background image

I

NDEX

106

8

E

6 T

ECHNOLOGIES

, E

NTERPRISE 

R

EPORTER

 A

DMINISTRATOR

 U

SER 

G

UIDE

D

data storage setup

 66

Database Menu

 50

database status logs

 62

Date Scope

Expiration screen

 66

diagnostic reports

 62

dialog box, terminology

 4

disable pop-up blockers

 95

E

Elapsed Time

 58

expiration

 68

Expiration screen

 66

expire

data from Server

 66

passwords

 79

terminology

 68

F

field, terminology

 5

File Transfer Protocol (FTP)

 31

 47

frame, terminology

 5

FTP (File Transfer Protocol)

 31

 32

 33

 47

G

generate

static table of IP addresses, machine names

 54

H

hardware

 9

I

install

Server patch

 43

Internet Explorer

 10

 98

Summary of Contents for R3000IR ER 4.0

Page 1: ...Enterprise Reporter USER GUIDE Administrator Console R3000IR Model ER 4 0 Release 4 1 20 Manual Version 1 01...

Page 2: ...II 8E6 TECHNOLOGIES ENTERPRISE REPORTER ADMINISTRATOR USER GUIDE...

Page 3: ...es 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...

Page 4: ...IV 8E6 TECHNOLOGIES ENTERPRISE REPORTER ADMINISTRATOR USER GUIDE...

Page 5: ...9 Environment 10 Workstation Requirements 10 Network Requirements 10 Chapter 1 Accessing the Server 11 Preliminary Network Settings 11 Procedures for Accessing the Server 11 Procedures for Logging On...

Page 6: ...5 Set up and Activate Self Monitoring 35 Remove Recipient from E mail Notification List 35 Deactivate Self Monitoring 35 Server Status screen 36 View the Status of the Server 37 Secure Access screen 3...

Page 7: ...61 Add a Page Type 61 Tools screen 62 View Diagnostic Reports 63 View Database Status Logs 63 Expiration screen 66 Expiration Screen Terminology 67 Expiration Rules 68 View Data Storage Statistics 69...

Page 8: ...trator Console 89 Use the Server in the Evaluation Mode 91 Expiration screen 91 Change the Evaluation Mode 92 Activation Page 93 Appendix B 95 Disable Pop up Blocking Software 95 Yahoo Toolbar Pop up...

Page 9: ...th utilization and productivity The Enterprise Reporter ER from 8e6 Technologies is designed to readily obtain this information giving the user the ability to interrogate massive datasets through flex...

Page 10: ...is section for infor mation on configuring and maintaining the ER Server via the Administrator console application Tech Support Product Warranties Section This section contains information on technica...

Page 11: ...e 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...

Page 12: ...at can be clicked with your mouse to execute a command checkbox a small square in a dialog box window or screen used for indi cating whether or not you wish to select an option This object allows you...

Page 13: ...a specific function or group A frame often is labeled to indi cate its function or purpose list box an area in a dialog box window or screen that accommodates and or displays entries of items that ca...

Page 14: ...n a dot is placed in the circle indi cating that you selected the option When the circle is empty the option is not selected screen a main object of an applica tion that displays across your monitor A...

Page 15: ...OLOGIES ENTERPRISE REPORTER ADMINISTRATOR USER GUIDE 7 window displays on a screen and can contain frames fields text boxes list boxes buttons and radio buttons Types of windows include ones from the...

Page 16: ...er Supply UPS high speed access to the Server by authorized Client workstations adds new administrators sets up administrators for receiving automatic alerts updates the Server with software updates s...

Page 17: ...ore high capacity hard drives Optional One or more attached NAS storage devices e g Ethernet connected SCSI connected SAN Software Linux OS Administrator Graphical User Interface GUI console utilized...

Page 18: ...blocking software if installed must be disabled Session cookies from the ER Server must be allowed in order for the Administrator console to function properly NOTE Information about disabling pop up b...

Page 19: ...pted while the Server is running the Server should be connected to a UPS or other battery backup system Procedures for Accessing the Server WARNING Once you turn on the Server DO NOT interrupt the ini...

