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Change Auditor 7.3 - Web Client User Guide

Install Change Auditor Web Client Web Client Overview Overview Page Shared Overviews Administration Page Searches Page Search Results Page Administration Tasks Page Configuration Tasks (Administration Tasks Page) Auditing Tasks (Administration Tasks Page) Protection Tasks (Administration Tasks Page) Change Auditor Client Comparison

Alert tab

Use the Alert tab to enable an alert for the selected search definition and define how and where to dispatch the alert, via SMTP (email), SNMP and/or WMI.

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NOTE: You can NOT enable alerting for search definitions that use the Runtime Prompt option for one or more search criteria.

The Alert tab contains the following information/controls:

Alert Enabled
Select this check box to enable an alert for the current search definition. Clear this check box to disable the alert for the current search definition.
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NOTE: This check box becomes available only after you have selected at least one transport method in the Send Alert To pane on this tab.
Send Alert To
Select all of the transport options that are to be applied to this search definition:
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SNMP: Select to dispatch alerts via SNMP traps.
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WMI: Select to dispatch alerts via WMI (Windows Management Instrumentation).
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SMTP: Select to display alerts via email.
History Search Limit
By default, up to 50,000 events can be included in the alert history. Use the arrow controls to increase or decrease this value to define the maximum number of events to be included in the alert history.
SMTP | Configure Email
For SMTP alerts, select this button to display the Alert Custom Email dialog to change the details about the alert email to be sent, including:
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Events Per Email: Specify the maximum number of events to be included in a single email (Default is 100 events)
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Time Zone: Specify the time zone to be used for the alert’s date/time stamps (Default is time zone of server where IIS is installed)
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To: Specify the email address of any users who are to receive the alert email.
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Cc: Specify the email address of any users who are to receive a carbon copy of the alert email.
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Bcc: Specify the email address of any users who are to receive a blind carbon copy of the alert email.
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Reply To: Enter the address where replies to alert emails are to be sent. By default, this setting used the value specified on the SMTP Configuration pane of the Coordinator Configuration page.
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Alert Subject: Specify the subject line text. By default, this setting uses the value specified on the SMTP Configuration pane of the Coordinator Configuration page.
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Send Plain Text Email | Send HTML Email: Specify the email format. By default, this setting uses the value specified on the SMTP Configuration pane of the Coordinator Configuration page.
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Add Who: Select this option to send an alert to the user who initiated the change that triggered the alert. Specify if this user is to be added to the To, Cc or Bcc address field.
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Add Owner(s): Select this option to send an alert to the Exchange Mailbox owner whose mailbox was accessed by another user and their action triggered an alert. Specify if this user is to be added to the To, Cc or Bcc address field.
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NOTE: This feature only applies to Exchange Mailbox Monitoring events, which are available in Change Auditor for Exchange.
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Add Managed By: For events associated with groups that are being manged by another account, select this option to send an alert to the managing user’s email. Specify if this user is to be added to the To, Cc or Bcc address field.
SMTP | Configure Email | Configure Body
From the Alert Custom Email dialog, select Configure Body to display the Alert Body Configuration dialog where, after clearing the Use Global Main Body check box on th Main Body tab or the Use the Global Event Details check box on the Event Details tab, you can define the content of the main body and/or the event details to be included in your alert emails.
Smart Alert When
Select this check box to specify under what conditions an alert is to be sent. Use the controls below this check box to specify the number of events that must occur within a specified time interval (minutes, hours or days) before generating/dispatching the alert.
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NOTE: This feature is available for SNMP and SMTP alerts only.
On a Single Object
Select this check box to specify that the event must occur for the same object the specified number of times before the alert will be triggered. When this check box is cleared (default), the event can occur on any object the specified number of times to trigger the alert.

Report tab

The Report tab allows you to enable reporting and define when and where to send the email report.

In addition to the standard tool bar buttons, the following buttons appear on the Report tab:

Preview Report
Click Preview Report to display a rendering of the events returned as a result of the selected search.
Design Report
Click Design Report to launch the Report Designer which allows you to create a custom report layout for the selected search.
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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 the Reset button on the Report tab.

The Report tab consists of a Schedule tab and a Configuration tab which contain the following information/controls:

Report Enabled
Select this check box to enable reporting for the current search definition.
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NOTE: This option becomes available only after a valid email address is entered in the To field in the Report Configuration section of this tab.
Reset
Click Reset to reset the settings back to the factory defaults.
Last Run
This read-only field specifies the last time (date and time) the report ran.
Next Run
This read-only field specifies the next time (date and time) when the report is scheduled to run.
Schedule tab

The Schedule tab is used for setting the date and time a report is to be run.

