Benutzeranleitung / Produktwartung 3 des Produzenten 8e6 Technologies
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8e6 Enter prise Repor t er 3.0 U SER ’ S G UIDE.
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© 2003 8e6 T echnologies All rights reserved. 828 W . T aft A ve., Orange, CA 92865, USA V ersion 1.07, published August 2003 Printed in the United S tates of America This document may not, in whole .
4 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE C ONTENTS C ONTENTS E NTERPRISE R EPORTER 3.0 O VERVIEW ............................. 1 1 Operations .................................................................................
8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 5 C ONTENTS Add/Edit/Delete Administrators screen ............................... 2 9 View a List of Administrators ....... ................................... 3 0 Add an Administrator .
6 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE C ONTENTS Shut Down screen ............................................................... 5 5 Server Action Selections ................................................ 55 Perform a Server Action .
8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 7 C ONTENTS View , Modify Server Information ......................................... 9 6 Log In ......................................................................................
8 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE C ONTENTS User Permissions ................................................................... 12 8 Add User .........................................................................
8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 9 C ONTENTS Save icon .......................................................................... 14 9 View icon ........................................................................
10 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE C ONTENTS Site/IPs ................................................................................... 1 88 Site/Users ..............................................................
8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 11 O VER VIEW E NTERPRISE R EPORTER 3.0 O VERVIEW T hough many companies have Internet filtering solutions to prevent employees from accessing inappropriate, non- work related Web sites, simply blocking these sites is not enough.
12 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE O VER VIEW Component s Hardware • High performance server • One or more high-capacity hard drives • Optional: One or more Ne.
8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 13 O VER VIEW Environment Client Workstation Requirements Minimum system requirements include the following: • 450 MHz CPU • 256 MB RAM • 1024 x 768 display • 1 GB free hard drive space • Windows 98, 2000, NT 4.
14 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE O VER VIEW How to Use this Manual Organization This User ’ s Guide is organized into the following sections: • Overview - This section provides information on the ER 3.0 application, and how to use this manual to help you configure the ER 3.
8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 15 O VER VIEW Conventions The following icons are used throughout this User ’s Guide: NOTE : The “note” icon is followed by italicized text providing additional information about the current topic.
16 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE O VER VIEW T erminology The following terms are used throughout this User ’ s Guide. Sample images (not to scale) are included for each item. • alert box - a message box that opens in response to an entry you made in a dialog box, window , or screen.
8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 17 O VER VIEW clicking a button (such as “Y es” or “No”, or “Next” or “Can- cel”) to execute your command. As dictated by this box, you also might need to make one or more entries or selections prior to clicking a button.
18 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE O VER VIEW • pull-down menu - a field in a dialog box, window , or screen that contains a down-arrow to the right. When you click the arrow , a menu of items displays from which you make a selection.
8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 19 A DMINISTRA TOR S ECTION : I NTRODUCTION A DMINISTRA TOR S ECTION Introduction The authorized administrator of the ER 3.
20 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE A DMINISTRA TOR S ECTION : C HAPTER 1 - A CCESSING THE S ERVER Chapter 1: Accessing the Server Preliminary Network Settings T o initially set up your ER 3.0 Server , follow the instructions in the Quick S tart Guide, the four-p age leaflet packaged with your ER 3.
8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 21 A DMINISTRA TOR S ECTION : C HAPTER 1 - A CCESSING THE S ERVER Procedures for Logging On, Off the Server W ARNING : In order to prevent data from being lost or corrupted while the Server is running, the Server should be connected to a UPS or other battery backup system.
22 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE A DMINISTRA TOR S ECTION : C HAPTER 1 - A CCESSING THE S ERVER Specify the Server ’s function 1.
8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 23 A DMINISTRA TOR S ECTION : C HAPTER 1 - A CCESSING THE S ERVER TIP : Af ter choosing the function for the ER 3.0 Server box on the main screen, if you have not previously set up your own user name and password, you should do so before entering any Server settings.
24 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE A DMINISTRA TOR S ECTION : C HAPTER 1 - A CCESSING THE S ERVER 2. Select New Administrators from the pull-down menu. 3. In the User Name field, enter up to 20 upper- and/or lowercase alphanumeric characters, without spaces.
8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 25 A DMINISTRA TOR S ECTION : C HAPTER 2 - C ONFIGURING THE ER 3.0 S ERVER Chapter 2: Configuring the ER 3.
26 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE A DMINISTRA TOR S ECTION : C HAPTER 2 - C ONFIGURING THE ER 3.0 S ERVER NOTE : The mode of the Server displays on the main screen.
8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 27 A DMINISTRA TOR S ECTION : C HAPTER 2 - C ONFIGURING THE ER 3.0 S ERVER Box Mode The Server box mode displays by default when you first log on the Server , or when the Box Mode option is selected from the Network menu.
28 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE A DMINISTRA TOR S ECTION : C HAPTER 2 - C ONFIGURING THE ER 3.0 S ERVER Change the Box Mode 1.
8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 29 A DMINISTRA TOR S ECTION : C HAPTER 2 - C ONFIGURING THE ER 3.0 S ERVER Add/Edit/Delete Administrators screen The Add/Edit/Delete Administrators screen displays when the Administrators option is selected from the Network menu.
30 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE A DMINISTRA TOR S ECTION : C HAPTER 2 - C ONFIGURING THE ER 3.0 S ERVER V iew a List of Administrators T o view a list of administrator user names, click the down arrow at the New Administrator field.
8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 31 A DMINISTRA TOR S ECTION : C HAPTER 2 - C ONFIGURING THE ER 3.0 S ERVER Delete an Administrator 1.
