DocAve 6 Report Center

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1 DcAve 6 Reprt Center User Guide Service Pack 6, Cumulative Update 1 Issued December 2015 DcAve 6: Reprt Center 1

2 Table f Cntents What s New in this Guide Abut Reprt Center Available Reprts in Reprt Center Cmplementary Prducts Submitting Dcumentatin Feedback t AvePint Befre Yu Begin AvePint s Testing Plicy and Envirnment Supprt Supprted Hardware Supprted Backup and Recvery Cnfiguratin Agents Required Permissins Lcal System Permissins Getting Started Launching Reprt Center Navigating DcAve Data Retrieval Infrmatin Cnfiguring Reprt Center Settings Data Cllectin Activity Histry Pruning Creating a Pruning Prfile Using Prfile Manager IIS Lgging Reprting Service Crss-Farm Service Cnfiguratin Audit Cntrller Building Plans Using Plan Manager Audit Pruning Creating a Pruning Prfile DcAve 6: Reprt Center

3 Using Prfile Manager Manage Feature Managing the Dcument Auditing Feature Managing the Usage Activity Web Parts Feature Exprt Lcatin Creating an Exprt Lcatin Managing Exprt Lcatins Shared Lcatin Scpe Filter Managing Scpe Filters Cnfiguring a Scpe Filter Item Caching Service Cnfiguring an Item Caching Database Using the Item Caching Service Scpe Settings interface Usage Activity Web Parts Settings Wrking with Reprts Run Reprt Shw Reprt Exprt Reprt Exprting t a Datasheet Exprting as a Screensht Auditr Database Usage Reprts Usage Reprts Interface Creating a Usage Reprts Plan Searching Ndes Using the Advanced Search Feature Cnfiguring Specific Exprt Reprt Settings Cnfiguring Usage Alert s Using the Usage Reprts Interface Managing Usage Reprt Plans Generating Reprts in the Usage Reprts Interface Using the Shw Reprt Interface DcAve 6: Reprt Center

4 Viewing Usage Reprts Creating Infrastructure Reprts Infrastructure Reprts Interface SharePint Services Generating SharePint Services Reprts Viewing SharePint Services Reprts CPU/Memry Usage Generating CPU/Memry Usage Reprts Viewing CPU/Memry Usage Reprts Netwrking Generating Netwrking Reprts Viewing Netwrking Reprts SharePint Tplgy Generating SharePint Tplgy Reprts Viewing SharePint Tplgy Reprts SharePint Search Services Generating SharePint Search Services Reprts Viewing SharePint Search Services Reprts Envirnment Search Generating Envirnment Search Reprts Site Cllectin Cmparisn Generating Site Cllectin Cmparisn Viewing Site Cllectin Cmparisn Site Cllectin Lad Time Generating Site Cllectin Lad Time Reprts Viewing Site Cllectin Lad Time Reprts Strage Optimizatin Strage Trends Strage Analyzer User Strage Size Creating Administratin Reprts Administratin Reprts Interface DcAve 6: Reprt Center

5 Cnfiguratin Reprts Generating Cnfiguratin Reprts Best Practice Reprts Abut Threshld Prfile Cnfiguring Threshld Prfile Generating Best Practice Reprts Viewing Best Practice Reprts Creating Cmpliance Reprts Cmpliance Reprts Interface Term Stre Changes Generating Term Stre Changes Reprts Viewing Term Stre Changes Reprts Cntent Type Usage Reprts Generating the Cntent Type Usage Reprts Viewing Cntent Type Usage Reprts Infrmatin Management Plicies Generating Infrmatin Management Plicies Reprts Viewing Infrmatin Management Plicies Reprts Upcming Cntent Expiratin Generating Upcming Cntent Expiratin Reprts Viewing Upcming Cntent Expiratin Reprts Auditr Reprts Generating User Lifecycle Reprts Generating List Access Reprts Generating Item Lifecycle Reprts Generating Site Access Reprts Generating List Deletin Reprts Generating Permissin Changes Reprts Generating Cntent Type Changes Reprts Generating Custm Reprt Viewing Auditr Reprts Creating DcAve Reprts DcAve 6: Reprt Center

6 DcAve Reprts Interface DcAve Tplgy Perfrmance Mnitring Generating Perfrmance Mnitring Reprts Viewing Perfrmance Mnitring Reprts Disk Space Mnitring Generating Disk Space Mnitring Reprts Viewing Disk Space Mnitring Reprts Jb Perfrmance Mnitring Viewing the Jb Perfrmance Mnitring Reprt DcAve Auditr Viewing the DcAve Auditr Reprt Mnitring User Activities in SharePint via Usage Pattern Alerting Types f Usage Pattern Alerting Rules Cnfiguring Rule Prfiles Creating a Rule Prfile Managing Rule Prfiles Cnfiguring Custm Actin Prfiles Creating a Custm Actin Prfile Managing Custm Actin Prfiles Cnfiguring Usage Pattern Alerting Plans Creating a Usage Pattern Alerting Plan Managing Usage Pattern Alerting Plans Viewing Usage Pattern Alerting Reprts Setting Filter fr Usage Pattern Alerting Reprt DcAve Reprt Center Features in SharePint Dcument Auditing Feature Deplying Dcument Auditing Slutin Activating Dcument Auditing Feature Dcument Auditing Settings Viewing Audit Histry Usage Activity Web Parts Feature DcAve 6: Reprt Center

7 Deplying Usage Activity Slutin Activating the Usage Activity Web Parts Feature Adding a New Usage Activity Web Part Editing Web Part Prperties Data Cllectin fr Usage Activity Web Parts Supprted Brwser Versins fr Usage Activity Web Parts Mst Active Cntributrs Web Part Mst Ppular Cntributrs Tp Dcuments Tp Blg Psts Tp Discussins Tp Wiki Pages Reprt Center Dashbard Web Part Appendix A: Supprted Object Levels f DcAve Reprt Center Reprts Appendix B: DcAve Mdule Actins Audited by DcAve Auditr Appendix C: Advanced Cnfiguratins Custmizing the Reprt Template Visualize the XLSX Reprt Data Using SharePint Chart Web Part Cnfiguring the ReprtCenterServiceCustmPrperties.cnfig File Cnfiguring the ReprtCenterServicePrperties.cnfig File Appendix D: Required W3C Lgging Fields fr Specific Functins Appendix E: Examples f Scpe Filters Site Cllectin Level Site Level List/Library Level Appendix F: Supprted SharePint Audit Events and Object Levels f Usage Pattern Alerting Rules Appendix G: Supprted and Unsupprted List f DcAve Reprt Center Functins fr SharePint Online Summary Cnfiguratin Reprts Auditr Reprts Auditr Cntrller DcAve 6: Reprt Center 7

8 Audit Pruning Strage Trends Appendix H: Accessing Ht Key Mde Cmmn Access Usage Reprts Interface Infrastructure Reprts Interface Administratin Reprts Interface Cmpliance Reprts Interface Term Stre Changes Cntent Type Usage Infrmatin Management Plicies Upcming Cntent Expiratin Auditr Reprts DcAve Reprts Interface Usage Pattern Alerting Interface Plan Manger Usage Pattern Alerting Reprt Rule Prfile Custm Actin Prfile Settings Interface Data Cllectin Active Histry Pruning IIS Lgging Reprting Service Crss-Farm Service Cnfiguratin Auditr Cntrller Audit Pruning Manage Feature Exprt Lcatin Shared Lcatin Scpe Filter Item Caching Service DcAve 6: Reprt Center

9 Usage Activity Web Parts Settings Ntices and Cpyright Infrmatin DcAve 6: Reprt Center 9

10 What s New in this Guide Minr edits and cver page update fr current release. 10 DcAve 6: Reprt Center

11 Abut Reprt Center Gain a cmprehensive understanding f yur SharePint platfrm's usage, tplgy, perfrmance, and strage trends while generating custmizable SharePint usage reprts and alerts with DcAve Reprt Center. Delivering all the tls f DcAve SharePint Mnitr, plus many additinal enterprise-class reprting slutins, DcAve Reprt Center enables administratrs t cnfigure custmizable alerts t be ntified immediately f netwrk, strage, r usage issues that culd result in a negative end-user experience, allwing fr mre practive and intelligent management decisins. Pilted via a single, easy-t-use interface, and delivering a custmizable dashbard fully integrated int the SharePint interface, DcAve Reprt Center is the nly tl administratrs need t btain the knwledge vital fr delivering ptimal platfrm perfrmance and successful strategic planning. By having all f yur reprting tls in a centralized lcatin, yu can quickly and easily access all f the infrmatin yu need. T access a reprt categry, click its crrespnding tab. Each reprt categry cntains a ribbn f tls fr creating different types f reprts within that categry, alng with an Actins tlbar fr executing and managing reprts. Belw the ribbn, yu will find the cnfiguratin areas fr each reprt type as well as the reprt display pane. Due t each reprt categry requiring different cnfiguratins, the interface fr each reprt categry is unique. Yu will be intrduced t each categry s interface at the beginning f each respective sectin in this guide. Reprt Center als has the DcAve Jb Mnitr integrated within each mdule s interface s yu can mre easily keep track f running reprts and scheduled reprts. T access the jbs f each mdule, click Jb Mnitr n the ribbn. Fr mre infrmatin abut using Jb Mnitr, refer t the DcAve 6 Jb Mnitr User Guide. DcAve 6: Reprt Center 11

12 Available Reprts in Reprt Center DcAve Reprt Center prvides yu with a cmprehensive and custmizable reprting tlset. The reprts are brken dwn int seven categries, each with its wn interface cntaining varius reprt types. Fr details n the supprted bject levels f each reprt mentined abve, refer t Appendix A: Supprted Object Levels f DcAve Reprt Center Reprts. Usage Reprts Analyze SharePint usage and behavir using data cllected frm SharePint and IIS lgs. This categry ffers the fllwing reprt types: Search Usage Displays usage data fr search terms and scpes within the selected SharePint farm r site cllectins. Site Visitrs and Activity Displays cunt f events (updates, deletins, and views) and unique visitrs fr the selected site cllectins, sites, lists, r items. Uses SharePint Auditr. Checked-Out Dcuments Displays infrmatin abut checked-ut dcuments within the selected Web applicatins, site cllectins, sites, r lists. Page Traffic Displays the number f hits and amunt f thrughput the sites cllectins r sites have received. Referrers Displays the tp pages and hsts that have referred traffic t the selected site cllectins r sites. Last Accessed Time Displays when the selected site cllectins r sites were last accessed, and by whm. Uses SharePint Auditr. Failed Lgin Attempts Displays infrmatin abut failed lgin attempts fr the selected farm r sites. Wrkflw Status Displays infrmatin abut wrkflw definitins and instances within the selected site cllectins, sites, r lists. SharePint Alerts Displays infrmatin abut SharePint alerts cnfigured by end users within the selected farm, Web applicatins, site cllectins, sites, r lists. Dwnlad Ranking Displays the number f times that dcuments have been dwnladed within the selected sites. Site Activity Ranking Displays the mst and least active sites, pages, lists, items, and users per site cllectin r site, as determined by hits. Uses SharePint Auditr. Active Users Displays the number f nn-system activities fr all users within the selected Web applicatins, site cllectins, sites, r lists. Uses SharePint Auditr. *Nte: In a SharePint Fundatin 2010 envirnment, the Search Usage reprt and Referrers reprt are nt available. In a SharePint 2013 envirnment, the Referrers reprt are nt available. 12 DcAve 6: Reprt Center

13 Infrastructure Reprts Mnitr SharePint strage, perfrmance and capacity fr planning and alerting. This categry prvides the fllwing reprt types: SharePint Services Displays the servers and their respective rles within the selected SharePint farms, as well as the status f the services n each server. CPU/Memry Usage Mnitrs the CPU and memry usage, as well as ther perfrmance metrics, f the selected SharePint Agent hsts. Netwrking Mnitrs the netwrk status and usage (bth wired and wireless) f the selected SharePint Agent hsts and adapters. SharePint Tplgy Displays the lgical and physical tplgy f the selected SharePint farms. SharePint Search Services Mnitrs the crawling status and settings f SharePint Search service applicatins in the selected farms. Envirnment Search Displays infrmatin abut SharePint servers, including which nes have DcAve installed, in the selected envirnment. Site Cllectin Cmparisn Displays varius site cllectin statistics in respect t basic infrmatin, settings, and security, and highlights the differences. Site Cllectin Lad Time Displays the latency f the selected site cllectins. Strage Trends Displays current and prjected strage cnsumptin by the selected SharePint n-premises farm, Web applicatins, cntent databases, r site cllectins, r SharePint Online site cllectins. Drill-dwn allcatin analysis is available at the site cllectin level. Strage Analyzer Displays the size and prprtin f data stred in SharePint and external devices fr the selected farm, Web applicatins, site cllectins, r cntent databases. User Strage Size Displays the number f items and strage size f cntent created by each user within the selected site cllectins r sites. Als ranks the tp cntributrs in each library, list, discussin bard, survey, r issue. Administratin Reprts Oversee SharePint settings and securities fr gvernance purpses. This categry prvides the fllwing reprt types: Cnfiguratin Reprts Displays cnfiguratin details and statistics fr the selected SharePint n-premises farms, Web applicatins, site cllectins, cntent databases, sites, and/r lists, r SharePint Online site cllectins, sites, and/r lists. Best Practice Reprts Analyzes the health f the selected farms, Web applicatins, site cllectins, cntent databases, sites, r lists by cmparing envirnment data against Micrsft issued bundaries and limitatins r custm threshlds. DcAve 6: Reprt Center 13

14 Cmpliance Reprts Respnd t queries fr wh did what where fr behavir, prductivity and litigatin analysis. This categry prvides the fllwing reprt types: Term Stre Changes Displays detailed infrmatin fr all managed metadata changes within the glbal and lcal term grups f the selected farm. Cntent Type Usage Displays cntent type usage details within the selected site cllectins r sites. Infrmatin Management Plicies Displays details abut the cnfigured infrmatin management plicies fr the cntent types within the selected Web applicatins, site cllectins, sites, r lists. Upcming Cntent Expiratin Displays details abut items that have the cnfigured infrmatin management plicies and expiratin dates within the selected Web applicatins, site cllectins, sites, r lists. User Lifecycle Displays a lg f activity f users within the selected SharePint npremises Web applicatins, site cllectins, sites, r lists, r SharePint Online site cllectins, sites, r lists. List Access Displays a lg f user activity within the selected SharePint n-premises Web applicatins, site cllectins, sites r lists, r SharePint Online site cllectins, sites, r lists. Item Lifecycle Displays a lg f audit events fr items within the selected SharePint n-premises Web applicatins, site cllectins, sites, r lists, r SharePint Online site cllectins, sites, r lists. Site Access Displays a lg f user activity within the selected SharePint n-premises Web applicatins, site cllectins, sites, r lists, r SharePint Online site cllectins, sites, r lists. List Deletin Displays a lg f deletin events fr items within the selected SharePint n-premises Web applicatins, site cllectins, sites r lists, r SharePint Online site cllectins, sites, r lists. Permissin Changes Displays a lg f permissin changes within the selected SharePint n-premises Web applicatins, site cllectins, sites, r lists, r SharePint Online site cllectins, sites, r lists. Cntent Type Changes Displays a lg f changes made t cntent types within the selected SharePint n-premises Web applicatins, site cllectins, sites, r lists, r SharePint Online site cllectins, sites, r lists. Custm Reprt Displays a custmized lg frm the cllected audit recrds fr the selected SharePint n-premises Web applicatins, site cllectins, sites, r lists, r SharePint Online site cllectins, sites, r lists. DcAve Reprts Track the DcAve system capacity, perfrmance, and usage. This categry prvides the fllwing reprt types: 14 DcAve 6: Reprt Center

15 DcAve Tplgy Displays the service tplgy f the DcAve Manager, as well as the statuses f the services n each server. Perfrmance Mnitring Mnitrs the CPU and memry usage, as well as ther perfrmance metrics, f the selected DcAve Manager hsts. Disk Space Mnitring Displays current and prjected strage cnsumptin by the selected DcAve lgical devices. Jb Perfrmance Mnitring Displays jb perfrmance data fr Granular Backup, Granular Restre, Platfrm Backup, and Platfrm Restre jbs. DcAve Auditr Displays a lg f user activity within the DcAve system. *Nte: Cnfiguratin Reprt and Best Practice Reprt can cllect mst f the data in a SharePint Fundatin 2010/2013 envirnment, but sme services and functins cannt be cllected, as defined here: The Cnfiguratin Reprt des nt cllect the fllwing data: Data f Shared Service and Current License at the farm level Data f Web Applicatin Feature at the Web applicatin level Data f Site Cllectin Usage at the site cllectin level Data f Site Usage at the site level The Best Practice Reprt des nt cllect the fllwing data: Data f User Prfile Service and Managed Metadata Term Stre (database) at farm level Data f Slutin Cache Size at Web applicatin level Usage Pattern Alerting Mnitr user activities based n predefined threshlds within yur SharePint envirnment. Activity Reprt Displays a reprt f the user activities identified by the rules in the Usage Pattern Alerting plans. Analysis Reprt Displays a analysis reprt n hw many times the Usage Pattern Alerting rules were triggered and the distributin f the triggered times f each rule based n the crrespnding data metric used in the rule threshld. Usage Activity Web Parts Allw fr the creatin f scial Web parts in SharePint that rank ppular dcuments, discussins, blg psts, wiki pages, and cntent cntributrs, as well as a dashbard Web part that cntains the multiple reprts fr analyzing SharePint usage and behavir acrss a cnfigurable scpe. This categry prvides the fllwing Web parts and reprt types: DcAve 6: Reprt Center 15

16 Mst Active Cntributrs Web part Displays the users wh have cntributes the mst dcuments, blg psts, and discussins. Mst Ppular Cntributrs Web part Displays the users wh have received cmmunity feedback fr their dcuments, blg psts, and discussins. Tp Dcuments Web part Displays the dcuments that have received the mst views, fllwers, and likes. Tp Blg Psts Web part Displays the blg psts that have received the mst views, likes, and cmments. Tp Discussins Web part Displays the discussins that have received the mst views, replies, and likes. Tp Wiki Pages Web part Displays the wiki pages that have been viewed the mst. Reprt Center Dashbard Web part Cntains the fllwing reprts fr analyzing SharePint usage and behavir acrss a cnfigurable scpe: Summary Displays a summary n the usage f the SharePint site cllectins r sites. Active Users Displays rankings f users by the number f activities within each f the selected site cllectins and sites.\ Checked-Out Dcuments Displays the infrmatin f checked-ut dcuments within the selected site cllectins r sites. Activity Ranking Displays rankings f sites, pages, lists, and dcuments by activity within each selected site cllectin r site. Last Accessed Time Displays when the selected site cllectins r sites were last accessed, and by whm. Site Traffic displays charts f the numbers f activities and thrughput that the selected site cllectins r sites have received. Search Usage Displays the usage data fr search activities, search terms and search scpes within the selected site cllectins. Site Visitrs Displays the numbers f unique visitrs and user activities f the selected site cllectins/sites. Tp Dcument by Scial Activities Displays rankings f dcuments which have been viewed the mst and/r have the mst fllwers and/r likes within each selected site cllectin r site. Cntent Type Usage Displays the latest cntent type usage details within the selected site cllectins r sites. 16 DcAve 6: Reprt Center

17 Cmplementary Prducts Many prducts and prduct suites n the DcAve 6 platfrm wrk in cnjunctin with ne anther. The fllwing prducts are recmmended fr use with Reprt Center: DcAve Archiver fr mving unused data t lwer tiered strage which reduces strage cst. DcAve Cnnectr fr cllabrating upn netwrk file shares and clud strage resurces directly thrugh SharePint withut migratin. Cnnected cntent appears as nrmal SharePint cntent and can be leveraged exactly as if it were residing within a SharePint dcument library. DcAve Strage Manager fr fflading BLOBs frm SQL servers t mre cst efficient strage devices. DcAve Cntent Manager fr SharePint fr restructuring r mving SharePint cntent. DcAve Replicatr t perfrm live r event-driven and scheduled r ffline replicatin. Synchrnizatin and management f all cntent, cnfiguratins, and securities is perfrmed with full fidelity. DcAve Data Prtectin fr setting backup and recvery pints prir t adjusting SharePint gvernance plicies in this prduct. DcAve Platfrm Backup and Restre t back up the entire SharePint envirnment, including farm-level cmpnents. DcAve Granular Backup and Restre t back up all farm cntent and restre cntent dwn t the item level. DcAve 6: Reprt Center 17

18 Submitting Dcumentatin Feedback t AvePint AvePint encurages custmers t prvide feedback regarding ur prduct dcumentatin. Yu can Submit Yur Feedback n ur website. 18 DcAve 6: Reprt Center

19 Befre Yu Begin Refer t the sectins belw fr the system requirements fr Reprt Center. AvePint s Testing Plicy and Envirnment Supprt Supprted Hardware AvePint is cmmitted t maintaining a hardware agnstic platfrm t ensure that DcAve perates n cmmn Windws file sharing and virtualizatin platfrms. T ensure that DcAve is hardware agnstic, AvePint tests hardware that is intended t supprt SharePint and DcAve infrastructure, strage targets, and hardware-based backup and recvery slutins, as supprted by AvePint s partnerships. AvePint directly integrates with the fllwing platfrms: any Net Share, IBM Strwize Family, FTP, Amazn S3, AT&T Synaptic, Drpbx, Bx, Caring Strage, Del DX Strage, EMC Centra, HDS Hitachi Cntent Platfrm, Rackspace Clud Files, TSM, Netwrk File System, and Windws Azure Strage. All ther hardware platfrms that supprt UNC addressable strage devices are supprted. *Nte: Mst f the hardware partnerships referenced in this guide are intended t make use f advanced functinality (such as snapsht mirrring, BLOB snapshts, indexing, lng-term strage, WORM strage, etc.), and are nt indicatins that any changes t the prduct are required fr basic supprt. In mst cases, hardware can be supprted with n change t the prduct. Supprted Backup and Recvery DcAve supprts BLOB backup strage accrding t the list f hardware platfrms abve. BLOB snapsht functinally, hwever, is currently nly supprted n OEM versins and NetApp hardware. DcAve supprts SQL cntent and Applicatin database backups via the SharePint Vlume Shadw Cpy Service (VSS) n all Windws and SQL server platfrms listed abve. DcAve als supprts snapsht-based SharePint VSS n all hardware listed abve where the hardware partner has certified supprt with Micrsft. DcAve supprts applicatin and cnfiguratin server backups fr all the supprted sftware envirnments listed abve. DcAve 6 SP5 supprts VM backup via Hyper-V/VMWare fr the fllwing perating systems: Windws Server 2008 R2, Windws Server 2012, Windws Server 2012 R2, and Micrsft Hyper V Server 2012 R2. DcAve 6: Reprt Center 19

20 Cnfiguratin In rder t use Reprt Center, the DcAve 6 platfrm must be installed and cnfigured prperly n yur farm. Reprt Center will nt functin withut DcAve 6 present n the farm. Agents SharePint Agents are respnsible fr running DcAve jbs and interacting with the SharePint bject mdel. DcAve Agents enable DcAve Manager t cmmunicate with the respective servers, allwing fr Reprt Center cmmands t functin prperly. *Nte: The use f system resurces n a server increases when the installed Agent is perfrming actins. This may affect server perfrmance. Hwever, if the Agent installed n the server is nt being used, the use f system resurces is very lw, and therefre, the effect n server perfrmance is negligible. Fr instructins n installing the DcAve Platfrm, DcAve Manager, and DcAve Agents, refer t the DcAve 6 Installatin Guide. 20 DcAve 6: Reprt Center

21 Required Permissins T install and use Reprt Center prperly, ensure that the Agent accunt has the fllwing permissins. 1. Lcal System Permissins: These permissins are autmatically cnfigured by DcAve during installatin. Refer t Lcal System Permissins fr a list f the permissins autmatically cnfigured upn installatin. If there are n strict limitatins within yur rganizatin n the permissins that can be applied, yu can simply add the DcAve Agent Accunt t the lcal Administratrs grup t apply all f the required permissins. 2. SharePint Permissins: User is a member f the Farm Administratrs grup. Since Administratr wrks acrss farms and n all SharePint settings and cnfiguratins, this accunt is needed in rder t prvide the best and mst cmplete quality f service. Full Cntrl t all znes f all Web applicatins via the User Plicy fr Web Applicatins User Prfile Service Applicatin permissins: Full Cntrl User Prfile Service Applicatin Administratr Use Persnal Features (Fr SharePint 2010 nly) Create Persnal Site Use Scial Features (Fr SharePint 2010 nly) Fllw Peple and Edit Prfile (Fr SharePint 2013 nly) Use Tags and Ntes (Fr SharePint 2013 nly) Managed Metadata Service: Term Stre Administratr Search Service: Full Cntrl 3. SQL Server Permissins Database Rle f db_wner fr all the databases related with SharePint, including Cntent databases, Cnfig database, and Central Admin database Db_wner f SharePint 2010 r 2013 Cntent database and Stub database *Nte: T use the Search Usage reprt and Referrers reprt fr SharePint 2010, the users must have the db_wner rle fr the SharePint 2010 Web Analytics Service Databases. T use the Search Usage reprt fr SharePint 2013, the users must have the db_wner rle fr the SharePint 2013 Search Service Applicatin Analytics Reprting databases and Search Service Applicatin Administratin databases. T use the SharePint Search Services reprt, the users must have the db_wner rle fr the SharePint 2010 r 2013 WSS_Lgging database. DcAve 6: Reprt Center 21

22 T use the Cnfiguratin Reprts, the users must have the db_wner rle fr the SharePint 2010 r 2013 User Prfile Service Applicatin databases. T use the Best Practice Reprts, the users must have the db_wner rle fr the SharePint 2010 r 2013 Metadata Service Applicatin databases. 4. Registered SharePint Sites Permissin: The site cllectin user used t register the site cllectin must be a member f Site Cllectin Administratrs. *Nte: If yu want t use Cnfiguratin Reprts r Strage Trends reprt t reprt n the site cllectin quta, the site cllectin user must be a member f SharePint Administratrs grup. The fllwing permissins are required, if using Scan Mde t add the registered site cllectins: T scan the SharePint Online site cllectins r OneDrive fr Business libraries, the user must be a member f: SharePint Administratrs Lcal Administratrs T scan the SharePint n-premises site cllectins, the user must have: Full Cntrl t all znes f all Web applicatins via the User Plicy fr Web Applicatins Database Rle f db_wner fr all the databases related with SharePint, including Cntent databases, Cnfig database, and Central Admin database. Lcal System Permissins Sme lcal system permissins are autmatically cnfigured during DcAve 6 installatin. The user will be set up as a member f the fllwing lcal grups: IIS WPG (fr IIS 6.0) r IIS IUSRS (fr IIS 7.0, and IIS 8.0) Perfrmance Mnitr Users DcAve Users (the grup is created by DcAve autmatically; it has the fllwing permissins): Full Cntrl t the Registry f HKEY_LOCAL_MACHINE\SOFTWARE\AvePint\DcAve6 Full Cntrl t the Registry f HKEY_LOCAL_MACHINE\System\CurrentCntrlSet\Services\eventlg 22 DcAve 6: Reprt Center

23 Full Cntrl t the Cmmunicatin Certificate Permissin f Lg n as a batch jb (it can be fund within Cntrl Panel > Administrative Tls > Lcal Security Plicy > Security Settings > Lcal Plicies > User Rights Assignment) Full Cntrl permissin fr DcAve Agent installatin directry *Nte: If yu want t use CPU/Memry Usage r Netwrking reprts, yu must be the member f lcal Administratrs grup. If yu want t use Dwnlad Ranking, Failed Lgin Attempts, IIS Lgging, Best Practice Reprts, r select the Retrieve IIS Lgs ptin t retrieve data, yu must have Full Cntrl t the path f IIS lg files, the path f the redirectin.cnfig file, IIS applicatinhst.cnfig file. DcAve 6: Reprt Center 23

24 Getting Started Refer t the sectins belw fr imprtant infrmatin n getting started with Reprt Center. Launching Reprt Center T launch Reprt Center and access its functinality, cmplete the fllwing steps: 1. Lg int DcAve. If yu are already in the sftware, click the DcAve tab. 2. Click Reprt Center n the left-hand navigatin menu t launch Reprt Center. 3. Click the reprt categry, reprt type, r the specific reprt yu want t access, r click Settings t cnfigure the Reprt Center settings (details abut the different reprt types and cnfiguring settings can be fund in the bdy f this user guide.) Figure 1: DcAve mdule launch windw. AvePint recmmends using Health Analyzer t check the prerequisites yu need t crrectly use DcAve Reprt Center *Nte: Only the users in the DcAve Administratrs grup can use Health Analyzer. Fr mre infrmatin abut Health Analyzer, refer t DcAve 6 Installatin Guide. 24 DcAve 6: Reprt Center

25 Navigating DcAve DcAve mimics the lk and feel f many Windws prducts, making fr an intuitive and familiar wrking envirnment. While there are many windws, pp-up displays, and messages within DcAve prducts, they share similar features and are navigated in the same ways. Belw is a sample windw in DcAve. It features a familiar, dynamic ribbn, and a searchable, cntent list view. Figure 2: Navigating DcAve. 1. Ribbn Tabs Allws users t navigate t the DcAve Welcme page and within the active mdule. 2. Ribbn Panes Allws users t access the functinality f the active DcAve mdule. 3. Manage clumns ( ) Allws users t manage which clumns are displayed in the list. Click the manage clumns ( ) buttn, and then select the checkbx next t the clumn name in the drp-dwn list. 4. Filter the clumn ( ) Allws users t filter the infrmatin in the List View. Click the filter the clumn ( ) buttn next t the clumn and then select the checkbx next t the clumn name. 5. Hide the clumn ( ) Allws users t hide the selected clumn. 6. Search Allws users t search the List View pane fr a keywrd r phrase. Yu can select Search all pages r Search current page t define the search scpe. *Nte: The search functin is nt case sensitive. 7. Management Pane Displays the actinable cntent f the DcAve mdule. DcAve 6: Reprt Center 25

26 Data Retrieval Infrmatin This sectin prvides detailed infrmatin n the data retrieval types and methds that DcAve 6 SP5 Reprt Center uses t btain these reprts. Refer t the table belw fr mre infrmatin n data retrieval f DcAve Reprt Center reprts. *Nte: Reprt Center uses three different retrieval methds t cllect data as listed in the Retrieval Methd clumn. Reprt Title Checked-Out Dcuments Dwnlad Ranking Failed Lgin Attempts Cllect: Schedule data cllectr jbs run n the backend t cllect all f the required data. Real-time: Data is btained in real-time. Run Reprt: Run a jb t cllect data. Yu can wait fr the reprt t display in the GUI interface, r later click Shw Reprt t view the generated reprt. Reprt Categry Usage Reprts Usage Reprts Usage Reprts Cllectr/Audit Cntrller Checked-Out Dcuments Cllectr Lgin and Dwnlad Events Cllectr Lgin and Dwnlad Events Cllectr Last Accessed Time SharePint Alerts Wrkflw Status Referrers Usage Reprts Referrers Cllectr Retrieval Methd Cllect Cllect Cllect Cmment Cllects the data frm SharePint and recrds it in the DcAve Reprt database, and then generates a reprt based n the data in the DcAve Reprt database. Cllects the data frm IIS lgs and recrds them in the DcAve Reprt database, and then generates a reprt based n the data in the DcAve Reprt database. Cllects the data frm IIS lgs and recrds it in the DcAve Reprt database, and then generates a reprt based n the data in the DcAve Reprt database. Usage Reprts N Cllectr Run Reprt Gets data frm SharePint. Usage Reprts N Cllectr Run Reprt Gets data frm SharePint. Usage Reprts N Cllectr Run Reprt Gets data frm SharePint. Cllect Cllects the data frm SharePint Web Analytics service and recrds it in the DcAve Reprt database, and then generates a reprt based n the data in the DcAve Reprt database. (SharePint 2013 is nt supprted) 26 DcAve 6: Reprt Center

27 Reprt Title Reprt Cllectr/Audit Categry Cntrller Search Usage Usage Reprts Search Usage Cllectr Retrieval Methd Cllect Cmment Cllects the data frm SharePint Web Analytics service and recrds it in the DcAve Reprt database, and then generates a reprt based n the data in the DcAve Reprt database. Active Users Usage Reprts Usage Cllectr Cllect Cllects the data frm SharePint and recrds it in the DcAve Audit database. The data analyzed will then be recrded t the Reprt database, and then generates a reprt based n the data in the DcAve Audit database and Reprt database. Page Traffic Usage Reprts Page Traffic Cllectr Site Visitrs and Activity Site Activity Ranking Site Cllectin Lad Time Cllect Cllects the data frm IIS lgs and recrds them in the DcAve Reprt database, and then generates a reprt based n the data in the DcAve Reprt database. Usage Reprts Usage Cllectr Cllect Cllects the data frm SharePint and recrds it in the DcAve Audit database. The data analyzed will then be recrded t the Reprt database, and then generates a reprt based n the data in the DcAve Audit database and Reprt database. Usage Reprts Usage Cllectr Cllect Cllects the data frm SharePint and recrds it in the DcAve Audit database. The data analyzed will then be recrded t the Reprt database, and then generates a reprt based n the data in the DcAve Audit database and Reprt database. Infrastructure Reprts Site Cllectin Lad Time Cllectr Cllect Obtains all f the Web frnt-end servers infrmatin in the specified farm. Sends Web request t the site cllectin and calculates the lad time. Generates a reprt based n data in the DcAve Reprt database. DcAve 6: Reprt Center 27

28 Reprt Title Strage Analyzer CPU/Memry Usage Site Cllectin Cmparisn Envirnment Search Netwrking SharePint Search Services SharePint Services SharePint Tplgy Strage Trends User Strage Size Cnfiguratin Reprts Best Practice Reprts Term Stre Changes Cntent Type Usage 28 Reprt Categry Infrastructure Reprts Infrastructure Reprts Infrastructure Reprts Infrastructure Reprts Infrastructure Reprts Infrastructure Reprts Infrastructure Reprts Infrastructure Reprts Infrastructure Reprts Infrastructure Reprts Administratin Reprts Administratin Reprts Cmpliance Reprts Cmpliance Reprts Cllectr/Audit Retrieval Cntrller Methd Cmment N Cllectr Run Reprt Cllects the data frm SharePint and recrds it in the DcAve Reprt database, and then generates a reprt based n the data in the DcAve Reprt database. N Cllectr Real-Time Obtains data frm Operating System f the DcAve Agent servers. N Cllectr Real-Time Obtains data frm SharePint using SharePint API. N Cllectr Real-Time Obtains SharePint farm infrmatin frm the Operating System f the filtered servers. N Cllectr Real-Time Obtains data frm Operating System f the DcAve Agent servers. N Cllectr Real-Time Obtains data frm SharePint. N Cllectr Real-Time Obtains data frm SharePint. N Cllectr Real-Time Obtains data frm SharePint. Strage Trends Cllectr User Strage Size Cllectr (User Strage Size) N Cllectr (Cntent Cntributr) Cllect Cllect Real-Time Cllects the data frm SharePint and recrds it in the DcAve Reprt database, and then generates a reprt based n the data in the DcAve Reprt database. Cllects the data frm SharePint and recrds it in the DcAve Reprt database, and then generates a reprt based n the data in the DcAve Reprt database. Gets data frm SharePint. N Cllectr Run Reprt Gets data frm SharePint. N Cllectr Run Reprt Gets data frm SharePint. N Cllectr Run Reprt Gets data frm SharePint. N Cllectr Run Reprt Gets data frm SharePint. DcAve 6: Reprt Center

29 Reprt Title Infrmatin Management Plicies Upcming Cntent Expiratin Item Lifecycle List Access List Deletin Site Access User Lifecycle Permissin Changes Cntent Type Changes Custm Reprt Disk Space Mnitring DcAve Auditr Jb Perfrmance Mnitring Perfrmance Mnitring DcAve Tplgy Activity Reprt Analysis Reprt Reprt Categry Cmpliance Reprts Cmpliance Reprts Cmpliance Reprts Cmpliance Reprts Cmpliance Reprts Cmpliance Reprts Cmpliance Reprts Cmpliance Reprts Cmpliance Reprts Cmpliance Reprts DcAve Reprts DcAve Reprts DcAve Reprts DcAve Reprts DcAve Reprts Usage Pattern Alerting Reprt Usage Pattern Alerting Reprt Cllectr/Audit Retrieval Cmment Cntrller Methd N Cllectr Run Reprt Gets data frm SharePint. N Cllectr Run Reprt Gets data frm SharePint. Audit Cntrller Cllect and Run Reprt Generates reprt based n the data cllected by Audit Cntrller. Audit Cllect and Generates a reprt based n the Cntrller Run Reprt data cllected by Audit Cntrller. Audit Cllect and Generates a reprt based n the Cntrller Run Reprt data cllected by Audit Cntrller. Audit Cllect and Generates a reprt based n the Cntrller Run Reprt data cllected by Audit Cntrller. Audit Cllect and Generates a reprt based n the Cntrller Run Reprt data cllected by Audit Cntrller. Audit Cllect and Generates a reprt based n the Cntrller Run Reprt data cllected by Audit Cntrller. Audit Cllect and Generates a reprt based n the Cntrller Run Reprt data cllected by Audit Cntrller. Audit Cllect and Generates a reprt based n the Cntrller Run Reprt data cllected by Audit Cntrller. Disk Space Cllect Obtains data frm DcAve Cntrl Mnitring database. Cllectr N Cllectr Real-Time Cllects data frm DcAve Cntrl database and recrds it in the Reprt database, and then generates a reprt based n the data in DcAve Reprt database. N Cllectr Real-Time Obtains data frm DcAve Cntrl database. N Cllectr Real-Time Obtains data frm Operating System f the DcAve Manager servers. N Cllectr Real-Time Gets data frm DcAve Cntrl database. N Cllectr Real-Time Gets data frm SharePint. Usage Pattern Alerting Analysis Cllectr Cllect Obtains data frm DcAve Reprt Database. DcAve 6: Reprt Center 29

30 Reprt Title Item Caching Service Usage Activity Web Parts Reprt Categry N/A Usage Activity Web Parts Cllectr/Audit Cntrller Item Caching Service Cllectr Usage Activity Web Parts Cllectr Retrieval Methd Cllect Cllect Cmment Cllects the data frm SharePint and recrds it in the custmized Item Caching database. Cllects the data frm SharePint and recrds it in DcAve Reprt Database. 30 DcAve 6: Reprt Center

