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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

Manage shared overviews

To create a new shared overview:
1
From the Shared Overviews Administration page, click Add.
2
On the New Shared Overview dialog, enter a unique name for the overview and click Save.
3
An edit page appears allowing you to define the contents of the overview.
By default, the Agent Activity, Agent Status: Enterprise, and Count of Events by Severity overview panes are displayed.
4
To add an overview pane, click Widgets and select a widget from the list:
•
To add the pane into the upper left pane of the page, click the widget to be added.
•
To add the pane to a specific pane on the page, drag ‘n drop the widget into the desired pane.
Repeat this step to add additional widgets, up to a maximum of nine, to the overview page.
* 
NOTE: You can use the links in the Filter By pane to filter the widget list. For example, to see only the widgets that pertain to agent status, click the Agent Status link. To redisplay all of the widgets available, click the All Widgets link at the top of the Widgets pane.
5
Once you have selected the widgets to be included, click the Close button (X) to collapse the widgets list pane and view the newly created overview page.
6
To rearrange the overview panes on the page, click in the heading of a pane and drag it to the new location on the page.
7
To change the content or format of an overview pane, click the edit button in the upper right corner of the pane.
Selecting this button displays parameters that can be used to customize the individual pane. Once you have selected your parameters, click OK to save your selection and close the parameter pane.
8
To remove a pane from the current view, click the X icon in the upper right corner of the pane.
9
Click the arrow icon and select Shared Overviews to return to the Shared Overviews Administration page. The newly created overview is now listed.
To email a link to a shared overview:
1
Once a shared overview has been created, use the Email toolbar button to share the overview with others.
•
From the Shared Overviews Administration page, select the overview to be shared and click Email.
•
From the individual overview page (in edit mode), click Email.
A new email is created which contains a direct link to the shared overview’s web page.
2
Enter the recipient’s email address and edit the Subject line if desired.
3
Click Send.
4
When the recipient receives notification, they simply click the link in the email and enter their user credentials on the logon page to view the shared overview.
* 
NOTE: The local computer must have an email client installed to use the Email toolbar button. In cases where an email client is not installed, select the overview to be shared, double-click or click View, copy the URL from the new tab that opens, and share it with the necessary users.
To view a shared overview as a Change Auditor Administrator or Operator:
1
From the Shared Overviews Administration page, select the shared overview to be viewed.
2
Double-click or click View.
A new tabbed page appears allowing you to view the contents of the selected overview.
* 
NOTE: This is a read-only page and cannot be edited. Use the Edit tool bar button back on the Shared Overviews Administration page to edit the overview page.
3
Click the close button on this page’s tab to close the page.
To view a shared overview as a member of the ChangeAuditor Web Shared Overview Users group:
* 
NOTE: Users who are members of only the ChangeAuditor Web Shared Overview Users group only have permissions to view the read-only shared overview pages. If they attempt to access the main Change Auditor Web Client URL, an error is presented saying "You're not authorized to view this page." This is expected behavior. A Change Auditor adminitrator will need to share the URL of the specific shared overviews with these users.
1
Open the URL provided by your Change Auditor Administrator in a browser.
2
Provide your Windows credentials.
3
View the shared overview.
To edit a shared overview:
1
From the Shared Overviews Administration page, select the shared overview to be edited.
2
Click Edit.
An edit page appears allowing you to modify the selected overview.
•
Use the Widgets button to add or remove queries from the overview page.
•
Optionally, use the Rename button to rename the shared overview. On the Rename dialog, enter the new name and click OK to save your selection and close the dialog.
3
Click the arrow icon and select Shared Overviews to save your changes and return to the Shared Overviews Administration page.
To copy a shared overview:
1
From the Shared Overviews Administration page, select the shared overview to be copied.
2
Click Copy.
3
On the Copy dialog, enter a name for the shared overview. Click Save.
4
To edit the copy, back on the Shared Overviews Administration page, select it and click Edit.
5
On the edit page, use the Widgets and Rename tool bar buttons to modify the selected overview page.
6
Click the arrow icon button and select Shared Overviews to save your changes and return to the Shared Overviews Administration page.
To delete a shared overview:
1
From the Shared Overviews Administration page, select one or more overview pages.
2
Click Delete.
3
Click Yes on the confirmation dialog.
The Shared Overviews Administration page is updated, removing the deleted shared overviews from the list.

Searches Page

•
Introduction
•
Run searches
•
Create custom searches
•
Search Properties tabs

Introduction

The Searches page is similar to the Searches page in the Change Auditor Windows client, displaying all of your search definitions, both private and shared. It also displays the search criteria used in each search definition. Click the Searches link in the expanded left pane to display this page. The Searches page consists of the following panes:

Folders
The left pane displays a hierarchical view of the folders used to manage your search definitions.
This view initially displays the following folders:
•
Quick Search: Select to define a query that is to be run but not saved. Unlike other custom queries, the search criteria is not saved unless you click Save As on one of the Search Properties tabs.
•
Private: Contains personal custom queries that only you can see.
•
Shared: Contains the predefined search definitions and can also be used to store public custom queries that all users can see.
Searches
The right pane displays a list of the search definitions contained in the folder selected in the Folders pane. The following information is displayed for each search definition:
 
Table 8. Searches list: Field descriptions
Field
Description

Type

Indicates whether the search is private or shared and whether alerting and/or reporting has been enabled: Private Search, Shared Search, Private Alert, Shared Alert or Report.

Alert

Indicates whether an alert has been enabled.

Report

Indicates whether reporting has been enabled.

Name

Displays the name assigned to the search definition.

Alert To

Displays the recipients specified to receive an alert email notification (SMTP) or the shared folder if that option is selected.

Alert Cc

Displays the ‘carbon copy’ recipients specified to receive an alert email notification.

Alert Bcc

Displays the ‘blind carbon copy’ recipients specified to receive an alert email notification.

Report To

Displays the recipients specified to receive a report as defined on the Report tab.

Report Cc

Displays the ‘carbon copy’ recipients specified to receive a report email.

Report Bcc

Displays the ‘blind carbon copy’ recipients specified to receive a report email.

Search Properties tabs
The tabs located across the bottom of the screen define the criteria or properties which make up the selected search. See Search Properties tabs for a description of these tabs and more information on how to create a custom query.

Run searches

To run a search:
1
In the Folders pane, click the expand properties button (right) arrow to the left of a folder to expand the folder and display a hierarchy of folders.
2
Select a folder to display the list of search definitions stored in the selected folder (for example, Shared | Built-In | All Events).
When a folder is selected in the Folders pane, the right pane is populated with a list of the search definitions that are stored in the selected folder.
3
Select a search definition in the Searches list to populate the Search Properties tabs at the bottom of the page. Click on a tab to view or edit the search criteria defined.
4
Use one of the following methods to run a search:
•
Double-click the search definition
•
Right-click the search definition and select Run
•
Select the search definition and click the Run tool bar button at the top of the Searches page or from one of the Search Properties tabs
5
A new Search Results page is added which contains the events that met the search criteria defined in the selected search definition.
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