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Enterprise Reporter 3.6 - Quick Start Guide

Run the Reports You Need

Once the discovery information is collected, you can run reports against it. When you run a report, it returns data based on the most recent data collected by the discoveries, the selected fields, and any parameter values you enter. Some reports may have required parameters; in this case, the report will not run unless you enter valid parameter values.

To produce the requested information, you must run a File Storage Analysis report in Enterprise Reporter. The Files and Folders report contains the following sections:

•
Storage Cleanup Summary - space recommended for cleanup on all servers
•
Duplicate Files - space wasted by duplicate files on the servers
•
Against Policy File Category - space used by against policy files on the servers (includes wasted space and media files)
•
Orphaned Files- space used by files for which the owner is unknown
•
Old Data - spaced used by files which have not been accessed in over a year

You can drill down from this report to more detailed reports for each specific section within this report. The following example illustrates this process starting with the Against Policy File Category.

To drill down from this report to more detailed reports
1
On the Storage Cleanup report, scroll to the Against Policy File Category.
2
Click any server name and the FSA - Files by Category report is displayed showing the number of files, size, and size on disk for the Against Policy category on that server.
3
Click the Against Policy category link and the FSA - File Category Details report is displayed showing the 10 file types that are using the most space.
4
Scroll down to the corresponding table and click on any file extension link (such as JPG) and the NTFS - File Information by Extension report is displayed showing all files with this extension on the selected computers.
5
Optionally, click the Next Report or Previous Report buttons in the toolbar to navigate between reports you have viewed.

You can repeat this process starting with the File Storage Analysis Files and Folders report. You can drill down through the various sections of the report to identify files that are duplicate, unused, orphaned or that violate storage usage policy.

Microsoft 365 and Microsoft Entra ID Reporting

If you are required to administer your Microsoft 365 and Microsoft Entra environments, including subscriptions and licenses, Enterprise Reporter can be of assistance by automatically gathering information and reporting on it.

Scenario

Each week you need a report that shows an overview of your Microsoft 365 tenant. You are going to use three reports to monitor this: one report for an overview of Microsoft 365, one report for tenant settings, and one report for Microsoft Entra subscription information. You will automate the delivery of the weekly reports to ensure they are always received.

You will need to take the following steps:

1
Setup Enterprise Reporter Microsoft Entra Applications for Microsoft 365 Discoveries
2
Create a Discovery to Define the Data Collection
3
Run the Discovery to Collect the Data
4
Run the Reports

Setup Enterprise Reporter Microsoft Entra Applications for Microsoft 365 Discoveries

To collect from your tenant you must configure Enterprise Reporter Tenant applications using the Tenant Application Manager.

To setup Enterprise Reporter Microsoft Entra Applications for Microsoft 365 Discoveries
1
On the Configuration page of the Configuration Manager, select Manage tenant applications.
2
Click Add, enter the name of your Microsoft 365 tenant and click OK.
3
In the Tenant Application Manager, your tenant will display with four applications created – Quest Enterprise Reporter Microsoft Entra Discovery v2, Quest Enterprise Reporter Azure Resource Discovery, Quest Enterprise Reporter Microsoft Teams Discovery, SharePoint Online and Quest Enterprise Reporter OneDrive Discovery.
4
To configure each application, click the Configure link in the Application Status column.
5
Enter credentials for a global administrator account on the tenant and consent to the application permissions.
6
Ensure you configure each application. Once configured, the Configure link will change to Reconfigure.
7
Click Close.

Create a Discovery to Define the Data Collection

In a previous scenario, you have already configured a cluster and now have set up your Enterprise Reporter Tenant applications. You now need to set up discoveries for Microsoft Entra ID, Exchange Online, Microsoft Teams, SharePoint Online, and OneDrive. Discoveries define the targets from which data will be collected. Enterprise Reporter uses a “collect all” model. After you run a discovery you can run the reports that include the data that has been collected.

