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Enterprise Reporter 3.5.1 - Quick Start Guide

Introducing Quest® Enterprise Reporter Key Features of Enterprise Reporter Enterprise Reporter Components System Requirements Overview of Enterprise Reporter communications and required credentials Installing Enterprise Reporter Step-By-Step Walkthroughs

Scheduling the Report

When you are scheduling a report with time-sensitive information in it, you must make sure the discovery has time to finish collecting all of its data before you run the report. For small, simple discoveries, this should be easy to predict, but for large discoveries, or discoveries that are slowed down by network issues, such as nodes placed far from their targets or connectivity problems, it may take a few runs to learn how long it will take.

For details about the steps to take to schedule a report, see Scheduling Report Delivery to Recipients .

To copy the report so you can schedule it
1
On the Report tab of the Report Manager, expand Report Library | Change History and drag the Computer Change History report to My Reports.
2
On the Schedule tab, click +New Schedule, and enter Service Changes as the schedule name.
3
Create a weekly schedule for a time after the discovery will complete.
4
Launch the Credential Manager, and add an account that has read access to the database.
5
In the Delivery section, choose a network share where the reports will be delivered.
Ensure the credentials provided in the previous step have write access to this share.
6
In the From field, type the email address of the sender.
This assumes that the mail server delivery was set up as described in Scheduling Report Delivery to Recipients .
7
In the To field, type the email addresses of the recipients, separated by a comma or semicolon.
8
Click OK.
The schedule card is created.
To add the report
1
On the Service Changes schedule card, click +Add a report to this schedule.
2
Select Computer Change History, and click OK.
3
Click the Modify Report Parameters icon for the Computer Change History report.
4
In the Report Parameters pane, complete the Parameter Set Name: by typing Changed services on [computer names] to identify the parameter values you will use.
5
In the Include the following domains parameter, type the domain name, and click Add.
You also can click Search, locate and add the domain, and click OK.
6
In the Include the following computers parameter, click Search, and add the computers you targeted.
If you want to add all computers in the selected domains, you can use the * wildcard, and click Add instead of searching for specific computers.
7
In the Include the following changes parameter, click Search and add Services.
8
In the Include changes in the following date range: parameter, set dates to limit the number of changes included.
9
Click Save.

Your report will now run automatically, reporting on the data from your scheduled discovery.

File Storage Consolidation

Before you migrate computers to a new environment, you should assess their file storage. Using reports generated by Enterprise Reporter, you can ensure that only the required data is moved.

Scenario

You have received a request to get ready for storage migration and consolidation by identifying (and excluding from migration) files that are duplicate, unused, orphaned or that violate storage usage policy.

You will need to take the following steps:

1
Configure a Cluster to Perform the Data Discovery
2
Create Discoveries to Define the Data Collection
3
Run the Discoveries to Collect the Data
4
Run the Reports You Need

Configure a Cluster to Perform the Data Discovery

Configure a Cluster to Perform the 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.

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.
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