32 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE A DMINISTRA TOR S ECTION : C HAPTER 2 - C ONFIGURING THE ER 3.0 S ERVER Set up/Edit IP Addresses TIP : In order for the Server to effectively communicate with your system, be sure all fields contain accurate information before saving your settings.
8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 33 A DMINISTRA TOR S ECTION : C HAPTER 2 - C ONFIGURING THE ER 3.0 S ERVER Routing T able screen The Routing T able screen displays when the Routing T able option is selected from the Network menu.
34 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE A DMINISTRA TOR S ECTION : C HAPTER 2 - C ONFIGURING THE ER 3.0 S ERVER column, and the IP address of the portal that will transfer dat a packet s to and from the Internet displays in the Gateway column.
8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 35 A DMINISTRA TOR S ECTION : C HAPTER 2 - C ONFIGURING THE ER 3.0 S ERVER Time Settings screen The T ime Settings screen displays when the T ime Setting option is selected from the Network menu.
36 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE A DMINISTRA TOR S ECTION : C HAPTER 2 - C ONFIGURING THE ER 3.0 S ERVER 3. Click the Save button. W ARNING : The time zone set for the ER 3.0 should be the same one set for each Web access logging device to be used by the ER 3.
8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 37 A DMINISTRA TOR S ECTION : C HAPTER 2 - C ONFIGURING THE ER 3.0 S ERVER Update the Time on the Server After you have saved the IP .
38 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE A DMINISTRA TOR S ECTION : C HAPTER 2 - C ONFIGURING THE ER 3.0 S ERVER Ping The ping utility is used for verifying whether the Server can communicate with a machine at a given IP address within the network, and the speed of the network connection.
8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 39 A DMINISTRA TOR S ECTION : C HAPTER 2 - C ONFIGURING THE ER 3.0 S ERVER but zero (0) packet s were received by the designated ma- chine, for a total of three (3) errors and a 100 percent packet loss.
40 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE A DMINISTRA TOR S ECTION : C HAPTER 2 - C ONFIGURING THE ER 3.0 S ERVER As indicated by the results for the sample entry , the packet made 30 hops.
8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 41 A DMINISTRA TOR S ECTION : C HAPTER 2 - C ONFIGURING THE ER 3.0 S ERVER Server Menu The Server pull-down menu includes options for setting up processes for maintaining the Server .
42 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE A DMINISTRA TOR S ECTION : C HAPTER 2 - C ONFIGURING THE ER 3.0 S ERVER Backup Procedures Although automatic backups to a local ER 3.0 hard drive are scheduled nightly by default, it is important that the ER 3.
8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 43 A DMINISTRA TOR S ECTION : C HAPTER 2 - C ONFIGURING THE ER 3.0 S ERVER Some scenarios and action plans to consider include the following: • The ER 3.0 database becomes corrupted - Correct the root problem.
44 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE A DMINISTRA TOR S ECTION : C HAPTER 2 - C ONFIGURING THE ER 3.0 S ERVER 2. In the Confirm Password field, re-enter the p assword in the exact format used in the Password field. An asterisk displays for each character entered in this field.
8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 45 A DMINISTRA TOR S ECTION : C HAPTER 2 - C ONFIGURING THE ER 3.0 S ERVER 1. Click the Manual Backup button in the Internal Backup/ Restore Action frame to specify that you wish to back up live data to the ER 3.
46 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE A DMINISTRA TOR S ECTION : C HAPTER 2 - C ONFIGURING THE ER 3.0 S ERVER Perform a Restoration to the ER 3.0 Server There are two part s in performing a restoration of data to your ER 3.
8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 47 A DMINISTRA TOR S ECTION : C HAPTER 2 - C ONFIGURING THE ER 3.0 S ERVER Fig. 1:2-13 Self Monitoring screen Self Monitoring screen The Self Monitoring screen displays when the Self-Monitoring option is selected from the Server menu.
48 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE A DMINISTRA TOR S ECTION : C HAPTER 2 - C ONFIGURING THE ER 3.0 S ERVER V iew a List of Contact E-Mail Addresses If this feature i.
8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 49 A DMINISTRA TOR S ECTION : C HAPTER 2 - C ONFIGURING THE ER 3.0 S ERVER Server St atus screen The Server S tatus screen displays when the Server S tatus option is selected from the Server menu.
50 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE A DMINISTRA TOR S ECTION : C HAPTER 2 - C ONFIGURING THE ER 3.0 S ERVER • CPU Utilization - includes CPU process data and inform.
8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 51 A DMINISTRA TOR S ECTION : C HAPTER 2 - C ONFIGURING THE ER 3.0 S ERVER Activate a Port to Access the Server 1. After the administrator at the customer ’ s site authorizes you to use a designated port to access their Server , enter that number at the Port # field.
52 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE A DMINISTRA TOR S ECTION : C HAPTER 2 - C ONFIGURING THE ER 3.0 S ERVER 2. Click the S top button to terminate the port connection. This action removes the port number from the list box.
8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 53 A DMINISTRA TOR S ECTION : C HAPTER 2 - C ONFIGURING THE ER 3.0 S ERVER V iew Installed Patches Any patch previously inst alled on the Server displays in the ER Patch History frame.
54 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE A DMINISTRA TOR S ECTION : C HAPTER 2 - C ONFIGURING THE ER 3.0 S ERVER NOTES : Af ter installing the p atch, you must restart the Software by selecting the Restart Software option on the Shut Down screen.
8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 55 A DMINISTRA TOR S ECTION : C HAPTER 2 - C ONFIGURING THE ER 3.0 S ERVER Shut Down screen The Shut Down screen displays when the Shut Down option is selected from the Server menu. This screen is used to restart or shut down the Server ’ s software or hardware.
56 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE A DMINISTRA TOR S ECTION : C HAPTER 2 - C ONFIGURING THE ER 3.0 S ERVER When the Server is running again, these files are FTPed to the Server .
