Auditor Help: Global Settings

You have the ability to customize your settings, including the information to appear as the preparer on finished reports, the output formats for reports, where documentation is saved, whether or not to compress local data, logging levels, and much more.

To change the settings:

  1. Choose File... Settings... from the menu.
  2. Click on one of the following tabs:
    Preparer
    Preferences
    Output Formats
    Database
    Logging
    Alerting
    Debugging
    Configuration
    Policies




  3. Click on the Preparer tab.
    User settings
  4. Fill in the preparer's name, email address, and organization.
  5. To change the image on reports, click the Logo... and locate the image file to be used.
  6. Indicate whether you'd like to be prompted for preparer settings every time or always apply the settings without prompting.
  7. Enter your Ecora website username and password (for software upgrades and licensing).
  8. If a proxy server or non-standard port is used to access the Internet, click on the Proxy Settings... button.


  9. Click on the Preferences tab.
    File settings
  10. If you wish to see Auditor's user interface in a language other than English, choose desirable language from User Interface Language drop-down box. The changes will apply after pressing OK button of Settings.
  11. Activate the checkbox if you want the software to Remember Passwords used to access systems to document.
    Note! Note: Saved passwords are encrypted. If this option is disabled (grayed out), the Ecora software you are using does not save passwords to disk.
  12. Activate the checkbox if you want the software to Prompt for saving selections when collecting data, which allows you to save each set of systems for scheduling or later use.
  13. Activate the checkbox if you want the software to Save all password changes in all existing selection sets without notification when these changes are being performed.
  14. Accept or change the Number of Threads to use during data collection (more threads will allow faster collection, but consumes more network bandwidth).
    Note! Note: This option is only enabled for the Windows module.
  15. Verify or change the Default Naming Convention for data and reports. The ability to modify the naming convention provides the ability to organize the reports and data in the most meaningful manner for each envrionment. For example, changing the style to %sorted generates a date-sorted directory structure. This method, combined with "serial mode" (on the Output Formats tab) creates a directory for each machine for each collection.
    Resources For details, see Naming Conventions).
  16. Accept the default, enter the correct path, or use the Browse... button to specify your Default Storage Location directory, in which to save collected data and reports.
    Note! Notes:
    • You can specify any UNC path for data storage.
    • Two subdirectories are created within the default storage directory you specify: /Data for the data files and /Views for the HTML / report files.
    • Depending on the systems collected and backup protocols in place, the reports can take up significant amounts of space over an extended period of time. If collections and reports are large and frequent, alter this path so reports are stored on a disk with lots of space and accessible as a virtual directory.
    • Only the files within the default storage directory appear in the user interface.
    • Larger environments may choose to create a directory above the installation directory to host data and views from multiple modules so a single job can copy, move, transfer or archive all relevant data.
    • Upgrading to new versions uses the path set here to attempt automatic migration.
    • Resources  To share reports via IIS, see also Publishing Auditor Reports.
  17. Activate the checkbox if you want the software to Run wizards to generate new reports. The "Wizard" is a simplified interface that streamlines the process to the most common choices.
  18. Activate the checkbox if you want the software to Overwrite existing data sets and reports on name conflicts.
  19. Activate the checkbox if you want the software to Show time estimate before collection. Based on performance tests, a time estimate can be calculated for the report or collection you are attempting. This allows you to decide to proceed or schedule for later (if the process may take longer than you wish to dedicate immediately.
  20. Activate the checkbox if you want the software to Automatically check for software updates on Ecora's website.
  21. Activate the checkbox if you want the software to Enable who made change warning to allow displaying warning message that appears before perfoming setting updates of WMC clients.
  22. Activate the checkbox if you want the software to Show quick report dialog when Auditor is being started.
  23. Activate the checkbox if you want the software to Enable Edit SQL feature for Fact-Finding reports to allow direct editing of the SQL queries that comprise FFR report definitions.
  24. If you wish to Enable Console Lock, which prevents unauthorized users from accessing Auditor's full interface and functionality, you must first enter credentials.
  25. Enter the login of the account that will be allowed to lock and unlock this console.
  26. Enter the password for the account allowed to lock and unlock this console.
  27. Re-type the password to verify it.
  28. Click in the checkbox to Enable Console Lock.


  29. Click on the Output Formats tab.
    Output settings
  30. In the Enable Mode box, select One system per documentation report or Multiple systems per documentation report and activate the checkbox if you want to be prompted for mode during every collection.
    One system per documentation report (aka "Serial Mode") creates a separate data set and report for each system with links in the index for the system reports. Suggested for larger installations and troubleshooting.
    Multiple systems per documentation report (aka "Parallel Mode") creates a single report with sections / nodes for each system reported.
  31. If you wish to conserve disk space, de-select the file output options you do not use: Short / Long HTML or Short / Long DOC.
  32. Activate Add "Sign-offs" section at the end of DOC reports checkbox to add Sign-Offs section at the end of generated DOC reports. It is also possible to customize heading Legalese and Sign-Offs section by pressing Legalese.. button and setting the text and formatting you need. HTML tags are intended to be used there.
  33. Set the Default Report Type by clicking Select... and choosing a type.
  34. Activate the checkbox if you want to enable CSV Files for Fact-Finding Reports (comma-separate value file) output. CSV files are text-based files with commas separating the columns of values (see Creating FFR reports and Report Formats).
  35. If you enabled CSV output for FFR, choose the default FFR report directory or specify a location in which to save the files.


