Page 3
8e6 Technologies shall not be liable for any error or for incidental or consequential damages in connection with the furnishing, performance, or use of this manual or the examples herein.
Procedures for Accessing the Server ... 20 Procedures for Logging On, Off the Server ... 21 Log On ... 21 Log Off ... 24 Chapter 2: Configuring the ER 3.0 Server ... 25 Administrator GUI ... 25 Network Menu ... 26 3.0 O...
Page 5
Set up/Edit External Backup FTP Password ... 43 Execute a Manual Backup ... 44 Perform a Remote Backup ... 45 Perform a Restoration to the ER 3.0 Server ... 46 Self Monitoring screen ... 47 View a List of Contact E-Mail Addresses ... 48 Set up and Activate Self-Monitoring ...
Page 6
Expiration Screen Terminology ... 68 Expiration Rules ... 69 View Data Storage Statistics ... 70 Change Data Storage Settings ... 73 ...75 ECTION Update the Server Address and Password ... 89 Change the Administrator Password ... 95 ECHNOLOGIES 3.0 U ’ NTERPRISE EPORTER UIDE...
Page 7
Navigate the Main Menu ... 105 Buttons ... 106 Icons ... 106 Log Out ... 107 Chapter 3: Customizing the Client ... 108 Settings ... 108 Event Schedule ... 109 View Details or Edit a Scheduled Event ... 110 View Details for a Scheduled Event ... 110 Edit a Scheduled Event ...
Page 8
IPs icon ... 148 Users icon ... 148 Sites icon ... 148 Category Groups icon ... 148 User Groups icon ... 148 Exit icon ... 149 Reports / Report Layout field ... 149 ECHNOLOGIES 3.0 U ’ NTERPRISE EPORTER UIDE...
Operations In simplified terms, the ER 3.0 operates as follows: the ER 3.0 Server box accepts log files (text files containing Web access data) from a source device such as 8e6’s R2000 Standard Edition or Enterprise Edition, or the 8e6 R3000 Enterprise Filter.
• Optional: One or more Network Attached Storage (NAS) Software • Linux OS • Graphical User Interface (GUI) application utilized by • 8e6 Technologies proprietary programs for processing and • MySQL database • MS Access Runtime • 8e6 Technologies proprietary application employed by...
• Windows 98, 2000, NT 4.0, or XP operating system • Internet Explorer (IE) Version 5.0 or later Network Requirements • High-speed connection from the ER 3.0 Server to the Web access logging device(s) • High-speed connection from the ER 3.0 Server to the...
• Appendices Section - Appendix A provides information on • Index - This section includes an index of topics and the first 3.0 application, and how to use this manual to help you configure the ER 3.0 Server and Client.
WARNING: The “warning” icon is followed by italicized text cautioning you about making entries in the application, executing certain processes or procedures, or the outcome of specified actions. 3.0 U ’ ECHNOLOGIES NTERPRISE EPORTER...
When this box is not checked, the option is not selected. in response to a command made in a window or screen, and requires your input. You must choose an option by ECHNOLOGIES that dis- 3.0 U ’ NTERPRISE EPORTER UIDE...
Page 17
This box or window may display information, or may require you to make one or more entries. Unlike a dialog box, you do not need to choose between options. ECHNOLOGIES NTERPRISE EPORTER 3.0 U ’ UIDE VERVIEW...
Page 18
Types of win- dows include ones from the system such as the Save As window, popup windows, or login windows. ECHNOLOGIES 3.0 U ’ NTERPRISE EPORTER UIDE...
DMINISTRATOR Introduction The authorized administrator of the ER 3.0 Server is respon- sible for integrating the Server into the existing network, and providing the Server a high-speed connection to the desig- nated logging device(s) and remote Client workstations. To attain this objective, the administrator performs the following tasks: •...
Server via the Internet. 1. Launch Internet Explorer (IE). 2. In the address line of the IE browser window, type in the 3. Click the Go button to open the login dialog box of the 1 - A CCESSING THE ERVER NOTE: If you do not have the ER 3.0 Quick Start Guide,...
If you are logging on the Administrator GUI for the first time, the main screen displays with a message that asks you to specify the Server’s function (Fig. 1:1-1): ECHNOLOGIES NTERPRISE EPORTER DMINISTRATOR ECTION 3.0 U ’ UIDE 1 - A HAPTER CCESSING THE ERVER...
“archive” mode, solely as a receptacle for historical, archived files. In this mode, “old” files placed on the Server can be viewed using the Client reporting applica- tion. specify will immediately be in effect. ECHNOLOGIES 3.0 U ’ NTERPRISE EPORTER UIDE...
TIP: After 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. Set up an Administrator Login ID NOTE: If you have already set up your user name and password, you can skip this section.
HAPTER 2. Select New Administrators from the pull-down menu. 3. In the User Name field, enter up to 20 upper- and/or 4. In the Password field, enter up to eight alphanumeric 5. In the Confirm Password field, re-enter the password in 6.
Fig. 1:2-1 Administrator GUI, main screen The Administrator GUI is used for configuring and maintain- ing the ER 3.0 Server. Settings made in the Administrator GUI affect the Client reporting application. On the main screen of the Administrator GUI, there are three menus: Network, Server, and Database.
Network Setting, Routing Table, Time Setting, and Diagnos- tics. Fig. 1:2-2 Network menu, main screen 2 - C ER 3.0 S ONFIGURING THE ERVER NOTE: The mode of the Server displays on the main screen. TIP: When making a complete configuration of the Server, 8e6 ECHNOLOGIES 3.0 U...
2 - C ER 3.0 S DMINISTRATOR ECTION HAPTER ONFIGURING THE 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. (See Figs. 1:2-1 and 1:2-2.) The box mode indicates whether the Server box is functioning in the “live”...
Fig. 1:2-3 Change Box Mode 2. Click the radio button corresponding to Live or Archive to 3. Click the Apply button to confirm your selection. The “new” the Server by selecting the Restart Hardware option on the Shut Down screen. (See the Shut Down sub-section under the Server menu section in this chapter.)
2 - C ER 3.0 S DMINISTRATOR ECTION HAPTER ONFIGURING THE ERVER Add/Edit/Delete Administrators screen The Add/Edit/Delete Administrators screen displays when the Administrators option is selected from the Network menu. This screen is used for viewing, adding, editing, and deleting the login ID of personnel authorized to configure the Server.
