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Change Auditor 7.3 - Web Client User Guide

Install Change Auditor Web Client Web Client Overview Overview Page Shared Overviews Administration Page Searches Page Search Results Page Administration Tasks Page Configuration Tasks (Administration Tasks Page) Auditing Tasks (Administration Tasks Page) Protection Tasks (Administration Tasks Page) Change Auditor Client Comparison

Where tab

Use the Where tab to purge events captured by specific agents, domains, or sites. By default (when the Where tab is empty), events captured by all agents will be purged or archived.

When multiple ‘where’ criteria is added to this tab, Change Auditor uses the ‘OR’ operator to evaluate events, purging or archiving events that were captured by any of the specified agents, domains or sites.

To purge events captured by a specific agent, domain or site:
1
From the Purge and Archive wizard, select Purge, and then enable Only selected events to activate the criteria tabs.
2
Open the Where tab and click Add.
3
On the Choose the Agents, Domains or Sites to Include dialog, use the Browse or Search pages to locate an individual agent, domain or site.
 
* 
NOTE: You can also select the Grid View option to select an agent from a list rather than using the Explorer View to locate it within your environment.
Once you have located an agent, domain or site, select it and click Add to add it to the selection list at the bottom of the dialog.
Repeat this step to include each additional agent, domain or site.
4
Click OK to save your selection and close the dialog.
* 
NOTE: Use Add With Events (instead of Add) to select agents, domains, or sites that already have an event associated with it in the database.
5
Change Auditor will now search for and purge or archive change events captured by the agents, domains, or sites listed on the Where tab.
* 
NOTE: To purge or archive events NOT captured by the agents, domains, or sites listed on the Where tab, select the Exclude The Following Selection(s) check box at the top of the Where tab.
To use a wildcard expression to specify agents, domains, or sites:
1
From the Purge and Archive wizard, select Purge, and then enable Only selected events to activate the criteria tabs.
2
Open the Where tab, expand Add and click Add Wildcard Expression.
* 
NOTE: If you used Add With Events, click Add Wildcard Expression on the Add Agents, Domains, Sites dialog.
3
On the Add Where dialog, enter the wildcard expression to be used to search for agents (NetBIOS name, domains or sites.
•
Select the comparison operator to be used: Like or Not Like
•
Enter the pattern (character string and * wildcard character) to be used to search for a match. Use the * wildcard character to match any string of zero or more characters.
•
By default, the wildcard expression will be used to search for agents. To search for domains or sites, select the Domain or Site option.
4
Click OK to close the dialog and add the wildcard expression to the Where tab.
Change Auditor will now search for and purge or archive change events captured by the agents, domains or sites whose name matches the specified wildcard expression.

Origin tab

Use the Origin tab to purge events originating from a specific workstation or server. By default, (when the Origin tab is empty) events will be purged regardless of the workstation or server from which they originated.

When multiple ‘origin’ criteria is specified on this tab, Change Auditor uses the ‘OR’ operator to evaluate events, purging or archiving events originating from any of the specified workstations or servers.

To purge events based on where they originated:
1
From the Purge and Archive wizard, select Purge, and then enable Only selected events to activate the criteria tabs.
2
Open the Origin tab and click Add.
3
On the Add Origin dialog, enter the wildcard expression to be used to include workstations or servers, based on their NetBIOS name or IP address:
•
Select the comparison operator to be used: Like or Not Like
•
Enter the pattern (character string and * wildcard character) to be used to search for a match. Use the * wildcard character to match any string of zero or more characters.
4
Click OK to close the dialog and add the wildcard expression to the Origin tab.
5
Change Auditor will now search for and purge or archive change events originating from workstations/servers whose machine name (NetBIOS name or IP address) matches the specified wildcard expression.
* 
NOTE: To purge or archive events NOT originating from the workstations or servers listed on the Origin tab, select the Exclude The Following Selection(s) check box at the top of the Origin tab.
To select an originating workstation or server that has an event in the Change Auditor database:
1
From the Purge and Archive wizard, select Purge and then enable Only selected events to activate the criteria tabs.
2
Open the Origin tab and click Add With Events.
The Add Origin dialog appears populated with originating workstations/servers that have an event associated with it in the Change Auditor database.
* 
NOTE: Use Add Wildcard Expression to enter a wildcard expression to include workstations/servers from this list based on their NetBIOS name or IP address.
3
On the Add Origin dialog, select one or more originating workstations/servers from the list and click Add to add it to the selection list at the bottom of the page.
4
Click OK to close the dialog and add the selected workstations to the Origin tab.
Change Auditor will now search for and purge or archive change events originating from the selected workstations/servers.

