8e6 Technologies 3 User manual

8e6
Enterprise Reporter
3.0
USER’SGUIDE

© 2003 8e6 Technologies
All rights reserved.
828 W. Taft Ave., Orange, CA 92865, USA
Version 1.07, published August 2003
Printed in the United States of America
This document may not, in whole or in part, be copied, photo-
copied, reproduced, translated, or reduced to any electronic
medium or machine readable form without prior written consent
from 8e6 Technologies.
Every effort has been made to ensure the accuracy of this
document. However, 8e6 Technologies 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 without notice.
Trademarks
Other product names mentioned in this manual may be trade-
marks or registered trademarks of their respective companies
and are the sole property of their respective manufacturers.
8E6 ENTERPRISE REPORTER 3.0
USER’SGUIDE

48E6 TECHNOLOGIES, ENTERPRISE REPORTER 3.0 USER’SGUIDE
CONTENTS
CONTENTS
ENTERPRISE REPORTER 3.0 OVERVIEW.............................11
Operations ........................................................................................... 11
Components ........................................................................................12
Hardware ........................................................................................12
Software..........................................................................................12
Environment ........................................................................................13
Client Workstation Requirements ...................................................13
Network Requirements ...................................................................13
How to Use this Manual ......................................................................14
Organization ...................................................................................14
Conventions....................................................................................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 ...........................................................................25
Network Menu ..........................................................................26
Box Mode ............................................................................27
Live Mode ......................................................................27
Archive Mode .................................................................27
Change the Box Mode ...................................................28

8E6 TECHNOLOGIES, ENTERPRISE REPORTER 3.0 USER’SGUIDE 5
CONTENTS
Add/Edit/Delete Administrators screen ...............................29
View a List of Administrators..........................................30
Add an Administrator......................................................30
Edit an Administrator’s Login ID.....................................30
Delete an Administrator..................................................31
Network Settings screen .....................................................31
Set up/Edit IP Addresses ...............................................32
Routing Table screen ..........................................................33
View a List of Routers ....................................................33
Add a Router..................................................................34
Delete a Router..............................................................34
Time Settings screen ..........................................................35
Specify the Time Zone ...................................................35
Specify Network Time Protocol Servers.........................36
Update the Time on the Server ......................................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 Notification List ............48
Deactivate Self-Monitoring.............................................48
Server Status screen...........................................................49
View the Status of the Server.........................................49
Secure Access screen.........................................................50
Activate a Port to Access the Server..............................51
Terminate a Port Connection .........................................51
Software Update screen......................................................52
View Installed Patches ...................................................53
Retrieve a Patch ............................................................53
Install a Patch.................................................................53

68E6 TECHNOLOGIES, ENTERPRISE REPORTER 3.0 USER’SGUIDE
CONTENTS
Shut Down screen...............................................................55
Server Action Selections ................................................55
Perform a Server Action.................................................56
Database Menu ........................................................................57
User Name Identification screen.........................................57
View the User Name Identification screen.....................60
Configure the Server to Log User Activity ......................60
Static IP Assignment ......................................................61
Identification Timeout .....................................................61
Deactivate User Name Identification .............................62
Page View Elapsed Time screen ........................................62
Establish the Unit of Elapsed Time for Page Views .......63
Elapsed Time Rules .......................................................63
Tools screen ........................................................................64
View 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 Install the Client ......................................................82
Download the Client .................................................................82
Install the Client........................................................................84
Update the Server Address and Password .........................89
Uninstall the Client, Install New Release .................................92
Chapter 2: Accessing the Client ........................................................94
Launch the Client Application .........................................................94
Login window ..................................................................................94
Administrator Details ................................................................95
Change the Administrator Password...................................95

8E6 TECHNOLOGIES, ENTERPRISE REPORTER 3.0 USER’SGUIDE 7
CONTENTS
View, Modify Server Information .........................................96
Log In .......................................................................................99
Server Statistics ................................................................100
Date Scopes ................................................................100
Expiration Info ..............................................................101
ER Activity ....................................................................101
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................................................ 111
Schedule 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 Group ..................120
User Groupings ......................................................................121
Group Information frame...................................................121
Add a User Group ........................................................122
Rename a User Group.................................................122
Delete a User Group ....................................................123
Group Definitions frame ....................................................123
View a List of Users in a User Group...........................123
Define a User Group ....................................................124
Delete a User ...............................................................127