8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 57 A DMINISTRA TOR S ECTION : C HAPTER 2 - C ONFIGURING THE ER 3.0 S ERVER Dat abase Menu The Database pull-down menu includes options for configur- ing the database. These options are: IP .
58 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE A DMINISTRA TOR S ECTION : C HAPTER 2 - C ONFIGURING THE ER 3.0 S ERVER Fig. 1:2-21 User Name Indentification screen with IP .
8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 59 A DMINISTRA TOR S ECTION : C HAPTER 2 - C ONFIGURING THE ER 3.0 S ERVER As the administrator of the Server , you have the option to either enable or disable this feature for logging users’ activi- ties by usernames, machine names, and/or IP addresses of machines.
60 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE A DMINISTRA TOR S ECTION : C HAPTER 2 - C ONFIGURING THE ER 3.0 S ERVER V iew the User Name Identification screen If user name identification has been enabled and configura- tions have been made on this screen, the IP .
8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 61 A DMINISTRA TOR S ECTION : C HAPTER 2 - C ONFIGURING THE ER 3.0 S ERVER S tatic IP Assignment 1. Click in the S tatic IP assignment checkbox to select the option for logging a user ’ s activity by the IP address of the machine used.
62 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE A DMINISTRA TOR S ECTION : C HAPTER 2 - C ONFIGURING THE ER 3.0 S ERVER Deactivate User Name Identification 1. Click the radio button corresponding to Disable . 2. Click the Save button.
8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 63 A DMINISTRA TOR S ECTION : C HAPTER 2 - C ONFIGURING THE ER 3.0 S ERVER Establish the Unit of Elapsed Time for Page V iews 1. In the Elap se Time field, enter the number of seconds that will be used as the value when tracking a user ’ s visit to a Web site.
64 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE A DMINISTRA TOR S ECTION : C HAPTER 2 - C ONFIGURING THE ER 3.0 S ERVER For example, if the value entered at the Elapse T ime fiel.
8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 65 A DMINISTRA TOR S ECTION : C HAPTER 2 - C ONFIGURING THE ER 3.0 S ERVER The following options are available on this screen: • View Diagnostic Reports • View Database S tatus Logs • Change Database (Client) Password V iew Diagnostic Reports 1.
66 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE A DMINISTRA TOR S ECTION : C HAPTER 2 - C ONFIGURING THE ER 3.0 S ERVER 2. Click the V iew button to view the selected database status log in a popup window: • db Combine - This log shows the status of dat abase records combined from different machines.
8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 67 A DMINISTRA TOR S ECTION : C HAPTER 2 - C ONFIGURING THE ER 3.0 S ERVER 3. In the V erify Password field, re-enter the password in the exact format used in the New Password field. An asterisk displays for each character entered at this field.
68 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE A DMINISTRA TOR S ECTION : C HAPTER 2 - C ONFIGURING THE ER 3.0 S ERVER statistics on the amount of data currently stored on the Server box, and provides an estimated date when that data will expire.
8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 69 A DMINISTRA TOR S ECTION : C HAPTER 2 - C ONFIGURING THE ER 3.0 S ERVER Since archive data contain no indexes, they occupy less space on the Server than live dat a—which include indexes and pages/objects.
70 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE A DMINISTRA TOR S ECTION : C HAPTER 2 - C ONFIGURING THE ER 3.0 S ERVER V iew Data Storage S tatistics In the S tatus section of this screen, the date and time of the last database expiration displays in the S tatus bar .
8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 71 A DMINISTRA TOR S ECTION : C HAPTER 2 - C ONFIGURING THE ER 3.0 S ERVER • Current archive data (yearweekno/date scope) - the range of dates and times of archive data currently stored on the Server .
72 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE A DMINISTRA TOR S ECTION : C HAPTER 2 - C ONFIGURING THE ER 3.0 S ERVER • Last 8 weeks hit s/day average - the average number of hits on the Server per day , based on the last eight weeks of data stored on the Server .
8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 73 A DMINISTRA TOR S ECTION : C HAPTER 2 - C ONFIGURING THE ER 3.0 S ERVER Change Data S torage Settings The Change Settings section of the screen is used for updat- ing the amount of data that will be stored on the Server box in the future.
74 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE A DMINISTRA TOR S ECTION : C HAPTER 2 - C ONFIGURING THE ER 3.0 S ERVER TIP : 8e6 recommends that you set up your Server to store more live data than archive dat a for the benefit of administrators and managers who generate reports via the Client application.
8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 75 C LIENT U SER S ECTION : I NTRODUCTION C LIENT U SER S ECTION Introduction This section of the User ’ s Guide provides instructi.
76 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE C LIENT U SER S ECTION : C HAPTER 1 - W ORKST A TION C ONFIGURA TION Chapter 1: Workst ation Configuration Installation Components.
8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 77 C LIENT U SER S ECTION : C HAPTER 1 - W ORKST A TION C ONFIGURA TION Fig. 2:1-1 ODBC folder Install the ODBC Driver 1. Open the ODBC DRIVER folder to display folders contain- ing ODBC drivers for Microsoft Windows 9x-based and NT - based operating systems: 2.
78 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE C LIENT U SER S ECTION : C HAPTER 1 - W ORKST A TION C ONFIGURA TION 4. Click Continue to open the Inst all Drivers dialog box: 5. From the list of Available ODBC Drivers, click on MySQL to highlight this selection, then click OK to copy files from the CD to your hard drive: Fig.
8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 79 C LIENT U SER S ECTION : C HAPTER 1 - W ORKST A TION C ONFIGURA TION Fig. 2:1-6 Microsoft ODBC alert box After the files are copied to your machine, the Dat a Sources dialog box opens, displaying a list of available drivers: 6.
