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• Change Auditor 7.2
• Change Auditor 7.2 - User Guide

Change Auditor 7.2 - User Guide

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Change Auditor Overview

Available Change Auditor auditing modules

Agent Deployment

Deployment page Deploy agents Change the agent installation location and system tray option Enable auto deployment Refresh or clear Deployment page information

Change Auditor Client Overview

Starting the Change Auditor client Accessing Change Auditor news and updates Managing connection profiles

Connection wizard

Client components Customize table content

Sort data Resize or move columns Add or remove columns Group data

Filter data

Using custom filters

Directory object picker

Overview Page

Overview My Favorite Search Define a favorite search Overview panes

Top Agent Activity Recent Event Activity Count of Events By Agent Status Coordinator Status

Event Details pane

Searches

Introduction Searches page

Explorer view Searches list Search Properties tabs

View a list of available searches Run searches Run a quick search

Search Results and Event Details

Introduction Search Results page

Search Results grid Search Properties tabs Event Details pane

View search results

Display results in different formats

Preview search results Compare results side-by-side View event details or search properties Copy event details Email event details Display event's knowledge base entry Add comments View user context and run related searches Protect critical objects, mailboxes, files and folders Add search properties to existing event queries

Custom Searches and Search Properties

Introduction Create a custom search Search Properties tabs

Info tab Who tab What tab Where tab When tab Origin tab Alert tab Report tab Layout tab SQL tab XML tab

Enable Alert Notifications

Introduction Alert tab (Search Properties tabs) Enable alerts Disable alerts Alert History page View alert history View event details or alert properties

Administration Tasks

Administration Tasks tab Administration Task lists Export/import Administration Task settings

Agent Configurations

Introduction Agent Configuration page Define agent configurations Assign agent configurations to server agents Enable event logging

Coordinator Configuration

Coordinator Configuration page SMTP Configuration Configure email alert notifications/reports Customize alert email content Shared Folder Configuration Group Membership Expansion Add groups to Group Membership Expansion list Agent Heartbeat Check Disconnect client after 30 minutes of inactivity Scheduled Task Handling

Purging and Archiving your Change Auditor Database

Introduction Planning your jobs Purge and Archive page Create and maintain jobs Purge and Archive wizard Purge selected records

Disable Private Alerts and Reports

Introduction Private Alerts and Reports page Disable private alerts and reports

Generate and Schedule Reports

Schedule reports for distribution

Create global report template Define report content and layout Enable and schedule reporting

Launch Report Designer Publish reports Print or save a page's contents

SQL Reporting Services Configuration

Introduction SQL Reporting Services Page SQL Reporting Services Templates SQL Reporting Services Wizard

Change Auditor User Interface Authorization

Introduction Application User Interface Authorization page Add task definition Add role definition Add application group Remove a task definition

Client Authentication

Introduction Client Authentication Page

Changing authentication methods

Certificate authentication for client coordinator communication

Introduction

Installation settings Deployment Coordinator configuration Windows client configuration

Integrating with On Demand Audit

Managing a Quest On Demand Audit integration

Creating an On Demand Audit configuration Working with an On Demand Audit configuration

Enable/Disable Event Auditing

Introduction Audit Events page Enable/disable event auditing Modify event's severity level or event class description Define events to be captured based on results View event information

Account Exclusion

Introduction Excluded Accounts Auditing page Excluded Accounts templates Excluded Accounts wizard

Registry Auditing

Introduction Registry Auditing page Registry Auditing templates Registry Auditing wizard

Service Auditing

Introduction Services Auditing page Service Auditing templates Service Auditing wizard

Agent Statistics and Logs

Introduction Agent Statistics page

Agent Statistics grid Resource Properties pane

Machine Info page Processors page Drives page Shares page Services page Exchange Mailboxes page

Agent system tray icon

Change Auditor Agent Status dialog

View agent status/statistics Manage Change Auditor agents Agent Log page View and save agent trace logs

Coordinator Statistics and Logs

Introduction Coordinator Statistics page Coordinator system tray icon

Change Auditor Coordinator Status dialog Coordinator Configuration tool

View coordinator status and statistics Manage Change Auditor coordinators Coordinator Log page View and save coordinator trace logs

Change Auditor Commands

Menu commands Tool bar buttons Right-click commands

Change Auditor Email Tags

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Launch Report Designer

The report designer in Change Auditor uses StimulReport.Net components for designing reports. For a detailed description and functionality of each component available, click F1 to view the Stimulsoft online help (www.stimulsoft.com).