Report Layouts page

The Report Layouts page is displayed when Report Layouts is selected from the Configuration task list in the navigation pane of the Administration Tasks page. From this page you can add, edit or delete global report templates that define the header and footer information for query-based reports.

The Report Layouts page contains a list of all the report templates that have been previously defined. Initially, this list contains the Default template, which will be used for all search results reports unless changed on the Report tab of a search’s Search Properties tabs.

 
Table 26. Report Layouts page: Tool bar buttons
Tool bar buttons
Description

Add

Use to display the New Report Layout dialog allowing you to name your new report and load the report designer to create a new report template.

Edit

Use to modify the selected report template.

Rename

Use to rename the selected report template.

Copy

Use to copy the selected report template. The copy will appear on the Report Layouts page.

Delete

Use to delete the selected report template.

To add a global report template:
1
Open the Administration Tasks page.
2
Click Configuration.
3
Select Report Layouts in the Configuration task list to open the Report Layouts page.
4
Click Add to display the New Report Layout dialog. Enter a descriptive name for the new report template and click OK.
The report designer appears.
5
Use the controls in the tool bar to the left of the report grid to define the header and/or footer information to be included. For example:
•
To add a page header, click the Page Header button. Click on the report grid and the header pane will be added to the top of the page. Use the arrow controls or Height setting in the Properties pane to resize the header pane.
•
To add the report title to the page header pane, click the Text button Move the pencil cursor in the heading pane where you want to place the report title and click. Open the System Variable tab in the Text Editor, locate the ReportName variable. Double-click the variable to add it to the text pane. Click OK to save your selection and close the Text Editor.
•
Back on the report grid, you can resize the ReportName text box to prevent the report titles from being truncated. You can also use the settings in the Properties pane to modify the font, size, color, etc.
•
To add a page footer (e.g., page number), click the Page Footer button. Click on the report grid and the page footer pane will be added to the bottom of the page. Use the arrow controls or Height setting in the Properties pane to resize the footer pane.
•
To add the page number to the page footer pane, click the Text button. Move the pencil cursor in the footer pane where you want to place the page number and click. Open the System Variables tab in the Text Editor, locate the page number variable to be used (e.g., PageNofM). Double-click the variable to add it to the text pane. Click OK to save your selection and close the Text Editor.
* 
NOTE: This is an example of how to use the report designer to add a simple header and footer. However, there are many more capabilities with the new report designer which uses StimulReport.Net components. For a detailed description and functionality of each component available for designing reports, see the Stimulsoft online help (www.stimulsoft.com).
6
After saving any changes using the Save Report button in the upper left corner of the report designer, click Close to return to the Report Layouts page.
The new report template is added to the Report Layouts page (Administration Tasks page) and is also now available in the Layout drop-down menu on the Report tab (Search Properties tabs).

Application User Interface Authorization page

The Application User Interface Authorization page is displayed when Application User Interface is selected from the Configuration task list in the navigation pane of the Administration Tasks page.

From this page, you can define who is authorized to perform the different operations available in the Change Auditor client, including performing the administrative tasks listed on the Administration Tasks page and defining search criteria.

 
Table 27. Application User Interface Authorization page: Tool bar buttons
Tool bar buttons
Description

Add | Add Role Definition

Use to define a new role defining who is authorized to perform the selected tasks and/or operations.

Add | Add Task Definition

Use to define a new task defining the operations that can be performed.

Add | Add Application Group

Use to define a new Authorization Manager Application Group.

Edit

Use to edit the selected item.

NOTE: The Administrator, Operator, and Web Client Shared Overview roles and tasks cannot be edited.

Delete

Use to delete the selected item.

