8e6 Technologies 3, User Manual

Page 1: ...8e6 Enterprise Reporter 3 0 USER S GUIDE ...

Page 2: ......

Page 3: ...ies makes no warranties with respect to this documentation and disclaims any implied warranties of merchantability and fitness for a particular pur pose 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 The information in this documentation is subject to change wit...

Page 4: ...onventions 15 Terminology 16 ADMINISTRATOR SECTION 19 Introduction 19 Chapter 1 Accessing the Server 20 Preliminary Network Settings 20 Procedures for Accessing the Server 20 Procedures for Logging On Off the Server 21 Log On 21 Logging on the First Time 21 Specify the Server s function 22 Set up an Administrator Login ID 23 Log Off 24 Chapter 2 Configuring the ER 3 0 Server 25 Administrator GUI 2...

Page 5: ...r 37 Network Diagnostics screen 37 Ping 38 Trace Route 39 Server Menu 41 Backup screen 41 Backup Procedures 42 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 48 Remove Recipient from E mail Notifica...

Page 6: ...ew Diagnostic Reports 65 View Database Status Logs 65 Change Database Password 66 Expiration screen 67 Expiration Screen Terminology 68 Expiration Rules 69 View Data Storage Statistics 70 Change Data Storage Settings 73 CLIENT USER SECTION 75 Introduction 75 Chapter 1 Workstation Configuration 76 Installation Components 76 Install the ODBC Driver 77 Install Microsoft Access Runtime 80 Download and...

Page 7: ... an Event 112 Delete a Scheduled Event 113 Category Descriptions 113 View Details for a Filter Category 114 Update a Filter Category 114 Add a Filter Category 115 Category Groupings 116 Group Information frame 117 Add a Category Group 117 Rename a Category Group 117 Delete a Category Group 118 Group Definitions frame 119 Add Categories to a Category Group 119 Delete a Category from a Category Grou...

Page 8: ...4 Change Password 135 Default Options 136 Set New Defaults 136 Chapter 4 Using the Client 137 Specific Search Function 137 Specify Time Frame for the Search 138 Specify Type of Search to be Performed 139 Specify Items to be Searched View Results 139 Warning Messages 140 Page Search 140 Object Search 140 View Additional Information 141 Report Screen Elements 142 Date Scope 143 Display button 145 Se...

Page 9: ... 160 Open a Recorded Report 162 Filters 164 Columns 164 Select All Deselect All buttons 167 Records 168 Generate a Report 169 Report Formats 170 Standard report 171 Pie Chart report 172 Bar Chart report 173 Chapter 5 Reports 174 Categories Reports 174 Categories 174 Category IPs 175 Category Users 176 Category Sites 177 IPs Reports 178 IPs 178 IP Categories 179 IP Users 180 IP Sites 181 Users Repo...

Page 10: ...upport Procedures 194 Product Warranties 195 Standard Warranty 195 Technical Support and Service 196 Extended Warranty optional 197 Extended Technical Support and Service 197 APPENDICES SECTION 198 Appendix A 198 Scheduled Task Wizard 198 Steps for Scheduling a Task 198 Appendix B 205 Lotus Notes Configuration 205 Steps for Former MS Outlook Express Users 205 Steps for Installing and Configuring L...

Page 11: ...from 8e6 Technologies is designed to readily obtain this information giving the user the ability to interrogate massive datasets through flexible drill down technology until the desired view is obtained This view can then be memorized and saved to a user defined report menu for repetitive scheduled execution and distribu tion Operations In simplified terms the ER 3 0 operates as follows the ER 3 0...

Page 12: ...S devices Software Linux OS Graphical User Interface GUI application utilized by authorized administrators to configure and maintain the ER 3 0 Server 8e6 Technologies proprietary programs for processing and organizing files transferred via Web access logging device s MySQLdatabase MSAccess Runtime 8e6Technologies proprietary application employed by report users for generating views and reports ...

Page 13: ...e the following 450 MHz CPU 256 MB RAM 1024 x 768 display 1 GB free hard drive space 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 Client workstation s ...

Page 14: ...ministrator GUI application Client User Section This section includes information on configuring and using the Client application Tech Support Product Warranties Section This section contains information on technical support and product warranties Appendices Section AppendixAprovides information on using the Scheduled Task Wizard to schedule a report to be generated at a specified time Appendix B ...

Page 15: ...y italicized text providing additional information about the current topic TIP The tip icon is followed by italicized text giving you hints on how to execute a task more efficiently 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 ...

Page 16: ... selected in a list When displayed as a button the arrow is static By clicking on this button depending on the direction of the arrow the previous item or the next item in a list displays or is selected button an object in a dialog box window or screen that can be clicked with your mouse to execute a command checkbox a small square in a dialog box window or screen used for indicating whether or no...

Page 17: ...as fields text boxes list boxes buttons radio buttons and or tables Objects within a frame belong to a specific function or group Aframe often is labeled to indicate its function or purpose icon a small image in a dialog box window or screen that can be clicked This object can be a button or an executable file list box an area in a dialog box window or screen that accommodates and or displays entr...

Page 18: ... you selected the option When the circle is empty the option is not selected screen a main object of an application that dis plays across your monitor Ascreen can contain windows frames fields tables text boxes list boxes icons buttons and radio buttons table an area in a window or screen that contains items previously entered or se lected text box an area in a dialog box window or screen that acc...

Page 19: ...efined in the four page Quick Start Guide leaflet packaged with the ER 3 0 Server provides a suitable environment for the Server including highspeed FileTransferProtocol FTP linktothe current logging device powerconnectionprotectedbyanUninterruptible PowerSupply UPS highspeedaccesstotheServerbyauthorizedClient workstations adds new administrators sets up administrators for receiving automatic aler...

Page 20: ...o you Procedures for Accessing the Server WARNING Once you turn on the Server DO NOT interrupt the initial boot up process This process may take from five to 10 minutes per drive If the process is interrupted damage to key files may occur When the Server is fully booted any workstation on the network that can access the Server s IP address set up during Quick Start procedures will be able to commu...

Page 21: ...l User Name and Password 2 Click OK to close the login dialog box and to go to the main screen of theAdministrator GUI NOTE When logging on the Server for the first time the main screen displays with a message as shown in the example in Logging on the First Time Follow the directions in this sub section before proceeding If you are logging on during a subsequent session the main screen displays as...

Page 22: ...vertofunctioninthe live mode receivingandprocessingrealtimedatafromthe Web access logging device chooseArchiveifyouwishtheServertofunctionin the archive mode solelyasareceptacleforhistorical archivedfiles Inthismode old filesplacedonthe ServercanbeviewedusingtheClientreportingapplica tion 2 Click Apply to confirm your selection The mode you specify will immediately be in effect Fig 1 1 1 Administr...

Page 23: ... 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 1 At the Network pull down menu choose Administrators to display theAdd Edit DeleteAdministrators screen where you will set up your user name and password Fig 1 1 2 Add Edit Delete Adminis...

Page 24: ... each character entered 5 In the Confirm Password field re enter the password in the exact format used at the Password field An asterisk displays for each character entered at this field 6 Click the Save button Log Off To log off the Administrator GUI click the in the upper right corner of the browser window to close the window Exiting the Administrator GUI will log you off the Server but will not...

Page 25: ...ator GUI displays in your Web browser The Administrator GUI is used for configuring and maintain ing the ER 3 0 Server Settings made in theAdministrator GUI affect the Client reporting application On the main screen of the Administrator GUI there are three menus Network Server and Database Each menu contains options from which you make selections to access screens used for configuring your Server ...

Page 26: ...he Network Menu section in this chapter TIP When making a complete configuration of the Server 8e6 Technologies recommends you navigate from left to right Net work to Server to Database in choosing your menu options Network Menu The Network pull down menu includes options for setting up and maintaining components to be used on the Server s network These options are Box Mode Administrators Network ...