31 Cnfiguring Reprt Center Settings While Reprt Center is able t generate sme reprts withut any cnfiguratin, in rder t have all features f Reprt Center ready t use when yu need them, it is best t cnfigure yur settings ahead f time. T cnfigure settings fr Reprt Center, fllw the instructins in each f the crrespnding sectins. Data Cllectin In Data Cllectin settings, users can view and manage when and hw ften data is cllected by Reprt Center cllectrs. Reprt Center cllectrs are imperative fr many f the Reprt Center cmpnents, and must be cnfigured crrectly befre any data can be gathered. All f the cllectrs in Data Cllectin except the User Prfile Cllectr and Item Caching Service Cllectr nly run Incremental cllectr jbs t cllect the data n the current day. User Prfile Cllectr and Item Caching Service Cllectr can run Full cllectr jbs besides the Incremental cllectr jbs. T change the mde f the User Prfile Cllectr jbs, cnfigure the <UserPrfileSyncMde> nde in the ReprtCenterServicePrperties.cnfig file. Fr details, refer t Cnfiguring the ReprtCenterServicePrperties.cnfig File. T cnfigure the cllectin mde f the Item Caching Service Cllectr, refer t Cllectin Mde Incremental Incremental is the default mde f all cllectr jbs. An incremental cllectr jb cllects the additin, mdificatin, and deletin f the crrespnding data after the last successful cllectr jb. Scheduling incremental cllectr jbs t run mre frequently will necessarily reduce the size f the data cllected by each jb. Full A full cllectr jb cllects all f the crrespnding data within the designated scpe. Cllectr jbs run in Full mde will take mre time t cmplete than incremental cllectr jbs. A full User Prfile Cllectr jb must be run after yu add user prperties int the <UserPrfileCustmPrperties> nde within the ReprtCenterServiceCustmPrperties.cnfig file. By giving yu the flexibility f when and hw ften t cllect data, Data Cllectin can be ptimized t fit yur scheduling needs. T cnfigure Data Cllectin settings fr Reprt Center, click the Settings tab in Reprt Center, then click Data Cllectin. The Cllectr Management pane appears with a list f different types f cllectrs fr Reprt Center. Yu can perfrm the fllwing actins n Reprt Center cllectrs: View Prfile Allws yu t view all saved jb prfiles f the selected cllectr. Click n a cllectr, and then click View Prfile n the ribbn t see a list f all f the saved cllectr jb prfiles. *Nte: The View Prfile feature is nt supprted fr Usage Activity Web Part Cllectr and User Prfile Cllectr. DcAve 6: Reprt Center 31

32 In the View Prfile page, yu can als perfrm the fllwing peratins n the prfiles: Enable T enable the cllectr jbs fr a particular Disabled prfile, select the prfile and click Enable n the ribbn. The status f the prfile becmes Enabled. Disable T disable the cllectr jbs fr a particular Enabled prfile, select the prfile and click Disable n the ribbn. The status f the prfile becmes Disabled. *Nte: The Enable and Disable buttns are nly available fr Strage Trends Cllectr, Site Cllectin Lad Time Cllectr, Disk Space Mnitring Cllectr, and User Strage Size Cllectr. View Scpe T view the tree f a particular prfile, select the prfile and click View Scpe n the ribbn. The scpe tree is displayed in the View Scpe pane. Edit Allws yu t cnfigure the schedule and ntificatin f the selected cllectr. Select the cllectr by clicking n its rw in the display table, then click Edit n the ribbn. A cnfiguratin windw appears. Schedule Enter an integer in the Interval text bx t designate the frequency fr the data t be cllected and then designate a time f day yu want the cllectr t run by selecting a chice frm the Cllect data at drp-dwn menu. As needed, click the time zne link and chse a time zne frm the drp-dwn menu. The cllectr jb will run at the specified time autmatically. Yu can click Calendar View t read the schedule by Day, Week, r Mnth. Cllectin Mde (nly available fr Item Caching Service Cllectr) Schedule a full cllectin jb t run after a number f cnsecutive incremental cllectins have run, enter a number int the Run a full cllectin jb after every_incremental cllectin jbs field. Ntificatin Select an ntificatin prfile frm the drp-dwn menu r create a new prfile by clicking New Ntificatin. Refer t User Ntificatin Settings sectin in the DcAve 6 Cntrl Panel Reference Guide fr detailed infrmatin. Enable SharePint Auditr (nly available fr Usage Cllectr) Select whether t enable SharePint Auditr autmatically fr the site cllectins in the prfile scpes while running each cllectr jb. The Autmatically enable SharePint Auditr fr the site cllectins in plan scpes ptin is selected unless yu manually deselect it. With this ptin selected, Usage Cllectr will initiate a sub-jb t enable SharePint Auditr fr the site cllectins in the specified plan scpes while running each cllectr jb fr retrieving data. If yu d nt select this ptin, Usage Cllectr will nly autmatically enable SharePint Auditr fr the site cllectins in the specified plan scpes when new plans are created. If yu create new site cllectins 32 DcAve 6: Reprt Center

33 within a previusly created plan scpe, Usage Cllectr will nt autmatically enable SharePint Auditr fr these new site cllectins. *Nte: If yu d nt want t cllect the data fr sme SharePint bjects via the Usage Cllectr jbs, yu can cnfigure a URL filter t exclude these bjects by URL via cnfiguring the <UsageCllectrSetting> nde in the ReprtCenterServicePrperties.cnfig file n each f yur Reprt Service server. Fr detailed instructins, refer t Cnfiguring the ReprtCenterServicePrperties.cnfig File. Click Save t save yur cnfiguratins, and clse the windw. Click Cancel t clse the windw withut saving yur cnfiguratins. Cllect Nw Allws yu t run the cllectr jb immediately. Jb Mnitr Allws yu t view the detailed jb infrmatin abut all f the Reprt Center jbs. Back Returns yu t the Reprt Center Settings page. Activity Histry Pruning Activity Histry Pruning allws yu t remve Reprt Center jb data frm the DcAve Reprt database based n pre-defined criteria. By creating prfiles and running pruning jbs in Activity Histry Pruning, yu can autmate the deletin f utdated Reprt Center jb data t save space in the SQL Server. When creating an Activity Histry Pruning prfile, yu can: Select the reprt types whse jb data yu want t remve frm the Reprt database. Activity Histry Pruning supprts the fllwing reprt types: Active Users Checked-Out Dcuments Dwnlad Ranking Failed Lgin Attempts Page Traffic Referrers Search Usage Site Visitrs and Activity Site Cllectin Lad Time Strage Trends Disk Space Mnitring DcAve Auditr DcAve 6: Reprt Center 33

34 Cnfigure the time range fr pruning the jb data. The jb data generated within the designated time range will be autmatically pruned. Chse hw t deal with the jb data in the DcAve Reprt database. Yu can chse t delete the data, r mve it t anther lcatin. Set up a schedule in the prfile t prune data, r run it manually, prviding yu with mre flexibility in the executin f Activity Histry Pruning prfiles. T access Activity Histry Pruning, click the Settings tab in Reprt Center, and then click Activity Histry Pruning n the ribbn. The Prfile Manager interface appears. T check the prgress f any prfile that has been run r is scheduled t run, yu can click Jb Mnitr n the ribbn f the Activity Histry Pruning > Prfile. Fr mre infrmatin abut using Jb Mnitr, refer t the DcAve 6 Jb Mnitr User Guide. Creating a Pruning Prfile Befre creating a pruning prfile, yu can cnfigure exprt lcatins t stre the pruned jb data. Fr details n hw t cnfigure exprt lcatins fr Reprt Center, see the Cnfiguring Exprt Lcatins sectin f the Exprt Lcatin. T create a pruning prfile, cmplete the fllwing steps: 1. In the Prfile Manager interface, click Create n the ribbn t access the Create Prfile interface. 2. Enter a Prfile Name fr this new pruning prfile. Enter an ptinal Descriptin fr future reference. 3. Specify the reprt types whse jb data yu want t remve frm the DcAve Reprt database in the Which reprts jb data wuld yu like t prune? sectin by selecting the crrespnding checkbxes in the right pane. *Nte: Yu can nly cnfigure ne pruning prfile per reprt type. If a reprt type already has an existing pruning prfile cnfigured, the crrespnding checkbx is grey ut and nt selectable. 4. Select the time range f the jb data yu want t prune in the What time range wuld yu like t cver in this pruning prfile? sectin: T prune data lder, select All data lder than: and then enter an integer in the text bx. Select Days, Weeks, Mnths r Years frm the drp-dwn menu. T prune data generated during a specific date range, select All data between, then select the desired starting and ending dates using the calendars. 5. Chse what t d with the pruned data in What actin wuld yu like t perfrm n the pruned data? sectin: Select Delete Data t directly delete the jb data frm the Reprt database. 34 DcAve 6: Reprt Center

35 Select Mve data t mve the jb data t an exprt lcatin. T designate an exprt lcatin t stre the pruned data, select an exprt lcatin frm the Exprt Lcatin drp-dwn menu, r click New Exprt Lcatin t create a new exprt lcatin. Fr the detailed instructins n cnfiguring a new exprt lcatin, refer t Creating an Exprt Lcatin. 6. Chse whether r nt t set a schedule t run this prfile n a regular basis, r t run this prfile manually in Prfile Manager: N Schedule Select this t run the prfile manually in Prfile Manager. Cnfigure the schedule myself Select this ptin t cnfigure the time yu want this prfile t run. A schedule cnfiguratin area appears. Yu can custmize the schedule with the fllwing ptins: Start time Select the date and time t start running this prfile. *Nte: The start time cannt be earlier than the current time. Interval Enter an integer int the text bx and select by Hur(s), Day(s), Week(s), r Mnth(s). This prfile will run repeatedly based n this schedule until manually stpped Click Calendar View t see the schedule in a calendar. Schedule ending Designate when t stp running this prfile. Select N end date fr this prfile t run repeatedly until yu stp it manually. Select End after ccurrence(s) t stp running this prfile after the number f ccurrences yu designate in the text bx. Select End by t select the end date and time fr this prfile t stp being run. 7. Wuld yu like t ntify users f the jb status? Send the ntificatins accrding t the cnfiguratins f this prfile. Select an existing ntificatin prfile frm the drpdwn menu, r click New Ntificatin t create a new ne. Refer t the User Ntificatin Settings sectin in the DcAve 6 Cntrl Panel Reference Guide fr mre infrmatin. 8. Click Save and Run Nw t save the prfile and run it immediately, Save t save the prfile, r Cancel t return t the Prfile Manager interface withut saving these cnfiguratins. Using Prfile Manager Prfile Manager f Activity Histry Pruning prvides yu with a centralized lcatin t view and edit yur Activity Histry Pruning prfiles. T access Prfile Manager, click the Settings tab in Reprt Center, and then click Activity Histry Pruning n the ribbn. Yu will see a list f yur previusly created prfiles in the Prfile Manager viewing pane. T change the number f prfiles displayed per page, select the desired number frm the Shw rws drp-dwn menu in the lwer-right crner. T srt the prfiles, click n a clumn heading Prfile Name and Actin t Take. DcAve 6: Reprt Center 35

36 On the bttm message bar, yu will see the selectin status f the prfiles. Click Clear Selectin n the message bar t deselect all f the selected checkbxes. Operatins in Prfile Manager Once yu have cnfigured Prfile Manager t display the prfiles f yur chice, yu can perfrm the fllwing actins n yur prfiles: View Details Select a prfile, and then click View Details n the ribbn t pen the View Details page t view cnfiguratins f the selected prfile. Edit Select a prfile, then click Edit n the ribbn t pen the prfile editing page. Here yu can make changes t the cnfiguratins f the selected prfile. T save yur cnfiguratins f the prfiles, click Save and make a selectin frm the drp-dwn list: Click Save t save any changes made t the prfile, and return t the Prfile Manager page. Click Save and Run Nw t save any changes made t the prfile, and run a jb f this prfile immediately. If yu d nt want t save the changes t the prfile, click Cancel t clse the prfile editing page withut saving any changes. Delete Select a prfile, then click Delete n the ribbn t delete the prfile. A windw pps up t cnfirm that yu want t prceed with deleting the selected prfile. Click OK t delete the prfile, r click Cancel t return t the Prfile Manager page withut deleting the prfile. Run Nw Select a prfile, then click Run Nw t run the selected prfile immediately. Restre Pruned Data Restre the data mved t exprted lcatins by previusly finished pruning jbs f Mve Data prfiles. Fr details, see Restring Pruned Data in the Restre Interface. *Nte: The data deleted by the jbs f the prfiles with the Delete data ptin selected cannt be restred. Jb Mnitr Keep track f running prfiles and scheduled prfiles. T access the jbs f each prfile, click Jb Mnitr n the ribbn. Fr mre infrmatin abut using Jb Mnitr, refer t the DcAve 6 Jb Mnitr User Guide. Restring Pruned Data in the Restre Interface Using the Restre interface f Activity Histry Pruning, yu can restre the jb data mved t exprt lcatins by previusly finished Mve Data pruning jbs by cmpleting the fllwing steps. 1. T access the Restre interface frm Prfile Manager, chse either f the fllwing methds: 36 DcAve 6: Reprt Center

37 Click Restre Pruned Data n the ribbn f Prfile Manager. All the Activity Histry Pruning jbs which mved data t exprted lcatins run within the current mnth will be displayed in the viewing pane f the Restre interface. T view the finished jbs f the selected Activity Histry Pruning prfiles, select the prfiles whse jbs yu want t view in Prfile Manager, and click Restre Pruned Data n the ribbn. All the finished jbs f the selected prfiles will be displayed in the viewing pane f the Restre interface. 2. Cnfigure the settings in the Set Filter area t limit r expand the jbs laded in the viewing pane f the Restre interface. The default filter rule includes all f the finished Mve Data pruning jbs within the current mnth. Fr detailed instructins n using Set Filter, see Setting Filter fr Activity Histry Pruning Jbs. 3. After applying the Set Filter settings, all the jbs that meet the cnfigured filter rules are displayed in the viewing pane. Yu can als perfrm the fllwing peratins t determine hw the jbs are displayed in the viewing pane. List View Click this buttn t view jb infrmatin in table frmat. List View is the default view f the viewing pane fr the Restre interface. Calendar View Click this buttn t view jb infrmatin in calendar view. Search Filter the jbs displayed by the keywrd yu designate. The keywrd must be cntained in a clumn value. At the tp f the viewing pane, enter the keywrd fr the jbs yu want t view. Yu can select t Search all pages r Search current page. 4. Select the jbs that pruned the data yu want t restre and click Restre n the ribbn t start restring the data. Setting Filter fr Activity Histry Pruning Jbs T set the filter criteria t extend r limit the jbs displayed in the viewing pane via the Set Filter feature, cmplete the fllwing steps: 1. Click Set Filter abve the viewing pane t access the Set Filter windw. 2. Filter by Prfile Filter the jbs by prfile name. Select the prfiles yu want t run frm the Prfile Name drp-dwn list, r select All Prfiles t display all jbs. 3. Filter by Time Range Filter the jbs by finished time f pruning jb r generated time f pruned data. Filter by jb finished time Filter the jbs by finished time f pruning jbs. All jbs Select this ptin t display all Finished/Finished with Exceptin Activity Histry Pruning jbs. Jb finished within Select this ptin t select a date range frm the drpdwn list. All f the Finished/Finished with Exceptin Activity Histry Pruning jbs whse finish time is in the specified date range will be displayed. DcAve 6: Reprt Center 37

38 Filter by data generated time Filter the jbs by generated time f pruned data by selecting a date range frm the drp-dwn list. All f the jbs that pruned the data generated within the specified date range will be displayed. 4. Click Filter t apply the cnfigured filter criteria. All Activity Histry Pruning jbs that meet the criteria are listed in the viewing pane. T reset all filter criteria, click Reset.T return t the viewing pane withut applying the filter criteria, click Back. IIS Lgging IIS Lgging allws DcAve t retrieve data frm the IIS Lg. By cnfiguring the IIS Lgging settings, yu can btain reprts fr Dwnlad Ranking, Failed Lgin Attempts, and Page Traffic. T ensure that Reprt Center can retrieve all f the required data frm the IIS lgs fr these reprts n SharePint ndes, the IIS lgging settings f IIS websites cntaining the crrespnding SharePint ndes must be in the W3C frmat with all f the lgging fields selected. Instead, if yu d nt want t lg all f the fields thrugh the cnfiguratin f the IIS Lgging in Reprt Center, make sure the required fields are selected as needed t retrieve data fr Dwnlad Ranking, Failed Lgin Attempts, r Page Traffic, as well as fr retrieving IIS lgs and lgging surce IP t retrieve data fr Audit Reprts. Fr details, refer t Appendix D: Required W3C Lgging Fields fr Specific Functins. T cnfigure IIS Lgging settings, cmplete the fllwing steps: 1. In the Settings tab f Reprt Center, click IIS Lgging. A windw appears with a list f all Web applicatins allwing yu t mdify the IIS Lgging settings fr each Web applicatin. 2. Select a Web applicatin by checking its crrespnding checkbx. Then click either Select All Fields r Rllback n the ribbn. Select All Fields Include all f the IIS lgging fields fr data cllectin. Rllback Returns IIS lgging cnfiguratin t the previus state. *Nte: DcAve will nt autmatically restre the IIS lg settings t the riginal value after the uninstallatin. Yu must set it t the riginal value in this interface befre uninstalling DcAve. Reprting Service Reprting Service extracts data frm the SQL Reprting Services fr Reprt Center. Reprting Center als enables Reprt Center t exprt Usage, Infrastructure, and DcAve Reprts in several frmats, including PDF, TIF, XML, and MHTML. *Nte: DcAve 6 Service Pack 1 and later versins supprt generating CSV, XLS, and, XLSX reprts in all the reprt categries withut the need t cnfigure Reprting Service. When the Reprting Service is nt cnfigured, yu can als generate the PDF reprt in Cmpliance Reprts. T cnfigure Reprting Services fr Reprt Center, cmplete the fllwing steps: 38 DcAve 6: Reprt Center

39 1. In the Settings tab f Reprt Center, click Reprting Service. The Reprting Services cnfiguratin windw appears. 2. Check the SQL Reprting Services Cnfiguratin checkbx t enable Reprting Services. 3. Enter the Web Service URL, and then enter the Username and Passwrd in the apprpriate text bx. This prvides Reprt Center with the Reprt Server Web Service URL used t cnnect t the SQL reprting service. 4. Select which type f authenticatin methd t use t access the database. Then enter the Accunt and Passwrd. *Nte: Use the same credentials as yu did when yu set up Reprting Service n the SQL server. 5. If yu want t stre the reprt definitin dcuments in a SharePint library, check the SharePint Integrated checkbx t use SharePint Integrated mde. Enter the Dcument Library URL f the dcument library used t stre the reprt file, and then enter the Username and Passwrd in the apprpriate text bxes. *Nte: SharePint Integrated mde is nt supprted in SQL Server If yu are using SQL Server 2012 in SharePint integrated mde, yu can still exprt reprts t UNC paths r SharePint libraries. Hwever, yu are nt able t cnfigure the SQL Server Reprting Services in DcAve fr exprting additinal exprt reprts in TIF, XML and, MHTML frmats. Yu can nly exprt reprts in XLS, XLSX, and CSV frmats (and.pdf frmat fr Cmpliance Reprts). T cnfigure the SQL Server Reprting Services fr SQL Server 2012, change yur SQL Server Reprting Services t native mde. Click Save t save the cnfiguratin. Click Cancel t g back t the Settings interface withut saving any changes. Crss-Farm Service Cnfiguratin Crss-Farm Service Cnfiguratin specifies whether t cllect data frm the shared services f the publishing farm when generating reprts n the cnsuming farm. The Crss-Farm Service Cnfiguratin n Web Analytics Service Applicatin (nly available in SharePint 2010), User Prfile Service Applicatin, and Search Service Applicatin can currently be used t generate the Search Usage reprts, Referrer reprts, Cnfiguratin reprts, and reprts in the Usage Activity Web parts. A cnsuming farm is the farm using the service applicatins shared by the publishing farm, while the publishing farm is the farm sharing its service applicatins t ther farms. The cnsuming farm can be its wn publishing farm at the same time. T cnfigure the Crss-Farm Service Cnfiguratin fr the Reprt Center, click Crss-Farm Service Cnfiguratin in the Settings tab f Reprt Center. The Crss-Farm Service Cnfiguratin page pens with a list f shared service applicatins fr the cnsuming farm and publishing farm. Yu can perfrm the fllwing actins in this windw: DcAve 6: Reprt Center 39

40 Cnfigure Designate shared service applicatins fr the cnsuming farm where yu can cllect data fr the reprt as yu want. Click Cnfigure n the ribbn t make the fllwing cnfiguratins: Cnsuming Farm Select the farm frm the Cnsuming Farm drp-dwn menu which will be cnfigured fr the shared service applicatins it can use frm the publishing farms. The shared service applicatins that the cnsuming farm has been using will appear and stay checked in the pane belw. Check the checkbxes next t the services that yu want t use acrss the farm. The cnfiguratin cannt change the usage status f the service applicatins in SharePint, because it nly enables Reprt Center t generate related reprts depending n the data f thse service applicatins. *Nte: T ensure Reprt Center can cllect the data f the selected shared service applicatins while generating reprts, DcAve Agents must be running n the servers where the crrespnding shared services are enabled. Rediscver Click Rediscver t return t the riginal SharePint service usages status f the selected cnsuming farm. Click Save t save the cnfiguratin. Click Cancel t return withut saving any changes. Rediscver All Clear all the saved Crss-Farm Service Cnfiguratin and revert back the shared service applicatin usage status t the riginal SharePint service usage status f all the listed farms. Delete Click Delete under the Delete clumn in the table t remve the crrespnding shared service applicatin usage. Click Save t save the cnfiguratin. Click Cancel t g back t the setting page withut saving any changes. Audit Cntrller Audit Cntrller leverages DcAve and native SharePint functinalities t allw DcAve Auditr in Reprt Center t btain user peratin infrmatin at varius SharePint bject levels: frm the Web applicatins t items. By creating plans in Audit Cntrller, yu can fully custmize what data t cllect and frm where. When creating plans, yu can: Cnfigure rules in Audit Cntrller t custmize which audit recrd events t cllect frm SharePint. Create filters s that these rules are nly applied t the designated bjects, users, r AD prfiles. Cnfigure Audit Cntrller rules t either verwrite previus rules r append t thse rules if there are verlaps. 40 DcAve 6: Reprt Center

41 Leverage DcAve Reprt Service t retrieve IIS lgs and the lg surce IP. Schedule the plans t apply rules and retrieve data r manually apply the rule and retrieve data. Click Jb Mnitr n the ribbn f the Audit Cntrller page t see Audit Cntrl jb prgress r check the details f the jbs. Fr mre infrmatin abut using Jb Mnitr, refer t the DcAve 6 Jb Mnitr User Guide. T access functins in Audit Cntrller, in the Settings tab f Reprt Center, click Audit Cntrller n the ribbn. Yu will be brught t the Audit Cntrller interface. Building Plans In Audit Cntrller, there are tw ways t build plans: Wizard Mde Fr thse unfamiliar with creating Audit Cntrller plans, Wizard Mde prvides step-by-step guidance. Frm Mde Fr mre experienced users, Frm Mde prvides yu with a cnslidated interface where yu can cnfigure yur Audit Cntrller plan. *Nte: Fields marked with a * are required fields. Wizard Mde T build a new Audit Cntrller plan with the wizard, click Plan Builder in the Audit Cntrller interface and then select Wizard Mde frm the drp-dwn menu. T create yur plan, cmplete the fllwing steps: 1. What wuld yu like t name this plan? Enter a Plan Name. Enter an ptinal Descriptin fr future reference. Click Next. 2. Which peratins wuld yu like t d with this plan? Chse the actins yu want this plan t perfrm: Apply Rule enables the auditing f the selected actins n the specified SharePint scpe. Retrieve Data retrieves the auditing recrds frm SharePint and stres them in the DcAve Auditr database. Click Next t g t the next step. 3. Scpe Select the desired scpe fr this plan t audit by clicking n bject names t expand the data tree r entering a URL r bject name in the search text bx abve the tree. T narrw dwn the search criteria and display fewer ndes under a particular farm/web applicatin level nde, a Sites nde, r a Lists nde n the tree, right-click the nde and select Advanced Search t access the Advanced Search interface. Fr detailed instructins n using the Advanced Search feature, refer t Searching Ndes Using the Advanced Search Feature. Check the checkbxes next t the desired bjects t begin cnfiguring the audit settings. T cnfigure DcAve 6: Reprt Center 41

42 settings fr an individual nde, select an bject, and then click Edit Rules Individually next t the bject name. Wuld yu als like t audit these actins in lwer bject levels? This sectin is nly available when site r list level ndes are selected in the Scpe pane. Select the Trickle dwn checkbx if yu want t audit the data f the child bjects under the selected bject. If yu d nt select the Trickle dwn, DcAve will nly audit the selected bjects and ignre the child bjects under them. The Trickle dwn ptin is unavailable fr ndes at the site cllectin r abve level because the child bjects f site cllectins are autmatically audited. *Nte: If the Trickle dwn settings n the selected ndes are cnfigured differently at an individual level, the Trickle dwn checkbx will be greyed ut. Click Set All t Default if yu need t clear the existing trickle dwn settings n the selected ndes, and then perfrm the cnfiguratin in bulk. Which audit events wuld yu like t audit? Check the crrespnding checkbxes f the audit recrd events yu want t audit in the selected ndes. In the Which audit events wuld yu like t audit? area fr an individual nde, yu can view the audit events that are currently being audited in this nde by clicking the link here at the bttm f the page. *Nte: If different audit events are selected fr individual ndes, the settings area fr selecting audit events fr the selected scpe in bulk will be disabled. Click Set All t default if yu need t clear all f the individual selectins fr yur selected ndes, and then perfrm the cnfiguratin in bulk. *Nte: If yu want t audit the Site Cllectin Deletin r Site Creatin actins, make sure the SP2010AuditrMnitr.wsp slutin has already been deplyed. Refer t the Slutin Manager sectin in the DcAve 6 Cntrl Panel Reference Guide fr the detailed instructins t deply this slutin. After yu have finished the cnfiguratin, click Next t g t the next step. 4. Optins Cnfigure the Apply Rule Settings and Retrieve Data Settings. These cnfiguratins are ptinal. Apply Rule Settings Cnfigure the filter plicy, peratin settings, and schedule fr applying the audit rules. Wuld yu like t filter the scpe fr applying the audit rules? This field is nly available when SharePint n-premises ndes are selected in the Scpe pane in step 3. Designate the specific bjects r data yu want t filter. Click the Add a Filter Categry link t add a categry, and then select Site Cllectin, Site, r List/Library frm the drp-dwn menu t specify the bjects yu want 42 DcAve 6: Reprt Center

43 t audit. Click Add a Criterin, make selectins in the Rule and Cnditin drpdwn lists and then enter a value in the Value text bx. Repeat this step t create additinal criteria. Click plicies. t delete any f the filter What wuld yu like t d with existing audit actins? Cnfigure hw the new rules f this plan are handled when there are already auditing rules cnfigured fr the same SharePint bject. Select ne f the fllwing ptins frm the drp-dwn list: Overwrite Overwrite the riginal audit actins f the specified ndes with the new nes. Append Append the new audit actins t the existing nes. Hw shuld the schedule be defined? Select the type f schedule t apply the audit rule by chsing ne f the fllwing ptins: N schedule and Cnfigure the schedule myself. Select N schedule t retrieve auditing data f this plan manually frm Plan Manager. Select Cnfigure the schedule myself t cnfigure the specified time yu want t retrieve the plan s auditing data. A separate Schedule cnfiguratin area appears when yu select this ptin where yu can custmize the schedule with the fllwing ptins: Start time Select the date and time fr the rules f this plan t be applied. *Nte: The start time cannt be earlier than the current time. Interval Enter an integer in the text bx and select by Hur(s), Day(s, Week(s), r Mnth(s). The rules f this plan will be applied repeatedly based n this schedule. Click Calendar View t see the schedules in a calendar. Schedule ending Designate when t stp applying the rules f this plan. Select N end date fr the rules f this plan t be applied repeatedly until yu stp it manually. Select End after ccurrence(s) t have the jb stpped after a defined number f ccurrences. Select End by t specify the exact date and time fr this rule t stp being applied. Wuld yu like t have the audit lg fr the selected ndes autmatically trimmed? This field is nly available when the ndes under My Registered Sites are selected in the Scpe pane in step 3. This field is used t determine whether r nt the audit lg fr the selected ndes shuld be autmatically trimmed. If yes, select the Delete auditr data in SharePint lder than _ days checkbx and then enter the number f days t retain audit lg data. DcAve 6: Reprt Center 43

44 Retrieve Data Settings Cnfigure the filter plicy, advanced rules, and schedule fr retrieving the auditing data. Wuld yu like t filter the bjects whse audit data will be retrieved? Designate the specific bjects r data yu want t filter. Click the Add a Filter Categry link t add a categry, and then select Site Cllectin, URL, User, r AD Prfile frm the drp-dwn menu t specify the bjects cntaining the audit data yu want t retrieve. Click Add a Criterin, make selectins in the Rule and Cnditin drp-dwn lists, and then enter a value in the Value text bx. Nte the fllwing: The Custm Prperty: Text criterin in the Site Cllectin categry filters the site cllectins created by Gvernance Autmatin. The AD Prfile categry is nly available when SharePint n-premises ndes are selected in the Scpe pane in step 3. Repeat this step t create additinal criteria. Click the delete buttn ( want t delete any f the filter plicies yu have cnfigured. ) if yu Wuld yu like t cnfigure advanced settings fr retrieving data? This field is nly available when SharePint n-premises ndes are selected in the Scpe pane in step 3. Cnfigure the fllwing advanced settings fr retrieving audit data: Retrieve IIS Lgs Check this checkbx t have view item type lgs frm IIS lg retrieved. The retrieved IIS lg item infrmatin will appear in the reprt. *Nte: Retrieving IIS lgs may slw dwn the retrieving jb perfrmance. Lg surce IP Check this checkbx t retrieve the infrmatin abut the surce IP f the hst that accessed the selected nde. Retrieve Deleted Site Cllectin Data (nly fr web applicatin level) Check this checkbx t retrieve the auditing data f the deleted Site Cllectin. Delete auditr data in SharePint lder than day(s) Select this checkbx t delete the auditing data in SharePint that is lder than a specified number f days, if yu have DcAve auditr cnfigured t cllect and retain the data. Track bject last accessed time Select this checkbx t run a separate jb that cllects data fr the Last Accessed Time filter criterin in Archiver and Strage Manager. Hw shuld the schedule be defined? Specify the type f schedule t retrieve auditing data by chsing ne f the fllwing ptins: N schedule and Cnfigure the schedule myself. Select N schedule t retrieve auditing data f 44 DcAve 6: Reprt Center

45 this plan manually frm Plan Manager. Select Cnfigure the schedule myself t cnfigure the specified time yu want t retrieve the plan s auditing data. A separate Schedule cnfiguratin area appears when yu select this ptin where yu can custmize the schedule with the fllwing ptins: Start time Select the date and time fr the auditing data f this plan t be retrieved. *Nte: The start time cannt be earlier than the current time. Interval Enter an integer in the text bx and select by Hur(s), Day(s), Week(s), r Mnth(s). The auditing data f this plan will be retrieved repeatedly based n this schedule. Click Calendar View t see the schedules in a calendar. Schedule ending Designate when t stp retrieving the auditing data f this plan. Select N end date fr the auditing data f this plan t be retrieved until yu stp it manually. Select End after ccurrence(s) t have the jb stpped after a number defined ccurrences. Select End by t specify the exact date and time fr the auditing data t stp being retrieved. Wuld yu like t ntify users f the jb status? Send ntificatins fr the jbs f this plan. Select an existing ntificatin prfile frm the drp-dwn menu, r click New Ntificatin t create a new ne. Refer t the User Ntificatin Settings sectin in the DcAve 6 Cntrl Panel Reference Guide fr mre infrmatin. After yu have finished the cnfiguratin, click Next t g t the next step. 5. Overview Review and edit the cnfigured selectins fr this plan in the Overview pane. In the Settings tab, click Edit in the any sectin t make changes. T view r change the scpe fr this plan, click the Scpe tab. 6. Review and edit the cnfigured selectins fr this plan. Click Finish and chse frm the fllwing three ptins in the drp-dwn list r click Cancel t leave this page withut saving any f yur changes: Frm Mde Click Finish t save the plan. Yu can view r manage this plan in Plan Manager. Click Finish and Apply Rule t save the plan, and then apply the cnfigured auditing rules. Click Finish and Retrieve Data t save the plan, and then retrieve the auditing data. T build a new Audit Cntrller plan with the frm, click Plan Builder n the Audit Cntrller page, and then select Frm Mde frm the drp-dwn list. T create a plan using Frm Mde, cmplete the fllwing steps: 1. Scpe Select the desired scpe fr this plan t audit by clicking n bject names t expand the data tree r entering a URL r bject name in the search text bx abve the tree. Check the DcAve 6: Reprt Center 45

46 checkbxes next t the desired ndes t begin cnfiguring the audit settings in the pane t the right. T cnfigure settings fr an individual nde, select it, and then click Edit Rules Individually next t the name. 2. What wuld yu like t name this plan? Enter a Plan Name. Enter an ptinal Descriptin fr future reference. 3. Which peratins wuld yu like t d with this plan? Chse the actins yu want t this plan t perfrm: Apply Rule enables the auditing f the selected actins n the specified SharePint scpe. Retrieve Data retrieves the auditing recrds frm SharePint and stres them in the DcAve Auditr database. 4. Wuld yu als like t audit these actins in lwer bject levels? This sectin is nly available when site r list level ndes are selected in the Scpe pane in step 1. Select the Trickle dwn checkbx if yu want t audit the data f the child bjects under the selected bject. If yu d nt select the Trickle dwn, DcAve will nly audit the selected bjects and ignre the child bjects under them The Trickle dwn ptin is unavailable fr ndes at the site cllectin r abve level because the child bjects f the site cllectin are autmatically audited. *Nte: If the Trickle dwn settings n the selected ndes are cnfigured differently at an individual level, the Trickle dwn checkbx will be greyed ut. Click Set All t Default if yu need t clear the existing trickle dwn settings n the selected ndes, and then perfrm the cnfiguratin in bulk. 5. Which audit events wuld yu like t audit? Select the crrespnding checkbxes f the audit recrd events yu want t mnitr. In the Which audit events wuld yu like t audit? area fr an individual nde, yu can view the audit events that are currently being audited in this nde by clicking the link here at the bttm f the page. *Nte: If different audit events are selected fr individual ndes, the settings area fr selecting audit events fr the selected scpe in bulk will be disabled. Click Set all t default if yu need t clear all f the individual selectins fr yur selected ndes, and then perfrm the cnfiguratin in bulk. *Nte: If yu want t audit the Site Cllectin Deletin r Site Creatin actins, make sure the SP2010AuditrMnitr.wsp slutin has already been deplyed. Refer t the Slutin Manager sectin in the DcAve 6 Cntrl Panel Reference Guide fr the detailed instructins t deply this slutin. 6. Apply Rule Settings Cnfigure the filter plicy, peratin settings, and schedule fr applying the audit rules. Wuld yu like t filter the scpe fr applying the audit rules? This field is nly available when SharePint n-premises ndes are selected in the Scpe pane in step 1. Designate the specific bjects r data yu want t filter. Click the Add a Filter Categry 46 DcAve 6: Reprt Center

47 link t add a categry, and then select Site Cllectin, Site, r List/Library frm the drp-dwn menu t specify the bjects yu want t audit. Click Add a Criterin, make selectins in the Rule and Cnditin drp-dwn lists, and then enter a value in the Value text bx. Repeat this step t create additinal criteria. Click the delete ( f the filter plicies. ) buttn t delete any What wuld yu like t d with existing audit actins? Cnfigure hw the new rules f this plan are handled when there are already auditing rules cnfigured fr the same SharePint bject. Select ne f the fllwing ptins frm the drp-dwn list: Overwrite Overwrite the riginal audit actins f the specified ndes with the new nes. Append Append the new audit actins t the existing nes. Hw shuld the schedule be defined? Specify the type f schedule t apply the audit rule by chsing ne f the fllwing ptins: N schedule Apply the rules f this plan manually frm Plan Manager. Cnfigure the schedule myself Cnfigure the specific time yu want the rules f this plan be applied. A separate Schedule cnfiguratin area appears when yu select this ptin where yu can custmize the schedule with the fllwing ptins: Start time Select the date and time fr the rules f this plan t be applied. *Nte: The start time cannt be earlier than the current time. Interval Enter an integer in the text bx and select by Hur(s), Day(s), Week(s), r Mnth(s). The rules f this plan will be applied repeatedly based n this schedule. Click Calendar View t see the schedules in a calendar. Schedule ending Designate when t stp applying the rules f this plan. Select N end date fr the rules f this plan t be applied repeatedly until yu stp it manually. Select End after ccurrence(s) t have the jb stpped after a defined number f ccurrences. Select End by t specify the exact date and time fr this rule t stp being applied. Wuld yu like t have the audit lg fr the selected ndes autmatically trimmed? This field is nly available when ndes under the My Registered Sites are selected in the Scpe pane in step 1. This field is used t determine whether r nt the audit lg fr the selected ndes shuld be autmatically trimmed. If yes, select the Delete auditr data in SharePint lder than _ days checkbx and then enter the number f days t retain audit lg data. 7. Retrieve Data Settings Cnfigure the filter plicy, advanced rules, and schedule fr retrieving the auditing data. DcAve 6: Reprt Center 47

48 Wuld yu like t filter the bjects whse audit data will be retrieved? Designate the specific bjects r data yu want t filter. Click the Add a Filter Categry link t add a categry, and then select Site Cllectin, URL, User, r AD Prfile frm the drp-dwn menu t specify the bjects cntaining the audit data yu want t retrieve. Click Add a Criterin, make selectins in the Rule and Cnditin drp-dwn lists, and then enter a value in the Value text bx. Nte the fllwing: The Custm Prperty: Text criterin in the Site Cllectin filters the data f site cllectins created by Gvernance Autmatin. The AD Prfile categry is nly available when SharePint n-premises ndes are selected in the Scpe pane in step 1. Repeat this step t create additinal criteria. Click the delete ( delete any f the filter plicies yu have cnfigured. ) buttn if yu want t Wuld yu like t cnfigure advanced settings fr retrieving data? This field is nly available when SharePint n-premises ndes are selected in the Scpe pane in step 1. Cnfigure the fllwing advanced settings fr retrieving the audit data: Retrieve IIS Lgs Check this checkbx t have view item type lgs frm IIS lg retrieved. The retrieved IIS lg item infrmatin will appear in the reprt. *Nte: Retrieving IIS lgs may slw dwn the retrieving jb perfrmance. Lg surce IP Check this checkbx t retrieve the infrmatin abut the surce IP f the hst wh accessed the selected nde. Retrieve Deleted Site Cllectin Data (nly fr web applicatin level) Check this checkbx t retrieve the auditing data f the deleted Site Cllectin. Delete auditr data in SharePint lder than day(s) Select this checkbx t delete the auditing data in SharePint that is lder than a specified number f days, if yu have DcAve auditr cnfigured t cllect and retain the data. The default threshld is seven (7) days. Track bject last accessed time Select this checkbx t run a separate jb that cllects data fr the Last Accessed Time filter criterin in Archiver and Strage Manager. Hw shuld the schedule be defined? Specify the type f schedule t retrieve auditing data by chsing ne f the fllwing ptins: N Schedule Retrieve auditing data f this plan manually frm Plan Manager. Cnfigure the schedule myself Cnfigure the specific time yu want t retrieve the plan s auditing data. A separate Schedule cnfiguratin area appears when yu select this ptin where yu can custmize the schedule with the fllwing ptins: 48 DcAve 6: Reprt Center

