This section provides a detailed guide to Ecora Auditor Professional installation and deployment, with step by step instructions and screen shots. Furthermore, step by step instructions and screen shots related to the necessary Auditor Professional database setup are detailed bellow.
Ecora Auditor Professional Configuration and Licensing
1. Run the software (double-click on the Ecora icon).
- Read the License Agreement and if you agree click Next to continue.
2. Select the type of installation (i.e. Complete or Custom.) and the location where you want Auditor Pro 5.0 to be installed.
3. The first time you run the software, a dialog box appears explaining that the software needs to be activated. Click Continue and enter your credentials.
4. Ecora also provides a manual activation option. If that is the preferred option, select Manual Activation from the dialog box, and a window will open providing a Product ID. Please provide the Product ID to Ecora representative for further assistance, and an Activation Code will be provided.
5. Verify that the correct number of licenses has been provided by selecting Tools, and then Manage Modules....
Ecora Auditor Professional Database Configuration
1. From the Settings menu, select Database, Manage Data Sources... click on the Info tab, click in the radio button Use an existing SQL Server instance or Use MSDE database instance that might be installed with the Ecora software.
2. Choose to install MSDE or use an existing MSDE or SQL database.
- Note: MSDE is a 70MB download, so plan accordingly if you choose to install MSDE.
- Tip: If a proxy server is used in your environment to connect to the Internet, enable the proxy connection option when prompted and provide the proxy settings.
3. Click on the Server tab.
4. On the Server tab, click the Discover Servers button to detect a list of available servers, then select one from the drop-down list.
5. Click in the radio button to use either Windows or SQL authentication. If Windows Authentication is selected, then the current Windows user should have serveradmin role assigned on the SQL instance.
6. If you chose SQL authentication, enter a valid user account and the password.
7. Click on the Database tab.
8. Click in the radio button to Create database and enter a database name and path to the data directory, in which to create and store database files. Alternatively use the Browse button to locate a data directory or use existing database by selecting it from the drop-down list.
9. Click OK.
Ecora Auditor Professional Alerting Configuration
Triggers and alert allow you to define conditions that result in actions. For example, you may choose to establish a trigger condition for a collection failure, then add an alert in the form of email notification if that condition occurs.
1. Choose File then Settings from the menu.
2. Click on the Alerting tab.
3. In the Alerting area, click in the Enable checkbox.
4. Use the drop-down list to select the desired interval in minutes (minimum 10 minutes) that sets how often the software checks for the conditions you define.
5. Click in the Prompt when adding a disabled alert checkbox if you wish to be warned of any attempt to use an alert that is marked as disabled.
6. Click on the Service Log On button to set the Local System Account or to specify the Account and enter valid credentials.
7. On the SMTP Alerting tab, and select the Enable checkbox to enable alerts via email.
8. Enter the relevant SMTP Server name and Port number. The SMTP Server is generally your mail server, such as mail.companyname.com.
9. Enter email addresses in the To:, From: and BCC: fields for emailing completed reports.
10. Enter a subject line for emailed reports to notify recipients of the email's content.
11. Select the Attach report to message checkbox if you wish to include the whole report with the email.
12. If attaching, select the Compress Report checkbox if you wish to reduce the file size.
13. Set the maximum size for attachments by typing it in the box or using the up or down arrows.
14. Select the Include hyper-link to report (shared) in message checkbox if you wish to include a link to the URL for the report (on a shared drive) in the email.
15. If linking, enter the name of the shared directory where the report is available.
- Note: Fact Finding Reports must be saved to a shared directory. All other report types require that the software installation directory be shared. Directories created by the software installation are NOT shared by default; you must set them to shared explicitly.
16. Click OK.
