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Enterprise Reporter 3.5 - Report Manager User Guide

Quest Enterprise Reporter Report Manager Introducing the Report Manager Running and Scheduling Reports Creating and Editing Reports Troubleshooting Issues with Enterprise Reporter Appendix: PowerShell cmdlets

Transferring Ownership of Schedules

Reporting administrators can transfer ownership of a schedule from one user to another. Transferring ownership of a schedule also transfers ownership of all reports belonging to that schedule. The credentials for the transferred schedules must be re-configured by the new owner.

To transfer ownership of schedules
1
As a Reporting Administrator, navigate to the Schedule tab of the Report Manager.
2
Click Ownership at the top of the list of schedules.
3
Select the existing owner of the schedules to be transferred.
4
Select the user to whom the schedules will be transferred.
5
Select the schedules to be transferred.
- OR -
Click Select All to select all available schedules.
6
Click OK.
7
Click Yes to confirm the transfer.
* 
NOTE: A red warning symbol at the top of the transferred schedules indicates that the credentials of the those transferred schedules must be re-configured.The new report owner must click the pencil icon beside the warning symbol and select an account with the appropriate credentials.

Troubleshooting Scheduling Issues

If problems occur during the running of a schedule, an error indicator (a red dot) appears on the scheduled report card, along with an error message providing you with information to help you address the issue.

An error indicator on a schedule card indicates that one or more of the scheduled reports has an error. Resolve the issue, and then either wait until the next scheduled run, or manually run any needed reports by clicking Run this report on the scheduled report card, or run the schedule by clicking Run all reports belonging to this schedule on the schedule card.

You can also click the View History icon on the schedule card to see the last ten times the schedule ran and any corresponding errors. For more information, see Viewing Schedule History .

The report only exports as CSV

If you are running a report or have scheduled a report that will only output to CSV (no matter which format you select), this is likely a report that does not have a layout on the Layout tab of the report definition. For more information, see Creating Report Layouts .

The report generates but the email has an error

If a report schedule runs and the report file gets created correctly, but the email has the following error,

"The report schedule has failed. To view the reason for the failure, go the Schedule Explorer in the Report Manager, or contact your Reporter administrator. I have verified that there are no illegal characters in the name",

this can indicate that the size of the report file exceeds the default maximum file size of 1MB for Enterprise Reporter email attachments. See Modifying the Maximum File Size for an Email Attachment for instructions on how to increase the maximum file size for email attachments.

Using the Credential Manager

Credentials are used in different places in Enterprise Reporter. For example, nodes and report schedules both use credentials. The Credential Manager is a central store for accounts and passwords used throughout the system. This makes it easy to keep passwords up to date, and allows you to enter the credential details once, and access them repeatedly.

* 
NOTE: Office 365 discoveries now support multi-factor authentication. The Office 365 discovery credentials will need to be authenticated by Microsoft through the Credential Manager.
NOTE: Credentials added in the Report Manager are only available to the user who added them, while accounts added in the Configuration Manager are available to all Configuration Manager users on the same Enterprise Reporter server.

Accounts are not verified when you add them, and they must already exist in order to be used by Enterprise Reporter. For each account, you can add a description. This is particularly useful for differentiating between similar accounts, such as similarly named service credentials, or your SQL Server® default "sa" accounts. The combination of the account name and the description must be unique.

Accounts with multi-factor authentication enabled need to be authenticated by Microsoft through the Credential Manager.

Credential passwords are encrypted with FIPS 140-2 compliant algorithms and an encryption key that has a user-supplied password. The encryption key is secured in the Windows Credential Manager (not to be confused with the Enterprise Reporter Credential Manager). The encryption key is used to encrypt all passwords that are used in Enterprise Reporter for collections and reporting. Additionally, Enterprise Reporter security groups and roles are used to validate who has access to the encryption key and the key cannot be retrieved without proper authorizations.

The Credential Manager will display a red key icon next to each account that requires a password.

See also:

•
Changing passwords using the Credential Manager
•
Changing account names using the Credential Manager
To open the Credential Manager
•
On the System Configuration page, go to Credential Manager and click Manage credentials.
- OR -
Click the ellipsis anywhere credentials are required.
To use a credential from the Credential Manager
1
Select the account from the list.
2
Click OK.
To add a credential for use in the system
1
Open the Credential Manager.
2
Click Add.
3
Type the account name.
You can enter any account that you want to use in Enterprise Reporter, including Windows accounts, SQL Server® accounts, and Azure accounts.
 
* 
NOTE: If you are entering credentials in the Configuration Manager, remember that other users may have entered the same credential, so if necessary, verify that you are adding a unique account.
4
Type the password for the account.
5
Optionally, type a description.
The combination of the account name and the description must be unique.
6
Click OK.
To add a multi-factor authenticated credential
1
Open the Credential Manager.
2
Click Add.
3
Enter the account user name and password.
 
* 
NOTE: The combination of the account name and the description must be unique.
4
Optionally, enter a description.
5
Click Authenticate.
6
On the Microsoft Azure authentication screen, enter the account name.
7
Click Next.
 
* 
NOTE: When entering credentials in the Configuration Manager, verify that no other users have used the same credential and that the account you are adding is unique.
8
Enter the password for the account.
9
Click Sign In.
10
Enter the verification code sent to the account.
11
Click Verify.
The Credential Manager authenticates the account for discovery usage and changes the account information on any applicable discoveries.
A progress dialog box appears.
 
* 
NOTE: The Credential Manager displays a Last Authenticated On date, which indicates when the credential was authenticated through the Microsoft authentication process as a multi-factor authenticated credential. If there is no date, then the credential was not authenticated.
12
Verify that your changes were processed. If any errors occur, you will need to troubleshoot the issue and manually make any changes.
When changing the password on an Office 365 Azure account, any Enterprise Reporter tenant applications using that account must also be reconfigured.
 
