Overview of Site Functionality
 Navigate the Home Page
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 Search
 Advanced Search
 Browse
 Set Up, View or Delete Alerts
 Check and Edit Account Information,
Including Usage and Billing

 Learn About Events and Register for Them
 
Navigate the Home Page
Home Page Tabs
The Home Page tabs represent each of the areas at Gartner: Research, Consulting, Benchmarking, Community and News.
  • Client Services
    The Client Services page helps you find the research, data, and analysts you need to solve your problems. You can access analysts, get technical support, find out about Gartner's policies, and access Gartner regional home pages.
  • Products and Services
    The Products and Services page explains Gartner's comprehensive offering of products, research, solutions, data and advice.
  • Analysts and Consultants
    The Analysts and Consultants page shows how to access Gartner's industry-leading consulting services.
  • About
    This page contains general corporate information, how to contact Gartner, and an overview of the company.
Search
Search is located at the top right of the Home Page. To conduct a search, enter up to 400 characters and hit "Enter" or click the "Search" button.

Advanced Search options are available by clicking the Advanced Search link located below the Search box on the upper right of the Home Page or on the Search results screen. Advanced Search provides additional tools and functionality to help you focus your search and enable you to better manage the results.

Research
The Research section highlights recent Gartner research on cutting edge topics relevant to a wide spectrum of Gartner clients. Click a headline to bring up the research note.

Research articles are free to Gartner users whose contracts include those particular documents. Otherwise, they are available for purchase and the price is noted in the summary that appears after clicking the document title.

Guest Registration
Registering as a Guest provides you access to the summaries of all Gartner's research documents. You can also purchase any document(s) of interest.

Client Registration
As a user, you have access to all of Gartner's research, products and services that are included in your subscription. This research is for your personal use and may not be shared. You can also purchase documents beyond your subscription level directly from the site using a credit card.

Sign-In
The first time you visit the site you must register and establish an account profile. After you create a username and password, gartner.com will recognize your "cookie" if you check the box to "remember my username and password on this computer." If you elect to sign-in to the site each time you visit, you will need to enter the username and password that you entered on the registration screen. Click "Sign-In" at the top of the Home Page to open a pop-up window where you can enter your username and password. If you've forgotten your username or password:
  • Forgotten username: If you are a client subscribing to Gartner products and services, please contact your Membership Administrator (this is the person at your organization who handles the relationship with Gartner). If you are a Guest, please Contact Us.
  • Forgotten password: In the Sign-in pop-up window, click on the link "Forgot your username or password?" A new window will open where you can enter your username and e-mail address. A new password will be e-mailed to you.
  • For your protection your Gartner username and password is for your personal use and may not be shared with others.
For more information, please refer to the links below:

What are the benefits of signing-in?
Do I have to sign-in on each visit?
How do I change my username and password?

What are the benefits of signing-in?
Signing in provides you with access to the entire Gartner research database, including free research. As a client, you must sign-in to access the products and services included in your subscription, including audio conferences. Once you are signed-in, the Home Page will reflect your access by displaying your username and links to Your Profile and your Alerts.

Do I have to sign-in on each visit?
You do not have sign in on each visit if you saved your username and password in the Sign-In window. This can be done during registration, or during any sign-in. Your username and password are saved in a "cookie" on the computer you are working on. For information on saving username and password after sign-in, please refer to "How do I change my username and password?" section below.

How do I change my password?
Once you are signed in, you may change your password. Click on the "Your Profile" link next to your name (displayed at the top of the Home Page after you sign-in). Then, click "Edit/Save Password" from the menu at the right. Enter your old password, and then your new password twice. Click the checkbox "Save username and password" and your items will be saved as a cookie on your computer. Next, click the "Save Password" button to refresh your information in our database. On future visits to the site, you will not need to sign-in. For your protection we recommend you reset your password every six months.

Ask An Analyst
The Ask an Analyst Web feature enables Advisory Seat holders to submit a request for a 30-minute telephone appointment with a Gartner analyst. To maximize the benefit received, this telephone appointment is a one-to-one interaction between you and the Gartner analyst. A link to the request form is located at the top and in the footer of every gartner.com page. The link is also found on each Focus Area page.

