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8e6 Technologies 3 manual Server Menu, Backup screen

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ADMINISTRATOR SECTION: CHAPTER 2 - CONFIGURING THE ER 3.0 SERVER

Server Menu

The Server pull-down menu includes options for setting up processes for maintaining the Server. These options are: Backup, Self-Monitoring, Server Status, Secure Access, Software Update, and Shut Down.

Fig. 1:2-11 Server menu, main screen

Backup screen

The Backup screen displays when the Backup option is selected from the Server menu. This screen is used for setting up the password for the remote server’s FTP account, for executing an immediate backup on the ER 3.0 Server, and for performing a restoration to the database from the previous backup run.

8E6 TECHNOLOGIES, ENTERPRISE REPORTER 3.0 USER’S GUIDE

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8e6 Technologies 3 manual Server Menu, Backup screen

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 OperationsSoftware ComponentsHardware Network Requirements EnvironmentClient Workstation Requirements Organization How to Use this ManualFollowing icons are used throughout this User’s Guide ConventionsTerminology Overview Save As window, popup windows, or login windows Introduction Procedures for Accessing the Server Accessing the ServerPreliminary Network Settings Logging on the First Time Procedures for Logging On, Off the ServerLog On Specify the Server’s function Administrator GUI, main screen, first-time accessAdd/Edit/Delete Administrators screen Set up an Administrator Login IDLog Off Select New Administrators from the pull-down menuAdministrator GUI Configuring the ER 3.0 ServerNetwork menu, main screen Network MenuArchive Mode Box ModeLive Mode Change Box Mode Change the Box ModeAdd/Edit/Delete Administrators screen Edit an Administrator’s Login ID View a List of AdministratorsAdd an Administrator Delete an Administrator Network Settings screenEnter or edit an IP address in each appropriate field Set up/Edit IPAddressesView a List of Routers Routing Table screenDelete a Router Add a RouterSpecify the Time Zone Time Settings screenClick the Save button to save your entries Specify Network Time Protocol ServersUpdate the Time on the Server Network Diagnostics screenPing results PingTrace Route 10 Trace Route results Server Menu Backup screen12 Backup screen Backup ProceduresSet 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 screenView a List of Contact E-Mail Addresses Set up andActivate Self-MonitoringRemove Recipient from E-mail Notification List Deactivate Self-MonitoringView the Status of the Server Server Status screen15 Secure Access screen Secure Access screenTerminate a Port Connection Activate a Port to Access the ServerTerminate All Port Connections Software Update screenRetrieve a Patch View Installed PatchesInstall a Patch 18 Software Updates for the ER Server Action Selections Shut Down screenPerform a Server Action User Name Identification screen Database Menu21 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 ActivityStatic IPAssignment Identification TimeoutDeactivate User Name Identification View Elapsed Time screenElapsed Time Rules Establish the Unit of Elapsed Time for Page Views23 Tools screen Tools screenView Database Status Logs View Diagnostic ReportsChange Database Password 24 Expiration screen 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 Installation Components Workstation ConfigurationOdbc folder Install the Odbc DriverClick Continue to open the Install Drivers dialog box Data Sources dialog box Microsoft Access Runtime dialog box Install Microsoft Access RuntimeInstallation Location dialog box Download the Client Download and Install the Client10 Upgrades/Tools page, Enterprise Reporter 3.0 circled 11 Warning dialog box Install the Client13 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 Password20 Admin Form popup box Client User Section Workstation Configuration 22 Information alert box Uninstall the Client, Install New Release23 Confirmation dialog box Launch the Client Application Accessing the ClientLogin window Change the Administrator Password Administrator DetailsView, Modify Server Information Changing Admin Password boxServer and Odbc Information box Client User Section Accessing the Client Log 100 Server StatisticsDate Scopes ER Activity Expiration Info102 Hits Per Day chartHits Per Week chart 104 11 Client application main menuNavigate the Main Menu 12 Settings box menu106 ButtonsIcons Log Out 108 SettingsCustomizing the Client Scheduled Events box Event Schedule110 View Details or Edit a Scheduled EventView Details for a Scheduled Event Day of the Week Edit a Scheduled Event112 Schedule an EventDelete a Scheduled Event Category Descriptions114 Update a Filter CategoryView Details for a Filter Category Add a Filter Category Add a Filter Category116 Category GroupingsRename a Category Group Group Information frameAdd a Category Group 118 Delete a Category GroupAdd Categories to a Category Group Group Definitions frame120 Delete a Category from a Category GroupUser Groupings 11 User Group Setup box122 Add a User GroupRename a User Group View a List of Users in a User Group Delete a User Group124 Define a User Group14 Add Users to group 126 Delete a User 128 User PermissionsAdd User 16 Add User Add User to a User Group User Information frameRemove User from a User Group 130Update User Group by Removing a User Edit Password or Delete UserUpdate User Group by Adding a User 132 Change a User’s PasswordMy Account 18 Settings menu, non-administrator user134 View Users in a User Group20 Change User Password Change Password136 Default OptionsSet New Defaults Specific Search Function Using the Client138 Specify Time Frame for the SearchSpecify Items to be Searched, View Results Specify Type of Search to be Performed140 SearchObject Search View Additional Information 142 Report Screen ElementsDate Scope field Date Scope144 Entries for Monthly optionDisplay Information box Display button146 Search buttonNavigation path Categories icon Navigation barBack icon Users icon IPs iconSites icon Category Groups iconSave icon Exit iconReports / Report Layout field 150 View iconView, Print the Report 152 Double Break Information dialog box13 Generate Chart box Generate Chart box154 Print iconMail icon Click the E-mailbutton to open the Output Format box 156 Export iconRecord icon 158 Save Custom Report dialog box159 160 Save as Custom Report dialog box161 162 Open a Recorded ReportTIP Click Cancel to close this dialog box 164 FiltersColumns 165 166 To include all records, click the Select All button Select All, Deselect All buttons168 RecordsGenerate a Report 170 Report Formats23 Standard report format Standard report172 Pie Chart report25 Bar Chart report format Bar Chart reportCategories Reports ReportsCategories 174Category/IPs report Category/IPs176 Category/UsersCategory/Sites report Category/Sites178 IPs ReportsIPs IP/Categories report IP/Categories180 IP/UsersIP/Sites report IP/Sites182 Users ReportsUsers 10 User/Categories report User/Categories184 User/IPs12 User/Sites report User/Sites186 Sites ReportsSites 14 Site/Categories report Site/Categories188 Site/IPs16 Site/Users report Site/Users190 Category Groups ReportUser Groups Report 18 Objects report screen Page/Object Reports192 19 Objects reportHours Technical SupportContact Information Domestic United StatesMail Support ProceduresAddress 194Product Warranties Standard Warranty196 Technical Support and ServiceExtended Technical Support and Service Extended Warranty optionalScheduled Task Wizard Appendix aSteps for Scheduling a Task 198Choose Scheduled Tasks to open the Scheduled Tasks window 200 Scheduled Task Wizard, 1st frameScheduled Task Wizard, 3rd frame 202 Scheduled Task Wizard, 5th frameDialog box, Task tab 204 11 Set Account Info boxSteps for Former MS Outlook / Express Users Lotus Notes ConfigurationAppendix B Install Lotus Notes Steps for Installing and Configuring Lotus NotesConfigure Microsoft Mail Client Verify Internet Explorer SettingsIndex 208 209 210 211 212 213 214 215