Report
Specifies if the report is to be generated/sent on a weekly (default) or monthly schedule.
Every
When a Weekly report is selected, specifies the weekly schedule to be used to generate the report. For example, 1 for every week (default), 2 for every other week, 3 for every third week, and 4 for every fourth week.
When a Monthly report is selected, specifies the monthly schedule to be used to generate the report. For example, 1 for every month, 2 for every other month, and 3 for every three months.
On Days
When a Weekly report is selected, defines the days of the week when the report is to be generated. The default is Monday through Friday.
On Day of Month
When a Monthly report is selected, specifies on which day of month the report is to be generated:
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First (default)
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Last
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Day #
Run Time
Specifies the time at which the report is to be generated. By default, the report will be generated at 12:00 AM. Click the clock icon to the left of this field to select a time from a list.
Configuration tab

The Configuration tab is used for specifying the report’s settings and the recipients.

Layout
Specifies what report template is to be used for the report’s headers and footers. The Default report template has been defined for you. To define additional report templates, use the Report Layouts page on the Administration Tasks page.
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NOTE: This setting is disabled if you click the Design Report tool bar button to define a custom report layout for the selected search.
Attach
The report is sent as an email attachment. Select the appropriate Attach option to define the format to be used for the report:
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PDF (default)
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HTML
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Word
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Text
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Excel
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CSV
Columns
Defines how the report content is to fill the page:
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Fit to Page (default)
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Fixed Width nn.nn inches/column
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NOTE: These settings are disabled if you click the Design Report tool bar button to define a custom report layout for the selected search.
Time Zone
Specifies the time zone to be used for the report’s time stamp in the report email. By default, the time zone of the machine where the Change Auditor client resides will be used.
Send to a mailbox
Specifies that you want to share reports through email.
Send to a shared folder
Specifies that you want to select a shared folder to write reports to. The credentials from the Shared Folder Configuration are used to write reports to the shared folder. Ensure that the account has permissions to write to the shared folder. (The credentials are configured in the Change Auditor client under the coordinator configuration Shared Folder Configuration option.)
Do not send empty reports
When selected, a report will not be sent to email or a shard folder if it does not contain any results.
Send empty report email notification
Select this to receive an email notification for a report that ran but did not contain any results. This is only available if you have selected the send to a mailbox and the Do not send empty reports options.
To
Enter the email address of the recipients to receive the report or the shared folder to write the report.
For shared folders, the To field is automatically populated with the default shared folder path. However, you can specify a different path. You must enter a network path; a local address will not be accepted.
Reply
(Optional) Enter the email address to which reply emails are to be sent.
Cc
(Optional) Enter the email address of users who are to receive a carbon copy of the report email.
Bcc
(Optional) Enter the email address of users who are to receive a blind carbon copy of the report email.
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NOTE: You can enter an individual email address or distribution list in any of the email address fields. Separate multiple email addresses with a semi-colon.

Layout tab

Use the Layout tab to define the data (columns) to retrieve from the database and display in the Search Results page. From this tab, you can also define the column order, sort criteria and order, and groupings to be used to display the retrieved data.

The Layout tab contains the following tables and controls:

Retrieve data tables

The left-most tables allow you to select the event details that are to be retrieved from the database for display in the web client.

Unselected Columns table
Displays the event details that can be retrieved from the database.
Selected Columns table
Displays the event details that are being retrieved from the database. It also displays the order in which the columns will be presented in the Search Results grid.
To add a column, select the column from the Unselected Columns table and use the right arrow button (located between these two tables) to move it to the Selected Columns table.
To remove a column from display, select the column from the Selected Columns table and use the left arrow button (located between these two tables) to move it back to the Unselected Columns table.
To rearrange the order of the columns, in the Selected Columns table select the column to be moved and use the up or down arrow button (located to the right of the Selected Columns table) to move the selected column to the desired location.
To reset the column selection and arrangement back to the factory defaults, use the reset button located next to the lower right corner of the Selected Columns table.
Sort criteria table

The table to the right of the Selected Columns table defines the criteria to be used to sort the search results.

To define the sort criteria for your search results, select a column in the Selected Columns table and use the right arrow button (located to the right of the Selected Columns table) to move it to the Sort Criteria table. To specify secondary sort criteria, add the additional columns to the Sort Criteria table. Use the arrow controls to the right of this table to define the primary (first column in list) and subsequent sort criteria.

Order By
This column lists the event details selected for sorting the search results.
Direction
This column specifies the sort direction for the sort criteria:
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ASC: ascending
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DESC: descending
To change the sort direction, place your cursor in the corresponding Direction cell and select Ascending or Descending.
Group By
This column indicates whether the displayed information is to be grouped. (Similar to selecting a column heading in the Search Results grid and dragging it to the space above the table to group the displayed information.)
To group/ungroup data, place your cursor in the corresponding Group By cell and select Yes to group the data or No to remove a grouping.
To reset the settings in the Sort Criteria table back to the factory defaults, use the reset button located next to the lower right corner of the Sort Criteria table.

SQL tab

The SQL tab displays the SQL query built to run the selected search. This information is only available once a search has been created.

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NOTE: The SQL tab is hidden by default. To display this tab, select the Show SQL Tab check box on the Searches page of the Client Settings dialog.
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