Customizing the Client, Settings, 108 | 8e6 Technologies 3 specs

CLIENT USER SECTION: CHAPTER 3 - CUSTOMIZING THE CLIENT

Chapter 3: Customizing the Client

This chapter provides information on customizing the Client to generate reports based on your specified settings.

Settings

From the main menu, click the Settings button to open the Settings box that shows a menu of options for customizing the Client:

Fig. 2:3-1 Settings menu

If you are logged in as the administrator, the following options are available to you: Event Schedule, Category Descriptions, Category Groupings, User Groupings, User Permissions, and Default Options. The Admin Details and Server Statistics selections—documented in the Administrator Details sub- section and Log In sub-section in Chapter 2—also are avail- able.

108	8E6 TECHNOLOGIES, ENTERPRISE REPORTER 3.0 USER’S GUIDE

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8e6 Technologies 3 manual Customizing the Client, Settings, 108

Contents

8e6 Enterprise Reporter Page 8E6 Enterprise Reporter 3.0 USER’S Guide Contents Server Menu Lient U SER S Ection 108 137 174 Ndex Operations Enterprise Reporter 3.0 Overview Components HardwareSoftware Environment Client Workstation RequirementsNetwork Requirements How to Use this Manual Organization Conventions Following icons are used throughout this User’s Guide Terminology Overview Save As window, popup windows, or login windows Introduction Accessing the Server Preliminary Network SettingsProcedures for Accessing the Server Procedures for Logging On, Off the Server Log OnLogging on the First Time Administrator GUI, main screen, first-time access Specify the Server’s function Set up an Administrator Login ID Add/Edit/Delete Administrators screen Select New Administrators from the pull-down menu Log Off Configuring the ER 3.0 Server Administrator GUI Network Menu Network menu, main screen Box Mode Live ModeArchive Mode Change the Box Mode Change Box Mode Add/Edit/Delete Administrators screen View a List of Administrators Add an AdministratorEdit an Administrator’s Login ID Network Settings screen Delete an Administrator Set up/Edit IPAddresses Enter or edit an IP address in each appropriate field 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 Click the Save button to save your entries Network Diagnostics screen Update the Time on the Server Ping Ping results Trace Route 10 Trace Route results Backup screen Server Menu Backup Procedures 12 Backup screen 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 13 Self Monitoring screen Set up andActivate Self-Monitoring View a List of Contact E-Mail AddressesRemove Recipient from E-mail Notification List Deactivate Self-Monitoring Server Status screen View the Status of the Server Secure Access screen 15 Secure Access screen Activate a Port to Access the Server Terminate a Port Connection Software Update screen Terminate All Port Connections View Installed Patches Install a PatchRetrieve a Patch 18 Software Updates for the ER Shut Down screen Server Action Selections Perform a Server Action Database Menu User Name Identification screen 21 User Name Indentification screen with IP.ID activated Administrator Section Configuring the ER 3.0 Server Configure the Server to Log User Activity View the User Name Identification screen Identification Timeout Static IPAssignment View Elapsed Time screen Deactivate User Name Identification Establish the Unit of Elapsed Time for Page Views Elapsed Time Rules Tools screen 23 Tools screen View Diagnostic Reports View Database Status Logs Change Database Password Expiration screen 24 Expiration screen Expiration Screen Terminology Expiration Rules View Data Storage Statistics Administrator Section Configuring the ER 3.0 Server Administrator Section Configuring the ER 3.0 Server Change Data Storage Settings Administrator Section Configuring the ER 3.0 Server Client User Section Workstation Configuration Installation Components Install the Odbc Driver Odbc folder Click Continue to open the Install Drivers dialog box Data Sources dialog box Install Microsoft Access Runtime Microsoft Access Runtime dialog box Installation Location dialog box Download and Install the Client Download the Client 10 Upgrades/Tools page, Enterprise Reporter 3.0 circled Install the Client 11 Warning dialog box 13 Installation Wizard Click Next to install the Client application on your machine 17 Automatic