To edit a credential
1
Open the Credential Manager.
2
Select an account.
3
Click Edit.
4
Optionally, modify the password by selecting Edit Password.
5
Make all changes.
6
Click OK.
7
If changing the password on an Office 365 Azure account, any Enterprise Reporter tenant applications using that account must also be reconfigured.
To edit a multi-factor authenticated credential
1
Open the Credential Manager.
2
Select an account.
3
Click Edit.
4
Modify the account.
5
Click Authenticate.
6
On the Microsoft Azure authentication screen, enter the account name.
7
Click Next.
 
* 
NOTE: When entering credentials in the Configuration Manager, verify that no other users have used the same credential and that the account you are adding is unique.
8
Enter the password for the account.
9
Click Sign In.
10
Enter the verification code sent to the account.
11
Click Verify.
The Credential Manager authenticates the account for discovery usage and changes the account information on any applicable discoveries.
A progress dialog box appears.
 
* 
NOTE: The Credential Manager displays a Last Authenticated On date, which indicates when the credential was authenticated through the Microsoft authentication process as a multi-factor authenticated credential. If there is no date, then the credential was not authenticated.
12
Verify that your changes were processed. If any errors occur, you will need to troubleshoot the issue and manually make any changes.
When changing the password on an Office 365 Azure account, any Enterprise Reporter tenant applications using that account must also be reconfigured.
 
To alter an account to be multi-factor authentication enabled
1
Open the Credential Manager.
2
Select the account to authenticate.
3
Click Authenticate.
4
On the Microsoft Azure authentication screen, enter the account name.
5
Click Next.
 
* 
NOTE: When entering credentials in the Configuration Manager, verify that no other users have used the same credential and that the account you are adding is unique.
6
Enter the password for the account.
7
Click Sign In.
8
Enter the verification code sent to the account.
9
Click Verify.
The Credential Manager authenticates the account for discovery usage and changes the account information on any applicable discoveries.
A progress dialog box appears.
 
* 
NOTE: The Credential Manager displays a Last Authenticated On date, which indicates when the credential was authenticated through the Microsoft authentication process as a multi-factor authenticated credential. If there is no date, then the credential was not authenticated.
10
Verify that your changes were processed. If any errors occur, you will need to troubleshoot the issue and manually make any changes.
When changing the password on an Office 365 Azure account, any Enterprise Reporter tenant applications using that account must also be reconfigured.
 
To delete a credential
1
Open the Credential Manager.
2
Select an account from the list.
You can only delete accounts that are not currently in use.
3
Click Delete.
4
Click OK.

Changing passwords using the Credential Manager

When passwords are changed in Active Directory and Azure Active Directory, they need to be updated everywhere they are in use in Enterprise Reporter. It is possible that the account could be locked if you do not make this change. The Credential Manager makes this easy by providing a central store for accounts. You can change the password, and it is updated in all nodes, schedules, discoveries, and so on.

* 
NOTE: You can modify credentials from anywhere you can access the Credential Manager. Be aware when you make a change to a credential, it is applied throughout your deployment, not just in your current context.

If you modify credentials that are used by a discovery node, the node service must be restarted before the changes take effect. Enterprise Reporter will attempt to restart the node. However, if the restart fails, you may need to manually start the service on the computer that hosts the node. If there are jobs currently running on the node, they will be cancelled. To prevent this, either change the credentials during a down time, or cancel the discoveries yourself and restart them once the change takes effect.

Credential passwords are encrypted with FIPS 140-2 compliant algorithms and an encryption key that has a user-supplied password.

The Credential Manager will display a red key icon next to each account that requires a password.

To change the password on an account
1
On the System Configuration page, click Manage credentials.
It is recommended that you make these changes while no discoveries are running (or waiting to be run) before changing the password.
2
Select the account, and click Edit.
3
Select Edit Password.
4
Modify the password and click OK.
A progress dialog box appears.
 
* 
NOTE: The Credential Manager displays a Last Authenticated On date, which indicates when the credential was authenticated through the Microsoft authentication process as a multi-factor authenticated credential. If there is no date, then the credential was not authenticated.
5
Verify that your changes were processed. If any errors occur, you will need to troubleshoot the issue and manually make any changes.
When changing the password on an Office 365 Azure account, any Enterprise Reporter tenant applications using that account must also be reconfigured.
To change the password on a multi-factor authenticated account
1
On the System Configuration page, click Manage credentials.
It is recommended that you make these changes while no discoveries are running or waiting to be run before changing the password.
2
Select the account and click Edit.
3
Select Edit Password.
4
Modify the password.
5
Click Authenticate.
6
On the Microsoft Azure authentication screen, enter the account name.
7
Click Next.
 
* 
NOTE: When entering credentials in the Configuration Manager, verify that no other users have used the same credential and that the account you are adding is unique.
8
Enter the password for the account.
9
Click Sign In.
10
Enter the verification code sent to the account.
11
Click Verify.
The Credential Manager authenticates the account for discovery usage and changes the account information on any applicable discoveries.
A progress dialog box appears.
 
* 
NOTE: The Credential Manager displays a Last Authenticated On date, which indicates when the credential was authenticated through the Microsoft authentication process as a multi-factor authenticated credential. If there is no date, then the credential was not authenticated.
12
Verify that your changes were processed. If any errors occur, you will need to troubleshoot the issue and manually make any changes.
When changing the password on an Office 365 Azure account, any Enterprise Reporter tenant applications using that account must also be reconfigured.
 
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