Page 27: ... the box mode displays on the screen you can view the current mode set for the Server and can change this setting if necessary LiveMode Once your Server is configured and the Server box is set in the live mode it will receive and process real time data from the Web access logging device The Client reporting applica tion can then be used to capture data and create views ArchiveMode In the archive m...

Page 28: ...ton corresponding to Live or Archive to specify the mode in which the Server should function 3 Click the Apply button to confirm your selection The new mode will be in effect after the Server is restarted NOTE After applying the box mode setting you must restart the Server by selecting the Restart Hardware option on the Shut Down screen See the Shut Down sub section under the Server menu section i...

Page 29: ...elected from the Network menu This screen is used for viewing adding editing and deleting the login ID of personnel authorized to configure the Server For security purposes administrators should be the first users set up on the Server TIP 8e6 recommends adding an alternate login ID prior to editing or deleting the default login ID By doing so if one login ID fails you have another you can use Fig ...

Page 30: ...administrator s name 3 In the Password field enter up to eight characters for the administrator s password The entry in this field is alphanu meric and case sensitive For security purposes an aster isk displays for each character entered in this field 3 In the Confirm Password field re enter the password in the exact format used in the Password field An asterisk displays for each character entered...

Page 31: ... administrator s login ID information populates the fields click the Delete button to remove the administrator s user name from the choices in the pull down menu Network Settings screen The Network Settings screen displays when the Network Setting option is selected from the Network menu This screen is used for setting up IP addresses so the Server can communicate with your system Fig 1 2 5 Networ...

Page 32: ...nyourLocalAreaNetwork LAN1 IntheNetmaskfield enterthenetmaskthatwilldefine the traffic designated for the LAN IntheGatewayIP field entertheIPaddressforthe defaultrouterthatwillbethemaingatewayfortheentire network segment IntheFirstDNSIPfield entertheIPaddressofthe primaryDomainNameSystem nameserver The ServerboxwillusethisIPaddresstoidentifyotherIP addressesonthesystem includingitsownIPaddress Int...

Page 33: ...nd maintaining a list of routers network destination and gateway IP addresses the Server will use for communicating with other segments of the net work You will only need to set up a routing table if your local network is interconnected with another network ViewaListofRouters Each router that was configured in the routing table displays as a separate row in the table The IP address and subnet mask...

Page 34: ...nsferred to and from the Internet 4 Click the Add button to include your entry in the table If you have another router to add follow steps 1 4 5 After you have entered all routers click the Apply button to display the confirmation screen indicating that your up dated routing table is now being applied to theAdministra tor GUI 6 Click the Back button on the confirmation screen to return to the Rout...

Page 35: ...ed for specifying the time zone and network time to be used by the Server when generating reports via the Client application SpecifytheTimeZone 1 At the Region pull down menu select your country from the available choices 2 If necessary at the Location pull down menu select the time zone for the specified region Aselection from this menu is required if your Server is located in the United States o...

Page 36: ... will use the actual time from clocks at the IP addresses you ve specified 1 Enter or edit an IP address in each appropriate field IntheServer1field entertheIPaddressoftheprimary NTPservertobeusedforclocksettingsonyourServer IntheServer2field entertheIPaddressofthesecond aryNTPserver Thetimefromthisserverwillbeusedby yourServeriftheIPaddressfortheprimaryserverfails tobeaccessedbyyourServer IntheSe...

Page 37: ...o access click the NTP Update button to synchronize the clock on your Server with the NTP server clocks Network Diagnostics screen The Network Diagnostics screen displays when the Diagnos tics option is selected from the Network menu This screen is used to help you identify and resolve problems with your network configuration using the ping and trace route utility tools Fig 1 2 8 Network Diagnosti...

Page 38: ...twork connection 1 In the Ping frame enter the IP address or host name of the specific Internet address to be contacted pinged 2 Click the Ping button to display the results found by the Server as shown on the sample screen 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 t...

Page 39: ...s not able to help you diagnose the prob lem with your network configuration you should use the trace route utility This diagnostic tool records each hop trip from one router to another the data packet made identifying the IP addresses of gateway computers where the packet stopped en route to its final destination and the length of time of each hop NOTE The trace route utility can be used after yo...

Page 40: ...ch line in the report the hop number displays followed by the IP address or host name the IP address in parentheses and the maximum minimum and average response time in milliseconds TIP To trace another IP address click the Back button in your browser window then click the Clear button in the Trace Route frame and follow the procedures documented in this sub section Fig 1 2 10 Trace Route results ...

Page 41: ...ons are Backup Self Monitoring Server Status Secure Access Software Update and Shut Down Backup screen The Backup screen displays when the Backup option is selected from the Server menu This screen is used for setting up the password for the remote server s FTP account for executing an immediate backup on the ER 3 0 Server and for performing a restoration to the database from the previous backup r...

Page 42: ...licy to ensure data integrity and continuity in the event of any possible failure scenario 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 In general recovery plans involve i restoring the most recent backup of the database and ii restoring raw logs to fill in the gap between...

Page 43: ...m the most recent remote backup and repro cess raw logs up to the current date and time As you can see it is critical that raw logs are available to bridge the gap between the last database backup and the present time and more frequent backups local and remote result in less catch up time required for reprocessing raw logs Setup EditExternalBackupFTPPassword In order to back up the ER 3 0 Server s...

Page 44: ...ttery fails Rolling blackout If your facility is subjected to rolling blackouts and a blackout is scheduled during the time of your daily backup you should back up your data before the blackout period when the ER 3 0 Server will be down Expiration about to occur If a data expiration is about to occur you might want to back up your data before losing the oldest data on the ER 3 0 Server prior to th...

Page 45: ...ckup is complete The time it will take to complete the backup depends on the size of all tables being saved PerformaRemoteBackup After executing the manual backup a remote backup can be performed on your remote server NOTE Before beginning this FTP process be sure you have enough space on the remote server for storing backup data The required space can be upwards of 200 gigabytes 1 Log in to your ...

Page 46: ...erform these steps on the remote server 1 Load the backup data on your remote server 2 Log in to your FTP account 3 FTP the backup data to the ER 3 0 Server s internal backup drive On the ER 3 0 Server s Backup screen 1 Click the Manual Restore button in the Internal Backup RestoreAction frame to specify that you wish to overwrite data on the live ER 3 0 Server with data from the previous internal...

Page 47: ... addresses of contacts who will receive automated notifications if problems occur with the network Possible alerts include situations in which a daemon stops running software fails to run corrupted files are detected or a power outage occurs As the administrator of the Server you have the option to either activate or deactivate this feature When the self monitoring feature is activated an automate...

Page 48: ...s in any of these four fields are optional 4 If e mail addresses were entered in any of the four optional e mail address fields click in the Choice one Choice four checkboxes corresponding to the e mail address es 5 Click the Save button to activate self monitoring RemoveRecipientfromE mailNotificationList 1 To stop sending emergency notifications to an e mail address set up in the list remove the...

Page 49: ...Server menu This screen which automatically refreshes itself every 10 seconds displays the statuses of processes currently running on the Server and provides information on the amount of space and memory used by each process ViewtheStatusoftheServer The Product Version number of the software displays at the top of the screen Status information displays in the following sections of this screen Fig ...

Page 50: ...es data on the status of each drive of the operating system NETSTAT displays the status of a local IP address Secure Access screen The Secure Access screen displays when the SecureAccess option is selected from the Server menu This screen is primarily used by 8e6 technical support representatives to perform maintenance on your Server if your system is behind a firewall that denies access to your S...