Page 20: ...ator console application see Fig 1 1 1 Procedures for Logging On Off the Server Log On Fig 1 1 1 Login screen 1 In the login screen type in the generic User Name admin and Password reporter if you hav...

Page 21: ...ix A Evaluation Mode for information on using the ER Server in the evaluation mode or for changing the Server from this mode to the activated mode If you are logging on during a subsequent session the...

Page 22: ...ata from the R3000 choose Archive if you wish the Server to function in the archive mode solely as a receptacle for histor ical archived files In this mode old files placed on the Server can be viewed...

Page 23: ...the Add Edit Delete Administrators screen where you will set up your user name and password Fig 1 1 3 Add Edit Delete Administrators screen 2 Select New Administrators from the pull down menu 3 In the...

Page 24: ...ISTRATOR USER GUIDE 5 In the Confirm Password field re enter the password in the exact format used at the Password field 6 Click the Save button Log Off To log off the Administrator console click the...

Page 25: ...window to close the window Exiting the Administrator console will log you off the Server but will not turn off the Server WARNING If you need to turn off the Server follow the shut down procedures ou...

Page 26: ...nsole displays in your Web browser Fig 1 2 1 Administrator console main screen The Administrator console is used for configuring and main taining the ER Server Settings made in the Administrator conso...

Page 27: ...Mode sub section under the Network Menu section in this chapter TIP When making a complete configuration of the Server 8e6 Technologies recommends you navigate from left to right Network to Server to...

Page 28: ...tatus pop up box opens to inform you that the ER unit is currently in the evaluation mode To continue using the box in the evaluation mode click the X in the upper right corner to close the pop up box...

Page 29: ...x Mode 2 Click the radio button 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 effe...

Page 30: ...selected from the Network menu This screen is used for viewing adding editing and deleting the login ID of personnel authorized to configure the Server For security purposes administrators should be...

Page 31: ...ay include upper and or lowercase alphanumeric char acters and special characters 3 In the Password field enter eight to 20 characters including at least one alpha character one numeric char acter and...

Page 32: ...ORTER ADMINISTRATOR USER GUIDE Delete an Administrator 1 Select the administrator s user name from the pull down menu 2 After the administrator s login ID information populates the fields click the De...

Page 33: ...s and IPs screen The Locked out Accounts and IPs screen displays when the Lockouts option is selected from the Network menu This screen is used for unlocking accounts or IP addresses of administrators...

Page 34: ...ut Locked out Web Client Accounts There is no Web client account currently locked out Locked out IPs There is no IP currently locked out If there are any locked accounts IP addresses in a frame each l...

Page 35: ...REPORTER ADMINISTRATOR USER GUIDE 27 IP x x x x has been successfully unlocked NOTE In the text above xxx and x x x x represents the unlocked username IP address 3 Click OK to return to the Locked out...

Page 36: ...R ADMINISTRATOR USER GUIDE Server Menu The Server pull down menu includes options for setting up processes for maintaining the Server These options are Backup Self Monitoring Server Status Secure Acce...

Page 37: ...s FTP account for executing an immediate backup on the ER Server and for performing a restoration to the database from the previous backup run Fig 1 2 7 Backup screen Backup and Recovery Procedures I...

Page 38: ...of the data base and the current date and time Some scenarios and action plans to consider include the following The ER database becomes corrupted Correct the root problem Restore the database from th...

Page 39: ...updated Account ID will be activated after two minutes Execute a Manual Backup In addition to performing on demand backups in preparation for a disaster recovery you may wish to execute a manual backu...

Page 40: ...at you do not perform other func tions on the ER Server until the backup is complete The time it will take to complete the backup depends on the size of all tables being saved Perform a Remote Backup...

Page 41: ...Perform 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 Server s internal backup drive On the ER Server s Bac...

Page 42: ...receive automated notifications if prob lems occur with the network Possible alerts include situa tions in which a daemon stops running software fails to run corrupted files are detected or a power ou...

Page 43: ...tered in the previous field Entries in the three remaining 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...

Page 44: ...n The Server Status screen displays when the Server Status option is selected from the Server menu This screen which automatically refreshes itself every 10 seconds displays the statuses of processes...