88E6 TECHNOLOGIES, ENTERPRISE REPORTER 3.0 USER’SGUIDE
CONTENTS
User Permissions ...................................................................128
Add User ...........................................................................128
User Information frame .....................................................130
Add User to a User Group ...........................................130
Remove User from a User Group ................................130
Group Information frame...................................................131
Update User Group by Adding a User .........................131
Update User Group by Removing a User ....................131
Edit Password or Delete User ...........................................131
Change a User’s Password .........................................132
Delete a User ...............................................................132
My Account .............................................................................133
View Users in a User Group..............................................134
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
Search button .........................................................................146
Navigation path ......................................................................146
Navigation bar ........................................................................147
Back icon...........................................................................147
Categories icon .................................................................147
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

8E6 TECHNOLOGIES, ENTERPRISE REPORTER 3.0 USER’SGUIDE 9
CONTENTS
Save icon ..........................................................................149
View icon...........................................................................150
View, Print the Report ..................................................151
Double Break Information dialog box...........................152
Generate Chart box .....................................................153
Print icon ...........................................................................154
E-mail icon ........................................................................154
Export icon ........................................................................156
Record icon .......................................................................157
Save Custom Report dialog box ..................................158
Save as Custom Report dialog box .............................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 Reports...............................................................................182
Users ......................................................................................182
User/Categories .....................................................................183
User/IPs..................................................................................184
User/Sites...............................................................................185
Sites Reports ................................................................................186
Sites .......................................................................................186
Site/Categories.......................................................................187

10 8E6 TECHNOLOGIES, ENTERPRISE REPORTER 3.0 USER’SGUIDE
CONTENTS
Site/IPs ...................................................................................188
Site/Users...............................................................................189
Category Groups Report...............................................................190
User Groups Report......................................................................190
Page/Object Reports ....................................................................191
TECHNICAL SUPPORT / PRODUCT WARRANTIES SECTION 193
Technical Support .............................................................................193
Hours ............................................................................................193
Contact Information ......................................................................193
Domestic (United States)........................................................193
International............................................................................193
E-Mail .....................................................................................194
Address ..................................................................................194
Support 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 Lotus Notes ...................206
Step 1: Install Lotus Notes ................................................206
Step 2: Configure Microsoft Mail Client .............................206
Step 3: Verify Internet Explorer Settings ...........................206
INDEX.........................................................................207

8E6 TECHNOLOGIES, ENTERPRISE REPORTER 3.0 USER’SGUIDE 11
OVERVIEW
ENTERPRISE REPORTER 3.0 OVERVIEW
Though many companies have Internet filtering solutions to prevent employees from accessing inappropriate, non-
work related Web sites, simply blocking these sites is not
enough.Administrators want the ability to know who is
accessing which site, the duration of each site visit, and the
frequency of these visits.This data can help administrators
identify abusers, develop policies, and target sites to be
filtered, in order to maximize bandwidth utilization and pro-
ductivity.
The Enterprise Reporter 3.0 (ER 3.0) from 8e6 Technologies
is designed to readily obtain this information, giving the user
the ability to interrogate massive datasets through flexible
drill-downtechnology,untilthe desired view isobtained.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 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. 8e6’s proprietary programs “normalize” the
transferred data and insert them into a MySQLdatabase.The
ER 3.0 Client reporting application accesses this database to
generate a virtually unlimited number of queries and reports.

12 8E6 TECHNOLOGIES, ENTERPRISE REPORTER 3.0 USER’SGUIDE
OVERVIEW
Components
Hardware
• Highperformanceserver
• Oneormorehigh-capacityharddrives
• Optional:OneormoreNetworkAttachedStorage(NAS)
devices
Software
•LinuxOS
•GraphicalUserInterface(GUI)applicationutilizedby
authorizedadministratorstoconfigureandmaintaintheER
3.0Server
•8e6Technologies proprietaryprogramsforprocessing and
organizingfilestransferredviaWeb access logging
device(s)
•MySQLdatabase
•MSAccessRuntime
•8e6Technologiesproprietaryapplicationemployedby
reportusersforgenerating“views”andreports

