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MessageStats 7.8.1 - Reports User Guide

Table of Contents

Upgrading MessageStats Overview

MessageStats upgrade paths About task migration

Typical MessageStats Upgrade Scenarios

About SQL Security Permissions for Upgrading the Database Upgrading a Complete (Single Server) MessageStats Installation Upgrading a Distributed Installation with a Separate Database Server

1a. Upgrading the MessageStats Database on aSeparate Server 1b. Manually Upgrading the MessageStats Database on a Separate Server 2. Upgrading the MessageStats Reports and the MessageStats Server

Moving the MessageStats Database

Process to Move an Existing MessageStats Database

Backing Up the MessageStats Database Restoring the MessageStats Databaseon the Destination Server Setting Security on the New SQL Server Detaching the Database Moving the Database Files and Reattaching the Database Updating Connections to the New Server

Upgrading MessageStats After the Database is Moved

Moving and Upgrading MessageStats

About Moving a Complete MessageStats Installation

Moving a MessageStats Installation with No Installed Report Packs Moving MessageStats with at least One Installed Report Pack — No Upgrade Moving and Upgrading MessageStats with at least One Installed Report Pack

Moving Custom Reports and Report Subscriptions

Backing Up and Moving Custom and Saved Reports Backing Up and Restoring Report Subscriptions

Viewing, Creating, and Editing MessageStats Reports

Introducing MessageStats Reports

Types of Reports Report Graphs Report Fields

Using the Reports Console Using the Toolbar Buttons File Menu Commands

Sending Reports by Email Exporting Reports Setting Filter Defaults

Browsing Reports

Using the Treeview Using the Listview Using Linked Reports Viewing Report Information

Configuring Report Parts About MessageStats Reports Creating Custom Reports

Selecting a Data Source Selecting Fields Specifying the Filters to Apply Grouping the Data Specifying the Sort Order Selecting the Report Format Entering a Report Description Previewing the Report

Creating Custom Graphs

Using the MessageStats Graph Wizard Guidelines for Creating Bar Graphs Guidelines for Creating Pie Charts Guidelines for Creating XY Graphs

Editing Reports

Using the Edit Button

Using the Edit Button

Selecting Report Filters Using Quick Filters Using Save Report Settings Changing Grouping Options

Setting Security

Role-based Security File-System Based Security

Security Scenarios

Configuring Report Subscriptions

Creating and Changing Report Subscriptions

Scheduling the Subscription Service Sending the Subscription Selecting Reports for the Subscription Specifying the User Account Naming Subscriptions Changing the SMTP Mail Server or From Display Name

Performance Considerations for MessageStats Reports

Best Practices for reports

My Reports and Corporate Reports

Introduction to Corporate Exchange At A Glance About My Reports

My Exchange at a Glance

About Corporate Reports

Exchange Executive Summaries Reports

Introduction to Executive Summaries Reports

Prerequisites Executive Summary Report Descriptions

Exchange Organizations Reports

Introducing the Organizations Reports Subject Auditing Reporting Departmental Reporting Region Activity Reporting Organizational Traffic Reporting Organizational Storage Reporting

Exchange Server Reports

Introducing Server Reports About Server Activity Reports About Server Mail Traffic Reports About Delivery Times Reports About Message Sizes Reports About the Server Uptime Report

Exchange Content Analysis Reports

Introducing Content Analysis Reports About Mailbox Content Reports About Public Folder Content Reports About Mailbox Attachments Reports About Public Folder Attachments Reports

Exchange Mailboxes Reports

Introducing Mailbox Reports

Viewing Presence Information

About Size and Quotas Reports About Top Senders and Receivers Reports About Top Internet Senders and Receivers Reports About Mailbox Activity Reports About the Mailbox Profile About Mailbox Auditing Reports About Message Size Reports About Mailbox Security Reports

Exchange Mail Contacts Reports

Introducing the Mail Contacts Reports

Exchange Distribution Groups Reports

Introducing Distribution Group Reports

Exchange Public Folders Reports

Introducing the Public Folder Reports

Exchange Storage Reports

Introducing Storage Reports

Exchange Internet Reports

Introducing Internet Reports

About Top Internet Domain Reports About Top Internet Domain Users Reports About Internet Domain Auditing Reports About the Internal Namespace Distribution Report

Exchange Inventory Reports

Introducing Inventory and Chargeback Reports About Chargeback Reports

Chargeback Report Descriptions

About Inventory Reports

Inventory Report Descriptions

Migration Reports

About the Migration Reports

Inventory Reports Capacity & Storage Reports Unused Assets Reports Mailbox Migration Progress Reports

MessageStats Gathering Reports

Introducing MessageStats Gathering Reports

MessageStats Gathering Report Descriptions

Appendix A: How to Read the Reports

What is the Definition of Physical and Logical Messages?

