Foreword. 2 Requirements. 3 Modifying Permissions. 4 Printing a report. 2 Layout Basics. Component Creations

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2 I e/pop Audit & Reporting Server Table of Contents Foreword 0 Part I Introduction 3 Part II Technology Overview 4 Part III e/pop A&R Server 6 1 Overview Requirements Installing e/pop... A&R server 6 4 Connecting e/pop... Server to the A&R Server 9 Part IV e/pop A&R Client 1 Overview Requirements Installing e/pop... A&R Client 11 Part V Logon Audit and Reporting 13 1 Connecting to... the e/pop A&R Server 13 Part VI Roles and Permission 1 Overview Creating accounts... and changing passwords 15 3 Modifying Permissions Part VII Search, Browse & Print 1 Overview Creating a report... via the wizard 19 3 Creating a report... manually 23 4 Printing a report Part VIII Report Builder and Query 27 1 Introduction Layout Basics Component Creations Basic Component... Selection 29 Band Adjustment Docking Toolbars Sizing Components Aliging Components Positioning Components... 34

3 Contents II Front to Back Order Advance Component... Selection 37 Advance Sizing Speed Menu Working with... database information 41 The Data Tree Creating a sample... report 44 Report Layout Sample Report Part IX Export Data 49 1 Export Data Part X Content Filtering 51 1 Content Filtering Part XI Settings 1 Settings Index 54 II

4 3 1 e/pop Audit & Reporting Server Introduction The e/pop Audit & Reporting Server is a complimentary product to WiredRed's e/pop 3.0 messaging system. It provides recording, archiving, searching, exporting, supervisory access and control, and report design. It also includes regulatory compliance, easy access to all e/pop messages, text chat, presence information and more. Features The table below provides a brief description of the main features in the e/pop Audit & Reporting client. Features Description Logon Audit and Reporting Allow user to logon to the A&R Server and have access to the A&R features based on assigned security rights This feature allow users to search and print e/pop activity Search, Browse and Print Report builder and query Roles and Permission Report builder and query is special tool for advanced users who want to create custom templates for A&R reports The export feature is for advance users who want to export e/pop data to 3rd part databases, like CSV, MS SQL, Access & Oracle Content filtering allows users to setup the A&R Server to monitor occurrences of certain words or phrases Create A&R accounts and control permissions Settings Connection properties for A&R client Export data Content Filtering

5 Technology Overview 2 4 Technology Overview The e/pop A&R Server collects all e/pop activity such as status history, pop up messages, chat conversations, application sharing sessions, remote control sessions and remote admin task. The information collected is stored in a high performance database, which is located in the installed directory. The A&R client (which can be operated on the e/pop A&R Server, or another PC) is used for administrative purposes such as generating queries and reports, exporting data and managing A&R accounts. There are several factors to consider when implementing e/pop A&R Server in an organization. These factors are location, usage, administration and performance. The first diagram illustrates how e/pop A&R Server is tied to a company's e/pop infrastructure in a single physical location with one e/pop Server. In this design, the e/pop A&R Server has a direct connection to the e/pop Server which relays all e/pop activity to the A&R Server. Diagram 1 The second diagram illustrates an organization with multiple offices in separated physical or geographical regions. The e/pop A&R Server tracks all e/pop activity from each location and stores the information in one e/pop A&R database. This implementation allows organizations to monitor all e/pop traffic within the organization without taking physical locations into consideration. Due to performance issues, this design requires high-speed connections between all e/pop Servers and the e/pop A&R Server.

6 5 e/pop Audit & Reporting Server Diagram 2 The third diagram illustrates an organization with e/pop Servers located in multiple offices but want to separate e/pop information into 2 e/pop A&R databases. This design is best suited for offices with slow WAN connections or organization that require each office to monitor their own e/pop traffic. Diagram 3.