On the request form, make your selections from the drop-down menus in each field. Completion of certain fields is required so your request can be matched to the Gartner analyst best suited to meet your needs.

When you have completed all applicable fields, click the "Submit Request" button and a confirmation page with tracking number will load in your browser. We suggest you print the confirmation page for future reference. A Gartner representative will contact you within one business day.

Research Fast Finder
In order to make it easier to find research you're looking for, gartner.com has divided its research into 54 different Focus Areas, each under the general categories Topics, Markets, and Industries.

Research Spotlights
Gartner Dataquest Market Insights

Research Spotlights
Research Spotlights are online magazines containing editorial overviews of all relevant and current research within the scope of the Focus Area. Generally, Research Spotlights are updated on a monthly basis. Spotlights are located at the top of the Focus Area pages, and contain:

Spotlight Article Titles
Each article is an editorial overview of current industry research, organized by the analyst seen on the Spotlight page. You can peruse the article for an overview of this research, and drill down to any in-depth research document by clicking on the links provided throughout article.

Spotlight Editor-in-Chief Photos
After opening a Spotlight article, you are presented with a photograph of the Spotlight editor-in-chief and thought leader of content in the Focus Area. You can view all articles written by a Spotlight editor by clicking "Browse by this analyst" which opens the Browse folder. To read a biography of this analyst, click on the name. Additional articles published by this analyst are available by clicking the link "More by this author." Previous Issues
You can read previous issues by clicking on the link "Previous Spotlights" located at the top and bottom of the Focus Area page.

Gartner Dataquest Market Insights
Gartner Dataquest Insights provide access to quantitative data on key markets including statistical information and market trends analysis for business planners. You can Browse by Dataquest Market Insights using the Browse folders or link to an overview page by clicking Relevant Dataquest Products from the Focus Areas.

Dataquest Market Insights present a comprehensive view of each market, and are located under the Research Collections column in each Focus Area.

Events
This section highlights upcoming conferences relevant to the Focus Area. Click an event title for program details and registration information. The link "View all Events" displays the worldwide calendar of all Gartner events, including Audio Conferences, Briefings, Conferences and Symposia.

Search

Gartner Search Basics
To enter a query, type your term in the Search box located in the upper right corner of all Gartner Web pages. Hit the "Enter" key or click the "Search" button for a list of relevant documents that will appear in a new window. By default, full text, title, author, and summary are all searched. These options can be changed in Advanced Search (see below for more details on Advanced Search).
If you enter a phrase of two or more words, Gartner Search assumes they are connected by AND, and returns documents containing all the words, but not necessarily together or in the order they were entered.
Exact Phrase Search
If you are searching an exact phrase such as "best practice management," surround the phrase with double quotation marks to return only documents which contain the specific phrase.

Boolean Operators
Gartner Search supports the basic Boolean operators AND, OR and NOT.

Acronym Clarification
When searching on an acronym that has multiple definitions, you will get all possible results that match your entry. You will also see displayed any suggested phrases that match the acronym. Click a suggested phrase to return those results.

Synonym Tool
This tool will return results for your query as well as offer suggestions for additional terms that have the same or similar meaning to your entry. The first results set will be for your original query. Clicking on a suggested term will retrieve those results.

Misspelled Words
If a search term is misspelled, the search engine will return a suggested term. Click on the term to display the results.

Saving Search Preferences
While using gartner.com, some search preferences may be saved, if you prefer them to the defaults. They are: searching "All Research" rather than just what you own, including Archived Research, and setting the number of results per page. The default settings for clients are Research You Own, excluding Archive Documents and 25 results per page displayed.

The new default settings will take effect on your next visit to gartner.com. If you'd like to ensure they have saved correctly, sign out then sign back in immediately.

If you want to change your preferences after this initial submittal, use the Edit Search Preferences button.

Date Range
This feature allows you to limit your search based on when a document was published to the site. A drop-down menu includes these date options: all dates, current month, previous three or six months or current year. NOTE: current month is the month during which you are conducting your search and not within the previous 30 days.

Archived Research
Check this box to include documents from the archive. By default, Simple and Advanced Search exclude the archived content (see Definition Note below for classification of research).