Page 51: ...ted port to access their Server enter that number at the Port field 2 Click the Start button to activate the port This action enters the port number in the list box above replacing the text No connection TIP Follow steps 1 2 to activate additional ports TerminateaPortConnection 1 After maintenance has been performed on the customer s Server select the active port number from the list box by clicki...

Page 52: ...nections If more than one port is currently active on the customer s Server and you need to terminate all port connections click the Stop All button This action removes all port numbers from the list box Software Update screen The Software Update screen displays when the Software Update option is selected from the Server menu This screen is used for updating the Server with software updates patche...

Page 53: ...y 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 3 In the SaveAs popup window save the patch to a desig nated folder on the Server then close the popup window and the Web page InstallaPatch WARNING Before installing a patch you must shut off the Server s software by selecting the Shutdown Software option on the Shut Do...

Page 54: ... ER 3 0 SERVER NOTES After installing the patch you must restart the 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 Fig 1 2 18 Software Updates for the ER 3 0 ...

Page 55: ...ardware ServerActionSelections Restart the Server s Hardware The Restart Hardware option should be selected if the Server box needs to be rebooted for example when applying certain hardware configurations You will need to use this option if the box mode has been changed or after an IP address has been entered in the Network Settings screen During the Hard ware Restart process files normally FTPed ...

Page 56: ... if daemons fail to run and or the database needs to be started again When this option is selected the MySQLdatabase is rebooted Shut Down the Server s Software The Shutdown Software option should be selected if a patch needs to be installed on the Server When the Shutdown Software option is selected the MySQLdatabase shuts off and no files are FTPed to the Server PerformaServerAction 1 Click the ...

Page 57: ...ime Tools and Expiration User Name Identification screen The User Name Identification screen displays when the IP ID option is selected from the Database menu This screen is used for configuring the Server to identify users based on the IP addresses of their machines their usernames and or their machine names Information set up on this screen is used by the Client when logging a user s Internet ac...

Page 58: ...58 8E6 TECHNOLOGIES ENTERPRISE REPORTER 3 0 USER S GUIDE ADMINISTRATOR SECTION CHAPTER 2 CONFIGURING THE ER 3 0 SERVER Fig 1 2 21 User Name Indentification screen with IP ID activated ...

Page 59: ...are using there may not be a configuration parameter for segment settings 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 logging times are reported especially if IP ID is activated If multiple Web access logging devices are used be sure to identify the subnets assign...

Page 60: ...e network via the Microsoft username lookup file 2 Select one or more of the following options by clicking in the designated checkbox es IP ID logauser sactivitybyusername loginID StaticIPassignment logauser sactivitybytheIP addressofthemachineused Identificationtimeout specifytheamountoftimethe ServerwillexpendinreconcilingausernamewiththeIP addressofthemachineused NOTE More about the Static IP a...

Page 61: ...entifica tion screen TIP Save this selection before exiting this screen IdentificationTimeout 1 Click in the Identification timeout checkbox to select the option for specifying the amount of time the Server will expend in reconciling a username with the IP address of the machine used 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 wi...

Page 62: ...ble 2 Click the Save button Page View Elapsed Time screen The Page View Elapsed Time screen displays when the Elapsed Time option is selected from the Database menu This screen is used for establishing the value amount of time that will be used when tracking the length of a user s stay at a given Web site and the number of times the user accesses that site Fig 1 2 22 Page View Elapsed Time screen ...

Page 63: ...t site is equivalent to the value entered at the Elapse Time field or less than that value For example if the value entered at the Elapse Time field is 10 seconds and if the user is at a site between one to 10 seconds on the same page or on any other page within the same site the user s activity will be tracked as one visit to that Web site Each time the user exceeds the value entered at the Elaps...

Page 64: ...her 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 Tools screen The Tools screen displays when the Tools option is selected from the Database menu This screen is used for viewing reports and logs to help you troubleshoot problems with the Client application and also is used for changing the da...

Page 65: ...ainsalistofClienttable names andcolumnsofstatisticsoneachtable suchas type size numberofrows andtimecreatedandup dated ProcessList ThisreportshowsalistofcurrentSQL queriesinthedatabase inanabbreviatedformat FullProcessList Thisreportshowsalistofcurrent SQLqueriesinthedatabase inthefullformatthat includesallcolumnsofdata Tables Thisreportcontainsalistofthenamesoftables currentlyinthedatabase DailyS...

Page 66: ...popup window to close the window ChangeDatabasePassword NOTE You can only change the database password if the 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 1 In the Old Password field enter the password previously set up for accessing the ...

Page 67: ...ew 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 5 Click the Back button of the browser window to return to the Tools screen Expiration screen The Expiration screen displays when the Expiration option is selected from the Database menu This screen shows Fig 1 2 24 Expiration...

Page 68: ...nd restoring data on the ER 3 0 Server ExpirationScreenTerminology The following terminology is used on the Expiration screen Live pertains to indexed data on the hard drive of the Server for the most recent weeks the period designated as live Indexed data includes pages and objects that were accessed by users on the Internet as well as the indexes for these items When setting up the Server to sto...

Page 69: ...the oldest week of non indexed data expires ExpirationRules The administrator of the Server specifies the number of weeks of data that will be stored on the Server based on the storage capacity of the hard drive and the number of hits on the Server After inputting the percentage of live data to be stored the Server translates that figure into the equivalent of weekly time periods for live and or a...

Page 70: ...4 hours using the HH MM SS time format Total number of week s stored the number of weeks represented in the total data date scope Current live data yearweekno date scope the range of dates and times of live data currently stored on the Server The first line displays the range of year s and weeks in the YYYYWW format where Y represents the year and W represents the week number in that year 01 52 Th...

Page 71: ... of data Total number of archive week s the number of weeks represented in the archive data date scope Database disk space utilization the percentage of space currently being used on the hard drive for both live and archive data If a high percentage displays you may want to expire data in the near term see Change Data Storage Settings used database space total database space the amount of space in...

Page 72: ...nged by making a new entry in the Percentage of live data field in the Change Settings section of this screen and saving the result of your calculations that displays below in the Estimated total week s of live data field Estimated total week s of archive data the number of weeks of archive data the Server will store based on your specifications This number is affected by the hits day on the Serve...

Page 73: ...nter 100 2 Click the Calculate button to display results in the following fields below Estimated total week s of live data and Estimated total week s of archive data After viewing your results in these display fields you can adjust the number of weeks that data will be saved on the Server if necessary To do so follow steps 1 and 2 again 3 Once you are satisfied with your results click the Save but...

Page 74: ...e data than archive data for the benefit of administrators and managers who generate reports via the Client application Report processing times are slower when generating reports that include non indexed data 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 ...

Page 75: ...anagers on how to utilize this application to generate report views and interpret results Before installing the ER 3 0 Client application the ER 3 0 Server must be fully configured and the Structured Query Language SQL server must be installed on the network and connected to the Web access logging device s After verifying that the necessary components are installed configured and functioning the a...

Page 76: ...om the database The ODBC driver and MSAccess Runtime are distributed to the administrator on a CD ROM After these components are installed the Client application should be downloaded from 8e6 s Web site and installed on the workstation NOTE Before you begin verify that the CD ROM includes folders named MS RUNTIME and ODBC DRIVER When install ing these components the ODBC Driver folder must be open...

Page 77: ...older to display folders contain ing ODBC drivers for Microsoft Windows 9x based and NT based operating systems 2 Click on the folder corresponding to your machine type MYSQLODBCFOR9x ODBCdriverforWindows98 andME MYSQLODBCFORNT ODBCdriverforWindows 2000 NT4 0 andXP 3 With the folder of your choice opened click the SETUP EXE icon to open the Microsoft ODBC Setup window and dialog box ...

