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KACE Systems Management Appliance 15.0 - Administration Guide

About the KACE Systems Management Appliance Getting started
Configuring the appliance
Requirements and specifications Power-on the appliance and log in to the Administrator Console Access the Command Line Console Tracking configuration changes Configuring System-level and Admin-level General Settings Configure appliance date and time settings Managing user notifications Enable Two-Factor Authentication for all users Verifying port settings, NTP service, and website access Configuring network and security settings Configuring session timeout settings Configuring locale settings Configuring the default theme Configure data sharing preferences About DIACAP compliance requirements Enable API Access for the appliance Disable API Access for the appliance Configuring Mobile Device Access Enable fast switching for organizations and linked appliances Linking Quest KACE appliances Configuring history settings Configuring Content Security Policy
Setting up and using labels to manage groups of items Configuring user accounts, LDAP authentication, and SSO Deploying the KACE Agent to managed devices Using Replication Shares Managing credentials Configuring assets
About the Asset Management component Using the Asset Management Dashboard About managing assets Adding and customizing Asset Types and maintaining asset information Managing Software assets Managing physical and logical assets Maintaining and using manual asset information Managing locations Managing contracts Managing licenses Managing purchase records
Setting up License Compliance Managing License Compliance Setting up Service Desk Configure the Cache Lifetime for Service Desk widgets Creating and managing organizations Importing and exporting appliance resources
Managing inventory
Using the Inventory Dashboard Work with Inventory Dashboard Using Device Discovery Managing device inventory
About managing devices Features available for each device management method About inventory information Tracking changes to inventory settings Managing inventory information Finding and managing devices Registering KACE Agent with the appliance Provisioning the KACE Agent Manually deploying the KACE Agent Using Agentless management Adding devices manually in the Administrator Console or by using the API Forcing inventory updates About Remote Control Managing MIA devices Obtaining Dell warranty information
Managing applications on the Software page Managing Software Catalog inventory
About the Software Catalog Viewing Software Catalog information Adding applications to the Software Catalog Managing License assets for Software Catalog applications Associate Managed Installations with Cataloged Software Using software metering Using Application Control Update or reinstall the Software Catalog
Managing process, startup program, and service inventory Writing custom inventory rules
Deploying packages to managed devices
Distributing software and using Wake-on-LAN Broadcasting alerts to managed devices Running scripts on managed devices Using Task Chains
Patching devices and maintaining security
Using the Security Dashboard About patch management Subscribing to and downloading patches Creating and managing patch schedules Managing patch inventory Managing Windows Feature Updates Managing Dell devices and updates Managing Linux package upgrades Manage quarantined file attachments
Using reports and scheduling notifications Monitoring devices
Getting started with monitoring Working with monitoring profiles Managing monitoring for devices Working with alerts
Using the Service Desk
Configuring Service Desk Using the Service Desk Dashboard Managing Service Desk tickets, processes, and reports
Overview of Service Desk ticket lifecycle Creating tickets from the Administrator Console and User Console Creating and managing tickets by email Viewing tickets and managing comments, work, and attachments Merging tickets Using the ticket escalation process Using Service Desk processes Using Ticket Rules Run Service Desk reports Archiving, restoring, and deleting tickets Managing ticket deletion
Managing Service Desk ticket queues About User Downloads and Knowledge Base articles Customizing Service Desk ticket settings Configuring SMTP email servers
Maintenance and troubleshooting
Maintaining the appliance Troubleshooting the appliance
Appendixes Glossary About us Legal notices

Create dashboard report using report wizard

Create dashboard report using report wizard

The Report wizard offers a guided interface to help users create customized, interactive report widgets. You can use the report wizard to identify the information you want to collect from the database without writing SQL queries.

1.
Go to the Reports list by doing one of the following:

Log in to the appliance System Administration Console, https://appliance_hostname/system, or select System from the drop-down list in the top-right corner of the page. Then click Reporting.

System-level reports include consolidated reports that aggregate information from all organizations, as well as standard reports for various appliance components.

If your appliance does not have the Organization component enabled, or if you want to access an organization-level report, log in to the appliance Administrator Console, https://appliance_hostname/admin. Or, if the Show organization menu in admin header option is enabled in the appliance General Settings, select an organization in the drop-down list in the top-right corner of the page next to the login information. Then click Reporting.

Organization-level reports include standard reports for various appliance components. If the Organization component is enabled on your appliance, these reports provide information specific to the selected organization.

The Reports list appears.
2.
Select Choose Action > New > Wizard to display the Step 1 of 7- Title and Topic page.

Option

Description

Title

The display name of the report, which appears on the report list. Make the title as descriptive as possible, so you can distinguish the report from others in the list.

Category

The category of the report. If the category does not already exist, it is added to the drop-down list on the Reports page.

Description

A description of the report.

Show Line Numbers

Display a column with line numbers on the report.

Topic

The topic of the report. This setting determines the fields that are available for the report.

