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8e6 Technologies 3 manual Client User Section

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CLIENT USER SECTION: INTRODUCTION

CLIENT USER SECTION

Introduction

This section of the User’s Guide provides instructions to administrators on how to install software on workstations to run the Client application, and information to managers on how to utilize this application to generate report views and interpret results.

Before installing the ER 3.0 Client application, the ER 3.0 Server must be fully configured, and the Structured Query Language (SQL) server must be installed on the network and connected to the Web access logging device(s).

After verifying that the necessary components are installed, configured, and functioning, the administrator can begin configuring the workstation(s) that will run the Client applica- tion.

8E6 TECHNOLOGIES, ENTERPRISE REPORTER 3.0 USER’S GUIDE

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8e6 Technologies 3 manual Client User Section

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 OperationsComponents HardwareSoftware Environment Client Workstation RequirementsNetwork 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 Accessing the Server Preliminary Network SettingsProcedures for Accessing the Server Procedures for Logging On, Off the Server Log OnLogging on the First Time 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 MenuBox Mode Live ModeArchive Mode Change Box Mode Change the Box ModeAdd/Edit/Delete Administrators screen View a List of Administrators Add an AdministratorEdit an Administrator’s Login ID 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 screenDeactivate Self-Monitoring Set up andActivate Self-MonitoringView a List of Contact E-Mail Addresses Remove Recipient from E-mail Notification ListView 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 screenView Installed Patches Install a PatchRetrieve 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 Accessing the Client Login windowLaunch the Client Application Change the Administrator Password Administrator DetailsView, Modify Server Information Changing Admin Password boxServer and Odbc Information box Client User Section Accessing the Client Log Server Statistics Date Scopes100 ER Activity Expiration Info102 Hits Per Day chartHits Per Week chart 104 11 Client application main menuNavigate the Main Menu 12 Settings box menuButtons Icons106 Log Out Settings Customizing the Client108 Scheduled Events box Event ScheduleView Details or Edit a Scheduled Event View Details for a Scheduled Event110 Day of the Week Edit a Scheduled Event112 Schedule an EventDelete a Scheduled Event Category DescriptionsUpdate a Filter Category View Details for a Filter Category114 Add a Filter Category Add a Filter Category116 Category GroupingsGroup Information frame Add a Category GroupRename 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 boxAdd a User Group Rename a User Group122 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 User Permissions Add User128 16 Add User 130 User Information frameAdd User to a User Group Remove User from a User GroupEdit Password or Delete User Update User Group by Adding a UserUpdate User Group by Removing 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 PasswordDefault Options Set New Defaults136 Specific Search Function Using the Client138 Specify Time Frame for the SearchSpecify Items to be Searched, View Results Specify Type of Search to be PerformedSearch Object Search140 View Additional Information 142 Report Screen ElementsDate Scope field Date Scope144 Entries for Monthly optionDisplay Information box Display buttonSearch button Navigation path146 Navigation bar Back iconCategories icon Category Groups icon IPs iconUsers icon Sites iconExit icon Reports / Report Layout fieldSave icon 150 View iconView, Print the Report 152 Double Break Information dialog box13 Generate Chart box Generate Chart boxPrint icon Mail icon154 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 Filters Columns164 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 report174 ReportsCategories Reports CategoriesCategory/IPs report Category/IPs176 Category/UsersCategory/Sites report Category/SitesIPs Reports IPs178 IP/Categories report IP/Categories180 IP/UsersIP/Sites report IP/SitesUsers Reports Users182 10 User/Categories report User/Categories184 User/IPs12 User/Sites report User/SitesSites Reports Sites186 14 Site/Categories report Site/Categories188 Site/IPs16 Site/Users report Site/UsersCategory Groups Report User Groups Report190 18 Objects report screen Page/Object Reports192 19 Objects reportDomestic United States Technical SupportHours Contact Information194 Support ProceduresMail AddressProduct Warranties Standard Warranty196 Technical Support and ServiceExtended Technical Support and Service Extended Warranty optional198 Appendix aScheduled Task Wizard Steps for Scheduling a TaskChoose 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 boxLotus Notes Configuration Appendix BSteps for Former MS Outlook / Express Users Verify Internet Explorer Settings Steps for Installing and Configuring Lotus NotesInstall Lotus Notes Configure Microsoft Mail ClientIndex 208 209 210 211 212 213 214 215