8E6 TECHNOLOGIES, ENTERPRISE REPORTER 3.0 USER’SGUIDE 13
OVERVIEW
Environment
Client Workstation Requirements
Minimum system requirements include the following:
•450MHzCPU
•256MBRAM
•1024x768display
•1GBfreeharddrivespace
•Windows98,2000,NT4.0,orXPoperatingsystem
•InternetExplorer(IE)Version5.0orlater
Network Requirements
•High-speedconnectionfromtheER3.0ServertotheWeb
accessloggingdevice(s)
•High-speedconnectionfromtheER3.0Servertothe
Clientworkstation(s)

14 8E6 TECHNOLOGIES, ENTERPRISE REPORTER 3.0 USER’SGUIDE
OVERVIEW
How to Use this Manual
Organization
This User’s Guide is organized into the following sections:
• Overview-ThissectionprovidesinformationontheER
3.0application,andhowtousethismanualtohelpyou
configuretheER3.0ServerandClient.
• AdministratorSection-Refertothissectionforinforma-
tiononconfiguringandmaintainingtheER3.0Servervia
theAdministratorGUIapplication.
• ClientUserSection-Thissectionincludesinformationon
configuringandusingtheClientapplication.
• TechSupport/ProductWarrantiesSection-This
sectioncontainsinformationontechnicalsupportand
productwarranties.
• AppendicesSection-AppendixAprovidesinformationon
usingtheScheduledTaskWizardtoscheduleareportto
begeneratedataspecifiedtime.AppendixBprovides
informationonconfiguringLotusNotestoworkwithClient
applicationreports,insteadofMicrosoftOutlook.
• Index-Thissectionincludesanindexoftopicsandthefirst
pagenumberswheretheyappearinthisuser’sguide.

8E6 TECHNOLOGIES, ENTERPRISE REPORTER 3.0 USER’SGUIDE 15
OVERVIEW
Conventions
The following icons are used throughout this User’s Guide:
NOTE: The “note” icon is followed by italicized text providing
additional information about the current topic.
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.

16 8E6 TECHNOLOGIES, ENTERPRISE REPORTER 3.0 USER’SGUIDE
OVERVIEW
Terminology
The following terms are used throughout this User’s Guide.
Sample images (not to scale) are included for each item.
• alertbox -amessagebox
thatopensinresponsetoan
entryyoumadeinadialog
box,window,orscreen.This
boxoftencontainsabutton
(usuallylabeled“OK”)for
youtoclickinorderto
confirmorexecuteacommand.
• arrow-atriangular-shapedobjectorbutton thatdis-
playsinawindoworonascreen.Whendisplayedasa
non-stationaryobject,thearrowpointstotheitemthatwas
selectedinalist.Whendisplayedasabutton,thearrowis
static.Byclickingonthisbutton,dependingonthedirection
ofthearrow,thepreviousitemorthenextiteminalist
displaysorisselected.
• button-anobjectinadialogbox,window,or
screenthatcanbeclickedwithyourmouseto
executeacommand.
• checkbox-asmallsquareina
dialogbox,window,orscreenused
forindicatingwhetherornotyouwishtoselectanoption.
Thisobjectallowsyoutotogglebetweentwochoices.By
clickinginthisbox,acheckmarkoran“X”isplaced,
indicatingthatyouselectedtheoption.Whenthisboxisnot
checked,theoptionisnotselected.
• dialogbox -aboxthatopens
inresponsetoacommand
madeinawindoworscreen,
andrequiresyourinput.You
mustchooseanoptionby

