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CLIENT USER SECTION: CHAPTER 3 - CUSTOMIZING THE CLIENT

TIP: Click Cancel to return to the Category Information box without saving your entries.

4.Click Add to open an alert box displaying the message: “New Category Added!”

5.Click OK to close the alert box.

6.Click the in the upper right corner of the dialog box to close it. The new category entry displays in the Category Information box.

Category Groupings

The Category Groupings option is used for defining a cus- tomized group of filter categories, if you wish to run reports using certain filter categories only.

To create, edit, or delete a category group, click the Category

Groupings button in the Settings menu to open the Category

Group Setup box:

Fig. 2:3-8 Category Group Setup box

116	8E6 TECHNOLOGIES, ENTERPRISE REPORTER 3.0 USER’S GUIDE

Image 116

8e6 Technologies 3 manual Category Groupings, 116

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 Software ComponentsHardware Network Requirements EnvironmentClient Workstation 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 Procedures for Accessing the Server Accessing the ServerPreliminary Network Settings Logging on the First Time Procedures for Logging On, Off the ServerLog On 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 Archive Mode Box ModeLive Mode Change the Box Mode Change Box Mode Add/Edit/Delete Administrators screen Edit an Administrator’s Login ID View a List of AdministratorsAdd an Administrator 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 Retrieve a Patch View Installed PatchesInstall 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 Launch the Client Application Accessing the ClientLogin window 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 100 Server StatisticsDate Scopes 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 106 ButtonsIcons Log Out 108 SettingsCustomizing the Client Event Schedule Scheduled Events box 110 View Details or Edit a Scheduled EventView Details for a Scheduled Event Edit a Scheduled Event Day of the Week Schedule an Event 112 Category Descriptions Delete a Scheduled Event 114 Update a Filter CategoryView Details for a Filter Category Add a Filter Category Add a Filter Category Category Groupings 116 Rename a Category Group Group Information frameAdd 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 122 Add a User GroupRename a User Group 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 128 User PermissionsAdd User 16 Add User User Information frame Add User to a User GroupRemove User from a User Group 130 Update User Group by Removing a User Edit Password or Delete UserUpdate User Group by Adding 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 136 Default OptionsSet New Defaults 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 140 SearchObject Search View Additional Information Report Screen Elements 142 Date Scope Date Scope field Entries for Monthly option 144 Display button Display Information box 146 Search buttonNavigation path Categories icon Navigation barBack icon IPs icon Users iconSites icon Category Groups icon Save icon Exit iconReports / Report Layout field View icon 150 View, Print the Report Double Break Information dialog box 152 Generate Chart box 13 Generate Chart box 154 Print iconMail icon 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 164 FiltersColumns 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 178 IPs ReportsIPs IP/Categories IP/Categories report IP/Users 180 IP/Sites IP/Sites report 182 Users ReportsUsers User/Categories 10 User/Categories report User/IPs 184 User/Sites 12 User/Sites report 186 Sites ReportsSites Site/Categories 14 Site/Categories report Site/IPs 188 Site/Users 16 Site/Users report 190 Category Groups ReportUser Groups Report 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 Steps for Former MS Outlook / Express Users Lotus Notes ConfigurationAppendix B 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