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Enterprise Reporter 3.2.2 - 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 An Overview of Enterprise Reporter Communications and Credentials Required Installing Enterprise Reporter Step-By-Step Walkthroughs

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 run. 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. If you want to create a new Cluster, see To create your first cluster and node .

Create a Discovery 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 all users, groups, and group memberships for a particular domain, therefore you need to create an Active Directory® discovery. You will assign the discovery to the cluster you just created.

To create an Active Directory discovery
1
On the Manage Discoveries page of the Configuration Manager, select New Discovery | Active Directory.
2
On the name page, enter AD - [Domain 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 domain.
5
Browse to the domain for which you want to collect data, click Include, and click OK to close the Browse dialog box.
If you only wanted to know about a specific OU, you can drill into the domain and select it. The parent domain is automatically included, but only the OU will be collected.
6
To shorten collection time, you can select only the options you want to collect. Clear the following options: Computers, Domain Controllers, Permissions, Trusts, Sites, Deleted Objects, and Active Roles Virtual Attributes.
7
For the Users option and the Groups and Members option, select the main heading and clear all sub-options.
By carefully considering the data your reporting users require, you can ensure that collection time is minimized.
8
Click Next.
9
Since we want to run this discovery right away, no schedule is necessary and you can click Finish.

Run the Discovery 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 a discovery
1
On the Manage Discoveries page, select the discovery AD - [Domain Name].
2
Click Run.
3
To view the progress of the discovery, click the Processing link in the Next Run column.
When the 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 and Export Them to Excel

Once data 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 three reports that are included in Enterprise Reporter:

•
Domain Groups — shows all the groups in the domain.
•
Domain Groups and Members — shows the members of all groups in the selected domain.
•
Domain Users — shows all the users in the domain

Once you have run a report, you can export it to the Excel format.

To run each report
1
Open the Report Manager by selecting Start | Quest | Report Manager.
2
In the connection dialog box, enter the name of the computer where the server is hosted and click Connect.
3
On the Report tab, expand Report Library | Active Directory and select your first report, for example Domain Groups.
4
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.
5
Click Run Report.
The report appears in a new window. Depending on the amount of data, it may take a few minutes to generate.
6
On the tool bar, click the Export Document drop-down arrow, and choose XLS (older versions of Excel or XLSX (Excel 2007 and later).
7
In the Export Options dialog box, click OK.
8
In the Save As dialog box, select a location for the report, and change the name if desired.
9
Click Save.
10
Click Yes to view the report in Excel.
You can now use the spreadsheet as needed to perform pre- and post-migration analysis.

You can repeat this process for the other two reports. Once you have completed the migration, you can create a new discovery to run against the new domain, and ensure that the migration was successful.

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