NOTE: The Administrator, Operator, and Web Client Shared Overview roles and tasks cannot be deleted.
To add a task definition:

A task is a collection of operations and sometimes lower-level tasks that can be performed.

1
Open the Administration Tasks page.
2
Click Configuration.
3
Select Application User Interface in the Configuration task list to open the Application User Interface Authorization page.
4
Expand Add and click Add Task Definition.
5
Enter the following information on the Authorizations: Task dialog:
Table 28. Authorizations: Task dialog
Tab
Description
Procedure

Task

Name the task
1
Enter a name for the task.
2
Enter a brief description of the task.

Definition

Add the operations and lower-level tasks that can be performed
•
To add a lower-level task, click Add Task and select a task from the Authorizations: Task Definitions dialog.
•
To add an operation, click Add Operation and select one or more operations from the Authorizations: Operations dialog.
6
Click OK to save your new task definition and close the Authorizations: Task dialog.
This task will now be included in the task list on the Authorizations: Task Definitions dialog and can be included in a role definition.
Task definitions are also listed on the Application User Interface Authorization page.
To add a role definition:

A role definition defines who is authorized to perform specific tasks and/or individual operations in the client. A role usually corresponds to a job function or responsibility and consists of a collection of tasks that a user must be authorized to perform to do their job function.

1
Open the Application User Interface Authorization page.
2
Click Add and click Add Role Definition.
3
Enter the following information on the Authorizations: Role dialog:
Table 29. Authorizations: Role dialog
Tab
Description
Procedure

Role

Name the role
1
Enter a name for the role.
2
Enter a brief description of the role.

Definition

Add a role, task or operation to the role
•
To add a role, click Add Role and select a role from the Authorizations: Role Definitions dialog.
•
To add a task, click Add Task and select a task from the Authorizations: Task Definitions dialog.
•
To add an operation, click Add Operation and select one or more operations from the Authorizations: Operations dialog.

Members

Add a user, group or application group to the role
•
To add an application group, click Add Application Group and select an application group from the Authorizations: Application Groups dialog.
•
To add a user or group, click Add User or Group, which displays the Select Users and Groups dialog. Use the Browse page or Search page to locate and select the user and/or group accounts to be added
NOTE: f a user or group account is added to multiple access roles, the account will have the authority to perform the operations defined in the more authoritative role.
4
Click OK to save your new role definition and close the Authorizations: Role dialog.
Role definitions are displayed on the Application User Interface Authorization page.
To add an application group:

Application groups allow you an alternate way of assigning users to roles. An application group is a feature of Windows Authorization Manager (AzMan) where you can define a group of users without having to go through your domain administrator to add a new group to Active Directory.

1
Open the Application User Interface Authorization page.
2
Expand Add and click Add Application Group.
3
Enter the following information on the On the Group tab of the Authorizations: Group dialog, enter the following information:
Table 30. Authorizations: Group dialog
Tab
Description
Procedure

Group

Name the application group
1
Enter a name for the application group.
2
Enter a brief description for the application group.
3
Select one of the following methods which is to be used to define a group of users:
•
Basic (default)
•
LDAP Query
NOTE: Basic groups are a lot like Active Directory groups; however you can define both included and excluded members. LDAP query groups allow you to define an LDAP query to dynamically create a group of users who are similar. Refer to the Windows Authorization Manager documentation for more information on basic and LDAP query groups.

Members

Add the users and groups that are to be members of the application group
•
To add an application group, click Add Application Group and select an application group from the Authorizations: Application Groups dialog.
•
To add a user or group, click Add User or Group, which will display the Select Users and Groups dialog. Use the Browse page or Search page to locate and select the users and/or groups to be added.

NonMembers

Add users and groups to be excluded from the application group
•
To add an application group, click Add Application Group and select an application group from the Authorizations: Application Groups dialog.
•
To add a user or group, click Add User or Group, which will display the Select Users and Groups dialog. Use the Browse page or Search page to locate and select the users and/or groups to be added.
4
Click OK to save your new application group and close the Authorizations: Group dialog.
When the selected members now try to define Active Directory protection they will be restricted to defining protection for the selected domain or organizational unit.
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