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Enterprise Reporter 3.2.2 - Report Manager User Guide

Quest Enterprise Reporter Report Manager Introducing the Report Manager Running and Scheduling Reports Creating and Editing Reports Troubleshooting Issues with Enterprise Reporter

Changing Account Names Using the Credential Manager

Changing Account Names Using the
Credential Manager

In general, if you want to change an account name, it is recommended that you create a new credential, and delete the old one. However, in the case where you want to replace the credentials in use in a number of places in Enterprise Reporter, the Credential Manager enables you to make a single change and have it be applied across your deployment. For example, if you are provided a new service credential to replace a credential used for a dozen nodes in your environment, you can change the account name on the credential.

If you modify credentials that are used by a discovery node, the node service must be restarted before the changes take effect. Enterprise Reporter will attempt to restart the node; however, if the restart fails, you may need to manually start the service on the computer hosting the node. If there are jobs currently running on the node, they will be canceled. To prevent this, either change the credentials during a down time, or cancel the discoveries yourself and restart them once the change takes effect.

To change the account
1
On the System | Configuration page, click Manage credentials.
It is recommended that you make these changes while no discoveries are running or waiting to be run before changing the account
2
Select the account, and click Edit.
3
Modify the account and click OK.
A progress dialog box appears.
 
* 
NOTE: The Credential Manager displays a Last Authenticated On date, which indicates when the credential was authenticated through the Microsoft authentication process as a multi-factor authenticated credential. If there is no date, then the credential was not authenticated.
4
Verify that your changes were processed. If any errors occur, you will need to troubleshoot the issue and manually make any changes.
When changing the password on an Office 365 Azure account, any Enterprise Reporter tenant applications using that account must also be reconfigured. For more information, see To reconfigure application for a tenant .
 
To change the multi-factor authenticated account
1
On the System | Configuration page, click Manage credentials.
It is recommended that you make these changes while no discoveries are running or waiting to be run before changing the account.
2
Select the account and click Edit.
3
Modify the account.
4
Click Authenticate.
5
On the Microsoft Azure authentication screen, if the account has multi-factor authentication enabled, type the account name and password.
 
* 
NOTE: When entering credentials in the Configuration Manager, verify that no other users have used the same credential and that the account you are adding is unique.
6
Click Sign In.
7
Enter the verification code sent to the account.
8
Click Verify.
The Credential Manager authenticates the account for discovery usage and changes the account information on any applicable discoveries.
A progress dialog box appears.
 
* 
NOTE: The Credential Manager displays a Last Authenticated On date, which indicates when the credential was authenticated through the Microsoft authentication process as a multi-factor authenticated credential. If there is no date, then the credential was not authenticated.
9
Verify that your changes were processed. If any errors occur, you will need to troubleshoot the issue and manually make any changes.
When changing the password on an Office 365 Azure account, any Enterprise Reporter tenant applications using that account must also be reconfigured. For more information, see To reconfigure application for a tenant .
 

Organizing Reports

My Reports can be organized by creating report categories, and if you are a reporting administrator, you can organize Published Reports. You can then copy reports between containers and categories, or move reports within containers.

See also:

•
Working with Report Categories
•
Moving Reports
•
Copying Reports
•
Deleting Reports

Working with Report Categories

You can use categories to group reports together. You can also move and copy categories the same way you do reports.

To create a new category
1
Select the My Reports container.
You can also create subcategories by clicking on a category within My Reports.
For more information, see Using My Reports.
2
Click Create and select Category.
3
Type a name and click OK.
* 
NOTE: To rename a category, right-click the category and select Rename Category.
To delete a category
1
Select the category to be deleted.
2
Click Delete.
3
If a warning is displayed indicating that the category contains sub-categories or reports, click OK to accept the warning.
For more information on deleting reports, see Deleting Reports .

Moving Reports

You can move reports from one category to another within a container.

* 
NOTE: You cannot move reports between containers; you must copy them. For example, if you would like a report from the Published Reports to appear in My Reports, you have to copy it. Dragging between containers automatically copies a report. For more information, see Copying Reports .
To move a report
1
If necessary, expand the container treeview so the destination category is visible.
2
In the treeview, select the report to move.
3
Drag the report into another category.
- OR -
Right-click the report and click Cut, then right-click the desired destination, and click Paste.
* 
NOTE: You can also move categories within a container by selecting a category in step 2. When you move a category, all reports in the category are also moved.
* 
NOTE: You cannot move reports to the Report Library from other containers.
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