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
 Hardware
Components
Software
 Client Workstation Requirements
Environment
Network 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
 Preliminary Network Settings
Accessing the Server
Procedures for Accessing the Server
 Log On
Procedures for Logging On, Off the Server
Logging 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
 Live Mode
Box Mode
Archive Mode
 Change the Box Mode
Change Box Mode
 Add/Edit/Delete Administrators screen
 Add an Administrator
View a List of Administrators
Edit 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 Addresses
Remove 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
 Install a Patch
View Installed Patches
Retrieve 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
 Login window
Accessing the Client
Launch 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
 Date Scopes
Server Statistics
100
 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
 Icons
Buttons
106
 Log Out
 Customizing the Client
Settings
108
 Event Schedule
Scheduled Events box
 View Details for a Scheduled Event
View Details or Edit a Scheduled Event
110
 Edit a Scheduled Event
Day of the Week
 Schedule an Event
112
 Category Descriptions
Delete a Scheduled Event
 View Details for a Filter Category
Update a Filter Category
114
 Add a Filter Category
Add a Filter Category
 Category Groupings
116
 Add a Category Group
Group Information frame
Rename 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
 Rename a User Group
Add a User Group
122
 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
 Add User
User Permissions
128
 16 Add User
 User Information frame
Add User to a User Group
Remove User from a User Group
130
 Update User Group by Adding a User
Edit Password or Delete User
Update 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
 Set New Defaults
Default Options
136
 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
 Object Search
Search
140
 View Additional Information
 Report Screen Elements
142
 Date Scope
Date Scope field
 Entries for Monthly option
144
 Display button
Display Information box
 Navigation path
Search button
146
 Back icon
Navigation bar
Categories icon
 IPs icon
Users icon
Sites icon
Category Groups icon
 Reports / Report Layout field
Exit icon
Save icon
 View icon
150
 View, Print the Report
 Double Break Information dialog box
152
 Generate Chart box
13 Generate Chart box
 Mail icon
Print icon
154
 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
 Columns
Filters
164
 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 Reports
Categories
174
 Category/IPs
Category/IPs report
 Category/Users
176
 Category/Sites
Category/Sites report
 IPs
IPs Reports
178
 IP/Categories
IP/Categories report
 IP/Users
180
 IP/Sites
IP/Sites report
 Users
Users Reports
182
 User/Categories
10 User/Categories report
 User/IPs
184
 User/Sites
12 User/Sites report
 Sites
Sites Reports
186
 Site/Categories
14 Site/Categories report
 Site/IPs
188
 Site/Users
16 Site/Users report
 User Groups Report
Category Groups Report
190
 Page/Object Reports
18 Objects report screen
 19 Objects report
192
 Technical Support
Hours
Contact Information
Domestic United States
 Support Procedures
Mail
Address
194
 Standard Warranty
Product Warranties
 Technical Support and Service
196
 Extended Warranty optional
Extended Technical Support and Service
 Appendix a
Scheduled Task Wizard
Steps 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
 Appendix B
Lotus Notes Configuration
Steps for Former MS Outlook / Express Users
 Steps for Installing and Configuring Lotus Notes
Install Lotus Notes
Configure Microsoft Mail Client
Verify Internet Explorer Settings
 Index
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