  36. Click on the Database tab.
    Database settings
  37. Activate the checkbox if you want to enable the data output Enable Configuration database output. This writes configuration data into a relational database you select (for details, see Database Setup).
  38. If you Enable Configuration database, define Database backend to be utilized, default is Microsoft SQL Server which also includes MSDE (for details, see Database Setup).
  39. If you Enable Configuration database, choose an existing data source from the drop-down list or press the Manage Data Sources button to define one (for details, see Database Setup).
  40. Click Purge Database to clear the database of configuration data (choose data by module).
  41. In the Archive area, use the drop-down list to select a data source type.
  42. Click on the Manage Data Sources button to select a database for archiving purposes (where you save or move older data).


  43. Click on the Logging tab.
    Logging settings
  44. Set logging options for each type of log file (for details, see Ecora Log Files).
    Helpful Hint Tip: Increase log level with caution - log files can get large.


  45. Click on the Alerting tab.
    Alert settings
  46. In the Alerting area, click in the Enable checkbox to enable Alerts and Triggers.


  47. Click on the Debugging tab (it may be necessary to use the right arrow > to access).
    Debugging settingsSMTP Debug settings
  48. Click in the Enable debug information reporting checkbox to allow troubleshooting files to be created and sent to Ecora Technical Support.
  49. Click in the Enable basic debug information reporting checkbox to allow troubleshooting files to be created and sent to Ecora Technical Support.
  50. If you enable basic debugging, enter a file size limit in KB.
  51. Click in the Do not ask user when sending debug information checkbox if you wish to send the files without user notification / ability to cancel.
  52. Click the SMTP Settings... button to configure automatic file transfer.
  53. Enter the name of your SMTP server, the port to be used, and enable the checkbox is SSL is required.
  54. If SMTP authentication is required, enable the checkbox, enter credentials, and, if appropriate, enable the Log in with secure password checkbox.
  55. Click OK.
  56. Click in the Enable extended debug information reporting checkbox to allow troubleshooting files to be created and sent to Ecora Technical Support.
  57. If you enable extended debugging, enter a file size limit in KB.
  58. Click in the Do not ask user when sending debug information checkbox if you wish to send the files without user notification / ability to cancel.
  59. Click the SMTP Settings... button to configure automatic file transfer.
  60. Enter the name of your SMTP server, the port to be used, and enable the checkbox is SSL is required.
  61. If SMTP authentication is required, enable the checkbox, enter credentials, and, if appropriate, enable the Log in with secure password checkbox.
  62. Click OK to close the SMTP Settings box.


  63. Click on the Configuration tab.
    Auditor Configuration Report
  64. In the text area you see Auditor Configuration Report that contains useful information on this specific Auditor installation, which may be useful for troubleshooting or for others needs.
  65. If you want to send this Auditor Configuration Report to Ecora support, you may select the text of report and paste in into your e-mail client or, alternatively you may send it directly from Auditor, by pressing "Send..." button that opens Configuration Report E-mail dialog shown just below:
    Sending Auditor Configuration Report
  66. Specify SMTP server, change SMTP port if necessary, set desirable From: and CC: addresses and add a couple of words into the Message text area, just like in your usual e-mail client, change the subject if necessary and press Send button to send your message with attached Auditor Configuration Report to Ecora support.


  67. Click on the Policies tab.
    Policy settings
  68. Verify the Executive Dashboard Database Connection string. (for details, see Auditor Professional Executive Dashboard Setup).
  69. Verify the path to the system on which you installed the Policy Calculator Service. (for details, see Auditor Professional Executive Dashboard Setup).
  70. Verify the Executive Dashboard Database Connection version. (for details, see Auditor Professional Executive Dashboard Setup).
  71. Enter or use the spin boxes to set the threshold between Compliant and Marginal for policies.
  72. Enter or use the spin boxes to set the threshold between Marginal and Non-Compliant for policies.
    Helpful Hint Tip: The thresholds determine how compliance is defined in your unique environment with your business needs. If you wish to have NO marginal systems, set the two thresholds to the same percent. If you wish for a VERY strict environment, for example, you might set Compliance to Marginal to 95% and Marginal to Non-Compliant to 90%.
  73. Click in the checkbox to Hide main console policies tab if you do not wish to use or display Policy information.
  74. Click the Built-in Policies Update and Preparation button to convert updated Auditor FFRs as policies.
    Note Note: This also over-writes modified policies users may have customized and restores deleted policies.
  75. Click OK.