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Enterprise Reporter 3.5 - 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 Overview of Enterprise Reporter communications and required credentials Installing Enterprise Reporter Step-By-Step Walkthroughs

Setup Enterprise Reporter Azure Applications for Office 365 Discoveries

To collect from your Office 365 tenant you must configure Enterprise Reporter Tenant applications using the Tenant Application Manager.

To setup Enterprise Reporter Azure Applications for Office 365 Discoveries
1
On the Configuration page of the Configuration Manager, select Manage tenant applications.
2
Click Add, enter the name of your Office 365 tenant and click OK.
3
In the Tenant Application Manager, your tenant will display with four applications created – Quest Enterprise Reporter Azure Discovery v2, Quest Enterprise Reporter Azure Resource Discovery, Quest Enterprise Reporter Microsoft Teams Discovery, SharePoint Online and Quest Enterprise Reporter OneDrive Discovery.
4
To configure each application, click the Configure link in the Application Status column.
5
Enter credentials for a global administrator account on the tenant and consent to the application permissions.
6
Ensure you configure each application. Once configured, the Configure link will change to Reconfigure.
7
Click Close.

Create a Discovery to Define the Data Collection

In a previous scenario, you have already configured a cluster and now have set up your Enterprise Reporter Tenant applications. You now need to set up discoveries for Azure Active Directory, Exchange Online, Microsoft Teams, SharePoint Online, and OneDrive. Discoveries define the targets from which data will be collected. Enterprise Reporter uses a “collect all” model. After you run a discovery you can run the reports that include the data that has been collected.

To create an Azure Active Directory discovery
1
On the Manage Discoveries page of the Configuration Manager, select New Discovery | Azure Active Directory.
2
On the Name page, enter Azure – [Tenant 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.
4
Select an account for the target tenant from the Credential Manager and click Next.
5
On the Scopes page, the target tenant will be displayed based on the account selected on the previous page. Since we previously configured your Enterprise Reporter Tenant application, no further configuration is required.
6
Select only the options necessary for the information you want to collect. Keep the following options: Users, Groups, Contacts, Roles, Devices, Applications, and Service Principals.
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 Exchange Online discovery
1
On the Manage Discoveries page of the Configuration Manager, select New Discovery | Exchange Online.
2
On the Name page, enter Exchange Online – [Tenant 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.
4
Select an account for the target tenant from the Credential Manager and click Next.
5
On the Scopes page, the target tenant will be displayed based on the account selected on the previous page. Since we previously configured your Enterprise Reporter Tenant applications, no further configuration is required.
6
Select only the options necessary for the information you want to collect. Keep the following options: Mailboxes, Public Folders, Mail-Enabled Users, Contacts, and Distribution Groups. Clear the option to Collect group members.
7
Click Next.
8
Since we want to run this discovery right away, no schedule is necessary and you can click Finish.
To create a Microsoft Teams discovery
1
On the Manage Discoveries page of the Configuration Manager, select New Discovery | MS Teams.
2
On the Name page, enter Microsoft Teams – [Tenant 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.
4
Select an account for the target tenant from the Credential Manager and click Next.
5
On the Scopes page, the target tenant will be displayed based on the account selected on the previous page. Since we previously configured your Enterprise Reporter Tenant applications, no further configuration is required.
6
Select only the options necessary for the information you want to collect. Keep the following options: Channels, Applications, and Files and Folders.
7
Click Next.
8
Since we want to run this discovery right away, no schedule is necessary and you can click Finish.
To create a SharePoint Online discovery
1
On the Manage Discoveries page of the Configuration Manager, select New Discovery | SharePoint Online.
2
On the Name page, enter SharePoint Online – [Tenant 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.
4
Select an account for the target tenant from the Credential Manager and click Next.
5
On the Scopes page, the target tenant will be displayed based on the account selected on the previous page. Since we previously configured your Enterprise Reporter Tenant applications, no further configuration is required.
6
Select only the options necessary for the information you want to collect. Keep the following option: Site Groups.
7
Click Next.
8
Since we want to run this discovery right away, no schedule is necessary and you can click Finish.
To create a OneDrive discovery
1
On the Manage Discoveries page of the Configuration Manager, select New Discovery | OneDrive.
2
On the Name page, enter OneDrive – [Tenant 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.
4
Select an account for the target tenant from the Credential Manager and click Next.
5
On the Scopes page, the target tenant will be displayed based on the account selected on the previous page. Since we previously configured your Enterprise Reporter Tenant applications, no further configuration is required.
6
We want to collect all drives to understand usage by user. Select the option to Collect all drives.
7
To shorten collection time, select only the options you want to collect. Select the following options: Folders and Files.
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 that 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 each discovery and click Run.
2
To view the progress of each discovery in the cluster queue, click View Queue.
3
To see task progress, click the Processing link in the Status column.

Run the Reports

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 Azure and Office 365 reports require that the tenant name is entered.

To produce the requested information, you must run three reports that are included in Enterprise Reporter.

The first report is found in the Office 365 report library:

•
Office 365 Overview – shows an overview of Office 365 including Exchange Online, OneDrive, Microsoft Teams, and SharePoint Online.

The other two reports are found in the Azure report library:

•
Azure Active Directory Summary– shows a summary of your Azure Active Directory
•
Azure Subscription Information – shows information on Azure subscriptions
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 | Office 365 and select your first report, Office 365 Overview.
4
In the Include the following tenants parameter, type the tenant name and click Add.
- OR -
In the Include the following tenants parameter, click Search, locate and add the tenant, 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.

Repeat this process for the other reports.

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