Record icon | 8e6 Technologies 3 specification

CLIENT USER SECTION: CHAPTER 4 - USING THE CLIENT

Record icon

The Record option lets you save data from a custom report you create. This custom report can be generated and then viewed, printed, e-mailed, or saved in a selected file format. Report specifications can be edited via the Open a Recorded Report option, defined in this sub-section. A custom report can be scheduled to run at a specified interval using the Event Schedule option.

NOTE: Information on using the Event Schedule option can be found in Chapter 3: Customizing the Client, in the Settings section, Event Schedule sub-section. In order for the report to run as scheduled, the Client must be closed. The Client will automati- cally open and generate the report at the scheduled time, and then close after completing the task.

Clicking the Record icon opens a dialog box (“Save Custom Report” or “Save as Custom Report”) that lets you record details for the report you wish to generate.

8E6 TECHNOLOGIES, ENTERPRISE REPORTER 3.0 USER’S GUIDE

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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 Operations Hardware ComponentsSoftware Client Workstation Requirements EnvironmentNetwork Requirements Organization How to Use this Manual Following icons are used throughout this User’s Guide Conventions Terminology 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 access Add/Edit/Delete Administrators screen Set up an Administrator Login ID Log Off Select New Administrators from the pull-down menu Administrator GUI Configuring the ER 3.0 Server Network menu, main screen Network Menu Live Mode Box ModeArchive Mode Change Box Mode Change the Box Mode Add/Edit/Delete Administrators screen Add an Administrator View a List of AdministratorsEdit an Administrator’s Login ID Delete an Administrator Network Settings screen Enter or edit an IP address in each appropriate field Set up/Edit IPAddresses View a List of Routers Routing Table screen Delete a Router Add a Router Specify the Time Zone Time Settings screen Click the Save button to save your entries Specify Network Time Protocol Servers Update the Time on the Server Network Diagnostics screen Ping results Ping Trace Route 10 Trace Route results Server Menu Backup screen 12 Backup screen Backup Procedures Set 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 screen View a List of Contact E-Mail Addresses Set up andActivate Self-MonitoringRemove Recipient from E-mail Notification List Deactivate Self-Monitoring View the Status of the Server Server Status screen 15 Secure Access screen Secure Access screen Terminate a Port Connection Activate a Port to Access the Server Terminate All Port Connections Software Update screen Install a Patch View Installed PatchesRetrieve a Patch 18 Software Updates for the ER Server Action Selections Shut Down screen Perform a Server Action User Name Identification screen Database Menu 21 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 Activity Static IPAssignment Identification Timeout Deactivate User Name Identification View Elapsed Time screen Elapsed Time Rules Establish the Unit of Elapsed Time for Page Views 23 Tools screen Tools screen View Database Status Logs View Diagnostic Reports Change Database Password 24 Expiration screen 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 Installation Components Workstation Configuration Odbc folder Install the Odbc Driver Click Continue to open the Install Drivers dialog box Data Sources dialog box Microsoft Access Runtime dialog box Install Microsoft Access Runtime Installation Location dialog box Download the Client Download and Install the Client 10 Upgrades/Tools page, Enterprise Reporter 3.0 circled 11 Warning dialog box Install the Client 13 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 Password 20 Admin Form popup box Client User Section Workstation Configuration 22 Information alert box Uninstall the Client, Install New Release 23 Confirmation dialog box Login window Accessing the ClientLaunch the Client Application Change the Administrator Password Administrator Details View, Modify Server Information Changing Admin Password box Server and Odbc Information box Client User Section Accessing the Client Log Date Scopes Server Statistics100 ER Activity Expiration Info 102 Hits Per Day chart Hits Per Week chart 104 11 Client application main menu Navigate the Main Menu 12 Settings box menu Icons Buttons106 Log Out Customizing the Client Settings108 Scheduled Events box Event Schedule View Details for a Scheduled Event View Details or Edit a Scheduled Event110 Day of the Week Edit a Scheduled Event 112 Schedule an Event Delete a Scheduled Event Category Descriptions View Details for a Filter Category Update a Filter Category114 Add a Filter Category Add a Filter Category 116 Category Groupings Add a Category Group Group Information frameRename a Category Group 118 Delete a Category Group Add Categories to a Category Group Group Definitions frame 120 Delete a Category from a Category Group User Groupings 11 User Group Setup box Rename a User Group Add a User Group122 View a List of Users in a User Group Delete a User Group 124 Define a User Group 14 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 130 Update User Group by Adding a User Edit Password or Delete UserUpdate User Group by Removing a User 132 Change a User’s Password My Account 18 Settings menu, non-administrator user 134 View Users in a User Group 20 Change User Password Change Password Set New Defaults Default Options136 Specific Search Function Using the Client 138 Specify Time Frame for the Search Specify Items to be Searched, View Results Specify Type of Search to be Performed Object Search Search140 View Additional Information 142 Report Screen Elements Date Scope field Date Scope 144 Entries for Monthly option Display Information box Display button Navigation path Search button146 Back icon Navigation barCategories icon Users icon IPs iconSites icon Category Groups icon Reports / Report Layout field Exit iconSave icon 150 View icon View, Print the Report 152 Double Break Information dialog box 13 Generate Chart box Generate Chart box Mail icon Print icon154 Click the E-mailbutton to open the Output Format box 156 Export icon Record icon 158 Save Custom Report dialog box 159 160 Save as Custom Report dialog box 161 162 Open a Recorded Report TIP Click Cancel to close this dialog box Columns Filters164 165 166 To include all records, click the Select All button Select All, Deselect All buttons 168 Records Generate a Report 170 Report Formats 23 Standard report format Standard report 172 Pie Chart report 25 Bar Chart report format Bar Chart report Categories Reports ReportsCategories 174 Category/IPs report Category/IPs 176 Category/Users Category/Sites report Category/Sites IPs IPs Reports178 IP/Categories report IP/Categories 180 IP/Users IP/Sites report IP/Sites Users Users Reports182 10 User/Categories report User/Categories 184 User/IPs 12 User/Sites report User/Sites Sites Sites Reports186 14 Site/Categories report Site/Categories 188 Site/IPs 16 Site/Users report Site/Users User Groups Report Category Groups Report190 18 Objects report screen Page/Object Reports 192 19 Objects report Hours Technical SupportContact Information Domestic United States Mail Support ProceduresAddress 194 Product Warranties Standard Warranty 196 Technical Support and Service Extended Technical Support and Service Extended Warranty optional Scheduled Task Wizard Appendix aSteps for Scheduling a Task 198 Choose Scheduled Tasks to open the Scheduled Tasks window 200 Scheduled Task Wizard, 1st frame Scheduled Task Wizard, 3rd frame 202 Scheduled Task Wizard, 5th frame Dialog box, Task tab 204 11 Set Account Info box Appendix 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 Settings Index 208 209 210 211 212 213 214 215