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Enterprise Reporter 3.5.1 - Installation and Deployment Guide

Table of Contents

Product Overview

Introducing Quest® Enterprise Reporter Key Features of Enterprise Reporter Enterprise Reporter Components

Enterprise Reporter Architecture

Installation Considerations for Enterprise Reporter

Before You Install Enterprise Reporter Enterprise Reporter server and database considerations

Failover recovery using SQL clusters

System Requirements Overview of Enterprise Reporter communications and required credentials

Node credential and alternate credential details for on-premises discoveries Detailed permissions for Enterprise Reporter discoveries Permissions for Enterprise Reporter discoveries on NAS devices Permissions for Enterprise Reporter tenant applications Minimum permissions for installing Enterprise Reporter Minimum permissions for installing Enterprise Reporter Port Requirements

Database Requirements

Configuring the Database and Security Groups

Installing and Configuring Enterprise Reporter

Installing Enterprise Reporter

Installing the Components

Installing and Configuring Individual Components

Installing and Configuring the Configuration Manager Installing and Configuring the Report Manager Installing and Configuring the Database Wizard Installing and Configuring the Log Viewer Installing and Configuring the Encryption Key Manager Creating a Database Prior to Enterprise Reporter Server Installation Installing and Configuring SSRS Installing and Configuring IT Security Search

Upgrading Enterprise Reporter

Preparing to Upgrade Enterprise Reporter Upgrading Enterprise Reporter Components Upgrading Enterprise Reporter Nodes Upgrading Manually-Configured Enterprise Reporter Nodes After Upgrading Enterprise Reporter

Licensing Enterprise Reporter

Activating or Updating Your License

Security Groups in Enterprise Reporter Role-Based Security in Enterprise Reporter Managing Your Database Using the Database Wizard

Using the Database Wizard to Create or Connect a Database Upgrading a Database Deleting a Database Changing the Security Mode Changing the Connection to the Enterprise Reporter Database Performing Database Maintenance

Managing Your Enterprise Reporter Deployment

Optimizing Enterprise Reporter Enterprise Reporter server and database considerations

Failover recovery using SQL clusters

Cluster Deployment Considerations

Consider the Data to Collect Before Deploying Nodes Fine Tune Each Cluster and Node Optimize Node Setup Plan Credential Use

Logged-In User Details Understanding Credentials Using Scenarios

Effectively Deploy Remote Nodes

Deploying a Node to a Trusted Domain

Optimize Data Transfer

Discovery Considerations

Divide Discovery Targets According to Cluster Structure Collect Only the Data Needed Plan Discovery and Reporting Schedules Optimize Nested Group Membership Collection Optimize Nested Group Membership Collection for Azure and Microsoft 365 Discoveries

Discovery Permission Requirements

Detailed permissions for Enterprise Reporter discoveries Permissions for Enterprise Reporter discoveries on NAS devices Permissions for Enterprise Reporter tenant applications IDG Managing Your Deployment.4.25.html

Troubleshooting Issues with Enterprise Reporter

Troubleshooting Installation Issues

Connecting to a SQL Server Issues with Multi-Domain Controller Environments

Problems Opening the Consoles Database Configuration Issues Troubleshooting connectivity issues

Restoring a connection to the Enterprise Reporter Server Restoring a connection to the Enterprise Reporter database Troubleshooting Connection Timeouts

Troubleshooting credential change failures Resolving Issues in the Configuration Manager

Node Deployment Issues Dealing with unassociated nodes Problems deleting a node Creating a Node Debug Log File

Data Collection Issues

Troubleshooting features in Enterprise Reporter

Exporting logs from the Configuration Manager Viewing information about your Enterprise Reporter configuration Viewing errors and statistics for tasks

Moving the Enterprise Reporter database Disaster Recovery

Backing up Enterprise Reporter Deploying Enterprise Reporter to another computer after a disaster Checking the Enterprise Reporter configuration after recovery

Appendix: Database Content Wizard

Software Requirements Starting and Configuring the Enterprise Reporter Database Content Wizard Transferring an Enterprise Reporter Database Backing Up an Enterprise Reporter Database Restoring an Enterprise Reporter Database Cleaning an Enterprise Reporter Database Merging Two Enterprise Reporter Databases Running Custom Enterprise Reporter Scripts PowerShell cmdlets