7 e/pop A&R Server 3 e/pop A&R Server 3.1 Overview 6 The e/pop Audit and Reporting Server offers financial services-related companies a method to achieve compliance with new U.S. regulations regarding electronic correspondence. Currently, the e/pop Audit and Reporting Server is the only product available that meets key requirements for supervisory access. The product includes: Searching Printing Archiving Logging Report design Exporting Content filtering Policy driven management The e/pop Audit and Reporting Server adds additional administration capabilities to WiredRed's e/pop messaging system by enabling authorized users to capture and generate reports on all activity, including remote administration logs, user status, date, time and content of messages and chat sessions. Using a roles and permissions-based approach, the Audit & Reporting Server enables companies to designate specific individuals with access to multiple levels of data based on the companies' own unique supervisory hierarchy. 3.2 Requirements The requirements specified below is the minimum needed for a successful e/pop A&R Server installation. The minimum requirements do not take performance into account. Organizations using A&R should decide on specifications to best suite their environment and need. Contact WiredRed Technical Support for more information or specific server sizing. Minimum Software Requirements Windows NT4 (SP3), 2000 or XP server TCP/IP installed and configured e/pop Client & Server and above Minimum Hardware Requirements PII 400 MHz or greater 128 RAM or greater 300 MB hard drive space or greater 3.3 Installing e/pop A&R server The first step in setting up e/pop Audit & Reporting server is to ensure you have the latest client and server versions downloaded from WiredRed's website. Please click the link below to download the latest version. (NOTE: You should also be running the current e/pop client and e/pop server as well)

8 7 e/pop Audit & Reporting Server e/pop A&R Server e/pop A&R Server version history Before running the e/pop A&R Server setup, you must decide if the e/pop A&R server will reside on the same PC as the e/pop Server or on a separate PC. This decision should be based on the A&R Server's performance and availability. If you want fast performance when running queries or reports, WiredRed recommends placing the A&R Server on a dedicated server. If the A&R server will only be used for occasional auditing between e/pop users, you can run the A&R Server on a non-dedicated server. Again, contact WiredRed Technical Support if you have any questions. Installing e/pop A&R Server Step 1. After downloading both programs, run the A&R Server setup, which is earssetup.exe. We recommend installing to the default settings. Step 2. Walk through the e/pop A&R wizard when the setup is complete.

9 e/pop A&R Server When the setup is complete, you will see a viewer window indicating the e/pop A&R Server is running. 8

10 9 3.4 e/pop Audit & Reporting Server Connecting e/pop Server to the A&R Server After the e/pop A&R server is installed, the next step is to configure the e/pop Server to connect to the e/pop A&R server. Note: If you are running e/pop Server version and above prior to installing e/pop A&R Server, the e/pop Server will maintain and track all e/pop activity in the database for a 30 day period and purge the information using first in, first out (FIFO). When the e/pop Server connects to an A&R Server, e/pop Server will relay all the information in the database to the A&R Server for permanent archiving. Step 1. Start the e/pop Server console program and click on the [Server Settings] button on the toolbar and click the [Audit & Reporting] tab. Specify the A&R Server IP address in the TCP/IP edit box located at the bottom of the settings window. Step 2. After enabling A&R Server connection option in the e/pop Server console, the viewers will display the e/pop Server connecting to the A&R Server.

11 e/pop A&R Server 10 The above diagram shows two viewers running and the e/pop Server successfully connecting to the A&R Server. This also indicates the e/pop Server and the A&R Server are running on the same physical PC. The e/pop A&R Server setup is now complete. From this point on, the e/pop Server will forward all e/pop activity to the e/pop A&R Server, which can be viewed via the e/pop A&R client software.

12 11 e/pop Audit & Reporting Server 4 e/pop A&R Client 4.1 Overview The e/pop A&R client is used to administer and view the data collected by the e/pop A&R Server. With the A&R client, organizations can create reports using predefined templates or custom templates created via the template creator. In addition, the A&R client is used to create and control user access to the information collected. These access controls include both the users and type of data that can be viewed and queried. 4.2 Requirements The requirements specified below is the minimum needed for a successful e/pop A&R Server installation. The minimum requirements do not take performance into account. Organizations using A&R should decide on specifications to best suite their environment and need. Contact WiredRed Technical Support for more information or specific server sizing. Software Requirements Windows 95, 98, Me, NT4 (SP3), 2000 or XP Professional TCP/IP installed and configured e/pop Client and above Minimum Hardware Requirements PII 400 MHz or greater 128 RAM or greater 50 MB hard drive space or greater 4.3 Installing e/pop A&R Client e/pop A&R client will run on any PC with Windows 95, 98, Me, NT4, 2000 or XP. Before installing the e/pop A&R client, make sure 1) The hardware requirements are met; 2) The OS has the most recent patch installed; and 3) TCP/IP is installed and configured. The e/pop A&R client can run on any Windows based PC so you have to decide which PC should have the A&R client based on the users responsibility within the organization. Installing e/pop A&R client e/pop Audit & Reporting client version history Step 1. First, install the e/pop A&R client by running earcsetup.exe. e/pop A&R Client:

13 e/pop A&R Client 12 Step 2. When the installation is complete, the wizard will ask if you want to run the A&R client. If you choose not to run the A&R at this time, you can do so later by double clicking the A&R client icon on the desktop. The image below illustrates e/pop A&R client running on a Windows PC.