Page 78: ...ION 4 Click Continue to open the Install Drivers dialog box 5 From the list ofAvailable ODBC Drivers click on MySQL to highlight this selection then click OK to copy files from the CD to your hard drive Fig 2 1 2 Microsoft ODBC dialog box Fig 2 1 3 Install Drivers dialog box Fig 2 1 4 Copying Files dialog box ...

Page 79: ... copied to your machine the Data Sources dialog box opens displaying a list of available drivers 6 Click Close to display the Microsoft ODBC Setup alert box with a message indicating the driver has been successfully installed 7 Click OK to close the alert box and to return to your desk top You can now install MicrosoftAccess Runtime Fig 2 1 5 Data Sources dialog box ...

Page 80: ...s Runtime With the ODBC driver installed you are ready to install MS Access Runtime 1 Open the MS RUNTIME folder and click the setup exe icon to display the MSAccess Runtime Ready to Install dialog box 2 Click the button corresponding to Customize to open the Installation Location dialog box Fig 2 1 7 Microsoft Access Runtime dialog box ...

Page 81: ...es 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 4 After specifying the installation path click OK to reopen the Access Runtime Ready to Install dialog box see Fig 2 1 7 5 Click the button corresponding to Install Now to begin installing the application Fig 2 1 8 Installation Location dialog box Fig 2 ...

Page 82: ...load and Install the Client After the ODBC driver and MSAccess Runtime are installed the Client application should be downloaded from 8e6 s Web site and installed on your machine This sub section includes instructions for downloading and installing the Client application for the first time and for installing a new release to replace an existing version of the Client on your machine Download the Cl...

Page 83: ...e page click on the link for the latest Reporter exe file 3 In the SaveAs popup window save the file to your ma chine then close the popup window and the Web page TIP 8e6 recommends saving the exe file on the desktop of your workstation This self extracting Zip file will open when you click on it Fig 2 1 10 Upgrades Tools page Enterprise Reporter 3 0 circled ...

Page 84: ... that the Client application will only work if connected to an ER 3 0 Server 2 Click Yes to open the dialog box for the self extracting Zip file 3 Click the Setup button to extract the contents of the file to your machine After the contents of the file are extracted the installation Wizard installs itself on your machine then takes you through the steps of the installation process Fig 2 1 12 Repor...

Page 85: ...0 USER S GUIDE 85 CLIENT USER SECTION CHAPTER 1 WORKSTATION CONFIGURATION 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 Fig 2 1 13 Installation Wizard ...

Page 86: ... CONFIGURATION 5 Once all pertinent files have been located click Next to select the folder in which the Client application will be installed 6 Click Next to install the Client application on your machine Fig 2 1 15 Specify folder for Client installation Fig 2 1 16 Installing the Client application ...

Page 87: ...ion By choosing automatic reports the Microsoft Task Scheduler will generate reports at the time interval speci fied via this Wizard If you choose to bypass the option for setting up automatic reporting you can later set up reports to run automatically via Microsoft s Scheduled Task Wizard NOTE For information on setting up the task scheduler see Event Schedule in Chapter 3 Customizing the Client ...

Page 88: ... casesensitive passwordoftheuser c Interval specifytheintervaloftimewhenreportswill begenerated every15or30minutes everyhour or every2 4 12 or24hours d ClicktheNext button Tobypassthisoption clickthe Skipbutton NOTE 8e6 recommends that you select the automatic report option and set up reports to run each hour After clicking either the Next or Skip button in theAutomatic Report Setup window the Wiz...

Page 89: ...ut to the Client application reporter mde file Update the Server Address and Password WARNING Before you can use the Client you must change the entry for the Server address and database password 1 Launch the Client application by clicking on the Enterprise Reporter icon reporter mde file located on your desktop or in the folder where the icon was saved The login window displays when you access the...

Page 90: ...ly as shown here in lowercase letters 4 Click the Server Info button to display the Server and ODBC Information box 5 In the MySQL Hostname or IP field change the entry from 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 Fig 2 1 20 Admin Form popup box Fig 2 1 21 Unchanged IP address and password ...

Page 91: ... the entry from 8e6ReporT to the password set up for the ER 3 0 Server if necessary WARNING This password must be the same password entered on the Tools screen in the Administrator GUI The default password is 8e6ReporT If you don t know the database password contact the administrator of your ER 3 0 Server For more information about the Database Password see the Tools screen sub section under the D...

Page 92: ...lease of the Reporter exe file to your machine if you saved that file to your desktop click the Reporter exe icon to open the warning dialog box see Fig 2 1 11 2 Click the Yes button to open the dialog box for the self extracting Zip file see Fig 2 1 12 3 Click the Setup button to extract the contents of the file to your machine After the contents of the file are extracted the installation Wizard ...

Page 93: ... to display the Maintenance Complete Wizard that indicates the Client application has been uninstalled 6 Click the Finish button to close the Wizard and to return to your desktop 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 Fig 2 1 24 Maintenance Complete Fig 2 1 23 Confirmation dialo...

Page 94: ...aved Login window The login window displays when you access the Client application This window serves as a portal for managers to log into the Client and gives the administrator access to popup windows for changing passwords and modifying a set of server components TIP Administrators who access the Client application for the first time should change the administrator password as de scribed on the ...

Page 95: ...n Form popup box Change the Administrator Password NOTE The administrator password is different than the manager password the latter which is used at the Password field in the login window 1 In the Admin Password field if this password has never been changed type in the default password admin exactly as shown here in lowercase letters Otherwise enter the administrator password 2 Click the ChangeAd...

Page 96: ... field 5 Click the OK button to accept your changes and to close the popup box As a result of this action a confirmation message displays 6 Click OK to close the alert box and to return to your desk top View Modify Server Information In addition to changing the administrator password the Client s administrator can modify a set of server components such as manager usernames and passwords for access...

Page 97: ...rwise enter the administrator password 2 Click the Server Info button to display the Server and ODBC Information box 3 The following fields can be viewed and edited if necessary WindowsDSN casesensitiveDataSourceNameof theOBDCdriver defaultismysqldrvr MySQLHostnameorIP IPaddressoftheER3 0 Server MySQLDatabaseName casesensitivedatabase name defaultislogdb Username casesensitive alphanumericmanager ...

Page 98: ...ismade defaultisblank 4 The next step differs depending on whether entries were made in the Server and ODBC Information box Ifeditsweremadeinthisbox clicktheSaveandQuit buttontoexittheClientandtoreturntoyourdesktop To re accesstheClient youwillneedtolaunchthisapplica tionagain Toexitthisboxwithoutmakingmodifications clickthe Cancelbuttontoclosethisboxandtoreturntothelogin window NOTE The only comp...

Page 99: ... username manager in lowercase letters as shown here 2 In the Password field type in your password If you have not had your password changed enter the default pass word 8e6ReporT using upper and lowercase letters as shown here Aseries of asterisks displays for each charac ter entered NOTE Manager usernames and passwords can be modified in the Admin Form popup box of the Client accessible via the A...

Page 100: ... mation popup box to close it DateScopes In the Date Scopes frame the number of week s of data stored on the ER 3 0 Server and the date and time range display for the following date scopes Overall Date Scope this date scope pertains to all data currently stored on the Server including both live indexed and archive non indexed data Indexed Date Scope this date scope pertains only to live data curre...

Page 101: ...d on the Server Weeks until next expiration the number of weeks from this week that data on the Server will expire Estimated date of next expiration the date scheduled for the next automatic database expiration ERActivity In the ER Activity frame you specify the type of chart you wish to generate that will show details on the number of hits on the Server within a specified time period In the From ...

Page 102: ...itle of the chart and a graph showing the number of hits for the specified time period The bottom portion of the chart includes the time measure ment day week or month and the Number of Hits corre sponding to each time measurement Depending on the time frame specified this chart may be several pages in length HitsByDay IfyouselectedHitsByDay eachdaywithin thedaterangeisplottedonthegraph withthedat...