DEFINITION NOTE
The default date range is generally, but not limited to, research written within the previous 18 months and considered "current." Current refers to documents that reflect current marketplace conditions. Archived Research is not necessarily out of date and may contain important historical information, therefore, archived documents may appear in results due to their relevancy to your search term.

Regarding date range, the default is to search "All" documents. If you keep this default, it will search back to 1995 to find any relevant documents that are "current," but you will typically see more recent content. You may edit these defaults via the preference tool - located on the Search results page and the Advanced Search screen.

Capitalization
Search terms are case insensitive; for example, gartner returns the same results as Gartner.

Document Number
All Gartner research documents are assigned a unique number (eg: G00123456). You may search by document number to retrieve a specific document.

Search Within Current Results
On the search results page, click this checkbox to refine results that are already displayed. By entering a new term or phrase, search will look for your term within the already retrieved results.

Previous Searches
You can access a summary of all of your searches conducted during a single session by clicking the checkbox on the search results screen or using the link located in the banner across the top of the results and Advanced Search screens.

Non-Supported Symbols
Wildcards (* asterisk) and stemming ($) are not supported. The search engine ignores these symbols and strips them out of the search box.

Advanced Search
To focus your search more specifically, Advanced Search provides a number of filters, such as choices for region, industry and a date limiter.

Advanced Search Filters Category
This describes the main focus of the document and you may narrow your search to "only these categories:"
  • Business Issues – research that focuses on the business aspects on information technology from either the vendor or user perspective.
  • Gartner Events – documents that provide information on Gartner events (conferences, briefings or Symposia)
  • Gartner Products – documents that describe Gartner products, research and services
  • Markets – research that provides quantitative, qualitative or analytical information for, or analysis of, a particular industry or market
  • Products – research that provides quantitative or analytical information for, or analysis of, products and services offered by either a single provider or group of providers
  • Technologies – research that provides quantitative, qualitative or analytical information for, or analysis of, a particular technology or group of technologies
  • Vendors – research that provides quantitative, qualitative or analytical information for, or analysis of, a specific vendor or group of vendors

Topic of Document
You can select from 11 topics, which are broad in scope. Whereas the default setting is to search your term in all of these, you can select one or more topics you are interested in:
  • Application Development covers strategies and processes for creating and enhancing custom-built software infrastructure or business applications when these are done internally. External development of customer software (as a service) is covered under IT Services.
  • Business Applications are programs that are directly related to fulfilling the organization's mission (e.g., CRM) and the related implementation issues. Research that is related to standards and implementation of packaged software is included here. For example, in addition to information on packaged e-mail applications, documents about e-mail implementation and e-mail standards are included here under "E-mail and Calendaring Software." Internal development of custom software is covered under "Application Development." External development and implementation of custom software is covered under "IT Services."
  • Business Objectives contains research on issues of interest to a CEO or general manager including what a business manager needs to know about technology to run an enterprise.
  • Communications Equipment is networking and telecommunications equipment, including both wireless and fixed-line equipment, voice and data equipment, customer premises equipment (CPE), and telecommunications carrier central office (CO) equipment.
  • Communications Services covers the provision of wireless and/or fixed-line voice and/or data services. (Synonym: Public Network Services)
  • Computing Hardware is the physical equipment associated with computing including printers, storage, monitors, computers, etc. - equipment specific to Communications and Telecom. Semiconductors are covered separately.
  • IT Management covers management issues of interest to a CIO or other technology manager - procedures, policies and guidelines for managing all aspects of IT within an organization including what a technology manager needs to know to maximize the organization's use of technology.
  • IT Services refers to the application of business and technical expertise from external service providers to aid organizations in the creation, management, optimization of, or access to, information. It also includes external services as they apply to the related business processes (EG: an application service provider who provides CRM services).
  • Semiconductors cover integrated circuits and other electronic components as well as the processes of creating them and the markets into which they sell.
  • Software Infrastructure contains Research on programs that provide underlying support (e.g. operating systems and middleware) for business applications that is related to standards and implementation of packaged software, including information on packaged database management systems and database implementation.
  • Technology and Society covers how technology affects people in their everyday lives and how governmental regulations and the economy impact technology, including telecommunications regulation, privacy regulation and Internet taxation. This does NOT include governments' use of technology or governments' technology strategies such as e-government. Use the Industry filter with "Government" to view those topics.
NOTE: You can review the entire Gartner topic list with the Gartner Research Topic Index
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Advanced Search
Advanced Search provides a number of filters to help you focus your search more specifically.