49 Start time Select the date and time fr the auditing data f this plan t be retrieved. *Nte: The start time cannt be earlier than the current time. Interval Enter an integer in the text bx and select by Hur(s), Day(s), Week(s), r Mnth(s). The auditing data f this plan will be retrieved repeatedly based n this schedule. Click Calendar View t see the schedules in a calendar. Schedule ending Designate when t stp retrieving the auditing data f this plan. Select N end date fr the auditing data f this plan t be retrieved repeatedly until yu stp it manually. Select End after ccurrence(s) t have the jb stpped after the defined ccurrences yu designate in the text bx. Select End by t specify the exact date and time fr the auditing data t stp being retrieved. 8. Wuld yu like t ntify users f the jb status? Send ntificatins fr the jbs f this plan. Select an existing ntificatin prfile frm the drp-dwn menu, r click New Ntificatin t create a new ne. Refer t the User Ntificatin Settings sectin in the DcAve 6 Cntrl Panel Reference Guide fr mre infrmatin. 9. Review and edit the cnfigured selectins fr this plan. Click Finish and chse frm the fllwing three ptins in the drp-dwn list, r click Cancel t leave this page withut saving any f yur changes: Click Finish t save the plan. Yu can view r manage this plan in Plan Manager. Click Finish and Apply Rule t save the plan, and then apply the cnfigured auditing rule. Click Finish and Retrieve Data t save the plan, and then retrieve the auditing data. Using Plan Manager Plan Manager prvides yu with a centralized lcatin t view and edit yur previusly created audit plans. In the Audit Cntrller page f Reprt Center, click Plan Manager n the ribbn t see a list f yur previusly created plans in the Plan Manager viewing pane. T change the number f plans displayed per page, select the desired number frm the Shw rws drp-dwn menu in the lwer righthand crner. T srt the plans, click n a clumn heading such as Plan Name, Plan Type, Farm, r Last Mdified Time. On the bttm message bar, yu will see the selectin status f the plans. Click Clear Selectin n the message bar t deselect all f the selected checkbxes. Operatins in Plan Manager Yu can perfrm the fllwing actins n yur plans with the Plan Manager: DcAve 6: Reprt Center 49

50 View Details Select a plan and then click View Details n the ribbn t pen the View Details page, which will shw the Settings and Audit Rules f the selected plan. Click Edit in View Detail interface t make changes t the plan. When yu are finished reviewing the plan, click Clse t return t the Plan Manager page. Edit Select a plan and then click Edit n the ribbn t pen the Frm Mde plan editing page. Yu can make changes t the scpe and settings f the selected plan here. T save the plan: Click Save and then make a selectin frm the drp-dwn list: Click Save t save any changes made t the plan and return t the Plan Manager page. Click Save As t save the changes as a new plan. Enter a name fr the new plan and then click OK t save the new plan. Click Save and Apply Rule t save any changes made t the plan and apply the rules f the selected plan. Click Save and Retrieve Data t save any changes made t the plan and retrieve the data frm the selected ndes. Click Reset t reverse any changes made back t the previusly saved settings in any f the fields. Click Cancel t clse the plan editing page withut saving any changes. Delete Select a plan and click Delete n the ribbn t delete the plan. A pp-up windw appears t cnfirm that yu want t prceed. Click OK t delete the plan r click Cancel. Apply Rule Select a plan and then click Apply Rule n the ribbn t apply the rules f the selected plan. Retrieve Data Select a plan and then click Retrieve Data n the ribbn t retrieve the data frm the selected ndes. *Nte: Prir t retrieving audit data frm particular SharePint ndes, yu must enable the audit settings f the desired ndes. *Nte: The lwest level nde that can be retrieved is site cllectin. If yu select a site r list, data frm the crrespnding parent site cllectin will be retrieved. Jb Mnitr Can help yu keep track f running reprts and scheduled reprts. T access the jbs f each mdule, click Jb Mnitr n the ribbn. Fr mre infrmatin abut using Jb Mnitr, refer t the DcAve 6 Jb Mnitr User Guide. When yu are finished viewing and editing yur plans, click Back n the ribbn t return t the Audit Cntrller page. T exit the Audit Cntrller page, click Back n the ribbn f the Audit Cntrller interface t return t the Settings page. 50 DcAve 6: Reprt Center

51 Audit Pruning Audit Pruning allws yu t delete the retrieved SharePint audit data frm the DcAve Auditr database after a specified amunt f time. By creating prfiles in Audit Pruning, yu can autmate the deletin f utdated audit data. When creating an Audit Pruning prfile, yu can: Cnfigure the time range fr pruning audit data. The audit data generated within the specified time range will be autmatically pruned. Specify where, at the Web applicatin r site cllectin level f SharePint n-premises r at the site cllectin level f SharePint Online, t delete audit data. Chse t delete the data r simply mve it t anther lcatin. Set up a schedule in the prfile t prune data r run it manually, prviding yu with mre flexibility in the executin f Audit Pruning prfiles. Fr any prfiles yu run in Audit Pruning, r any future prfiles scheduled t run, yu can click Jb Mnitr n the ribbn f the Audit Pruning page r Prfile Manager page t see its prgress r check details abut the jb. Fr mre infrmatin abut using Jb Mnitr, refer t the DcAve 6 Jb Mnitr User Guide. T access functins in Audit Pruning, in the Settings tab f Reprt Center, click Audit Pruning n the ribbn t return t the Audit Pruning interface. Creating a Pruning Prfile Befre creating a pruning prfile, yu can cnfigure exprt lcatins, which are used by Reprt Center t stre the pruned auditing data. Fr details n hw t cnfigure exprt lcatins fr Reprt Center, see the Cnfiguring Exprt Lcatins sectin f the DcAve 6 Cntrl Panel Reference Guide. T create a pruning prfile, cmplete the fllwing steps: 1. In the Audit Pruning page in the Scpe pane, click n the apprpriate SharePint bject name and expand the data tree dwn t the desired bject level, r enter a URL/name in the search text bx abve the tree. Check the checkbxes next t the ndes yu want t view. 2. Click New n the ribbn. A pruning prfile creatin wrk space will appear next t the Scpe pane. 3. Enter a Prfile Name fr this new pruning prfile. Enter an ptinal Descriptin fr future reference. 4. Specify the auditing data yu want t prune in under What time range wuld yu like t cver in this pruning prfile: T prune data lder than a certain amunt f time, select All data lder than: and then enter an integer in the text bx, and select Hur(s), Day(s), Week(s) r Mnth(s) frm the drp-dwn menu. DcAve 6: Reprt Center 51

52 52 T prune data befre a certain date, select All data befre: and then click the calendar icn. A calendar will appear at yur cursr. Select the desired date and time f day, then click OK. T prune data between tw dates, select All data between, then select the desired date range. 5. Chse what t d with the pruned data in Hw wuld yu like t deal with the audit data specified abve?: Select Delete Data t delete the specified auditing data. Select Mve data t mve the specified auditing data t an exprt lcatin. Yu must designate an exprt lcatin in rder t have the data mved; Click the Exprt Lcatin drp-dwn menu, select a predefined exprt lcatin r click New Exprt Lcatin t create a new exprt lcatin. If yu chse New Exprt Lcatin in the Exprt Lcatin drp-dwn menu, a child windw will appears fr yu t cnfigure the new exprt lcatin. Fr the detailed instructins n cnfiguring a new exprt lcatin, refer t the Creating an Exprt Lcatin sectin in this user guide. 6. Cnfigure whether r nt t run this prfile at a scheduled time r manually frm Prfile Manager: N Schedule Select this t run this prfile manually frm Plan Manager. Cnfigure the schedule myself Select this ptin t cnfigure the specific time yu want this prfile t run. A schedule cnfiguratin area appears. Yu can custmize the schedule with the fllwing ptins: Start time Select the date and time fr this prfile t run. Interval Enter an integer int the text bx and select by Hur(s), Day(s), Week(s), r Mnth(s). This prfile will run repeatedly based n this schedule. Click Calendar View t see the schedule in a calendar. Schedule ending Designate when t stp running this prfile. Select N end date fr this prfile t run repeatedly until yu stp it manually. Select End after ccurrence(s) t stp running this prfile after the number f ccurrences yu designate in the text bx. Select End by t specify the exact date and time fr this prfile t stp being run. 7. Wuld yu like t receive ntificatins n the status f the pruning jb? Send ntificatins accrding t the cnfiguratins f this plan. Select an existing ntificatin prfile frm the drp-dwn menu r click New Ntificatin t create a new ne. Refer t the User Ntificatin Settings sectin in the DcAve 6 Cntrl Panel Reference Guide fr mre infrmatin. 8. When creating an Audit Pruning Prfile, yu can custmize which user t include r exclude, as well as which audit actins t include, when pruning auditing data. Click Advanced Data Selectin t access the User Filter and Actin Filter. Wuld yu like t filter any user activity? By default, Include all users are selected. T specify which users t include, select User(s) t include, then enter the usernames in the text bx in the fllwing frmat: AD User: dmain\username and separate each DcAve 6: Reprt Center

53 username with a semicln (;). T specify which users t exclude, select User(s) t exclude, then enter the usernames in the text bx in the fllwing frmat: AD User: dmain\username and separate each username with a semicln (;). Which audit actin wuld yu like t prune? Check the checkbx fr the audit actins that yu want t prune. 9. Click Save and Run Nw t save the prfile and run it immediately, Save t save the prfile, r Cancel t return t the Audit Pruning page withut saving these cnfiguratins. Using Prfile Manager Prfile Manager prvides yu with a central lcatin t view and edit audit pruning prfiles and the previusly run jbs fr the prfiles. In the Audit Pruning page in Reprt Center, click Prfile Manager n the ribbn. Yu will see a list f prfiles in the Prfile Manager viewing pane. T change the number f prfiles displayed per page, select the desired number frm the shw rws drp-dwn menu in the lwer right-hand crner. T srt the prfiles, click n a clumn heading such as Prfile Name, Actin t Take, r Last Pruned Time. On the bttm message bar, yu will see the selectin status f the prfiles. Click Clear Selectin n the message bar t deselect all f the selected checkbxes. Operatins in Prfile Manager Once yu have cnfigured Prfile Manager t display the plans f yur chice, yu can perfrm the fllwing actins n yur prfiles: View Details Select a prfile, and then click View Details n the ribbn t pen the View Details page t see cnfiguratins f the selected prfile. Yu can click Edit in View Detail interface t make changes t the prfile. When yu are finished reviewing the prfile, click Clse t return t the Prfile Manager page. View Jbs - Select a prfile and click View Jbs t see the jbs that have run fr this prfile. The View Jbs interface appears, displaying all f the previusly run jbs fr the selected prfile. Yu can perfrm the fllwing peratins n the jbs: Delete Select the jbs yu want t delete and click Delete n the ribbn t delete the jbs. A pp-up windw appears t cnfirm that yu want t prceed. Click OK t delete the jbs r click Cancel. Restre Select a jb f the Mve type and click Restre n the ribbn t restre the data mved t an exprt lcatin by this jb. *Nte: The data deleted by the jbs f the Delete type cannt be restred. Edit Select a prfile then click Edit n the ribbn t pen the prfile editing page. Here yu can make changes t the cnfiguratins f the selected prfile. T save yur cnfiguratins f the prfiles, click Save and make a selectin frm the drp-dwn list: DcAve 6: Reprt Center 53

54 Click Save t save any changes made t the prfile, and return t the Prfile Manager page. Click Save As t save the prfile alng with any changes made as a new prfile. A pp-up windw appears fr yu t input a name fr the new prfile. Click OK t save the new prfile and return t the Prfile Manager page. Click Save and Run Nw t save any changes made t the prfile, and run a jb f this prfile immediately. If yu d nt want t save the changes t the prfile, click Cancel t clse the prfile editing page withut saving any changes. Delete Select a prfile and click Delete n the ribbn t delete the prfile. A pp-up windw appears t cnfirm that yu want t prceed with deleting the selected prfile. Click OK t delete the prfile r click Cancel t return t the Prfile Manager page withut deleting the prfile. Run Nw Select a prfile and click Run Nw t run the selected prfile immediately. Jb Mnitr Yu can keep track f running reprts and scheduled reprts. T access the jbs f each mdule, click Jb Mnitr n the ribbn. Fr mre infrmatin abut using Jb Mnitr, refer t the DcAve 6 Jb Mnitr User Guide. When yu are finished viewing and editing yur plans, click Back t return t the Audit Cntrller page. T exit the Audit Cntrller page, click Back n the ribbn f the Audit Cntrller interface t return t the Settings page. Manage Feature Reprt Center prvides yu an integrated interface t manage all f the DcAve Reprt Center features. Yu can view and manage the status f the features as well as activate r deactivate the features n the specified SharePint site cllectins. Navigate t Reprt Center > Settings > Manage Feature t g t the Manage Feature interface t activate r deactivate the Reprt Center Dcument Auditing and Usage Activity Web Parts features. Managing the Dcument Auditing Feature By deplying the Dcument Auditing slutin (SP2010DcumentAuditing.wsp fr SharePint 2010 and SP2013DcumentAuditing.wsp fr SharePint 2013) n SharePint farms, Reprt Center adds the Dcument Auditing feature int SharePint site cllectins, which allws yu t view the audit histry f all dcuments within the site cllectin. Fr detailed infrmatin n deplying and using the Dcument Auditing feature in SharePint, refer t Dcument Auditing Feature. After the Dcument Auditing slutin is deplyed n yur SharePint farm, yu can activate the feature in SharePint site cllectins r thrugh the Manage Feature interface. T activate the feature in SharePint, refer t Activating Dcument Auditing Feature. In Manage Feature, yu can activate r 54 DcAve 6: Reprt Center

55 deactivate the feature n site cllectins and cnfigure the advanced settings fr the activatin f the feature in SharePint site cllectins. T manage the Dcument Auditing Feature thrugh Manage Feature, cmplete the fllwing steps: 1. In the Manage Feature interface, click Dcument Auditing n the ribbn. 2. In the interface fr managing the Dcument Auditing feature interface yu can perfrm the fllwing peratins: Advanced Settings Advanced settings will affect the activatin f the Dcument Auditing feature in SharePint site cllectins. T cnfigure the Advanced Settings fr a farm, select the checkbx next t the farms and click Advanced Settings n the ribbn. The Advanced Settings interface appears. Cnfigure the fllwing settings: Passwrd Check the Enable Passwrd checkbx and enter the passwrd in the Feature activatin passwrd and Cnfirm passwrd text bxes. Yu will be asked t enter this passwrd when activating the AvePint Dcument Auditing feature fr a specified site cllectin in SharePint. Legal Terms Enter yur legal terms fr managing this feature. The legal terms will be displayed when activating the AvePint Dcument Auditing feature fr a specified site cllectin in SharePint. The users must agree with the legal terms befre they activate this feature. Advanced Settings Cnfigure the Advanced Settings t be used when activating the feature. If yu select the Check style checkbx, the auditing data f the site cllectins in SharePint 2007 style will nt be cllected. If yu select the Check site cllectin size checkbx, enter an integer in the text bx and select MB r GB t set up the maximum site cllectin size. *Nte: If the site cllectin where yu want t activate the feature is beynd the cnfigured size limitatin, this feature will fail t activate. Activate Expand the tree t lad the site cllectin level and activate the Dcument Auditing feature n site cllectins via the fllwing methds: Click Activate in the Actins clumn besides the site cllectin where yu want t activate the Dcument Auditing feature. Select multiple site cllectins r check the Select All checkbx under ne Web applicatin where yu want t activate the Dcument Auditing feature and click Activate n the ribbn t perate the status f this feature in bulk. After the feature is activated n a site cllectin, the Status f the site cllectin becmes Active. Deactivate Expand the tree t lad the site cllectin level and then yu can deactivate the Dcument Auditing feature n site cllectins thrugh the fllwing methds: Click Deactivate in the Actins clumn besides the site cllectin where yu want t deactivate the Dcument Auditing feature. DcAve 6: Reprt Center 55

56 Select multiple site cllectins r check Select All checkbx under ne Web applicatin where yu want t deactivate the Dcument Auditing feature and click Deactivate n the ribbn t perate the status f this feature in bulk. After the feature is deactivated n a site cllectin, the Status f the site cllectin becmes Inactive. Managing the Usage Activity Web Parts Feature By deplying the Usage Activity Web Parts slutin (SP2010UsageActivityWebParts.wsp fr SharePint 2010 and SP2013UsageActivityWebParts.wsp fr SharePint 2013) n SharePint farms, Reprt Center adds the Usage Activity Web Parts feature int SharePint site cllectins. The Usage Activity Web Parts allw fr the creatin f scial Web parts that rank ppular dcuments, discussins, blg psts, wiki pages, and cntent cntributrs, as well as a dashbard Web part that displays usage analytics reprts. Fr detailed infrmatin abut deplying and using the Usage Activity Web Parts feature in SharePint, refer t Usage Activity Web Parts Feature. After the Usage Activity Web Parts slutin is deplyed n yur SharePint farm, yu can activate the feature in SharePint site cllectins r thrugh Manage Feature. T activate the feature in SharePint, refer t Activating the Usage Activity Web Parts Feature. T activate r deactivate the Usage Activity Web Parts feature in Manage Feature, cmplete the fllwing steps: 1. In the Manage Feature interface, click Usage Activity Web Parts n the ribbn. 2. In the interface fr managing the Usage Activity Web Parts feature, expand the tree t the site cllectin level and then yu can activate r deactivate the feature n site cllectins: Activate Click Activate in the Actins clumn next t the site cllectin where yu want t activate the feature. Yu can als select multiple site cllectins r check Select All checkbx under the Web applicatin and click Activate n the ribbn t perate the status f this feature in bulk. After the feature is activated n a site cllectin, the Status f the site cllectin becmes Active. Deactivate Click Deactivate in the Actins clumn besides the site cllectin where yu want t deactivate the feature. Yu can als select multiple site cllectins r check Select All checkbx under the Web applicatin, and then click Deactivate n the ribbn t change the status f this feature in bulk. After the feature is deactivated n a site cllectin, the Status f the site cllectin becmes Inactive. Exprt Lcatin Exprt Lcatin in Reprt Center allws yu t stre reprts in a designated strage device thrugh a universal naming cnventin (UNC) path r in a specified SharePint dcument library. Exprt lcatins are als used t stre pruned auditing data under a desired universal naming cnventin (UNC) path. 56 DcAve 6: Reprt Center

57 T cnfigure exprt lcatins, click Exprt Lcatins n the ribbn in the Settings tab f Reprt Center. *Nte: SharePint Fundatin users are unable t exprt reprts frm the web part. This is because the functinality is nt supprted by SharePint natively. Creating an Exprt Lcatin In the Exprt Lcatin interface in Reprt Center, click Create n the ribbn, then cnfigure the fllwing settings: 1. Name and Descriptin Enter a Name fr the new exprt lcatin. Then enter an ptinal Descriptin fr future reference. 2. Lcatin Type Specify the type f the exprt lcatin yu want t create frm the drp-dwn menu. UNC Path T use a net share lcatin as the exprt lcatin, select UNC Path frm the drp-dwn menu. The Path cnfiguratin area appears. Enter the UNC path fr this exprt lcatin and select a previusly created managed accunt frm the drp-dwn list r create a new ne t retrieve the accunt credentials t access this path. Fr mre infrmatin n cnfiguring a managed accunt, refer t DcAve 6 Cntrl Panel Reference Guide. Click Validatin Test t check that the entered infrmatin is crrect. Click Save t save these cnfiguratins, r click Cancel t clse the New Exprt Lcatin cnfiguratin interface withut saving any changes. SharePint Dcument Library T use dcument libraries in SharePint n-premises r SharePint Online as the exprt lcatin, select SharePint Dcument Library frm the drp-dwn menu. The SharePint Dcument Library cnfiguratin area appears. Cmplete the fllwing steps: i. Chse ne f the fllwing ptins: Check the Specify a Dcument library checkbx t select the farm r My Registered Sites, and enter the site URL and library name where yu want t stre the exprted reprt files. Check the Each site in selected scpe checkbx t stre the reprt abut each site t the dcument library f each site accrdingly. Enter the dcument library name yu want t use t stre the exprted reprt files in the text bx; yu can als use the default name: DcAve Reprt Center Reprts. The specified library will be created in each site in the selected scpe. *Nte: This cnfiguratin is nly effective when yu select site cllectin level ndes r site level ndes t perfrm the reprts ffline exprt. ii. Rules Chse ne f the fllwing actins t perfrm when exprting the reprt t the dcument library which already cntains an exprted reprt file: DcAve 6: Reprt Center 57

58 58 Select Overwrite Previus Reprts frm the drp-dwn menu t verwrite the previusly generated reprt file stred in the library. Select Create a New Reprt File t create a new ne. If yu chse t create a new reprt file, the mst recent reprt file will be appended with a time stamp and the new reprt file will be created with the specified name. iii. File Name Designate the exprted reprt file name. By default, the reprt file will be named based n the reprt type; fr example, the latest exprted cntent type usage reprt will use the name Cntent_Type_Usage.XLSX. T specify the file name manually, check the Specify the file name radi buttn, and then enter a name in the text bx. Physical Device T use a physical device as the exprt lcatin, select Physical Device and then cnfigure the fllwing settings: i. Strage Type Select the strage type f the physical device that yu want t use as the exprt lcatin frm the drp-dwn list. The previusly cnfigured physical devices f the selected strage type will be autmatically laded in the Physical Device drp-dwn list belw. ii. Physical Device Select a previusly created physical device frm the drpdwn list as the exprt lcatin. T create a new physical device, select New Physical Device. Fr mre infrmatin n creating a new physical device, refer t the DcAve 6 Cntrl Panel Reference Guide. iii. Flder Chse t exprt reprts t a specific flder in the physical device r exprts reprts t the rt flder f the physical device. T exprt reprts t a specific flder under the selected physical device, select Specify a flder and then enter the desired flder name. If the entered flder des nt exists, the flder will be autmatically created under the physical device when reprt is exprted t this new exprt lcatin fr the first time. T exprt all f the reprts t the rt flder f the physical device, deselect Specify a flder. 3. When yu have finished, click Save t save these cnfiguratins, r click Cancel t clse the New Exprt Lcatin cnfiguratin interface withut saving any changes. Managing Exprt Lcatins In Reprt Center, click the Settings tab, then click Exprt Lcatin n the ribbn. The Exprt Lcatin page appears with a list f yur previusly cnfigured exprt lcatins. T change the number f exprt lcatins displayed per page, select the desired number frm the Shw rws drp-dwn menu in the lwer right-hand crner. T srt the exprt lcatins, click n a clumn heading such as Lcatin Name r Lcatin Type. DcAve 6: Reprt Center

59 On the bttm message bar, yu will see the selectin status f the exprt lcatins. Click Clear Selectin n the message bar t deselect all f the selected checkbxes. Yu can perfrm the fllwing actins t the exprt lcatins: Create Click Create n the ribbn t create a new exprt lcatin. Fr detailed n creating a new exprt lcatin, see the Creating an Exprt Lcatin sectin in this guide. View Click View n the ribbn t pen the View Details interface t view the detailed cnfiguratin f the selected exprt lcatin. If yu want t make any changes, click Edit n the ribbn. Click Save t save the changes, r click Cancel t g back withut saving any changes. Edit Select the exprt lcatin, and then click Edit n the ribbn t pen the Edit Exprt Lcatin Interface. Make the necessary changes, and then click Save t save the changes, r click Cancel t clse the Edit Exprt Lcatin cnfiguratin interface withut saving any changes. Delete Click Delete n the ribbn. A cnfirmatin windw pps up and asks if yu are sure yu want t prceed with the deletin. Click OK t delete the selected exprt lcatins, r click Cancel t return t the Exprt Lcatin interface withut deleting the selected exprt lcatins. T exit the Exprt Lcatin page, click Back n the ribbn t return t the Settings tab. Shared Lcatin Shared Lcatin allws yu t cnfigure a lcatin fr string the shared files f Reprt Center via a Universal Naming Cnventin (UNC) path. With a cnfigured shared lcatin, the files that are upladed during the cnfiguratin f Usage Pattern Alerting custm actin prfiles will be stred in this shared lcatin and can be shared by all f the Reprt services within yur DcAve system. Reprt Center Shared files include.exe applicatin files and PwerShell scripts upladed while cnfiguring Usage Pattern Alerting custm actin prfiles. Fr detailed n uplading shared files, refer t Creating a Custm Actin Prfile. If yu d nt cnfigure a shared lcatin, an upladed file will be stred in the default lcatin ( \AvePint\DcAve6\Manager\Reprt\SharedLcatin) n the server cntaining the Reprt service that is used fr cnfiguring the custm actin prfile, therefre, the upladed file cannt be shared by multiple Reprt services. *Nte: If yu have multiple Reprt services in yur DcAve system and yu want t use the Run.exe file r Run a PwerShell script features in Usage Pattern Alerting custm actin prfiles, yu must cnfigure a shared lcatin. T cnfigure a shared lcatin, cmplete the fllwing steps: 1. Navigate t Reprt Center > Settings > Shared Lcatin. The Shared Lcatin interface appears. DcAve 6: Reprt Center 59

60 2. Select the Use the UNC path as the shared lcatin checkbx. 3. Cnfigure the UNC Path by entering the UNC path t the lcatin where yu want t stre the shared files f Reprt Center. 4. Select a managed accunt prfile Select a managed accunt prfile frm the drp-dwn menu t specify the credentials fr accessing the entered UNC path. Click Validatin Test t check that the entered infrmatin is crrect. 5. Click Save t save the cnfiguratin. Scpe Filter Scpe Filter allws yu t set up filter rules t filter SharePint bjects within site cllectin/site/list/library level within the selected scpes f Usage Reprts, Usage Pattern Alerting, and Auditr Reprts, s that yu can target bjects mre precisely. By setting up scpe filters, apply the same filter plicies t different plans/prfiles withut having t recreate them each time. T cnfigure scpe filters, click Scpe Filter n the ribbn in the Settings tab f Reprt Center. In the viewing pane, yu can view a list f all previusly created scpe filters. See the sectins belw t cnfigure a scpe filter and manage scpe filters. Managing Scpe Filters In Scpe Filter, yu can perfrm the fllwing peratins t create new r manage existing scpe filters: Create Click Create n the ribbn t create a new scpe filter. Fr details n creating a new scpe filter, see Cnfiguring a Scpe Filter. View T view the detailed cnfiguratin f a scpe filter, select the crrespnding checkbx in the viewing pane and then click View n the ribbn t access the View Details interface. If yu want t make any changes t the scpe filter, click Edit n the ribbn t access the Edit Scpe Filter interface. Fr details n editing a scpe filter, see Cnfiguring a Scpe Filter. Edit T edit a previusly created scpe filter, select the crrespnding checkbx in the viewing pane, and then click Edit n the ribbn t access the Edit Scpe Filter Interface. Fr details n editing a scpe filter, see Cnfiguring a Scpe Filter. Delete T delete specific scpe filters, select the crrespnding checkbxes in the viewing pane and click Delete n the ribbn. A cnfirmatin windw pps up and asks if yu are sure yu want t prceed with the deletin. Click OK t delete the selected scpe filters, r click Cancel t return t the Scpe Filter interface withut deleting the selected scpe filters. T exit the Scpe Filter page, click Back n the ribbn t return t the Settings tab. 60 DcAve 6: Reprt Center

61 Cnfiguring a Scpe Filter T create a new scpe filter, click Create n the ribbn. T mdify a previusly cnfigured scpe filter, select the scpe filter and then click Edit n the ribbn. In the Create Scpe Filter r Edit Scpe Filter interface, cnfigure the fllwing settings: 1. In the Name and Descriptin text bxes, enter a name and an ptinal descriptin fr the scpe filter yu are abut t create. 2. Cnfigure the criteria f this scpe filter by cmpleting the fllwing steps: a. Click Add a Filter Level Grup t add a new rule f the specified level and then click Add a Criterin t add criteria fr the new rule by cmpleting the fields belw, r click delete the rule that is n lnger needed. t Rule Select the new rule yu want t create frm the drp-dwn list. Each level has a unique set f rules that can be applied t enhance cnfiguratins. Refer t Appendix E: Examples f Scpe Filters fr examples f filter plicies that users can cnfigure. Cnditin Select the cnditin fr the rule. Value Enter a value yu want the rule t use in the text bx. b. T add mre filters t the scpe filter, repeat step a, abve. If tw r mre rules are cnfigured, cnfigure the lgical relatinships between the filter rules. There are currently tw lgical relatinships: And and Or. The default lgical relatinship is And. T change the lgical relatinship between the rules, click n the links in the And/Or clumn. And Objects that meet all f the rules will be filtered and included in the results. Or Objects that meet any ne f the rules will be filtered and included in the results. *Nte: And and Or are available chices fr the lgical relatinship between filter rules f the same level. The lgical relatinship between filter rules f different levels can nly be And. Fr example, the lgical relatinship between tw filter rules f the Site level can be And r Or. The lgical relatinship between the filter rules f the Site level and the rules f the Site Cllectin level can nly be And. In the Basic Filter Cnditin sectin, yu can view the lgical relatinship f the filter rules. Fr example: if the lgical relatinship is (Filter 1 Or Filter 2) And Filter 3 in the Basic Filter Cnditin area, the bjects that meet either f the Filter 1 and Filter 2 rules and meet the Filter 3 rule will be included in the result. DcAve 6: Reprt Center 61

62 3. Click Save t save the cnfiguratins and return t the Scpe Filter interface, r click Cancel t return t the Scpe Filter interface withut saving the cnfiguratins. Item Caching Service Using the Item Caching Service, yu can cnfigure the database t stre the data cllected n the clumn types within the SharePint Web applicatins r site cllectins.. Cnfiguring an Item Caching Database T cnfigure a dedicated Item Caching Database t stre the data cllected via the Item Caching Service Cllectr, cmplete the fllwing steps: 1. Navigate t DcAve 6 > Reprt Center > Settings. Click Item Caching Service. The Item Caching Service interface appears. 2. Click Item Caching Database n the ribbn. The Item Caching Database windw appears. 3. Cnfigure the fllwing settings fr the Item Caching Database: Cnfigure the Item Caching Database Reprt Center supplies a default Database Server and Database Name. The database server f the DcAve 6 Cntrl database is autmatically set as the default database server fr the Item Caching Database. If desired, enter a new database server and database name in the crrespnding fields. If the database des nt exist, DcAve will create a new database using the specified name. Hwever, AvePint recmmends that yu use the default database server fr mst instances. Authenticatin Select the authenticatin mde, database credentials and an ptinal failver database server fr the Item Caching Database: Select the Windws Authenticatin r SQL Authenticatin mde fr the database and enter the database credential fr the selected authenticatin mde. After this, yu can validate the specified accunt by clicking Validatin Test. Windws Authenticatin (recmmended) Use this methd if yu want the user s identity t be cnfirmed by Windws. Select a previusly cnfigured accunt frm the Select a managed accunt prfile drp-dwn list, r click New Managed Accunt Prfile t create a new managed accunt prfile in Cntrl Panel. Fr mre infrmatin n cnfiguring a managed accunt prfile, refer t the DcAve 6 Cntrl Panel Reference Guide. SQL Authenticatin SQL Server will cnfirm the user s identity accrding t the user s accunt and passwrd. *Nte: The accunt fr creating r accessing the Item Caching Database must be the db_creatr in the SQL server where yu want t create the Item Caching 62 DcAve 6: Reprt Center

63 Database and the db_wner in the newly created/existing Item Caching Database. Failver Database Server Optinally select this checkbx and enter a failver database server. In the event that the Item Caching Database cllapses, the data stred in the Item Caching Database can be transferred t this standby database. 4. Click OK t save the cnfiguratins. Using the Item Caching Service Scpe Settings interface The Item Caching Service Scpe Settings interface is used t cnfigure the scpe settings fr the Item Caching Service Cllectr, t select the clumn values t cllect within the Web applicatins and site cllectins. T access the Item Caching Service Scpe Settings, Navigate t DcAve 6 > Reprt Center > Settings > Item Caching Service > Item Caching Service Scpe Settings. In the Item Caching Service Scpe Settings interface, expand the Scpe tree t the Web applicatin r site cllectin level t view the scpe settings n each nde. Status This clumn displays whether yu have cnfigured which clumns t cllect values frm the nde. If yu have selected which clumn values t cllect frm a nde, its Status is Cnfigured. Inherited Clumn Settings? This clumn displays whether the site cllectin nde is inheriting clumn settings frm its parent Web applicatin nde. Yes represents that the site cllectin is inheriting the clumn settings frm its parent nde. N represents that the site cllectin has unique clumn settings. Yu can perfrm the fllwing peratin in the Item Caching Service Scpe Settings interface: Cnfigure T cnfigure the values f which clumns yu want t cllect via the Item Caching Service Cllectr, fllw the instructins in Cnfiguring Item Caching Service Scpe Settings. Clear All T clear all f the previusly cnfigured Item Caching Service scpe settings in all f the ndes within yur SharePint envirnment, click Clear All and click OK in the cnfirmatin windw. Cllect Nw T cllect data n the selected scpe, click Cllect Nw. Yu can chse t run a Full Cllectin jb r an Incremental Cllectin jb. Full Cllectin is t cllect all f the data under the selected scpe. Incremental Cllectin nly cllects data generated between since the last incremental jb. Jb Mnitr Click Jb Mnitr n the ribbn f the Item Caching Service Scpe Setting page t see the jb s prgress r check the details f the jbs. Fr mre infrmatin abut using Jb Mnitr, refer t the DcAve 6 Jb Mnitr User Guide. Back T return t the Item Caching Service interface, click Back. DcAve 6: Reprt Center 63

64 Cnfiguring Item Caching Service Scpe Settings T cnfigure the Item Caching Service Scpe Settings fr the Item Caching Service Cllectr, select the clumn values t cllect within the Web applicatins and site cllectins, by cmpleting the fllwing steps: 1. In the Scpe pane f the Item Caching Service Scpe Settings interface, expand the farm name and expand the data tree t the desired Web applicatins r site cllectins, r enter the keywrd fr the desired URL r bject name in the search text bx abve the farm name. T cnfigure the scpe settings fr multiple ndes in bulk, select the checkbxes f the desired ndes and click Cnfigure n the ribbn. The Item Caching Service Scpe Settings interface fr the selected ndes appears. T cnfigure the scpe settings fr an individual nde, hver ver the URL f the desired nde and click the Cnfigure buttn next t the URL. The Item Caching Service Scpe Settings interface fr the selected nde appears. 2. Cnfigure the fllwing settings in the Item Caching Service Scpe Settings interface: Inheritance Settings This sectin is nly available when site cllectin ndes are selected in the Scpe pane in step 3. Use this sectin t inherit the clumn setting frm the parent ndes r cnfigure unique settings. Inherit clumn settings frm the parent nde T enfrce that the selected site cllectin ndes inherit the clumn settings frm their parent ndes, select this ptin. The Clumn Settings sectin belw will becme disabled. Cnfigure unique clumn settings T cnfigure unique clumn settings fr the selected site cllectin ndes, select this ptin and then cnfigure the Clumn Settings sectin belw. Clumn Settings This sectin is available when the selected ndes in step 3 are Web applicatins ndes r site cllectin ndes fr which the Cnfigure unique clumn settings ptin is selected abve. Use this sectin t select the clumns whse values yu want t cllect frm the selected ndes. T cllect the values f a desired clumn, click Add a Rw belw the table n the right, enter the Clumn Name, and select the Clumn Type in the table. Nt t cllect the values f a desired clumn which has been added t the table, click the Remve ( ) buttn fr this clumn in the table, r select the checkbx fr the clumn and click Delete the Selected Rws. T cllect values f the clumns that are recmmended by DcAve frm the selected ndes, select Include the recmmended clumns. The recmmended clumns are Created, Created By, Mdified, and Mdified By. 3. Click Save t save the cnfiguratins r click Cancel t cancel the changes and exit the current page. After the cnfigured clumn settings fr the selected ndes are saved, the Item Caching Service Cllectr will run cllectin jbs n these ndes as the schedule cnfigured in Data Cllectin. Fr 64 DcAve 6: Reprt Center

65 detailed instructins n cnfiguring the schedule fr the Item Caching Service Cllectr, refer t Data Cllectin. Usage Activity Web Parts Settings The Usage Activity Web Parts Setting allws yu t cnfigure whether r nt t cache the data displayed in Web parts and cnfigure the cache expiratin date, and set up the filter t cllect the data fr the Usage Activity Web parts. T cnfigure the Usage Activity Web Parts Settings, fllw the instructins belw: 1. Navigate t Reprt Center > Settings. Click Usage Activity Web Parts Setting. The Usage Activity Web Parts Settings windw appears. 2. Wuld yu like t cache the stred data? Chse whether r nt t stre the data displayed n Web parts int cache and cnfigure when the cache expires. Select the Enable Caching ptin t enable the cache setting, and then specify when t expire the cache. Enter a number int the text bx behind Cache expires in:, and select Minutes r Hurs frm the drp-dwn list. The data will be remved frm cache after being stred fr the specified time. The Web parts will receive the data frm the Reprt database and stre the newly btained data int the cache again. 3. Wuld yu like t filter the data t be displayed? Chse whether r nt t set up filters fr filtering the cllected data n the Web parts. Select the Enable Filters ptin t add filters int the Data Filters field. 4. Data Filter The default filters are prvided. Yu can change r delete them as desired. Click Add a Criterin t add criteria fr the new rule by cmpleting the fields belw, r click t delete the rule that is n lnger needed. Rule Select the new rule yu want t create frm the drp-dwn list. Each level has a unique set f rules that can be applied t enhance cnfiguratins. Cnditin Select the cnditin fr the rule. Value Enter a value yu want the rule t use in the text bx. T add mre filters t the scpe filter, repeat the step abve. 5. If tw r mre rules are cnfigured, cnfigure the lgical relatinships between the filter rules. There are currently tw lgical relatinships: And and Or. The default lgical relatinship is And. T change the lgical relatinship between the rules, click n the links in the And/Or clumn. And Objects that meet all f the rules will be filtered and included in the results. Or Objects that meet any ne f the rules will be filtered and included in the results. *Nte: And and Or are available chices fr the lgical relatinship between filter rules f the same level. The lgical relatinship between the filter rules f the different levels can nly be And. DcAve 6: Reprt Center 65