80 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE C LIENT U SER S ECTION : C HAPTER 1 - W ORKST A TION C ONFIGURA TION Install Microsoft Access Runtime With the ODBC driver installed, you are ready to install MS Access Runtime. 1. Open the MS RUNTIME folder and click the setup.
8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 81 C LIENT U SER S ECTION : C HAPTER 1 - W ORKST A TION C ONFIGURA TION 3. At the Install Runtime field, specify the location where the application will be installed. The default p ath is C:Program FilesMicrosoft OfficeART .
82 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE C LIENT U SER S ECTION : C HAPTER 1 - W ORKST A TION C ONFIGURA TION An alert box pops up with message to inform you when the installation is complete. 6. Click OK to close the alert box and to return to your desk- top.
8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 83 C LIENT U SER S ECTION : C HAPTER 1 - W ORKST A TION C ONFIGURA TION 2. In the Enterprise Reporter 3.
84 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE C LIENT U SER S ECTION : C HAPTER 1 - W ORKST A TION C ONFIGURA TION Inst all the Client 1.
8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 85 C LIENT U SER S ECTION : C HAPTER 1 - W ORKST A TION C ONFIGURA TION 4. Click the Next button to tell the Wizard to search your machine for pertinent files that were installed: Fig.
86 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE C LIENT U SER S ECTION : C HAPTER 1 - W ORKST A TION C ONFIGURA TION 5. Once all pertinent files have been located, click Next to select the folder in which the Client application will be installed: 6.
8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 87 C LIENT U SER S ECTION : C HAPTER 1 - W ORKST A TION C ONFIGURA TION After the Client has been inst alled, the automatic reporting option becomes available to you: 7. Y ou must either set up automatic reporting or bypass this option.
88 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE C LIENT U SER S ECTION : C HAPTER 1 - W ORKST A TION C ONFIGURA TION • T o set up automatic reporting, specify the following criteria: a. Username - enter the alphanumeric, case sensitive username of the user at this workstation.
8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 89 C LIENT U SER S ECTION : C HAPTER 1 - W ORKST A TION C ONFIGURA TION Fig. 2:1-19 Login window with unchanged Server address 8. Click the Finish button to close the Wizard and to return to your desktop where you will find a shortcut to the Client application ( reporter .
90 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE C LIENT U SER S ECTION : C HAPTER 1 - W ORKST A TION C ONFIGURA TION 3. In the Admin Password field, type in the default p assword admin exactly as shown here, in lowercase letters.
8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 91 C LIENT U SER S ECTION : C HAPTER 1 - W ORKST A TION C ONFIGURA TION NOTE : If you don’t know the IP address, cont act the adminis- trator of your ER 3.
92 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE C LIENT U SER S ECTION : C HAPTER 1 - W ORKST A TION C ONFIGURA TION Uninst all the Client, Install New Release Follow these steps if you have the Client application installed on your workstation and would like to replace that version with a new release of the application.
8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 93 C LIENT U SER S ECTION : C HAPTER 1 - W ORKST A TION C ONFIGURA TION 4. Click OK to open the confirmation dialog box for uninstalling the application: 5. Click OK to display the Maintenance Complete Wizard that indicates the Client application has been uninstalled: 6.
94 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE C LIENT U SER S ECTION : C HAPTER 2 - A CCESSING THE C LIENT Chapter 2: Accessing the Client Launch the Client Application Launch the Client application by clicking on the Enterprise Reporter icon ( reporter .
8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 95 C LIENT U SER S ECTION : C HAPTER 2 - A CCESSING THE C LIENT Administrator Det ails T o change the password of the administrator ,.
96 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE C LIENT U SER S ECTION : C HAPTER 2 - A CCESSING THE C LIENT 3. In the New Password field, enter an alphanumeric pass- word in upper- and/or lowercase characters. 4. In the Again field, re-enter the password in the exact format used at the New Password field.
8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 97 C LIENT U SER S ECTION : C HAPTER 2 - A CCESSING THE C LIENT 1. In the Admin Password field of the Admin: Form popup box (see Fig. 2:2-2), if the administrator password has never been changed, type in the default password admin exactly as shown here, in lowercase letters.
98 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE C LIENT U SER S ECTION : C HAPTER 2 - A CCESSING THE C LIENT • Database Password - case sensitive, alphanumeric manager password to be used at the Password field in the Client login window (default is 8e6ReporT ).
8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 99 C LIENT U SER S ECTION : C HAPTER 2 - A CCESSING THE C LIENT Log In In order to log in the Client, you must enter the manager username and password in the login window: 1. In the Username field, type in your username.
100 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE C LIENT U SER S ECTION : C HAPTER 2 - A CCESSING THE C LIENT Fig. 2:2-7 ER Server Information popup box Server St atistics The ER Server Information popup box contains details about data storage on the ER 3.
8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 101 C LIENT U SER S ECTION : C HAPTER 2 - A CCESSING THE C LIENT • Objects Date Scope - this date scope pertains only to objects currently stored on the Server .
102 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE C LIENT U SER S ECTION : C HAPTER 2 - A CCESSING THE C LIENT 5. T o view the chart, click the in the upper right corner of the ER Server Information popup box to close it.
8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 103 C LIENT U SER S ECTION : C HAPTER 2 - A CCESSING THE C LIENT • Hit s Per Week - If you selected Hits Per W eek, each week within the date range is plotted on the graph, with the number of the week (1-52) and year labeled below .
104 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE C LIENT U SER S ECTION : C HAPTER 2 - A CCESSING THE C LIENT Y ou now have the option to print the chart, close the chart window , or generate a new chart. T o print the chart, click File > Print .