Page 103: ...tsPerWeek IfyouselectedHitsPerWeek each weekwithinthedaterangeisplottedonthegraph with thenumberoftheweek 1 52 andyearlabeledbelow HitsPerMonth IfyouselectedHitsPerMonth each monthwithinthedaterangeisplottedonthegraph with themonthandyearlabeledbelow Fig 2 2 9 Hits Per Week chart Fig 2 2 10 Hits Per Month chart ...

Page 104: ... To print the chart click File Print To close the chart window click the in the upper right corner of the window To generate a new chart 1 Click the in the upper right corner of the chart window to close it and to display the main menu 2 Click the Settings button to open the Settings box that displays a menu of options for customizing the Client application Fig 2 2 11 Client application main menu ...

Page 105: ...s in this 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 Navigate the Main Menu The main menu see Fig 2 2 11 is comprised of buttons and icons and also displays the Server IP address and Client application Revision code NOTE More about these buttons and icons a...

Page 106: ... access to screens or boxes displaying reporting information for the selected item Categories click this icon to view a report showing data in each filter category that was set up for monitoring user activity IPs click this icon to view a report showing Internet activity by user IP address Users click this icon to view a report showing Internet activity by username Sites click this icon to view a ...

Page 107: ...re custom ized settings for a previously recorded report view can be viewed and modified and the report can be run Exit click this icon to log out of the Client Details on each of these menu items are included in subse quent sub sections Log Out To log out of the Client application click the Exit icon or the in the upper right corner of the browser window ...

Page 108: ...nu click the Settings button to open the Settings box that shows a menu of options for customizing the Client If you are logged in as the administrator the following options are available to you Event Schedule Category Descriptions Category Groupings User Groupings User Permissions and Default Options The Admin Details and Server Statistics selections documented in theAdministrator Details sub sec...

Page 109: ...customized report For this option Windows task scheduler must be running on your machine and a customized report must previously have been saved via the Record option In order for the report to be automati cally generated the Client must be closed at the time the report is scheduled to run NOTE See Appendix A Scheduled Task Wizard for informa tion on setting up the task scheduler to run at a speci...

Page 110: ...om of the box the number of the selected record displays along with the total number of records scheduled events TIP The selected record is designated by an arrow in the grey box to the left of a row To select another record click the grey box in that row to display the arrow You also can select another record by clicking any of the four arrow buttons in the Record field In the order in which they...

Page 111: ...modify This action opens theAdd Event to Schedule dialog box In this dialog box you can changetheNameofthereport makedifferentselectionsasnecessaryfromthepull downmenusforReporttoRun WhentoRun and or DayoftheWeek changetheStartTime forrunningthereport TIP Click Cancel if you wish to return to the Scheduled Events box without saving your edits 2 Click the Update button This action opens an alert bo...

Page 112: ...nter 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 menu Daily Weekly or Monthly If Weekly specify the Day of the Week from the pull down menu 5 Enter the Start Time for the report 6 Click Save to open an alert box with the message Event added to schedule 7 Click OK to close both the alert box and theAdd Event to Schedu...

Page 113: ...gory Descriptions option is used for viewing updat ing and adding category names and descriptions of filtering categories used by the Web access logging device s NOTE When logs are imported each hour new categories found by the Server are automatically entered and will display in the Client The Server generates a short name for the category and also uses this name as the descriptive long name To v...

Page 114: ...ey box to the left of a row To select another record click the grey box in that row to display the arrow You also can select another record by clicking any of the four arrow buttons in the Record field In the order in which they display in the Record field clicking these buttons moves you to the first record the record prior to the selected record the record following the selected record and the l...

Page 115: ...ed 4 Click OK to close both the alert box and the dialog box The update you made displays in the Category Information box Add a Filter Category WARNING Any filter category you add can be edited but cannot be deleted 1 If you wish to add a filter category in the Category Informa tion box click the Add New Category button This action opens theAdd a New Category dialog box 2 Enter up to seven charact...

Page 116: ... the alert box 6 Click the in the upper right corner of the dialog box to close it The new category entry displays in the Category Information box Category Groupings The Category Groupings option is used for defining a cus tomized group of filter categories if you wish to run reports using certain filter categories only To create edit or delete a category group click the Category Groupings button ...

Page 117: ...ry group Any category groups that were created display in the list box in this frame AddaCategoryGroup 1 In the field to the left of theAdd button type in the name for the category group 2 Click the Add button to add this entry to the list box above and to open an alert box displaying the message Group added successfully 3 Click OK to close the alert box NOTE The category group you added also disp...

Page 118: ...age Group re named successfully 5 Click OK to close the alert box and to update the list box in the Group Information frame with your edits NOTE The category group you renamed also displays in the Group Name pull down menu in the Group Definitions frame to the right DeleteaCategoryGroup 1 Select the category group from the list box by clicking on your choice to highlight it 2 Click the Delete butt...

Page 119: ...tegoryGroup 1 Select a category group from the Group Name pull down menu Any categories previously entered display in the list box in this frame 2 Click the Add To Group button to open theAddTo 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 ...

Page 120: ...ory group from the Group Name pull down menu to display in the list box all categories for that cat egory group 2 Select the category to be removed by clicking on your choice to highlight it 3 Click the Delete Item button to display the alert box with the message Group deleted successfully 4 Click OK to close the alert box and to remove the category from the list box for that category group Fig 2 ...

Page 121: ...roup ings button in the Settings menu to open the 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 To exit this option click Close Group Information frame The Group Information frame displays to the left in the User Group Setup box In this frame you can add rename or delete a user gr...

Page 122: ...enu in the Group Definitions frame to the right RenameaUserGroup 1 Select the user group from the list box by clicking on your choice to highlight it 2 Click the Rename button to open the Group Rename dialog box 3 In the New Name field edit the user group name TIP Click Cancel if you wish to return to the User Group Setup box without saving your modifications 4 Click Ok to close the Group Rename d...

Page 123: ...y 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 Group Definitions frame The Group Definitions frame displays to the right in the User Group Setup box In this frame you can view members of a user group and can define a user group by specifying which users will belong to that group View...

Page 124: ...her record click the grey box in that row to display the arrow You also can select another record by clicking any of the four arrow buttons in the Record field In the order in which they display in the Record field 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 3 Click the in the upper right ...

Page 125: ...tton to open the popup box where you define users to be added excluded to from the 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 TIP To clear your entries in this popup box without accepting them do not click any of the buttons in the frames described below Instead click the Close button in t...

Page 126: ...IPRangebuttontoopenanalert boxwiththemessage IPRangeAdded ClickOKto closethealertbox IndividualAdds Removes Thisframeisusedfor includingand orexcludingspecifiedusers Clickthe ShowAllbuttontodisplayalistofallusersinthelistbox Tonarrowdownthelistofusers makeanentryinthe Filterfieldusingthe wildcard andclicktheApply Filterbuttontoonlydisplaytheusersyouspecified To selectfromusersinthelistbox clickont...

Page 127: ...acter s youentered display s IfentriesweremadeintheIPRangeframe IPRANGE Between AND includingtheIPaddesses dis plays IfentriesweremadeintheIndividualAdds Removes frame SingleUserAddition and or SingleUser Exception includingeachuseradded excluded displays NOTE A combination of any of items above may display in the Group Definitions frame list box based on entries you made in any of the frames in t...

Page 128: ...rom the Settings menu To assign permissions or to edit permissions that have been assigned click the User Permissions button in the Settings menu to open the 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 To exit this option click Close Add User When adding a user who will be authorized to acces...

Page 129: ...ord field TIP Click Cancel if you wish to return to the User and Group Information box without saving your entries 5 Click Ok to open an alert box displaying the message UserAdded 6 Click OK to close both the alert box and the dialog box NOTE The username is added to the User pull down menu in the User Information frame When the User and Group Infor mation box is refreshed by clicking the Close bu...

