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8e6 Technologies 3 manual User Groupings, User Group Setup box

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CLIENT USER SECTION: CHAPTER 3 - CUSTOMIZING THE CLIENT

User Groupings

The User Groupings option is used for defining a customized group of users, if you wish to run reports for certain users only.

To create, edit, or delete a user group, click the User Group- ings button in the Settings menu to open the User Group Setup box:

Fig. 2:3-11 User Group Setup box

The User Group Setup box is comprised of two frames used for setting up and maintaining user groupings: Group Infor- mation, and Group Definitions.

To exit this option, click Close.

Group Information frame

The Group Information frame displays to the left in the User Group Setup box. In this frame you can add, rename, or delete a user group.

Any user groups that were created display in the list box in this frame.

8E6 TECHNOLOGIES, ENTERPRISE REPORTER 3.0 USER’S GUIDE

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8e6 Technologies 3 manual User Groupings, User Group Setup box

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 Enterprise Reporter 3.0 Overview OperationsHardware ComponentsSoftware Client Workstation Requirements EnvironmentNetwork Requirements Organization How to Use this ManualFollowing icons are used throughout this User’s Guide ConventionsTerminology Overview Save As window, popup windows, or login windows Introduction Preliminary Network Settings Accessing the ServerProcedures for Accessing the Server Log On Procedures for Logging On, Off the ServerLogging on the First Time Specify the Server’s function Administrator GUI, main screen, first-time accessAdd/Edit/Delete Administrators screen Set up an Administrator Login IDLog Off Select New Administrators from the pull-down menuAdministrator GUI Configuring the ER 3.0 ServerNetwork menu, main screen Network MenuLive Mode Box ModeArchive Mode Change Box Mode Change the Box ModeAdd/Edit/Delete Administrators screen Add an Administrator View a List of AdministratorsEdit an Administrator’s Login ID Delete an Administrator Network Settings screenEnter or edit an IP address in each appropriate field Set up/Edit IPAddressesView a List of Routers Routing Table screenDelete a Router Add a RouterSpecify the Time Zone Time Settings screenClick the Save button to save your entries Specify Network Time Protocol ServersUpdate the Time on the Server Network Diagnostics screenPing results PingTrace Route 10 Trace Route results Server Menu Backup screen12 Backup screen Backup ProceduresSet up/Edit External Backup FTP Password Execute a Manual Backup Perform a Remote Backup Perform a Restoration to the ER 3.0 Server 13 Self Monitoring screen Self Monitoring screenView a List of Contact E-Mail Addresses Set up andActivate Self-MonitoringRemove Recipient from E-mail Notification List Deactivate Self-MonitoringView the Status of the Server Server Status screen15 Secure Access screen Secure Access screenTerminate a Port Connection Activate a Port to Access the ServerTerminate All Port Connections Software Update screenInstall a Patch View Installed PatchesRetrieve a Patch 18 Software Updates for the ER Server Action Selections Shut Down screenPerform a Server Action User Name Identification screen Database Menu21 User Name Indentification screen with IP.ID activated Administrator Section Configuring the ER 3.0 Server View the User Name Identification screen Configure the Server to Log User ActivityStatic IPAssignment Identification TimeoutDeactivate User Name Identification View Elapsed Time screenElapsed Time Rules Establish the Unit of Elapsed Time for Page Views23 Tools screen Tools screenView Database Status Logs View Diagnostic ReportsChange Database Password 24 Expiration screen Expiration screenExpiration 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 Installation Components Workstation ConfigurationOdbc folder Install the Odbc DriverClick Continue to open the Install Drivers dialog box Data Sources dialog box Microsoft Access Runtime dialog box Install Microsoft Access RuntimeInstallation Location dialog box Download the Client Download and Install the Client10 Upgrades/Tools page, Enterprise Reporter 3.0 circled 11 Warning dialog box Install the Client13 Installation Wizard Click Next to install the Client