66 6. Click Save t save the cnfiguratins; click Cancel t g back t the Settings interface withut saving any changes. 66 DcAve 6: Reprt Center

67 Wrking with Reprts Reprt Center allws yu t perfrm a number f actins t reprts. Yu can run a custmized reprt immediately, save custmized reprt prfiles t run at a later time, view the previus reprt generated, and exprt reprts t datasheets r screenshts. The fllwing sectins explain hw t wrk with reprts. These actins can be fund in the Reprt Actins tlbar n the ribbn f each tab in Reprt Center. Run Reprt After cnfiguring the scpes fr a reprt in any f the Reprt Center mdules, click Run Reprt n the ribbn r at the bttm f the windw, and then select Run Reprt Only r Save and Run Reprt frm the drp-dwn menu t cllect the data and generate the reprt. The reprt will appear in the Reprt Display pane. Clicking Save and Run Reprt will save the cnfigured prfile. Shw Reprt After cnfiguring the scpes fr a reprt in any f the Reprt Center mdules, click Shw Reprt n the ribbn t generate the reprt. The reprt will appear in the Reprt Display pane. If yu select a previusly saved prfile whse data has been cllected accrding t the prfile s settings, click Shw Reprt n the ribbn r at the lwer left sectin. The reprt will appear in the Reprt Display pane t display the previusly cllected data. Having the reprt in the display panel allws yu t remain n the DcAve interface rather than having t pen the datasheet r screensht. Exprt Reprt Reprt Center allws yu t exprt reprts yu create t datasheets, r as a screensht. By exprting t a datasheet, the reprt can be saved lcally r t a specified lcatin. The datasheet can be exprted in the fllwing frmats: PDF CSV MHTML TIF XLS XML DcAve 6: Reprt Center 67

68 XLSX By exprting the reprt as a screensht, the reprt can be printed right frm within the DcAve interface, r saved as an image n yur lcal strage device. Exprting t a Datasheet In DcAve 6, Reprt Center supprts reprt exprts in CSV and XLSX frmat withut the cnnectin t the SQL Reprting Service. Additinally, Cmpliance Reprts supprt exprts f CSV/PDF/XLSX reprts withut cnnectin t the SQL Reprting Service. If yu want t exprt a reprt in additinal frmats, the Reprting Service must be cnfigured in Reprt Settings. Fr instructins n cnfiguring Reprting Service, see the Reprting Service sectin. T exprt a reprt after it has been generated, cmplete the fllwing steps: 1. With the reprt displayed in the Reprt Display pane, click Exprt Nw in the Reprt Actins grup n the ribbn, and then select Exprt t Datasheet. The Exprt t Datasheet windw appears. Cmplete the fllwing steps t generate the reprt: Reprt Frmat Select the desired reprt frmat frm the drp-dwn menu. Exprt Settings Chse whether t exprt the reprt nw. Check the Exprt t lcal immediately checkbx and click OK t exprt the reprt immediately, r check the Exprt t a different lcatin checkbx, and then cnfigure the fllwing settings: Exprt Lcatin Select ne previusly cnfigured exprt lcatin frm the drp-dwn menu, r if yu want t cnfigure a new exprt lcatin, click New Exprt Lcatin then fllw the instructins prvided in the Exprt Lcatin sectin f this guide. Ntificatin Check the Send Ntificatin checkbx and select the Recipient f this ntificatin. Yu can select a previusly cnfigured ntificatin prfile and click View t access detailed infrmatin, r click New Ntificatin t create a new ntificatin prfile. Fr details n creating an ntificatin prfile, see the User Ntificatin Settings sectin in the DcAve 6 Cntrl Panel Reference Guide. Yu can chse t have the reprt included in the as an attachment by checking the Attach reprt t the e- mail when the size f the reprt is less than checkbx, and then enter the maximum size f the reprt allwed in the less than MB text bx. 2. Click OK t exprt the reprt based n these cnfiguratins. *Nte: Certain types f reprts have additinal cnfigurable settings fr exprting t datasheet. Detailed instructins n these settings are prvided in the sectins fr the crrespnding reprts. 68 DcAve 6: Reprt Center

69 Exprting as a Screensht T utput a screensht f the reprt, please refer t the fllwing steps: 1. With the reprt displayed in the Reprt Display pane, click Exprt Nw n the ribbn. A drpdwn menu appears. 2. Click Output Screensht. A windw appears with a preview f the screensht. 3. Click Print, t print the screensht, r click Exprt t save the screensht as an image t yur lcal strage device. Click Clse nce yu are dne printing r saving the screensht. This clses the screensht preview ppup windw. Auditr Database In DcAve 6 Service Pack 5, there is n default threshld fr the size f an MS SQL type Auditr Database. Yu can cnfigure a threshld fr the Auditr Database size by cmpleting the fllwing steps: *Nte: The default threshld fr the size f a Build-in type Auditr Database is 9 GB and cannt be changed. 1. Navigate t the \AvePint\DcAve6\Manager\Reprt\bin\ directry n the DcAve Manager server. 2. Open the ReprtCenterServicePrperties.cnfig file. 3. Lcate the <AuditrDatabaseSize> nde; its default value is Change the value f this nde t yur desired threshld. *Nte: The threshld is calculated in MB and value f the threshld must be a psitive integer. 5. Save yur changes and clse the file. If this threshld is reached and if Reprt Service has the prper permissins t create databases, a new Auditr Database will be created autmatically. If Reprt Service des nt have the right permissins, yu must create databases manually accrding t the fllwing naming frmat: dcave6_auditrdb, dcave6_auditrdb_001, dcave6_auditrdb_002 *Nte: If yu update yur DcAve platfrm t DcAve 6 Service Pack 5 frm a previus versin, the threshld f the Auditr Database size depends n the threshld befre the update: If yu have custmized the threshld f the Auditr Database size befre the update, the threshld will remain the same after the update. If yu keep the default threshld f the Auditr Database size befre the update, there will n default threshld fr the Auditr Database size after the update. DcAve 6: Reprt Center 69

70 Usage Reprts Usage Reprts in Reprt Center allws yu t analyze hw yur SharePint envirnment is being utilized. Yu can use reprts in this sectin t track user activity and behavir t gain perspective n the verall success f a SharePint deplyment r n a specified bject. Usage Reprts Interface When in the Usage Reprt tab f Reprt Center, yu will see the fllwing areas: 1. Ribbn Tlbar where yu can create r manage the Usage Reprts plans, generate, exprt, r view reprts f the previus created plans, and access the integrated Jb Mnitr. 2. Plan Management pane Review the previus created Usage Reprts plans. Yu can als expand the plan t view the included reprt types. Figure 3: Usage Reprts Interface. 70 DcAve 6: Reprt Center

71 Creating a Usage Reprts Plan Prir t generating usage reprts, yu must cnfigure Usage Reprts plans which include the desired reprting scpe, reprt types, and ther settings fr generating reprts. T create a Usage Reprts plan, navigate t Reprt Center > Usage Reprts, click Create n the ribbn, and then cmplete the fllwing steps n the Create Plan tab: 1. Reprt Scpe and Type Selectin Select the scpe and reprt types fr the plan yu are abut t create. a. In the left pane, specify desired scpe fr this plan t generate reprts in the fllwing methds: Select the scpe n the tree With this ptin selected, specify the desired scpe by clicking n bject names t expand the data tree r entering a URL r bject name in the search text bx abve the tree. T narrw dwn the search criteria and display fewer ndes under a particular farm/web applicatin level nde, a Sites nde, r a Lists nde n the tree, right-click the nde and select Advanced Search t access the Advanced Search interface. Fr detailed instructins n using the Advanced Search feature, refer t Searching Ndes Using the Advanced Search Feature. Manually input URLs T create a plan fr shwing Site Visitrs and Activity reprts f specified URLs, select this ptin, and then select a farm frm the Farm drp-dwn menu. Enter the Site Cllectin URL and Item URL in the URL text bxes. T add mre URLs, click Add Anther URL. b. At which level wuld yu like t generate reprts? If yu selected Web applicatin/site cllectin/site level ndes n the tree, select the desired scpe level fr reprting by selecting the crrespnding radi buttn. If the ptin fr all current and new bjects within is selected, then newly created bjects under the selected ndes will autmatically be included in the plan fr future reprts. *Nte: If yu select a farm nde r list level ndes n the tree, the selected farm r list level ndes are autmatically set as the reprting scpe and cannt be changed. c. Wuld yu like t filter bjects within the selected scpe? T filter SharePint bjects yu wuld like t include in this plan within the selected scpe, select a previusly created scpe filter frm the drp-dwn list. T create a new scpe filter, click New Scpe Filter. Fr details n creating a scpe filter, refer t Cnfiguring a Scpe Filter. d. Which reprt types wuld yu like t include in this plan? Select the desired reprt types fr this plan. Reprt Center autmatically lads the supprted reprt types based n the cnfigured reprt scpe and reprt levels. T get an example f a particular reprt type, click the crrespnding reprt type name r the buttn next t it. DcAve 6: Reprt Center 71

72 2. Basic Settings Enter the plan name, descriptin, and the required settings fr the selected reprt types. What wuld yu like t name this plan? Enter a name and an ptinal descriptin fr the plan yu are abut t create. Wuld yu like t enable the Cllectrs fr retrieving data n schedule? This sectin is available when yu select ne r mre f the fllwing reprt types in step 1: Search Usage, Site Visitrs and Activity, Checked-Out Dcuments, Page Traffic, Referrers, Failed Lgin Attempts, Dwnlad Ranking, Site Activity Ranking, and Active Users. In this sectin, specify whether t enable the Cllectr fr the reprts whse data are cllected via Cllectr jbs. If yu select the Enable Cllectr checkbx, the Cllectrs retrieve the data accrding t the schedule cnfigured in Data Cllectin. By default, the cllectr schedule is enabled and each Cllectr cllects data nce a day. T disable the cllectr schedule, uncheck the Enable Cllectr checkbx. The status f the cllectr will change t Disabled, and DcAve will nt cllect the infrmatin accrding t the schedule. Click Data Cllectin t jump t the Data Cllectin page. Fr mre infrmatin abut Cllectr, refer t the Data Cllectin sectin f this guide. *Nte: If yu select Site Visitrs and Activity, Site Activity Ranking, r Active Users in step 1, DcAve will autmatically enable SharePint Auditr fr the site cllectins in this plan s scpe since these reprts use the Usage Cllectr t cllect SharePint audit data. If yu decide t disable SharePint Auditr in the future, g t Data Cllectin t edit the Enable SharePint Auditr settings fr Usage Cllectr t stp Reprt Center re-enabling it. If yu select Search Usage r Referrers in step 1, the Web Analytic service in SharePint must be started t ensure the Search Usage Cllectr jb can retrieve the required data. Wuld yu like t filter any user activity? This sectin is available when yu select ne r mre reprt types f the fllwing reprt types in step 1: Site Visitrs and Activity, Last Accessed Time, Failed Lgin Attempts, Wrkflw Status, SharePint Alerts, Site Activity Ranking, and Active Users. In this sectin, specify the user whse activity yu want t include in, r exclude frm, the reprts. Include All Users By default this ptin is selected. The activities f all users can be viewed. Users t Include Enter the users whse activity yu want t view. Click the check names ( ) buttn t check the name yu entered, r click the brwse ( ) buttn t find the users yu want t include. Users t Exclude Enter the users whse activity yu d nt wish t view. Click the check names ( ) buttn t check the name yu entered, r click the brwse ( ) buttn t find the users yu want t exclude. 72 DcAve 6: Reprt Center

73 What time range wuld yu like t cver in the Last Accessed Time Reprt This sectin is available when yu select the Last Accessed Time reprt in the Reprt Scpe and Type Selectin step f this wizard. Chse ne f the fllwing ptins: Duratin Check the Duratin checkbx, and then select the desired time range frm the drp-dwn menu. There are eight duratins available: This Mnth, Last Mnth, Last 2 Mnths, This Week, Last Week, Last 2 Weeks, Tday, and Yesterday. Custm Check the Custm checkbx t designate the time frame fr cllecting the data. 3. Advanced Settings Cnfigure the settings fr exprting and sending usage alerts fr the selected reprts. Wuld yu like t exprt reprts fr this plan? Select whether t exprt reprts fr this plan by selecting the crrespnding radi buttn. When yu select Yes, the Exprt Reprt Settings and Exprt Schedule sectins are displayed belw. Cnfigure the settings and schedule fr exprting reprts and Reprt Center will exprt reprts fr this plan based n these cnfiguratins. If yu d nt want t cnfigure a schedule fr this plan, select N. The Exprt Reprt Settings and Exprt Reprt Schedule sectins will nt appear. Yu must cllect data and exprt reprts f this plan manually. Hw wuld yu like t exprt the reprts? Specify the cmmn settings fr exprting each reprt in this plan and advanced settings fr exprting certain reprts in this plan. Cmmn Settings Specify the fllwing cmmn settings fr exprting each reprt. Reprt Frmat Select the desired reprt frmat frm the drp-dwn menu. Exprt Lcatin Select ne previusly cnfigured exprt lcatin frm the drp-dwn menu, r if yu want t cnfigure a new exprt lcatin, click New Exprt Lcatin and refer t Exprt Lcatin fr instructins. Send Ntificatin T send an ntificatin f the exprt reprt jbs, check the Send Ntificatin checkbx and select the Recipient f this ntificatin. Yu can select a previusly cnfigured ntificatin prfile, and then click View t access detailed infrmatin. Or, click New Ntificatin t create a new ntificatin prfile. Fr details n creating an ntificatin prfile, see the User Ntificatin Settings sectin in the DcAve 6 Cntrl Panel Reference Guide. Yu can chse t have the reprt included in the e- mail as an attachment by checking the Attach reprt t the when the size f the reprt is less than checkbx, and then enter the maximum size f the reprt allwed in the less than MB text bx. DcAve 6: Reprt Center 73

74 Advanced Settings Specify the advanced settings fr certain reprts in this plan. Date Range The Date Range cnfiguratin area is available when ne r mre f the fllwing reprt types are selected in step 1: Search Usage, Site Visitrs and Activity, Checked-Out Dcuments, Page Traffic, Referrers, Failed Lgin Attempts, Dwnlad Ranking, Site Activity Ranking, and Active Users. In this area, chse ne f the fllwing ptins: Select a predefined time range by clicking the Duratin radi buttn and selecting the desired time range frm the drpdwn list. There are eight duratins available: This Mnth, Last Mnth, Last 2 Mnths, This Week, Last Week, Last 2 Weeks, Tday, and Yesterday. Chse t custmize a start date by clicking the Starting Date radi buttn and selecting the desired date using the calendar. Frequency This field is nly available when the Page Traffic and/r Site Visitrs and Activity reprts are selected in step 1. Select an interval in which the data in the exprted reprt is displayed. Specific Settings In this cnfiguratin area, cnfigure each specific setting fr certain reprts in this plan. Fr detailed infrmatin n cnfiguring these settings, refer t Cnfiguring Specific Exprt Reprt Settings. Wuld yu like t cnfigure a schedule fr exprting the reprts? Specify the schedule fr exprting the reprts in this plan. In this cnfiguratin area, chse ne f the fllwing ptins: N Schedule Select this ptin if yu d nt want t cnfigure a schedule fr this plan. If yu chse this ptin, yu must generate reprts manually. Cnfigure the schedule myself Select this ptin t cnfigure the specific time yu want t exprt reprts f this plan. A schedule cnfiguratin area appears. Custmize the schedule with the fllwing ptins: Start time Select the date and time when t start exprting reprts f this plan. *Nte: The start time cannt be earlier than the current time. Interval Enter an integer int the text bx and select by Hur(s), Day(s), Week(s), r Mnth(s). The reprts will be exprted repeatedly based n this schedule. Click Calendar View t see the schedules in a calendar. Schedule ending Designate when t stp exprting reprts f this plan. Select N end date fr the reprts f this plan t be exprted repeatedly until yu stp it manually. Select End after ccurrence(s) t have the jb stpped after the defined ccurrences that yu 74 DcAve 6: Reprt Center

75 cnfigured in the text bx. Select End by Date + Time t specify the exact date and time t stp exprting the reprts f this plan. Wuld yu like t receive alerts fr specific reprts? This cnfiguratin area is available, when ne r mre f the fllwing reprt types are selected in step 1: Site Visitrs and Activity, Checked-Out Dcuments, Page Traffic, Failed Lgin Attempts, Wrkflw Status, and Active Users. In this area, select the checkbxes fr the desired repts t have usage alert ntificatins sent ut when the specified criteria are met. Fr mre infrmatin n cnfiguring the usage alert s, refer t Cnfiguring Usage Alert s. 4. Overview In this page, review and edit all f yur plan cnfiguratins. T make changes, click Back n the ribbn and edit the settings in the crrespnding page. 5. After yu finish cnfiguring this plan, click Finish and chse frm the fllwing tw ptins in the drp-dwn list, r click Cancel t leave this page withut saving any f yur changes: Click Finish t save the plan. Yu can view r manage this plan in the Usage Reprts interface. Click Finish and Generate Reprt t save the plan, and then generate reprts immediately. Searching Ndes Using the Advanced Search Feature T narrw dwn the search criteria and display fewer ndes under a particular farm/web applicatin level nde, a Sites nde, r a Lists nde n the tree, right-click the nde and then select Advanced Search. In the Advanced Search interface, click Add a Criterin and cnfigure the fllwing settings: 1. Rule Select the rule fr this search. Yu can use the URL rule t filter Web applicatin level ndes, and the URL rule and the Name rule t filter site cllectin/site/list/library level ndes. 2. Cnditin Select the cnditin fr the rule frm the drp-dwn list. 3. Value Enter the value fr the rule in the text bx. 4. T add mre criteria, click Add a Criterin, and repeat steps abve. Yu can change the lgical relatinships between the criteria by clicking the And r Or. By default, the lgical relatinship is set t And. And means that the child ndes that meet all f the criteria will be included in the result. Or means that the child ndes that meet any criterin will be included in the result. The Basic Filter Cnditin area displays the lgic relatinships f filter criteria. 5. Click Search t start searching the child ndes. DcAve 6: Reprt Center 75

76 Cnfiguring Specific Exprt Reprt Settings If yu select Page Traffic, Dwnlad Ranking, Site Activity Ranking, and Active Users in the Reprt Scpe and Type Selectin step f this wizard, the fllwing specific settings are available in the Exprt Reprt Settings sectin f the Edit Plan page: Page Traffic This setting is available when yu select Page Traffic in the Reprt Scpe and Type Selectin step f this wizard. Select Hits r Thrughput as the type t display the page traffic in the Page Traffic reprt. Dwnlad Ranking This setting is available when yu select Dwnlad Ranking in the Reprt Scpe and Type Selectin step f this wizard. Enter an integer int the Tp fr text bx, and select Sites r Selected Scpe frm the drp-dwn menu t designate the number and ndes t be displayed in the reprt. Site Activity Ranking This setting is available when yu select Site Activity Ranking in the Reprt Scpe and Type Selectin step f this wizard. Enter an integer int the Tp/Bttm text bx, and select Sites /Pages/Users/Items/Lists frm the drp-dwn menu t designate the number and ndes t be displayed in the reprt. Active Users This setting is available when yu select Active Users in the Reprt Scpe and Type Selectin step f this wizard. Check the Shw all recrds checkbx t display all the cllected data in the reprt pane, r check the Tp/Bttm recrds checkbx, and then enter an integer int the text bx t designate the number f the tp/bttm ranking results t be displayed in the reprt. Cnfiguring Usage Alert s T cnfigure the Usage Alert s settings fr specific reprt types, cmplete the fllwing steps: Active Users usage alert Select this checkbx t have ntificatins sent ut when the desired criteria are met. Then cnfigure the fllwing settings: Ntificatin Name Select a previusly cnfigured ntificatin, r click New Ntificatin t create a new ntificatin prfile. Fr mre infrmatin, see the User Ntificatin Settings sectin in the DcAve 6 Cntrl Panel Reference Guide. Time Range Specify the time frame fr this alert. Threshlds Specify the trigger fr the ntificatin. Enter a psitive integer int the Mre than activities text bx. *Nte: By default, the threshld is checked depending n the interval yu cnfigured. If the number exceeds the threshld set here, an ntificatin will be sent. Interval Specify the frequency f ntificatins. Enter a psitive integer int the Every text bx, then select by Day(s) r Week(s) frm the drp-dwn menu. 76 DcAve 6: Reprt Center

77 Checked-Out Dcuments usage alert Select this checkbx t have ntificatins sent ut when the desired criteria are met. Then cnfigure the fllwing ptins: Ntificatin Name Select a previusly cnfigured ntificatin, r click New Ntificatin t create a new ntificatin prfile. Fr details n creating an ntificatin prfile, see the User Ntificatin Settings sectin in the DcAve 6 Cntrl Panel Reference Guide. Time Range Specify the time frame fr this alert. Threshld Specify the trigger fr the ntificatin. Enter a psitive integer int the Mre than checked ut dcument(s) text bx. *Nte: By default, the threshld is checked depending n the interval yu cnfigured. If the number exceeds the threshld set here, an ntificatin will be sent. Interval Specify hw frequent t send ntificatins. Enter a psitive integer int the Every text bx, then select Day(s) r Week(s) frm the drpdwn menu. Failed Lgin Attempts usage alert Select this checkbx t send ut ntificatins when the desired criteria is met. Then cnfigure the fllwing ptins: Ntificatin Name Select a previusly cnfigured ntificatin, r click New Ntificatin t create a new ntificatin prfile. Fr details n creating an ntificatin prfile, see the User Ntificatin Settings sectin in the DcAve 6 Cntrl Panel Reference Guide. Interval Specify hw frequent t send ntificatins. Enter a psitive integer int the Send the every text bx, then select Day(s) r Week(s) frm the drp-dwn menu. Page Traffic usage alert Select this checkbx t send ut when the desired criteria is met. Then cnfigure the fllwing ptins: Ntificatin Name Select a previusly cnfigured ntificatin, r click New Ntificatin t create a new ntificatin prfile. Fr details n creating an ntificatin prfile, see the User Ntificatin Settings sectin in the DcAve 6 Cntrl Panel Reference Guide. Time Range Specify the time frame fr this alert. Enter a psitive integer int the In the last text bx, then select Hur(s), Day(s), Week(s), Mnth(s), Year(s). Threshlds Specify the triggers fr this ntificatin. Enter a psitive integer int the Mre than hits text bx. *Nte: By default, the threshld is checked depending n the interval yu cnfigured. If the number exceeds the threshld set here, an ntificatin will be sent. DcAve 6: Reprt Center 77

78 Interval Specify the frequency f ntificatins. Enter a psitive integer int the Every text bx, then select by Day(s) r Week(s) frm the drp-dwn menu. Site Visitrs and Activity usage alert Select this checkbx t send ut ntificatins when the desired criteria are met. Then cnfigure the fllwing ptins: Ntificatin Name Select a previusly cnfigured ntificatin, r click New Ntificatin t create a new ntificatin prfile. Fr mre infrmatin, see the User Ntificatin Settings sectin in the DcAve 6 Cntrl Panel Reference Guide. Time Range Specify the time frame fr this alert. Threshlds Specify the triggers fr the ntificatin. Yu may chse t use ne r bth f these threshlds: Check the Mre than event(s) checkbx t activate this threshld, and then enter a psitive integer int the text bx. Check the Mre than unique visitr(s) checkbx t activate this threshld, and then enter a psitive integer int the text bx. *Nte: By default, threshlds are checked depending n the interval yu have cnfigured. If these numbers exceed the threshlds set here, an ntificatin will be sent. Interval Specify hw frequent t send ntificatins. Enter a psitive integer int the Every text bx, and then select Day(s) r Week(s) frm the drp-dwn menu. Wrkflw Status usage alert Select this checkbx t send ut ntificatins when the desired criteria are met. Then cnfigure the fllwing ptins: Ntificatin Name Select a previusly cnfigured ntificatin, r click New Ntificatin t create a new ntificatin prfile. Fr details n creating an ntificatin rule, see the User Ntificatin Settings sectin in the DcAve 6 Cntrl Panel Reference Guide. Threshlds Specify the triggers fr the ntificatin. Enter a psitive integer int the Mre than pen wrkflw(s) assigned t a user text bx. *Nte: By default, threshlds are checked depending n the interval yu cnfigured. If these numbers exceed the threshlds set here, an ntificatin will be sent. Interval Specify the frequency t send ntificatins. Enter a psitive integer int the Every text bx, and then select Day(s) r Week(s) frm the drp-dwn menu. 78 DcAve 6: Reprt Center

79 Using the Usage Reprts Interface When yu finish cnfiguring the Usage Reprt plans, yu can view and manage all f the previusly created plans and generate reprts f the plans in the Usage Reprts interface. In the viewing pane f this interface, yu can view the Plan Name, Reprt Type, Descriptin, and Last Mdified Time f each previusly created Usage Reprts plan. Refer t the fllwing sectins fr detailed instructins f managing the Usage Reprts plans and generating reprts f the plans. Managing Usage Reprt Plans In the Usage Reprts interface, yu can perfrm the fllwing peratins t manage the plans: T view the reprt types included in a particular plan, click the arrw ( ) buttn next t the desired plan t expand it in the Plan Management pane. All f the included reprt types are displayed under the plan name. View Details Select a plan, and then click View Details n the ribbn t pen the View Details page t see the reprting scpe and settings f the selected plan. Yu can click Edit Plan n the ribbn t make changes t the plan. When yu are finished reviewing the plan, click Clse t return t the Usage Reprts page. Edit Select a plan, then click Edit n the ribbn t pen the Edit Plan page. Here yu can make changes t the scpe and settings f the selected plan. Then, chse frm the fllwing ptins: Click Finish and then make a selectin frm the drp-dwn list: Click Finish t save the plan. Yu can view r manage this plan in the Usage Reprts interface. Click Finish and Generate Reprt t save the plan, and then generate reprts immediately. Click Cancel t clse the Edit Plan page withut saving any changes. Delete Select a plan, then click Delete n the ribbn t delete the plan. A windw pps up t cnfirm whether yu want t prceed with deleting the selected plan. Click OK t delete the plan, r click Cancel t return t the Plan Manager page withut deleting the plan. Jb Mnitr Keep track f running reprts and scheduled reprts. T access the jbs f each mdule, click Jb Mnitr n the ribbn. Fr mre infrmatin abut using Jb Mnitr, refer t the DcAve 6 Jb Mnitr User Guide. Generating Reprts in the Usage Reprts Interface If yu cnfigure an exprt reprt schedule fr a specific plan, Reprt Center will generate and exprt reprts based n the cnfigured exprt schedule and exprt reprt settings. When the scheduled exprt reprt jbs finish, yu can g t the specified exprt lcatins t view the exprted reprts. If yu want DcAve 6: Reprt Center 79

80 t generate reprts f specific plans immediately, perfrm the fllwing peratins in the Usage Reprts interface: Generate Reprt Select yur desired reprts, and then click Generate Reprt n the ribbn t run jbs immediately t retrieve the latest data fr the selected reprts. Exprt Nw Select yur desired reprts, and then click Exprt Nw n the ribbn t exprt the reprt details t the exprt lcatin yu cnfigured in the crrespnding plans. Shw Reprt Select a specific reprt whse data has been retrieved, and then click Shw Reprt n the ribbn t access the Shw Reprt page. Yu can view the reprt f previusly cllected data. If yu select a reprt whse data has nt been retrieved, and then click Shw Reprt, the reprt display pane in the Shw Reprt page displays n data. Fr mre detailed n viewing reprts in the Shw Reprt page, refer t Viewing Usage Reprts. Using the Shw Reprt Interface In the Shw Reprt interface, yu can view the reprt details r run jbs t generate reprts f the reprts in a specific Usage Reprts plan. Als, yu can view and edit the specified Usage Reprts plan. T access the Shw Reprt interface, chse either f the fllwing methds: T access the Shw Reprt interface t view all f the generated reprts fr a particular plan, navigate t the Usage Reprts tab, select the desired plan, and then click Shw Reprt n the ribbn. The Shw Reprt interface fr the selected plan appears. T access the Shw Reprt interface t view a particular reprt, cmplete the fllwing steps: i. Navigate t the Usage Reprts tab, and click the arrw ( ) buttn next t the plan that cntains the desired reprt t expand the plan. All f the included reprts are displayed under the plan nde. ii. Select the desired reprt included in this plan. iii. Click Shw Reprt n the ribbn. The Shw Reprt interface fr the selected reprt appears. In the Shw Reprt interface, yu can perfrm the fllwing peratins: Reprt Type If yu access the Shw Reprt interface fr a particular plan, all f the reprt types fr this plan are included in the Reprt Type drp-dwn list. Select a desired reprt type frm this drp-dwn list, and then chse t view the reprt details r generate a reprt f the selected plan immediately. *Nte: If yu access the Shw Reprt interface fr a particular reprt, the selected reprt type is the nly ptin in the Reprt Type drp-dwn list and cannt be changed. 80 DcAve 6: Reprt Center

81 Reprt Click this buttn t view the details f the reprt specified in Reprt Type. Fr mre infrmatin n hw t view the reprts, refer t Viewing Usage Reprts. Plan Details Click this buttn t view the detail settings f the current selected plan. Edit Plan Click this buttn t edit the current selected plan n the Edit Plan page. Fr mre infrmatin n editing the plan, refer t Managing Usage Reprt Plans. Run Reprt This buttn is available when yu select ne f the fllwing reprt types in Reprt Type: Last Accessed Time, SharePint Alerts, and Wrkflw Status. Click this buttn t run the reprt f the selected reprt immediately. When the reprt is generated, the reprt details are displayed in the reprt display pane belw. When the reprt is generated, yu can view the latest retrieved data in the reprt display pane belw. Fr mre infrmatin n view the reprts, refer t Viewing Usage Reprts. Cllect Nw This buttn is available when yu select ne f the fllwing reprt types in Reprt Type: Search Usage, Site Visitrs and Activity, Checked-Out Dcuments, Page Traffic, Referrers, Failed Lgin Attempts, Dwnlad Ranking, Site Activity Ranking, and Active Users. Click this buttn t run the Cllectr f the selected reprt immediately t retrieve the latest data fr this reprt. When the reprt is generated, yu can view the latest retrieved data in the reprt display pane belw. Fr mre infrmatin n view the reprts, refer t Viewing Usage Reprts. Exprt Nw Click this buttn and then select a desired ptin frm the drp-dwn list t exprt the reprt details f the selected reprt in Reprt Type. Fr mre infrmatin n exprting a reprt, refer t Exprt Reprt. Jb Mnitr Keep track f running reprts and scheduled reprts. T access the jbs f each mdule, click Jb Mnitr n the ribbn. Fr mre infrmatin abut using Jb Mnitr, refer t the DcAve 6 Jb Mnitr User Guide. Clse Click this buttn t exit this page and return t the Usage Reprts interface. Viewing Usage Reprts In the reprt display pane f the Shw Reprt interface, the latest retrieved data f the selected Reprt Type in a specific plan is displayed. Refer t the sectin belw fr detailed instructins n viewing the Usage Reprts. Viewing Search Usage Reprts A Search Usage reprt displays the terms that have been searched, number f times these terms have been searched and the number f unique searches within the time frame yu specify. Once yu have generated a reprt, the reprt display pane has a number f cnfigurable settings s that yu can custmize hw the reprt displays the data. Fr Search Usage reprts, the fllwing settings can be cnfigured in the reprt display pane: Range Time frame parameter fr the reprt. DcAve 6: Reprt Center 81

82 Frequency Time interval the reprt is displayed in. Custm Custmize the Date Range and Frequency in a calendar. Tp Tp number f results. Scpe Change the scpe fr the data shwn in the reprt. Search Terms Display by search terms. Search Scpes Display by search scpes. Viewing Site Visitrs and Activity Reprts A Site Visitrs and Activity reprt displays the activity, usage, and number f unique visitrs fr site cllectins, sites, sub sites, lists, and/r libraries within the time frame yu select. Once yu have generated a reprt, the reprt display pane has a number f cnfigurable settings s that yu can custmize hw the reprt displays the data. Fr Site Visitrs and Activity reprts, the fllwing settings can be cnfigured in the reprt display pane: Range Time frame parameter fr the reprt. Frequency Time interval the reprt is displayed in. Type Set reprt type. Custm Custmize the Date Range, Frequency and Type in a calendar. Scpe Change the scpe fr the data shwn in the reprt. Srt By Order t display the data in. Events Yu can view the number f the crrespnding events within yur selected scpe in a specified time range. By defaults, such events are update, delete and view. Events Calculatr Display by number f events. Unique Visitrs Calculatr Display by number f unique visitrs. Details Display detailed infrmatin fr each individual site. Viewing Checked-Out Dcuments Reprts A Checked-Out Dcuments reprt displays the number f the dcuments checked ut within the scpe yu select. Once yu have generated a reprt, the reprt display pane has a number f cnfigurable settings s that yu can custmize hw the reprt displays the data. Fr Checked-Out Dcuments reprts, the fllwing settings can be cnfigured in the reprt display pane: Range Time frame parameter fr the reprt. Frequency Time interval the reprt is displayed in. 82 DcAve 6: Reprt Center

83 Type Set reprt type. Custm Custmize the Date Range, Frequency, and Type in a calendar. Scpe Change the scpe fr the data shwn in the reprt. Checked-Out Dcuments Graphical reprt f checked-ut dcuments based n the scpe. Details Display detailed infrmatin fr each individual site. Viewing Page Traffic Reprts A Page Traffic reprt analyzes the traffic level f the page at the site/site cllectin level. In the specific site, yu can view the page traffic level, the amunt f thrughput and the hits within a specific time frame. Once yu have generated a reprt, the reprt display pane has a number f cnfigurable settings s that yu can custmize hw the reprt displays the data. Fr Page Traffic reprts, the fllwing settings can be cnfigured in the reprt display pane: Range Time frame parameter fr the reprt. Frequency Time interval the reprt is displayed in. Display by Infrmatin t display the reprt by. Custm Custmize the Date Range and Frequency in a calendar. Scpe Change the scpe fr the data shwn in the reprt. Page Traffic Page traffic infrmatin. Details Detailed infrmatin by frequency. Viewing Referrers Reprts A Referrers reprt is used t recrd and analyze the referring frequency f hsts r pages within a specified scpe t site cllectin r sites. *Nte: The Referrers reprt des nt supprt SharePint The site cllectins r sites selected fr this reprt have t be limited within the same farm instead f multiple farms. T generate a Referrers reprt in Reprt Center, the required primary data in Site Referrers f SharePint has t be cnfigured in SharePint. T cnfigure the primary data in SharePint, cmplete the fllwing steps: 1. Enter t yur SharePint 2010 envirnment. 2. Navigate t Central Administratin > Mnitring > Cnfigure health data Cllectin. 3. Enable Health Data Cllectin. 4. Click Lg Cllectin Schedule, and then enable all the lg cllectin schedules. DcAve 6: Reprt Center 83

84 Once yu have generated a reprt, the reprt display pane has a number f cnfigurable settings s that yu can custmize hw the reprt displays the data. Fr Referrers reprts, the fllwing settings can be cnfigured in the reprt display pane: Srt by Infrmatin t display the reprt by. Range Time frame parameter fr the reprt. Frequency Time interval the reprt is displayed in. Custm Custmize the Date Range and Frequency in a calendar. Type Set reprt type. Y-Axis Set the parameter fr the Y-Axis. Scpe Change the scpe fr the data shwn in the reprt. Site Referrers Site referrer infrmatin. Details Display detailed infrmatin fr each individual site. Viewing Last Accessed Time Reprts Last Accessed Time reprt displays when the selected site cllectins r sites were last accessed, and by whm, using SharePint Auditr. *Nte: SharePint Audit settings must be enabled fr any site cllectins r sites f which yu want t generate the reprts. Once yu have generated a reprt, the reprt display pane has a number f cnfigurable settings s that yu can custmize hw the reprt displays the data. Fr Last Accessed Time reprts, the fllwing settings can be cnfigured in the reprt display pane: Display by Infrmatin t display the reprt by. Scpe Change the scpe fr the data shwn in the reprt. Filter selectin Filter the data displayed. Viewing Failed Lgin Attempts Reprts Failed Lgin Attempts is used t mnitr failed lgin r access attempts fr the specified farm r site. *Nte: T get Failed Lgin Attempts infrmatin, yu must first cnfigure IIS Lgging. Fr details n cnfiguring IIS Lgging, refer t IIS Lgging sectin. Once yu have generated a reprt, the reprt display pane has a number f cnfigurable settings s that yu can custmize hw the reprt displays the data. Fr Failed Lgin Attempts reprts, the fllwing settings can be cnfigured in the reprt display pane: Range Time frame parameter fr the reprt. 84 DcAve 6: Reprt Center

85 Frequency Time interval the reprt is displayed in. Custm Custmize the Date Range and Frequency in a calendar. Scpe Change the scpe fr the data shwn in the reprt. Y-Axis Set the parameter fr the Y-Axis. Display by Infrmatin t display the reprt by. Failed Lgin Attempts Failed lgin attempt per frequency. Details Display detailed infrmatin fr each individual site. Viewing Wrkflw Status Reprts Wrkflw Status reprts display the number f wrkflws per wrkflw template created by SharePint 2013, SharePint 2010, r SharePint Designer. Wrkflw Status reprts are used t view each wrkflw status by wrkflw template, users, library, r list within a specific scpe, the average time t cmplete the wrkflw, the number f the wrkflw which is currently pen, and the persn assigned t each wrkflw. Once yu have generated a reprt, the reprt display pane has a number f cnfigurable settings s that yu can custmize hw the reprt displays the data. Fr Wrkflw Status reprts, the fllwing settings can be cnfigured in the reprt display pane: Srt by Order t display the data in. Y-Axis Set the parameter fr the Y-Axis. Shw Average Shw average wrkflw. Scpe Change the scpe fr the data shwn in the reprt. Template Allcatin Shw a summary f all f the wrkflws and the wrkflw allcatin by template within the selected scpe. Details Display detailed infrmatin fr each individual site. Viewing SharePint Alerts Reprts SharePint Alerts reprts display the number f alerts fr the specified scpe. Once yu have generated a reprt, the reprt display pane has a number f cnfigurable settings s that yu can custmize hw the reprt displays the data. Fr SharePint Alerts reprts, the fllwing settings can be cnfigured in the reprt display pane: Srt by Order t display the data in. Scpe Change the scpe fr the data shwn in the reprt. Alerts Alerts per farm. Details Where the alerts were encuntered and hw ften. DcAve 6: Reprt Center 85