Page 130: ...p AddUsertoaUserGroup 1 Select the User from the pull down menu If the user has been added to other groups these groups display in the list boxbelow 2 From the Add To Group pull down menu select the group to which the user should be added 3 Click Go to open an alert box displaying the message Group added 4 Click OK to close the alert box and to display the group name in the list box above RemoveUs...

Page 131: ...se the alert box and to display the user name in the list box above UpdateUserGroupbyRemovingaUser 1 Select the Group from the pull down menu Any users added to this user group display in the list box below 2 Select the user to be removed from the group by clicking on your choice to highlight it 3 Click the Remove User From Group button to remove the user from the list box and to open an alert box...

Page 132: ...or lowercase characters Your entry displays as a series of asterisks for security purposes 4 Press the Tab key on your keyboard to move to the Con firm Password field Type in the same characters you entered in the Password field TIP Click Cancel if you wish to return to the User and Group Information box without saving your entries 5 Click Ok to open an alert box displaying the message Password Up...

Page 133: ...er Informa tion dialog box to close it NOTE The username is removed from the choices in the User pull down menu in the User Information frame and from the choices in the Add to User pull down menu in the Group Informa tion frame My Account The MyAccount option displays only for non administrator users who have been set up by the administrator to access the Client When a non administrator user logs...

Page 134: ...ur password To access your account click the My Account button to open the MyAccount box Upon accessing MyAccount 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 Click the in the upper right corner of the MyAccount box to exit this option View Users in a User Group To view a list of users in your user gr...

Page 135: ...nge User Password dialog 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 4 Type in the same characters for the new password in the Confirm New field TIP Click Cancel if you wish to return to the My Account ...

Page 136: ...n in the Settings menu to open the Options box The Page Object Warning Limit default is 1000 and the Default Top Value default is 25 Click the in the upper right corner of the Options box to exit this option Set New Defaults 1 Enter the maximum Page Object Warning Limit for the query results 2 Enter the Default Top Value of records that will display on the screen TIP Click Cancel to exit without s...

Page 137: ...g a search for pages or objects viewed by a specified user or for per forming a search for pages or objects users viewed within a specified filter category and or at a specified Web site From the main menu click the Specific Search button to open the Specific Search box Click the in the upper right corner of the Specific Search box to exit this option When using the specific search function you mu...

Page 138: ... are static components of the Date fields To clear an entry in a Date field press the Back Space key Press the Tab key to move to the To Date field 2 Enter the last date in the range using the format on your machine Press the Tab key to move to the From Time field 3 Enter the beginning time using the HH MM format e g 03 00 and type in either am or pm TIP When entering times in this box colon symbo...

Page 139: ...on or IP address of the user s machine e g 209 11 160 174 Site to perform a search on activity at a specific Web site visited by clients users enter the domain or site address e g yahoo com or icq com Specify Items to be Searched View Results In the final step for specifying your search criteria you must indicate the type of items you wish to search Pages or Objects Find Pages click this button to...

Page 140: ...report will take a longer amount of time to generate ObjectSearch When the Find Objects button is clicked If the date and time range that was specified includes both live and archive data currently stored on the Server a warning message displays to inform you that if you wish to proceed only the objects that still exist on the Server will display If objects no longer exist on the Server for the da...

Page 141: ...ng the filter category to which the item belongs User clicking in this checkbox adds the User column to the report listing the username or IP address of the user who accessed or viewed the item IP clicking in this checkbox adds the User IP column to the report listing the IP address of the user s machine that accessed the item Site clicking in this checkbox adds the Site column to the report listi...

Page 142: ...eport screens are additionally available by clicking on icons for these topics Though each screen displays data pertinent to your specifica tions all screens have basic elements in common Under standing the function of these elements is critical since the usage of these tools determines the results of your query The top of the report screen displays the date range for the selected Date Scope the t...

Page 143: ...that record displays More about Page Object reports is explained in subsequent sub sections and in Chapter 5 Reports TIP Pages objects must exist within the date scope that was specified in order to be viewed The bottom of the report screen displays the username of the login ID used for this session Logged on as the Record number currently selected and the last number in the range of records obtai...

Page 144: ...se the box The generated report includes the first date of the specified month in the speci fied year and the last date of the specified month in the specified year For example if 12 2002 is entered for the Start Date and 01 2003 is entered for the End Date the screen displays the date range as 12 1 2002 to 1 31 2003 Year to Date this option generates the report for the range of days that includes...

Page 145: ... the first day of the current month through yesterday Year to Yesterday this option generates the report for the range of days that includes the first day of the current year through yesterday Display button The Display button is located beneath the Date Scope field Click the Display button to open the Display Information box where you specify the number of records you wish to view on the screen a...

Page 146: ...ch terms for items in the current report At the S earch Criteria field choose from the following items Contains Starting With Ending In Enter the text in the Find field and click Go to display the results of your query on the screen To perform another search click the Back icon in the navigation bar located beneath the navigation path Navigation path The navigation path displays to the right of th...

Page 147: ...on bar The navigation bar located beneath the navigation path includes a row of icons and the Reports or Report Layout pull down menu Back icon Clicking the Back icon returns you to a prior screen if you have viewed other reports during this session Categories icon Clicking the Categories icon displays the report showing categories set up for your Web access logging device s Fig 2 4 10 Navigation ...

Page 148: ...me Sites icon Clicking the Sites icon displays the report sorted by visited sites Category Groups icon Clicking the Category Groups icon displays the report sorted by user defined category groups if category groupings were previously estabished under the Settings menu option User Groups icon Clicking the User Groups icon displays the report sorted by user defined user groups if user groupings were...

Page 149: ...report format are available for all main report groups Pie chart and bar chart formats are available for Categories Category Groups and User Groups reports The Report Layout field displays on Page and Object report screens Make a selec tion from the Report Layout pull down menu for the type of report you wish to view Save icon The Save option lets you capture the report that currently displays on ...

Page 150: ...put To popup window where you save the report to a designated folder in the specified output format View icon The View option helps you make any necessary adjustments to your report settings prior to printing the report To use this feature you must have a printer configured for your machine When clicking the View icon one of three actions occurs depending on the report options you selected the rep...

Page 151: ...he middle of the page with the magnifying glass icon If the report includes more than one page click the arrow buttons at the bottom of the window In the order in which they display in this window clicking these buttons moves you to the first page the page prior to the displayed page the page following the displayed page and the last page To change the orientation of the page select File Page Setu...

Page 152: ... box accessible via the Display button However entries in the Double Break Information dialog box further define how the generated report will display and print Specify the manner in which records will be viewed printed by selecting an available choice from the pull down menu Category Count IP Count User Count Object Count Page Count Site Count or Time Count Each of these selections corresponds to...

Page 153: ...in the Generate Chart box Entries made in this box further define how the generated report will display and print Make a selection from choices available in the pull down menu Category 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 After making your selection in this box click Go to close t...

Page 154: ...tion dialog box and the Generate Chart box After making selections from either box click OK or Go to close the box and to print the report to your printer E mail icon The E mail option lets you e mail the report that currently displays on your screen NOTE If you are using Lotus Notes as your primary e mail client instead of Microsoft Outlook or Outlook Express refer to Appendix B for information o...

Page 155: ...Output Format box From the Format pull down menu choose the output format for the report Microsoft Excel xls MS DOS Text txt Snapshot Format snp or Rich Text Format rtf Click Ok to dispatch the e mail The report is sent as an attachment to the e mail message 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 ...

