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• Enterprise Reporter 3.5
• Enterprise Reporter 3.5 - Quick Start Guide

Enterprise Reporter 3.5 - Quick Start Guide

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Introducing Quest® Enterprise Reporter Key Features of Enterprise Reporter Enterprise Reporter Components For information on installation, see Installing Enterprise Reporter .

Enterprise Reporter Architecture

System Requirements Overview of Enterprise Reporter communications and required credentials

Node credential and alternate credential details for on-premises discoveries Detailed permissions for Enterprise Reporter discoveries Permissions for Enterprise Reporter discoveries on NAS devices Permissions for Enterprise Reporter tenant applications Minimum permissions for installing Enterprise Reporter Minimum permissions for installing Enterprise Reporter Port Requirements

Installing Enterprise Reporter

Create/Connect Your Enterprise Reporter Database Configure Enterprise Reporter Licenses Activating or Updating Your License Create Your First Enterprise Reporter Cluster and Node

Step-By-Step Walkthroughs

Pre- and Post-Migration Assessment

Configure a cluster for data discovery Create a discovery to define the data collection Run the discover to collect the data Run the reports you want and export them

Manage Compliance

Modify an Existing Report Schedule the Discovery Scheduling Report Delivery to Recipients

Change History Reporting

Add Another Node to a Cluster Enable Change History for the Computer Discovery Type Create and Schedule a Discovery Scheduling the Report

File Storage Consolidation

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

Office 365 and Azure Reporting

Setup Enterprise Reporter Azure Applications for Office 365 Discoveries Create a Discovery to Define the Data Collection Run the Discovery to Collect the Data Run the Reports

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Configure Enterprise Reporter Licenses

You need either a trial or full license to use Enterprise Reporter. You must have a valid license to use the Configuration Manager; no license is required for the Report Manager. If you have questions about your license, contact your sales representative.

Topics:  

•	Activating or Updating Your License

 

Table 14. Enterprise Reporter Licenses

Enterprise Reporter License	Discovery Types Available with License	Report Libraries Available with License
Enterprise Reporter for Windows Servers	• NTFS • Computer • Registry • OneDrive • Azure Resource	• NTFS • Computer • Registry • Office 365 | OneDrive • Change History • Hybrid • Azure | Resources
Enterprise Reporter for Active Directory	• Active Directory • Azure Active Directory	• Active Directory • Azure • Change History • Hybrid
Enterprise Reporter for SQL Server	• MS SQL	• Microsoft SQL Server • Change History
Enterprise Reporter for File Storage Analysis	• File Storage Analysis	• File Storage Analysis
Enterprise Reporter for Exchange	• Exchange • Exchange Online	• Exchange • Office 365 | Exchange Online • Hybrid
Enterprise Reporter for Office 365	• Azure Active Directory • Azure Resource • Exchange Online • OneDrive • Microsoft Teams • SharePoint Online	• Azure • Office 365 | Exchange Online • Office 365 | OneDrive • Office 365 | Microsoft Teams • Office 365 | SharePoint Online
Enterprise Reporter Suite	• Active Directory • Azure Active Directory • Azure Resource • Computer • File Storage Analysis • Exchange • Exchange Online • Microsoft Teams • SharePoint Online • MS SQL • NTFS • OneDrive • Registry	• Active Directory • Azure • Change History • Computer • Exchange • File Storage Analysis • Hybrid • Microsoft SQL Server • NTFS • Office 365 | Exchange Online • Office 365 | Microsoft Teams • Office 365 | OneDrive • Office 365 | SharePoint Online • Registry • Security Explorer Remediation

Activating or Updating Your License

Activate or update your license in the Configuration Manager on the System | Information page.

To activate your license

1	Install and open the Configuration Manager.

2	Connect to your Enterprise Reporter server.

If no license has been installed, the licensing dialog box appears.

3	Click Update License and navigate to your license file.

4	Click Open.

5	In the licensing dialog box, click OK.

Create Your First Enterprise Reporter Cluster and Node

The Configuration Manager contains a wizard that walks you through the process of creating clusters and nodes. You can create a cluster without a node, and add the nodes later, but you will not be able to run a discovery without an enabled node.

To create the first cluster and node

1	On the Manage Discovery Clusters pane, click Create Cluster.

2	Enter a name for the cluster.

A default name, First Cluster, is provided, but you should change this to something meaningful, such as the location of your cluster.

3	Browse to your shared data location, and click OK.

- OR -

Select No network share specified.

For more information, see Things to Consider Before Creating a Cluster in the Quest Enterprise Reporter Configuration Manager User Guide.

If desired provide a description.

4	Click Next.

If you do not wish to add any nodes at this time, skip to step 8.

5	Click Add to browse to the computer where the node is to be created.

6	Select an account from the Credential Manager and click OK.

If the account you want is not on the list, click Add, enter the account, and select it from the list.

NOTE: The node credentials must have local administrator access to the host computer and be a member of the Reporter_Discovery_Nodes group.

For more information, see Using the Credential Manager in the Quest Enterprise Reporter Configuration Manager User Guide.

To use SQL credentials to connect to the database, select Database Credential, choose SQL Authentication, and select the SQL account from the Credential Manager.

7	Optionally, set tasks to be System - managed or specify a Maximum number of tasks..

For more information, see Nodes in the Quest Enterprise Reporter Configuration Manager User Guide.

8

Click OK.

You can add more than one node at a time to the same cluster. Repeat steps 5 through 7 until you have added all of your nodes.

By default, nodes are enabled after they are created. If you prefer to manually enable the nodes, clear the Enable Node check box. At least one node must be enabled in order for your cluster to be functional.

9	Click Finish.

If you chose to create a cluster without any nodes, click Yes.

The new node appears on the Discovery Nodes tab. Your node will be enabled, unless you cleared the Enable the nodes check box.

For a listing of possible node statuses, see What does the status of a node or cluster indicate? in the Quest Enterprise Reporter Configuration Manager User Guide.

 

NOTE: When a node is deployed and enabled, the cluster is also enabled. If you deployed the node without enabling it, you have to manually enable the cluster. For more information, see Enabling a Cluster in the Quest Enterprise Reporter Configuration Manager User Guide.

Step-By-Step Walkthroughs

Enterprise Reporter is a very flexible reporting tool, that can be used for many different purposes. This section uses examples of common uses to highlight how to set up Enterprise Reporter to maximize its potential.

•	Pre- and Post-Migration Assessment — Assess your network environment before migrating to identify any issues, and re-assess once the migration is complete to ensure that everything went as planned.

•	Manage Compliance — Set up reports to automatically generate and be delivered, minimizing the time you have to spend demonstrating compliance.

•	Change History Reporting — Track changes in your network environment using Change History Reporting. You can monitor changes to hardware, SQL databases, files, folders and so on.

•	File Storage Consolidation — Prepare for storage migration by identifying and excluding from migration files that are unused, orphaned, or are in violation of your storage usage policy.

•	Office 365 and Azure Reporting - Assess your Office 365 and Azure usage and configuration.

This walkthrough will guide you through each of these use cases for Enterprise Reporter. Each scenario shows you how to leverage Enterprise Reporter to get the information you want when you need it.

NOTE: These scenarios assume you have installed Enterprise Reporter and set up the database. For more information, see Installing Enterprise Reporter .

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