Add Subtopic

Dashboard report only supports a single topic.

4.
Click Next to display the Step 2 of 7 - Fields to Display page.
6.
Click Next to display the Step 3 of 7 - Column Order page.
8.
Click Next to display the Step 4 of 7 - Sort and Breaks page.
Order By: Specify how the results are sorted. Report data is organized by the selection in the first field, and then by the second field, and then by the third field. The first sort field is populated with the first field selected to be displayed on the report output page.
Sequence: Specify whether to display the results in ascending or descending alphanumeric order.
Break Header: Choose whether to group results under a subheading using the name of the field selected in Order By.
10.
Click Next to display the Step 5 of 7 - Filters page.
11.
Optional: If you do not want to return the entire data set in your report, add filter criteria:
a.
Click Specify rules to filter the records.
A rule set, with Match all of the following appears. These rules are equivalent to and statements in Boolean logic. To appear in the report, items must match all of the rules in this section.
d.
Select filter criteria, then click Add at the right of the row.
e.
The first nested subset adds a Match any of the following set of rules. These rules are equivalent to or statements in Boolean logic. This enables you to nest or criteria under the top-level and criteria. To appear in the report, items must match the criteria in the Match all of the following rule set and at least one criterion in the Match any of the following rule set.
f.
Click Add next to the rule set.
12.
To apply aggregation functions to summarize key metrics, click Create Dashboard Widget to display the Step 6 of 7 - Aggregation page.
a.
In the Group By section, select one or more fields to define how the data should be grouped in the widget.

Here's an example Patch By Severity report,

Topic: Patch

Group By: Severity ( Critical, Important, Low, Moderate, Recommended )

Aggregation Function: Field= Severity; Function = Count.

For more information, refer the Pie Chart in the Configuring Chart Types for a Report

c.
In the Aggregate Function section, select a field to aggregate and choose an appropriate function, such as Summation, Average, Count, Minimum, or Maximum, to calculate key metrics. Aggregation helps in condensing large datasets into meaningful insights by applying these functions to grouped data.
e.
In the Post-Aggregate Sorting section, select the field to sort the results. Sorting is applied after the data has been grouped and aggregated.
g.
In the Limit Result section, type the number of rows you want to display in the Number of Rows field. This limits how many rows of data are shown in the dashboard report
13.
Click Next to display the Step 7of 7 - Configure Chart page. This step enables you to configure and preview your dashboard chart.
a.
From the Please select the chart type you want to use drop-down list, select the chart type. Depending upon the chart type you select, the relevant fields populate in the Label and Axis Settings section.
b.
In the Label and Axis Settings section, enter appropriate values to configure the populated key elements for the widget based on the chart type selection.

For more information, refer the Configuring Chart Types for a Report.

c.
In the Publish Settings section, configure how your dashboard is published, including visibility and access permissions. For more information, refer the Configuring Chart Types for a Report.
d.
In the Visualization Settings section, configure visual details like legend placement, chart subtitles, fill settings. For more information, refer the Configuring Chart Types for a Report.
14.
Click Preview Chart to view how the chart will appear using the selected configuration.
15.
Click Finish.
The Reports page appears with the new report listed. The View By list, which appears above the table on the right, is automatically set to the category of the new report.
16.

Create reports using SQL queries

Create reports using SQL queries

You can create reports by entering SQL queries on the report form.

If you do not know the SQL queries to use, consider using the report wizard. See Create reports using the report wizard.

1.
Go to the Reports list by doing one of the following:

Log in to the appliance System Administration Console, https://appliance_hostname/system, or select System from the drop-down list in the top-right corner of the page. Then click Reporting.

System-level reports include consolidated reports that aggregate information from all organizations, as well as standard reports for various appliance components.

If your appliance does not have the Organization component enabled, or if you want to access an organization-level report, log in to the appliance Administrator Console, https://appliance_hostname/admin. Or, if the Show organization menu in admin header option is enabled in the appliance General Settings, select an organization in the drop-down list in the top-right corner of the page next to the login information. Then click Reporting.

Organization-level reports include standard reports for various appliance components. If the Organization component is enabled on your appliance, these reports provide information specific to the selected organization.

The Reports list appears.
2.
Select Choose Action > New >SQL to display the Report Detail page.

Option

Description

Title

The display name of the report, which appears on the report list. Make the title as descriptive as possible, so you can distinguish the report from others in the list.

Description

A description of the report.

Category

The category of the report. If the category does not already exist, it is added to the drop-down list on the Reports page.

Break on Columns

A comma-separated list of SQL column names. The report generates break headers and subtotals for these columns.

Show Line Numbers

Display a column with line numbers on the report.

SQL

The query statement that generates the report data. For more information, go to the MySQL documentation at http://dev.mysql.com/doc/refman/5.0/en/.