14 13 e/pop Audit & Reporting Server 5 Logon Audit and Reporting 5.1 Connecting to the e/pop A&R Server The e/pop Audit and Reporting system provides supervisory access controls to all the information contained within the e/pop Audit and Reporting system. Account and password access to the Audit and Reporting system limits and controls who can access message and chat conversation information. Logging on for the first time and creating accounts Before using the A&R client you must first logon to the system using the default admin account. To logon to the A&R Server, click the [Logon Audit and Reporting] button in the A&R client and enter the default account and password. Default Username: admin Default Password: password After logging on, all features will accessible.

15 Logon Audit and Reporting 14 After logging on, you should change the default admin password to prevent unauthorized access to the A&R data. In addition, you should also consider creating a second admin account as a backup account.

16 15 e/pop Audit & Reporting Server 6 Roles and Permission 6.1 Overview The e/pop Audit and Reporting system provides supervisory access controls to all the information contained within the e/pop Audit and Reporting system. Account and password access to the Audit and Reporting system limits and controls who can access message and chat conversation information. Individual supervisors and managers can be provided limited access to specific users and groups or employees that comprise only their department. In turn, access to all the tools provided within the e/pop Audit and Reporting system can be further restricted to limit what tools can be accessed by these managers. 6.2 Creating accounts and changing passwords e/pop A&R accounts are used to access A&R data information. Since regular users do not require access the A&R data, there is no need to create an A&R account for every e/pop user. Each account is created individually providing the best flexibility and control. (ex: departmental level account) Creating a new account To create a new account, click on [Roles and Permission] Select [Add]. Enter the login name and password for the new account Click on [OK]. Changing passwords If you want to change the password, you must first select an account from the drop down list. Next click on the [Edit] button, Enter the new password and click [OK]

17 Roles and Permission Modifying Permissions The information collected by the A&R Server data is consider sensitive data. For this reason, WiredRed recommends creating accounts with different security levels so designated user can view only the data granted to that user. A recommended method for implementing this idea is to create an account for each department and assigning security levels to department heads so they can only view data for users within their department. How to create accounts Assigning Permissions Step 1. The first step in assigning permissions is to logon to the A&R Server using the admin account. Step 2. Next, click on [Roles and Permissions] Step 3. Select an A&R account from the drop box and click [Edit] Step 4. Select the desired features you wish to assign the user under the Roles tab

18 17 e/pop Audit & Reporting Server Step 5. Click the 'Users' tab. There are 2 option on this tab, first is 'Allow access to all users'. This option allow the assigned A&R user to view e/pop data for all users. This is an administrative control so you must give this option careful consideration before assigning it to a specific user.

19 Roles and Permission The second option Limits the data the selected user can view. 18

20 19 e/pop Audit & Reporting Server 7 Search, Browse & Print 7.1 Overview The searching capabilities of the e/pop Audit and Reporting product allow you to quickly locate message and chat conversations by search keywords or content. You can isolate communications by date ranges, specific users or groups, organizations and locations. The search feature allows you to choose from a variety of tables including messages, chat, status and virtually every feature offered within the e/pop product. 7.2 Creating a report via the wizard This section describes creating a report using the wizard. Step 1. Start the e/pop A&R client and click the [Search, Browse and Print] button Step 2. Select to search either Message or Chat activity.

21 Search, Browse & Print Step 3. Specify the date range Step 4. Enter the text content for the A&R client to search 20

22 21 e/pop Audit & Reporting Server Step 5. Select the users to included in the search result. Selecting the 'All' users option, the search result will include message and chat that transpired between all e/pop users that contain the words specified in step 4. If a specific user is selected, the search result will only include message and chat that contain the selected users. Step 6. Select the e/pop Organization to include in the search

23 Search, Browse & Print 22 Step 7. Specify the e/pop Location to include in the search Step 8. Click on [Finish] when complete. The e/pop A&R client will display the search result when the search is complete. Double click on any record to view each result in detail