BRITISH AND AMERICAN SPELLING DIFFERENCES
To accommodate differences in the spelling of common English words between the U.S. and Great Britain, the search engine now allows you use of either spelling. Typing in "color" or "colour," or "inquiry" or "enquiry" and 138 other words in your search terms will return documents with either spelling. You can view the entire spelling list here.

BASIC FILTERS
ALL RESEARCH / RESEARCH YOU OWN
If you are a Gartner client, Research You Own (the products and services purchased by your organization) is the default search. You may select to search all Gartner Research sources by clicking the All Research button.

For non-Gartner clients, All Research is the default search and "Research You Own" is not active. You can toggle between All and Free Research.

ARCHIVED RESEARCH
Check this box to include documents from the archive. By default, simple and Advanced Search looks for current research. Current refers to documents that reflect current marketplace conditions. Archived Research is not necessarily out of date and may contain important historical information.

DATE RANGE
The default date range is research written within the previous 18 months. A drop-down menu enables you to choose among current month, the previous three or six months or current year. NOTE: current month is the month during which you are conducting your search and not within the previous 30 days.

You can also find research published in a specific month and year by clicking the link to "Browse by Date," located directly beneath the date range drop-down menu. This link opens the Browse by Date folder (see Browse for more information on this feature).

DEFAULT FULL TEXT SEARCH
The default search includes full text, title, summary and author(s) of research documents. You may limit these by choosing any one of four radio buttons: Author, Title, Summary and Title or Summary.

RESULTS DISPLAY PER PAGE
You can change the default display of 25 results per page by using the drop-down menu. Choose from 15, 50, 75 and 100 results per page.

DOCUMENT NUMBER
As with simple Search, you can search by document number (eg: G00123456), to retrieve a specific document.

SOURCE TO SEARCH
The default is to search both Gartner and Dataquest research, or you may choose to search Dataquest Research Only by clicking that box.

REGION
All Regions is the default selection. Most Gartner research is non-region specific, however, you may filter your search by selecting any of the six regions.

CATEGORY
You can limit your search based on the main focus of a document, such as Business Issues, Markets, Products, Technologies or Vendors.

INDUSTRY
All Industries is the default selection. You can limit your search to one or more industries by clicking the appropriate checkboxes.

CONTENT
This refers to specific types of information contained in a document, such as Data and Statistics, Magic Quadrant or Hype Cycle. You may choose to search for one or more Content Types by clicking those checkboxes.

TOPIC
All topics is the default selection. To filter your search by one or more topics, click the checkboxes. These 11 topics match the highest-level Browse topics.

FORMAT
To locate documents based on how the information is presented, you can choose among text, spreadsheet or database.

TOPIC LINKS
Below the summary of each document on the Results screen is a list of the Gartner Knowledge Map sub-topics to which that document is mapped. Clicking a sub-topic will open a split screen view with the Knowledge Map tree related to that sub-topic on the left, and on the right, a new list of results showing all documents mapped to that sub-topic.
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Browse
Welcome to Gartner Browse – where the entire Gartner research library, updated daily, is just a mouse click away.

Getting Started
  1. Begin Browsing by clicking on the + symbol next to one of the folders at left. The folder will expand to reveal additional choices.
  2. Continue clicking through the Browse tree until you find the topic, author or date you are seeking.
  3. Click on the name to the right of the + symbol to reveal the contents of the folder which displays on the right of your screen.
  4. Click on the title of a document to view it.
Click on any of the links below for additional help with Gartner Browse. If you still need help, send your questions to site.feedback@gartner.com and a Gartner representative will reply within one business day. Advanced Search Tab
This tab is available at the upper left of the Browse screen and opens in the left pane replacing the folder list. Here you can filter the currently displayed document list by several criteria. When you have made your choices, click "Search" at the bottom of the filter list. Results will appear in the right pane.

HINT:Clicking the "Browse" tab above the left pane, at any time, will close the Advanced Search tab and return the directory tree to the left pane.

Browse Tab
The "Browse" tab is located on the top navigation bar at the top of the page. Clicking this tab will return the left pane to the last previous folder expansion you were viewing. When you are in split-screen view, the Browse tab will bring up this Help page in the right pane.