When writing a report or query against the Service Desk HD_Ticket table, be aware that the User custom field stores the user ID from the USER table in the HD_TICKET table, which is the table that holds the ticket record. If you want to display the username instead of the user ID in the report, you need to JOIN on the USER table.

See Database table names.

Organization settings

These settings are available only at the System level on appliances with the Organization component enabled. Options include:

All Organizations: The SQL Select statement is modified to iterate across all organizations, and the report contains information for all organizations.
Aggregate results: The SQL Select statement is modified to combine the records of all organizations, and the report contains summary information for all organizations. Standard reports of this type are categorized as Consolidated Reports.
4.
Click Save.

Create dashboard report using SQL queries

Create dashboard report using SQL queries

You can create report widgets by directly entering SQL queries in the report form. This method is ideal for advanced users who prefer the flexibility of writing custom queries.

If you do not know the SQL queries to use, consider using the report wizard. See Create reports using the report wizard.

1.
Go to the Reports list by doing one of the following:

Log in to the appliance System Administration Console, https://appliance_hostname/system, or select System from the drop-down list in the top-right corner of the page. Then click Reporting.

System-level reports include consolidated reports that aggregate information from all organizations, as well as standard reports for various appliance components.

If your appliance does not have the Organization component enabled, or if you want to access an organization-level report, log in to the appliance Administrator Console, https://appliance_hostname/admin. Or, if the Show organization menu in admin header option is enabled in the appliance General Settings, select an organization in the drop-down list in the top-right corner of the page next to the login information. Then click Reporting.

Organization-level reports include standard reports for various appliance components. If the Organization component is enabled on your appliance, these reports provide information specific to the selected organization.

The Reports list appears.
2.
Select Choose Action > New > SQL to display the Report Detail page.

Option

Description

Title

The display name of the report, which appears on the report list. Make the title as descriptive as possible, so you can distinguish the report from others in the list.

Description

A description of the report.

Category

The category of the report. If the category does not already exist, it is added to the drop-down list on the Reports page.

Break on Columns

A comma-separated list of SQL column names. The report generates break headers and subtotals for these columns.

Show Line Numbers

Display a column with line numbers on the report.

SQL

The query statement that generates the report data. For more information, go to the MySQL documentation at http://dev.mysql.com/doc/refman/5.0/en/.

When writing a report or query against the Service Desk HD_Ticket table, be aware that the User custom field stores the user ID from the USER table in the HD_TICKET table, which is the table that holds the ticket record. If you want to display the username instead of the user ID in the report, you need to JOIN on the USER table.

See Database table names.

Organization settings

These settings are available only at the System level on appliances with the Organization component enabled. Options include:

All Organizations: The SQL Select statement is modified to iterate across all organizations, and the report contains information for all organizations.
Aggregate results: The SQL Select statement is modified to combine the records of all organizations, and the report contains summary information for all organizations. Standard reports of this type are categorized as Consolidated Reports.

Would you like to use this report for Dashboard?

Select the option if you want to display the report on the dashboard.

Once you select this option, the following fields are displayed.

Please select the chart type you want to use

Select the type of chart you want to display. Based on the chart type you select here, the relevant fields populate in the Label and Axis Settings section.

Label and Axis Settings

This section allows you to define which report columns are used for chart elements such as axes, legends, and data point values across various chart types. Configure these settings to control how your data is organized and displayed. For more information, refer the Configuring Chart Types for a Report topic.

Visualization Settings

This section allows you to configure visual details like legend placement, chart subtitles, fill settings, etc.

Based on the chart type you select, the relevant fields populate in this section. For more information, refer the Configuring Chart Types for a Report topic.

Publish Settings

This section allows you to configure how your dashboard report is published, including visibility and access permissions.

For more information, refer the Configuring Chart Types for a Report topic.

4.
Click Preview Chart to view the chart before saving it. Or click Save.

Create reports from list pages

Create reports from list pages

You can create reports while viewing list pages, such as the Devices page.

1.
Go to a list page. For example, to go to the Devices page, do the following:
b.
On the left navigation bar, click Inventory, then click Devices.
2.
Select Choose Action > Create Report to display the Report Detail page.

Option

Description

Title

The display name of the report, which appears on the report list. Make the title as descriptive as possible, so you can distinguish the report from others in the list.

Description

A description of the report.

Category

The category of the report. If the category does not already exist, it is added to the drop-down list on the Reports page.

Break on Columns

A comma-separated list of SQL column names. The report generates break headers and subtotals for these columns.

Show Line Numbers

Display a column with line numbers on the report.

SQL

The query statement that generates the report data. For more information, go to the MySQL documentation at http://dev.mysql.com/doc/refman/5.0/en/.

When writing a report or query against the Service Desk HD_Ticket table, be aware that the User custom field stores the user ID from the USER table in the HD_TICKET table, which is the table that holds the ticket record. If you want to display the username instead of the user ID in the report, you need to JOIN on the USER table.

4.
Click Save.

The report appears on the Reports page.

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