Quest Knowledge Portal 2.11 - User Guide

Introduction to Knowledge Portal

What is Quest Knowledge Portal?

Quest Knowledge Portal is a reporting solution based on Microsoft SQL Server Reporting Services, extending its functionality to provide easy report management and delivery. All together improving and expanding SQL Server Reporting Services (SSRS) functionality and usability, the Knowledge Portal enables you to:

• View the reports on data collected by Quest products
• Facilitate data source management
• Subscribe to the reports
• Search through the report names and descriptions for the ones you need
• Create custom reports using Report Builder and predefined report models
• Organize the structure of the folders that reports are stored in
• Easily apply the necessary properties (settings) to reports and folders
• Modify report presentation on the fly (sorting order, fields visibility)
• Control which report-viewing users have access to which reports

Starting Knowledge Portal

To install and configure the Knowledge Portal and Report Packs, follow the instructions provided in the Installation Guide.

After installation you can open the Knowledge Portal home page by clicking Start | Programs | Quest | Knowledge Portal.

Also, you can connect to the Knowledge Portal by typing its URL in the Internet Explorer address bar in one of the following formats:

• http://<report_server_name>/<QKP_virtual_folder>
• https://<report_server_name>/<QKP_virtual_folder>

For example:

http://myreportserver/QuestKnowledgePortal

When supplying the URL, you can enter the path to Knowledge Portal's sub-entity (for example, Enterprise Reporter) you want to be displayed as the root node of the treeview. For that, use the following format when entering the URL:

http://<report_server_name>/<QKP_virtual_folder>/?path=<path_to_QKP_sub-entity>

For example:

http://myreportserver/QuestKnowledgePortal/?path=/QKP/Reporter

The Knowledge Portal main page is displayed; for example, to work with Enterprise Reporter reports, select Enterprise Reporter in the tree on the left, and browse for the report you need. To work with the data sources, click the corresponding tab.

Working with Knowledge Portal

• Working with Data Sources
• Managing Access to Reports
• Viewing Reports
• Searching for Reports
• Managing Report Properties
• Scheduling Reports
• Customizing Report View
• Organizing Reports

Working with Data Sources

In the reporting solutions based on Reporting Services, data sources are databases that store the information used in reports. The Knowledge Portal uses the concept of shared data sources defined by Microsoft SQL Server Reporting Services. For more information about shared data sources, see Microsoft SQL Server Reporting Services documentation (for example, Shared Data Sources and Report-Specific Data Sources MSDN article).

During the Report Pack setup process, predefined data sources are configured so that they point to corresponding databases (for example, the InTrust audit data source is associated with an InTrust audit database.

If the data sources were not configured during the Report Pack setup, you should do it manually before you start generating reports. Sample procedure described below helps you associate predefined data source with your product database. You can take similar steps to associate other data sources with the product databases.

To associate a data source with a database

1. Click Data Sources in the left pane and select the desired data source.
2. In the right pane, select Modify Data Source from the Manage Data Source menu to start the wizard.
3. On the Specify Data Source Name step, click Next.
4. On the Select Authentication Mode step of the wizard, specify the SQL Server where the product database resides, and select authentication method to be used for database access. Supply access credentials if required.

5. On the Select Database step, select the database you want to be associated with the data source.
6. On the Select Products step, select the product that collects data to this database.
7. Finish the wizard.

Creating or Modifying a Data Source

If you need, you can create an additional data source, or modify an existing one. For example, to associate the Enterprise Reporter data source with a different database, you have to modify this data source.

To create or modify a data source

1. Click the Data Sources tab in the left pane.
2. To create a new data source, in the right pane select New Data Source. To modify an existing data source, select it in the tree, and in the right pane, select Modify Data Source from the Manage Data Source menu.
3. Follow the steps of the wizard, specifying the data source properties. Note that data source name cannot be changed using the wizard; to rename a data source, use the procedure described below.