86 Viewing Dwnlad Ranking Reprts A Dwnlad Ranking reprt is used t list the dwnladed files infrmatin. *Nte: T get Dwnlad Ranking infrmatin, yu must first cnfigure IIS Lgging. Fr details n cnfiguring IIS Lgging, refer t IIS Lgging sectin. Once yu have generated a reprt, the Reprt Display pane has a number f cnfigurable settings s yu can custmize hw the reprt displays the data. Fr Dwnlad Ranking reprts, the fllwing settings can be cnfigured in the Reprt Display pane: Range Time frame parameter fr the reprt. Custm Custmize the time range and frequency in a calendar. Advanced Tp dwnlads per scpe. Scpe Change the scpe fr the data shwn in the reprt. Filter selectin Filter the data displayed. Viewing Site Activity Ranking Reprts A Site Activity Ranking reprt analyzes the site activities at the site cllectin and site levels. In a specific site cllectin, yu can view the site which is the tp hit site, page, r user fr a specific time. By default, it will list the tp eight hit sites, pages, users, lists, r items. Once yu have generated a reprt, the reprt display pane has a number f cnfigurable settings s that yu can custmize hw the reprt displays the data. Fr Site Activity Ranking reprts, the fllwing settings can be cnfigured in the reprt display pane: Range Time frame parameter fr the reprt. Advanced Tp r Bttm number f parameters set here. Custm Custmize the Date Range and Frequency in a calendar. Scpe Change the scpe fr the data shwn in the reprt. Filter selectin Filter the data displayed. Viewing Active Users Reprts An Active Users reprt displays the users with the mst activities within the scpe yu cnfigured. Once yu have generated a reprt, the reprt display pane has a number f cnfigurable settings s that yu can custmize hw the reprt displays the data. Fr Active Users reprts, the fllwing settings can be cnfigured in the reprt display pane: Range Time frame parameter fr the reprt. Custm Custmize the Date Range and Frequency in a calendar. 86 DcAve 6: Reprt Center

87 Srt by Order t display the data in. Scpe Change the scpe fr the data shwn in the reprt. Active Users Active users per scpe. Details Display detailed infrmatin fr each individual site. Exprting Active Users Reprts with Additinal User Prperties By default, exprted Active Users reprts include the same infrmatin as the Shw Reprt feature, but als include the lgin and display names f the reprted users. T exprt Active Users reprts with mre user prperties, cmplete the fllwing steps: 1. Add the user prperties yu want t include in the exprted Active Users reprt int the <UserPrfileCustmPrperties> nde in ReprtCenterServiceCustmPrperties.cnfig file n yur Reprt service server. Fr detailed instructins, refer t Cnfiguring the ReprtCenterServiceCustmPrperties.cnfig File. 2. After adding the user prperties, yu must run a Full User Prfile Cllectr jb t cllect the data f the crrespnding user prperties frm the Search service applicatin. T d s, cmplete the steps belw: a. Change the mde f data cllectr jbs t Full by cnfiguring the <UserPrfileSyncMde> nde in the ReprtCenterServicePrperties.cnfig under the same directry. Fr detailed instructins, refer t Cnfiguring the ReprtCenterServicePrperties.cnfig File. b. G t DcAve Manager > Reprt Center > Data Cllectin, t run a jb f the User Prfile Cllectr. Fr detailed infrmatin n running a data cllectr jb in Data Cllectin, refer t Data Cllectin. c. After this User Prfile Cllectr jb is finished, the data f the cnfigured user prperties are retrieved and stred t the Reprt database. Later, yu can run incremental User Prfile Cllectr jbs t cllect the user prfile data. G back t yur Reprt service server and change the mde f data cllectr jbs t Incremental by cnfiguring the <UserPrfileSyncMde> nde in the ReprtCenterServicePrperties.cnfig. Fr detailed instructins, refer t Cnfiguring the ReprtCenterServicePrperties.cnfig File. 3. After the steps mentined abve are cmpleted, the newly exprt Active Users reprt will include the user prperties f each reprted user as cnfigured in the ReprtCenterServicePrperties.cnfig file. With a cnfigured schedule fr exprting reprts in the Wuld yu like t exprt reprts fr this plan? sectin f the Usage Reprt plan that cntains the Active Users reprt type, yu can exprt an Active Users reprt in the fllwing methds: Wait fr the next scheduled exprt reprt jb t exprt the Active Users reprt including the cnfigured user prperties. DcAve 6: Reprt Center 87

88 T manually exprt an Active Users reprt f a Usage Reprt plan, use the Exprt Nw > Exprt t Datasheet feature in the Usage Reprts r Shw Reprt interface. 88 DcAve 6: Reprt Center

89 Creating Infrastructure Reprts SharePint Infrastructure Reprting cnsists f tw categries: Real-time Mnitring and Infrastructure Reprts. Real-time mnitring allws yu t view live perfrmance data regarding yur SharePint deplyment, while Infrastructure Reprts assist in management and lng-term planning f yur data. Infrastructure Reprts Interface When in the Infrastructure Reprts tab f Reprt Center, yu will see the fllwing areas: 1. Ribbn Tlbar where yu can select the type f reprt yu want t generate, perfrm actins n reprts, r access the integrated Jb Mnitr. 2. Scpe pane Cnfigure the settings fr a reprt. 3. Reprt Display pane Review the reprt. There are a number f cnfigurable settings t custmize hw the infrmatin is displayed. Figure 4: Infrastructure Reprts interface. DcAve 6: Reprt Center 89

90 SharePint Services SharePint Services allws yu t view the latest active SharePint Servers and SharePint services, alng with their status. *Nte: While the Details tab f the SharePint Tplgy reprt shws similar infrmatin, the SharePint Tplgy reprt is able t display infrmatin abut multiple farms. Generating SharePint Services Reprts T cnfigure the basic settings fr the SharePint Services reprt, g t the Infrastructure Reprts tab f Reprt Center, and click SharePint Services n the ribbn. In the Scpe cnfiguratin area, select the farm yu want t view frm the drp-dwn menu by checking the crrespnding checkbx. Click Shw Reprt t generate the reprt in the Reprt Display pane n the right. Viewing SharePint Services Reprts Once yu have generated a reprt, the Reprt Display pane has a number f cnfigurable settings s that yu can custmize hw the reprt displays the data. Fr SharePint Services reprts, the fllwing settings can be cnfigured in the Reprt Display pane: Srt Services by Order t display the data in. Scpe Change the scpe fr the data shwn in the reprt. Filter selectin Filter the data displayed. CPU/Memry Usage A CPU/Memry Usage reprt prvides a real time mnitring f the CPU and memry usage f the hst machine where the DcAve Agent is lcated Generating CPU/Memry Usage Reprts T cnfigure the basic settings fr the CPU/Memry Usage reprt, in the Infrastructure Reprts tab f Reprt Center, click CPU/Memry Usage n the ribbn. Yu can cnfigure the fllwing settings in the Scpe pane: 1. Reprt Prfile Name Select a previusly cnfigured prfile frm the drp-dwn menu r create a new prfile by entering a new name in the Reprt Prfile text bx. Click the new buttn ( ) t clear all fields, click the save buttn ( ) t save changes t the current reprt prfile, r click the save as buttn ( ) t save any changes under a new prfile name. 2. Hst Select the hst machine where the DcAve Agent is lcated. 90 DcAve 6: Reprt Center

91 3. Ntificatin Check the Usage alert checkbx if yu want t have ntificatins sent ut when the desired criteria are met. Then cnfigure the fllwing ptins: Ntificatin Name Select a previusly cnfigured ntificatin, r click New E- mail Ntificatin t create a new ntificatin prfile. Fr details n creating an e- mail ntificatin prfile, see the User Ntificatin Settings sectin in the DcAve 6 Cntrl Panel Reference Guide. Threshlds Specify the triggers fr the ntificatin. Yu may chse t use ne r bth f these threshlds: Check the CPU checkbx t activate this threshld, and then enter the values fr % lasts fr mre than minute(s). Check the Memry checkbx t activate this threshld, and then enter the values fr % lasts fr mre than minute(s). *Nte: By default, threshlds are checked ne time each minute. If these numbers exceed the threshlds set here, an ntificatin will be sent. Interval Specify the frequency f ntificatins. Enter a psitive integer int the Every text bx, then select Day(s) r Week(s) frm the drp-dwn menu. Click Shw Reprt t generate the reprt in the Reprt Display pane n the right. Viewing CPU/Memry Usage Reprts Once yu have generated a reprt, the Reprt Display pane has a number f cnfigurable settings s that yu can custmize hw the reprt displays the data. Fr CPU/Memry Usage reprts, the fllwing settings can be cnfigured in the Reprt Display pane: Netwrking Time Interval Time interval the reprt is displayed in. CPU/Memry Display CPU infrmatin, memry infrmatin, r bth. Scpe Change the scpe fr the data shwn in the reprt. Details Detailed usage infrmatin per hst machine. Filter selectin Filter the data displayed. A Netwrking reprt prvides real-time infrmatin n netwrking usage (bth wired and wireless) f DcAve Agent servers. DcAve 6: Reprt Center 91

92 Generating Netwrking Reprts T cnfigure the basic settings fr the Netwrking reprt, in the Infrastructure Reprts tab f Reprt Center, click Netwrking n the ribbn. Yu can cnfigure the fllwing settings in the Scpe pane: 1. Reprt Prfile Name Select a previusly cnfigured prfile frm the drp-dwn menu r create a new prfile by entering a new name in the Reprt Prfile text bx. Click the new buttn ( ) t clear all fields, click the save buttn ( ) t save changes t the current reprt prfile, r click the save as buttn ( ) t save any changes under a new prfile name. 2. Hst Select the hst machine where the DcAve Agent is lcated. 3. Adapter Select the adapter. 4. Ntificatin Check the Usage alert checkbx if yu want t have ntificatins sent ut when the desired criteria are met. Then cnfigure the fllwing ptins: Ntificatin Name Select a previusly cnfigured ntificatin, r click New E- mail Ntificatin t create a new ntificatin prfile. Fr details n creating an e- mail ntificatin prfile, see the User Ntificatin Settings sectin in the DcAve 6 Cntrl Panel Reference Guide. Threshlds Specify the triggers fr this ntificatin. Enter the values fr % lasts fr minute(s). *Nte: By default, threshlds are checked ne time each minute. If the number exceeds the threshld set here, an ntificatin will be sent. Interval Specify the frequency f ntificatins. Enter a psitive integer int the Every text bx, then select Day(s) r Week(s) frm the drp-dwn menu. Click Shw Reprt t generate the reprt in the Reprt Display pane n the right. Viewing Netwrking Reprts Once yu have generated a reprt, the Reprt Display pane has a number f cnfigurable settings s that yu can custmize hw the reprt displays the data. Fr netwrking reprts, the fllwing settings can be cnfigured in the Reprt Display pane: Time Interval Time interval the reprt is displayed in. Scpe Change the scpe fr the data shwn in the reprt. Details Netwrking data per hst machine. Filter selectin Filter the data displayed. 92 DcAve 6: Reprt Center

93 SharePint Tplgy The SharePint Tplgy is a rle-based functin that displays all the server names and number in ne f yur SharePint farms with an intuitive tplgy. Yu can view mre infrmatin n a particular server n yur farm by clicking the crrespnding icns. Generating SharePint Tplgy Reprts T cnfigure the basic settings fr the SharePint Tplgy reprt, in the Infrastructure Reprts tab f Reprt Center, click SharePint Tplgy n the ribbn. Yu can cnfigure the fllwing settings in the Scpe pane: Scpe In the Scpe cnfiguratin area, select the farm yu want t view frm the drp-dwn menu. Click Shw Reprt t generate the reprt in the Reprt Display pane n the right. Viewing SharePint Tplgy Reprts Once yu have generated a reprt, the Reprt Display pane has a number f cnfigurable settings s that yu can custmize hw the reprt displays the data. Fr SharePint Tplgy reprts, the fllwing settings can be cnfigured in the Reprt Display pane: Tplgy by Rle Find infrmatin by rle in farm. Tplgy by Server See all f the services. Details Service and status per server rle. Srt services by Order t display data in. Filter selectin Filter the data displayed. SharePint Search Services The SharePint Search Services reprt prvides real time infrmatin n the crawling speed f the SharePint SSA, as well as the detailed infrmatin abut the SSA such as cntent surce status, system status and the search applicatin tplgy. Generating SharePint Search Services Reprts T cnfigure the basic settings fr the SharePint Search Service reprt, in the Infrastructure Reprts tab f Reprt Center, click SharePint Search Services n the ribbn. Yu can cnfigure the fllwing settings in the Scpe pane: 1. Reprt Prfile Name Select a previusly cnfigured prfile frm the drp-dwn menu r create a new prfile by entering a new name in the Reprt Prfile text bx. Click the new buttn DcAve 6: Reprt Center 93

94 ( ) t clear all fields, click the save buttn ( ) t save changes t the current reprt prfile, r click the save as buttn ( ) t save any changes under a new prfile name. 2. Scpe In the Scpe cnfiguratin area, select the Farm yu want t view frm the drp-dwn menu. Then select the Search Service Applicatin frm the drp-dwn menu. Yu can generate the SharePint Search Service reprt fr the Search Service Applicatins f SharePint 2010 and SharePint 2013 at the same time. Click Shw Reprt t generate the reprt in the Reprt Display pane n the right. Viewing SharePint Search Services Reprts Once yu have generated a reprt, the Reprt Display pane has a number f cnfigurable settings s that yu can custmize hw t display the reprts, the fllwing settings can be cnfigured in the Reprt Display pane: Time Interval Time interval the reprt is displayed in. Scpe Change the scpe fr the data shwn in the reprt. Crawling Speed Crawling speed f search service. Cntent Surces Infrmatin abut the search service. Filter selectin Filter the data displayed. System Status Status f the search service. Search Applicatin Tplgy Where the search service is. Envirnment Search Filter selectin Filter the data displayed. Envirnment Search generates reprts fr bjects in specified envirnments, such as hst, farm as well as services, servers and their status in farm. Generating Envirnment Search Reprts T cnfigure the basic settings fr the Envirnment Search reprt, in the Infrastructure Reprts tab f Reprt Center, click Envirnment Search n the ribbn. Yu can cnfigure the fllwing settings in the Scpe pane: 1. Reprt Prfile Name Select a previusly cnfigured prfile frm the drp-dwn menu r create a new prfile by entering a new name in the Reprt Prfile text bx. Click t clear all fields, click t save changes t the current reprt prfile, r click t save any changes under a new prfile name. 2. Criteria In the Criteria cnfiguratin area, cnfigure the fllwing ptins: Criteria Select Dmain, IPv4 Range r Hst Name. 94 DcAve 6: Reprt Center

95 Value Enter the Dmain Name, IPv4 range r Hst Name depending n the Criteria yu have selected. Username Enter the username accrding t the Criteria and Value yu have entered. Passwrd Enter the passwrd fr the accunt. 3. Additinal filters Yu may add additinal filters f the same Criteria. Dmain Fr multiple filters, click Add anther filter. By default, the lgic is set t And. The lgic can be cnfigured as And r Or by clicking n the lgic itself. Click Search Hst. The Hst Name, Username, and Operating System will be displayed in the Hst table. Click Save t save these search results. They will remain n the screen when yu repen this layut page. IPv4 Range Fr multiple filters, click Add anther IPv4 Range filter. The lgic fr IPv4 Range filters is Or. Hst Name Fr multiple filters, click Add anther Hst Name filter. The lgic fr Hst Name filters is Or. Click Scan t scan the envirnment based n the filters cnfigured. Site Cllectin Cmparisn A Site Cllectin Cmparisn displays the differences amng selected site cllectins based n predefined criteria. Generating Site Cllectin Cmparisn T cnfigure the basic settings fr the Site Cllectin Cmparisn, in the Infrastructure Reprts tab f Reprt Center, click Site Cllectin Cmparisn n the ribbn. Yu can cnfigure the fllwing settings in the Scpe pane: 1. Reprt Prfile Name Select a previusly cnfigured prfile frm the drp-dwn menu r create a new prfile by entering a new name in the Reprt Prfile text bx. Click the new buttn ( ) t clear all fields, click the save buttn ( ) t save changes t the current reprt prfile, r click the save as buttn ( ) t save any changes under a new prfile name. 2. Scpe In the Scpe cnfiguratin area, click the farm name and expand the data tree dwn t the desired bject level, r enter a URL/name in the search text bx abve the tree. Check the checkbxes next t the ndes yu want t include in the reprt. T narrw dwn the search criteria and display fewer ndes under a particular farm/web appellatin level nde n the tree, right-click the nde and select Advanced Search t access the Advanced Search interface. Fr detailed instructins n using the Advanced Search feature, refer t Searching Ndes Using the Advanced Search Feature. Click Shw Reprt t generate the reprt in the Reprt Display pane n the right. DcAve 6: Reprt Center 95

96 Viewing Site Cllectin Cmparisn Once yu have generated a reprt, the Reprt Display pane has a number f cnfigurable settings s that yu can custmize hw t display the reprts, the fllwing settings can be cnfigured in the Reprt Display pane: Infrmatin Varius site cllectin statistics in respect t basic infrmatin, settings, and security highlighting the differences. Scpe Change the scpe fr the data shwn in the reprt. Site Cllectin Lad Time This reprt displays the time taken t lad the selected site cllectins. Generating Site Cllectin Lad Time Reprts T cnfigure the basic settings fr the Site Cllectin Lad Time reprt, in the Infrastructure Reprts tab f Reprt Center, click Site Cllectin Lad Time n the ribbn. Yu can cnfigure the fllwing settings in the Scpe pane: 1. Reprt Prfile Name Select a previusly cnfigured prfile frm the drp-dwn menu r create a new prfile by entering a new name in the Reprt Prfile text bx. Click the new buttn ( ) t clear all fields, click the save buttn ( ) t save changes t the current reprt prfile, r click the save as buttn ( ) t save any changes under a new prfile name. 2. Scpe In the Scpe cnfiguratin area, click the farm name and expand the data tree dwn t the desired bject level, r enter a URL/name in the search text bx abve the tree. Check the checkbxes next t the ndes yu want t include in the reprt. T narrw dwn the search criteria and display fewer ndes under a particular farm/web appellatin level nde n the tree, right-click the nde and select Advanced Search t access the Advanced Search interface. Fr detailed instructins n using the Advanced Search feature, refer t Searching Ndes Using the Advanced Search Feature. 3. Enable Cllectr Cllect data fr the reprt. By default, this feature cllects the infrmatin at midnight everyday (accrding t yur Cntrl Service s time zne). Click Data Cllectin t jump t the Data Cllectin page. By default, the cllectr schedule is enabled. T disable the cllectr schedule, uncheck the Enable Cllectr checkbx. The status f the cllectr will change t Disabled, and DcAve will nt cllect the infrmatin accrding t the schedule. Fr mre infrmatin abut Cllectr, refer t the Data Cllectin sectin f this guide. 4. Ntificatin Check the Usage alert checkbx if yu want t have ntificatins sent ut when the desired criteria are met. Then cnfigure the fllwing ptins: Ntificatin Name Select a previusly cnfigured ntificatin, r click New E- mail Ntificatin t create a new ntificatin prfile. Fr details n creating an e- mail ntificatin prfile, see the User Ntificatin Settings sectin in the DcAve 6 Cntrl Panel Reference Guide. 96 DcAve 6: Reprt Center

97 Threshlds Specify the trigger fr this ntificatin. Enter the values fr Mre than secnds with cnsecutive tries. *Nte: By default, the threshld is checked depending n the interval yu have cnfigured. If the number exceeds the threshld set here, an ntificatin will be sent. Interval Specify the frequency f ntificatins. Enter a psitive integer int the Every text bx, then select Day(s) r Week(s) frm the drp-dwn menu. Click Cllect Nw t cllect the infrmatin f the current prfile immediately. Click Shw Reprt t generate the reprt in the Reprt Display pane n the right. Viewing Site Cllectin Lad Time Reprts Once yu have generated a reprt, the Reprt Display pane has a number f cnfigurable settings s that yu can custmize hw t display the reprts, the fllwing settings can be cnfigured in the Reprt Display pane: Range - Time frame parameter fr the reprt. Frequency - Time interval the reprt is displayed in. Type - Set reprt type. Custm - Custmize the time range and frequency in a calendar. Scpe - Change the scpe fr the data shwn in the reprt. Lad Time - Lad time per frequency. Details - Display detailed infrmatin fr each individual site. Strage Optimizatin Strage Optimizatin reprts are infrastructure reprts that prvide specific infrmatin n yur strage use in DcAve. Strage Trends A Strage Trends reprt displays the current and prjected strage use by selected SharePint npremises farm, Web applicatins, cntent databases, r site cllectins r SharePint Online site cllectins n an adjustable time scale. It als prvides a drill-dwn analysis f the size f each site cllectin by dcument type, size by sites, and size by SharePint lists r libraries. DcAve 6: Reprt Center 97

98 Generating Strage Trends Reprts T cnfigure the basic settings fr a Strage Trends reprt, g t the Infrastructure Reprts tab f Reprt Center, and click Strage Trends n the ribbn. Yu can cnfigure the fllwing settings in the Scpe pane: 1. Reprt Prfile Name Select a previusly cnfigured prfile frm the drp-dwn menu r create a new prfile by entering a new name in the Reprt Prfile text bx. Click the new buttn ( ) t clear all fields, click the save buttn ( ) t save changes t the current reprt prfile, r click the save as buttn ( ) t save any changes under a new prfile name. 2. Scpe In the Scpe cnfiguratin area, click the farm name and expand the data tree dwn t the desired farm/web applicatin/site cllectin, r enter a URL/name in the search text bx abve the tree. Check the checkbxes next t the ndes yu want t include in the reprt. T narrw dwn the search criteria and display fewer ndes under a particular farm/web appellatin level nde n the tree, right-click the nde and select Advanced Search t access the Advanced Search interface. Fr detailed instructins n using the Advanced Search feature, refer t Searching Ndes Using the Advanced Search Feature. 3. Enable Cllectr Cllect data fr the reprt. By default, this feature cllects the infrmatin at midnight everyday (accrding t yur Cntrl Service s time zne). Click Data Cllectin t jump t the Data Cllectin page. By default, the cllectr schedule is enabled. T disable the cllectr schedule, uncheck the Enable Cllectr checkbx. The status f the cllectr will change t Disabled, and DcAve will nt cllect the infrmatin accrding t the schedule. Fr mre infrmatin abut Cllectr, refer t Data Cllectin. 4. Exprt Schedule In the schedule cnfiguratin area, chse ne f the fllwing ptins: N Schedule Select this ptin if yu d nt want t cnfigure a schedule fr this prfile. If yu chse this ptin, yu must run the reprt manually. Cnfigure the schedule myself Select this ptin t cnfigure the specific time yu want t exprt reprts f this prfile. A schedule cnfiguratin area appears. Yu can custmize the schedule with the fllwing ptins. Start time Select the date and time when t start exprting reprts f this prfile. *Nte: The start time cannt be earlier than the current time. Interval Enter an integer int the text bx and select by Hur(s), Day(s), Week(s), r Mnth(s). The reprts will be exprted repeatedly based n this schedule. Click Calendar View t see the schedules in a calendar. Schedule ending Designate when t stp exprting reprts f this prfile. Select N end date fr the reprts f this prfile t be exprted repeatedly until yu stp it manually. Select End after ccurrence(s) t have the jb stpped after the defined ccurrences that yu cnfigured in the text bx. Select End by Date + Time t specify the exact date and time t stp exprting the reprts f this prfile. 98 DcAve 6: Reprt Center

99 Exprt Reprt Settings Select the desired Reprt Frmat and Exprt Lcatin, and then click View t access detailed infrmatin abut the selected exprt lcatin. If yu want t cnfigure a new exprt lcatin, click New Exprt Lcatin, and fllw the instructins prvided in the Exprt Lcatin sectin f this guide. Date Range In the Date Range cnfiguratin area, chse ne f the fllwing ptins: Duratin Click the Duratin radi buttn, and then select the desired time range frm the drp-dwn menu. There are eight duratins available: This Mnth, Last Mnth, Last 2 Mnths, This Week, Last Week, Last 2 Weeks, Tday, and Yesterday. Custm Start Date Click the Starting Date radi buttn t designate the start date frm when the data will be included in the exprted reprts. Frequency Select the time interval in which the data is displayed in the exprted reprt. Ntificatin Optinally, check the Send Ntificatin checkbx and select the Recipient f this ntificatin. Yu can select a previusly cnfigured ntificatin prfile, and then click View t access detailed infrmatin, r click New Ntificatin t create a new ntificatin prfile. Fr details n creating an ntificatin prfile, refer t the User Ntificatin Settings sectin in the DcAve 6 Cntrl Panel Reference Guide. Yu can chse t have the reprt included in the as an attachment by checking the Attach reprt t the when the size f the reprt is less than checkbx, and then enter the maximum size f the reprt allwed in the less than MB. 5. Ntificatin In the ntificatin cnfiguratin area, yu can set up tw types f ntificatins fr this reprt. Yu can cnfigure ne r bth f the Usage Alert Settings and Predictin Settings. Check the Usage alert checkbx if yu want t have ntificatins sent ut when the desired criteria are met (the Usage Alert Settings area becmes active), and/r check the Predictin checkbx if yu want t have ntificatins sent ut when the predictin value is met (the Predictin Settings area becmes active). Cnfigure the fllwing settings as necessary: Ntificatin Name The tw types f ntificatins use the same ntificatin prfile t send the . Select a previusly cnfigured ntificatin, r click New Ntificatin t create a new ntificatin prfile. Fr details n creating an ntificatin prfile, see the User Ntificatin Settings sectin in the DcAve 6 Cntrl Panel Reference Guide. Usage Alert Settings Specify the strage and time interval triggers by cnfiguring the fllwing settings. When the strage size exceeds the set values, the will be sent ut. Threshlds Specify the usage alert triggers fr this ntificatin. DcAve 6: Reprt Center 99

100 When the strage size exceeds the specified value, an will be sent. Enter the values fr Strage: Mre than, and then select MB r GB frm the drp-dwn menu. When the strage limit exceeds the specified percentage, an will be sent ut. Enter an integer fr Strage: Mre than % f the strage limit in quta template. The ntificatin cnfigured fr the strage limit is nly supprted fr the site cllectin level ndes. *Nte: By default, threshlds are checked depending n the interval yu have cnfigured. If these numbers exceed the threshlds set here, an ntificatin will be sent ut. Interval Specify the frequency f ntificatins. Enter a psitive integer int the Every text bx, then select Day(s) r Week(s) frm the drp-dwn menu. Predictin Settings Check this checkbx t enable ntificatins triggered by predictin values, then cnfigure the fllwing settings: Time Range Enter a psitive integer int the Prjected usage in the upcming textbx, and select Day(s), Week(s) r Mnth(s) frm the drpdwn menu. Threshlds Enter a psitive integer int the Strage: Mre than, and then select MB r GB frm the drp-dwn menu. *Nte: By default, threshlds are checked depending n the interval yu have cnfigured. If these numbers exceed the threshlds set here, an ntificatin will be sent ut. Interval Specify the frequency f ntificatins. Enter a psitive integer int the Every text bx, then select Day(s) r Week(s) frm the drp-dwn menu. Click Cllect Nw t cllect the infrmatin f the current prfile immediately. Click Shw Reprt t generate the reprt in the Reprt Display pane n the right. Viewing Strage Trends Reprts Once yu have generated a reprt, the Reprt Display pane has a number f cnfigurable settings s that yu can custmize hw t display the reprts, the fllwing settings can be cnfigured in the Reprt Display pane: Range Time frame parameter fr the reprt. Frequency Time interval the reprt is displayed in. Type Set reprt type. Custm Custmize the time range and frequency in a calendar. Scpe Change the scpe fr the data shwn in the reprt. 100 DcAve 6: Reprt Center

101 Strage Analyzer Strage Trends Strage trends per frequency. Predictin Predicted trends based n current trends. Allcatin This tab is nly available fr site cllectin level Strage Trends reprts. Use it t view the allcatin f the sites, cntents, and types by size r number within a specific site cllectin. Item Details This tab is nly at the site cllectin level Strage Trends reprts. Use it t view the details f each list/library f a specific site cllectin. A Strage Analyzer reprt displays the size and prprtin f data stred in SharePint and external devices. The external devices are related t yur settings in the mdule f Strage Optimizatin. Generating Strage Analyzer Reprts T cnfigure the basic settings fr the Strage Analyzer reprt, in the Infrastructure Reprts tab f Reprt Center, click Strage Analyzer n the ribbn. Yu can cnfigure the fllwing settings in the Scpe pane: 1. Reprt Prfile Name Select a previusly cnfigured prfile frm the drp-dwn menu r create a new prfile by entering a new name in the Reprt Prfile text bx. Click the new buttn ( ) t clear all fields, click the save buttn ( ) t save changes t the current reprt prfile, r click the save as buttn ( ) t save any changes under a new prfile name. 2. Scpe In the Scpe cnfiguratin area, click the farm name and expand the data tree dwn t the desired farm/web applicatin/site cllectin/cntent database, r enter a URL/name in the search text bx abve the tree. Check the checkbxes next t the ndes yu want t include in the reprt. 3. Generate Raw Data Generate raw data f selected scpes. Click Generate Raw Data. The cnfiguratin windw appears. Cmplete the fllwing steps: Exprt Lcatin Select a cnfigured exprt lcatin frm the drp-dwn menu, r click New Exprt Lcatin t create a new ne. Refer t Exprt Lcatin fr mre infrmatin. Ntificatin Check the Send Ntificatin checkbx and select the Recipient f this ntificatin. Yu can select a previusly cnfigured ntificatin prfile, and then click View t access detailed infrmatin. Or, click New Ntificatin t create a new ntificatin prfile. Fr details n creating an ntificatin prfile, see the User Ntificatin Settings sectin in the DcAve 6 Cntrl Panel Reference Guide. Yu can chse t have the reprt included in the as an attachment by checking the Attach reprt t the when the size f the reprt is less than checkbx, and then enter the maximum size f the reprt allwed in the less than MB text bx. Physical Lcatin Check the Physical Lcatin checkbx t include the physical lcatin infrmatin in the raw data reprt. The Physical Lcatin clumn will be added DcAve 6: Reprt Center 101

102 t the reprt files, and it allws yu t have a general view n the physical lcatin infrmatin f the data. *Nte: Including physical lcatin infrmatin may slw dwn the generatin speed. The generated reprt displays the size f the bject accrdingly in the Size in Cntent Database(KB) clumn and the Size in Other Strage(KB) clumn. 4. Analysis Rule Specify the critical bject type, and cnfigure the rules accrdingly t generate reprt: Object Type Select the bject (Attachment, Dcument, Dcument Versin, Item, and Item Versin) yu want t cntain in the reprt frm the drp-dwn menu. Rules Yu must select at least ne rule. Size Rule and Time Rule cllect data and then display data separately in the reprt pane accrding t yur cnfiguratins: Size Rule Specify BLOB Size and Size Interval. The range frm 0 t the specified BLOB size will be divided by the size interval, and displayed as the Y Axis f the reprt diagram. Fr example, if the specified BLOB size is 100MB and the size interval is 20MB. The Y Axis will display: 0MB, 20MB, 60MB, 80MB, and 100 MB. Time Rule Specify the Time Range and Time Interval. Select the Created Date r Last Mdified Date as the start time when the data is cllected and displayed. Click the calendar buttn ( ) t specify the time range and time zne, and then enter an integer in the Time Interval text bx. The time range will be divided by the time interval, and displayed as the Y Axis f the reprt diagram. 5. Schedule In the schedule cnfiguratin area, chse ne f the fllwing ptins: N Schedule Cllect the data manually by clicking the Run Reprt drp dwn list and selecting Run Reprt Only r Save Prfile and Run Reprt. Clicking Save Prfile and Run Reprt als saves the cnfigured reprt prfile. Cnfigure the schedule myself Select this ptin t cnfigure the specific time yu want t cllect the data f this prfile. A schedule cnfiguratin area appears. Yu can custmize the schedule with the fllwing ptins: Start time Select the date and time fr cllecting the data. *Nte: The start time cannt be earlier than the current time. Interval Enter an integer int the text bx and select by Hur(s), Day(s), Week(s), r Mnth(s). The data will be cllected repeatedly based n this schedule. Click Calendar View t see the schedules in a calendar. Schedule ending Designate when t stp cllecting the data f this prfile. Select N end date fr the data f this prfile t be cllected repeatedly until yu stp it manually. Select End after ccurrence(s) t have the jb stpped after the defined ccurrences that yu cnfigured in the text bx. Select End by 102 DcAve 6: Reprt Center

103 Date + Time t specify the exact date and time fr the data t stp being cllected. Exprt Reprt Settings Check the Exprt reprt checkbx and cnfigure the fllwing settings fr the reprts t be exprted. Reprt Frmat Select the desired frmat fr the reprts yu want t exprt. Exprt Lcatin Select the exprt lcatin where yu want t stre the exprted reprts, and then click View t access the detailed infrmatin f the selected exprt lcatin. If yu want t cnfigure a new exprt lcatin, click New Exprt Lcatin, and fllw the instructins prvided in the Exprt Lcatin sectin f this guide. Strage Analyzer Type Select the type f the data yu want t exprt. Analysis Rule Specify the rule based n which exprted reprts are generated. Send Ntificatin Optinally, check the Send Ntificatin checkbx and select the Recipient f this ntificatin t send ntificatin s fr the jbs f this prfile. Yu can select a previusly cnfigured ntificatin prfile, and then click View t access detailed infrmatin, r click New Ntificatin t create a new ntificatin prfile. Fr details n creating an ntificatin prfile, refer t the User Ntificatin Settings sectin in the DcAve 6 Cntrl Panel Reference Guide. Yu can chse t have the reprt included in the e- mail as an attachment by checking the Attach reprt t the when the size f the reprt is less than checkbx, and then enter the maximum size f the reprt allwed in the less than MB. Click the Run Reprt drp-dwn list, and then select Run Reprt nly r Save Reprt and Run Reprt t generate the reprt in the Reprt Display pane n the right. Viewing Strage Analyzer Reprts Once yu have generated a reprt, the Reprt Display pane has a number f cnfigurable settings s that yu can custmize hw t display the reprts, the fllwing settings can be cnfigured in the Reprt Display pane: Rule Display the reprt accrding t the rule settings. Display by Order t display the data in. X-Axis Set the parameter fr the X-axis. Scpe Change the scpe fr the data shwn in the reprt. SQL Data Analyzer BLOB data brken dwn by the specified bject. BLOB Inventry BLOB strage infrmatin. DcAve 6: Reprt Center 103

104 User Strage Size User Strage Size is used t display strage size dwn at site cllectin level/site level fr certain users as well as the infrmatin n the cntent cntributrs t certain libraries, lists, and discussin bards. Generating User Strage Size Reprts T cnfigure the basic settings fr the User Strage Size reprt, in the Infrastructure Reprts tab f Reprt Center, click User Strage Size n the ribbn. Yu can cnfigure the fllwing settings in the Scpe pane: 1. Reprt Prfile Name Select a previusly cnfigured prfile frm the drp-dwn menu r create a new prfile by entering a new name in the Reprt Prfile text bx. Click the new buttn ( ) t clear all fields, click the save buttn ( ) t save changes t the current reprt prfile, r click the save as buttn ( ) t save any changes under a new prfile name. 2. Scpe In the Scpe cnfiguratin area, click the farm name and expand the data tree dwn t the desired site cllectin/site, r enter a URL/name in the search text bx abve the tree. Check the checkbxes next t the ndes yu want t include in the reprt. T narrw dwn the search criteria and display fewer ndes under a particular farm/web appellatin level nde r a Sites nde n the tree, right-click the nde and select Advanced Search t access the Advanced Search interface. Fr detailed instructins n using the Advanced Search feature, refer t Searching Ndes Using the Advanced Search Feature. 3. Enable Cllectr Cllect data fr the reprt. By default, this feature cllects the infrmatin at midnight everyday (accrding t yur Cntrl Service s time zne). Click Data Cllectin t jump t the Data Cllectin page. By default, the cllectr schedule is enabled. T disable the cllectr schedule, uncheck the Enable Cllectr checkbx. The status f the cllectr will change t Disabled, and DcAve will nt cllect the infrmatin accrding t the schedule. Fr mre infrmatin abut Cllectr, refer t Data Cllectin. 4. User In the User cnfiguratin area, yu can set the users whse activity yu want t view r d nt want t view: Include All Users By default this ptin is selected. The activities f all users can be viewed. Users t Exclude Enter the users whse activity yu d nt wish t view. Yu can click the check names buttn ( ) t check the name yu entered r click the brwse buttn ( ) t find the users yu want t exclude in the reprt. Users t Include Enter the users whse activity yu want t view. Yu can click the check names buttn ( ) t check the name yu entered r click the brwse buttn ( ) t find the users yu want t include in the reprt. Include Annymus Users Check the checkbx f Include Annymus Users t include the activities f annymus users. 5. Ntificatin Check the Usage alert checkbx if yu want t have ntificatins sent ut when the desired criteria are met. Then cnfigure the fllwing ptins: 104 DcAve 6: Reprt Center

105 Ntificatin Name Select a previusly cnfigured ntificatin, r click New E- mail Ntificatin t create a new ntificatin prfile. Fr details n creating an e- mail ntificatin prfile, see the User Ntificatin Settings sectin in the DcAve 6 Cntrl Panel Reference Guide. Threshlds Specify the triggers fr this ntificatin. Enter the values fr Mre than, then select MB r GB frm the strage size drp-dwn menu. *Nte: By default, threshlds are checked depending n the interval yu have cnfigured. If these numbers exceed the threshlds set here, an ntificatin will be sent. Interval Specify the frequency f ntificatins. Enter a psitive integer int the Every text bx, then select Day(s) r Week(s) frm the drp-dwn menu. Click Cllect Nw t cllect the data f the current prfile immediately, r click Shw Reprt t generate the reprt in the Reprt Display pane n the right. Viewing User Strage Size Reprts Once yu have generated a reprt, the Reprt Display pane has a number f cnfigurable settings s that yu can custmize hw t display the reprts, the fllwing settings can be cnfigured in the Reprt Display pane: Display by Infrmatin t display the reprt by. Srt by Order t display the data in. Scpe Change the scpe fr the data shwn in the reprt. User Strage Size Strage size per user. Details Strage size per user per site cllectin/site URL. DcAve 6: Reprt Center 105

