Rapid Recovery 6.3 - User Guide

Managing scheduled reports from the Core Console

You can schedule any of the reports available from the Core Console. Scheduling a report causes it to be generated repeatedly in the future. The schedule defines whether to generate the report on a daily, weekly, or monthly basis.

Optionally, Rapid Recovery lets you send an email notification to one or more recipients when each report is generated. The email specifies the report type, report format, and date range, and includes the report as an attachment.

Whether or not you choose to send email notifications, you can save the generated reports locally, or on a network location accessible to the Core server.

You must specify email notification and delivery, or you must specify a location to save reports. You can also choose both options.

This section includes the following topics:

• Scheduling a report
• Modifying a report schedule
• Pausing, resuming, or deleting a scheduled report

Scheduling a report

1. Navigate to the Rapid Recovery Core Console.
2. From the icon bar, click (More), and then select Reports.

   The Job Report page appears. A downward-facing arrow appears to the right of the current report name.

3. Click the arrow to the right of the report name, and from the drop-down menu, select Scheduled Reports.
   The Scheduled Reports page appears.
4. To schedule a report to generate on a repeated basis, click Add.
   The Set Reporting Schedule Wizard appears.
5. On the Configuration page of the wizard, enter the details for the report you want to schedule, and then click Next. The configuration options are described in the following table.

   Table 104: Scheduled report configuration options

   Machine	Available Reports
   Name	Type the display name you want to assign to this particular schedule. The default name is Schedule report 1. Limit your name to 64 or fewer characters. Do not use prohibited characters or prohibited phrases.
   Report format	Select a report output format. If you do not select a value, the default format (pdf) is used.
   Report type	Select the type of report you want to generate on a repeated basis.
   Labels	Select the labels you want to appear on your scheduled report. At least one label is required. The Custom Groups feature allows you to group Core objects in one logical container, for which you define a label. Using the Labels parameter in the Set Reporting Schedule Wizard, you can select a custom group for which scheduled reports are run. If no custom labels exist, the available options in the Labels drop-down menu include Select All and Protected Machines. If custom groups appear, each group appears as an option. You can select or clear any of the options to include or exclude those objects in the scheduled report.
   Protected machine	Select one or more protected machines to be included in the report. This option is not available for the Repository report.
   Job Types	Select the job types you want to appear in the report. By default, this set of information includes jobs for all machines—every protected machine, replicated machine and recovery point-only machine in the specified Cores. In the report parameters, you can customize the report. Use the filters to select or exclude some machines. You can also select or exclude jobs that are machine independent, in which case the report shows status for Core jobs only. The Job Types parameter is not available for the Core Summary and Repository scheduled report types.

6. On the Destination page of the wizard, select a destination for the reports you want to schedule. You must choose one of the following, and may select both. When satisfied, click Next.
   • In the Send to email addresses text box, enter one or more valid email addresses to notify users by email message when a scheduled report is generated.

     NOTE: If you do not specify email notifications and delivery, then you must specify a storage location.

   • Select Save as file to save the generated report files to a location you specify, and in the Location type drop-down menu, select a local, network, or cloud storage option. Then, in the Location text box, specify additional location information as described in the following table.

   Table 105: Location options for scheduled reports

   Location type	Location type description	Location
   Local	Select location type Local to save generated reports in a local path accessible to the Core.	Specify the path in the Location text box. Type a location accessible to the Core locally. For example, to store reports in the Reports folder on the D drive, enter D:\Reports\.
   Network	Select location type Network to save generated reports in a path accessible to the Core on the network. Specify the path in the Location text box.	Specify the path in the Location text box. Type a location accessible to the Core from the network. Use format \\servername\sharename. For example, to store reports on the Data server in the shared folder called Reports, enter \\Data\Reports\. Specify network credentials in the User name and Password text boxes.
   Cloud	Select location type Cloud to save generated reports in a Cloud storage account configured in the Core. The storage account must already be defined before performing this step. For information on setting up a Cloud storage account to work with the Core, see Cloud accounts.	From the Account text box, select the appropriate Cloud storage account to use to store generated reports. From the Container text box, specify an appropriate container in the storage account. From the Folder Name text box, specify a folder into which to store future generated reports.

