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Enterprise Reporter 3.6 - Quick Start Guide

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 cannot 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.
If the network is using Kerberos for authentication, then enter a UPN or SPN for the Enterprise Reporter server to use.
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 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.
•
Changing 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.
•
Microsoft 365 and Microsoft Entra ID Reporting - Assess your Microsoft 365 and Microsoft Entra ID 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 .

Pre- and Post-Migration Assessment

Before you migrate computers and users to a new environment, you should assess their current state. Using reports generated by Enterprise Reporter, you can ensure that everything is ready to be migrated. Once the migration is complete, you can re-assess to ensure your environment is as you expect, and identify any issues that need resolving.

Scenario

You have received a request to identify all users, groups, and group memberships for a particular domain, and to provide it in Excel format for tracking purposes. This same report will be required after migrating all users to a new domain.

You will need to do the following steps:

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

Configure a cluster for 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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