8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 105 C LIENT U SER S ECTION : C HAPTER 2 - A CCESSING THE C LIENT NOTE : If you are not the administrator , you will only see options for Event Schedule, My Account, Server S tatistics, and Default Options.
106 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE C LIENT U SER S ECTION : C HAPTER 2 - A CCESSING THE C LIENT Buttons The buttons on the main menu provide access to popup windows.
8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 107 C LIENT U SER S ECTION : C HAPTER 2 - A CCESSING THE C LIENT • Record - click this icon to open a dialog box where custom- ized settings for a previously recorded report view can be viewed and modified, and the report can be run.
108 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE C LIENT U SER S ECTION : C HAPTER 3 - C USTOMIZING THE C LIENT Chapter 3: Customizing the Client This chapter provides information on customizing the Client to generate reports based on your specified settings.
8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 109 C LIENT U SER S ECTION : C HAPTER 3 - C USTOMIZING THE C LIENT NOTE : If you are not the administrator , you will only see options for Event Schedule, My Account, Server S tatistics, and Default Options.
110 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE C LIENT U SER S ECTION : C HAPTER 3 - C USTOMIZING THE C LIENT Click the in the upper right corner of the Scheduled Events box to exit this option. View Det ails or Edit a Scheduled Event In the Scheduled Events box, events display as rows of records.
8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 111 C LIENT U SER S ECTION : C HAPTER 3 - C USTOMIZING THE C LIENT The following information displays in this dialog box: Name assign.
112 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE C LIENT U SER S ECTION : C HAPTER 3 - C USTOMIZING THE C LIENT Schedule an Event NOTE : T o schedule an event, a report must already have been saved using the Record option.
8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 113 C LIENT U SER S ECTION : C HAPTER 3 - C USTOMIZING THE C LIENT Delete a Scheduled Event 1. In the Scheduled Events box, click the grey button in the Delete column for the event you wish to delete.
114 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE C LIENT U SER S ECTION : C HAPTER 3 - C USTOMIZING THE C LIENT View Det ails for a Filter Category In the Category Information box, filter categories display as rows of records.
8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 115 C LIENT U SER S ECTION : C HAPTER 3 - C USTOMIZING THE C LIENT 2. Edit the Descriptive Name . This description for the filter category displays in the Categories column on the report screen.
116 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE C LIENT U SER S ECTION : C HAPTER 3 - C USTOMIZING THE C LIENT TIP : Click Cancel to return to the Category Information box without saving your entries. 4. Click Add to open an alert box displaying the message: “New Category Added!” 5.
8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 117 C LIENT U SER S ECTION : C HAPTER 3 - C USTOMIZING THE C LIENT The Category Group Setup box is comprised of two frames used for setting up and maintaining category groupings: Group Information, and Group Definitions.
118 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE C LIENT U SER S ECTION : C HAPTER 3 - C USTOMIZING THE C LIENT 3. In the New Name field, edit the category group name. TIP : Click Cancel if you wish to return to the Category Group Setup box without saving your modifications.
8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 119 C LIENT U SER S ECTION : C HAPTER 3 - C USTOMIZING THE C LIENT 3. Click OK to close the alert box. NOTE : The category group you deleted also is removed from the Group Name pull-down menu in the Group Definitions frame to the right.
120 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE C LIENT U SER S ECTION : C HAPTER 3 - C USTOMIZING THE C LIENT 7. Click the in the upper right corner of the Add T o Group popup box to close it. Delete a Category from a Category Group 1.
8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 121 C LIENT U SER S ECTION : C HAPTER 3 - C USTOMIZING THE C LIENT User Groupings The User Groupings option is used for defining a customized group of users, if you wish to run reports for cert ain users only .
122 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE C LIENT U SER S ECTION : C HAPTER 3 - C USTOMIZING THE C LIENT Add a User Group 1.
8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 123 C LIENT U SER S ECTION : C HAPTER 3 - C USTOMIZING THE C LIENT NOTE : The user group you renamed also displays in the Group Name pull-down menu in the Group Definitions frame to the right.
124 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE C LIENT U SER S ECTION : C HAPTER 3 - C USTOMIZING THE C LIENT Each user entered for the user group displays as a sepa- rate record in this popup box.
8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 125 C LIENT U SER S ECTION : C HAPTER 3 - C USTOMIZING THE C LIENT 1. Select a user group from the Group Name pull-down menu. Any users previously entered display in the list box in this frame.
126 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE C LIENT U SER S ECTION : C HAPTER 3 - C USTOMIZING THE C LIENT 3. Make entries in one of the three frames: • Username Pattern - This frame is used for including users from a specific group (such as “Sales”) on the network.
8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 127 C LIENT U SER S ECTION : C HAPTER 3 - C USTOMIZING THE C LIENT 4. After you have made your entries, click Close to close the popup box.
128 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE C LIENT U SER S ECTION : C HAPTER 3 - C USTOMIZING THE C LIENT User Permissions The User Permissions option is used for giving authorization to personnel such as managers to view reports for their group and to change their own passwords.
8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 129 C LIENT U SER S ECTION : C HAPTER 3 - C USTOMIZING THE C LIENT 1. Click the Add User button to open the Enter Username and Password dialog box: 2. T ype in the Username . 3. T ype in the alphanumeric Password in upper- and/or lowercase characters.
130 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE C LIENT U SER S ECTION : C HAPTER 3 - C USTOMIZING THE C LIENT Y ou must now add the user to a user group by making entries in either the User Information frame or the Group Information frame.
8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 131 C LIENT U SER S ECTION : C HAPTER 3 - C USTOMIZING THE C LIENT Group Information frame In the Group Information frame, you update user groups by adding or removing users. Update User Group by Adding a User 1.