7. When satisfied with your Destination options, click Next.
8. On the Schedule page of the wizard, from the Send data menu, select an option to determine how frequently to generate the report that you specified. You can generate reports daily, weekly, or monthly. Each option has its own parameters, as described in the following table.

   Table 106: Frequency options for generating scheduled reports

   How frequent	Frequency details	Frequency parameters
   Daily	Generates and saves or sends the specified report once daily at the specified time. Default time for this action is 12:00 AM (based on the time on the Core server).	To change the default time that the report generates, in the time text text box, type a new value or use the controls to change the hour, minutes, and AM or PM.
   Weekly	Generates and saves or sends the specified report once weekly at the specified time of the specified day. Default time for this action is 12:00 AM on Sunday (based on the time on the Core server).	To change the default day that the report generates, from the day of week menu, select a day of the week. To change the default time that the report generates, in the time text text box, type a new value or use the controls to change the hour, minutes, and AM or PM.
   Monthly	Generates and saves or sends the specified report once monthly on the specified date and time of day. Default date for this action is the first of each month at 12:00 AM (based on the time on the Core server).	To change the default date that the report generates, from the day of month menu, select a date. To change the default time that the report generates, in the time text text box, type a new value or use the controls to change the hour, minutes, and AM or PM.

9. Optionally, on the Schedule page of the wizard, if you want to prevent the scheduled report from generating until you resume paused reports, select Initially pause reporting.

   If you want this report to generate as scheduled, clear this option.

10. When satisfied with the schedule, click Finish to exit the wizard and save your work.

    The new report schedule appears in the Summary Reports summary table.

Modifying a report schedule

1. Navigate to the Rapid Recovery Core Console.
2. From the icon bar, click (More), and then select Reports.

   The Job Report page appears. A downward-facing arrow appears to the right of the current report name.

3. Click the arrow to the right of the report name, and from the drop-down menu, select Scheduled Reports.
   The Scheduled Reports page appears.
4. In the Scheduled Reports summary table, from the row of the report you want to modify, click (More options) and then select Edit.
   The Set Reporting Schedule Wizard appears.
5. Navigate through the pages of this wizard, changing any parameters necessary. For information on any of the parameters in this wizard, see the topic Scheduling a report.
6. On the Schedule page of the wizard, click Finish to close the wizard and save your changes.
   The wizard closes, and the report schedule is modified.

Pausing, resuming, or deleting a scheduled report

Once a report is scheduled, it generates on the schedule defined. If you want to temporarily stop the generation of a scheduled report, then you can pause the schedule.

If a scheduled report is paused, and you wish to resume the generation of the report, then you can resume the report as described in this procedure.

If you are currently generating a scheduled report, and no longer need to generate that report, you can delete it.

To determine if any scheduled report is paused, check the status column in the scheduled reports summary table. A green sphere indicates an active scheduled report; a yellow sphere indicates a paused schedule; and a red sphere indicates an error.

Complete the steps in this procedure to pause, resume, or delete a schedule for a report.

1. Navigate to the Rapid Recovery Core Console.
2. From the icon bar, click (More), and then select Reports.

   The Job Report page appears. A downward facing arrow appears to the right of the current report name.

3. Click the arrow to the right of the report name, and from the drop-down menu, select Scheduled Reports.

   The Scheduled Reports page appears.

4. In the Scheduled Reports summary table, view the status of all scheduled reports, using the colored indicators.
5. For each report you want to pause or resume, select the check box in the first column.
6. From the Scheduled Reports options above the summary table, do one of the following:
   • To pause the generation of the selected reports, click Pause.
   • To resume generation of scheduled reports that have been paused, click Resume.
   • To delete the selected schedules for existing scheduled reports, click Delete.

     Deleting a scheduled report only prevents the generation of future reports. If previous scheduled reports have been saved, they are not removed.