Requirements Database Content Wizard cmdlets Loading the Database Content Wizard cmdlet Backing Up An Enterprise Reporter Database Cleaning an Enterprise Reporter Database Merging Two Enterprise Reporter Databases Restoring an Enterprise Reporter Database Transferring an Enterprise Reporter Database

Appendix: Encryption Key Manager

Starting the Encryption Key Manager Generating a key file Importing a key file Exporting a key file Resetting credentials

Appendix: Log Viewer

Starting the Enterprise Reporter Log Viewer Finding and opening log files Viewing and searching log file entries Filtering log file entries

Upgrading Manually-Configured Enterprise Reporter Nodes

Nodes that were configured manually must have credentials updated manually before they can be upgraded.

To upgrade Enterprise Reporter manually-configured nodes

1

Open the Configuration Manager.

2

To display the nodes, select Manage Discovery Clusters and click the Discovery Nodes tab.

Nodes that require manual entry of credentials before upgrade will display the message ’Manually configured’ in the Service Account column and display ’Incompatible Version’ in the Status column.

3

Select the manually-configured node you want to upgrade and click the Node Properties icon.

4

To open the Credentials Manager, click the ellipsis.

5

To accept the updated credentials, click OK.

6

Select this node and click the Upgrade Node icon.

The status of the node will change to Upgrading.

After Upgrading Enterprise Reporter

After upgrading Enterprise Reporter, open the Configuration Manager to see an overview of What’s New and any new discovery configuration features that may need to be updated manually. Validate your current cluster, node, and discovery configurations.

Licensing Enterprise Reporter

You need either a trial or full license to use Enterprise Reporter. You must have a valid license to use the Configuration Manager; no license is required for the Report Manager. If you have questions about your license, contact your sales representative.

Topics:

•

Activating or Updating Your License

Table 20. Enterprise Reporter Licenses

Enterprise Reporter License

Discovery Types Available with License

Report Libraries Available with License

Enterprise Reporter for Windows Servers

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Microsoft 365 | OneDrive

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Azure | Resources

Enterprise Reporter for Active Directory

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Active Directory

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Azure Active Directory

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Active Directory

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Enterprise Reporter for SQL Server

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Microsoft SQL Server

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Enterprise Reporter for File Storage Analysis

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File Storage Analysis

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File Storage Analysis

Enterprise Reporter for Exchange

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Exchange Online

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Microsoft 365 | Exchange Online

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Enterprise Reporter for Microsoft 365

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Azure Active Directory

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Exchange Online

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Microsoft Teams

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SharePoint Online

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Microsoft 365 | Exchange Online

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Microsoft 365 | OneDrive

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Microsoft 365 | Microsoft Teams

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Microsoft 365 | SharePoint Online

Enterprise Reporter Suite

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Active Directory

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Azure Active Directory

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•

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File Storage Analysis

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Exchange Online

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Microsoft Teams

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SharePoint Online

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•

•

•

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Active Directory

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•

•

•

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File Storage Analysis

•

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Microsoft SQL Server

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Microsoft 365 | Exchange Online

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Microsoft 365 | Microsoft Teams

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Microsoft 365 | OneDrive

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Microsoft 365 | SharePoint Online

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Security Explorer Remediation

Activating or Updating Your License

Activate or update your license in the Configuration Manager on the System | Information page.

To activate your license

1

Install and open the Configuration Manager.

2

Connect to your Enterprise Reporter server.

If no license has been installed, the licensing dialog box appears.

3

Click Update License and navigate to your license file.

4

Click Open.

5

In the licensing dialog box, click OK.

To view or update your license

1

Open the Configuration Manager.

2

Select System | Information and click View licensing information.

Click the Information icon on the right-hand side of the Quest header and select the Licenses tab.

3

To view the license details of a feature, select a feature and click Details, then click OK to close the license details window.

4

Optionally, to update the license of a feature, select the feature, click Update License, locate the license file, select it, and click Open.

5

Click OK to close the About Quest Enterprise Reporter dialog box.

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