Page 45: ...are displays at the top of the screen along with the date that software version was implemented Status information displays in the following sections of this screen CPU Utilization includes CPU proces...

Page 46: ...ure Access screen The Secure Access screen displays when the Secure Access option is selected from the Server menu This screen is primarily used by 8e6 technical support represen tatives to perform ma...

Page 47: ...Port to Access the Server 1 After the administrator at the customer s site authorizes you to use a designated port to access their Server enter that number at the Port field 2 Click the Start button t...

Page 48: ...erver select the active port number from the list box by clicking on it 2 Click the Stop button to terminate the port connection This action removes the port number from the list box Terminate All Por...

Page 49: ...pdate 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 supplied by 8e6 and...

Page 50: ...most recently applied software update can be unapplied by clicking Undo This action removes the software update from the Server View Available Software Updates Any software update available for instal...

Page 51: ...ction in this chapter All soft ware updates must be installed in numerical order on your Server NOTES Be sure to terminate all reports that are currently running or are scheduled to run before applyin...

Page 52: ...TECHNOLOGIES ENTERPRISE REPORTER ADMINISTRATOR USER GUIDE Apply Now 1 Click Apply Now to open a dialog box containing infor mation about the software release Fig 1 2 14 Software update dialog box 2 C...

Page 53: ...etermine whether the software update has been successfully applied click the hyperlink here beneath the ER Patch History frame in the Software Update screen to open the Patch Log window Fig 1 2 16 Pat...

Page 54: ...een displays when the Shut Down option is selected from the Server menu This screen is used to restart or shut down the Server s software or hardware Fig 1 2 17 Shut Down screen Server Action Selectio...

Page 55: ...re The Restart Software option should be selected if daemons fail to run and or the database needs to be started again When this option is selected the MySQL database is rebooted Shut Down the Server...

Page 56: ...INISTRATOR USER GUIDE Web Client Server Management screen The Web Client Server Management screen displays when the Web Client Server Management option is selected from the Server menu This screen is...

Page 57: ...his option to let users log into the Web Client using an HTTP IP address HTTPS Choose this option to let users log into the Web Client using an HTTPS IP address NOTE Remove the check mark to disable a...

Page 58: ...Tools Expi ration NAS Status Optional Features and User Group Import Fig 1 2 19 Database menu main screen User Name Identification screen The User Name Identification screen displays when the IP ID o...

Page 59: ...REPORTER ADMINISTRATOR USER GUIDE 51 Fig 1 2 20 User Name Identification screen with IP ID activated As the administrator of the Server you have the option to either enable or disable this feature for...

Page 60: ...a firewall is used it should be set up to prevent logging NetBIOS requests outside the network If using IP ID note that user login times are established for set periods of 15 minutes and if more than...

Page 61: ...ing any machine that is not assigned to a specific user 1 Click in the checkbox to indicate that you wish to create a customized text label for unidentified user machines 2 In the Replace the default...

Page 62: ...firm the successful execution of this task b Click the Back button to return to the User Name Identification screen 4 In the IP Machine Username to ignore list boxes enter all IP addresses machine nam...

Page 63: ...Display Setting screen This Username Display Setting screen displays when the Username Display Setting option is selected from the Data base menu This screen is used for configuring the user name for...

Page 64: ...ish to include in the username format in the report 2 Click Add to include this selection in the Raw Log Fields list box below NOTE Follow steps 1 and 2 for each consecutive field to be added to the R...

Page 65: ...ow steps 3 and 4 for each field to be added to the Display username field below Each additional selection added to the display name is preceded by a backslash 5 Click Apply to save your entries and to...

Page 66: ...abase 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...

Page 67: ...thin 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 Elapse Time field the user will be tracked as having visited th...

Page 68: ...on screen displays when the Page Defini tion option is selected from the Database menu This screen is used for specifying the types of pages to be included in the detail report for Page searches Fig 1...

Page 69: ...a Page Type To remove a page type from the detail report 1 Select the page extension from the Current page types list box 2 Click Remove 3 Click Apply Add a Page Type To add a page type in the detail...

Page 70: ...s 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 applicati...