1. Select New Administrator from the pull-down menu. 2. In the User Name field, enter up to 20 upper- and/or 3. In the Password field, enter up to eight characters for the 3. In the Confirm Password field, re-enter the password in 4.
IP addresses so the Server can communicate with your system. Fig. 1:2-5 Network Settings screen ECHNOLOGIES NTERPRISE EPORTER DMINISTRATOR ECTION HAPTER 3.0 U ’ UIDE 2 - C ER 3.0 S ONFIGURING THE ERVER...
“host” name for the box (i.e. reporter.myserver.com). • In the LAN 1 IP field, enter the IP address of the ER 3.0 Server on your Local Area Network (LAN 1). • In the Netmask field, enter the netmask that will define the traffic designated for the LAN.
2 - C ER 3.0 S DMINISTRATOR ECTION HAPTER ONFIGURING THE ERVER Routing Table screen The Routing Table screen displays when the Routing Table option is selected from the Network menu. This screen is used for viewing, building, and maintaining a list of routers—...
1. In the Destination field, enter the IP address of the net- 2. At the Network Mask pull-down menu, specify the number 3. In the Gateway field, enter the IP address of the portal to 4. Click the Add button to include your entry in the table. If you 5.
A selection from this menu is required if your Server is located in the United States or in the Pacific Islands. ECHNOLOGIES NTERPRISE EPORTER DMINISTRATOR ECTION HAPTER 3.0 U ’ UIDE 2 - C ER 3.0 S ONFIGURING THE ERVER...
Server if the IP address for the primary server fails to be accessed by your Server. • In the Server 3 field, enter the IP address of the tertiary NTP server. The time from this server will be used by your Server if the IP addresses for the primary and secondary servers fail to be accessed by your Server.
2 - C ER 3.0 S DMINISTRATOR ECTION HAPTER ONFIGURING THE ERVER Update the Time on the Server After you have saved the IP addresses of NTP servers you wish your Server to access, click the NTP Update button to synchronize the clock on your Server with the NTP server clocks.
As indicated by the results for the sample entry, the Server at 206.255.20.29 was not able to communicate with the ma- chine at the IP address 209.11.161.67. The statistics show that three (3) data packets were transmitted by the Server, 2 - C ER 3.0 S...
(0) packets were received by the designated ma- chine, for a total of three (3) errors and a 100 percent packet loss. TIP: If the machine cannot be contacted, be sure the ping feature on that machine is turned on.
Page 40
Clear button in the Trace Route frame, and follow the procedures documented in this sub- section. 2 - C ER 3.0 S ONFIGURING THE ERVER TIP: To “trace” another IP address, click the Back button in ECHNOLOGIES 3.0 U...
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.
This policy should include frequent, remote back- ups, such that raw logs and ER 3.0 database files are avail- able for restoration without relying on the ER 3.0’s hard drives.
“catch-up” time required for reprocessing raw logs. Set up/Edit External Backup FTP Password In order to back up the ER 3.0 Server’s database to a remote server, an FTP account must be established for the remote server.
ER 3.0 Server will be down. occur, you might want to back up your data before losing the oldest data on the ER 3.0 Server, prior to the daily backup process. WARNING: If corrupted data is detected on the ER 3.0...
2. Use FTP to download the ER 3.0 Server’s backup data- base to the remote server. 3. Store this backup data in a safe place off the remote server. If this backup database needs to be restored, it can be uploaded to the ER 3.0 Server via FTP.
FTPed to the ER 3.0 Server. Part two requires the FTPed data to be restored on the ER 3.0 Server. be sure you have enough space on the ER 3.0 Server. Data that is restored to the ER 3.0 Server will automatically include in- dexes.
2 - C ER 3.0 S DMINISTRATOR ECTION HAPTER ONFIGURING THE ERVER Self Monitoring screen The Self Monitoring screen displays when the Self-Monitoring option is selected from the Server menu. This screen is used for setting up and maintaining e-mail addresses of contacts who will receive automated notifications if problems occur with the network.
1. Click the radio button corresponding to YES. 2. Enter the Master Administrator’s E-Mail Address. 3. In the Send e-mail to e-mail address fields, enter up to 4. If e-mail addresses were entered in any of the four optional 5. Click the Save button to activate self-monitoring.
2 - C ER 3.0 S DMINISTRATOR ECTION HAPTER ONFIGURING THE ERVER Server Status screen The Server Status screen displays when the Server Status option is selected from the Server menu. This screen, which automatically refreshes itself every 10 seconds, displays the...
Server, if your system is behind a firewall that denies access to your Server. Fig. 1:2-15 Secure Access screen 2 - C ER 3.0 S ONFIGURING THE ERVER tion on the status of the top command...
1. After maintenance has been performed on the customer’s Server, select the active port number from the list box by clicking on it. ECHNOLOGIES NTERPRISE EPORTER DMINISTRATOR ECTION HAPTER 3.0 U ’ UIDE 2 - C ER 3.0 S ONFIGURING THE ERVER...
Update option is selected from the Server menu. This screen is used for updating the Server with software updates (patches) supplied by 8e6. Fig. 1:2-17 Software Update screen 2 - C ER 3.0 S ONFIGURING THE ERVER action removes the port number from the list box. ECHNOLOGIES 3.0 U...
(http://www.8e6technologies.com/patches/er.html) from 8e6’s Web site (see Fig. 1:2-18). 2. If patches are available for the ER 3.0, links to the files display in the “ER 3.0” section of the Web page. To down- load a patch to the Server, make a selection by clicking on the Name of the patch.
Page 54
DMINISTRATOR ECTION HAPTER Fig. 1:2-18 Software Updates for the ER 3.0 Software by selecting the Restart Software option on the Shut Down screen. A patch can be uninstalled by clicking the Undo button beside the patch in the Name column of the ER Patch History frame.
Network Settings screen. During the Hard- ware Restart process, files normally FTPed to the Server are routed to a problem directory in the logging device. ECHNOLOGIES NTERPRISE EPORTER DMINISTRATOR ECTION HAPTER 3.0 U ’ UIDE 2 - C ER 3.0 S ONFIGURING THE ERVER...