Report Setup 18 Installation complete Update the Server Address and Password 19 Login window with unchanged Server address 20 Admin Form popup box Client User Section Workstation Configuration Uninstall the Client, Install New Release 22 Information alert box 23 Confirmation dialog box Accessing the Client Login windowLaunch the Client Application Administrator Details Change the Administrator Password Changing Admin Password box View, Modify Server Information Server and Odbc Information box Client User Section Accessing the Client Log Server Statistics Date Scopes100 Expiration Info ER Activity Hits Per Day chart 102 Hits Per Week chart 11 Client application main menu 104 12 Settings box menu Navigate the Main Menu Buttons Icons106 Log Out Settings Customizing the Client108 Event Schedule Scheduled Events box View Details or Edit a Scheduled Event View Details for a Scheduled Event110 Edit a Scheduled Event Day of the Week Schedule an Event 112 Category Descriptions Delete a Scheduled Event Update a Filter Category View Details for a Filter Category114 Add a Filter Category Add a Filter Category Category Groupings 116 Group Information frame Add a Category GroupRename a Category Group Delete a Category Group 118 Group Definitions frame Add Categories to a Category Group Delete a Category from a Category Group 120 11 User Group Setup box User Groupings Add a User Group Rename a User Group122 Delete a User Group View a List of Users in a User Group Define a User Group 124 14 Add Users to group 126 Delete a User User Permissions Add User128 16 Add User User Information frame Add User to a User GroupRemove User from a User Group 130 Edit Password or Delete User Update User Group by Adding a UserUpdate User Group by Removing a User Change a User’s Password 132 18 Settings menu, non-administrator user My Account View Users in a User Group 134 Change Password 20 Change User Password Default Options Set New Defaults136 Using the Client Specific Search Function Specify Time Frame for the Search 138 Specify Type of Search to be Performed Specify Items to be Searched, View Results Search Object Search140 View Additional Information Report Screen Elements 142 Date Scope Date Scope field Entries for Monthly option 144 Display button Display Information box Search button Navigation path146 Navigation bar Back iconCategories icon IPs icon Users iconSites icon Category Groups icon Exit icon Reports / Report Layout fieldSave icon View icon 150 View, Print the Report Double Break Information dialog box 152 Generate Chart box 13 Generate Chart box Print icon Mail icon154 Click the E-mailbutton to open the Output Format box Export icon 156 Record icon Save Custom Report dialog box 158 159 Save as Custom Report dialog box 160 161 Open a Recorded Report 162 TIP Click Cancel to close this dialog box Filters Columns164 165 166 Select All, Deselect All buttons To include all records, click the Select All button Records 168 Generate a Report Report Formats 170 Standard report 23 Standard report format Pie Chart report 172 Bar Chart report 25 Bar Chart report format Reports Categories ReportsCategories 174 Category/IPs Category/IPs report Category/Users 176 Category/Sites Category/Sites report IPs Reports IPs178 IP/Categories IP/Categories report IP/Users 180 IP/Sites IP/Sites report Users Reports Users182 User/Categories 10 User/Categories report User/IPs 184 User/Sites 12 User/Sites report Sites Reports Sites186 Site/Categories 14 Site/Categories report Site/IPs 188 Site/Users 16 Site/Users report Category Groups Report User Groups Report190 Page/Object Reports 18 Objects report screen 19 Objects report 192 Technical Support HoursContact Information Domestic United States Support Procedures MailAddress 194 Standard Warranty Product Warranties Technical Support and Service 196 Extended Warranty optional Extended Technical Support and Service Appendix a Scheduled Task WizardSteps for Scheduling a Task 198 Choose Scheduled Tasks to open the Scheduled Tasks window Scheduled Task Wizard, 1st frame 200 Scheduled Task Wizard, 3rd frame Scheduled Task Wizard, 5th frame 202 Dialog box, Task tab 11 Set Account Info box 204 Lotus Notes Configuration Appendix BSteps for Former MS Outlook / Express Users Steps for Installing and Configuring Lotus Notes Install Lotus NotesConfigure Microsoft Mail Client Verify Internet Explorer Settings Index 208 209 210 211 212 213 214 215