Page 156: ...Export icon opens the Export To File box in which you specify the format for exporting the raw data From the Export Type pull down menu choose the format for the report Ansii Text File txt Comma Delimited Text File csv Microsoft Excel File xls HTML File html or Rich Text File rtf Click the Export button to open the Save File popup window to designate where the exported data will be saved Fig 2 4 1...

Page 157: ...A custom report can be scheduled to run at a specified interval using the 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 ...

Page 158: ...clude Unidenti fied IPs checkbox if you wish to include the IP Only record in reports This record includes activity from machines that are not assigned to specific users In the Date Scope field choose from the following dates Today Yesterday Month To Date Year To Date Daily or Monthly If you choose Daily or Monthly you must specify the date range in the From Date and To Date fields NOTE More infor...

Page 159: ...l include all records If Show Top is selected specify the column Count type to be used Cat egory IP User Site Page Object Time based on the available selections as well as the number of records to be included The entries in this frame are similar to those made in the Display Information box See the Display button sub section in this chapter At the Output field make a choice from the pull down menu...

Page 160: ...eport option defined in this sub section or the Event Schedule option and task scheduler NOTE If the Save Name you entered has already been used a message displays Name Already in use Overwrite You can choose to either overwrite the record with the current report criteria or rename the report SaveasCustomReportdialogbox The Save as Custom Report dialog box opens for any page or object report Enter...

Page 161: ...lays in the Report Layout field If selections were made on the report screen for Category Information User Information IP Information or Site Infor mation these selections display Default selections from any of these fields can be changed if necessary At the Output field make a choice from the pull down menu to specify the output method for the report Printer File E Mail or View If File is selecte...

Page 162: ...t it to run by using either the Open a Recorded Report option defined in this sub section or the Event Schedule option and task scheduler NOTE If the Save Name you entered has already been used a message displays Name Already in use Overwrite You can choose to either overwrite the record with the current report criteria or rename the report OpenaRecordedReport By clicking the Record icon on the ma...

Page 163: ... selections will display in the Report Name pull down menu Make a selection from the Report Name pull down menu to populate the General Info Specific Info and Output Info frames To remove the custom report from choices available in this box click Delete Report Adialog box opens Are you sure you wish to delete the report Click either Yes or No NOTE If a custom report is scheduled to run via the Eve...

Page 164: ... the function it will perform By clicking a specific filter button for a record more in depth analysis is provided for that record Columns Columns for specified item counts display in the body of all report screens By clicking a column header all records in the report will sort by that column You can toggle between ascending and descending counts by clicking the same column header twice The column...

Page 165: ...the site For example if a user visits www espn com www msn com and www foxsports com that user will have visited three pages If that same user additionally visits www espn com scores the total number of sites visited would still count as three and not as four because the latter page is on the original ESPN site that was already counted Page Count This column displays the total number of pages visi...

Page 166: ...s column a report screen displays with details for all pages visited including hyperlinks to those pages On this screen you have the option to include Information columns for Category User IP and Site by clicking in the checkboxes TIP If the date range that was specified at the Date Scope field includes both live and archive data currently stored on the Server when clicking the down arrow a warnin...

Page 167: ...ame ID These buttons affect the checkboxes preceding the rows of records By default check marks display in all checkboxes which means that all records will be included in the report view or in the printed report To include only specified records in the report de select a record by clicking in the checkbox to remove the check mark To de select all items click the DeSelect All button To include a re...

Page 168: ...to generate a report view or to print a report If there are many records you may wish to filter your results to reduce the time it will take to process the report A record is selected by clicking in the grey box preceding the checkbox in that row This action displays an arrow in that box and the record number in the Record field You can navigate to another record by clicking any of the arrow butto...

Page 169: ...ices Tosortrecordsbyaspecifiedcolumn clickthecorre spondingCountcolumnheader ClicktheDisplaybuttontoopentheDisplayInformation dialogbox andspecifythemannerinwhichyouwishthe recordstobesorted fromtheavailableselections CategoryCount IPCount UserCount ObjectCount PageCount SiteCount orTimeCount Toincludeonly toprecords enterthenumberofrecordsandclickthe Topbutton orclickAlltoincludeallrecords Ifgene...

Page 170: ...cipient s intheoutputformatofyourchoice NOTE If you are using Lotus Notes as your primary e mail 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 ClickExporttoexporttherawreportdatatoadesig natedfolder intheoutputformatofyourchoice ClickRecordtosavecustomreportdata Thecustom reportcanbegenerate...

Page 171: ...ly arranged in columns and rows The header displays the name of the report the Sort Order and the date range The body of the report includes data grouped into sections columns and rows according to your specifications 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 ...

Page 172: ...r coded circular diagrams broken into sections depicting 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 The body of the report includes the pie chart and color key Beneath this chart is a text report showing the type of sort selected and columns of figures and percentages The footer displays the date and time ...

Page 173: ...lays the name of the report the Sort Order and the date range The body of the report includes the bar chart and color key Beneath this chart is a text report showing the type of sort selected and columns of figures and percentages 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 ...

Page 174: ...e 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 Categories The Categories report shows an itemized list of all categories with totals in the Count columns The sum of all Totals dis plays at the end of the report Fig 2 5 1 Categories report ...

Page 175: ... The Category IPs report is broken out by category with each category showing an itemized list of IP adresses Count column 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 ...

Page 176: ... REPORTS Category Users 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 ...

Page 177: ... The Category Sites report is broken out by category with each category showing an itemized list of visited sites Count column 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 ...

Page 178: ...ER 5 REPORTS 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 The sum of all Totals displays at the end of the report Fig 2 5 5 IPs report ...

Page 179: ...report is broken out by IP address with each IP address showing an itemized list of categories visited by that user s machine 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 ...

Page 180: ...CTION CHAPTER 5 REPORTS IP Users The IP Users report is broken out by IP address with each IP address showing 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 ...

Page 181: ...IP Sites report is broken out by IP address with each IP address showing an itemized list of visited sites Count column 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 ...

Page 182: ...NT USER SECTION CHAPTER 5 REPORTS 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 The sum of all Totals displays at the end of the report Fig 2 5 9 Users report ...

Page 183: ...TER 5 REPORTS User Categories The User Categories report shows an itemized list of catego ries visited by all users 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 ...

Page 184: ...0 USER S GUIDE CLIENT USER SECTION CHAPTER 5 REPORTS User IPs 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 ...

Page 185: ...Sites The User Sites report is broken out by user with each user showing an itemized list of visited sites 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 ...

Page 186: ...TER 5 REPORTS 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 The sum of all Totals displays at the end of the report Fig 2 5 13 Sites report ...

Page 187: ...rt is broken out by site address with each site address showing an itemized list of categories in which that site visit can be classified 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 ...

Page 188: ... is broken out by site address with each site address showing an itemized list of IP addresses of visitors Count column Totals are included for each IP ad dress in the list 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 ...

Page 189: ...PORTS Site Users The Site Users report is broken out by site address with each site address showing 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 ...

Page 190: ...ria in the format of your choice and to compare activity by user defined groups Reports can be generated in standard pie chart or bar chart formats User Groups Report User Groups reports are only available if user groups are set up via the User Groupings Settings option from the main menu These reports are used for analyzing the activity of users set up in a user defined group and for comparing ac...

Page 191: ...n and per forming a search for specified criteria or by clicking the down arrow to the right of the Page Count or Object Count columns for a specified record Find page object screens are available by clicking the Spe cific Search button in the main menu TIP If searching for pages if the date range that was specified is outside the scope of live data currently stored on the Server a warning message...

Page 192: ... a message displays to inform you that these objects no longer exist In the top left portion of these screens checkboxes for Category Information User Information IP Information and Site Information can be selected By selecting any of these items the corresponding column displays on the report screen After selecting the Report Layout and clicking View or Print the report is generated with the Date...

