Menu
User Name Identification screen
Page
WARNINGS
View the User Name Identification screen
Configure the Server to Log User Activity
Static IP Assignment
Identification Timeout
Deactivate User Name Identification
Page View Elapsed Time screen
Establish the Unit of Elapsed Time for Page Views
Elapsed Time Rules
Tools screen
View Diagnostic Reports
View Database Status Logs
Change Database Password
Expiration screen
Expiration Screen Terminology
Expiration Rules
View Data Storage Statistics
Page
Page
Change Data Storage Settings
Page
CLIENT USER SECTION
Introduction
Chapter 1: Workstation Configuration
Installation Components
Install the ODBC Driver
Page
Page
Install Microsoft Access Runtime
Page
Download and Install the Client
Download the Client
Page
Install the Client
Page
Page
Page
Page
Update the Server Address and Password
Page
Page
Uninstall the Client, Install New Release
Page
Chapter 2: Accessing the Client
Launch the Client Application
Login window
Administrator Details
Change the Administrator Password
View, Modify Server Information
Page
Page
Log In
Server Statistics
Date Scopes
Expiration Info
ER Activity
Page
Page
Page
Navigate the Main Menu
Buttons
Icons
Log Out
Chapter 3: Customizing the Client
Settings
Event Schedule
View Details or Edit a Scheduled Event
View Details for a Scheduled Event
Edit a Scheduled Event
Schedule an Event
Delete a Scheduled Event
Category Descriptions
View Details for a Filter Category
Update a Filter Category
Add a Filter Category
Category Groupings
Add a Category Group
Rename a Category Group
Delete a Category Group
Group Definitions frame
Add Categories to a Category Group
Delete a Category from a Category Group
User Groupings
Add a User Group
Rename a User Group
Delete a User Group
Group Definitions frame
View a List of Users in a User Group
Define a User Group
Page
Page
Delete a User
User Permissions
Add User
Page
User Information frame
Add User to a User Group
Remove User from a User Group
Update User Group by Adding a User
Update User Group by Removing a User
Edit Password or Delete User
Change a Users Password
Delete a User
My Account
View Users in a User Group
Change Password
Default Options
Set New Defaults
Chapter 4: Using the Client
Specific Search Function
Specify Time Frame for the Search
Specify Type of Search to be Performed
Specify Items to be Searched, View Results
Warning Messages
Page Search
Object Search
View Additional Information
Report Screen Elements
Date Scope
Page
Display button
Search button
Navigation path
Navigation bar
Back icon
Categories icon
IPs icon
Users icon
Sites icon
Category Groups icon
User Groups icon
Exit icon
Reports / Report Layout field
Save icon
View icon
View, Print the Report
Double Break Information dialog box
Generate Chart box
Print icon
E-mail icon
Page
Export icon
Record icon
Save Custom Report dialog box
Page
Save as Custom Report dialog box
Page
Open a Recorded Report
Page
Filters
Columns
Page
Page
Select All, Deselect All buttons
Records
Generate a Report
Report Formats
Standard report
Pie Chart report
Bar Chart report
Chapter 5: Reports
Categories Reports
Categories
Category/IPs
Category/Users
Category/Sites
IPs Reports
IPs
IP/Categories
IP/Users
IP/Sites
Users Reports
Users
User/Categories
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CLIENT USER SECTION: CHAPTER 5 - REPORTS
Fig. 2:5-11 User/IPs report
User/IPs
User/Sites
Sites Reports
Sites
Site/Categories
Site/IPs
Site/Users
Category Groups Report
User Groups Report
Page/Object Reports
Page
TECHNICAL SUPPORT / PRODUCT WARRANTIES SECTION
Technical Support
Hours
Contact Information
Domestic (United States)
Support Procedures
Product Warranties
Standard Warranty
Technical Support and Service
Extended Warranty (optional)
Extended Technical Support and Service
APPENDICES SECTION
Appendix A
Scheduled Task Wizard
Steps for Scheduling a Task
2. Choose Scheduled Tasks to open the Scheduled Tasks window:
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Appendix B
Lotus Notes Configuration
Steps for Former MS Outlook / Express Users
Steps for Installing and Configuring Lotus Notes
Step 1: Install Lotus Notes
Step 2: Configure Microsoft Mail Client
Step 3: Verify Internet Explorer Settings
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