Page 71: ...ist This report shows a list of current SQL queries in the database in the full format that includes all columns of data Tables This report contains a list of the names of tables currently in the data...

Page 72: ...number of valid and invalid records that are processed db Nbtlookup This log provides a list of user machine IP addresses from the NetBIOS lookup db Split This log contains information pertaining to...

Page 73: ...his log gives information about applied software updates MYSQL Log This log provides information pertaining to the MySQL server Error Entry R2k This log displays a list of R2000 query errors Error Ent...

Page 74: ...tabase menu This screen shows statistics on the amount of data currently stored on the Server box and provides an estimated date when that data will expire By reviewing the current database disk space...

Page 75: ...the Internet as well as the indexes for these items When setting up the Server to store data 8e6 recom mends that you allocate the highest percentage possible for live data storage since reports run...

Page 76: ...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 th...

Page 77: ...1 24 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 time...

Page 78: ...ne 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...

Page 79: ...anged 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 wee...

Page 80: ...late 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 a...

Page 81: ...nd sub administrators who generate reports via the Client applica tion Report processing times are slower when generating reports that include non indexed data If your Server is set up to store only l...

Page 82: ...The NAS Status screen displays when the NAS Status option is selected from the Database menu This screen is used for verifying the status of the Network Attached Storage NAS device The NAS is used for...

Page 83: ...ify that the NAS is properly connected to the ER NOTE Refer to the Quick Start Guides for the ER and NAS devices for setup information Optional Features screen The Optional Features screen displays wh...

Page 84: ...ADMINISTRATOR SECTION CHAPTER 2 CONFIGURING THE ER SERVER 76 8E6 TECHNOLOGIES ENTERPRISE REPORTER ADMINISTRATOR USER GUIDE Fig 1 2 27 Optional Features screen...

Page 85: ...be generated by the administrator 1 Click the radio button corresponding to ON to make the Top 20 Users by Blocked Request canned report selec tion available in an administrator s Canned Reports menu...

Page 86: ...reports will include Web page hits only or both Web page and object hits Objects include images graphics multimedia items and text item object files WARNING If Pages only is selected all records of ob...

Page 87: ...be set to never expire Number of x days prior to expiration Choose this option if password will be set to expire after x number of days in which x represents the number of days the password will be v...

Page 88: ...P address after entering the incorrect password Allowable Number of Failed Password Attempts With the Lockout by Username and or Lockout by IP Address option s enabled enter the number of times a user...

Page 89: ...abase menu This screen is used for specifying R3000 servers to send LDAP user group membership information to this ER Server Fig 1 2 28 User Group Import screen Import User Groups NOTE R3000 IP fields...

Page 90: ...lay the next four sets of entry fields 3 After specifying all R3000 servers click Import Now to begin the data importation process 4 When the importation process has successfully been completed a conf...

Page 91: ...or contact us by phone by e mail or in writing Hours Regular office hours are from Monday through Friday 8 a m to 5 p m PST After hours support is available for emergency issues only Requests for ass...

Page 92: ...Phone Numbers 8e6 Corporate Headquarters USA 828 West Taft Avenue Orange CA 92865 4232 USA Local 714 282 6111 Fax 714 282 6116 Domestic US 1 888 786 7999 International 1 714 282 6111 8e6 Taiwan 7 Fl N...

Page 93: ...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...

Page 94: ...nologies 8e6 Technologies warrants that the 8e6 product s do es not infringe on any third party copyrights or patents This warranty shall not apply to the extent that infringement is based on any misu...

Page 95: ...technician can be reached by voice line Technical support information Online http www 8e6 com support html Toll Free 888 786 7999 press 3 Telephone 1 714 282 6111 press 3 E mail support 8e6 com Have t...

Page 96: ...parts will 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...

Page 97: ...the evaluation mode and how to activate the ER Server to function in the activated mode Administrator Console After logging on the Server the ER Status pop up box opens to inform you that the ER unit...

Page 98: ...one of two ways by extending the evaluation period or by activating the unit so that it can be used in the activated mode NOTE The message EVALUATION MODE MAX DATA STORAGE X WEEKS also displays at the...