106 Creating Administratin Reprts Administratin Reprts are used t versee SharePint settings and securities fr gvernance. Administratin Reprts Interface The Administratin Reprt tab f Reprt Center is split up int the fllwing three areas: 1. Ribbn Tlbar where yu can select the type f reprt yu want t generate, perfrm actins n reprts, r access the integrated Jb Mnitr. 2. Scpe pane Select the farm r SharePint bject. 3. Reprt settings Cnfigure what t include in the reprts. 106 Figure 5: Administratin Reprt Cnfiguratin interface. Cnfiguratin Reprts Cnfiguratin Reprts are used t display the specific and detailed infrmatin f SharePint settings and cnfiguratins fr the selected SharePint n-premises farms, Web applicatins, site cllectins, cntent databases, sites, and/r lists, r SharePint Online site cllectins, sites, and/r lists. *Nte: The Cnfiguratin Reprts are nt supprted fr reprting n the Site Cllectin/Site Usage in SharePint T include Site Cllectin/Site Usage in the Cnfiguratin Reprts, ensure the Web Analysis service is started in SharePint. DcAve 6: Reprt Center

107 Generating Cnfiguratin Reprts T cnfigure the basic settings fr the Cnfiguratin reprt, in the Administratin Reprts tab f Reprt Center, click Cnfiguratin Reprts n the ribbn. Yu can cnfigure the fllwing settings in the Scpe pane: 1. Reprt Prfile Name Select a previusly cnfigured prfile frm the drp-dwn menu r create a new prfile by entering a new name in the Reprt Prfile text bx. Click the new buttn ( ) t clear all fields, click the save buttn ( ) t save changes t the current reprt prfile, r click the save as buttn ( ) t save any changes under a new prfile name. 2. Scpe In the Scpe cnfiguratin area, click the farm name and expand the data tree dwn t the desired farm/web applicatin/cntent database/site cllectin/site/library/list, r enter a URL/name in the search text bx abve the tree. Check the checkbxes next t the ndes yu want t include in the reprt. *Nte: Yu can generate the Cnfiguratin Reprt when selecting multiple ndes at the same level frm bth the SharePint 2010 tree and SharePint 2013 tree at the same time. 3. Please select a schedule (Optinal) In the schedule cnfiguratin area, chse ne f the fllwing: N Schedule Select this ptin if yu d nt want t cnfigure a schedule fr this prfile. If yu chse this ptin, yu must cllect the data manually by clicking Save Prfile and Run Reprt. Cnfigure the schedule myself Select this ptin t cnfigure the specific time yu want t cllect the data f this prfile. A schedule cnfiguratin area appears. Yu can custmize the schedule with the fllwing ptins: Start time Select the date and time fr cllecting the data. *Nte: The start time cannt be earlier than the current time. Interval Enter an integer int the text bx and select by Hur(s), Day(s), Week(s), r Mnth(s). The data will be cllected repeatedly based n this schedule. Click Calendar View t see the schedules in a calendar. Schedule ending Designate when t stp cllecting the data f this prfile. Select N end date fr the data f this prfile t be cllected repeatedly until yu stp it manually. Select End after ccurrence(s) t have the jb stpped after the defined ccurrences yu designate in the text bx. Select End by Date + Time t specify the exact date and time fr the data t stp being cllected. Then select the desired Reprt Frmat and Exprt Lcatin in the Exprt Reprt Settings cnfiguratin area, and click View t access t the detailed infrmatin f the selected exprt lcatin. If yu want t cnfigure a new exprt lcatin, click New Exprt Lcatin, then fllw the instructins prvided in the Exprt Lcatin sectin f this guide. 4. Please select an ntificatin (Optinal) Check the Exprt Reprt checkbx and select a ntificatin prfile frm the Ntificatin drp-dwn menu, r click New Ntificatin t create a new prfile. Fr mre infrmatin, see the User Ntificatin Settings DcAve 6: Reprt Center 107

108 sectin in the DcAve 6 Cntrl Panel Reference Guide. Yu can chse t have the reprt included in the as an attachment by checking the Attach reprt t the when the size f the reprt is less than checkbx, and then enter the maximum size f the reprt allwed in the less than MB text bx. 5. Please cnfigure reprt settings Cnfigure what infrmatin yu wuld like the reprt t cntain. Reprt Settings Select the crrespnding checkbxes next t the infrmatin yu want t include. *Nte: Yu can cnfigure t generate the SharePint Strage Reprt by selecting the SharePint Strage Reprt ptin in the Statistics grup. The SharePint Strage Reprt will be included in the SharePint Strage Reprt sectin f the exprted reprt, displaying the number f lwer level ndes and the strage size f the bjects within the selected scpe. The data in the Ttal Size clumn includes the specific bject s SQL strage size and the size f data stred in lgical devices. The SQL Size includes the specific bject s SQL strage size. The Actual Strage Size includes the ccupied SQL strage size and the size f ther strages ccupied by Strage Manager and Cnnectr. Additinal Reprt Type Select whether t include summary reprts in the exprted reprt. Include summary reprt (XLS and XLSX frmats nly) T include the summary reprts f each nde at specific levels, select this ptin and then select the crrespnding checkbxes fr the levels where yu want t include the summary reprts. When yu have finished cnfiguring the settings, click Save Prfile and Run Reprt. The Exprt Reprt windw appears. Select the desired Reprt Frmat and Exprt Lcatin, and then click View t access t the detailed infrmatin f the selected exprt lcatin. If yu want t cnfigure a new exprt lcatin, click New Exprt Lcatin, then fllw the instructins prvided in the Exprt Lcatin sectin f this guide. *Nte: When exprting a Cnfiguratin reprt in Micrsft Excel (XLS) frmat, the wrkbk cannt exceed 1370 sheets, r it will nt be viewable. This is a restrictin is built-in t the Micrsft Excel sftware. Check the Send Ntificatin checkbx t ntify the users f the status f reprts. Select the Recipient f this ntificatin. Yu can chse t have the reprt included in the as an attachment by checking the Attach reprt t the when the size f the reprt is less than checkbx, and then enter the maximum size f the reprt allwed in the less than MB text bx. Click OK t generate the reprt r Cancel t return t the cnfiguratins. 108 DcAve 6: Reprt Center

109 Best Practice Reprts Since SharePint cmes with sme perfrmance limitatins, Best Practice Reprts are designed t versee cnfiguratins and settings in SharePint and help yu t check perfrmance and infrm the related users in a timely manner. Abut Threshld Prfile Best Practice Reprts include a Threshld Prfile that is used t judge whether the SharePint envirnment is healthy r nt. The threshld prfile allws yu t cnfigure the bundaries and limitatins f each SharePint bject level with the SharePint default limitatin as a reference. Each SharePint 2010 farm and SharePint 2013 farm has a whle set f default threshld prfiles at each SharePint bject level. In the Best Practice Reprts interface, click Threshld Prfile n the ribbn t g t the Settings > Threshld Prfile interface. A list f the default threshld prfiles and yur previusly-created threshld prfiles will be displayed in this page. T change the number f threshld prfiles displayed per page, select the desired number frm the Shw rws drp-dwn menu in the lwer right-hand crner. T srt the threshld prfiles, click n the clumn heading such as Prfile Name, SharePint Versin, r Reprt Level. In the viewing pane, yu can custmize hw these threshld prfiles are displayed in the fllwing ways: Search Filter the threshld prfiles displayed by the keywrd yu designate. The keywrd must be cntained in a clumn value. At the tp f the viewing pane, enter the keywrd fr the threshld prfiles yu want t display. Yu can select t Search all pages r Search current page. *Nte: The search functin is nt case sensitive. Manage clumns ( ) Manage which clumns are displayed in the list s that nly the infrmatin yu want t see is displayed. Click the manage clumns buttn ( ), and then check the checkbx next t the clumn name t have that clumn shwn in the list. Hide the clumn ( ) Hide the clumn. Hver ver the clumn name f the clumn yu want t hide, and then click the hide the clumn buttn ( ). Filter the clumn ( ) Filter which item in the list is displayed. Unlike search, yu can filter whichever item yu want, rather than search based n a keywrd. Hver ver the clumn name, and then click the filter the clumn buttn ( ) f the clumn yu want t filter. Check the checkbx next t the item name t have that item shwn in the list. Yu can perfrm the fllwing actins t the threshld prfiles: DcAve 6: Reprt Center 109

110 Create Click Create n the ribbn t create a new threshld prfile. Fr details n creating a new threshld prfile, see the Cnfiguring Threshld Prfile sectin in this guide. Edit Select the threshld prfile, and then click Edit n the ribbn t pen the Settings > Threshld Prfile Interface. Make the necessary changes, and then click Save t save the changes, r click Cancel t clse the interface withut saving any changes. Delete Click Delete n the ribbn. A cnfirmatin windw pps up and asks if yu are sure yu want t prceed with the deletin. Click OK t delete the selected threshld prfiles, r click Cancel t return t the Threshld Prfile interface withut deleting the selected threshld prfiles. T exit the Threshld Prfile page, click Clse n the ribbn t return t the Best Practice Reprts interface. Cnfiguring Threshld Prfile 1. In the Threshld Prfile interface, click Create n the ribbn t create a new threshld prfile, r click Edit when yu selected a previusly-created threshld prfile t edit the settings. T cnfigure the threshld prfile settings, cmplete the fllwing steps: Prfile Name Enter a new Prfile Name in the text bx. 2. SharePint Versin Specify the SharePint versin f the threshld prfile that yu are abut t create. 3. Reprt Level Select the desired Reprt Level frm the drp-dwn menu. 4. Threshld Settings Check the desired Limit, and then the value f the threshld becmes editable (the default value is the Maximum Value). Select the desired type f threshld and cnfigure the value. Refer t the fllwing explanatins f these clumns. Limit The name f SharePint Limitatin. Maximum Value The maximum value f each limit recmmended by Micrsft. Limit Type There are tw limit types: Threshld Cnfigurable limits that can be exceeded t accmmdate specific requirements. Supprted Cnfigurable limits that have been set by default t a tested value. *Nte: When yu create a farm/web applicatin/site cllectin threshld prfile, the Include Lwer Level area will appear belw the table. The Include Lwer Level area is nly fr exprting the reprt, meaning that lwer level infrmatin will nly be cntained in the exprted reprt, and the crrespnding infrmatin will nt be displayed in the reprt pane. If yu want t cntain the perfrmance infrmatin f the lwer levels in the exprted reprt, check the crrespnding checkbx next t desired level and specify the threshld settings. 5. When yu have finished, click Save t save these cnfiguratins, r click Cancel t clse the Threshld Prfile cnfiguratin interface withut saving any changes. 110 DcAve 6: Reprt Center

111 Generating Best Practice Reprts T cnfigure the basic settings fr the Best Practice Reprts, click Best Practice Reprts n the ribbn in the Administratin Reprts tab f Reprt Center. Cnfigure the fllwing settings in the Scpe pane: 1. Reprt Prfile Name Select a previusly cnfigured prfile frm the drp-dwn menu r create a new prfile by entering a new name in the Reprt Prfile text bx. Click the new buttn ( ) t clear all fields, click the save buttn ( ) t save changes t the current reprt prfile, r click the save as buttn ( ) t save any changes under a new prfile name. 2. Scpe In the Scpe cnfiguratin area, click the farm name and expand the data tree dwn t the desired bject level, r enter a URL/name in the search text bx abve the tree. Check the checkbxes next t the ndes yu want t include in the reprt. *Nte: Yu can generate the Best Practice Reprts when selecting multiple ndes at the same level frm bth the SharePint 2010 tree and the SharePint 2013 tree at the same time. 3. Threshld Prfile Select ne f the default threshld prfiles frm the Threshld Prfile drpdwn menu. If yu want t view r edit the selected prfile, click the View and Edit Threshld Prfile link t jump t the Threshld Prfile interface. T create a new threshld prfile, click New Threshld Prfile in the drp-dwn menu t create a new ne. Refer t Cnfiguring Threshld Prfile fr mre infrmatin n cnfiguring the threshld prfile settings. If yu want t view all current prfiles, click Threshld Prfile n the ribbn. Refer t Abut Threshld Prfile fr mre infrmatin n managing the threshld prfiles. *Nte: If yu select the ndes f SharePint 2010, nly the threshld prfiles f SharePint 2010 can be selected. If yu select the ndes f SharePint 2013, the threshld prfiles f SharePint 2010 and SharePint 2013 are bth available t be selected. If yu have selected the ndes acrss different SharePint versins, nly the threshld prfiles whse SharePint versin is SharePint 2010 can be selected. In the farm level threshld prfile, the Scial Tags, Ntes and Ratings threshld is nt supprted fr the ratings data in SharePint Schedule In the schedule cnfiguratin area, chse ne f the fllwing: N Schedule Select this ptin if yu d nt want t cnfigure a schedule fr this prfile. If yu chse this ptin, yu must cllect the data manually by clicking Run Reprt nly r Save Prfile and Run Reprt. Cnfigure the schedule myself Select this ptin t cnfigure the specific time yu want t cllect the data f this prfile. A schedule cnfiguratin area appears. Yu can custmize the schedule with the fllwing ptins: Exprt reprt Chse whether t cnfigure the Exprt Reprt Settings t stre the Best Practice reprts by checking the Exprt reprt checkbx. Start time Select the date and time fr applying the rules f this prfile and cllecting the data. *Nte: The start time cannt be earlier than the current time. DcAve 6: Reprt Center 111

112 Interval Enter an integer int the text bx and select by Hur(s), Day(s), Week(s), r Mnth(s). The data will be cllected repeatedly based n this schedule. Click Calendar View t see the schedules in a calendar. Schedule ending Designate when t stp cllecting the data fr this prfile. Select N end date fr the data f this prfile t be cllected repeatedly until yu stp it manually. Select End after ccurrence(s) t have the jb stpped after the defined ccurrences that yu cnfigured in the text bx. Select End by Date + Time t specify the exact date and time fr the data t stp being cllected. Exprt Reprt Settings Check the Exprt reprt checkbx. The Exprt Reprt Settings cnfiguratin area appears. Select the desired Reprt Frmat and Exprt Lcatin, and then click View t access the detailed infrmatin f the selected exprt lcatin. If yu want t cnfigure a new exprt lcatin, click New Exprt Lcatin, and fllw the instructins prvided in the Exprt Lcatin sectin f this guide. *Nte: When exprting a Best Practice reprt in Micrsft Excel (XLS) frmat, the wrkbk cannt exceed 1370 sheets, r it will nt be viewable. This is a restrictin is built-in t the Micrsft Excel sftware. Ntificatin (Optinal) Check the Send Ntificatin checkbx. The settings area appears. Select the Recipient f this ntificatin. Yu can chse t send the ntificatin t Farm Administratr (fr the reprts at farm/web applicatin/cntent Database level), Site Cllectin Administratr (fr the reprts at site cllectin r list level), r the Predefined Recipient. If yu chse Predefined Recipient, select a predefined ntificatin prfile frm the drp-dwn menu and click View t access the details. Or, yu can click New Ntificatin t create a new ne. See the User Ntificatin Settings sectin in the DcAve 6 Cntrl Panel Reference Guide fr mre infrmatin. Yu can chse t have the reprt included in the as an attachment by checking the Attach reprt t the when the size f the reprt is less than checkbx, and then enter the maximum size f the reprt allwed in the less than MB text bx. If yu check the Send unhealthy infrmatin nly checkbx, the attached reprt in the will nly cntain the infrmatin f the unhealthy ndes (the ndes whse settings exceed the bundaries r limitatins cnfigured in the crrespnding threshld prfile); therwise, yu will receive all f the infrmatin cntained in the attached reprt, accrding t the threshld prfile settings yu have cnfigured. 5. Chse ne f the fllwing instructins t run the jb: Click Save prfile and run reprt t save the cnfiguratin and then run the jb. After the jb finishes, the reprt is displayed in the pane. Yu can click Shw Reprt t view 112 DcAve 6: Reprt Center

113 the histry data cllected befre. Hwever, if this prfile has n running jb recrd, the Shw Reprt is grayed ut. Yu can click the save buttn ( ) t save the reprt prfile, and then navigate t Exprt t Datasheet frm the Reprt Actins grup n the ribbn. Yu are brught t the Exprt Reprt windw. Cmplete the fllwing steps t generate reprt: Select the desired Reprt Frmat and Exprt Lcatin which has been already created. If yu want t cnfigure a new exprt lcatin, click New Exprt Lcatin, and then fllw the instructins prvided in the Exprt Lcatin sectin f this guide. *Nte: The reprt generated by the Exprt Reprt will nt be displayed n the reprt pane. But the exprt jb will be recrded in Jb Mnitr. *Nte: When exprting a Best Practice reprt in Micrsft Excel (XLS) frmat, the wrkbk cannt exceed 1370 sheets, r it will nt be viewable. This is a restrictin built-in t the Micrsft Excel sftware. Surce Data Check Last generated data checkbx is t exprt the reprt whse data was cllected last time. Check Generate data nw t run this jb immediately. Ntificatin Check the Send Ntificatin checkbx and select the Recipient f this ntificatin. Yu can select a previusly cnfigured ntificatin prfile, and then click View t access detailed infrmatin. Or, click New Ntificatin t create a new ntificatin prfile. Fr details n creating an ntificatin prfile, see the User Ntificatin Settings sectin in the DcAve 6 Cntrl Panel Reference Guide. Yu can chse t have the reprt included in the as an attachment by checking the Attach reprt t the when the size f the reprt is less than checkbx, and then enter the maximum size f the reprt allwed in the less than MB text bx. Click OK t generate the reprt r Cancel t return t the cnfiguratins. Viewing Best Practice Reprts Once yu have generated a reprt, the Reprt Display pane has a number f cnfigurable settings s that yu can custmize hw t display the reprts. The fllwing settings can be cnfigured in the Reprt Display pane: Object Bar The ndes whse infrmatin will be displayed in the table belw. Scpe Change the scpe fr the data shwn in the reprt. Warning ( ) Emphasize the cnfiguratins which have exceeded the limitatins. DcAve 6: Reprt Center 113

114 Creating Cmpliance Reprts Yu can create cmpliance reprts fr SharePint system usage t respnd t queries fr wh did what, where fr behavir, prductivity, and litigatin analysis. It enables yu t track term stre changes and cntent type usages, and t apply pre-cnfigured filter settings t the SharePint bjects yu select t generate auditr reprts, r t custmize the filter settings fr custmized reprts. Cmpliance Reprts Interface When in the Cmpliance Reprts tab f Reprt Center, yu will see the fllwing: 1. Ribbn Tlbar where yu can select the type f reprt yu want t generate, perfrm actins n reprts, r access the integrated Jb Mnitr. 2. Scpe pane Select the SharePint bjects yu want t generate the reprt fr. 3. Filter settings Cnfigure these settings fr Custmized Reprt (this sectin is nly functinal t the audit reprts). 4. Reprt Display pane Review the reprt. There are a number f cnfigurable settings t custmize hw the infrmatin is displayed. Figure 6: Cmpliance Reprts interface. 114 DcAve 6: Reprt Center

115 Term Stre Changes Term Stre Changes reprts enable yu t track changes f metadata acrss yur SharePint envirnment. Generating Term Stre Changes Reprts T cnfigure the basic settings fr the Term Stre Changes reprt, pen the Cmpliance Reprts tab f Reprt Center, click Term Stre Changes in the Classificatin grup n the ribbn. Yu can cnfigure the fllwing settings in the Scpe pane: 1. Reprt Prfile Name Select a previusly cnfigured prfile frm the drp-dwn menu r create a new prfile by entering a new name in the Reprt Prfile text bx. Click the new buttn ( ) t clear all fields, click the save buttn ( ) t save changes t the current reprt prfile, r click the save as buttn ( ) t save any changes under a new prfile name. 2. Scpe In the Scpe cnfiguratin area, click the farm name and expand the data tree dwn t the desired term grup/term set, r enter a URL/name in the search text bx abve the tree. Check the checkbxes next t the ndes yu want t include in the reprt. 3. Schedule In the schedule cnfiguratin area, chse ne f the fllwing ptins: N Schedule Select this ptin if yu d nt want t cnfigure a schedule fr this prfile. If yu chse this ptin, yu must cllect the data manually by clicking Run Reprt Only r Save Prfile and Run Reprt. Cnfigure the schedule myself Select this ptin t cnfigure the specific time yu want t cllect the data f this prfile. A schedule cnfiguratin area appears. Yu can custmize the schedule with the fllwing ptins: DcAve 6: Reprt Center Exprt reprt Chse whether r nt t cnfigure the Exprt Reprt Settings t stre the Term Stre Changes reprts by checking the Exprt reprt checkbx. Start time Select the date and time fr cllecting the data. *Nte: The start time cannt be earlier than the current time. Interval Enter an integer int the text bx and select by Hur(s), Day(s), Week(s), r Mnth(s). The data will be cllected repeatedly based n this schedule. Click Calendar View t see the schedules in a calendar. Schedule ending Designate when t stp cllecting the data fr this prfile. Select N end date fr the data f this prfile t be cllected repeatedly until yu stp it manually. Select End after ccurrence(s) t have the jb stpped after the defined ccurrences that yu cnfigured in the text bx. Select End by Date + Time t specify the exact date and time fr the data t stp being cllected. Exprt Reprt Settings Check the Exprt reprt checkbx. The Exprt Reprt Settings cnfiguratin area appears. Select the desired Reprt Frmat and Exprt Lcatin, and then click View t access the detailed 115

116 infrmatin f the selected exprt lcatin. If yu want t cnfigure a new exprt lcatin, click New Exprt Lcatin, and fllw the instructins prvided in the Exprt Lcatin sectin f this guide. Ntificatin Check the Send Ntificatin checkbx and select the Recipient f this ntificatin. Yu can select a previusly cnfigured ntificatin prfile, and then click View t access detailed infrmatin. Or, click New Ntificatin t create a new ntificatin prfile. Fr details n creating an ntificatin prfile, see the User Ntificatin Settings sectin in the DcAve 6 Cntrl Panel Reference Guide. Yu can chse t have the reprt included in the as an attachment by checking the Attach reprt t the when the size f the reprt is less than checkbx, and then enter the maximum size f the reprt allwed in the less than MB text bx. 4. Time Range Specify the time range fr cllecting the data f term stre changes. In the Time Range cnfiguratin area, chse ne f the fllwing ptins: Duratin Check the Duratin checkbx, and then select the desired time range frm the drp-dwn menu. There are eight duratins prvided: This Mnth, Last Mnth, Last 2 Mnths, This Week, Last Week, Last 2 Weeks, Tday, and Yesterday. Custm Check the Custm checkbx t custmize the time range as yu want. 5. Chse ne f the fllwing ptins t run the Term Stre Changes reprt: Click Run Reprt, and then select Run Reprt nly t run the jb, r select Save prfile and run reprt frm the drp-dwn menu t save the cnfiguratin and then run the jb. After the jb finishes, the reprt is displayed in the Reprt Display pane. Yu can click Shw Reprt t view the histry data cllected befre. Hwever, if this prfile has n running jb recrd, the Shw Reprt is grayed ut. Click the save buttn ( ) t save the reprt prfile, and then click Exprt Nw in the Reprt Actins grup n the ribbn. The Exprt t Datasheet windw appears. Cmplete the fllwing steps t generate the reprt: 116 Reprt Frmat Select the desired reprt frmat frm the drp-dwn menu. Exprt Settings Chse whether t exprt the reprt nw. Check the Exprt t lcal immediately checkbx and click OK t exprt the reprt immediately, r check the Exprt t a different lcatin checkbx, and then cnfigure the fllwing settings: Exprt Lcatin Select ne previusly cnfigured exprt lcatin frm the drp-dwn menu, r if yu want t cnfigure a new exprt lcatin, click New Exprt Lcatin, then fllw the instructins prvided in the Exprt Lcatin sectin f this guide. Ntificatin Check the Send Ntificatin checkbx and select the Recipient f this ntificatin. Yu can select a previusly cnfigured e- mail ntificatin prfile and click View t access detailed infrmatin, r click New Ntificatin t create a new ntificatin prfile. Fr details n creating an ntificatin prfile, see the User DcAve 6: Reprt Center

117 Ntificatin Settings sectin in the DcAve 6 Cntrl Panel Reference Guide. Yu can chse t have the reprt included in the as an attachment by checking the Attach reprt t the when the size f the reprt is less than checkbx, and then enter the maximum size f the reprt allwed in the less than MB text bx. Click OK t save the cnfiguratins and exprt the reprt. Click Cancel t g back t the Term Stre Changes reprt interface withut saving the cnfiguratins. Viewing Term Stre Changes Reprts Once yu have generated a reprt, the Reprt Display pane has a number f cnfigurable settings s that yu can custmize hw t display the reprts, the fllwing settings can be cnfigured in the Reprt Display pane: Object Bar Display all f the selected ndes. Scpe Change the scpe fr the data shwn in the reprt. Cntent Type Usage Reprts Cntent Type Usage reprts are designed t reprt the site cntent type usage acrss the sites and lists in SharePint. Generating the Cntent Type Usage Reprts T cnfigure the basic settings fr the Cntent Type Usage reprts, pen the Cmpliance Reprts tab f Reprt Center, and click Cntent Type Usage in the Classificatin grup n the ribbn. Yu can cnfigure the fllwing settings in the Scpe pane: 1. Reprt Prfile Name Select a previusly cnfigured prfile frm the drp-dwn menu r create a new prfile by entering a new name in the Reprt Prfile text bx. Click the new buttn ( ) t clear all fields, click the save buttn ( ) t save changes t the current reprt prfile, r click the save as buttn ( ) t save any changes under a new prfile name. 2. Scpe In the Scpe cnfiguratin area, click the farm name and expand the data tree dwn t the desired site cllectin/site, r enter a URL/name in the search text bx abve the tree. Check the checkbxes next t the ndes yu want t include in the reprt. T narrw dwn the search criteria and display fewer ndes under a particular farm/web appellatin level nde r a Sites nde n the tree, right-click the nde and select Advanced Search t access the Advanced Search interface. Fr detailed instructins n using the Advanced Search feature, refer t Searching Ndes Using the Advanced Search Feature. DcAve 6: Reprt Center 117

118 3. Schedule In the schedule cnfiguratin area, chse ne f the fllwing ptins: N Schedule Select this ptin if yu d nt want t cnfigure a schedule fr this prfile. If yu chse this ptin, yu must cllect the data manually by clicking Run Reprt Only r Save Prfile and Run Reprt. Cnfigure the schedule myself Select this ptin t cnfigure the specific time yu want t cllect the data f this prfile. A schedule cnfiguratin area appears. Yu can custmize the schedule with the fllwing ptins: Exprt reprt Chse whether r nt t cnfigure the Exprt Reprt Settings t stre the Cntent Type Usage reprts by checking the Exprt reprt checkbx. Start time Select the date and time fr cllecting the data. *Nte: The start time cannt be earlier than the current time. Interval Enter an integer int the text bx and select by Hur(s), Day(s), Week(s), r Mnth(s). The data will be cllected repeatedly based n this schedule. Click Calendar View t see the schedules in a calendar. Schedule ending Designate when t stp cllecting the data fr this prfile. Select N end date fr the data f this prfile t be cllected repeatedly until yu stp it manually. Select End after ccurrence(s) t have the jb stpped after the defined ccurrences that yu cnfigured in the text bx. Select End by Date + Time t specify the exact date and time fr the data t stp being cllected. Exprt Reprt Settings Check the Exprt reprt checkbx. The Exprt Reprt Settings cnfiguratin area appears. Select the desired Reprt Frmat and Exprt Lcatin, and then click View t access the detailed infrmatin f the selected exprt lcatin. If yu want t cnfigure a new exprt lcatin, click New Exprt Lcatin, and fllw the instructins prvided in the Exprt Lcatin sectin f this guide. Ntificatin Check the Send Ntificatin checkbx and select the Recipient f this ntificatin. Yu can select a previusly cnfigured e- mail ntificatin prfile, and then click View t access detailed infrmatin. Or, click New Ntificatin t create a new ntificatin prfile. Fr details n creating an ntificatin prfile, see the User Ntificatin Settings sectin in the DcAve 6 Cntrl Panel Reference Guide. Yu can chse t have the reprt included in the e- mail as an attachment by checking the Attach reprt t the when the size f the reprt is less than checkbx, and then enter the maximum size f the reprt allwed in the less than MB text bx. 4. Chse ne f the fllwing ptins t run the Cntent Type Usage reprts: Click Run Reprt, and then select Run Reprt nly t run jb r select Save prfile and run reprt frm the drp-dwn menu t save the cnfiguratin and then run jb. After the jb finishes, the reprt is displayed in the pane. Yu can click Shw Reprt t view 118 DcAve 6: Reprt Center

119 the histry data cllected befre. Hwever, if this prfile has n running jb recrd, the Shw Reprt is grayed ut. Click the save buttn ( ) t save the reprt prfile, and then click Exprt Nw in the Reprt Actins grup n the ribbn. The Exprt t Datasheet windw appears. Cmplete the fllwing steps t generate the reprt: Reprt Frmat Select the desired reprt frmat frm the drp-dwn menu. Exprt Settings Chse whether t exprt the reprt nw. Check the Exprt t lcal immediately checkbx and click OK t exprt the reprt immediately, r check the Exprt t a different lcatin checkbx, and then cnfigure the fllwing settings: Exprt Lcatin Select ne previusly cnfigured exprt lcatin frm the drp-dwn menu, r if yu want t cnfigure a new exprt lcatin, click New Exprt Lcatin, then fllw the instructins prvided in the Exprt Lcatin sectin f this guide. Ntificatin Check the Send Ntificatin checkbx and select the Recipient f this ntificatin. Yu can select a previusly cnfigured e- mail ntificatin prfile and click View t access detailed infrmatin, r click New Ntificatin t create a new ntificatin prfile. Fr details n creating an ntificatin prfile, see the User Ntificatin Settings sectin in the DcAve 6 Cntrl Panel Reference Guide. Yu can chse t have the reprt included in the as an attachment by checking the Attach reprt t the when the size f the reprt is less than checkbx, and then enter the maximum size f the reprt allwed in the less than MB text bx. 5. Click OK t save the cnfiguratins and t exprt reprt. Click Cancel t g back t the Cntent Type Usage reprt interface withut saving the cnfiguratins. Viewing Cntent Type Usage Reprts Once yu have generated a reprt, the Reprt Display pane has a number f cnfigurable settings available t custmize hw t display the reprts. The fllwing settings can be cnfigured in the Reprt Display pane: Cntent Type clumn Click the link listed in the Cntent Type clumn t access the detailed infrmatin f the specified cntent type. Ttal Sites clumn Click the link listed in the Ttal Sites clumn t access the Site Usage tab t view the detailed infrmatin f the sites where the specific cntent type is currently used. Ttal Lists clumn Click the link listed in the Ttal Lists clumn t access the List Usage tab t view the detailed infrmatin f the lists where the specific cntent type is currently used. Lcatin clumn Click the link listed in the Lcatin clumn t access the Cntent Type Infrmatin page fr the selected cntent type in the crrespnding SharePint site. DcAve 6: Reprt Center 119

120 Infrmatin Management Plicies Infrmatin Management Plicies reprt displays the details n the Infrmatin Management Plicies that are assciated with the site cllectin cntent types and lists cntent types within the selected Web applicatins, site cllectins, sites, and lists. Generating Infrmatin Management Plicies Reprts T cnfigure the basic settings fr the Infrmatin Management Plicies reprt, pen the Cmpliance Reprts tab f Reprt Center, click Infrmatin Management Plicies in the Classificatin grup n the ribbn. Yu can cnfigure the fllwing settings in the Scpe pane: 1. Reprt Prfile Name Create a new prfile by entering a new name in the Reprt Prfile text bx r select a previusly cnfigured prfile frm the drp-dwn menu. Click the New ( ) buttn t clear all fields, click the Save ( ) buttn t save changes t the current reprt prfile, r click the Save As ( ) buttn t save any changes under a new prfile name. 2. Scpe In the Scpe cnfiguratin area, click the farm name and expand the data tree dwn t the desired bject level, r enter a URL/name in the search text bx abve the tree t search the desired bjects. Check the checkbxes next t the ndes yu want t include in the reprt. Yu can select ndes f Web applicatins, site cllectins, sites, and lists. 3. Schedule In the schedule cnfiguratin area, chse ne f the fllwing ptins: N schedule Select this ptin if yu d nt want t cnfigure a schedule fr this prfile. If yu chse this ptin, yu must cllect the data manually by clicking Run Reprt Only r Save Prfile and Run Reprt. Cnfigure the schedule myself Select this ptin t cnfigure the specific time yu want t cllect the data f this prfile. A schedule cnfiguratin area appears. Yu can custmize the schedule with the fllwing ptins: Exprt reprt Chse whether r nt t cnfigure the Exprt Reprt Settings t stre the Infrmatin Management Plicies reprts by checking the Exprt reprt checkbx. Start time Select the date and time fr cllecting the data. *Nte: The start time cannt be earlier than the current time. Interval Enter an integer int the text bx and select by Hur(s), Day(s), Week(s), r Mnth(s). The data will be cllected repeatedly based n this schedule. Click Calendar View t see the schedules in a calendar. Schedule ending Designate when t stp cllecting the data fr this prfile. Select N end date fr the data f this prfile t be cllected repeatedly until yu stp it manually. Select End after ccurrence(s) t have the jb stpped after the defined ccurrences that yu cnfigured in the text bx. Select End by Date + Time t specify the exact date and time fr the data t stp being cllected. 120 DcAve 6: Reprt Center

121 Exprt Reprt Settings Check the Exprt reprt checkbx. The Exprt Reprt Settings cnfiguratin area appears. Select the desired Reprt Frmat and Exprt Lcatin, and then click View t access the detailed infrmatin f the selected exprt lcatin. If yu want t cnfigure a new exprt lcatin, click New Exprt Lcatin, and fllw the instructins in Exprt Lcatin. Send Ntificatin Check the Send Ntificatin checkbx and select the Recipient f this ntificatin. Yu can select a previusly cnfigured ntificatin prfile, and then click View t access detailed infrmatin. Or, click New Ntificatin t create a new ntificatin prfile. Fr details n creating an ntificatin prfile, see the User Ntificatin Settings sectin in the Cntrl Panel Reference Guide. Yu can chse t have the reprt included in the as an attachment by checking the Attach reprt t the e- mail when the size f the reprt is less than checkbx, and then enter the maximum size f the reprt allwed in the less than MB text bx. 4. Chse ne f the fllwing ptins t run the Infrmatin Management Plicies reprt: Click Run Reprt, and then select Run Reprt nly t run the jb, r select Save prfile and run reprt frm the drp-dwn menu t save the cnfiguratin and then run the jb. After the jb finishes, the reprt is displayed in the Reprt Display pane. Yu can click Shw Reprt t view the histry data cllected befre. Hwever, if this prfile has n running jb recrd, the Shw Reprt is grayed ut. Click the Save ( ) buttn t save the reprt prfile, and then click Exprt Nw in the Reprt Actins grup n the ribbn. The Exprt t Datasheet windw appears. Cmplete the fllwing steps t generate the reprt: Reprt Frmat Select the desired reprt frmat frm the drp-dwn menu. Exprt Settings Chse whether t exprt the reprt nw. Check the Exprt t lcal immediately checkbx and click OK t run the jb immediately and exprt the reprt, r check the Exprt t a different lcatin checkbx, and then cnfigure the fllwing settings: Exprt Lcatin Select ne previusly cnfigured exprt lcatin frm the drp-dwn menu, r if yu want t cnfigure a new exprt lcatin, click New Exprt Lcatin, then fllw the instructins in Exprt Lcatin. Ntificatin Check the Send Ntificatin checkbx and select the Recipient f this ntificatin. Yu can select a previusly cnfigured ntificatin prfile and click View t access detailed infrmatin, r click New Ntificatin t create a new ntificatin prfile. Fr details n creating an ntificatin prfile, see the User Ntificatin Settings sectin in the Cntrl Panel Reference Guide. Yu can chse t have the reprt included in the as an attachment by checking the Attach reprt t the when the size f the reprt is less than checkbx, and then enter the maximum size f the reprt allwed in the less than MB text bx. DcAve 6: Reprt Center 121

122 5. Click OK t save the cnfiguratins and exprt the reprt. Click Cancel t g back t the Infrmatin Management Plicies reprt interface withut saving the cnfiguratins. Viewing Infrmatin Management Plicies Reprts Once yu have successfully generated a reprt, the Reprt Display pane has a number f cnfigurable settings s that yu can custmize hw t display the reprts, the fllwing settings can be cnfigured in the Reprt Display pane: Object Bar Display all f the selected ndes. Scpe Change the scpe fr the data shwn in the reprt. Upcming Cntent Expiratin Upcming Cntent Expiratin reprt displays the details f the cntents that have applied the retentin settings f the Infrmatin Management Plicy and are abut t be expired in the specified time range within the selected Web applicatins, site cllectins, sites, and lists. Generating Upcming Cntent Expiratin Reprts T cnfigure the basic settings fr the Upcming Cntent Expiratin reprt, pen the Cmpliance Reprts tab f Reprt Center, and then click Upcming Cntent Expiratin in the Classificatin grup n the ribbn. Cnfigure the fllwing settings in the Scpe pane: 1. Reprt Prfile Name Create a new prfile by entering a new name in the Reprt Prfile text bx r select a previusly cnfigured prfile frm the drp-dwn menu. Click the New ( ) buttn t clear all fields, click the Save ( ) buttn t save changes t the current reprt prfile, r click the Save As ( ) buttn t save any changes under a new prfile name. 2. Scpe In the Scpe cnfiguratin area, click the farm name and expand the data tree dwn t the desired bject level, r enter a URL/name in the search text bx abve the tree t search the desired bjects. Check the checkbxes next t the ndes yu want t include in the reprt. Yu can select ndes f Web applicatins, site cllectins, sites, and lists. 3. Expiratin Setting Specify the filter settings n the expiratin date r perid fr the cntents t display. Expiring n Select a date frm the calendar t reprt n the cntents that will be expired n the specified date. Expiring befre Select a date frm the calendar t reprt n the cntents that will be expired befre the specified date. Expiratin data range Select a time range frm the calendars t reprt n the cntents that will be expired in the specified perid. Expiring in _ days Select 30, 60, r 90 frm the drp-dwn list t reprt n the cntents that will be expired in the specified perid. 122 DcAve 6: Reprt Center