application on your machine 17 Automatic Report Setup 18 Installation complete 19 Login window with unchanged Server address Update the Server Address and Password20 Admin Form popup box Client User Section Workstation Configuration 22 Information alert box Uninstall the Client, Install New Release23 Confirmation dialog box Login window Accessing the ClientLaunch the Client Application Change the Administrator Password Administrator DetailsView, Modify Server Information Changing Admin Password boxServer and Odbc Information box Client User Section Accessing the Client Log Date Scopes Server Statistics100 ER Activity Expiration Info102 Hits Per Day chartHits Per Week chart 104 11 Client application main menuNavigate the Main Menu 12 Settings box menuIcons Buttons106 Log Out Customizing the Client Settings108 Scheduled Events box Event ScheduleView Details for a Scheduled Event View Details or Edit a Scheduled Event110 Day of the Week Edit a Scheduled Event112 Schedule an EventDelete a Scheduled Event Category DescriptionsView Details for a Filter Category Update a Filter Category114 Add a Filter Category Add a Filter Category116 Category GroupingsAdd a Category Group Group Information frameRename a Category Group 118 Delete a Category GroupAdd Categories to a Category Group Group Definitions frame120 Delete a Category from a Category GroupUser Groupings 11 User Group Setup boxRename a User Group Add a User Group122 View a List of Users in a User Group Delete a User Group124 Define a User Group14 Add Users to group 126 Delete a User Add User User Permissions128 16 Add User Add User to a User Group User Information frameRemove User from a User Group 130Update User Group by Adding a User Edit Password or Delete UserUpdate User Group by Removing a User 132 Change a User’s PasswordMy Account 18 Settings menu, non-administrator user134 View Users in a User Group20 Change User Password Change PasswordSet New Defaults Default Options136 Specific Search Function Using the Client138 Specify Time Frame for the SearchSpecify Items to be Searched, View Results Specify Type of Search to be PerformedObject Search Search140 View Additional Information 142 Report Screen ElementsDate Scope field Date Scope144 Entries for Monthly optionDisplay Information box Display buttonNavigation path Search button146 Back icon Navigation barCategories icon Users icon IPs iconSites icon Category Groups iconReports / Report Layout field Exit iconSave icon 150 View iconView, Print the Report 152 Double Break Information dialog box13 Generate Chart box Generate Chart boxMail icon Print icon154 Click the E-mailbutton to open the Output Format box 156 Export iconRecord icon 158 Save Custom Report dialog box159 160 Save as Custom Report dialog box161 162 Open a Recorded ReportTIP Click Cancel to close this dialog box Columns Filters164 165 166 To include all records, click the Select All button Select All, Deselect All buttons168 RecordsGenerate a Report 170 Report Formats23 Standard report format Standard report172 Pie Chart report25 Bar Chart report format Bar Chart reportCategories Reports ReportsCategories 174Category/IPs report Category/IPs176 Category/UsersCategory/Sites report Category/SitesIPs IPs Reports178 IP/Categories report IP/Categories180 IP/UsersIP/Sites report IP/SitesUsers Users Reports182 10 User/Categories report User/Categories184 User/IPs12 User/Sites report User/SitesSites Sites Reports186 14 Site/Categories report Site/Categories188 Site/IPs16 Site/Users report Site/UsersUser Groups Report Category Groups Report190 18 Objects report screen Page/Object Reports192 19 Objects reportHours Technical SupportContact Information Domestic United StatesMail Support ProceduresAddress 194Product Warranties Standard Warranty196 Technical Support and ServiceExtended Technical Support and Service Extended Warranty optionalScheduled Task Wizard Appendix aSteps for Scheduling a Task 198Choose Scheduled Tasks to open the Scheduled Tasks window 200 Scheduled Task Wizard, 1st frameScheduled Task Wizard, 3rd frame 202 Scheduled Task Wizard, 5th frameDialog box, Task tab 204 11 Set Account Info boxAppendix B Lotus Notes ConfigurationSteps for Former MS Outlook / Express Users Install Lotus Notes Steps for Installing and Configuring Lotus NotesConfigure Microsoft Mail Client Verify Internet Explorer SettingsIndex 208 209 210 211 212 213 214 215