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
Deactivate Self-Monitoring
Set up andActivate Self-Monitoring
View a List of Contact E-Mail Addresses
Remove Recipient from E-mail Notification List
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
130
User Information frame
Add User to a User Group
Remove User from a User Group
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
Category Groups icon
IPs icon
Users icon
Sites 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
174
Reports
Categories Reports
Categories
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
Domestic United States
Technical Support
Hours
Contact Information
194
Support Procedures
Mail
Address
Product Warranties
Standard Warranty
196
Technical Support and Service
Extended Technical Support and Service
Extended Warranty optional
198
Appendix a
Scheduled Task Wizard
Steps for Scheduling a Task
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
Verify Internet Explorer Settings
Steps for Installing and Configuring Lotus Notes
Install Lotus Notes
Configure Microsoft Mail Client
Index
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