1. Click the radio button corresponding to the Server Action 2. Click the Apply button to display the warning screen. 3. To proceed with your selection, click the Restart or Shut- selected, the Server will take five to 10 minutes to reboot. After this time, you can go to another screen or log off.
2 - C ER 3.0 S DMINISTRATOR ECTION HAPTER ONFIGURING THE ERVER Database Menu The Database pull-down menu includes options for configur- ing the database. These options are: IP.ID, Elapsed Time, Tools, and Expiration. Fig. 1:2-20 Database menu, main screen User Name Identification screen The User Name Identification screen displays when the IP.ID...
Page 58
2 - C ER 3.0 S DMINISTRATOR ECTION HAPTER ONFIGURING THE ERVER Fig. 1:2-21 User Name Indentification screen with IP.ID activated 3.0 U ’ ECHNOLOGIES NTERPRISE EPORTER UIDE...
Page 59
Be sure the time zone specified for the ER 3.0 is the same for each Web access logging device the ER 3.0 uses. Failure in executing this setup will cause inconsistencies when users’...
2. Select one or more of the following options by clicking in the tion timeout options can be found in the sub-sections that follow. 3. In the IP/Machine/Username to ignore list boxes, enter 4. After making all necessary entries on this screen, click the 2 - C ER 3.0 S...
2. Make a selection from the pull-down menu to specify the timeout (3, 6, 9, or 12 hours). 3. An entry in the Replace IP with text label field is optional. This field is used for entering text that will replace the IP address of any machine that is not assigned to a specific user.
Web site, and the number of times the user accesses that site. Fig. 1:2-22 Page View Elapsed Time screen 2 - C ER 3.0 S ONFIGURING THE ERVER ECHNOLOGIES 3.0 U ’...
15 seconds, the user will have two sessions or three visits to that site logged for him/her (5 seconds = 1 visit, 15 seconds = 2 visits, for a total of 3 visits). ECHNOLOGIES 3.0 U ’...
• Daily Summary - This report shows the date range of summary tables currently in the database. 3. Click the to close the window. View Database Status Logs 1. Choose a database status log from the pull-down menu (db Combine, db Split, db Identify, Error Entries, or File Watch Log).
DMINISTRATOR ECTION HAPTER 2. Click the View button to view the selected database status 3. Click the Change Database Password Client application has already been configured. (Refer to the Client User Section, Chapter 1: Workstation Configuration, for more information.) The default username is manager and the default password is 8e6ReporT.
3. In the Verify 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. 4. Click the Change button to display the screen confirming that the password has been changed.
(See the Server Menu Backup screen section for information on establishing backup procedures, and backing up and restoring data on the ER 3.0 Server.) Expiration Screen Terminology The following terminology is used on the Expiration screen: •...
Server is automatically dropped (expired) from the database. Once data expires, it cannot be recovered. ECHNOLOGIES NTERPRISE EPORTER DMINISTRATOR ECTION HAPTER 3.0 U ’ UIDE 2 - C ER 3.0 S ONFIGURING THE ERVER...
• Total number of week(s) stored - the number of weeks • Current live data (yearweekno/date scope) - the range • Total number of live week(s) - the number of weeks 2 - C ER 3.0 S ONFIGURING THE ERVER live and archive data currently stored on the Server. The...
Page 71
The percentage that displays can be changed by entering and saving a different figure in the Percentage of live data field in the Change Settings section of this screen. ECHNOLOGIES NTERPRISE EPORTER DMINISTRATOR ECTION HAPTER 3.0 U ’ UIDE 2 - C ER 3.0 S ONFIGURING THE ERVER...
Page 72
• Estimated total week(s) of archive data - the number of • Estimated number of week(s) until next expiration - the 2 - C ER 3.0 S ONFIGURING THE ERVER hits on the Server per day, based on the last eight weeks of data stored on the Server.
Server, if necessary. To do so, follow steps 1 and 2 again. 3. Once you are satisfied with your results, click the Save button. As a result of your entries, the following occurs: •...
Page 74
If your Server is set up to store only live data, you will be able to store less data than if you store both live and archive data, since indexes require additional storage space. 2 - C ER 3.0 S ONFIGURING THE ERVER TIP: 8e6 recommends that you set up your Server to store ECHNOLOGIES 3.0 U...
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).
Client application to access data in the database via SQL searching, and filtering the database when processing a query database NOTE: Before you begin,verify that the CD-ROM includes TIP: If you wish to install a new release of the Client to replace ECHNOLOGIES 3.0 U ’ NTERPRISE EPORTER UIDE...
ME. • MYSQL ODBC FOR NT - ODBC driver for Windows 2000, NT 4.0, and XP. 3. With the folder of your choice opened, click the SETUP.EXE icon to open the Microsoft ODBC Setup window and dialog box: ECHNOLOGIES...
Page 78
5. From the list of Available ODBC Drivers, click on MySQL to ORKSTATION ONFIGURATION Fig. 2:1-2 Microsoft ODBC dialog box Fig. 2:1-3 Install Drivers dialog box highlight this selection, then click OK to copy files from the CD to your hard drive: Fig. 2:1-4 Copying Files dialog box ECHNOLOGIES 3.0 U...
Page 79
Fig. 2:1-6 Microsoft ODBC alert box 7. Click OK to close the alert box and to return to your desk- top. You can now install Microsoft Access Runtime. ECHNOLOGIES NTERPRISE EPORTER LIENT ECTION HAPTER 3.0 U ’ UIDE 1 - W ORKSTATION ONFIGURATION...
2. Click the button corresponding to Customize to open the ORKSTATION ONFIGURATION setup.exe icon to display the MS Access Runtime - Ready to Install dialog box: Fig. 2:1-7 Microsoft Access Runtime dialog box Installation Location dialog box: ECHNOLOGIES 3.0 U ’ NTERPRISE EPORTER UIDE...
Page 81
Fig. 2:1-8 Installation Location dialog box 3. At the Install Runtime field, specify the location where the application will be installed. The default path is C:\Program Files\Microsoft Office\ART\. TIP: 8e6 recommends that you create a folder named 8e6 SQL on your local “C” drive and install Access Runtime in this folder.
