8e6 Technologies 3 Generate a Report

8E6 TECHNOLOGIES, ENTERPRISE REPORTER 3.0 USER’S GUIDE 169

CLIENT USER SECTION: CHAPTER 4 - USING THE CLIENT

Generate a Report

1. Select the report screen of your choice: Categories, IPs,

Users, Sites, Category Groups, or User Groups.

2. Specify the Date Scope: Month to Date, Monthly, Year to

Date, Daily, Yesterday , T oday , Month to Y esterday , or Y ear

to Yesterday.

3. At the Reports (or Report Layout) field, select a report

type from the pull-down menu.

4. If necessary, do any of the following, in any order:

• T o generate a report for a single record only , click the

designated filter button from the available column

choices.

• T o sort records by a specified column, click the corre-

sponding Count column header.

• Click the Display button to open the Display Information

dialog box, and specify the manner in which you wish the

records to be sorted, from the available selections:

Category Count, IP Count, User Count, Object Count,

Page Count, Site Count, or Time Count. To include only

top records, enter the number of records and click the

Top button, or click All to include all records.

• If generating a page or object count report, the displayed

screen includes additional options. To include Informa-

tion columns for Category, User, IP , and Site, click in the

checkboxes. After making any selections, proceed on

that screen with the preceding steps for generating a

report.

5. This task can now be completed by clicking on one of the

following icons in the navigation bar: Save, View, Print, E-

mail, Export, or Record.

Contents

Main Page 8E6 ENTERPRISE REPORTER 3.0 USERS GUIDE C ENTERPRISE REPORTER 3.0 OVERVIEW............................. 11 ADMINISTRATOR SECTION ................................................19 Page CLIENT USER SECTION ...................................................75 Page Page Page TECHNICAL SUPPORT / PRODUCT WARRANTIES SECTION 193 APPENDICES SECTION................................................... 198 INDEX......................................................................... 207 ENTERPRISE REPORTER 3.0 OVERVIEW T Operations Components Hardware Software Environment Client Workstation Requirements Network Requirements How to Use this Manual Organization Conventions The following icons are used throughout this Users Guide: Terminology Page Page ADMINISTRATOR SECTION Introduction Chapter 1: Accessing the Server Preliminary Network Settings Procedures for Accessing the Server Procedures for Logging On, Off the Server Log On Logging on the First Time Specify the Servers function Set up an Administrator Login ID Log Off Chapter 2: Configuring the ER 3.0 Server Administrator GUI Network Menu Box Mode Live Mode Archive Mode Change the Box Mode Add/Edit/Delete Administrators screen View a List of Administrators Add an Administrator Edit an Administrators Login ID Delete an Administrator Network Settings screen Set up/Edit IP Addresses 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 Update the Time on the Server Network Diagnostics screen Ping Trace Route Page Server Menu 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 Self Monitoring screen View a List of Contact E-Mail Addresses Set up and Activate Self-Monitoring Remove Recipient from E-mail Notification List Deactivate Self-Monitoring Server Status screen View the Status of the Server Secure Access screen Activate a Port to Access the Server Terminate a Port Connection Terminate All Port Connections Software Update screen View Installed Patches Retrieve a Patch Install a Patch Page Shut Down screen Server Action Selections Perform a Server Action Database Menu User Name Identification screen Page WARNINGS View the User Name Identification screen Configure the Server to Log User Activity Static IP Assignment Identification Timeout Deactivate User Name Identification Page View Elapsed Time screen Establish the Unit of Elapsed Time for Page Views Elapsed Time Rules Tools screen View Diagnostic Reports View Database Status Logs Change Database Password Expiration screen Expiration Screen Terminology Expiration Rules View Data Storage Statistics Page Page Change Data Storage Settings Page CLIENT USER SECTION Introduction Chapter 1: Workstation Configuration Installation Components Install the ODBC Driver Page Page Install Microsoft Access Runtime Page Download and Install the Client Download the Client Page Install the Client Page Page Page Page Update the Server Address and Password Page Page Uninstall the Client, Install New Release Page Chapter 2: Accessing the Client Launch the Client Application Login window Administrator Details Change the Administrator Password View, Modify Server Information Page Page Log In Server Statistics Date Scopes Expiration Info ER Activity Page Page Page Navigate the Main Menu Buttons Icons Log Out Chapter 3: Customizing the Client Settings Event Schedule View Details or Edit a Scheduled Event View Details for a Scheduled Event Edit a Scheduled Event Schedule an Event Delete a Scheduled Event Category Descriptions View Details for a Filter Category Update a Filter Category Add a Filter Category Category Groupings Add a Category Group Rename a Category Group Delete a Category Group Group Definitions frame Add Categories to a Category Group Delete a Category from a Category Group User Groupings Add a User Group Rename a User Group Delete a User Group Group Definitions frame View a List of Users in a User Group Define a User Group Page Page Delete a User User Permissions Add User Page User Information frame Add User to a User Group Remove User from a User Group Update User Group by Adding a User Update User Group by Removing a User Edit Password or Delete User Change a Users Password Delete a User My Account View Users in a User Group Change Password Default Options Set New Defaults Chapter 4: Using the Client Specific Search Function Specify Time Frame for the Search Specify Type of Search to be Performed Specify Items to be Searched, View Results Warning Messages Page Search Object Search View Additional Information Report Screen Elements Date Scope Page Display button Search button Navigation path Navigation bar Back icon Categories icon IPs icon Users icon Sites icon Category Groups icon User Groups icon Exit icon Reports / Report Layout field Save icon View icon View, Print the Report Double Break Information dialog box Generate Chart box Print icon E-mail icon Page Export icon Record icon Save Custom Report dialog box Page Save as Custom Report dialog box Page Open a Recorded Report Page Filters Columns Page Page Select All, Deselect All buttons Records Generate a Report Report Formats Standard report Pie Chart report Bar Chart report Chapter 5: Reports Categories Reports Categories Category/IPs Category/Users Category/Sites IPs Reports IPs IP/Categories IP/Users IP/Sites Users Reports Users User/Categories 184 CLIENT USER SECTION: CHAPTER 5 - REPORTS Fig. 2:5-11 User/IPs report User/IPs User/Sites Sites Reports Sites Site/Categories Site/IPs Site/Users Category Groups Report User Groups Report Page/Object Reports Page TECHNICAL SUPPORT / PRODUCT WARRANTIES SECTION Technical Support Hours Contact Information Domestic (United States) Support Procedures Product Warranties Standard Warranty Technical Support and Service Extended Warranty (optional) Extended Technical Support and Service APPENDICES SECTION Appendix A Scheduled Task Wizard Steps for Scheduling a Task 2. Choose Scheduled Tasks to open the Scheduled Tasks window: Page Page Page Page Page Appendix B Lotus Notes Configuration Steps for Former MS Outlook / Express Users Steps for Installing and Configuring Lotus Notes Step 1: Install Lotus Notes Step 2: Configure Microsoft Mail Client Step 3: Verify Internet Explorer Settings I A B C D E F G I L M N O P Q R S T U V W