132 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE C LIENT U SER S ECTION : C HAPTER 3 - C USTOMIZING THE C LIENT Change a User ’s Password 1. In the User and Group Information box, click the Edit User button to open the User Information dialog box.
8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 133 C LIENT U SER S ECTION : C HAPTER 3 - C USTOMIZING THE C LIENT 2. Select the user from the Username pull-down menu. 3. Click the Delete User button to open an alert box display- ing the message: “User deleted!” 4.
134 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE C LIENT U SER S ECTION : C HAPTER 3 - C USTOMIZING THE C LIENT Options available to the user include: Event Schedule, My Account, Server S tatistics, and Default Options.
8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 135 C LIENT U SER S ECTION : C HAPTER 3 - C USTOMIZING THE C LIENT 2. Click the Show Users button to display the users in the Users list box to the right.
136 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE C LIENT U SER S ECTION : C HAPTER 3 - C USTOMIZING THE C LIENT Default Options Default Options is used for setting the maximum number of records to be included in a report, and the number of records that will display on a report screen.
8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 137 C LIENT U SER S ECTION : C HAPTER 4 - U SING THE C LIENT Chapter 4: Using the Client Once the Client has been customized, you can query the database and generate reports.
138 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE C LIENT U SER S ECTION : C HAPTER 4 - U SING THE C LIENT S pecify T ime Frame for the Search Y ou must first specify a date and time range for your query . 1. Click in the From Date field and enter the first date in the range, using the format on your machine (e.
8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 139 C LIENT U SER S ECTION : C HAPTER 4 - U SING THE C LIENT S pecify T ype of Search to be Performed In the next step for specifying search criteria, you must indicate if you wish to perform the search on the activity of a specific filter category , user , and/or Web site.
140 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE C LIENT U SER S ECTION : C HAPTER 4 - U SING THE C LIENT W arning Messages Page Search When the Find Pages button is clicked, if .
8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 141 C LIENT U SER S ECTION : C HAPTER 4 - U SING THE C LIENT V iew Additional Information T o view additional data, click in the Information checkbox corresponding to Category , User , IP , and/or Site to add the selected column(s) to the online report.
142 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE C LIENT U SER S ECTION : C HAPTER 4 - U SING THE C LIENT Report Screen Elements Report screens are accessible by clicking on icons for Cat- egories, IPs, Users, or Sites from the main menu or any report screen.
8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 143 C LIENT U SER S ECTION : C HAPTER 4 - U SING THE C LIENT The body of the report includes columns pertinent to the report selection that was made, populated by rows of records resulting from the query .
144 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE C LIENT U SER S ECTION : C HAPTER 4 - U SING THE C LIENT • Month to Date - this option generates the report for the range of days that includes the first day of the current month through today .
8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 145 C LIENT U SER S ECTION : C HAPTER 4 - U SING THE C LIENT Enter the St art Date and End Date using the MM/DD/ YYYY format, and click Go to close the box. The generated report includes data for the specified days only , if the data for these days are stored on the Server .
146 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE C LIENT U SER S ECTION : C HAPTER 4 - U SING THE C LIENT T o include only top records, enter the number of records and click the To p button. T o include all records, click the All button.
8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 147 C LIENT U SER S ECTION : C HAPTER 4 - U SING THE C LIENT T o return to a previous report view , click the Back icon in the navigation bar located beneath the navigation path.
148 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE C LIENT U SER S ECTION : C HAPTER 4 - U SING THE C LIENT IPs icon Clicking the IPs icon displays the report sorted by user IP address. Users icon Clicking the Users icon displays the report sorted by username.
8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 149 C LIENT U SER S ECTION : C HAPTER 4 - U SING THE C LIENT Exit icon Clicking the Exit icon returns you to the main menu. Reports / Report Layout field The Reports field displays on Categories, IPs, Users, Sites, Category Groups, and User Groups report screens.
150 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE C LIENT U SER S ECTION : C HAPTER 4 - U SING THE C LIENT Choose the output format from the list box by clicking on your selection: Microsoft Excel (.xls), HTML (.html), MS-DOS T ext (.
8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 151 C LIENT U SER S ECTION : C HAPTER 4 - U SING THE C LIENT V iew , Print the Report The report displays in a window : The report au.
152 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE C LIENT U SER S ECTION : C HAPTER 4 - U SING THE C LIENT Double Break Information dialog box The Double Break Information dialog .
8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 153 C LIENT U SER S ECTION : C HAPTER 4 - U SING THE C LIENT Generate Chart box The Generate Chart box opens : If you made a selectio.
154 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE C LIENT U SER S ECTION : C HAPTER 4 - U SING THE C LIENT Print icon T o use the Print option, you must have a printer configured for your machine.
8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 155 C LIENT U SER S ECTION : C HAPTER 4 - U SING THE C LIENT NOTE : If a Subject is not specified, the report received by the recipient(s) will display “Enterprise Reporter - Report” in the Subject line of the e-mail message.
156 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE C LIENT U SER S ECTION : C HAPTER 4 - U SING THE C LIENT Export icon The Export option lets you export raw data from the report that displays on your screen. Clicking the Export icon opens the Export T o File box in which you specify the format for exporting the raw data.
8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 157 C LIENT U SER S ECTION : C HAPTER 4 - U SING THE C LIENT Record icon The Record option lets you save dat a from a custom report you create. This custom report can be generated and then viewed, printed, e-mailed, or saved in a selected file format.
158 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE C LIENT U SER S ECTION : C HAPTER 4 - U SING THE C LIENT Save Custom Report dialog box The Save Custom Report dialog box opens for any report that is not a page or object report: Enter the report name in the Save Name field, and then enter a Description for the report.