123 4. Schedule In the schedule cnfiguratin area, chse ne f the fllwing ptins: N schedule Select this ptin if yu d nt want t cnfigure a schedule fr this prfile. If yu chse this ptin, yu must cllect the data manually by clicking Run Reprt Only r Save Prfile and Run Reprt. Cnfigure the schedule myself Select this ptin t cnfigure the specific time yu want t cllect the data f this prfile. A schedule cnfiguratin area appears. Yu can custmize the schedule with the fllwing ptins: Exprt reprt Chse whether r nt t cnfigure the Exprt Reprt Settings t stre the Upcming Cntent Expiratin reprts by checking the Exprt reprt checkbx. Start time Select the date and time fr cllecting the data. *Nte: The start time cannt be earlier than the current time. Interval Enter an integer int the text bx and select by Hur(s), Day(s), Week(s), r Mnth(s). The data will be cllected repeatedly based n this schedule. Click Calendar View t see the schedules in a calendar. Schedule ending Designate when t stp cllecting the data fr this prfile. Select N end date fr the data f this prfile t be cllected repeatedly until yu stp it manually. Select End after ccurrence(s) t have the jb stpped after the defined ccurrences that yu cnfigured in the text bx. Select End by Date + Time t specify the exact date and time fr the data t stp being cllected. Exprt Reprt Settings Check the Exprt reprt checkbx. The Exprt Reprt Settings cnfiguratin area appears. Select the desired Reprt Frmat and Exprt Lcatin, and then click View t access the detailed infrmatin f the selected exprt lcatin. If yu want t cnfigure a new exprt lcatin, click New Exprt Lcatin, and fllw the instructins prvided in Exprt Lcatin. Send Ntificatin Check the Send Ntificatin checkbx and select the Recipient f this ntificatin. Yu can select a previusly cnfigured ntificatin prfile, and then click View t access detailed infrmatin. Or, click New Ntificatin t create a new ntificatin prfile. Fr details n creating an ntificatin prfile, see the User Ntificatin Settings sectin in the Cntrl Panel Reference Guide. Yu can chse t have the reprt included in the as an attachment by checking the Attach reprt t the e- mail when the size f the reprt is less than checkbx, and then enter the maximum size f the reprt allwed in the less than MB text bx. 5. Chse ne f the fllwing ptins t run the Upcming Cntent Expiratin reprt: Click Run Reprt, and then select Run Reprt nly t run the jb, r select Save prfile and run reprt frm the drp-dwn menu t save the cnfiguratin and then run the jb. After the jb finishes, the reprt is displayed in the Reprt Display pane. Yu can click Shw Reprt t view the histry data cllected befre. Hwever, if this prfile has n running jb recrd, the Shw Reprt is grayed ut. DcAve 6: Reprt Center 123

124 Click the Save ( ) buttn t save the reprt prfile, and then click Exprt Nw in the Reprt Actins grup n the ribbn. The Exprt t Datasheet windw appears. Cmplete the fllwing steps t generate the reprt: Reprt Frmat Select the desired reprt frmat frm the drp-dwn menu. Exprt Settings Chse whether t exprt the reprt nw. Check the Exprt t lcal immediately checkbx and click OK t run the jb immediately and exprt the reprt, r check the Exprt t a different lcatin checkbx, and then cnfigure the fllwing settings: Exprt Lcatin Select ne previusly cnfigured exprt lcatin frm the drp-dwn menu, r if yu want t cnfigure a new exprt lcatin, click New Exprt Lcatin, then fllw the instructins prvided in Exprt Lcatin. Ntificatin Check the Send Ntificatin checkbx and select the Recipient f this ntificatin. Yu can select a previusly cnfigured ntificatin prfile and click View t access detailed infrmatin, r click New Ntificatin t create a new ntificatin prfile. Fr details n creating an ntificatin prfile, see the User Ntificatin Settings sectin in the Cntrl Panel Reference Guide. Yu can chse t have the reprt included in the as an attachment by checking the Attach reprt t the when the size f the reprt is less than checkbx, and then enter the maximum size f the reprt allwed in the less than MB text bx. 6. Click OK t save the cnfiguratins and exprt the reprt. Click Cancel t g back t the Upcming Cntent Expiratin reprt interface withut saving the cnfiguratins. Viewing Upcming Cntent Expiratin Reprts Once yu have successfully generated a reprt, the Reprt Display pane has a number f cnfigurable settings s that yu can custmize hw t display the reprts, the fllwing settings can be cnfigured in the Reprt Display pane: Object Bar Display all f the selected ndes. Scpe Change the scpe fr the data shwn in the reprt. Auditr Reprts In Auditr Reprts, yu can apply pre-cnfigured filter settings t the SharePint bjects yu select t generate Auditr Reprts, r custmize the filter settings fr Custm Reprts. Only the SharePint bjects with Auditr recrds retrieved can be displayed n the tree. Befre running the reprt, yu must cllect the auditing data in Audit Cntrller. Fr mre infrmatin, please refer t Audit Cntrller sectin. 124 DcAve 6: Reprt Center

125 Generating User Lifecycle Reprts User Lifecycle Reprts are used t display all actins fr a specified user during their entire lifecycle. These reprts prvide auditing and lgging recrds t ensure data integrity and als prvide availability f user activity. T generate User Lifecycle Reprts, g t the Cmpliance Reprts tab f Reprt Center, and click Auditr Reprts n the ribbn. Select the desired SharePint n-premises Web applicatins/site cllectins/sites/lists under a farm r SharePint Online site cllectins/sites/lists under My Registered Sites in the Scpe pane, and then click User Lifecycle in the Auditr Reprts grup n the ribbn. Yu can cnfigure the fllwing settings in the Scpe pane: 1. Reprt Prfile Name Select a previusly cnfigured prfile frm the drp-dwn menu r create a new prfile by entering a new name in the Reprt Prfile text bx. Click the new buttn ( ) t clear all fields, click the save buttn ( ) t save changes t the current reprt prfile, r click the save as buttn ( ) t save any changes under a new prfile name. 2. Scpe In the Scpe cnfiguratin area, click the farm name and expand the data tree dwn t the desired SharePint Web applicatins/site cllectins/sites/lists, click My Registered Sites, t expand the SharePint sites grup t the desired site cllectins/sites/lists, r enter a URL/name in the search text bx abve the tree. Check the checkbxes next t the ndes yu want t include in the reprt. *Nte: All f the selectins in the Scpe pane must be n the same SharePint bject level. Fr example, yu can select multiple Web applicatins, r yu can select multiple site cllectins within different Web applicatins, but yu cannt select a Web applicatin and a site cllectin at the same time. 3. Scpe Filter T filter SharePint bjects yu wuld like t include in this prfile within the selected scpe, select a previusly created scpe filter frm the Select a scpe filter drp-dwn list. T create a new scpe filter, click New Scpe Filter. Fr details n creating a scpe filter, refer t Cnfiguring a Scpe Filter. 4. Time Range In the Time Range cnfiguratin area, chse ne f the fllwing ptins: Duratin Check the Duratin checkbx, and then select the time range as yu want frm the drp-dwn menu. There are eight duratins prvided, respectively This Mnth, Last Mnth, Last 2 Mnths, This Week, Last Week, Last 2 Weeks, Tday, and Yesterday. Last Day(s)/Week(s)/Mnth(s) Enter an integer int the text bx and select by Day(s)/Week(s)/Mnth(s) frm the drp-dwn menu. Fr example, if yu enter 10 in the text bx, and select Day(s) frm the drp-dwn menu, and then yu run the jb, yu are allwed t cllect the data f the latest 10 days. Custm Check the Custm checkbx t custmize the time range. 5. Schedule (Optinal) In the schedule cnfiguratin area, chse ne f the fllwing ptins: N Schedule Select this ptin if yu d nt want t cnfigure a schedule fr this prfile. If yu chse this ptin, yu must cllect the data manually DcAve 6: Reprt Center 125

126 Cnfigure the schedule myself Select this ptin t cnfigure the specific time yu want t cllect the data f this prfile. A schedule cnfiguratin area appears. Yu can custmize the schedule with the fllwing ptins: Exprt reprt Chse whether r nt t cnfigure the Exprt Reprt Settings t stre the User Lifecycle reprts by checking the Exprt reprt checkbx. Start time Select the date and time fr cllecting the data. *Nte: The start time cannt be earlier than the current time. Interval Enter an integer int the text bx and select by Hur(s), Day(s), Week(s), r Mnth(s). The data will be cllected repeatedly based n this schedule. Click Calendar View t see the schedules in a calendar. Schedule ending Designate when t stp cllecting the data fr this prfile. Select N end date fr the data f this prfile t be cllected repeatedly until yu stp it manually. Select End after ccurrence(s) t have the jb stpped after the defined ccurrences that yu cnfigured in the text bx. Select End by Date + Time t specify the exact date and time fr the data t stp being cllected. Exprt Reprt Settings Check the Exprt reprt checkbx. The Exprt Reprt Settings cnfiguratin area appears. Select the desired Reprt Frmat and Exprt Lcatin, and then click View t access the detailed infrmatin f the selected exprt lcatin. If yu want t cnfigure a new exprt lcatin, click New Exprt Lcatin, and fllw the instructins prvided in the Exprt Lcatin sectin f this guide. Ntificatin Check the Send Ntificatin checkbx and select the Recipient f this ntificatin. Yu can select a previusly cnfigured ntificatin prfile, and then click View t access detailed infrmatin. Or, click New Ntificatin t create a new ntificatin prfile. Fr details n creating an ntificatin prfile, see the User Ntificatin Settings sectin the DcAve 6 Cntrl Panel Reference Guide. Yu can chse t have the reprt included in the as an attachment by checking the Attach reprt t the e- mail when the size f the reprt is less than checkbx, and then enter the maximum size f the reprt allwed in the less than MB text bx. 6. Ntificatin (Optinal) Select ne f the cnfigured ntificatins frm the drp-dwn menu t send the jb cnditin t the specified users. Or, click New Ntificatin t create a new ntificatin prfile. Fr details n creating an ntificatin prfile, see the User Ntificatin Settings sectin in the DcAve 6 Cntrl Panel Reference Guide. 7. Filters The fllwing filters are cnfigurable in the User Lifecycle reprts: URL Filter Click t lad the URL Filter tab t specify the URLs. Actin Filter Click t lad the Actin Filter tab t select the actins t be included in the reprts. User Filter Click t lad the User Filter tab t set the users whse activity yu want t view r d nt want t view. 126 DcAve 6: Reprt Center

127 Type Click t lad the Type tab t set the types yu want t view in the reprt. 8. Chse ne f the fllwing ptins t run the User Lifecycle Usage reprts: Click Run Reprt, and then select Run Reprt nly t run jb r select Save prfile and run reprt frm the drp-dwn menu t save the cnfiguratin and then run the jb. After the jb finishes, the reprt is displayed in the Reprt Display pane. Yu can click Shw Reprt t view the histry data cllected befre. Hwever, if this prfile has n running jb recrd, Shw Reprt is grayed ut. Click the save buttn ( ) t save the reprt prfile, and then click Exprt Nw in the Reprt Actins grup n the ribbn. The Exprt t Datasheet windw appears. Cmplete the fllwing steps t generate the reprt: Reprt Frmat Select the desired reprt frmat frm the drp-dwn menu. Exprt Settings Chse whether t exprt the reprt nw. Check the Exprt t lcal immediately checkbx and click OK t exprt the reprt immediately, r check the Exprt t a different lcatin checkbx, and then cnfigure the fllwing settings: Exprt Lcatin Select ne previusly cnfigured exprt lcatin frm the drp-dwn menu, r if yu want t cnfigure a new exprt lcatin, click New Exprt Lcatin, then fllw the instructins prvided in the Exprt Lcatin sectin f this guide. Ntificatin Check the Send Ntificatin checkbx and select the Recipient f this ntificatin. Yu can select a previusly cnfigured ntificatin prfile and click View t access detailed infrmatin, r click New Ntificatin t create a new ntificatin prfile. Fr details n creating an ntificatin prfile, see the User Ntificatin Settings sectin in the DcAve 6 Cntrl Panel Reference Guide. Yu can chse t have the reprt included in the e- mail as an attachment by checking the Attach reprt t the when the size f the reprt is less than checkbx, and then enter the maximum size f the reprt allwed in the less than MB text bx. Click OK t save the cnfiguratins and exprt the reprt. Click Cancel t g back t the User Lifecycle reprt interface withut saving the cnfiguratins. Generating List Access Reprts Yu can generate List Access Reprts t display wh accessed a list, what changes were made, and what time thse changes were made. These reprts prvide auditing and lgging recrds t ensure data integrity and als prvide availability f list infrmatin. T generate List Access Reprts, g t the Cmpliance Reprts tab f Reprt Center, and click Auditr Reprts n the ribbn t expand the tab. Select the desired SharePint n-premises SharePint Web applicatins/site cllectins/sites/lists under a farm r SharePint Online site cllectins/sites/lists DcAve 6: Reprt Center 127

128 under My Registered Sites in the Scpe pane, and then click List Access in the Auditr Reprts grup n the ribbn. Yu can cnfigure the fllwing settings in the Scpe pane: 1. Reprt Prfile Name Select a previusly cnfigured prfile frm the drp-dwn menu r create a new prfile by entering a new name in the Reprt Prfile text bx. Click the new buttn ( ) t clear all fields, click the save buttn ( ) t save changes t the current reprt prfile, r click the save as buttn ( ) t save any changes under a new prfile name. 2. Scpe In the Scpe cnfiguratin area, click the farm name and expand the data tree dwn t the desired SharePint Web applicatins/site cllectins/sites/lists, click My Registered Sites, expand the SharePint sites grup t the desired site cllectins/sites/lists, r enter a URL/name in the search text bx abve the tree. Check the checkbxes next t the ndes yu want t include in the reprt. *Nte: All f the selectins in the Scpe pane must be n the same SharePint bject level. Fr example, yu can select multiple Web applicatins, r yu can select multiple site cllectins within different Web applicatins, but yu cannt select a Web applicatin and a site cllectin at the same time. 3. Scpe Filter T filter SharePint bjects yu wuld like t include in this prfile within the selected scpe, select a previusly created scpe filter frm the Select a scpe filter drp-dwn list. T create a new scpe filter, click New Scpe Filter. Fr details n creating a scpe filter, refer t Cnfiguring a Scpe Filter. 4. Time Range In the Time Range cnfiguratin area, chse ne f the fllwing ptins: Duratin Check the Duratin checkbx, and then select the desired time range frm the drp-dwn menu. There are eight duratins prvided: This Mnth, Last Mnth, Last 2 Mnths, This Week, Last Week, Last 2 Weeks, Tday, and Yesterday. Last Day(s)/Week(s)/Mnth(s) Enter an integer int the text bx and select by Day(s)/Week(s)/Mnth(s) frm the drp-dwn menu. Fr example, if yu enter 10 in the text bx, and select Day(s) frm the drp-dwn menu, and then yu run the jb, yu are allwed t cllect the data f the latest 10 days. Custm Check the Custm checkbx t custmize the time range as yu want. 5. Schedule (Optinal) In the schedule cnfiguratin area, chse ne f the fllwing ptins: N Schedule Select this ptin if yu d nt want t cnfigure a schedule fr this prfile. If yu chse this ptin, yu must cllect the data manually. Cnfigure the schedule myself Select this ptin t cnfigure the specific time yu want t cllect the data f this prfile. A schedule cnfiguratin area appears. Yu can custmize the schedule with the fllwing ptins: Exprt reprt Chse whether r nt t cnfigure the Exprt Reprt Settings t stre the List Access reprts by checking the Exprt reprt checkbx. Start time Select the date and time fr cllecting the data. *Nte: The start time cannt be earlier than the current time. 128 DcAve 6: Reprt Center

129 Interval Enter an integer int the text bx and select by Hur(s), Day(s), Week(s), r Mnth(s). The data will be cllected repeatedly based n this schedule. Click Calendar View t see the schedules in a calendar. Schedule ending Designate when t stp cllecting the data fr this prfile. Select N end date fr the data f this prfile t be cllected repeatedly until yu stp it manually. Select End after ccurrence(s) t have the jb stpped after the defined ccurrences that yu cnfigured in the text bx. Select End by Date + Time t specify the exact date and time fr the data t stp being cllected. Exprt Reprt Settings Check the Exprt reprt checkbx. The Exprt Reprt Settings cnfiguratin area appears. Select the desired Reprt Frmat and Exprt Lcatin, and then click View t access the detailed infrmatin f the selected exprt lcatin. If yu want t cnfigure a new exprt lcatin, click New Exprt Lcatin, and fllw the instructins prvided in the Exprt Lcatin sectin f this guide. Ntificatin Check the Send Ntificatin checkbx and select the Recipient f this ntificatin. Yu can select a previusly cnfigured ntificatin prfile, and then click View t access detailed infrmatin. Or, click New Ntificatin t create a new ntificatin prfile. Fr details n creating an ntificatin prfile, see the User Ntificatin Settings sectin in the DcAve 6 Cntrl Panel Reference Guide. Yu can chse t have the reprt included in the as an attachment by checking the Attach reprt t the when the size f the reprt is less than checkbx, and then enter the maximum size f the reprt allwed in the less than MB text bx. 6. Ntificatin (Optinal) Select ne f the cnfigured ntificatins frm the drp-dwn menu t send the jb cnditin t the specified users. Or, click New Ntificatin t create a new ntificatin prfile. Fr details n creating an ntificatin prfile, see the User Ntificatin Settings sectin in the DcAve 6 Cntrl Panel Reference Guide. 7. Filters The fllwing filters are cnfigurable in List Access reprts: URL Filter Click t lad the URL Filter tab t narrw the scpe by specifying URLs. Actin Filter Click t lad the Actin Filter tab t select the actins t be included in the reprts. User Filter Click t lad the User Filter tab t set the users whse activity yu want t view r d nt want t view. Type Click t lad the Type tab t set the types yu want t view in the reprt. 8. Chse ne f the fllwing ptins t run the List Access Reprt: Click Run Reprt, and then select Run Reprt nly t run the jb r select Save prfile and run reprt frm the drp-dwn menu t save the cnfiguratin and then run the jb. After the jb finishes, the reprt is displayed in the Reprt Display pane. Yu can click Shw Reprt t view the histry data cllected befre. Hwever, if this prfile has n running jb recrd, the Shw Reprt is grayed ut. DcAve 6: Reprt Center 129

130 Click the save buttn ( ) t save the reprt prfile, and then click Exprt Nw in the Reprt Actins grup n the ribbn. The Exprt t Datasheet windw appears. Cmplete the fllwing steps t generate the reprt: Reprt Frmat Select the desired reprt frmat frm the drp-dwn menu. Exprt Settings Chse whether t exprt the reprt nw. Check the Exprt t lcal immediately checkbx and click OK t exprt the reprt immediately, r check the Exprt t a different lcatin checkbx, and then cnfigure the fllwing settings: Exprt Lcatin Select ne previusly cnfigured exprt lcatin frm the drp-dwn menu, r if yu want t cnfigure a new exprt lcatin, click New Exprt Lcatin, then fllw the instructins prvided in the Exprt Lcatin sectin f this guide. Ntificatin Check the Send Ntificatin checkbx and select the Recipient f this ntificatin. Yu can select a previusly cnfigured e- mail ntificatin prfile and click View t access detailed infrmatin, r click New Ntificatin t create a new ntificatin prfile. Fr details n creating an ntificatin prfile, see the User Ntificatin Settings sectin in the DcAve 6 Cntrl Panel Reference Guide. Yu can chse t have the reprt included in the as an attachment by checking the Attach reprt t the when the size f the reprt is less than checkbx, and then enter the maximum size f the reprt allwed in the less than MB text bx. Click OK t save the cnfiguratins and exprt the reprt. Click Cancel t g back t the List Access reprt interface withut saving the cnfiguratins. Generating Item Lifecycle Reprts Item Lifecycle Reprts display infrmatin abut the entire lifecycle f items in a specified list. These reprts prvide auditing and lgging recrds t ensure data integrity and als prvide availability f all activity fr items in SharePint. T generate Item Lifecycle Reprts, g t the Cmpliance Reprts tab f Reprt Center, and click Auditr Reprts n the ribbn t expand the tab. Select the desired SharePint Web applicatins/site cllectins/site/lists under a farm r SharePint Online site cllectins/sites/lists under My Registered Sites in the Scpe pane, then click Item Lifecycle in the Auditr Reprts grup n the ribbn. Yu can cnfigure the fllwing settings in the Scpe pane: Reprt Prfile Name Select a previusly cnfigured prfile frm the drp-dwn menu r create a new prfile by entering a new name in the Reprt Prfile text bx. Click the new buttn ( ) t clear all fields, click the save buttn ( ) t save changes t the current reprt prfile, r click the save as buttn ( ) t save any changes under a new prfile name. 2. Scpe In the Scpe cnfiguratin area, click the farm name and expand the data tree dwn t the desired SharePint Web applicatins/site cllectins/sites/lists, click My Registered Sites, expand the SharePint sites grup t the desired site cllectins/sites/lists, r enter a DcAve 6: Reprt Center

131 URL/name in the search text bx abve the tree. Check the checkbxes next t the ndes yu want t include in the reprt. *Nte: All f the selectins in the Scpe pane must be n the same SharePint bject level. Fr example, yu can select multiple Web applicatins, r yu can select multiple site cllectins within different Web applicatins, but yu cannt select a Web applicatin and a site cllectin at the same time. 3. Scpe Filter T filter SharePint bjects yu wuld like t include in this prfile within the selected scpe, select a previusly created scpe filter frm the Select a scpe filter drp-dwn list. T create a new scpe filter, click New Scpe Filter. Fr details n creating a scpe filter, refer t Cnfiguring a Scpe Filter. 4. Time Range In the Time Range cnfiguratin area, chse ne f the fllwing ptins: Duratin Check the Duratin checkbx, and then select the desired time range frm the drp-dwn menu. There are eight duratins prvided: This Mnth, Last Mnth, Last 2 Mnths, This Week, Last Week, Last 2 Weeks, Tday, and Yesterday. Last Day(s)/Week(s)/Mnth(s) Enter an integer int the text bx and select by Day(s)/Week(s)/Mnth(s) frm the drp-dwn menu. Fr example, if yu enter 10 in the text bx, and select Day(s) frm the drp-dwn menu, and then yu run the jb, yu are allwed t cllect the data f the latest 10 days. Custm Check the Custm checkbx t custmize the time range. 5. Schedule (Optinal) In the schedule cnfiguratin area, chse ne f the fllwing ptins: N Schedule Select this ptin if yu d nt want t cnfigure a schedule fr this prfile. If yu chse this ptin, yu must cllect the data manually. Cnfigure the schedule myself Select this ptin t cnfigure the specific time yu want t cllect the data f this prfile. A schedule cnfiguratin area appears. Yu can custmize the schedule with the fllwing ptins: Exprt reprt Chse whether r nt t cnfigure the Exprt Reprt Settings t stre the Item Lifecycle reprts by checking the Exprt reprt checkbx. Start time Select the date and time fr cllecting the data. *Nte: The start time cannt be earlier than the current time. Interval Enter an integer int the text bx and select by Hur(s), Day(s), Week(s), r Mnth(s). The data will be cllected repeatedly based n this schedule. Click Calendar View t see the schedules in a calendar. Schedule ending Designate when t stp cllecting the data fr this prfile. Select N end date fr the data f this prfile t be cllected repeatedly until yu stp it manually. Select End after ccurrence(s) t have the jb stpped after the defined ccurrences that yu cnfigured in the text bx. Select End by Date + Time t specify the exact date and time fr the data t stp being cllected. DcAve 6: Reprt Center 131

132 Exprt Reprt Settings Check the Exprt reprt checkbx. The Exprt Reprt Settings cnfiguratin area appears. Select the desired Reprt Frmat and Exprt Lcatin, and then click View t access the detailed infrmatin f the selected exprt lcatin. If yu want t cnfigure a new exprt lcatin, click New Exprt Lcatin, and fllw the instructins prvided in the Exprt Lcatin sectin f this guide. Ntificatin Check the Send Ntificatin checkbx and select the Recipient f this ntificatin. Yu can select a previusly cnfigured ntificatin prfile, and then click View t access detailed infrmatin. Or, click New Ntificatin t create a new ntificatin prfile. Fr details n creating an ntificatin prfile, see the User Ntificatin Settings sectin in the DcAve 6 Cntrl Panel Reference Guide. Yu can chse t have the reprt included in the as an attachment by checking the Attach reprt t the when the size f the reprt is less than checkbx, and then enter the maximum size f the reprt allwed in the less than MB text bx. 6. Ntificatin (Optinal) Select ne f the cnfigured ntificatins frm the drp-dwn menu t send the jb cnditin t the specified users. Or, click New Ntificatin t create a new ntificatin prfile. Fr details n creating an ntificatin prfile, see the User Ntificatin Settings sectin in the DcAve 6 Cntrl Panel Reference Guide. 7. Filters The fllwing filters are cnfigurable in the Item Lifecycle reprts: URL Filter Click t lad the URL Filter tab t narrw the scpe by specifying URLs. Actin Filter Click t lad the Actin Filter tab t select the actins t be included in the reprts. User Filter Click t lad the User Filter tab t set the users whse activity yu want t view r d nt want t view. 8. Chse ne f the fllwing ptins t run the Item Lifecycle reprts: Click Run Reprt, and then select Run Reprt nly t run the jb r select Save prfile and run reprt frm the drp-dwn menu t save the cnfiguratin and then run the jb. After the jb finishes, the reprt is displayed in the Reprt Display pane. Yu can click Shw Reprt t view the histry data cllected befre. Hwever, if this prfile has n running jb recrd, the Shw Reprt is grayed ut. Click the save buttn ( ) t save the reprt prfile, and then click Exprt Nw in the Reprt Actins grup n the ribbn. The Exprt t Datasheet windw appears. Cmplete the fllwing steps t generate the reprt: Reprt Frmat Select the desired reprt frmat frm the drp-dwn menu. Exprt Settings Chse whether t exprt the reprt nw. Check the Exprt t lcal immediately checkbx and click OK t exprt the reprt immediately, r check the Exprt t a different lcatin checkbx, and then cnfigure the fllwing settings: 132 DcAve 6: Reprt Center

133 Exprt Lcatin Select ne previusly cnfigured exprt lcatin frm the drp-dwn menu, r if yu want t cnfigure a new exprt lcatin, click New Exprt Lcatin, then fllw the instructins prvided in the Exprt Lcatin sectin f this guide. Ntificatin Check the Send Ntificatin checkbx and select the Recipient f this ntificatin. Yu can select a previusly cnfigured e- mail ntificatin prfile and click View t access detailed infrmatin, r click New Ntificatin t create a new ntificatin prfile. Fr details n creating an ntificatin prfile, see the User Ntificatin Settings sectin in the DcAve 6 Cntrl Panel Reference Guide. Yu can chse t have the reprt included in the as an attachment by checking the Attach reprt t the when the size f the reprt is less than checkbx, and then enter the maximum size f the reprt allwed in the less than MB text bx. Click OK t save the cnfiguratins and t exprt reprt. Click Cancel t g back t the Item Lifecycle reprt interface withut saving the cnfiguratins. Generating Site Access Reprts Yu can generate Site Access Reprts t display wh accessed a site, what changes were made, and what time thse changes were made. These reprts prvide auditing and lgging recrds t ensure data integrity, track breaches in cnfidentiality cmpliance, and prvide availability f site infrmatin. T generate Site Access Reprts, navigate t the Cmpliance Reprts tab f Reprt Center, and click Auditr Reprts n the ribbn t expand the tab. Select the desired SharePint Web applicatins/site cllectins/sites/lists under a farm r SharePint Online site cllectins/sites/lists under My Registered Sites in the Scpe pane, and then click Site Access in the Auditr Reprts grup n the ribbn. Cnfigure the fllwing settings in the Scpe pane: 1. Reprt Prfile Name Select a previusly cnfigured prfile frm the drp-dwn menu r create a new prfile by entering a new name in the Reprt Prfile text bx. Click the new buttn ( ) t clear all fields, click the save buttn ( ) t save changes t the current reprt prfile, r click the save as buttn ( ) t save any changes under a new prfile name. 2. Scpe In the Scpe cnfiguratin area, click the farm name and expand the data tree dwn t the desired SharePint Web applicatins/site cllectins/sites/lists, click My Registered Sites, expand the SharePint sites grup t the desired site cllectins/sites/lists, r enter a URL/name in the search text bx abve the tree. Check the checkbxes next t the ndes yu want t include in the reprt. *Nte: All f the selectins in the Scpe pane must be n the same SharePint bject level. Fr example, yu can select multiple Web applicatins, r yu can select multiple site cllectins within different Web applicatins, but yu cannt select a Web applicatin and a site cllectin at the same time. 3. Scpe Filter T filter SharePint bjects yu wuld like t include in this prfile within the selected scpe, select a previusly created scpe filter frm the Select a scpe filter drp-dwn DcAve 6: Reprt Center 133

134 list. T create a new scpe filter, click New Scpe Filter. Fr details n creating a scpe filter, refer t Cnfiguring a Scpe Filter. 4. Time Range In the Time Range cnfiguratin area, chse ne f the fllwing ptins: Duratin Check the Duratin checkbx, and then select the desired time range frm the drp-dwn menu. There are eight duratins prvided: This Mnth, Last Mnth, Last 2 Mnths, This Week, Last Week, Last 2 Weeks, Tday, and Yesterday. Last Day(s)/Week(s)/Mnth(s) Enter an integer int the text bx and select by Day(s)/Week(s)/Mnth(s) frm the drp-dwn menu. Fr example, if yu enter 10 in the text bx, and select Day(s) frm the drp-dwn menu, and then yu run the jb, yu are allwed t cllect the data f the latest 10 days. Custm Check the Custm checkbx t custmize the time range as yu want. 5. Schedule (Optinal) In the schedule cnfiguratin area, chse ne f the fllwing ptins: N Schedule Select this ptin if yu d nt want t cnfigure a schedule fr this prfile. If yu chse this ptin, yu must cllect the data manually Cnfigure the schedule myself Select this ptin t cnfigure the specific time yu want t cllect the data f this prfile. A schedule cnfiguratin area appears. Yu can custmize the schedule with the fllwing ptins: Exprt reprt Chse whether r nt t cnfigure the Exprt Reprt Settings t stre the Site Access reprts by checking the Exprt reprt checkbx. Start time Select the date and time fr cllecting the data. *Nte: The start time cannt be earlier than the current time. Interval Enter an integer int the text bx and select by Hur(s), Day(s), Week(s), r Mnth(s). The data will be cllected repeatedly based n this schedule. Click Calendar View t see the schedules in a calendar. Schedule ending Designate when t stp cllecting the data fr this prfile. Select N end date fr the data f this prfile t be cllected repeatedly until yu stp it manually. Select End after ccurrence(s) t have the jb stpped after the defined ccurrences that yu cnfigured in the text bx. Select End by Date + Time t specify the exact date and time fr the data t stp being cllected. Exprt Reprt Settings Check the Exprt reprt checkbx. The Exprt Reprt Settings cnfiguratin area appears. Select the desired Reprt Frmat and Exprt Lcatin, and then click View t access the detailed infrmatin f the selected exprt lcatin. If yu want t cnfigure a new exprt lcatin, click New Exprt Lcatin, and fllw the instructins prvided in the Exprt Lcatin sectin f this guide. Ntificatin Check the Send Ntificatin checkbx and select the Recipient f this ntificatin. Yu can select a previusly cnfigured ntificatin prfile, and then click View t access detailed infrmatin. Or, 134 DcAve 6: Reprt Center

135 DcAve 6: Reprt Center click New Ntificatin t create a new ntificatin prfile. Fr details n creating an ntificatin prfile, see the User Ntificatin Settings sectin in the DcAve 6 Cntrl Panel Reference Guide. Yu can chse t have the reprt included in the as an attachment by checking the Attach reprt t the when the size f the reprt is less than checkbx, and then enter the maximum size f the reprt allwed in the less than MB text bx. 6. Ntificatin (Optinal) Select ne f the cnfigured ntificatins frm the drp-dwn menu t send the jb cnditin t the specified users. Or, click New Ntificatin t create a new ntificatin prfile. Fr details n creating an ntificatin prfile, see the User Ntificatin Settings sectin in the DcAve 6 Cntrl Panel Reference Guide. 7. Filters The fllwing filters are cnfigurable in the Site Access reprts: URL Filter Click t lad the URL Filter tab t narrw the scpe by specifying URLs. Actin Filter Click t lad the Actin Filter tab t select the actins t be included in the reprts. User Filter Click t lad the User Filter tab t set the users whse activity yu want t view r d nt want t view. Type Click t lad the Type tab t set the types yu want t view in the reprt. 8. Chse ne f the fllwing t run the Site Access reprts: Click Run Reprt, and then select Run Reprt nly t run the jb r select Save prfile and run reprt frm the drp-dwn menu t save the cnfiguratin and then run the jb. After the jb finishes, the reprt is displayed in the Reprt Display pane. Yu can click Shw Reprt t view the histry data cllected befre. Hwever, if this prfile has n running jb recrd, the Shw Reprt is grayed ut. Click the save buttn ( ) t save the reprt prfile, and then click Exprt Nw in the Reprt Actins grup n the ribbn. The Exprt t Datasheet windw appears. Cmplete the fllwing steps t generate the reprt: Reprt Frmat Select the desired reprt frmat frm the drp-dwn menu. Exprt Settings Chse whether t exprt the reprt nw. Check the Exprt t lcal immediately checkbx and click OK t exprt the reprt immediately, r check the Exprt t a different lcatin checkbx, and then cnfigure the fllwing settings: Exprt Lcatin Select ne previusly cnfigured exprt lcatin frm the drp-dwn menu, r if yu want t cnfigure a new exprt lcatin, click New Exprt Lcatin, then fllw the instructins prvided in the Exprt Lcatin sectin f this guide. Ntificatin Check the Send Ntificatin checkbx and select the Recipient f this ntificatin. Yu can select a previusly cnfigured e- mail ntificatin prfile and click View t access detailed infrmatin, r click New Ntificatin t create a new ntificatin prfile. Fr details n creating an ntificatin prfile, see the User 135

136 Generating List Deletin Reprts Ntificatin Settings sectin in the DcAve 6 Cntrl Panel Reference Guide. Yu can chse t have the reprt included in the as an attachment by checking the Attach reprt t the when the size f the reprt is less than checkbx, and then enter the maximum size f the reprt allwed in the less than MB text bx. Click OK t save the cnfiguratins and t exprt reprt. Click Cancel t g back t the Site Access reprt interface withut saving the cnfiguratins. Yu can generate List Deletin Reprts t display what has been deleted in a list, wh made the deletins, and at what time. These reprts prvide auditing and lgging recrds t ensure data integrity and als prvide availability f list infrmatin. T generate List Deletin Reprts, g t the Cmpliance Reprts tab f Reprt Center, and click Auditr Reprts n the ribbn t expand the tab. Select the desired SharePint Web applicatins/site cllectins/sites/lists under a farm r SharePint Online site cllectins/sites/lists under My Registered Sites in the Scpe pane, and then click List Deletin in the Auditr Reprts grup n the ribbn. Yu can cnfigure the fllwing settings in the Scpe pane: 1. Reprt Prfile Name Select a previusly cnfigured prfile frm the drp-dwn menu r create a new prfile by entering a new name in the Reprt Prfile text bx. Click the new buttn ( ) t clear all fields, click the save buttn ( ) t save changes t the current reprt prfile, r click the save as buttn ( ) t save any changes under a new prfile name. 2. Scpe In the Scpe cnfiguratin area, click the farm name and expand the data tree dwn t the desired SharePint Web applicatins/site cllectins/sites/lists, click My Registered Sites, expand the SharePint sites grup t the desired site cllectins/sites/lists, r enter a URL/name in the search text bx abve the tree. Check the checkbxes next t the ndes yu want t include in the reprt. *Nte: All f the selectins in the Scpe pane must be n the same SharePint bject level. Fr example, yu can select multiple Web applicatins, r yu can select multiple site cllectins within different Web applicatins, but yu cannt select a Web applicatin and a site cllectin at the same time. 3. Scpe Filter T filter SharePint bjects yu wuld like t include in this prfile within the selected scpe, select a previusly created scpe filter frm the Select a scpe filter drp-dwn list. T create a new scpe filter, click New Scpe Filter. Fr details n creating a scpe filter, refer t Cnfiguring a Scpe Filter. 4. Time Range In the Time Range cnfiguratin area, chse ne f the fllwing ptins: Duratin Check the Duratin checkbx, and then select the desired time range frm the drp-dwn menu. There are eight duratins prvided: This Mnth, Last Mnth, Last 2 Mnths, This Week, Last Week, Last 2 Weeks, Tday, and Yesterday. Last Day(s)/Week(s)/Mnth(s) Enter an integer int the text bx and select by Day(s)/Week(s)/Mnth(s) frm the drp-dwn menu. Fr example, if yu enter 10 in 136 DcAve 6: Reprt Center

137 the text bx, and select Day(s) frm the drp-dwn menu, and then yu run the jb, yu are allwed t cllect the data f the latest 10 days. Custm Check the Custm checkbx t custmize the time range as yu want. 5. Schedule (Optinal) In the schedule cnfiguratin area, chse ne f the fllwing ptins: N Schedule Select this ptin if yu d nt want t cnfigure a schedule fr this prfile. If yu chse this ptin, yu must cllect the data manually Cnfigure the schedule myself Select this ptin t cnfigure the specific time yu want t cllect the data f this prfile. A schedule cnfiguratin area appears. Yu can custmize the schedule with the fllwing ptins: Exprt reprt Chse whether r nt t cnfigure the Exprt Reprt Settings t stre the List Deletin reprts by checking the Exprt reprt checkbx. Start time Select the date and time fr cllecting the data. *Nte: The start time cannt be earlier than the current time. Interval Enter an integer int the text bx and select by Hur(s), Day(s), Week(s), r Mnth(s). The data will be cllected repeatedly based n this schedule. Click Calendar View t see the schedules in a calendar. Schedule ending Designate when t stp cllecting the data fr this prfile. Select N end date fr the data f this prfile t be cllected repeatedly until yu stp it manually. Select End after ccurrence(s) t have the jb stpped after the defined ccurrences that yu cnfigured in the text bx. Select End by Date + Time t specify the exact date and time fr the data t stp being cllected. Exprt Reprt Settings Check the Exprt reprt checkbx. The Exprt Reprt Settings cnfiguratin area appears. Select the desired Reprt Frmat and Exprt Lcatin, and then click View t access the detailed infrmatin f the selected exprt lcatin. If yu want t cnfigure a new exprt lcatin, click New Exprt Lcatin, and fllw the instructins prvided in the Exprt Lcatin sectin f this guide. Ntificatin Check the Send Ntificatin checkbx and select the Recipient f this ntificatin. Yu can select a previusly cnfigured ntificatin prfile, and then click View t access detailed infrmatin. Or, click New Ntificatin t create a new ntificatin prfile. Fr details n creating an ntificatin prfile, see the User Ntificatin Settings sectin in the DcAve 6 Cntrl Panel Reference Guide. Yu can chse t have the reprt included in the as an attachment by checking the Attach reprt t the when the size f the reprt is less than checkbx, and then enter the maximum size f the reprt allwed in the less than MB text bx. 6. Ntificatin (Optinal) Select ne f the cnfigured ntificatins frm the drp-dwn menu t send the jb cnditin t the specified users. Or, click New Ntificatin t DcAve 6: Reprt Center 137