To create an Microsoft Entra ID discovery
1
On the Manage Discoveries page of the Configuration Manager, select New Discovery | Microsoft Entra ID.
2
On the Name page, enter Microsoft Entra – [Tenant Name] so you can identify the discovery easily once you have a list of discoveries.
3
Since you only have one cluster, it is automatically selected.
4
Select an account for the target tenant from the Credential Manager and click Next.
5
On the Scopes page, the target tenant will be displayed based on the account selected on the previous page. Since we previously configured your Enterprise Reporter Tenant application, no further configuration is required.
6
Select only the options necessary for the information you want to collect. Keep the following options: Users, Groups, Contacts, Roles, Devices, Applications, and Service Principals.
7
Click Next.
8
Since we want to run this discovery right away, no schedule is necessary and you can click Finish.
To create an Exchange Online discovery
1
On the Manage Discoveries page of the Configuration Manager, select New Discovery | Exchange Online.
2
On the Name page, enter Exchange Online – [Tenant Name] so you can identify the discovery easily once you have a list of discoveries.
3
Since you only have one cluster, it is automatically selected.
4
Select an account for the target tenant from the Credential Manager and click Next.
5
On the Scopes page, the target tenant will be displayed based on the account selected on the previous page. Since we previously configured your Enterprise Reporter Tenant applications, no further configuration is required.
6
Select only the options necessary for the information you want to collect. Keep the following options: Mailboxes, Public Folders, Mail-Enabled Users, Contacts, and Distribution Groups. Clear the option to Collect group members.
7
Click Next.
8
Since we want to run this discovery right away, no schedule is necessary and you can click Finish.
To create a Microsoft Teams discovery
1
On the Manage Discoveries page of the Configuration Manager, select New Discovery | MS Teams.
2
On the Name page, enter Microsoft Teams – [Tenant Name] so you can identify the discovery easily once you have a list of discoveries.
3
Since you only have one cluster, it is automatically selected.
4
Select an account for the target tenant from the Credential Manager and click Next.
5
On the Scopes page, the target tenant will be displayed based on the account selected on the previous page. Since we previously configured your Enterprise Reporter Tenant applications, no further configuration is required.
6
Select only the options necessary for the information you want to collect. Keep the following options: Channels, Applications, and Files and Folders.
7
Click Next.
8
Since we want to run this discovery right away, no schedule is necessary and you can click Finish.
To create a SharePoint Online discovery
1
On the Manage Discoveries page of the Configuration Manager, select New Discovery | SharePoint Online.
2
On the Name page, enter SharePoint Online – [Tenant Name] so you can identify the discovery easily once you have a list of discoveries.
3
Since you only have one cluster, it is automatically selected.
4
Select an account for the target tenant from the Credential Manager and click Next.
5
On the Scopes page, the target tenant will be displayed based on the account selected on the previous page. Since we previously configured your Enterprise Reporter Tenant applications, no further configuration is required.
6
Select only the options necessary for the information you want to collect. Keep the following option: Site Groups.
7
Click Next.
8
Since we want to run this discovery right away, no schedule is necessary and you can click Finish.
To create a OneDrive discovery
1
On the Manage Discoveries page of the Configuration Manager, select New Discovery | OneDrive.
2
On the Name page, enter OneDrive – [Tenant Name] so you can identify the discovery easily once you have a list of discoveries.
3
Since you only have one cluster, it is automatically selected.
4
Select an account for the target tenant from the Credential Manager and click Next.
5
On the Scopes page, the target tenant will be displayed based on the account selected on the previous page. Since we previously configured your Enterprise Reporter Tenant applications, no further configuration is required.
6
We want to collect all drives to understand usage by user. Select the option to Collect all drives.
7
To shorten collection time, select only the options you want to collect. Select the following options: Folders and Files.
8
Click Next.
9
Since we want to run this discovery right away, no schedule is necessary and you can click Finish.
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