Download the Client 1. Go to http://www.8e6technologies.com/tools/er.html to ORKSTATION ONFIGURATION An alert box pops up with message to inform you when the installation is complete. top. access the Web page “Enterprise Reporter (ER) Tools: Upgrades/Tools.” ECHNOLOGIES 3.0 U ’ NTERPRISE EPORTER UIDE...
Page 83
2. In the Enterprise Reporter 3.0 section of the page, click on the link for the latest Reporter.exe file. 3. In the Save As popup window, save the file to your ma- chine, then close the popup window and the Web page.
Install the Client 1. If you saved the Reporter.exe file to your 2. Click Yes to open the dialog box for the self-extracting Zip 3. Click the Setup button to extract the contents of the file to ORKSTATION ONFIGURATION desktop, click on the Reporter.exe icon:...
Page 85
LIENT ECTION HAPTER ORKSTATION ONFIGURATION Fig. 2:1-13 Installation Wizard 4. Click the Next button to tell the Wizard to search your machine for pertinent files that were installed: Fig. 2:1-14 Searching for files 3.0 U ’ ECHNOLOGIES NTERPRISE EPORTER UIDE...
Page 86
6. Click Next to install the Client application on your machine: ORKSTATION ONFIGURATION select the folder in which the Client application will be installed: Fig. 2:1-15 Specify folder for Client installation Fig. 2:1-16 Installing the Client application ECHNOLOGIES 3.0 U ’ NTERPRISE EPORTER UIDE...
Page 87
Microsoft’s Scheduled Task Wizard. NOTE: For information on setting up the task scheduler, see Event Schedule in Chapter 3: Customizing the Client, and Appendix A: Scheduled Task Wizard. ECHNOLOGIES...
Page 88
NOTE: 8e6 recommends that you select the automatic report After clicking either the Next or Skip button in the Automatic Report Setup window, the Wizard indicates that the instal- lation is complete: Fig. 2:1-18 Installation complete ECHNOLOGIES 3.0 U ’ NTERPRISE EPORTER UIDE...
The login window displays when you access the Client: Fig. 2:1-19 Login window with unchanged Server address 2. Click the Admin Details button to open the Admin: Form popup box: ECHNOLOGIES NTERPRISE EPORTER LIENT ECTION HAPTER 3.0 U ’ UIDE 1 - W ORKSTATION ONFIGURATION...
Page 90
ODBC Information box: Fig. 2:1-21 Unchanged IP address and password “1.2.3.4” to the IP address of your ER 3.0 Server, entered in the LAN 1 IP field on the Network Settings screen of the Administrator GUI.
Page 91
NOTE: If you don’t know the IP address, contact the adminis- trator of your ER 3.0 Server. For more information about the IP address, see the Network Settings screen sub-section under the Network menu in the Administrator Section. 6. In the Database Password field, change the entry from “8e6ReporT”...
1. After downloading the new release of the 2. Click the Yes button to open the dialog box for the self- 3. Click the Setup button to extract the contents of the file to Fig. 2:1-22 Information alert box ORKSTATION...
Page 93
7. Follow the procedures documented in Install the Client to install the new version of the Client application. Be sure to update the Server address and password. ECHNOLOGIES NTERPRISE EPORTER LIENT ECTION HAPTER 3.0 U ’ UIDE 1 - W ORKSTATION ONFIGURATION...
This ensures that only the administra- tor will be able to modify server components. CCESSING THE LIENT TIP: Administrators who access the Client application for the ECHNOLOGIES 3.0 U ’ NTERPRISE EPORTER UIDE...
Otherwise, enter the administrator password. 2. Click the Change Admin Password button to display the Changing Admin Password dialog box: ECHNOLOGIES NTERPRISE EPORTER LIENT ECTION 3.0 U ’ UIDE 2 - A HAPTER CCESSING THE LIENT...
LIENT ECTION HAPTER 3. In the New Password field, enter an alphanumeric pass- 4. In the Again field, re-enter the password in the exact format 5. Click the OK button to accept your changes and to close 6. Click OK to close the alert box and to return to your desk-...
Page 97
3. The following fields can be viewed and edited, if necessary: • Windows DSN - case sensitive Data Source Name of the OBDC driver (default is mysqldrvr) • MySQL Hostname or IP - IP address of the ER 3.0 Server • MySQL Database Name - case sensitive database name (default is logdb) •...
Page 98
4. The next step differs depending on whether entries were installation are the username and password, and the IP address of the Server. Contact 8e6 Technologies customer service before changing the IP address from the one assigned the Client during installation.
NOTE: Manager usernames and passwords can be modified in the Admin: Form popup box of the Client, accessible via the Admin Details button. 3. Click the Login button to display the ER Server Information popup box: ECHNOLOGIES NTERPRISE...
Fig. 2:2-7 ER Server Information popup box Server Statistics The ER Server Information popup box contains details about data storage on the ER 3.0 Server. This popup box is com- prised of three frames: Date Scopes, ER Activity, and Expira- tion Info.
2. Click in the To date box, and enter the last date in the date range, in the M/D/YYYY or MM/DD/YYYY format. 3. Click the radio button corresponding to Hits By Day, Hits By Week, or Hits By Month. 4. Click the Draw Chart button to open a window that displays the chart of your selection.
Page 102
• Hits By Day - If you selected Hits By Day, each day within the date range is plotted on the graph, with the date (month, day, and year) labeled below. Fig. 2:2-8 Hits Per Day chart ECHNOLOGIES in the upper right corner of 3.0 U ’ NTERPRISE EPORTER UIDE...
Page 103
• Hits Per Month - If you selected Hits Per Month, each month within the date range is plotted on the graph, with the month and year labeled below. Fig. 2:2-10 Hits Per Month chart ECHNOLOGIES NTERPRISE EPORTER LIENT ECTION 3.0 U ’ UIDE 2 - A HAPTER CCESSING THE LIENT...
Page 104
Fig. 2:2-11 Client application main menu displays a menu of options for customizing the Client application: ECHNOLOGIES in the upper right 3.0 U ’ NTERPRISE EPORTER UIDE...
Client User Section of the User’s Guide. 3. Click the Server Statistics button to re-open the ER Server Information popup box. 4. Follow the steps in this sub-section for generating a chart.