To launch the report designer:

1	Open the Searches page, locate and select a search definition.

2	Open the Report tab for the selected search and click Design Report.

The report designer appears allowing you to create a custom report layout for the selected search.

 

NOTE: Once the report designer is launched, the Layout and Columns settings on the Report tab for the selected search are disabled. To re-enable these settings, click Reset at the bottom of the Report tab.

Publish reports

Publish reports

ChangeAuditor supports Microsoft's Microsoft SQL Server Reporting Services (SRS), providing a comprehensive, server-based solution that enables the creation, management and delivery of both traditional, paper and interactive web-based reports. In this implementation, administrators no longer need to traverse the various auditing solutions to create the desired reports. Instead they can interact with a web-based reporting portal and simply subscribe to the reports they want to see.

You can also publish reports to the Quest Knowledge Portal which extends Microsoft SQL Server Reporting Services to provide easy report management and delivery.

NOTE: If you publish to SRS, reports are only available within the SRS reports website. Users will not be able to access them through the Quest Knowledge portal. However, if you publish to the Quest Knowledge Portal, reports will be available in both the SRS reports website and the Quest Knowledge Portal site.

Publishing reports to the Quest Knowledge Portal

Prerequisites

•	Download the Quest Knowledge Portal from here: https://www.quest.com/products/knowledge-portal/.

•	Install the Quest Knowledge portal.

•	Create the required QKP directory and a subdirectory under it called SharedDataSources.

NOTE: This is only required if this is the first time that you have installed the Quest Knowledge Portal. If you have used it with any other Quest products, these directories will already have been created.

To install the Quest Knowledge Portal:

NOTE: The Knowledge Portal can be installed either on the computer where SSRS is running or on a dedicated computer.

1	Run the Quest Knowledge Portal Setup.

2	Accept the license agreement and click Next.

3	Specify your full name and organization and click Next.

4	Specify the installation folder and make sure to select the Quest Knowledge Portal.

5	A requirements check is run to ensure your system conforms to the system requirements. If everything passes, select Proceed to Installation Wizard. If not, refer to the Quest Knowledge Portal documentation for the list of minimum system requirements.

6	Specify the site and virtual directory where to install the Knowledge Portal and click Next.

7	Specify the SQL Reporting Services server URL where the Quest Knowledge Portal will be installed and click Next.

IMPORTANT: This URL (Http://SQLServerName/Reports) will be used to create the required directories.

8	Specify the default user name and password that will be used for:

•	Connecting to the SQL Server hosting the product databases

•	Searching for accounts in Active Directory when granting access rights to report users

9	Quest has a Software Improvement Program to help identify and improve the features you use most. Select the country where you are installing the Quest Knowledge Portal and click Next.

10	Click Next and wait for the installation to complete.

To create the required directories

1	Open the SRS Reports URL entered during the installation (Http://SQLServerName/Reports).

2	Click New Folder and create a directory called QKP.

3	Open the QKP directory and create a new folder called SharedDataResources.

You can now browse open the knowledge portal site (Http://servername/QuestKnowledgePortal). The page will be empty until you publish a report.

To publish Change Auditor reports to the Quest Knowledge Portal:

1	Open the Searches page.

2	Expand the Private and Shared folders and select a folder in the explorer view to display the list of search/report definitions stored in the selected folder.

•

From the right-hand pane, right-click a search/report definition and select Publish to Quest Knowledge Portal. The Knowledge Portal Setup dialog appears allowing you to configure the SQL Server Reporting services to be used and specify the report details. (To publish a series of reports (folder), select a folder in the explorer view.)

3	If not already configured, select the Configure button to specify the reporting services and Change Auditor shared data source to be used.

•	Enter the URL of the SRS server that is to host the ChangeAuditor reports For example: http://<SQL_Server>/<ReportServer>

Where: <SQL_Server> is the name of the server hosting SRS and <ReportServer> is the name of the report server virtual directory. (In a default Reporting Services installation, the name of the virtual directory is reportserver.)