8E6 TECHNOLOGIES, ENTERPRISE REPORTER 3.0 USER’SGUIDE 17
OVERVIEW
clickingabutton(suchas“Yes”or“No”,or“Next”or“Can-
cel”)toexecuteyourcommand.Asdictatedbythisbox,you
alsomightneedtomakeoneormoreentriesorselections
priortoclickingabutton.
• field-anarea
inadialog
box,window,
orscreenthat
eitheraccom-
modatesyour
dataentry,or
displayspertinentinformation.Atextboxisatypeoffield.
• frame-aboxed-inareainadialogbox,
window,orscreenthatincludesagroup
ofobjectssuchasfields,textboxes,list
boxes,buttons,radiobuttons,and/or
tables.Objectswithinaframebelongto
aspecificfunctionorgroup.Aframe
oftenislabeledtoindicateitsfunctionor
purpose.
• icon-asmallimageinadialogbox,window,or
screenthatcanbeclicked.Thisobjectcanbe
abuttonoranexecutablefile.
• listbox -anareainadialogbox,window,
orscreenthataccommodatesand/or
displaysentriesofitemsthatcanbeadded
orremoved.
• popup box orpopupwin-
dow-aboxorwindowthat
opensafteryouclickabutton
inadialogbox,window,or
screen.Thisboxorwindow
maydisplayinformation,ormayrequireyoutomakeoneor
moreentries.Unlikeadialogbox,youdonotneedto
choosebetweenoptions.

18 8E6 TECHNOLOGIES, ENTERPRISE REPORTER 3.0 USER’SGUIDE
OVERVIEW
• pull-downmenu-afieldina
dialogbox,window,orscreenthat
containsadown-arrowtotheright.Whenyouclickthe
arrow,amenuofitemsdisplaysfromwhichyoumakea
selection.
• radiobutton -asmall,circular
objectinadialogbox,window,or
screenusedforselectinganoption.Thisobjectallowsyou
totogglebetweentwochoices.Byclickingaradiobutton,a
dotisplacedinthecircle,indicatingthatyouselectedthe
option.Whenthecircleisempty,theoptionisnotselected.
• screen-amainobjectof
anapplicationthatdis-
playsacrossyourmonitor.
Ascreencancontain
windows,frames,fields,
tables,textboxes,list
boxes,icons,buttons,and
radiobuttons.
• table-anareainawindowor
screenthatcontainsitems
previouslyenteredorse-
lected.
• textbox-anareainadialog
box,window,orscreenthat
accommodatesyourdataentry.Atextboxisatypeof field.
• window-displaysona
screen,andcancontain
frames,fields,text
boxes,listboxes,icons,
buttons,andradio
buttons.Typesofwin-
dowsincludeonesfrom
thesystemsuchasthe
SaveAswindow,popupwindows,orloginwindows.

8E6 TECHNOLOGIES, ENTERPRISE REPORTER 3.0 USER’SGUIDE 19
ADMINISTRATOR SECTION: INTRODUCTION
ADMINISTRATOR SECTION
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:
•executesQuickStartproceduresdefinedinthefour-page
QuickStartGuideleafletpackagedwiththeER3.0Server
•providesasuitableenvironmentfortheServer,including:
• highspeed,FileTransferProtocol(FTP)linktothe
currentloggingdevice
• powerconnectionprotectedbyanUninterruptible
PowerSupply(UPS)
• highspeedaccesstotheServerbyauthorizedClient
workstations
•addsnewadministrators
•setsupadministratorsforreceivingautomaticalerts
•updatestheServerwithpatchessuppliedby8e6
•analyzesServerstatistics
•utilizesdiagnosticsformonitoringtheServerstatusto
ensureoptimumfunctioningoftheServer
Instructions on configuring and maintaining the ER 3.0 Server
are documented in this section.

20 8E6 TECHNOLOGIES, ENTERPRISE REPORTER 3.0 USER’SGUIDE
ADMINISTRATOR SECTION: CHAPTER 1 - ACCESSING THE SERVER
Chapter 1: Accessing the Server
Preliminary Network Settings
To initially set up your ER 3.0 Server, follow the instructions in
the Quick Start Guide, the four-page leaflet packaged with
your ER 3.0.This guide explains how to perform the initial
configuration of the Server so that it can be accessed via an
IP address on your network.
NOTE: If you do not have the ER 3.0 Quick Start Guide,
contact 8e6 Technologies immediately to have a copy sent to
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 communicate
with the Server via the Internet.
1. LaunchInternetExplorer(IE).
2. IntheaddresslineoftheIEbrowserwindow,typeinthe
Server’sIPaddress.Portnumber“88”shouldbeappended
tothisIPaddress.Forexample,ifyourIPaddressis
1.2.3.4,typeinhttp://1.2.3.4:88.
3. ClicktheGobuttontoopenthelogindialogboxofthe
AdministratorGUIapplication.