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CLIENT USER SECTION: CHAPTER 4 - USING THE CLIENT

Fig. 2:4-11 Output To dialog box

Choose the output format from the list box by clicking on your selection: Microsoft Excel (.xls), HTML (.html), MS-DOS Text (.txt), Snapshot Format (.snp) or Rich Text Format (.rtf).

Click OK to close the Output To dialog box, and to open the Output To popup window where you save the report to a designated folder in the specified output format.

View icon

The View option helps you make any necessary adjustments to your report settings prior to printing the report. To use this feature, you must have a printer configured for your machine.

When clicking the View icon , one of three actions occurs, depending on the report options you selected:

•the report displays in a window

•the Double Break Information dialog box opens

•the Generate Chart box opens

150	8E6 TECHNOLOGIES, ENTERPRISE REPORTER 3.0 USER’S GUIDE

Image 150

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 OverviewComponents HardwareSoftware Environment Client Workstation RequirementsNetwork Requirements How to Use this Manual OrganizationConventions Following icons are used throughout this User’s GuideTerminology 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 functionSet up an Administrator Login ID Add/Edit/Delete Administrators screenSelect New Administrators from the pull-down menu Log OffConfiguring the ER 3.0 Server Administrator GUINetwork Menu Network menu, main screenBox Mode Live ModeArchive Mode Change the Box Mode Change Box ModeAdd/Edit/Delete Administrators screen View a List of Administrators Add an AdministratorEdit an Administrator’s Login ID Network Settings screen Delete an AdministratorSet up/Edit IPAddresses Enter or edit an IP address in each appropriate fieldRouting Table screen View a List of RoutersAdd a Router Delete a RouterTime Settings screen Specify the Time ZoneSpecify Network Time Protocol Servers Click the Save button to save your entriesNetwork Diagnostics screen Update the Time on the ServerPing Ping resultsTrace Route 10 Trace Route results Backup screen Server MenuBackup Procedures 12 Backup screenSet 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 screenRemove Recipient from E-mail Notification List Set up andActivate Self-MonitoringView a List of Contact E-Mail Addresses Deactivate Self-MonitoringServer Status screen View the Status of the ServerSecure Access screen 15 Secure Access screenActivate a Port to Access the Server Terminate a Port ConnectionSoftware Update screen Terminate All Port ConnectionsView Installed Patches Install a PatchRetrieve a Patch 18 Software Updates for the ER Shut Down screen Server Action SelectionsPerform a Server Action Database Menu User Name Identification screen21 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 screenIdentification Timeout Static IPAssignmentView Elapsed Time screen Deactivate User Name IdentificationEstablish the Unit of Elapsed Time for Page Views Elapsed Time RulesTools screen 23 Tools screenView Diagnostic Reports View Database Status LogsChange Database Password Expiration screen 24 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 Workstation Configuration Installation ComponentsInstall the Odbc Driver Odbc folderClick Continue to open the Install Drivers dialog box Data Sources dialog box Install Microsoft Access Runtime Microsoft Access Runtime dialog boxInstallation Location dialog box Download and Install the Client Download the Client10 Upgrades/Tools page, Enterprise Reporter 3.0 circled Install the Client 11 Warning dialog box13 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 address20 Admin Form popup box Client User Section Workstation Configuration Uninstall the Client, Install New Release 22 Information alert box23 Confirmation dialog box Accessing the Client Login windowLaunch the Client Application Administrator Details Change the Administrator PasswordChanging Admin Password box View, Modify Server InformationServer and Odbc Information box Client User Section Accessing the Client Log Server Statistics Date Scopes100 Expiration Info ER ActivityHits Per Day chart 102Hits Per Week chart 11 Client application main menu 10412 Settings box menu Navigate the Main MenuButtons Icons106 Log Out Settings Customizing the Client108 Event Schedule Scheduled Events boxView Details or Edit a Scheduled Event View Details for a Scheduled Event110 Edit a Scheduled Event Day of the WeekSchedule an Event 112Category Descriptions Delete a Scheduled EventUpdate a Filter Category View Details for a Filter Category114 Add a Filter Category Add a Filter CategoryCategory Groupings 116Group Information frame Add a Category GroupRename a Category Group Delete a Category Group 118Group Definitions frame Add Categories to a Category GroupDelete a Category from a Category Group 12011 User Group Setup box User GroupingsAdd a User Group Rename a User Group122 Delete a User Group View a List of Users in a User GroupDefine a User Group 12414 Add Users to group 126 Delete a User User Permissions Add User128 16 Add User Remove User from a User Group User Information frameAdd User to a User Group 130Edit Password or Delete User Update User Group by Adding a UserUpdate User Group by Removing a User Change a User’s Password 13218 Settings menu, non-administrator user My AccountView Users in a User Group 134Change Password 20 Change User PasswordDefault Options Set New Defaults136 Using the Client Specific Search FunctionSpecify Time Frame for the Search 138Specify Type of Search to be Performed Specify Items to be Searched, View ResultsSearch Object Search140 View Additional Information Report Screen Elements 142Date Scope Date Scope fieldEntries for Monthly option 144Display button Display Information boxSearch button Navigation path146 Navigation bar Back iconCategories icon Sites icon IPs iconUsers icon Category Groups iconExit icon Reports / Report Layout fieldSave icon View icon 150View, Print the Report Double Break Information dialog box 152Generate Chart box 13 Generate Chart boxPrint icon Mail icon154 Click the E-mailbutton to open the Output Format box Export icon 156Record icon Save Custom Report dialog box 158159 Save as Custom Report dialog box 160161 Open a Recorded Report 162TIP Click Cancel to close this dialog box Filters Columns164 165 166 Select All, Deselect All buttons To include all records, click the Select All buttonRecords 168Generate a Report Report Formats 170Standard report 23 Standard report formatPie Chart report 172Bar Chart report 25 Bar Chart report formatCategories ReportsCategories Reports 174Category/IPs Category/IPs reportCategory/Users 176Category/Sites Category/Sites reportIPs Reports IPs178 IP/Categories IP/Categories reportIP/Users 180IP/Sites IP/Sites reportUsers Reports Users182 User/Categories 10 User/Categories reportUser/IPs 184User/Sites 12 User/Sites reportSites Reports Sites186 Site/Categories 14 Site/Categories reportSite/IPs 188Site/Users 16 Site/Users reportCategory Groups Report User Groups Report190 Page/Object Reports 18 Objects report screen19 Objects report 192Contact Information Technical SupportHours Domestic United StatesAddress Support ProceduresMail 194Standard Warranty Product WarrantiesTechnical Support and Service 196Extended Warranty optional Extended Technical Support and ServiceSteps for Scheduling a Task Appendix aScheduled Task Wizard 198Choose Scheduled Tasks to open the Scheduled Tasks window Scheduled Task Wizard, 1st frame 200Scheduled Task Wizard, 3rd frame Scheduled Task Wizard, 5th frame 202Dialog box, Task tab 11 Set Account Info box 204Lotus Notes Configuration Appendix BSteps for Former MS Outlook / Express Users Configure Microsoft Mail Client Steps for Installing and Configuring Lotus NotesInstall Lotus Notes Verify Internet Explorer SettingsIndex 208 209 210 211 212 213 214 215