24 e/pop Audit & Reporting Server Creating a report manually This topic describes creating a report using manual options. Step 1. Click the [Search, Browse & Print] button

25 Search, Browse & Print 24 Step 2. Click [Cancel] on the wizard window Step 3. Select the desired table from the drop down box and enter all necessary search criteria

26 e/pop Audit & Reporting Server Printing a report Before printing a report, you must first create a report by using the query option. How to create a report Step 1. Select one or more entries in the grid and click the [Run Report] option on the query result window. Step 2. Click on [OK] in the Select Report window

27 Search, Browse & Print 26 Step 3. Click the printer icon to print the report. Note: The report generator uses the default template when a report is generated. There are basic templates for Messages, Chat, AppShare, Remote control and Remote Admin.

28 27 e/pop Audit & Reporting Server 8 Report Builder and Query 8.1 Introduction Welcome to Learning ReportBuilder, a tutorial developed to teach you how to create custom reports. The tutorial is aimed to familiarize the end user with the Report Builder user interface and to educate the user on the features in Report Designer. Image 1. DESIGN The Report Designer, pictured above, is the application you will use to build reports. It contains three main workspaces: Data, Design, and Preview. When first displayed, the Report Designer defaults to the design workspace because this is where you will spend the majority of your report-building time. The design workspace is divided into two areas: the workbench and the canvas. The workbench is comprised of toolbars, component palettes, rulers, and other tools that can be used to manipulate the canvas. The canvas is the area that contains the report layout. This is where we place the bands and components that will ultimately control the content of each page of the report. PREVIEW The preview tab plays an integral role in the report-creation process because it allows you to see how the report will look when printed. As you work through the tutorials, you'll notice that this work-space is frequently accessed so that we can see how the report is shaping up. We will make many changes and corrections based on what we see in this workspace. The tools in this space allow you to view each page of the report or

29 Report Builder and Query 28 zoom in to get a better look at a specific page. You can also print the report from the preview workspace. DATA The data workspace is often the key to successful report creation because it allows us to select and manipulate the data needed for a given report. These tasks are accomplished via two visual tools: the Query Wizard and the Query Designer. These tools greatly simplify the often-difficult task of data selection by giving us the ability to select data without requiring an in-depth knowledge of databases. Once the data is selected, we can begin laying out the report. 8.2 Layout Basics Component Creations The first thing you need to know in order to write a report is the significance of the canvas. The canvas is divided into sections called bands. A band is labeled in the section divider immediately below it; thus, the first band is called the 'header', the second is called the 'detail', and the third is called the 'footer'. When the report generates, the bands are printed on different parts of the page. There are many different band types for different occasions, but for now we'll just use the header, detail, and footer bands. Let's create some components and put them in the bands. A component is an element used to control how the report looks. Each component has a unique purpose. 1. From the File menu, select New Report. The Report Designer will appear with the design workspace active. 2. Locate the label icon on the toolbar. 3. Click the icon. 4. Click in the white space of the header band. You've just created a label component. 5. Create two more labels in the header band. 6. Locate the shape icon on the toolbar. 7. Click the icon. 8. Click in the white space of the header band in order to create a shape. 9. Press Ctrl + S to save your work. Name the report 'MyMessageReport'. Save at the end of each task.

30 29 e/pop Audit & Reporting Server Note: You can use the process of clicking the icon, then clicking in a band to create any type of component Basic Component Selection BASIC COMPONENT SELECTION Once components are created, the real work begins, for each component needs to be carefully positioned in order to create a high-quality report. 1. Select the Label1 component by clicking on it. The selected label should look like this: 2. Select the remaining components: hold down the Shift key and then click on the other two labels and the shape. All of the components should now be selected. You can tell that they are selected by the small gray boxes surrounding each component. These boxes are called selection handles. 3. Click on the white space of the header band. Notice that the components are deselected. 4. Click on the white space to the left of the first label, hold down the left mouse button, and begin dragging the mouse down. A bounding box will appear. It should look like the rectangular box below. 5. Drag the mouse across the components until the bounding box encompasses all of the components. 6. Release the mouse button. All of the components will be selected. 7. Place your cursor over one of the components and drag in any direction. Notice how all of the components move in unison. This is called a component selection. Note: These are the two methods you can use to select multiple components: the shiftclick method (hold down the Shift key and click the components) and the bounding box method (hold down the mouse button and outline the compo-nents).