Page 99: ...tion Mode To use the unit in the evaluation mode click the X in the upper right corner of the ER Status pop up box to close it Expiration screen In the evaluation mode the Expiration screen can only b...

Page 100: ...of data that will be stored on the Server Thus the Save button is not included at the bottom of the screen Change the Evaluation Mode After the designated evaluation period has expired you may extend...

Page 101: ...speak to a technical support representa tive about changing the evaluation mode The technical support representative will ask you for the following information a Hostname IP address and Mac Address b...

Page 102: ...he Activation Page pop up box If extending the evaluation period for the unit the following message displays It is now in evaluation mode X weeks in which X represents the number of weeks in the new e...

Page 103: ...on how to disable pop up blocking software for the following products Yahoo Toolbar Google Toolbar AdwareSafe and Windows XP Service Pack 2 SP2 Yahoo Toolbar Pop up Blocker Add the Client to the White...

Page 104: ...n the Yahoo Pop Up Blocker dialog box Fig B 2 Allow pop ups from source 3 Select the source from the Sources of Recently Blocked Pop Ups list box to activate the Allow button 4 Click Allow to move the...

Page 105: ...the Client to the White List To add the Client to the white list so that it will always be allowed to pass go to the Google Toolbar and click the blocked icon Fig B 3 blocked icon enabled Clicking th...

Page 106: ...ed and disabling pop up blocking Popup protection off by clicking the pop up icon 1 In the IE browser go to the SearchSafe toolbar and click the icon for popups blocked to toggle to Popup protec tion...

Page 107: ...Windows XP SP2 Set up Pop up Blocking There are two ways to enable the pop up blocking feature in the IE browser Use the Internet Options dialog box 1 From the IE browser go to the toolbar and select...

Page 108: ...ser go to the toolbar and select Tools Pop up Blocker Turn On Pop up Blocker Fig B 6 Toolbar setup When you click Turn On Pop up Blocker this menu selec tion changes to Turn Off Pop up Blocker and act...

Page 109: ...your white list Use the IE Toolbar 1 With pop up blocking enabled go to the toolbar and select Tools Pop up Blocker Pop up Blocker Settings to open the Pop up Blocker Settings dialog box Fig B 7 Pop...

Page 110: ...toolbar and select Tools Pop up Blocker Pop up Blocker Settings to open the Pop up Blocker Settings dialog box see Fig B 7 2 In the Notifications and Filter Level frame click the checkbox for Show Inf...

Page 111: ...ISE REPORTER ADMINISTRATOR USER GUIDE 103 3 Click Yes to add the Client to your white list and to close the dialog box NOTE To view your white list go to the Pop up Blocker Settings dialog box see Fig...

Page 112: ...APPENDICES SECTION APPENDIX B 104 8E6 TECHNOLOGIES ENTERPRISE REPORTER ADMINISTRATOR USER GUIDE...

Page 113: ...15 Administrator GUI 18 alert box terminology 4 archive data setup on Server 66 terminology 67 B back up data internal on demand backup 31 to remote server 32 backup procedures 29 Backup screen 29 Bl...

Page 114: ...ialog box terminology 4 disable pop up blockers 95 E Elapsed Time 58 expiration 68 Expiration screen 66 expire data from Server 66 passwords 79 terminology 68 F field terminology 5 File Transfer Proto...

Page 115: ...screen 25 lockout 79 log database status 63 off the Server 16 on the Server 12 M Manual Backup button 31 Manual Restore button 33 MySQL 1 9 47 N NAS Status screen 74 Network Menu 19 network requireme...

Page 116: ...Start Guide 75 R R3000 1 20 52 81 R3000IR Quick Start Guide 11 radio button terminology 6 remote server backup 32 reports diagnostic 63 restart the Server 46 restore data from backup 33 rules elapsed...

Page 117: ...rminology 6 technical support 38 Technical Support section 83 Terminology 4 text box terminology 6 Tools screen 62 U update Server software 41 User Group Import screen 81 User Name Identification scre...

Page 118: ...INDEX 110 8E6 TECHNOLOGIES ENTERPRISE REPORTER ADMINISTRATOR USER GUIDE...

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