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Stat 7.0 - Web User Guide

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Opening Stat Web

CAUTION: Connecting as two different users from the same browser (e.g., in separate windows) will cause the second browser window to cancel the first browser's login session. Similarly, if you use a single browser to connect to two different installations

Exiting Stat Web Changing your password The About Stat Window

Creating and deleting queries Filtering queries Sorting queries Exporting queries Using pages

Finding CSRs Viewing CSRs

Table 1. CSR fields Field Description Table 1. CSR fields Field Description

To add a customer:

Table 1. CSR fields Field Description

Setting the current tab as the default Exporting Filtering CSR information Closing CSRs

CAUTION: For users running Stat® Web in a web browser, do not use the browser close button (the X button) to exit an open CSR. This closes Stat Web entirely and can result in a lock being placed on the CSR. To release a CSR Lock, click the Close button.

Using advanced editing tools

Adding attachments to CSRs Creating CSR templates

Changing CSR status Understanding the Workflow section

Status History section Diagram section Detail section

Table 1. Approvals list columns Column Description

Viewing transfer rules Delaying approval requests Sending approval request notifications Updating approval lists Approving migrations and transfers

Viewing task details

Table 1. Task fields Field Description

Adding tasks automatically Adding tasks manually Posting time to tasks

Viewing CSR log files

Viewing CSR change history

CSR Migration Path

About CSR Migration Path

Opening the Job Monitor

Table 1. Job Monitor tabs Tab Description

Viewing job schedules Running jobs Viewing logs Filtering and sorting jobs and logs Showing job and log details

Test Connect Reports

Running reports

We are more than just a name Our brand, our vision. Together. Contacting Quest Technical support resources

Index

Stat Web

Stat Web

The Stat® Web client provides online access to the CSR Console main window. The left side of the window features controls that let you search for CSRs, create new CSRs, and set up queries that display the types of information you want. When you first login, the main portion of the window displays two default queries, My CSRs, which lists all the CSRs assigned to you, and My Late CSRs, which shows all your CSRs that are currently past due.

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Opening Stat Web

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Exiting Stat Web

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Changing your password

Opening Stat Web

User access to Stat® is controlled by standard logon security and user class rights. To connect to Stat Web, you must have the user class right to access the Stat Web client (which by default is granted to all user classes but can be removed by system administrators). After you enter both a valid user ID and password, Stat authenticates your logon information and grants you access.

NOTE: Access to the Stat Windows client is similarly controlled by logon security and a separate user class right.

Each user defined within Stat is assigned a unique user ID and password. The user ID, which is between 1 and 10 characters, identifies you in the system. The password must be between 6 and 10 characters in length. Your system administrator creates all user IDs and passwords, although you can change your password after you have logged in.

To open Stat Web:

1

Open your internet browser and go to the URL address for Stat Web, as configured by your system administrator.

NOTE: The URL address for Stat Web is displayed on the About box of the Stat Windows client. In the Stat Windows client, select Help | About Stat to open the About box.

2

Enter your user name in the User Name field.

3

Enter your password in the Password field.

NOTE: If your password has expired, you are prompted to create a new one. Also, if your password has been reset, you will receive a temporary password by email. After logging in with the temporary password, you can change your password in Stat Web. See Changing your password on page 6 for more information.

4

Click Log in or press <Enter>.

CAUTION: Connecting as two different users from the same browser (e.g., in separate windows) will cause the second browser window to cancel the first browser's login session. Similarly, if you use a single browser to connect to two different installations

CAUTION: Connecting as two different users from the same browser (e.g., in separate windows) will cause the second browser window to cancel the first browser's login session. Similarly, if you use a single browser to connect to two different installations of Stat Web, the second login will cancel the first browser's session.

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