31 Report Builder and Query Band Adjustment Band is a straight bar that separates the Header, Details, Footer section of the report designer. The band is adjustable and can be adjusted using the following technique. 1. Locate the ruler on the left side of the work-space. 2. Place your cursor over the divider labeled 'Header'. Your cursor will change to an up/down arrow, indicating that you can drag the divider up and down. 3. Hold down the left mouse button and drag the divider up and down. Notice the two little lines that appear on the vertical ruler to the left of the divider. These lines are called guides because they represent the new position of the divider. 4. Increase the height of the header band by drag-ging the divider until the guide reaches the one inch mark on the vertical ruler. In order to do this you must first drag the divider until the band height is greater than one inch. Then release and drag the divider up until the top guide hits the one inch mark. Note: This method of changing the size of the header band works for all bands Docking Toolbars DOCKING TOOLBARS Toolbars are used to set the properties of a compo-nent. Here are a few examples of the kinds of properties a component may have: font size, color, and font style. Before we can use the toolbars effectively, we must first learn how to position them within the 1. Launch the Draw toolbar by selecting View Toolbars and clicking on Draw. The toolbar should appear in the upper left-hand corner of the Report Designer, above the horizontal ruler. 2. Locate the handle on the far left side of the toolbar. 3. Place the cursor over the handle and hold down the left mouse button. 4. Drag the mouse down until the cursor is over the top corner of the header band. A rectangle representing the new toolbar location will be drawn.

32 31 e/pop Audit & Reporting Server 5. Drag the mouse to the left until the rectangle pivots and appears as follows: Notice how the border changes from a thick line to a thin line to indicate that the toolbar will success-fully dock. 6. Release the mouse button. The toolbar is now docked vertically. 7. Drag the toolbar over the upper left corner of the header band. The rectangle, which represents the new position of the toolbar, will look like this: 8. Release the handle. The toolbar is now a floating window. The area at the top of the toolbar (labeled 'Draw') is called the title bar. You can move the window by placing your cursor over the title bar and dragging. 9. Click on the close button in the title bar. The toolbar will be closed. 10. Select View Toolbars from the main menu of the Report Designer and click on Draw

33 Report Builder and Query 32 menu item. Notice that the toolbar returns to the same place it was before you closed it. Note: When the toolbar is a floating window, you can close the toolbar by clicking the close but-ton. You can always redisplay a toolbar by accessing View Toolbars from the main menu. 11. Drag the toolbar to the upper right corner of the design workspace so that it looks like this: Move toolbar to top 12. Release the handle. The toolbar is now docked horizontally. Note: All toolbars have the same docking ability as the Draw toolbar Sizing Components In order to get all of the components lined up neatly or sized correctly, you must know how to size and align with dexterity. 1. Deselect all components by clicking on the white space of the header band. 2. Select the shape component in the header band. 3. Place your cursor over the little black box on the right side of the shape and wait until the cursor changes to a left/right arrow. The little black boxes that surround the shape are called sizing handles. 4. Drag the cursor to the right and notice how the shape gets wider. 5. Place your cursor over the sizing handle on the bottom of the shape and wait for the cursor to change to an up/down arrow. 6. Drag the cursor down and notice how the label gets taller.

34 33 e/pop Audit & Reporting Server 7. Place your cursor over the sizing handle on the right-hand corner of the shape and wait for the cursor to change to a diagonal arrow. 8. Drag the cursor. The shape gets both wider and taller. 9. Drag the shape to the left the corner of the header band. 10. Move the shape up and down in the header band. Notice the guides on the vertical and horizontal rulers. Whenever you are dragging or sizing, the guides show you the position and size of the selection. 11. Use the guides to set the shape to 1/2 inch by ½ inch. The guides should match up with the 1/2 inch mark on both the horizontal and vertical rulers. Note: You can also adjust the size of a component by selecting the component, then holding down the Shift key and pressing the arrow keys. You can use this method to size single and multiple component selections Aliging Components 1. If the Align or Space toolbar is not already visible, launch it by selecting View Toolbars and clicking on Align or Space. The toolbar should appear above the horizontal ruler.

