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Enterprise Reporter 3.6 - Report Manager User Guide

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Quest Enterprise Reporter Report Manager

Quest Enterprise Reporter Report Manager

Introducing the Report Manager

Starting the Report Manager Finding Answers and Getting Help An Overview of the Report Manager Security Explaining My Reports, Published Reports, and the Report Library

What are My Reports? What are Published Reports? What is the Report Library?

Reports Included in Enterprise Reporter

Active Directory Reports Change History Reports Computer Reports Enterprise Reporter System Reports Exchange Reports File Storage Analysis Reports

File Categories Folder Categories

Hybrid Reports Microsoft SQL Server Reports Microsoft 365 Reports NTFS Reports Registry Reports Security Explorer Remediation Reports

Report Types Included in Enterprise Reporter

Active Directory Report Types Microsoft Entra Report Types Azure Resource Report Types Common Objects Report Types Computer Report Types Exchange Report Types Exchange Online Report Types File Storage Analysis Report Types Microsoft Teams Report Types NTFS Report Types OneDrive Report Types Registry Report Types SharePoint Online Report Types SQL Server Report Types

Configuring Global Settings (System Configuration)

Running and Scheduling Reports

Running Reports

Running Category Reports

Showing and Applying Category Report Parameters Change the Category Report View Navigating Within a Category Report

Running Regular Reports Running Reports or Exporting Reports to CSVand Other Formats from Different Containers Entering Parameter Values Searching for Parameter Values Importing Parameter Values Using Saved Parameters Searching for a Report Viewing Report Properties Previewing a Report Exporting a Report to Other Formats

Configuring a Default Email Server Scheduling Reports

Creating a Schedule

Delivering Scheduled Reports by Email

Types of Schedules

Run Your Schedule Once Run Your Schedule on a Daily Interval Run Your Schedule on Specified Days of the Week Run Your Schedule on a Specified Day of the Month Run Your Schedule Yearly

Working with Schedules

Adding Reports to a Schedule Editing Report Output Options on a Schedule Removing Reports from a Schedule Deleting a Schedule Running a Schedule Disabling or Enabling a Schedule Viewing Schedule History Transferring Ownership of Schedules

Troubleshooting Scheduling Issues

Using the Credential Manager

Changing passwords using the Credential Manager Changing account names using the Credential Manager

Organizing Reports

Working with Report Categories Moving Reports Copying Reports Deleting Reports

Creating and Editing Reports

Editing Reports

Using My Reports Changing the report icon Modifying the Fields to be Included

Performing Calculations Within a Report Indicating Data Age on a Report

Working with Report Parameters

What is a Parameter? Types of Parameters Parameter Operators Custom Query Data Types Working with Parameters

Changing the Layout Report Modification Example

Creating New Reports

Creating Report Layouts Setting CSV File Export Options Exporting and Importing Report Definitions

Report Designer Tips and Tricks

Report Bands Binding a Data Field to a Control Adding a Parameter Field to a Report Layout Adding a New Grouping to a Report Layout Adding a New Column to a Table Formatting Rules: Hiding or Showing a Field Based on Data Values Creating a Calculated Field Creating a Script to Run with a Report

Publishing Reports Integrating with SSRS

Configuring SSRS Publishing Reports to SSRS

Troubleshooting Issues with Enterprise Reporter

Troubleshooting connectivity issues

Restoring a connection to the Enterprise Reporter Server Restoring a connection to the Enterprise Reporter database

Troubleshooting Connection Timeouts Troubleshooting credential change failures Auditing Report Manager Activity Exporting Logs from the Report Manager Resolving Issues in the Report Manager

What To Do if the Data in Your Report is Not What You Expect Other Issues Viewing information about your Enterprise Reporter configuration

Troubleshooting Issues with SSRS

Appendix: PowerShell cmdlets

What is Microsoft Windows PowerShell? What are cmdlets? Registering Enterprise Reporter cmdlets Adding the snap-ins automatically to new sessions Enterprise Reporter cmdlets Enabling Enterprise Reporter cmdlets Loading the Enterprise Reporter cmdlets Using cmdlets to manage credentials

Adding a credential Getting a credential Resetting a credential

Using cmdlets to manage clusters and nodes

Creating a cluster Creating a node Disabling a node Enabling a node Finding a node by name Piping cmdlets Finding a cluster by name Disabling a cluster Enabling a cluster

Using cmdlets to manage discoveries

Getting job information Creating a job Running a job Scheduling a job Deleting a job

Using cmdlets to run reports

Connecting to the server Getting report information Exporting a report definition Importing a report definition to a category Generating a report with data

Appendix: Log Viewer

Starting the Enterprise Reporter Log Viewer Finding and opening log files Viewing and searching log file entries Filtering log file entries

Enabling Enterprise Reporter cmdlets

Before you can use any of the Enterprise Reporter cmdlets, you might need to configure the older systems (before Windows 2012 R2) on which you will be running the cmdlets.

To enable the Enterprise Reporter cmdlets

•

Within the folder C:\Windows\System32\WindowsPowerShell\v1.0, create a new file called powershell.exe.config that contains the following lines:

<?xml version="1.0"?>

<configuration>

<startup useLegacyV2RuntimeActivationPolicy="true">

<supportedRuntime version="v4.0" />

<supportedRuntime version="v2.0.50727"/>

</configuration>

Loading the Enterprise Reporter cmdlets

You can create a profile file that displays the list of Quest™ Enterprise Reporter cmdlets each time you open Windows Powershell.

To create a profile to display the list of Enterprise Reporter cmdlets

1

On the system where Enterprise Reporter is installed, open Windows PowerShell.

2

Enter this command to set the registry value so you can run scripts:

Set-Executionpolicy RemoteSigned

3

Enter this command to create a Windows PowerShell profile file:

New-Item -path $profile -type file –force

4

Enter this command to open the profile file in Notepad:

notepad $profile

5

Add the following commands to load the Enterprise Reporter snapins, connect to the server, and display the list of cmdlets:

add-pssnapin Quest.Reporter.Configuration

add-pssnapin Quest.Reporter.Reporting

Connect-ERConfigurationServer localhost

Connect-ERReportingServer localhost

get-command -Module quest*

6

Save the profile and exit Notepad.

7

Exit Windows PowerShell, and then open it.

The snapins load and a list of commands display.

Using cmdlets to manage credentials

Using cmdlets to manage credentials

The examples in this section deal with the basic of using Enterprise Reporter system credentials. This section contains the following examples:

•

Adding a credential (Add-ERSystemCredential)

•

Getting a credential (Get-ERSystemCredential)

•

Resetting a credential (Set-ERSystemCredential)

Adding a credential

Credentials are used in different places in Enterprise Reporter. For example, nodes and report schedules both use credentials. This cmdlet adds specified system credential to the 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.

Add-ERSystemCredential [-Credential] <PSCredential> [-InformationAction <ActionPreference>] [-InformationVariable <String>] [<CommonParameters>]

In this example, a new account and associated credential is added.

$secpasswd = ConvertTo-SecureString 'pA$$w0d' -AsPlainText –Force
$credentials = New-Object System.Management.Automation.PSCredential ('AMER\Administrator', $secpasswd)
Set-ERSystemCredential $credentials

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