8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 159 C LIENT U SER S ECTION : C HAPTER 4 - U SING THE C LIENT The selection made at the Reports pull-down menu on the report screen displays in the Report field. The default selec- tion at this field can be changed, if necessary .
160 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE C LIENT U SER S ECTION : C HAPTER 4 - U SING THE C LIENT When you click Save the alert box opens with the message: “Custom Report has been saved”. Click OK to close the alert box.
8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 161 C LIENT U SER S ECTION : C HAPTER 4 - U SING THE C LIENT In the Date Scope field, choose from the following dates: Y esterday , Month T o Date, Y ear T o Date, Part of T oday , Part of Y esterday , Daily , Monthly , or Part of S pecific Day .
162 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE C LIENT U SER S ECTION : C HAPTER 4 - U SING THE C LIENT When you click Save the alert box opens with the message: “Custom Report has been saved”. Click OK to close the alert box.
8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 163 C LIENT U SER S ECTION : C HAPTER 4 - U SING THE C LIENT TIP : Click Cancel to close this dialog box. If you are logged in as a non-administrator , in the Reports frame, click the radio button corresponding to either Show All Reports or Show My Report s .
164 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE C LIENT U SER S ECTION : C HAPTER 4 - U SING THE C LIENT Fig. 2:4-21 “Count” columns Filters A filter displays on the report screen as a grey box in a column following the record name, and preceding the Count col- umns.
8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 165 C LIENT U SER S ECTION : C HAPTER 4 - U SING THE C LIENT • Category Count - This column displays the number of categories a user has visited, or the number of categories included within a given site.
166 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE C LIENT U SER S ECTION : C HAPTER 4 - U SING THE C LIENT TIP : If the date range that was specified at the Date Scope field is ou.
8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 167 C LIENT U SER S ECTION : C HAPTER 4 - U SING THE C LIENT a user could show an incredibly high page count and many minutes, even though only one page was opened by that user .
168 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE C LIENT U SER S ECTION : C HAPTER 4 - U SING THE C LIENT Records Beneath the Select All and DeSelect All buttons at the bottom of.
8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 169 C LIENT U SER S ECTION : C HAPTER 4 - U SING THE C LIENT Generate a Report 1. Select the report screen of your choice: Categories, IPs, Users, Sites, Category Groups, or User Group s.
170 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE C LIENT U SER S ECTION : C HAPTER 4 - U SING THE C LIENT • Click Save to save the report to a designated folder , in the output format of your choice. • Click View to view the report.
8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 171 C LIENT U SER S ECTION : C HAPTER 4 - U SING THE C LIENT St andard report S tandard reports include text only , arranged in columns and rows. The header displays the name of the report, the Sort Order , and the date range.
172 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE C LIENT U SER S ECTION : C HAPTER 4 - U SING THE C LIENT Fig. 2:4-24 Pie Chart report format the date and time the report was generated, the page number and range of pages in the report, selected Filter settings, and username of the user login ID (Generated by).
8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 173 C LIENT U SER S ECTION : C HAPTER 4 - U SING THE C LIENT Bar Chart report Bar charts feature color-coded blocks that represent the quantity of items in each category or group. The top of the report displays the name of the report, the Sort Order , and the date range.
174 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE C LIENT U SER S ECTION : C HAPTER 5 - R EPORTS Chapter 5: Report s Due to the variations of reports that can be generated by the ER 3.0, only the basic reports from each report group will be described.
8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 175 C LIENT U SER S ECTION : C HAPTER 5 - R EPORTS Category/IPs The Category/IPs report is broken out by category , with each category showing an itemized list of IP adresses. Count column T otals are included for each IP address in the list.
176 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE C LIENT U SER S ECTION : C HAPTER 5 - R EPORTS Category/Users The Category/Users report is broken out by category , with each category showing Count column T otals for all users.
8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 177 C LIENT U SER S ECTION : C HAPTER 5 - R EPORTS Category/Sites The Category/Sites report is broken out by category , with each category showing an itemized list of visited sites. Count column T otals are included for each site in the list.
178 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE C LIENT U SER S ECTION : C HAPTER 5 - R EPORTS IPs Reports Reports in this group are used for analyzing user activity by the IP address of the user . IPs The IPs report shows an itemized list of all IP addresses with totals in the Count columns.
8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 179 C LIENT U SER S ECTION : C HAPTER 5 - R EPORTS IP/Categories The IP/Categories report is broken out by IP address, with each IP address showing an itemized list of categories visited by that user ’ s machine.
180 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE C LIENT U SER S ECTION : C HAPTER 5 - R EPORTS IP/Users The IP/Users report is broken out by IP address, with each IP address showing Count column T otals.
8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 181 C LIENT U SER S ECTION : C HAPTER 5 - R EPORTS IP/Sites The IP/Sites report is broken out by IP address, with each IP address showing an itemized list of visited sites. Count column T otals are included for each site in the list.
182 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE C LIENT U SER S ECTION : C HAPTER 5 - R EPORTS Users Reports Reports in this group are used for analyzing user activity by user . Users The Users report shows totals for all users in the Count columns.
8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 183 C LIENT U SER S ECTION : C HAPTER 5 - R EPORTS User/Categories The User/Categories report shows an itemized list of catego- ries visited by all users. Count column T otals are included for each category in the list.
184 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE C LIENT U SER S ECTION : C HAPTER 5 - R EPORTS User/IPs The Users/IPs report is broken out by user , with each user showing Count column T otals. User Count T otals and the Grand T otal display at the end of the report.
8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 185 C LIENT U SER S ECTION : C HAPTER 5 - R EPORTS User/Sites The User/Sites report is broken out by user , with each user showing an itemized list of visited sites. Count column T otals are included for each site in the list.
