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Enterprise Reporter 3.5 - Quick Start Guide

Introducing Quest® Enterprise Reporter Key Features of Enterprise Reporter Enterprise Reporter Components For information on installation, see Installing Enterprise Reporter . System Requirements Overview of Enterprise Reporter communications and required credentials Installing Enterprise Reporter Step-By-Step Walkthroughs

Create Discoveries to Define the Data Collection

Once you have configured a cluster, you can begin setting up discoveries. Discoveries define the targets from which you will be collecting data. Enterprise Reporter uses a "collect all" model. After you run a discovery, you can run reports that include the data you have collected.

In this scenario, you need to collect information about the files and folders stored on particular servers and then analyze it. Since there is information you will need at the server level, the folder level, and the file level, and then you will analyze it, you need to create multiple discoveries targeting the same computers to collect each type of information.

•
File Storage Analysis discovery to assess the file storage information
•
Computer discovery to collect server information
•
NTFS discovery to collect file and folder information
To create a File Storage Analysis discovery
1
On the Manage Discoveries page of the Configuration Manager, select New Discovery | File Storage Analysis.
2
To name the discovery, enter File Storage Analysis - [Server Name] so you can identify the discovery easily once you have a list of discoveries.
3
Since you only have one cluster, it is automatically selected, and you can click Next.
4
On the Scopes page, click Add to choose the computer to analyze.
5
Browse to the computer for which you want to collect data, click Include, and click OK to close the Browse dialog box.
If you want to include additional computers, navigate to each one and include it.
6
To populate reports with the applicable information to analyze, select the following collection options: Files, Folders Shares, Owners.
7
Click Next.
8
Since we want to run this discovery right away, no schedule is necessary and you can click Next then Finish.
To create a Computer discovery
1
On the Manage Discoveries page of the Configuration Manager, select New Discovery | Computer.
2
To name the discovery, enter Computer - [Server Name] so you can identify the discovery easily once you have a list of discoveries.
3
Since you only have one cluster, it is automatically selected, and you can click Next.
4
On the Scopes page, click Add to choose your computer.
5
Browse to the same computers as the File Storage Analysis Discovery (since you want to collect information from the same computers), click Include, and click OK to close the Browse dialog box.
If you included additional computers in the File Storage Analysis discovery, navigate to each one and include it in this discovery as well.
6
To populate reports with the applicable information to analyze, select the following collection options: Shares, Volumes, and Accounts.
7
Click Next.
8
Since we want to run this discovery right away, no schedule is necessary and you can click Finish.
To create an NTFS discovery
1
On the Manage Discoveries page of the Configuration Manager, select New Discovery | NTFS.
2
On the name page, enter NTFS - [Server Name] so you can identify the discovery easily once you have a list of discoveries.
3
Since you only have one cluster, it is automatically selected, and you can click Next.
4
On the Scopes page, click Add to choose your computer.
5
Browse to the same computers as the File Storage Analysis Discovery (since you want to collect information from the same computers), click Include, and click OK to close the Browse dialog box.
If you included additional computers in the File Storage Analysis discovery, navigate to each one and include it in this discovery as well.
To populate reports with the applicable information to analyze, select only the following options:
•
For all computers resolved in the discovery, collect: Collect all available public shares
•
Folder Options: All folder levels
6
Click Next.
7
Optionally, you could narrow the discovery by selecting specific files; however, we will collect all files for this scenario.
8
Click Next.
9
Since we want to run this discovery right away, no schedule is necessary and you can click Next then Finish.

Run the Discoveries to Collect the Data

You can schedule discoveries or run them on demand. In this case, we want to collect this data right away. Each discovery is broken down into tasks, which are assigned to the node for processing. If you have more than one node, Enterprise Reporter uses load balancing to ensure the most efficient processing. You can track the progress of your discovery.

To run the discoveries
1
On the Manage Discoveries page, select the discovery File Storage Analysis - [Server Name].
2
Click Run.
3
Repeat steps 1 and 2 for each of the other discoveries.
4
To view the progress of a discovery, click the Processing link in the Next Run column.
When a discovery is complete, the status in the Last Run Status column will change. If there were any errors during collection, click the status to view the details of the last run.

Run the Reports You Need

Once the discovery information is collected, you can run reports against it. When you run a report, it returns data based on the most recent data collected by the discoveries, the selected fields, and any parameter values you enter. Some reports may have required parameters; in this case, the report will not run unless you enter valid parameter values.

To produce the requested information, you must run a File Storage Analysis report in Enterprise Reporter. The Files and Folders report contains the following sections:

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Storage Cleanup Summary - space recommended for cleanup on all servers
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Duplicate Files - space wasted by duplicate files on the servers
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Against Policy File Category - space used by against policy files on the servers (includes wasted space and media files)
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Orphaned Files- space used by files for which the owner is unknown
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Old Data - spaced used by files which have not been accessed in over a year

You can drill down from this report to more detailed reports for each specific section within this report. The following example illustrates this process starting with the Against Policy File Category.

To drill down from this report to more detailed reports
1
On the Storage Cleanup report, scroll to the Against Policy File Category.
2
Click any server name and the FSA - Files by Category report is displayed showing the number of files, size, and size on disk for the Against Policy category on that server.
3
Click the Against Policy category link and the FSA - File Category Details report is displayed showing the 10 file types that are using the most space.
4
Scroll down to the corresponding table and click on any file extension link (such as JPG) and the NTFS - File Information by Extension report is displayed showing all files with this extension on the selected computers.
5
Optionally, click the Next Report or Previous Report buttons in the toolbar to navigate between reports you have viewed.

You can repeat this process starting with the File Storage Analysis Files and Folders report. You can drill down through the various sections of the report to identify files that are duplicate, unused, orphaned or that violate storage usage policy.

Office 365 and Azure Reporting

If you are required to administer your Office 365 environments, including subscriptions and licenses, Enterprise Reporter can be of assistance by automatically gathering information and reporting on it.

Scenario

Each week you need a report that shows an overview of your Office 365 tenant. You are going to use three reports to monitor this: one report for an overview of Office 365, one report for tenant settings, and one report for Azure subscription information. You will automate the delivery of the weekly reports to ensure they are always received.

You will need to take the following steps:

1
Setup Enterprise Reporter Azure Applications for Office 365 Discoveries
2
Create a Discovery to Define the Data Collection
3
Run the Discovery to Collect the Data
4
Run the Reports
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