Reports that Show Physical Message Counts Reports that Show Logical Message Counts

How Does MessageStats Determine Internal and External Messages?

Viewed from a Server Perspective Viewed from a Mailbox Perspective Other Factors to be Considered Internal and External Messages - Frequently Asked Questions

Differences Between Messages Submitted, Delivered, and Transferred In and Out

Sample Scenario: MessageStats Counts

Why Does the Date Filter Always Group Using UTC?

Report Filter Definitions

Lotus Notes Report Pack Filters

Using the Reports Console

The MessageStats Reports console allows you to browse the existing MessageStats Reports and navigate to the reports you need. Use the File menu commands to create new reports or save report settings, and view report settings for a particular report.

You can also export data from reports into a specified format or you can send a report by email using File menu commands.

File Menu Commands

Browsing Reports

Configuring Report Parts

Creating Custom Reports

Creating Custom Graphs

Configuring Report Subscriptions

Using the Toolbar Buttons

The following table describes the toolbar buttons at the top of the MessageStats Reports home page. Different buttons are available depending on your location within MessageStats Reports.

Table 2. Using the reports toolbar.
Icon	Function
	Returns you to the MessageStats Reports home page.
	Allows you to go up one level in the report structure.
	Accesses the file menu, which includes the following options: New Custom Report, New Folder, Save, Save As, Save Report Settings, Send to, Export, Subscriptions, and Set Filter Defaults.
	Opens the Web Report Wizard so you can edit a custom report.
	Opens the Printer dialog box to allow you to print the report that you are viewing.
	Shows you a preview of the printed report.
	Closes the preview window.
	Shows the Help for the reporting component.

File Menu Commands

Different commands are available on the File menu depending on what you are displaying within MessageStats Reports.

The options available on the File menu are limited by certain Web Reports security roles. For information, see Setting Security .

If you click File , the following menu options are available:

Table 3. Commands available from the File menu.
Option	Description
New	New Custom Report Opens the Web Report Wizard to allow you to create the new report. For information, see Creating Custom Reports . New Custom Graph Opens the Graph Wizard to allow you to create a custom graph. For information, see Creating Custom Graphs .
New Folder	Opens the New Folder dialog box. When you name the new folder, the application places the folder as a subfolder of the currently selected folder. If you want to add a folder to the main navigation tree, the Home node should be selected before you create the new folder.
Save	Saves the changes, such as new sorting criteria, that you have made to an existing report. If you save reports to a node other than the My Reports node, the reports appear in alphabetical order under the pre-configured MessageStats Reports.
Save As	Saves the changes you have made to an existing report, but gives you the option to change the report name or location. If you save reports to a node other than the My Reports node, the reports appear in alphabetical order under the pre-configured MessageStats Reports.
Save Report Settings	Allows you to save the current report settings, including filters, and create a shortcut for the selected report. For more information, see Using Save Report Settings .
Send to	Allows you to send the currently displayed report by email to the address that you specify. You can specify the format. You can also select rows or columns within a report, right-click and use the Send Selection option to email portions of a report. Also you can click on a graph or chart, right-click and use the Send Selection option to email the graph or chart.
Export	Allows you to export the report content into one of the following formats: Microsoft Excel Text (as comma separated values) Text (as tab separated values) XML Word File HTML MHTML You can also drag to select specific rows or columns and export only the selected portions. For more information about exporting reports, see Exporting Reports .
Subscriptions	Opens the Subscriptions Page. For more information, see Configuring Report Subscriptions .
Set Filter Defaults	Opens the Configure Filter Defaults dialog box. You can set the default operator and values for a particular parameter in all reports that have a filter on that parameter. For more information, see Setting Filter Defaults .
Administrative Options	Used to specify the SMTP mail server that is used to send report subscriptions and the name to appear in the originators field. Also contains an option that allows you share your custom report definitions with another MessageStats reports server. You can upload custom reports to another server or downloading them from another server.

Sending Reports by Email

You can use the Send to function on the File menu to send an entire report by email.

You can also select portions of a report and send only the selected columns or rows as an attachment or embedded in the email. You can also send a selected chart or graph.

To email selected portions of a report

1

Click and drag to select the rows or columns in the displayed report.

2

Right-click and select Send Selection To.

3

Select the format you want.

4

Enter the email address in the To field and enter any text in the Subject and Message sections.

5

You can click to select a chart or graph and right-click to use the Send Selection option to email the selection as a bitmap attachment or as an embedded bitmap in an email. If you select a format such as Excel or text, the raw data used to create the graph is sent.

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