186 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE C LIENT U SER S ECTION : C HAPTER 5 - R EPORTS Sites Reports Reports in this group are used for analyzing user activity by sites visited. Sites The Sites report shows an itemized list of all sites visited with totals in the Count columns.
8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 187 C LIENT U SER S ECTION : C HAPTER 5 - R EPORTS Site/Categories The Site/Categories report is broken out by site address, with each site address showing an itemized list of categories in which that site visit can be classified.
188 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE C LIENT U SER S ECTION : C HAPTER 5 - R EPORTS Site/IPs The Site/IPs report is broken out by site address, with each site address showing an itemized list of IP addresses of visitors.
8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 189 C LIENT U SER S ECTION : C HAPTER 5 - R EPORTS Site/Users The Site/Users report is broken out by site address, with each site address showing Count column T otals for all users who visited that site.
190 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE C LIENT U SER S ECTION : C HAPTER 5 - R EPORTS Category Groups Report Category Group reports are only available if category groups are set up via the Category Groupings Settings option from the main menu.
8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 191 C LIENT U SER S ECTION : C HAPTER 5 - R EPORTS Page/Object Reports Page/Object reports are only available from p age/object count report screens, or from find pages/objects report screens.
192 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE C LIENT U SER S ECTION : C HAPTER 5 - R EPORTS Fig. 2:5-19 Objects report If searching for objects, if the date range that was sp.
8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 193 T ECHNICAL S UPPORT / P RODUCT W ARRANTIES S ECTION T ECHNICAL S UPPORT / P RODUCT W ARRANTIES S ECTION T echnical Support For technical support, visit 8e6 T echnologies’s T echnical Support Web page at http://www .
194 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE T ECHNICAL S UPPORT / P RODUCT W ARRANTIES S ECTION E-Mail For non-emergency assistance, e-mail us at support@8e6technologies.
8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 195 T ECHNICAL S UPPORT / P RODUCT W ARRANTIES S ECTION Product W arranties S tandard Warranty 8e6 T echnologies warrants the medium .
196 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE T ECHNICAL S UPPORT / P RODUCT W ARRANTIES S ECTION T echnical Support and Service 8e6 T echnologies will provide initial installation support and technical support for up to 90 days following installation.
8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 197 T ECHNICAL S UPPORT / P RODUCT W ARRANTIES S ECTION Extended W arranty (optional) The extended warranty applies to hardware and software of the product(s) except any misuse or modification of the product(s), or product(s) located outside of the United S tates.
198 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE A PPENDICES S ECTION : A PPENDIX A A PPENDICES S ECTION Appendix A Scheduled T ask Wizard If you wish to run a report at a specif.
8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 199 A PPENDICES S ECTION : A PPENDIX A 2. Choose Scheduled T asks to open the Scheduled T asks window: Fig.
200 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE A PPENDICES S ECTION : A PPENDIX A 3. Click Add Scheduled T ask to launch the Scheduled T ask Wizard: 4. Click Next to display the list box showing available applica- tions that can be run: 5.
8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 201 A PPENDICES S ECTION : A PPENDIX A 6. Accept the name of the task that displays in the text box, or enter a different name. Indicate when the t ask should be performed by clicking the radio button corresponding to the option for Daily , W eekly , or Monthly .
202 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE A PPENDICES S ECTION : A PPENDIX A 8. If necessary , modify the user name that displays. Enter the password used when logging on your machine, and then click Next : 9. If you are scheduling more than one report to run at the same time, click in the advanced properties checkbox.
8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 203 A PPENDICES S ECTION : A PPENDIX A b. If “deactivated” displays in the Run text box, change the text to “activated”. c. If necessary , click the Schedule tab to modify schedule criteria: Fig.
204 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE A PPENDICES S ECTION : A PPENDIX A d. If entries were made in either tab, click Apply .
8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 205 A PPENDICES S ECTION : A PPENDIX B Appendix B Lotus Notes Configuration This appendix provides information on configuring the ER 3.0 client to use Lotus Notes (4.5 and above) in a Microsoft Windows environment in which Lotus Domino is the primary e-mail server .
206 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE A PPENDICES S ECTION : A PPENDIX B S tep s for Inst alling and Configuring Lotus Notes Step 1: Inst all Lotus Notes Install and configure Lotus Notes to connect to your network’ s Lotus Domino server .
8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 207 I NDEX I NDEX A add/edit/delete administrators 23 Add/Edit/Delete Administrators screen 29 Admin Details button 89, 95, 99 admini.
208 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE I NDEX Category Groupings button 1 16 Category Groups icon 148 Category Groups report 190 Category/IPs report 175 Category/Sites .
8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 209 I NDEX Diagnostics 37 dialog box, terminology 16 Display button 145 Double Break Information box 152 download Client 82 Server pa.
210 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE I NDEX I icon, terminology 17 insta ll Client 84 new Client release 92 patch on Server 53 IP .
8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 211 I NDEX navigation bar 147 navigation path 146 Network Attached S torage (NAS) 12 Network Diagnostics screen 37 Network Menu 26 Ne.
212 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE I NDEX R radio button, terminology 18 Record icon 157 Records field 168 remote server backup 45 report columns 164 Date Scope fie.
8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 213 I NDEX Site/Categories 187 Site/IPs 188 Site/Users 189 Sites 186 standard 171 User Groups 190 User/Categories 183 User/IPs 184 Us.
214 8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE I NDEX set up IP addresses 31 shut down 55 store data, change settings 67 view statistics using Client 100 Server Info button 90, 97 Server Menu 41 Server S tatus screen 49 Settings button 108 setup.
8 E 6 T ECHNOLOGIES , E NTERPRISE R EPORTER 3.0 U SER ’ S G UIDE 215 I NDEX user group, add/remove user 131 user group how to add 122 User Groupings button 121 User Groups icon 148 User Groups repor.
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