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MessageStats 7.8 - Report Pack for Lotus & IBM Notes User Guide

Table of Contents

About the Lotus and IBM Notes Report Pack

About the Lotus and IBM Notes Report Pack

How Do the Notes Report Packs Differ? Application Components Distributed Installation

Preparing for Installation

Supported Environments Minimum System Requirements Required Rights and Permissions

How Are the Permissions Used? MessageStats Reports Security Settings

Installing the Lotus and IBM Notes Report Pack

Configuring the Report Pack

Setting Up the Report Pack for Lotus and IBM Notes Introducing the MessageStats Console The MessageStats Node The MessageStats Server Node The Database Management Node The Lotus and IBM Notes Node

Connecting to a Domino Domain

Changing the Directory Server for the Domain

Connecting to a Notes Migrator Database

MessageStats Reports Node Task Execution Servers Node

Available Options for Task Execution Servers

Available Options for Tasks Expanding Tasks in the Task Activity View

Cancelling Tasks Reviewing and Saving Task Activity Logs Status Icons

Database Management

About the MessageStats Database Managing your MessageStats Database Using Database Management

Configuring an Aging Task Database Maintenance Deleting Lotus and IBM Notes Object Data Clearing the MessageStats Database

Setting Task Default Properties

Configuring Task Default Properties

Specifying Lotus and IBM Notes Credentials Changing Task Credentials Changing the Schedule for a Task Enabling Task Logging Setting Task Retry Attempts

Creating Gathering Tasks

About Tasks About the Create Task Wizard

Selecting the Task Template Specifying Lotus and IBM Notes Credentials Selecting the Mailbox Content Data Specifying the Task Execution Server Scheduling the Task Enabling Task Logging Specifying Credentials for a Task

Editing Tasks Gathering Task Dependencies

Using the Reports Console

Introducing the Reports

Types of Reports Report Graphs

Using the Reports Console

File Menu Commands

Sending Reports by Email Exporting Reports Setting Filter Defaults

Browsing Reports

Using the Treeview Using the Listview Configuring Report Parts Viewing Report Information

Creating Custom Reports Creating Custom Graphs Editing Reports

Using the Edit Button

Using the Edit Button

Selecting Report Filters Using Quick Filters Using Save Report Settings Changing Grouping Options

Setting Security

Role-based Security

Configuring Report Subscriptions

Creating and Changing Report Subscriptions Scheduling the Subscription Service Sending the Subscription Selecting Reports for the Subscription Selecting a User Account Naming Subscriptions

Entering the Mail Server or Display Name

Lotus and IBM Notes Report Descriptions

Introducing the Lotus and IBM Notes Reports Applications Report Descriptions Content Analysis Report Descriptions Mailbox Report Descriptions Inventory Report Descriptions Notes Migration Status Report Descriptions Storage Report Descriptions

Report Filter Definitions

Types of Reports

MessageStats Reports hosts two types of reports: stock reports and custom reports.

Stock reports are delivered with the product. For information about stock reports, see Introducing the Lotus and IBM Notes Reports .

Subscriptions allow you to generate reports on a regular schedule. You can set up email notifications that either link to the reports or include attachments that contain actual report data. For information, see Configuring Report Subscriptions .

You can create custom reports using the Web Report Wizard. You can build your own reports based on existing data sources. You can select fields, filters, format, grouping, and sorting options. Custom reports can be edited, depending on your security permissions. For information about the Web Report Wizard, see Creating Custom Reports .

Report Graphs

MessageStats provides graphing capabilities with many of the available reports. Where graphs are available, the number of servers and the date periods you select result in the following graphing model:

Table 1. Types of graphs provided with reports.
Desired Content	Graph Parameters	Result
Information within one server.	1 server, 1 day	Pie graph
Comparison between two or more servers.	N servers, 1 day	Bar graph
Trends for one server over two or more days.	1 server, N days	Line graph
Trend comparing two or more servers over two or more days.	N servers, N days	Line Graph

Each report provides field descriptions in the tooltips text for the report columns. You can also view field descriptions in the Information page for that report. For details about the Information page, see Viewing Report Information .

Using the Reports Console

The reports console allows you to browse the existing reports and navigate to the reports you need. Use the File menu commands to create new reports or save report settings, and view report settings for a particular report.

You can also export data from reports into a specified format or you can send a report by email using File menu commands.

Using the Toolbar Buttons

The following table describes the toolbar buttons at the top of the reports home page. Different buttons are available depending on your location within the reports tree.

Table 2. Reports Toolbar Functions.
Icon	Function
	Returns you to the reports home page.
	Allows you to go up one level in the report structure.
	Accesses the file menu, which includes the following options: New Custom Report, New Folder, Save, Save As, Save Report Settings, Send to, Export, Subscriptions, and Set Filter Defaults.
	Opens the Web Report Wizard so you can edit a custom report.
	Opens the Printer dialog box to allow you to print the report that you are viewing.
	Shows you a preview of the printed report.
	Closes the preview window.
	Shows the Help for the reporting component.

File Menu Commands

Different commands are available on the File menu depending on what you are displaying within the reports.

The options available on the File menu are limited to certain Web Reports security roles. For information, see Setting Security .

If you click File , the following menu options are available:

Table 3. File menu options.

New Custom Report

Opens the Web Report Wizard to allow you to create the new report. For information, see Creating Custom Reports .

Opens the New Folder dialog box.

When you name the new folder, the application places the folder as a subfolder of the currently selected folder. If you want to add a folder to the main navigation tree, the Home node should be selected before you create the new folder.

Saves the changes, such as new sorting criteria, that you have made to an existing report.

If you save reports to a node other than the My Reports node, the reports appear in alphabetical order under the pre-configured reports.

Saves the changes you have made to an existing report, but gives you the option to change the report name or location.

If you save reports to a node other than the My Reports node, the reports appear in alphabetical order under the pre-configured reports.

Save Report Settings

Allows you to save the current report settings, including filters, and create a shortcut for the selected report. For more information, see Using Save Report Settings .

Allows you to send the currently displayed report by email to the address that you specify. You can specify the format.

NOTE: You can also select rows or columns within a report, right-click and use the Send Selection option to email portions of a report. Also you can click on a graph or chart, right-click and use the Send Selection option to email the graph or chart.

Allows you to export the report content into one of the following formats:

•

Microsoft Excel

•

Text (as comma separated values)

•

Text (as tab separated values)

•

•

•

•

You can also drag to select specific rows or columns and export only the selected portions. For more information about exporting reports, see Exporting Reports .

Opens the Subscriptions Page. For more information, see Configuring Report Subscriptions .

Set Filter Defaults

Opens the Configure Filter Defaults dialog box. You can set the default operator and values for a particular parameter in all reports that have a filter on that parameter.

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