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Page 194: ... by a technical professional who will request the details of the problem and attempt to resolve the issue directly If your issue needs to be escalated you will be given a ticket number for reference and a senior level technician will contact you to resolve the issue If your issue requires immediate attention such as your network traffic being affected or all blocked sites being passed you will be ...

Page 195: ...ringe on any third party copyrights or patents This warranty shall not apply to the extent that infringement is based on any misuse or modification of the hardware equipment or soft ware provided This warranty does not apply if the infringe ment is based in whole or in part on the customer s modifica tion of the hardware equipment or software 8e6 Technologies specifically disclaims all express war...

Page 196: ...e reached by voice line Technical support information Online http www 8e6 com techsupport Toll Free 888 786 7999 press 2 Telephone 1 714 282 6111 press 2 E mail support 8e6technologies com Have the following information ready before calling technical support Product Description _______________________________ Purchase Date ___________________________________ Extended warranty purchased ___________...

Page 197: ...ill be furnished as necessary to maintain the proper operational condition of the product s If parts are discontinued from production during the Warranty Period immediate replacement product s or hardware parts will be available for exchange with defective parts from 8e6 Technologies local reseller or distributor Extended Technical Support and Service Extended technical support is available to cus...

Page 198: ...add a scheduled task on your machine This setup must be performed in addition to scheduling an event via the Event Schedule option in the Settings menu NOTE See Event Schedule in Chapter 3 Customizing the Client from the Client User Section for information about setting up the Client to run at a specified time Steps for Scheduling a Task Follow these steps to set up a report to run at a scheduled ...

Page 199: ...ECHNOLOGIES ENTERPRISE REPORTER 3 0 USER S GUIDE 199 APPENDICES SECTION APPENDIX A 2 Choose Scheduled Tasks to open the Scheduled Tasks window Fig 4 1 1 Control Panel window Fig 4 1 2 Scheduled Tasks window ...

Page 200: ...d Scheduled Task to launch the ScheduledTask Wizard 4 Click Next to display the list box showing available applica tions that can be run 5 Choose Scheduled Reports and then click Next to specify criteria for the task Fig 4 1 3 Scheduled Task Wizard 1st frame Fig 4 1 4 Scheduled Task Wizard 2nd frame ...

Page 201: ...ed by clicking the radio button corresponding to the option for Daily Weekly orMonthly WhenNext is clicked the Wizard selections will differ depending on the time interval specified for performing the task 7 Specify criteria regarding the time the task will be per formed and then click Next to display text boxes for user criteria Fig 4 1 5 Scheduled Task Wizard 3rd frame Fig 4 1 6 Scheduled Task W...

Page 202: ...ing 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 Click Finish to close the Wizard a Ifyouclickedinthecheckboxforadvancedproperties uponclickingFinishthedialogboxforthescheduled task opens Fig 4 1 7 Scheduled Task Wizard 5th frame Fig 4 1 8 Scheduled Task Wizard 6th frame ...

Page 203: ...0 USER S GUIDE 203 APPENDICES SECTION APPENDIX A b If deactivated displaysintheRuntextbox changethe textto activated c Ifnecessary clicktheScheduletabtomodifyschedule criteria Fig 4 1 9 Dialog box Task tab Fig 4 1 10 Dialog box Schedule tab ...

Page 204: ...ckOKtoclosethe SetAccountInformationdialogboxandtodisplaythe ScheduledTaskswindow 10 The scheduled task can be modified at any time via the Scheduled Tasks window Click the icon for the scheduled task to open the dialog box for the task and make the necessary edits The task can be deleted by selecting the icon for the task from this window and then deleting the icon Fig 4 1 11 Set Account Info box...

Page 205: ...PAddress of the Lotus Domino e mail server This setup avoids any delays or hung reports that may occur if settings point to the Lotus Notes client since Lotus Notes utilizes the MAPI DLL differently than mail clients native to the Windows OS NOTE Versions of Lotus Notes prior to 4 5 do not contain the necessary MAPI transport DLL Steps for Former MS Outlook Express Users Follow these steps if Micr...

Page 206: ...client wizard be sure the e mail address is set to the Internet address of your Lotus Notes account NOTE If this account has not yet been set up in Lotus Domino create it now and then run the e mail client wizard 2 When the e mail account wizard requests the server address use the IPAddress only not the Lotus Name of your Lotus Domino server TIP These settings also can be generated directly by usi...

Page 207: ...ils 95 Administrator GUI 25 alert box terminology 16 archive data setup on Server 67 terminology 68 arrow terminology 16 automatic reporting 87 B Back icon 147 back up data internal on demand backup 44 to remote server 45 backup procedures 42 Backup screen 41 Bar Chart report 173 Box Mode screen 27 button terminology 16 C Categories icon 147 Categories reports 174 Category Descriptions button 113 ...

Page 208: ...ie chart 172 checkbox terminology 16 Client change settings 108 diagnostic reports 65 download and install 82 ER Server Information 100 install new release 92 log in 99 log out 107 main menu 105 update password 89 update Server address 89 columns 164 Conventions 15 Count columns 164 D data storage setup 67 Database Menu 57 database status logs 64 Date Scope ER Server Information 100 Expiration scr...

Page 209: ...vity hits on Server 101 Event Schedule button 109 Exit icon 149 expiration 67 Expiration Info 101 expire data from Server 67 terminology 69 Export icon 156 F field terminology 17 File Transfer Protocol FTP 19 43 55 filter category how to add 115 filters 164 frame terminology 17 FTP File Transfer Protocol 19 43 45 46 55 G generate automatic reports 87 ER activity charts 101 static table of IP addre...

Page 210: ...n 148 IPs reports 178 L Linux 12 list box terminology 17 live data setup on Server 67 terminology 68 log database status 65 log into Client 99 log off the Server 24 log on the Server 21 log out of Client 107 Lotus Notes 154 205 configurations 205 M 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 N NAS ...

Page 211: ...y 76 ODBC Driver install 77 Outlook Express 205 P Page View Elapsed Time screen 62 Page Object report 191 password change Client administrator password 95 change Client password after installation 89 change database password 66 create for Administrator GUI 23 create for Client user 128 create for remote server s FTP account 43 patch Server 52 Pie Chart report 172 Ping 38 popup box window terminolo...

Page 212: ...x 153 how to generate 169 navigation bar icons 147 navigation path 146 record report for scheduled run 157 records 168 select record and columns to display 145 select deselect all records 167 report formats 171 Report Screen Elements 142 reporter exe icon 84 92 reporter mde file 89 94 reports bar chart 173 Categories 174 Category Groups 190 Category IPs 175 Category Sites 177 Category Users 176 di...

Page 213: ...Server 55 restore data from backup 46 Routing Table screen 33 rules elapsed time 63 expiration 69 S Save icon 149 schedule automatic reports 88 event 112 screen terminology 18 search by terms 146 for pages objects viewed 137 Search button 146 Secure Access screen 50 Select All button 167 Select All Deselect All buttons 167 Self Monitoring screen 47 Server add maintain routers 33 download patch 52 ...

Page 214: ...ries report 187 Site IPs report 188 Site Users report 189 Sites icon 148 Sites reports 186 Software Update screen 52 Specific Search button 137 Standard report 171 T table terminology 18 Task Scheduler 87 technical support 50 Technical Support section 193 Terminology 16 text box terminology 18 Time Settings screen 35 Tools screen 64 Trace Route 39 U update category group 117 Client 82 NTP server s...

Page 215: ...t 190 User Name Identification screen 57 User Permissions how to add a user to a group 130 User Permissions button 128 change passwords 132 User Categories report 183 User IPs report 184 User Sites report 185 Users icon 148 Users reports 182 V view diagnostic reports 65 ER Activity charts 101 objects pages reports 137 reports prior to printing 150 View icon 150 W window terminology 18 ...