35 Report Builder and Query Dock the Align or Space toolbar on the left side of the Report Designer. 3. Select the shape component in the header band. 4. Hold down the Shift key and then click on the three labels. All four components should now be selected. 5. Click the Align Top icon of the Align or Space toolbar. The labels should align with the shape. 6. Move Label3 to the bottom of the header band 7. Select Label3 and Shift-click the other components in order to add them to the selection. 8. Click the Align Bottom icon of the Align or Space toolbar. The components should align with Label3. Note: The first component selected in a multi-select is the one to which the others align Positioning Components 1. Deselect the components by clicking in the white space of the header band. 2. Select the shape.

36 35 e/pop Audit & Reporting Server 3. Hold down the Ctrl key and press the up arrow several times to move the shape. 4. As you move the shape using this method, look at the status bar in the lower righthand corner of the Report Designer. The Top measurement should track with the component's location 5. Use the right arrow key to move the shape to the right. The Left measurement should track with the component's location. 6. Position the shape so that the Left is 0 and the Top is Deselect the shape. 8. Use the shift-click method to select the labels. 9. Using the arrow keys, position the selection at Left of and a Top of Front to Back Order This section illustrates how a component can be used as a background for other components. Task 1 Create and Color Shapes 1. Create two more shapes near the first shape in the header band. 2. Select the first shape. 3. Locate the Fill Color icon on the Draw toolbar. 4. Click the down arrow button to the right of the icon. The Fill Color palette will be displayed. 5. Select yellow. 6. Select the second shape. 7. Set the color to aqua. 8. Select the third shape. 9. Set the color to purple.

37 Report Builder and Query 36 Task 2 Overlap Shapes and Establish their Order 1. Position the purple shape so that its corner over-laps the corner of the yellow shape. 2. Position the purple shape so that its corner over-laps the corner of the aqua shape. The three shapes should look like this: 3. Select the Preview tab. Notice that the shapes retain their front-to-back ordering. 4. Return to the design workspace and right-click over the purple shape. 5. Select the Send to Back menu option. Notice how the purple shape is now behind the aqua shape. 6. Right-click over the purple shape. 7. Select the Bring to Front menu option. The purple shape is once again in front of the aqua shape. 8. Right-click over the yellow shape. 9. Select the Bring to Front menu option. The yellow shape is now in front of the other two shapes. 10. Restore the original order of the shapes by deciding which shape needs to be sent to the back or brought to the front. (Answer: Send the yellow shape to the back.) Task 3 Use a Shape as a Background

38 37 e/pop Audit & Reporting Server 1. Right-click over the yellow shape 2. Select the ParentHeight menu option. The shape's height increases to match the band's height 3.Select ParentWidth. The shape's width increases to match the band's width. The other components appear in front of the shape because of the front-to-back order 4. Right-click over the yellow shape 5. Select the Bring to Front menu option Notice how all of the components disappear from view 6. Make the components reappear by right-clicking over the yellow shape and selecting the Send to Back menu option. Note: Whenever you appear to have lost a component, try using the Send to Back method in order to find it: it may be behind another component Advance Component Selection This section explains how to select components in the foreground when you have a larger component in the background. 1. Try to select all of the components in the header band by clicking to the left of the first component, holding down the left mouse button, and dragging the mouse (i.e. the bounding box method). Notice how the components cannot be selected. This is because the yellow shape is selected and no bounding box can be drawn. 2. Hold down the Ctrl key and try to select the components using the bounding-box method again. When the Ctrl key is held down, you will see a bounding box. 3. Expand the bounding box to encompass all of the components and release the mouse button. All of the components, including the yellow shape, should be selected.

39 Report Builder and Query Try to move the selected components. Notice how they appear to be locked in place. The selection cannot be moved because the yellow shape fills the band and has no where to go. 5. Hold down the Shift key and click the yellow shape. Note: You can use the shift-click method to deselect any component that is part of a multi-selection. 6. Move the selected components. The components can be moved now because the yellow shape is deselected. 7. Try to deselect the components by clicking on Label1. Nothing happens. That's because you must select an unselected component or click in the white space of a band in order to clear the current selection. 8. Deselect the components by clicking on the yellow shape Advance Sizing When you have a shape stretched using Parent-Width and Parent Height, you cannot change the size via the sizing handles. This exercise shows you how to resize such a shape. 1. Place your cursor over the sizing handle on the left side of the yellow shape. The left/right arrow will be displayed. 2. Try to reduce the size of the shape by dragging the cursor toward the center of the header band. The shape can't be modified because it is set to ParentWidth. 3. Right-click over the shape. 4. Select ParentWidth. The ParentWidth menu option is deselected. Now the shape's width can be modified using the sizing handle. 5. Select ParentHeight. The ParentHeight menu option is deselected. Now the shape's height can be modified using the sizing handles. 6. Use the sizing handles to modify the yellow shape so that it is about the same size as the other shapes. Note: You may not be able to resize the shape so that it is exactly the same size as the others. The next section will address this issue by showing you