IP address. activity by username. Web sites users accessed. activity by category groups, if category groups previously have been established. activity by user groups, if user groups previously have been established. ECHNOLOGIES 3.0 U ’ NTERPRISE EPORTER UIDE...
Log Out To log out of the Client application, click the Exit icon in the upper right corner of the browser window. ECHNOLOGIES NTERPRISE EPORTER LIENT ECTION 3.0 U ’ UIDE 2 - A HAPTER CCESSING THE LIENT...
3 - C LIENT ECTION HAPTER Chapter 3: Customizing the Client This chapter provides information on customizing the Client to generate reports based on your specified settings. Settings From the main menu, click the Settings button to open the Settings box that shows a menu of options for customizing the Client: Fig.
Navigation bar section. To view details on a scheduled event, or to edit, add, or delete a scheduled event, click the Event Schedule button in the Settings menu to open the Scheduled Events box: Fig. 2:3-2 Scheduled Events box ECHNOLOGIES NTERPRISE EPORTER...
3 - C LIENT ECTION HAPTER Click the box to exit this option. View Details or Edit a Scheduled Event In the Scheduled Events box, events display as rows of records. The following information is included for each record: Name assigned to the scheduled event, Interval when...
2. Click the Update button. This action opens an alert box with the message: “Event added to schedule”. 3. Click OK to close both the alert box and the Add Event to Schedule dialog box. 4. Click the Refresh button to display your edits in the Sched- uled Events box.
1. In the Scheduled Events box, click the Add Event button to 2. Enter a Name for the event. 3. Select the Report to Run from the pull-down menu. 4. Select the frequency When to Run from the pull-down 5. Enter the Start Time for the report.
To view details on a filter category, or to update or add a filter category, click the Category Descriptions button in the Settings menu to open the Category Information box: Fig. 2:3-5 Category Information box To exit this option, click Close. ECHNOLOGIES...
TIP: The selected record is designated by an arrow in the grey you wish to modify. This action opens the Add a New Category dialog box: Fig. 2:3-6 Update a Filter Category WARNING: While the Short Name can be edited, 8e6 ECHNOLOGIES 3.0 U...
TIP: Click Cancel to return to the Category Information box without saving your edits. 3. Click Update to accept your modifications and to open the alert box with the message: “Category Updated!” 4. Click OK to close both the alert box and the dialog box. The update you made displays in the Category Information box.
To create, edit, or delete a category group, click the Category Groupings button in the Settings menu to open the Category Group Setup box: Fig. 2:3-8 Category Group Setup box USTOMIZING THE LIENT TIP: Click Cancel to return to the Category Information box “New Category Added!”...
“Group added successfully!” 3. Click OK to close the alert box. NOTE: The category group you added also displays in the Group Name pull-down menu in the Group Definitions frame to the right.
LIENT ECTION HAPTER 3. In the New Name field, edit the category group name. Setup box without saving your modifications. 4. Click Ok to close the Group Rename dialog box and to 5. Click OK to close the alert box and to update the list box in Group Name pull-down menu in the Group Definitions frame to the right.
2. Click the Add To Group button to open the Add To Group popup box. 3. Select a category from the popup box by clicking on your choice to highlight it. 4. To select the next category from the list, press the Ctrl key on your keyboard, then use the mouse to click on the category to highlight it.
1. Select a category group from the Group Name pull-down 2. Select the category to be removed by clicking on your 3. Click the Delete Item button to display the alert box with the 4. Click OK to close the alert box and to remove the category...
To create, edit, or delete a user group, click the User Group- ings button in the Settings menu to open the User Group Setup box: Fig. 2:3-11 User Group Setup box The User Group Setup box is comprised of two frames used for setting up and maintaining user groupings: Group Infor- mation, and Group Definitions.
1. Select the user group from the list box by clicking on your 2. Click the Rename button to open the Group Rename 3. In the New Name field, edit the user group name. box without saving your modifications. 4. Click Ok to close the Group Rename dialog box and to 5.
“Group deleted successfully!” 3. Click OK to close the alert box. NOTE: The user group you deleted also is removed from the Group Name pull-down menu in the Group Definitions frame to the right.
USTOMIZING THE LIENT Fig. 2:3-13 Users in User Group popup box Each user entered for the user group displays as a sepa- rate record in this popup box. In the Record field at the...
Page 125
Fig. 2:3-14 Add Users to group TIP: To view a list of all users, go to the Individual Adds/ Removes frame and click the Show All button to display the list of users in the list box.
Page 126
LIENT ECTION HAPTER 3. Make entries in one of the three frames: users you would like to add/exclude to/from the group, you can bypass the step for showing all users and making your selections. To use this shortcut, enter the criteria in the Filter field along with the “%”...
Any users previously entered display in the list box in this frame. 2. Click on the user to highlight your selection. 3. Click the Delete Item button to remove the user from the user group and to display an alert box with the message: “Group deleted successfully!”...
User Permissions button in the Settings menu to open the User and Group Information box: Fig. 2:3-15 User and Group Information box Using the User and Group Information box, you can maintain the list of users and user groups set up to access the Client.
Page 129
Password dialog box: Fig. 2:3-16 Add User 2. Type in the Username. 3. Type in the alphanumeric Password in upper- and/or lowercase characters. Your entry displays as a series of asterisks for security purposes. 4. Type in the same characters in the Confirm Password field.
1. Select the User from the pull-down menu. If the user has 2. From the Add To Group pull-down menu, select the group 3. Click Go to open an alert box displaying the message: 4. Click OK to close the alert box and to display the group Remove User from a User Group 1.
2. From the Add To User pull-down menu, select the user to be added to the group. 3. Click Go to open an alert box displaying the message: “User added.” 4. Click OK to close the alert box and to display the user name in the list box above.
1. In the User and Group Information box, click the Edit User 2. Select the user from the Username pull-down menu: 3. In the Password field, clear the asterisks that display by 4. Press the Tab key on your keyboard to move to the Con- Information box without saving your entries.
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. Click OK to close the alert box. 5. Click the tion dialog box to close it.
To access your account, click the My Account button to open the My Account box: Fig. 2:3-19 My Account box Upon accessing My Account, any user group to which your username has been assigned (via the User Permissions option from the Settings menu) displays in the Groups list box.
