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Enterprise Reporter 3.5 - Quick Start Guide

Introducing Quest® Enterprise Reporter Key Features of Enterprise Reporter Enterprise Reporter Components For information on installation, see Installing Enterprise Reporter . System Requirements Overview of Enterprise Reporter communications and required credentials Installing Enterprise Reporter Step-By-Step Walkthroughs

Create and Schedule a Discovery

Since you need this weekly, you can create a weekly discovery. In this simple case, we are assuming that the targeted computers are located relatively close together. If they were very dispersed, you would create different discoveries in the appropriate cluster to ensure faster collections. Each computer should only be in one discovery, so while we are going to configure the discovery to collect the minimal needed data, if at a later time more information is needed, this discovery should be expanded, rather than creating a new one to gather the new data.

To create and schedule a computer discovery
1
On the Manage Discoveries page of the Configuration Manager, select New Discovery | Computer.
2
On the name page, enter Computer Services 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, and you can click Next.
4
On the Scopes page, click Add to choose your computers.
Browse to locate the computers, click Include, and click OK to close the Browse dialog box.
- OR -
On the Scopes page, click Import to add computers from a file.
Browse to locate the file containing the computers to add, select the file, click Open to start the import, review the import results, and click OK to close the results screen. For more information, see Importing Computers to Your Scopes.
For more information, see the Importing Computers to Your Scopes section of the Quest Enterprise Reporter Configuration Manager User Guide in the Technical Documentation.
5
To shorten collection time, you can select only the options you want to collect. Click Deselect All and then select the Services check box.
Remember that if you later decide to collect more information from the targeted computers, you should edit this discovery, not create a new one.
6
Click Next.
7
Click Weekly and schedule the discovery to run once a week.
8
Click Finish.

 

Scheduling the Report

When you are scheduling a report with time-sensitive information in it, you must make sure the discovery has time to finish collecting all of its data before you run the report. For small, simple discoveries, this should be easy to predict, but for large discoveries, or discoveries that are slowed down by network issues, such as nodes placed far from their targets or connectivity problems, it may take a few runs to learn how long it will take.

For details about the steps to take to schedule a report, see Scheduling Report Delivery to Recipients .

To copy the report so you can schedule it
1
On the Report tab of the Report Manager, expand Report Library | Change History and drag the Computer Change History report to My Reports.
2
On the Schedule tab, click +New Schedule, and enter Service Changes as the schedule name.
3
Create a weekly schedule for a time after the discovery will complete.
4
Launch the Credential Manager, and add an account that has read access to the database.
5
In the Delivery section, choose a network share where the reports will be delivered.
Ensure the credentials provided in the previous step have write access to this share.
6
In the From field, type the email address of the sender.
This assumes that the mail server delivery was set up as described in Scheduling Report Delivery to Recipients .
7
In the To field, type the email addresses of the recipients, separated by a comma or semicolon.
8
Click OK.
The schedule card is created.
To add the report
1
On the Service Changes schedule card, click +Add a report to this schedule.
2
Select Computer Change History, and click OK.
3
Click the Modify Report Parameters icon for the Computer Change History report.
4
In the Report Parameters pane, complete the Parameter Set Name: by typing Changed services on [computer names] to identify the parameter values you will use.
5
In the Include the following domains parameter, type the domain name, and click Add.
You also can click Search, locate and add the domain, and click OK.
6
In the Include the following computers parameter, click Search, and add the computers you targeted.
If you want to add all computers in the selected domains, you can use the * wildcard, and click Add instead of searching for specific computers.
7
In the Include the following changes parameter, click Search and add Services.
8
In the Include changes in the following date range: parameter, set dates to limit the number of changes included.
9
Click Save.

Your report will now run automatically, reporting on the data from your scheduled discovery.

File Storage Consolidation

Before you migrate computers to a new environment, you should assess their file storage. Using reports generated by Enterprise Reporter, you can ensure that only the required data is moved.

Scenario

You have received a request to get ready for storage migration and consolidation by identifying (and excluding from migration) files that are duplicate, unused, orphaned or that violate storage usage policy.

You will need to take the following steps:

1
Configure a Cluster to Perform the Data Discovery
2
Create Discoveries to Define the Data Collection
3
Run the Discoveries to Collect the Data
4
Run the Reports You Need

Configure a Cluster to Perform the Data Discovery

Configure a Cluster to Perform the Data Discovery

You must configure at least one cluster. A cluster is a logical collection of one or more computers (nodes) on which discoveries are executed. A discovery must be assigned to a cluster. A cluster can access an optional shared data location for discovery data. This reduces network traffic, and the processing load on the server.

* 
TIP: In order to reduce network traffic and avoid delays in communication, a cluster should serve a single geographic location.

Clusters are created in the Configuration Manager. To ensure you have the necessary access to the consoles and reports, make sure you are still logged in to your computer with the same user account that you used to install Enterprise Reporter.

If you do not have the Configuration Manager open, perform the following steps:

To connect to a server
1
Click the Start menu and select Quest | Configuration Manager.
2
Type the name of the server.
- OR -
Click Browse, and locate the computer where the server is installed.
Once you have connected to a server, the server name is stored in the list for future use.
3
If necessary, type in the port number.
4
Click Log In.

The Create Cluster wizard walks you through the process of setting up a cluster. .

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