Browse By Author
  1. Click the + symbol to open an alphabetical index of sub-folders.
  2. Click the + symbol that matches the first letter of the last name of the author you are seeking. The sub-folder will expand into a list of authors arranged alphabetically.
  3. Click a name to view a list, in the right pane, of all research written by that author.
Browse by Dataquest Market Insight
  1. Click the + symbol to expand the main folder containing the list of Dataquest Market Insights.
  2. Then click a folder title to display documents in the right pane.
Browse By Date
  1. Click the + symbol to open an index of years in which research was published.
  2. Click the + symbol to choose a year. The sub-folder will expand into a list of sub-folders by month.
  3. Click a month to view research published in that month and year.
Browse By Topic
Clicking the + symbol expands the folder to the 11 highest-level topics under which all Gartner research is organized.

NOTE: You can view the entire Gartner topic index list with the Gartner Research Topic Index
  1. You can drill down as far as you want to find the research you are interested in by clicking succeeding + symbols.
  2. At any level, click the folder icon or folder name to see the document list in the right pane.
  3. Above the document list is a directory tree displaying parent and child folders of the selected research folder (which is highlighted). You can move up or down within the directory tree by clicking on the name of the folder. That new selection will be highlighted in the tree and its documents listed below.
Buy Research
You will see a "Buy" button next to the titles of documents that are available to you for purchase. Clicking the Buy button will launch a window that enables you to complete the secure purchase process (you must register on the site in order to complete the purchase process):
  1. If you are signed in to the site as a client or guest: Click the "Buy" button and proceed to purchase the document.
  2. If you are not registered: Click the registration button and complete the form. A registration confirmation page will appear that contains a link to take you back to your document. Click the "Buy" button on your document and proceed through the purchase process.
  3. When you buy a document this document is protected by copyright law.

Free Research
This option appears at the top of the page for guests of the gartner.com site. Select this radio button to see only research that is available free of charge. If you want to also see summaries of documents that are available for purchase, choose "All Research."

Full Screen
This button is located in the header of the left pane above the directory tree. When it is clicked, the left pane expands to fill the entire screen. You can return to split screen mode by clicking the "Split Screen" button at the far right of the header.

HINT: You can quickly reveal hidden portions of the left pane by dragging the center divider with your left mouse button.

Help
These Help pages are the default right pane when you first arrive at Browse Gartner. Clicking the "Browse" tab in the upper left of your screen will always return Help to the right pane. Alternately, you can click the "Help" link in the upper right of the screen.

Numbers in Parentheses
Beside each folder in the directory tree is a number denoting the total number of documents in that folder and any subfolders. Some Gartner research is filed in more than one directory and more than one author writes or contributes to a document, so numbers may not always match as expected.

In addition, the number attached to any folder that has subfolders includes the number of documents in that parent folder plus the number of documents in each subfolder.

Each Gartner document is published to the database on only one date. The number next to the top-level "By Date" folder is therefore the net number of research documents in the database.

NOTE: The numbers always reflect the entire contents of the Gartner database and will not change if you select the radio button for "Research You Own" which may consist of fewer documents than the full database.

Previous Search Tab
This tab is located above the left directory tree pane. When it is clicked, links to the results of any search string you have entered in the search box during your current session are displayed in the left pane. Results from browsing the directory tree are not displayed.

Results Tab
This tab, located above the left directory tree pane, opens the currently displayed search results in full-screen mode. To return to split-screen mode, click the "Browse" tab, then the "Split Screen" button on the far right of the page.

Search
The Search box on the right of the top banner searches the entire Gartner database and returns results in the right pane. Enclose search phrases of more than one word in double quotation marks. Unlike Browse, "Search" searches the full text of each document. (See "Search Within These Results" below, and "Search" under the Help link in the upper right corner of the screen for additional Search information.)