2. Type in the Old Password. Your entry displays as a series of asterisks for security purposes. 3. Type in the alphanumeric New Password in upper- and/or lowercase characters. Your entry displays as a series of asterisks for security purposes.
Set New Defaults 1. Enter the maximum Page/Object Warning Limit for the 2. Enter the Default Top Value of records that will display on 3. Click the Save button to save your settings and to exit the USTOMIZING THE LIENT in the upper right corner of the Options box to exit query results.
(Category, Client, Site), and the type of items to be included in the search (Pages or Objects). ECHNOLOGIES NTERPRISE EPORTER LIENT in the upper right corner of the Specific Search 3.0 U ’ UIDE 4 - U ECTION HAPTER SING THE...
Space key. 2. Enter the last date in the range, using the format on your 3. Enter the beginning time using the HH:MM format (e.g. should not be entered, as they are static components of the Time fields. To clear an entry in a Time field, press the Back Space key.
Date and URL for each object matching the search criteria. A hyperlink to the object is included so you can visit that item. ECHNOLOGIES NTERPRISE EPORTER LIENT ECTION 3.0 U ’ UIDE 4 - U HAPTER SING THE LIENT...
Server will display. range that was specified, a message displays to inform you that these objects no longer exist on the Server. ECHNOLOGIES 3.0 U ’ NTERPRISE EPORTER UIDE...
This online report can be saved, viewed, printed, distributed, and/or captured for repetitive execution. More information on reporting options can be found throughout this chapter, and in Chapter 5: Reports. ECHNOLOGIES NTERPRISE EPORTER LIENT ECTION 3.0 U ’ UIDE 4 - U HAPTER SING THE LIENT...
Fig. 2:4-3 Categories report The top of the report screen displays the date range for the selected Date Scope, the type of data (Top or All) selected to Display, the navigation path for the current report view, and the report view selection made at the Reports field.
Monthly, Year to Date, Daily, Yesterday, Today, Month to Yesterday, Year to Yesterday. The range of dates within the specified scope displays above the Date Scope field. Reports can be run for any data saved in the ER 3.0’s memory. Fig. 2:4-4 Date Scope field 3.0 U ’...
Page 144
12/1/2002 to 1/31/2003. of days that includes the first day of the current year through today. box where you specify the range of days: Fig. 2:4-6 Entries for Daily option ECHNOLOGIES 3.0 U ’ NTERPRISE EPORTER UIDE...
Count, IP Count, User Count, Object Count, Page Count, Site Count, or Time Count. Each of these selections corresponds to an available column on the report screen. ECHNOLOGIES NTERPRISE EPORTER LIENT ECTION 3.0 U ’ UIDE 4 - U HAPTER SING THE LIENT...
If you are in the Users section of a specific category, the path would read “Category/Users.” By noting the path, you can easily locate the view again during the same session. SING THE LIENT ECHNOLOGIES 3.0 U ’ NTERPRISE EPORTER UIDE...
Clicking the Categories icon showing categories set up for your Web access logging device(s). ECHNOLOGIES NTERPRISE EPORTER LIENT ECTION returns you to a prior screen, if displays the report 3.0 U ’ UIDE 4 - U HAPTER SING THE LIENT...
Settings menu option. SING THE LIENT displays the report sorted by user IP displays the report sorted by displays the report sorted by ECHNOLOGIES displays the displays the report 3.0 U ’ NTERPRISE EPORTER UIDE...
Clicking the Save icon which you specify the output format for the report: ECHNOLOGIES NTERPRISE EPORTER LIENT ECTION returns you to the main menu. opens the Output To dialog box in 3.0 U ’ UIDE 4 - U HAPTER SING THE LIENT...
• the report displays in a window • the Double Break Information dialog box opens • the Generate Chart box opens SING THE LIENT ECHNOLOGIES , one of three actions 3.0 U ’ NTERPRISE EPORTER UIDE...
Print dialog box where you specify your printing options. To close this window, click the the window. ECHNOLOGIES NTERPRISE EPORTER LIENT ECTION in the upper right corner of 3.0 U ’ UIDE 4 - U HAPTER SING THE LIENT...
Top button. To include all records, click the All button. After making selections in this box, click OK to close the box and to view the report in a window. (See View, Print the Report for view/print options.) SING THE LIENT ECHNOLOGIES 3.0 U ’ NTERPRISE EPORTER UIDE...
After making your selection in this box, click Go to close the box and to view the report in a window. (See View, Print the Report for view/print options.) 3.0 U ’ ECHNOLOGIES NTERPRISE EPORTER...
Microsoft Outlook or Outlook Express, refer to Appendix B for information on how to configure Lotus Notes to work with the ER 3.0 Client. Clicking the E-mail icon box in which you enter the e-mail address(es) of the recipient(s) in the To field.
Page 155
NOTE: The report attached to the e-mail message will look like the report that is saved when using the Save option for Microsoft Excel, MS-DOS Text, Snapshot Format, or Rich Text Format. ECHNOLOGIES NTERPRISE EPORTER LIENT ECTION 3.0 U ’ UIDE 4 - U HAPTER SING THE LIENT...
Rich Text File (*.rtf). Click the Export button to open the Save File popup window to designate where the exported data will be saved. SING THE LIENT opens the Export To File box ECHNOLOGIES 3.0 U ’ NTERPRISE EPORTER UIDE...
Event Schedule option. NOTE: Information on using the Event Schedule option can be found in Chapter 3: Customizing the Client, in the Settings section, Event Schedule sub-section. In order for the report to run as scheduled, the Client must be closed. The Client will automati- cally open and generate the report at the scheduled time, and then close after completing the task.
Monthly. If you choose Daily or Monthly, you must specify the date range in the From Date and To Date fields. found in this chapter, in the Date Scope sub-section. SING THE LIENT NOTE: More information on Date Scope entries can be ECHNOLOGIES 3.0 U ’ NTERPRISE EPORTER UIDE...
Page 159
Type from the pull-down menu. Type in the e-mail address(es) of the recipient(s) in the To field. If necessary, enter e-mail critieria in the following fields: Cc, Bcc, Sub- ject, Body. ECHNOLOGIES NTERPRISE EPORTER LIENT ECTION 3.0 U ’ UIDE 4 - U HAPTER SING THE LIENT...