40 39 e/pop Audit & Reporting Server a more precise way to resize shapes Speed Menu SPEED MENU The speed menu appears when you right-click over a component. It offers different options for altering the overall look of your component via changes in shape, size, and visibility. Here is the speed menu for a shape: By now you know about the following menu options: Bring to Front, Send to Back, ParentHeight, and ParentWidth. Next, we'll learn about the Position... option, which will allow you to control the size and position of components more precisely. Task 1 Set shape sizes 1. Select the labels and move them to the left until they reach a left of as indicated by the status bar. 2. Access the speed menu by right-clicking over the yellow shape. 3. Select Position.... A dialog box like the one below will be displayed; however, the numbers may be slightly different from these. That's fine. 4. Set the Left to Set the Top to Set the Width to 0.5.

41 Report Builder and Query Set the Height to 0.5. Task 2 Resize the Aqua Shape 1. Right-click over the aqua shape to access the speed menu 2. Select Position Set the Left to Set the Top to Set the Width to Set the Height to 0.5. The aqua shape should now be the same size as the yellow shape. 7. Set the Left of the purple shape to Set the Top to 0.3. The layout should look like this: Note: The speed menu applies only to the component over which you have right clicked, regardless of the selection. Task 3 will illustrate this aspect of the Report Designer. Task 3 Explore Component Properties and the Right-Click Option 1. Select the aqua shape. 2. Shift-click the other two shapes in order to add them to the selection. 3. Right-click over the aqua shape. 4. Access the Position... dialog. 5. Set the Top to 0.1. Notice that even though the other shapes are selected, the aqua shape is the only component that moves. That's because the aqua shape was the one over which we right clicked. 6. Right-click over the purple shape. 7. Access the Position... dialog and set the Top to 0.2.

42 41 e/pop Audit & Reporting Server 8. Right-click over the yellow shape. 9. Access the Position... dialog and set the Top to 0.3. The shapes should now look like this: 10. Right-click once again over the aqua shape and set the top to Click the Align Top icon on the Align or Space toolbar. All shapes should align with the top of the aqua shape because it was selected first. Note: You can use this method whenever you need to set the size or position of several components to the same value. Task 4 Save Your Work 1. Select File Save from the main menu. 2. Close the Report Designer. 8.3 Working with database information The Data Tree The Data Tree allows you to build a report based on data you have selected from the database. In order to use the Data Tree, you must first select data by creating a dataview.

43 Report Builder and Query 42 Task 1 Create a new dataview 1. Click the New Report icon on the main toolbar Task 2 Create a Dataview Via the Query Wizard 1. Click on the Data tab 2. Select File New to access the New Items dialog. 3. Double-click on the Query Wizard icon. 4. The Query Wizard will come up with a list of Available Tables. Choose the TDARUser table by double-clicking on it. The TDARUser table should now appear in the list of Selected Tables.

44 43 e/pop Audit & Reporting Server 5. Keep clicking the Next button until you reach the screen with the checkered racing flag. Click Finish. 6. You'll notice a new window in the upper lefthand corner of the data workspace. This is the dataview. It represents the data that will be selected from the database each time the report is generated. In a later exercise, we will show you how to make modifications to a dataview. For now, let's move on to building the report.

45 Report Builder and Query Click on the Design tab in order to begin laying out your report. 8.4 Creating a sample report Report Layout 1. Maximize the Report Designer window. 2. Hide Align or Space toolbar. 3. Select View Toolbars Data Tree from the main menu. 4. Place your cursor over the bottom of the Data Tree until the cursor becomes an up/down arrow. 5. Hold down your left mouse button and drag the mouse down until you can see all of the field names listed in the bottom part of the Data Tree. 6. Click on the title bar of the Data Tree and drag it to the left, making sure that the toolbar is below the horizontal ruler. Continue dragging until the position rectangle appears as shown below. This rectangle indicates how the Data Tree will be docked. The screen should look like this just before the Data Tree docks:

46 45 e/pop Audit & Reporting Server 7. Dock the Data Tree on the left of the workspace like this: 8 Display the align toolbar and dock it on the main toolbar