NOTE: Instead of entering the report server URL, you can click the Browse Knowledge Portal Servers button to select a Change Auditor agent that has Quest Knowledge Portal installed. Selecting an agent from the Eligible Change Auditor Agents dialog populates the report server URL.

•	Enter the user account, credentials and domain for a Windows account that has permissions to copy files to SRS.

NOTE: This Windows account requires rights to create SRS reports and data sources on the server (a.k.a. Content Manager).

•	Enter the user account and credentials to be used to access the Change Auditor database (data source).

•	Click Test to verify the credentials entered above.

4	Once you have entered the requested information, Change Auditor will publish the reports to the specified server, which will then be available through Quest Knowledge Portal.

Publishing reports to SRS

To publish Change Auditor reports to a SRS server:

1	Open the Searches page.

2	Expand the Private and Shared folders and select a folder in the explorer view to display the list of search/report definitions stored in the selected folder.

3

From the right-hand pane, right-click a search/report definition and select Publish reports using SQL Reporting Services. This displays the Create Report dialog allowing you to configure the SQL Server Reporting services to be used and to specify the report details. (To publish a series of reports (folder), select a folder in the explorer view.)

4	If not already configured, select the Configure button to specify the reporting services and Change Auditor shared data source to be used.

•	Enter the URL of the SRS server that is to host the ChangeAuditor reports For example: http://<SQL_Server>/<ReportServer>

Where: <SQL_Server> is the name of the server hosting SRS and <ReportServer> is the name of the report server virtual directory. (In a default Reporting Services installation, the name of the virtual directory is reportserver.)

NOTE: You can use the Import SRS Settings button on the Reporting Services Setup dialog to import a SQL Reporting Services template that was previously created to define the necessary SRS settings or enter the SRS settings as defined below.

•	Enter the user account, credentials and domain for a Windows account that has permissions to copy files to SRS.

NOTE: This Windows account requires rights to create SRS reports and data sources on the server (a.k.a. Content Manager).

•	Enter the user account and credentials to be used to access the Change Auditor database (data source).

•	Click Test to verify the credentials entered above.

5	Once you have entered the requested information, Change Auditor will publish the reports to the specified server, which will then be available through SQL Server Reporting Services.

Print or save a page's contents

Print or save a page’s contents

From the client you can print or save the contents of the currently displayed page using the File | Print menu commands or the Print tool bar options. For each Change Auditor page, the data grid as it is displayed on the page is printed, except for the following pages:

•	Searches page - The search properties specified for the selected search are printed. You must select a search from the searches list in the right page to enable the print options.

•	Search Results page - The data grid, pie chart or bar graph as it is displayed on this page is printed.

•	Coordinator Configuration page - The settings specified in the SMTP Configuration, Group Membership Expansion and Agent Heartbeat Check panes are printed.

•	AD Attributes Auditing page - The attributes selected for auditing are printed.

•	ADAM (AD LDS) Attributes Auditing page - The attributes selected for auditing are printed.

•	Application User Interface page - Printing is not available for this page.

To print a page:

1	Open the page to be printed and click Print.

2	On the Print dialog, specify your print options and the printer to use.

NOTE: You may want to use the Print | Page Setup option in the client or Preferences button on the Print dialog to change the page orientation to Landscape and decrease the page margins prior to printing the pages that contain grids.

3	Click Print to close the dialog and send the displayed page to the designated printer.

To preview a report prior to printing:

1	Open the page to be printed, expand Print and select Print Preview.

2	Use the controls at the top of the preview screen to print the report, display multiple or selected pages, zoom and close the preview screen.

To save a page to a file:

1	Open the page to be saved to a file, expand Print and select one of the following commands:

•	Print to File

•	Print to PDF

2	The Save As dialog appears allowing you to specify the file name and location. Also if you clicked the Print to File command, you can specify the type of file to be saved (.xls, .xlsx or .csv).

SQL Reporting Services Configuration

•	Introduction

•	SQL Reporting Services Page

•	SQL Reporting Services Templates

•	SQL Reporting Services Wizard

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