Fig. 2:4-18 Save as Custom Report dialog box Enter the report name in the Save Name field, and then enter a Description for the report. SING THE LIENT NOTE: If the Save Name you entered has already been ECHNOLOGIES 3.0 U ’ NTERPRISE EPORTER UIDE...
Page 161
Type from the pull-down menu. Type in the e-mail address(es) of the recipient(s) in the To field. If necessary, enter e-mail critieria in the following fields: Cc, Bcc, Sub- ject, Body. ECHNOLOGIES NTERPRISE EPORTER LIENT ECTION 3.0 U ’ UIDE 4 - U HAPTER SING THE LIENT...
By clicking the Record icon on the main menu, the Open a custom report box opens: Fig. 2:4-19 Open a custom report box SING THE LIENT NOTE: If the Save Name you entered has already been ECHNOLOGIES 3.0 U ’ NTERPRISE EPORTER UIDE...
Page 163
Edit Report. After making your modifications, click Update to open the alert box: “Cus- tom Report has been updated”. Click OK to close the alert box. To generate the custom report now, click Run Report. 3.0 U ’ ECHNOLOGIES NTERPRISE EPORTER...
The column for the current report type does not display and therefore cannot be selected. Fig. 2:4-21 “Count” columns SING THE LIENT ECHNOLOGIES 3.0 U ’ NTERPRISE EPORTER UIDE...
Page 165
On this screen, you have the option to include Information columns for Category, User, IP, and Site by clicking in the checkboxes. ECHNOLOGIES NTERPRISE EPORTER LIENT ECTION 3.0 U ’ UIDE 4 - U HAPTER SING THE LIENT...
Page 166
Web activity is detected. If that Web page contains an active banner ad that refreshes the page every 10 to 30 seconds, ECHNOLOGIES 3.0 U ’ NTERPRISE EPORTER UIDE...
To de-select all items, click the DeSelect All button. To include a record, click in the checkbox to add a check mark. To include all records, click the Select All button. ECHNOLOGIES NTERPRISE EPORTER LIENT ECTION 3.0 U ’ UIDE 4 - U HAPTER SING THE LIENT...
In the order in which they display on the screen, clicking these buttons moves you to the first record, the record prior to the selected record, the record following the selected record, and the last record. SING THE LIENT ECHNOLOGIES 3.0 U ’ NTERPRISE EPORTER UIDE...
2. Specify the Date Scope: Month to Date, Monthly, Year to Date, Daily, Yesterday, Today, Month to Yesterday, or Year to Yesterday. 3. At the Reports (or Report Layout) field, select a report type from the pull-down menu. 4. If necessary, do any of the following, in any order: •...
HAPTER client instead of Microsoft Outlook or Outlook Express, refer to Appendix B for information on how to configure Lotus Notes to work with the ER 3.0 Client. Report Formats Reports in the standard report format are available for all...
Totals for each section display, followed by a Grand Total at the end of the report. The footer displays Fig. 2:4-23 Standard report format 3.0 U ’ ECHNOLOGIES NTERPRISE...
Filter settings, and username of the user login ID (Generated by). Fig. 2:4-24 Pie Chart report format SING THE LIENT ECHNOLOGIES 3.0 U ’ NTERPRISE EPORTER UIDE...
The footer displays the date and time the report was gener- ated, the page number and range of pages in the report, selected Filter settings, and username of the user login ID (Generated by). Fig. 2:4-25 Bar Chart report format 3.0 U ’ ECHNOLOGIES NTERPRISE EPORTER...
HAPTER Chapter 5: Reports 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. Categories Reports Reports in this group are used for analyzing activity in catego- ries set up to be monitored.
Totals are included for each IP address in the list. Totals display for each Category, and the Grand Total for all categories displays at the end of the report. Fig. 2:5-2 Category/IPs report 3.0 U ’ ECHNOLOGIES NTERPRISE EPORTER...
The Category/Users report is broken out by category, with each category showing Count column Totals for all users. Category Count Totals display for each category, and the Grand Total for all categories displays at the end of the report. Fig. 2:5-3 Category/Users report EPORTS ECHNOLOGIES 3.0 U ’...
Totals are included for each site in the list. Totals display for each Category, and the Grand Total for all catego- ries displays at the end of the report. Fig. 2:5-4 Category/Sites report 3.0 U ’ ECHNOLOGIES NTERPRISE EPORTER...
The IPs report shows an itemized list of all IP addresses with totals in the Count columns. The sum of all Totals displays at the end of the report. Fig. 2:5-5 IPs report EPORTS ECHNOLOGIES 3.0 U ’ NTERPRISE EPORTER UIDE...
Count column Totals are included for each category in the list. Totals display for each IP address, and the Grand Total for all IP addresses displays at the end of the report. Fig. 2:5-6 IP/Categories report 3.0 U ’ ECHNOLOGIES NTERPRISE EPORTER...
Count column Totals. IP Count Totals display for each IP address, and the Grand Total for all IP addresses displays at the end of the report. Fig. 2:5-7 IP/Users report EPORTS ECHNOLOGIES 3.0 U ’ NTERPRISE EPORTER UIDE...
Totals are included for each site in the list. IP Count Totals display for each IP address, and the Grand Total for all IP addresses displays at the end of the report. Fig. 2:5-8 IP/Sites report 3.0 U ’ ECHNOLOGIES NTERPRISE...
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. The sum of all Totals displays at the end of the report. Fig. 2:5-9 Users report EPORTS ECHNOLOGIES 3.0 U ’ NTERPRISE EPORTER UIDE...
Count column Totals are included for each category in the list. User Count Totals and the Grand Total display at the end of the report. Fig. 2:5-10 User/Categories report 3.0 U ’ ECHNOLOGIES NTERPRISE EPORTER...
The Users/IPs report is broken out by user, with each user showing Count column Totals. User Count Totals and the Grand Total display at the end of the report. Fig. 2:5-11 User/IPs report EPORTS ECHNOLOGIES 3.0 U ’ NTERPRISE EPORTER UIDE...
Count column Totals are included for each site in the list. User Count Totals display for each user, and the Grand Total for all users displays at the end of the report. Fig. 2:5-12 User/Sites report 3.0 U ’ ECHNOLOGIES NTERPRISE EPORTER...