47 Report Builder and Query Task1 Designing the report layout 1 Click the layout tab of the Data Tree. 2. Set the Style to Tabular. 3. Deselect the Grid boxes if they are checked. 4. Click the font icon for Labels. 5. Set the Label font to Arial, Bold, Set the Field font to Arial, Regular, Click on the data tab of the Data Tree. 8. Press Ctrl + S to save your work. Save the report as 'epop Users' Sample Report 1. Place your cursor over the 'Detail' divider. Your cursor will change to an up/down 46

48 47 e/pop Audit & Reporting Server arrow, indicating that you can drag the control up and down. 2. Increase the height of the detail band by dragging the divider down until the guide reaches the one inch mark on the vertical ruler. 3. Place a shape component in the detail band. 4. Set the shape's fill color and line color to yellow. 5. Right-click over the shape and select ParentHeight and ParentWidth. 6. Place a label component in the Header 7. Enter text value of 'XYZ Company User list' 8. Set the label font property to Arial 12 bold 9. Hold down the Ctrl key while you select the 'Identity', 'Location', 'Version', and 'Logged' fields in the Data Tree. 10. Drag the selection from the Data Tree into the lower left corner of the header band and release the mouse button. Labels should be created in the header band and DBTexts should be created in the detail band. 11. Right click each text and DB component individually and select Auto size 12. Align each DBText component to the parent label 13. Position the component until it matches the diagram

49 Report Builder and Query 14. Click the Preview tab 48

50 49 e/pop Audit & Reporting Server 9 Export Data 9.1 Export Data The exporting capabilities of the e/pop Audit and Reporting system allow you to analyze the information collected within e/pop in any manner you choose. e/pop Audit and Reporting can export data in 13 different files formats including MS Excel, MS Word, HTML, XML, SQL, CSV and DBF files. Using the exported information from e/pop you can apply your own processes and tools to analyze the e/pop information. Export e/pop data to an external file format Step 1. Click on the [Export] button and select either Message or Chat Step 2. Select a file format which your database can import and any options related to your the selected file format such as database Fields, Formats, Header & Footer and Caption. When complete click on [Start Export]

51 Export Data 50

52 51 e/pop Audit & Reporting Server 10 Content Filtering 10.1 Content Filtering Content filters provides a method where content can be managed and tracked on an e/pop Audit and Reporting server. Content filtering allows you to setup a word or phrase that is monitored on the server. Once the word or phrase is used in either a message or chat session an event is created in the Content Filtering log. You can examine these events by clicking on them. (NOTE: It takes several minutes from the initial creation of a content filter for it to be active.) Creating a filter Step 1. The first step to using the Content Filtering feature is to create a filter for the A&R Server to monitor in real-time. Click on [Add Filter] and enter text for the server to monitor. Step 2. You can create as many filters as needed but be aware that the Content Filter feature will only monitor events that occurs after the filter is created. If an event occurred before the filter is created, the content filter will not detect the event. In that scenario you should use the Search, Browse and Print feature to locate past e/pop activity. If e/pop A&R Server detects any activity that matches the filter content, a log entry will be created in the Content filter view.

53 Content Filtering 52

54 53 e/pop Audit & Reporting Server 11 Settings 11.1 Settings The Settings option is used to configure the e/pop A&R client to connect to e/pop A&R Server. Click the [Settings] and enter the IP address of the e/pop A&R Server

55 Contents Index -LLogon Audit and Reporting -AAccess 49 ASCII 49 Assiging Permissions 13 -MManual search 19 Modifying Permissions C- -O- Changing passwords 15 Client Overview 11 Connecting e/pop Server to the A&R Server Connecting to e/pop A&R Server 13 Content Filter 51 Create a report using manual search options Create a report using the report wizard 19 Creating a filter 51 Creating a new account 15 CSV 49 Overview - e/pop A&R Server 6 Overview - Role and Permission 15 Overview - Search 19 Browse and Print 19 -D- 19 -PPrint a report 25 -RReport Wizard 19 Requirements - Software/Hardware Run Report 25 database 49 DB2 49 DBase 49 -S- -EExcel 49 Export Data 9 Software Requirements SQL HHardware Requirements 6, 11 -IInstall e/pop A&R client 11 Install e/pop A&R Server 6 Installing e/pop A&R Client 11 Installing e/pop A&R Server 6 Introduction 3 6,