Search Within Current Results
The search results screen contains a checkbox to "search within current results." Once a search has been conducted, you can further refine those results by searching within that set of results by additional keyword(s):
  1. On the results screen, type keyword(s) (phrases should be contained in double quotation marks) in the Search box in the top banner
  2. Click "Search within current results" box
  3. Click "Search" button next to Search box where you entered your keyword(s)
HINT: You may also "Click to Browse" any of the topics that are listed in blue directly beneath each document title displayed in the search results. Clicking a topic opens the corresponding browse folder and the contents will be displayed in the right pane.
Sorting
By default, results are sorted first by relevancy, then by date. You can re-sort your results by date or relevancy by clicking on the choice.

Split Screen
This option, on the far right of the Browse Research header, allows you to return to split screen view after clicking "Full Screen."

HINT: The "split screen" button does not appear in the full-screen view of the document list, which appears after clicking the "Results" tab. To return to the split-screen view, click the "Browse" tab, then the "Split Screen" button on the far right of your screen.

Research You Own
The default search for clients who are signed into the site is "Research You Own." This radio button appears at the top of the Search results and Advanced Search screens. Choose this button when you wish to locate only the documents you own by contract. When you want to include all Gartner documents in a search, click "All Research." For non-Gartner clients, All Research is the default search and "Research You Own" is not active. You can toggle between All and Free Research.
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Set Up, View or Delete Alerts
Alerts notify you when new research in your interest area is published to gartner.com

Setting up Alerts
There are two ways to create Alerts: Click the "Create Alerts" link either on the Home Page, or from the Search Results screen after you have conducted a search. Next, provide a term(s) that will retrieve newly published documents that are relevant to your term(s). (Maximum of 400 characters). (If you started from the Search Results screen, this information will be pre-populated, but you may change any of these criteria.)

Provide an Alert name. This name can be anything you choose and should reflect the content of the Alert you created to help you recognize each Alert.

Choose whether the Alert should check for matches in "Research You Own" (documents that are included in your service agreement) or "All Research."

Fill in any Advanced Search options you wish to add to the Alert. More information on these filters can be found in "Advanced Search." (If you click "create alert" from the Search Results screen, the search term you entered will be pre-populated, but you may change or add any criteria.)

Choose delivery method of e-mail or online or both, and select frequency (how often the Alert will check for newly published content). Click "Update."

"Daily" Alerts are e-mailed after 5 p.m. EST each day; "Weekly" Alerts are e-mailed on Sundays; "Monthly" Alerts are e-mailed on the 25th of the month.

Viewing Alerts
The Home Page will display the number of new and total Alerts that you have. Click this link to open the window that contains all the Alerts you have created. Click on any of the document titles in this window to open the corresponding results.

Deleting Alerts
You may delete - or unsubscribe from - your Alerts at any time. Select the Alerts you want to delete by clicking the check boxes in the Delete column. Then click the DELETE button.
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Check and Edit Account Information, Including Usage and Billing
Your organization may have one or more subscriptions to Gartner, and you may have access to one or more of these. Please check with your Membership Administrator for license key information. The License Key is your organization’s access code that permits access to research on gartner.com.

Merge usernames and passwords
Some users of gartner.com may have multiple usernames and passwords. To simplify your login procedure, you may combine these into the single username and password you have used for your current sign-in. Simply list each username and password combination in the boxes provided and click "Merge." Your new current username and password replace the other usernames and passwords you enter on this screen.

View Usage Report
The Usage Report is a summary of all content you have accessed during the period that you specify on this screen. Enter the period for which you want to the run the report and click "View Usage Report." Note: Usage is calculated nightly.

View Billing Summary
Use this screen to view a record of all document purchases you have made on gartner.com. Click on "E-mail me this statement" to receive a copy of the entire statement at the e-mail address recorded in your Personal Information. (See "Edit Personal Information" above for more detail.)

View Privacy Policy
The Gartner Privacy Policy describes the methods used to protect your privacy and your confidential information. Clicking on this screen opens a menu with links to all sections of the policy.
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Upcoming Events
On the right side of the Home Page are upcoming Symposia, Conferences and Teleconferences listed by title, date and location. Click on any of these event titles for additional information.

View the Worldwide Events calendar by clicking on the "Events" header on the Home Page. You may sort upcoming events by topic, date and location via drop-down menus. When you select a choice from any of these menus, the calendar is automatically reorganized. The link "View Previous Events" enables you to review the agendas of previously held conferences.
Each event listing contains agenda and program details, information on hotel and travel, speakers and sponsors. You can register online for all events.

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Help Options