The Sites report shows an itemized list of all sites visited with totals in the Count columns. The sum of all Totals displays at the end of the report. Fig. 2:5-13 Sites report EPORTS ECHNOLOGIES 3.0 U ’ NTERPRISE EPORTER UIDE...
Count column Totals are included for each site in the list. Site Count Totals display for each site, and the Grand Total for all sites displays at the end of the report. Fig. 2:5-14 Site/Categories report 3.0 U ’ ECHNOLOGIES NTERPRISE EPORTER...
Site Count Totals display for each site ad- dress, and the Grand Total for all site addresses displays at the end of the report. Fig. 2:5-15 Site/IPs report EPORTS ECHNOLOGIES 3.0 U ’ NTERPRISE EPORTER UIDE...
Count column Totals for all users who visited that site. Site Count Totals display for each site, and the Grand Total for all sites displays at the end of the report. Fig. 2:5-16 Site/Users report 3.0 U ’ ECHNOLOGIES NTERPRISE...
Reports can be generated in stan- dard, pie chart, or bar chart formats. Fig. 2:5-17 User Groups report EPORTS ECHNOLOGIES 3.0 U ’ NTERPRISE EPORTER UIDE...
Server, a warning message displays to inform you that if you wish to proceed, the report will take a longer amount of time to generate. Fig. 2:5-18 Objects report screen 3.0 U ’ ECHNOLOGIES NTERPRISE...
Page 192
As with all other reports, in addition to the View and Print options, the following other options are available for Page/ Object reports: Save, E-mail, Export, and Record. Fig. 2:5-19 Objects report EPORTS ECHNOLOGIES 3.0 U ’ NTERPRISE EPORTER UIDE...
ECHNICAL ARRANTIES Technical Support For technical support, visit 8e6 Technologies’s Technical Support Web page at http://www.8e6technologies.com/ techsupport/index.html, or contact us by phone, by e-mail, or in writing. Hours Regular office hours are from Monday through Friday, 8 a.m. to 5 p.m. PST.
Product Warranties Standard Warranty 8e6 Technologies warrants the medium on which the 8e6 product is provided to be free from defects in material and workmanship under normal use for period of one year (the “Warranty Period”) from the date of delivery. 8e6 Technolo- gies’...
UPPORT RODUCT Technical Support and Service 8e6 Technologies will provide initial installation support and technical support for up to 90 days following installation. 8e6 Technologies provides after-hour emergency support to 8e6 server customers. An after hours technician can be reached by voice line.
Extended Technical Support and Service Extended technical support is available to customers under a Technical Support Agreement. Contact 8e6 Technologies during normal business hours, 8 a.m. to 5 p.m. PST, at (888) 786-7999, or if outside the United States, call 1+(714) 282- 6111.
Follow these steps to set up a report to run at a scheduled time: 1. From the taskbar of your machine, go to Start > Settings > ECTION NOTE: See Event Schedule in Chapter 3: Customizing the Control Panel to open the Control Panel window: ECHNOLOGIES 3.0 U ’...
Page 199
PPENDICES ECTION PPENDIX Fig. 4:1-1 Control Panel window 2. Choose Scheduled Tasks to open the Scheduled Tasks window: Fig. 4:1-2 Scheduled Tasks window 3.0 U ’ ECHNOLOGIES NTERPRISE EPORTER UIDE...
Page 200
PPENDICES ECTION PPENDIX 3. Click Add Scheduled Task to launch the Scheduled Task 4. Click Next to display the list box showing available applica- 5. Choose Scheduled Reports, and then click Next to Wizard: Fig. 4:1-3 Scheduled Task Wizard, 1st frame tions that can be run: Fig.
Page 201
Fig. 4:1-6 Scheduled Task Wizard, 4th frame 7. Specify criteria regarding the time the task will be per- formed, and then click Next to display text boxes for user criteria: ECHNOLOGIES NTERPRISE EPORTER 3.0 U ’ UIDE PPENDICES ECTION PPENDIX...
Page 202
Click Finish to close the Wizard. a. If you clicked in the checkbox for advanced properties, upon clicking Finish the dialog box for the scheduled task opens: ECHNOLOGIES 3.0 U ’ NTERPRISE EPORTER UIDE...
Page 203
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. 4:1-10 Dialog box, Schedule tab ECHNOLOGIES NTERPRISE EPORTER 3.0 U ’ UIDE PPENDICES ECTION PPENDIX...
Page 204
The task can be deleted by selecting the icon for the task from this window, and then deleting the icon. ECHNOLOGIES 3.0 U ’ NTERPRISE EPORTER UIDE...
Making these configurations ensures that e-mail reports sent from the ER 3.0 Client are transported via the MAPI client in Outlook Express directly to the IP Address of the Lotus Domino e-mail server. This setup avoids any delays or “hung”...
1. Open Internet Explorer. 2. Go to Tools > Internet Options > Programs tab. 3. Check your “E-mail” and “Newsgroups” settings to make NOTE: Check with your System Administrator if you are plorer e-mail client wizard, be sure the e-mail address is set to the “Internet address”...
Backup screen 41 Bar Chart report 173 Box Mode screen 27 button, terminology 16 Categories icon 147 Categories reports 174 Category Descriptions button 113 category group add additional groups 119 how to add 117 ECHNOLOGIES NTERPRISE EPORTER 3.0 U ’ UIDE NDEX...
Page 208
Database Menu 57 database status logs 64 Date Scope ER Server Information 100 Expiration screen 67 indexed 100 objects 101 usage in reports 143 Default Options button 136 Deselect All button 167 diagnostic reports 64 ECHNOLOGIES NTERPRISE EPORTER 3.0 U ’ UIDE...
Page 209
FTP (File Transfer Protocol) 19, 43, 45, 46, 55 generate automatic reports 87 ER activity charts 101 static table of IP addresses, machine names 61 generate a report 169 Generate Chart box 153 ECHNOLOGIES NTERPRISE EPORTER 3.0 U ’ UIDE NDEX...
Page 210
Manual Backup button 44 Manual Restore button 46 MS Access Runtime 12, 76, 80 My Account button 133 change password 135 MySQL 11, 12, 56, 77, 78, 90, 97 NAS (Network Attached Storage) 12 ECHNOLOGIES NTERPRISE EPORTER 3.0 U ’ UIDE...