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