138 create a new ntificatin prfile. Fr details n creating an ntificatin prfile, see the User Ntificatin Settings sectin in the DcAve 6 Cntrl Panel Reference Guide. 7. Filters The fllwing filters are cnfigurable in the List Deletin reprts: URL Filter Click t lad the URL Filter tab t narrw the scpe by specifying URLs. User Filter Click t lad the User Filter tab t set the users whse activity yu want t view r d nt want t view. Type Click t lad the Type tab t set the types yu want t view in the reprt. 8. Chse ne f the fllwing ptins t run the List Deletin reprts: Click Run Reprt, and then select Run Reprt nly t run the jb r select Save prfile and run reprt frm the drp-dwn menu t save the cnfiguratin and then run the jb. After the jb finishes, the reprt is displayed in the Reprt Display pane. Yu can click Shw Reprt t view the histry data cllected befre. Hwever, if this prfile has n running jb recrd, the Shw Reprt is grayed ut. Click the save buttn ( ) t save the reprt prfile, and then click Exprt Nw in the Reprt Actins grup n the ribbn. The Exprt t Datasheet windw appears. Cmplete the fllwing steps t generate the reprt: Reprt Frmat Select the desired reprt frmat frm the drp-dwn menu. Exprt Settings Chse whether t exprt the reprt nw. Check the Exprt t lcal immediately checkbx and click OK t exprt the reprt immediately, r check the Exprt t a different lcatin checkbx, and then cnfigure the fllwing settings: Exprt Lcatin Select ne previusly cnfigured exprt lcatin frm the drp-dwn menu, r if yu want t cnfigure a new exprt lcatin, click New Exprt Lcatin, then fllw the instructins prvided in the Exprt Lcatin sectin f this guide. Ntificatin Check the Send Ntificatin checkbx and select the Recipient f this ntificatin. Yu can select a previusly cnfigured e- mail ntificatin prfile and click View t access detailed infrmatin, r click New Ntificatin t create a new ntificatin prfile. Fr details n creating an ntificatin prfile, see the User Ntificatin Settings sectin in the DcAve 6 Cntrl Panel Reference Guide. Yu can chse t have the reprt included in the as an attachment by checking the Attach reprt t the when the size f the reprt is less than checkbx, and then enter the maximum size f the reprt allwed in the less than MB text bx. Click OK t save the cnfiguratins and t exprt reprt. Click Cancel t g back t the List Deletin reprt interface withut saving the cnfiguratins. 138 DcAve 6: Reprt Center

139 Generating Permissin Changes Reprts Permissin Changes Reprts display infrmatin n the permissin changes, such as breaking permissin inheritance, user permissin changes, and permissin levels. These reprts prvide auditing and lgging recrds t ensure data integrity, display availability f permissins and their surces, and track breaches in cnfidentiality cmpliance. T generate Permissin Changes Reprts, g t the Cmpliance Reprts tab f Reprt Center, and click Auditr Reprts n the ribbn t expand the tab. Select the desired SharePint Web applicatins/site cllectins/sites/lists under a farm r SharePint Online site cllectins/sites/lists under My Registered Sites in the Scpe pane, and then click Permissin Changes in the Auditr Reprts grup n the ribbn. Yu can cnfigure the fllwing settings in the Scpe pane: 1. Reprt Prfile Name Select a previusly cnfigured prfile frm the drp-dwn menu r create a new prfile by entering a new name in the Reprt Prfile text bx. Click the new buttn ( ) t clear all fields, click the save buttn ( ) t save changes t the current reprt prfile, r click the save as buttn ( ) t save any changes under a new prfile name. 2. Scpe In the Scpe cnfiguratin area, click the farm name and expand the data tree dwn t the desired SharePint Web applicatins/site cllectins/sites/lists, click My Registered Sites, expand the SharePint sites grup t the desired site cllectins/sites/lists, r enter a URL/name in the search text bx abve the tree. Check the checkbxes next t the ndes yu want t include in the reprt. *Nte: All f the selectins in the Scpe pane must be n the same SharePint bject level. Fr example, yu can select multiple Web applicatins, r yu can select multiple site cllectins within different Web applicatins, but yu cannt select a Web applicatin and a site cllectin at the same time. 3. Scpe Filter T filter SharePint bjects yu wuld like t include in this prfile within the selected scpe, select a previusly created scpe filter frm the Select a scpe filter drp-dwn list. T create a new scpe filter, click New Scpe Filter. Fr details n creating a scpe filter, refer t Cnfiguring a Scpe Filter. 4. Time Range In the Time Range cnfiguratin area, chse ne f the fllwing ptins: Duratin Check the Duratin checkbx, and then select the desired time range frm the drp-dwn menu. There are eight duratins prvided, respectively This Mnth, Last Mnth, Last 2 Mnths, This Week, Last Week, Last 2 Weeks, Tday, and Yesterday. Last Day(s)/Week(s)/Mnth(s) Enter an integer int the text bx and select by Day(s)/Week(s)/Mnth(s) frm the drp-dwn menu. Fr example, if yu enter 10 in the text bx, and select Day(s) frm the drp-dwn menu, and then yu run the jb, yu are allwed t cllect the data f the latest 10 days. Custm Check the Custm checkbx t custmize the time range as yu want. 5. Schedule (Optinal) In the schedule cnfiguratin area, chse ne f the fllwing ptins: DcAve 6: Reprt Center 139

140 N Schedule Select this ptin if yu d nt want t cnfigure a schedule fr this prfile. If yu chse this ptin, yu must cllect the data manually Cnfigure the schedule myself Select this ptin t cnfigure the specific time yu want t cllect the data f this prfile. A schedule cnfiguratin area appears. Yu can custmize the schedule with the fllwing ptins: Exprt reprt Chse whether r nt t cnfigure the Exprt Reprt Settings t stre the Permissin Changes reprts by checking the Exprt reprt checkbx. Start time Select the date and time fr applying the rules f this prfile and cllecting the data. *Nte: The start time cannt be earlier than the current time. Interval Enter an integer int the text bx and select by Hur(s), Day(s), Week(s), r Mnth(s). The data will be cllected repeatedly based n this schedule. Click Calendar View t see the schedules in a calendar. Schedule ending Designate when t stp cllecting the data fr this prfile. Select N end date fr the data f this prfile t be cllected repeatedly until yu stp it manually. Select End after ccurrence(s) t have the jb stpped after the defined ccurrences that yu cnfigured in the text bx. Select End by Date + Time t specify the exact date and time fr the data t stp being cllected. Exprt Reprt Settings Check the Exprt reprt checkbx. The Exprt Reprt Settings cnfiguratin area appears. Select the desired Reprt Frmat and Exprt Lcatin, and then click View t access the detailed infrmatin f the selected exprt lcatin. If yu want t cnfigure a new exprt lcatin, click New Exprt Lcatin, and fllw the instructins prvided in the Exprt Lcatin sectin f this guide. Ntificatin Check the Send Ntificatin checkbx and select the Recipient f this ntificatin. Yu can select a previusly cnfigured ntificatin prfile, and then click View t access detailed infrmatin. Or, click New Ntificatin t create a new ntificatin prfile. Fr details n creating an ntificatin prfile, see the User Ntificatin Settings sectin in the DcAve 6 Cntrl Panel Reference Guide. Yu can chse t have the reprt included in the as an attachment by checking the Attach reprt t the when the size f the reprt is less than checkbx, and then enter the maximum size f the reprt allwed in the less than MB text bx. 6. Ntificatin (Optinal) Select ne f the cnfigured ntificatins frm the drp-dwn menu t send the jb cnditin t the specified users. Or, click New Ntificatin t create a new ntificatin prfile. Fr details n creating an ntificatin prfile, see the User Ntificatin Settings sectin in the DcAve 6 Cntrl Panel Reference Guide. 7. Filters The fllwing filters are cnfigurable in the Permissin Changes reprts: URL Filter Click t lad the URL Filter tab t narrw the scpe by specifying URLs. 140 DcAve 6: Reprt Center

141 User Filter Click t lad the User Filter tab t set the users whse activity yu want t view r d nt want t view. Actin Filter This filter cannt be edited, the default actins that are filtered by Permissin Changes reprts are: Add Grup Member, Change Permissin, Change Permissin Level, and Break Permissin Level Inheritance. 8. Chse ne f the fllwing ptins t run the Permissin Changes reprts: Click Run Reprt, and then select Run Reprt nly t run the jb r select Save prfile and run reprt frm the drp-dwn menu t save the cnfiguratin and then run the jb. After the jb finishes, the reprt is displayed in the Reprt Display pane. Yu can click Shw Reprt t view the histry data cllected befre. Hwever, if this prfile has n running jb recrd, the Shw Reprt is grayed ut. Click the save buttn ( ) t save the reprt prfile, and then click Exprt Nw in the Reprt Actins grup n the ribbn. The Exprt t Datasheet windw appears. Cmplete the fllwing steps t generate the reprt: Reprt Frmat Select the desired reprt frmat frm the drp-dwn menu. Exprt Settings Chse whether t exprt the reprt nw. Check the Exprt t lcal immediately checkbx and click OK t exprt the reprt immediately, r check the Exprt t a different lcatin checkbx, and then cnfigure the fllwing settings: Exprt Lcatin Select ne previusly cnfigured exprt lcatin frm the drp-dwn menu, r if yu want t cnfigure a new exprt lcatin, click New Exprt Lcatin, then fllw the instructins prvided in the Exprt Lcatin sectin f this guide. Ntificatin Check the Send Ntificatin checkbx and select the Recipient f this ntificatin. Yu can select a previusly cnfigured e- mail ntificatin prfile and click View t access detailed infrmatin, r click New Ntificatin t create a new ntificatin prfile. Fr details n creating an ntificatin prfile, see the User Ntificatin Settings sectin in the DcAve 6 Cntrl Panel Reference Guide. Yu can chse t have the reprt included in the as an attachment by checking the Attach reprt t the when the size f the reprt is less than checkbx, and then enter the maximum size f the reprt allwed in the less than MB text bx. Click OK t save the cnfiguratins and t exprt reprt. Click Cancel t g back t the Permissin Changes reprt interface withut saving the cnfiguratins. Generating Cntent Type Changes Reprts Cntent Type Changes Reprts display all changes that have ccurred t cntent types ver a specified perid f time including where the changes were made and at what time. These reprts prvide auditing and lgging recrds t ensure data integrity related t the user, prvide user infrmatin, and als track breaches in cnfidentiality cmpliance. DcAve 6: Reprt Center 141

142 T generate Cntent Type Changes Reprts, in the Cmpliance Reprts tab f Reprt Center, click Auditr Reprts n the ribbn t expand the tab. Select the desired SharePint Web applicatins/site cllectins/sites/lists under a farm r SharePint Online site cllectins/sites/lists under My Registered Sites in the Scpe pane, and then click Cntent Type Changes in the Auditr Reprts grup n the ribbn. Yu can cnfigure the fllwing settings in the Scpe pane: 1. Reprt Prfile Name Select a previusly cnfigured prfile frm the drp-dwn menu r create a new prfile by entering a new name in the Reprt Prfile text bx. Click the new buttn ( ) t clear all fields, click the save buttn ( ) t save changes t the current reprt prfile, r click the save as buttn ( ) t save any changes under a new prfile name. 2. Scpe In the Scpe cnfiguratin area, click the farm name and expand the data tree dwn t the desired SharePint Web applicatins/site cllectins/sites/lists, click My Registered Sites, expand the SharePint sites grup t the desired site cllectins/sites/lists, r enter a URL/name in the search text bx abve the tree. Check the checkbxes next t the ndes yu want t include in the reprt. *Nte: All f the selectins in the Scpe pane must be n the same SharePint bject level. Fr example, yu can select multiple Web applicatins, r yu can select multiple site cllectins within different Web applicatins, but yu cannt select a Web applicatin and a site cllectin at the same time. 3. Scpe Filter T filter SharePint bjects yu wuld like t include in this prfile within the selected scpe, select a previusly created scpe filter frm the Select a scpe filter drp-dwn list. T create a new scpe filter, click New Scpe Filter. Fr details n creating a scpe filter, refer t Cnfiguring a Scpe Filter. 4. Time Range In the Time Range cnfiguratin area, chse ne f the fllwing ptins: Duratin Check the Duratin checkbx, and then select the desired time range frm the drp-dwn menu. There are eight duratins prvided: This Mnth, Last Mnth, Last 2 Mnths, This Week, Last Week, Last 2 Weeks, Tday, and Yesterday. Last Day(s)/Week(s)/Mnth(s) Enter an integer int the text bx and select by Day(s)/Week(s)/Mnth(s) frm the drp-dwn menu. Fr example, if yu enter 10 in the text bx, and select Day(s) frm the drp-dwn menu, and then yu run the jb, yu are allwed t cllect the data f the latest 10 days. Custm Check the Custm checkbx t custmize the time range as yu want. 5. Schedule (Optinal) In the schedule cnfiguratin area, chse ne f the fllwing ptins: N Schedule Select this ptin if yu d nt want t cnfigure a schedule fr this prfile. If yu chse this ptin, yu must cllect the data manually Cnfigure the schedule myself Select this ptin t cnfigure the specific time yu want t cllect the data f this prfile. A schedule cnfiguratin area appears. Yu can custmize the schedule with the fllwing ptins: Exprt reprt Chse whether r nt t cnfigure the Exprt Reprt Settings t stre the Cntent Type Changes reprts by checking the Exprt reprt checkbx. 142 DcAve 6: Reprt Center

143 Start time Select the date and time fr cllecting the data. *Nte: The start time cannt be earlier than the current time. Interval Enter an integer int the text bx and select by Hur(s), Day(s), Week(s), r Mnth(s). The data will be cllected repeatedly based n this schedule. Click Calendar View t see the schedules in a calendar. Schedule ending Designate when t stp cllecting the data fr this prfile. Select N end date fr the data f this prfile t be cllected repeatedly until yu stp it manually. Select End after ccurrence(s) t have the jb stpped after the defined ccurrences that yu cnfigured in the text bx. Select End by Date + Time t specify the exact date and time fr the data t stp being cllected. Exprt Reprt Settings Check the Exprt reprt checkbx. The Exprt Reprt Settings cnfiguratin area appears. Select the desired Reprt Frmat and Exprt Lcatin, and then click View t access the detailed infrmatin f the selected exprt lcatin. If yu want t cnfigure a new exprt lcatin, click New Exprt Lcatin, and fllw the instructins prvided in the Exprt Lcatin sectin f this guide. 6. Ntificatin (Optinal) Select ne f the cnfigured ntificatins frm the drp-dwn menu t send the jb cnditin t the specified users. Or, click New Ntificatin t create a new ntificatin prfile. Fr details n creating an ntificatin prfile, see the User Ntificatin Settings sectin in the DcAve 6 Cntrl Panel Reference Guide. 7. Filters The fllwing filters are cnfigurable in the Cntent Type Changes reprts: URL Filter Click t lad the URL Filter tab t narrw the scpe by specifying URLs. User Filter Click t lad the User Filter tab t set the users whse activity yu want t view r d nt want t view. 8. Chse ne f the fllwing ptins t run the Cntent Type Changes reprts: Click Run Reprt, and then select Run Reprt nly t run the jb r select Save prfile and run reprt frm the drp-dwn menu t save the cnfiguratin and then run the jb. After the jb finishes, the reprt is displayed in the Reprt Display pane. Yu can click Shw Reprt t view the histry data cllected befre. Hwever, if this prfile has n running jb recrd, the Shw Reprt is grayed ut. Click the save buttn ( ) t save the reprt prfile, and then click Exprt Nw in the Reprt Actins grup n the ribbn. The Exprt t Datasheet windw appears. Cmplete the fllwing steps t generate the reprt: Reprt Frmat Select the desired reprt frmat frm the drp-dwn menu. Exprt Settings Chse whether t exprt the reprt nw. Check the Exprt t lcal immediately checkbx and click OK t exprt the reprt immediately, r check the Exprt t a different lcatin checkbx, and then cnfigure the fllwing settings: DcAve 6: Reprt Center 143

144 Exprt Lcatin Select ne previusly cnfigured exprt lcatin frm the drp-dwn menu, r if yu want t cnfigure a new exprt lcatin, click New Exprt Lcatin, then fllw the instructins prvided in the Exprt Lcatin sectin f this guide. Ntificatin Check the Send Ntificatin checkbx and select the Recipient f this ntificatin. Yu can select a previusly cnfigured e- mail ntificatin prfile and click View t access detailed infrmatin, r click New Ntificatin t create a new ntificatin prfile. Fr details n creating an ntificatin prfile, see the User Ntificatin Settings sectin in the DcAve 6 Cntrl Panel Reference Guide. Yu can chse t have the reprt included in the as an attachment by checking the Attach reprt t the when the size f the reprt is less than checkbx, and then enter the maximum size f the reprt allwed in the less than MB text bx. Click OK t save the cnfiguratins and t exprt reprt. Click Cancel t g back t the Cntent Type Changes reprt interface withut saving the cnfiguratins. Generating Custm Reprt Yu can generate Custm Reprts frm all the cllected audit recrds based n yur demand. T generate Custm Reprts, g t the Cmpliance Reprts tab f Reprt Center, and click Auditr Reprts n the ribbn t expand the tab. Select the desired SharePint ndes in the Scpe pane, and then click Custm Reprt in the Auditr Reprts grup n the ribbn. Yu can cnfigure the fllwing settings in the Scpe pane: 1. Reprt Prfile Name Select a previusly cnfigured prfile frm the drp-dwn menu r create a new prfile by entering a new name in the Reprt Prfile text bx. Click the new buttn ( ) t clear all fields, click the save buttn ( ) t save changes t the current reprt prfile, r click the save as buttn ( ) t save any changes under a new prfile name. 2. Scpe In the Scpe cnfiguratin area, click the farm name and expand the data tree dwn t the desired SharePint Web applicatins/site cllectins/sites/lists, click My Registered Sites, expand the SharePint sites grup t the desired site cllectins/sites/lists, r enter a URL/name in the search text bx abve the tree. Check the checkbxes next t the ndes yu want t include in the reprt. *Nte: All f the selectins in the Scpe pane must be n the same SharePint bject level. Fr example, yu can select multiple Web applicatins, r yu can select multiple site cllectins within different Web applicatins, but yu cannt select a Web applicatin and a site cllectin at the same time. 3. Scpe Filter T filter SharePint bjects yu wuld like t include in this prfile within the selected scpe, select a previusly created scpe filter frm the Select a scpe filter drp-dwn list. T create a new scpe filter, click New Scpe Filter. Fr details n creating a scpe filter, refer t Cnfiguring a Scpe Filter. 4. Time Range In the Time Range cnfiguratin area, chse ne f the fllwing ptins: 144 DcAve 6: Reprt Center

145 Duratin Check the Duratin checkbx, and then select the time range as yu want frm the drp-dwn menu. There are eight duratins prvided: This Mnth, Last Mnth, Last 2 Mnths, This Week, Last Week, Last 2 Weeks, Tday, and Yesterday. Last Day(s)/Week(s)/Mnth(s) Enter an integer int the text bx and select by Day(s)/Week(s)/Mnth(s) frm the drp-dwn menu. Fr example, if yu enter 10 in the text bx, and select Day(s) frm the drp-dwn menu, and then yu run the jb, yu are allwed t cllect the data f the latest 10 days. Custm Check the Custm checkbx t custmize the time range as yu want. 5. Schedule (Optinal) In the schedule cnfiguratin area, chse ne f the fllwing ptins: N Schedule Select this ptin if yu d nt want t cnfigure a schedule fr this prfile. If yu chse this ptin, yu must cllect the data manually Cnfigure the schedule myself Select this ptin t cnfigure the specific time yu want t cllect the data f this prfile. A schedule cnfiguratin area appears. Yu can custmize the schedule with the fllwing ptins: Exprt reprt Chse whether r nt t cnfigure the Exprt Reprt Settings t stre the Custm Reprts by checking the Exprt reprt checkbx. Start time Select the date and time fr cllecting the data. *Nte: The start time cannt be earlier than the current time. Interval Enter an integer int the text bx and select by Hur(s), Day(s), Week(s), r Mnth(s). The data will be cllected repeatedly based n this schedule. Click Calendar View t see the schedules in a calendar. Schedule ending Designate when t stp cllecting the data fr this prfile. Select N end date fr the data f this prfile t be cllected repeatedly until yu stp it manually. Select End after ccurrence(s) t have the jb stpped after the defined ccurrences that yu cnfigured in the text bx. Select End by Date + Time t specify the exact date and time fr the data t stp being cllected. Exprt Reprt Settings Check the Exprt reprt checkbx. The Exprt Reprt Settings cnfiguratin area appears. Select the desired Reprt Frmat and Exprt Lcatin, and then click View t access the detailed infrmatin f the selected exprt lcatin. If yu want t cnfigure a new exprt lcatin, click New Exprt Lcatin, and fllw the instructins prvided in the Exprt Lcatin sectin f this guide. Ntificatin Check the Send Ntificatin checkbx and select the Recipient f this ntificatin. Yu can select a previusly cnfigured ntificatin prfile, and then click View t access detailed infrmatin. Or, click New Ntificatin t create a new ntificatin prfile. Fr details n creating an ntificatin prfile, see the User Ntificatin Settings sectin in the DcAve 6 Cntrl Panel Reference Guide. Yu can chse t have the reprt included in the as an attachment by DcAve 6: Reprt Center 145

146 checking the Attach reprt t the when the size f the reprt is less than checkbx, and then enter the maximum size f the reprt allwed in the less than MB text bx. 6. Filters The fllwing filters are cnfigurable in the Custm Reprts: URL Filter Click t lad the URL Filter tab t narrw the scpe by specifying URLs. Actin Filter Click t lad the Actin Filter tab t select the actins t be included in the reprts. User Filter Click t lad the User Filter tab t set the users whse activity yu want t view r d nt want t view. Type Click t lad the Type tab t set the types yu want t view in the reprt. 7. Chse ne f the fllwing ptins t run the Custm Reprts: Click Run Reprt, and then select Run Reprt nly t run the jb r select Save prfile and run reprt frm the drp-dwn menu t save the cnfiguratin and then run the jb. After the jb finishes, the reprt is displayed in the Reprt Display pane. Yu can click Shw Reprt t view the histry data cllected befre. Hwever, if this prfile has n running jb recrd, the Shw Reprt is grayed ut. Click the save buttn ( ) t save the reprt prfile, and then click Exprt Nw in the Reprt Actins grup n the ribbn. The Exprt t Datasheet windw appears. Cmplete the fllwing steps t generate the reprt: Reprt Frmat Select the desired reprt frmat frm the drp-dwn menu. Exprt Settings Chse whether t exprt the reprt nw. Check the Exprt t lcal immediately checkbx and click OK t exprt the reprt immediately, r check the Exprt t a different lcatin checkbx, and then cnfigure the fllwing settings: Exprt Lcatin Select ne previusly cnfigured exprt lcatin frm the drp-dwn menu, r if yu want t cnfigure a new exprt lcatin, click New Exprt Lcatin, then fllw the instructins prvided in the Exprt Lcatin sectin f this guide. Ntificatin Check the Send Ntificatin checkbx and select the Recipient f this ntificatin. Yu can select a previusly cnfigured e- mail ntificatin prfile and click View t access detailed infrmatin, r click New Ntificatin t create a new ntificatin prfile. Fr details n creating an ntificatin prfile, see the User Ntificatin Settings sectin in the DcAve 6 Cntrl Panel Reference Guide. Yu can chse t have the reprt included in the as an attachment by checking the Attach reprt t the when the size f the reprt is less than checkbx, and then enter the maximum size f the reprt allwed in the less than MB text bx. Click OK t save the cnfiguratins and t exprt reprt. Click Cancel t g back t the Custm Reprts interface withut saving the cnfiguratins. 146 DcAve 6: Reprt Center

147 Viewing Auditr Reprts Once an Auditr Reprt has been generated, yu can review it in the Reprt Display pane. In this area, yu can chse the grup t be included in the reprt frm the Shw Grup drp-dwn menu. Mst Auditr Reprts cntain the fllwing infrmatin: Clumn Name URL Type User (Lgin name) User Actin Clumn Name Title Time Details Surce IP Hst Name N/A Permissin Changes reprts als cntain the Outcme and Operatin infrmatin. Click the links in the Operatin clumn accrding t the varius actins and yu will be brught t the permissin peratin interface f Administratin > Administratr. Thrugh the Permissin Changes reprt display pane, users can und the Break Permissin Inheritance actin and the Add Grup Member actin in the reprt table. Select the checkbx ahead f the items in the Permissin Changes reprt table, and then select Und n the tp f the reprt table t directly change the permissin settings in SharePint. Cntent Type Changes reprts cntain the fllwing infrmatin: Clumn Name Site Latest Name Cntent Type Name Changed by (Lgin Name) Changed by Clumn Name Time Lcatin Level Changed t Yu can custmize hw the reprts are displayed with the fllwing methds: Manage clumns ( ) Manage which clumns are displayed in the list s that nly the infrmatin yu want t see is displayed. Click the manage clumns buttn ( ), and then check the checkbx next t the clumn name t have that clumn shwn in the list. Hide the clumn ( ) Hver ver the Click the hide the clumn buttn ( ) in the clumn title t hide the clumn. Filter the clumn ( ) Filter which item in the list is displayed. Unlike Search, yu can filter whichever item yu want, rather than search based n a keywrd. Click the filter the clumn buttn ( ) f the clumn yu want t filter, then check the checkbx next t the item name t have that item shwn in the list. DcAve 6: Reprt Center 147

148 *Nte: Jb Mnitr prvides a shrtcut t view the crrespnding reprt by clicking the buttn in Reprt Center Tls grup n the ribbn. Fr mre infrmatin abut using Jb Mnitr, refer t the Jb Mnitr User Guide. 148 DcAve 6: Reprt Center

149 Creating DcAve Reprts DcAve Reprts are used t mnitr the DcAve System setup frm a System Hardware perspective and DcAve activities. DcAve Reprts Interface When in the DcAve Reprt tab f Reprt Center, yu will see the fllwing: 1. Ribbn Tlbar where yu can select the type f reprt yu want t generate, perfrm actins n reprts, r access the integrated Jb Mnitr. 2. Scpe pane Cnfigure the settings fr the reprts. 3. Reprt Display pane Review the reprt. There are a number f cnfigurable settings t custmize hw the infrmatin is displayed. Figure 7: DcAve Reprts interface. DcAve Tplgy DcAve Tplgy is used t mnitr the service tplgy f the DcAve Manager. T access DcAve Tplgy, in the DcAve Reprts tab f Reprt Center, click DcAve Tplgy n the ribbn. The DcAve Tplgy reprt displays the service tplgy f the DcAve platfrm, as well as the statuses f the services n each server. Click a Manager r Agent Service t get the detailed infrmatin DcAve 6: Reprt Center 149

150 such as server name, status, perating system, memry and s n. Yu can view the status n each service in the tplgy under the Service Mnitr tab and the netwrk thrughput under the Netwrk Cnnectin tab. In the Ntificatin cnfiguratin area, check the Usage alert checkbx if yu want t have ntificatins sent ut when the desired criteria are met. Then cnfigure the fllwing ptins: 150 Ntificatin Name Select a previusly cnfigured ntificatin, r click New E- mail Ntificatin t create a new ntificatin prfile. Fr details n creating an e- mail ntificatin prfile, see the User Ntificatin Settings sectin in the DcAve 6 Cntrl Panel Reference Guide. Threshlds Specify the triggers fr the ntificatin. Yu may chse t use ne r bth f these threshlds: Check the Netwrk Latency: Mre than ms checkbx t activate this threshld, and then enter a psitive integer int the text bx. Check the Average Thrughput: Mre than kbps checkbx t activate this threshld, and then enter a psitive integer int the text bx. Interval Specify the frequency f ntificatins. Enter a psitive integer int the Every text bx, then select by Hur(s), Day(s), Week(s), Mnth(s) r Year(s) frm the drp-dwn menu. Perfrmance Mnitring Perfrmance Mnitring displays the CPU and Memry Usage f the DcAve Manager hst. Generating Perfrmance Mnitring Reprts T cnfigure the basic settings fr the Perfrmance Mnitring reprt, in the DcAve Reprts tab f Reprt Center, click Perfrmance Mnitring n the ribbn. Yu can cnfigure the fllwing settings in the Scpe pane: 1. Reprt Prfile Name Select a previusly cnfigured prfile frm the drp-dwn menu r create a new prfile by entering a new name in the Reprt Prfile text bx. Click the new buttn ( ) t clear all fields, click the save buttn ( ) t save changes t the current reprt prfile, r click the save as buttn ( ) t save any changes under a new prfile name. 2. Scpe Select the Hst yu want t have the reprt generated n. 3. Ntificatin Check the Usage alert checkbx if yu want t have ntificatins sent ut when the desired criteria are met. Then cnfigure the fllwing ptins: Ntificatin Name Select a previusly cnfigured ntificatin, r click New E- mail Ntificatin t create a new ntificatin rule. Fr details n creating an e- mail ntificatin rule, see the User Ntificatin Settings sectin in the DcAve 6 Cntrl Panel Reference Guide. Threshlds Specify the triggers fr the ntificatin. Yu may chse t use ne r bth f these threshlds: DcAve 6: Reprt Center

151 Check the CPU checkbx t activate this threshld, and then enter the values fr % lasts fr mre than minute(s). Check the Memry checkbx t activate this threshld, and then enter the values fr % lasts fr mre than minutes. *Nte: By default the CPU and memry are checked twice each minute. If these numbers exceed the threshlds set here, an ntificatin will be sent. Interval Specify the frequency f ntificatins. Enter a psitive integer int the Every text bx, then select by Minute(s) r Hur(s) frm the drp-dwn menu. Click Shw Reprt t generate the reprt in the Reprt Display pane n the right. Viewing Perfrmance Mnitring Reprts Once yu have generated a reprt, the Reprt Display pane has a number f cnfigurable settings s that yu can custmize hw t display the reprts, the fllwing settings can be cnfigured in the Reprt Display pane: Time Interval Time interval the reprt is displayed in. CPU/Memry Display CPU data, memry data, r bth. Scpe Change the scpe fr the data shwn in the reprt. Details Perfrmance per hst machine. Filter selectin Filter the data displayed. Disk Space Mnitring A Disk Space Mnitring reprt displays the space usage f DcAve lgical devices. It can nly shw the space usage f Net Share devices used in the selected lgical devices. Generating Disk Space Mnitring Reprts T cnfigure the basic settings fr the Disk Space Mnitring reprt, in the DcAve Reprts tab f Reprt Center, click Disk Space Mnitring n the ribbn. Yu can cnfigure the fllwing settings in the Scpe pane: 1. Reprt Prfile Name Select a previusly cnfigured prfile frm the drp-dwn menu r create a new prfile by entering a new name in the Reprt Prfile text bx. Click the new buttn ( ) t clear all fields, click the save buttn ( ) t save changes t the current reprt prfile, r click the save as buttn ( ) t save any changes under a new prfile name. 2. Scpe Select the Lgical Device yu want t have the reprt generated n. 3. Enable Cllectr Cllect data fr the reprt. By default, this feature cllects the infrmatin at midnight everyday (accrding t yur Reprt Service s time zne). Click Data Cllectin t jump t the Data Cllectin page. By default, the cllectr schedule is enabled. T disable the DcAve 6: Reprt Center 151

152 cllectr schedule, uncheck the Enable Cllectr checkbx. The status f the cllectr will change t Disabled, and DcAve will nt cllect the infrmatin accrding t the schedule. Fr mre infrmatin abut Cllectr, refer t the Data Cllectin sectin f this guide. 4. Ntificatin In the ntificatin cnfiguratin area, yu can set up tw types f ntificatins fr this reprt. Yu can cnfigure bth f the Usage Alert Settings and Predictin Settings, r ne f them. Check the Usage alert checkbx if yu want t have sent ut when the specified threshlds are met, and then the Usage Alert Settings area becmes active. Check the Predictin checkbx if yu want t have sent ut when the predictin value is met, and then the Predictin Settings area becmes active. Cnfigure the fllwing settings: Ntificatin Name The tw types f the ntificatin use the same ntificatin prfile t send the . Select a previusly cnfigured ntificatin prfile, r click New Ntificatin t create a new ntificatin prfile. Fr details n creating an ntificatin prfile, see the User Ntificatin Settings sectin in the DcAve 6 Cntrl Panel Reference Guide. Usage Alert Settings Specify the triggers f the strage the time interval and, when the strage size exceeds the values yu set up, the will be sent ut. Cnfigure the settings fr the Usage Alert ntificatin. Threshlds Specify the usage alert triggers fr this ntificatin. Enter the values fr Mre than % usage. *Nte: By default, threshlds are checked depending n the interval yu have cnfigured. If these numbers exceed the threshlds set here, an ntificatin will be sent. Interval Specify the time interval fr sending the . Enter an integer int the Every textbx, and then select the Hur(s)/Day(s)/Week(s)/Mnth(s)/Year(s) frm the drp-dwn menu. Predictin Settings Check this checkbx t enable ntificatins triggered by predictin values, then cnfigure the fllwing settings: Time Range Enter a psitive integer int the In the upcming text bx, and select Day(s) r Week(s) frm the drp-dwn menu. Threshlds Enter the value fr Mre than % usage. Interval Specify the frequency f ntificatins. Enter a psitive integer int the Every text bx, then select by Hur(s), Day(s), Week(s), Mnth(s) r Year(s) frm the drp-dwn menu. Click Cllect Nw t cllect the data immediately. Click Shw Reprt t generate the reprt in the Reprt Display pane n the right. Viewing Disk Space Mnitring Reprts Once yu have generated a reprt, the Reprt Display pane has a number f cnfigurable settings s that yu can custmize hw t display the reprts, the fllwing settings can be cnfigured in the Reprt Display pane: 152 DcAve 6: Reprt Center

153 X-Axis Set the parameter fr the X-Axis. Range Time frame parameter fr the reprt. Frequency Time interval the reprt is displayed in. Type Set reprt type. Custm Custmize the date range, frequency, and type in a calendar. Scpe Change the scpe fr the data shwn in the reprt. Data Data grup t display. Usage Usage per frequency. Predictin Predicted trends based n current trends. Status Current data types brken dwn. Details Usage per device data. Jb Perfrmance Mnitring Jb Perfrmance Mnitring displays the jb perfrmance f granular and platfrm level backups and restres. Click Jb Perfrmance Mnitring. The Jb Perfrmance Mnitring reprt will be displayed in the windw. Select the jb type yu want t mnitr at the tp right crner f the windw. Yu can view the detailed infrmatin abut the jb in the Details tab. Viewing the Jb Perfrmance Mnitring Reprt Once yu have generated a reprt, the Reprt Display pane has a number f cnfigurable settings s that yu can custmize hw t display the reprts, the fllwing settings can be cnfigured in the Reprt Display pane: Range Time frame parameter fr the reprt. Custm Custmize the date range in a calendar. Filter selectin Filter the data displayed. Jb Perfrmance Mnitring Jb perfrmance f all f the Platfrm Backup/Platfrm Restre/Granular Backup/ Granular Restre jbs within the selected time range. Details Jb perfrmance data per jb. DcAve Auditr DcAve Auditr mnitrs the activities f each mdule acrss the DcAve system, such as creating a plan, deleting a prfile, installing r uninstalling the Agents, and s n. Fr a table f the actins that are DcAve 6: Reprt Center 153

154 audited by DcAve Auditr acrss the DcAve system, refer t Appendix B: DcAve Mdule Actins Audited by DcAve Auditr. T access DcAve Auditr, in the DcAve Reprts tab f Reprt Center, click DcAve Auditr n the ribbn. Viewing the DcAve Auditr Reprt Once yu have generated a reprt, the Reprt Display pane has a number f cnfigurable settings s that yu can custmize hw t display the reprts, the fllwing settings can be cnfigured in the Reprt Display pane: Range Time frame parameter fr the reprt. Frequency Time interval the reprt is displayed in. Type Time interval the reprt is displayed in. Custm Custmize the date range, frequency, and type in a calendar. Y-Axis Set the parameter fr the Y-axis. DcAve Auditr Activities by time per frequency. Details Activities per user with mdular data. 154 DcAve 6: Reprt Center

155 Mnitring User Activities in SharePint via Usage Pattern Alerting Usage Pattern Alerting supprts the ability t establish a limitatin fr certain user activities that have ccurred in SharePint envirnments. By applying the Usage Pattern Alerting plans including precnfigured rule prfiles and custm actin prfiles t specific SharePint ndes, Usage Pattern Alerting keeps mnitring the crrespnding user activities within yur SharePint envirnment. It can identify and generate a reprt f the user activities that trigger the threshlds cnfigured in rule prfiles. It als supprts either autmatically handling the identified user activities. Usage Pattern Alerting ensures that all f the user activities t yur SharePint envirnment remain within yur rganizatin s defined gvernance plicy and under cntrl. Refer t the tpics belw fr infrmatin related t Usage Pattern Alerting. T access Usage Pattern Alerting, click Usage Pattern Alerting n the Reprt Center welcme page. T mnitr user activities within yur SharePint envirnment using Usage Pattern Alerting, first review Types f Usage Pattern Alerting Rules and then fllw the prcedures belw: 1. Cnfiguring Rule Prfiles 2. Cnfiguring Custm Actin Prfiles 3. Cnfiguring Usage Pattern Alerting Plans 4. Viewing Usage Pattern Alerting Reprt Types f Usage Pattern Alerting Rules The fllwing types f rules are available in Usage Pattern Alerting: 1. Activity Measured by Audit Events Mnitrs hw many times a user perfrms selected activities n SharePint bjects at user-defined levels within a user-defined time range. The user activities mnitred by this rule type are defined by SharePint audit events. 2. Objects Affected by Audit Events Mnitrs the number f SharePint bjects n which a user perfrm selected activities at user-defined levels within a user-defined time range. The user activities mnitred by this rule type are defined by SharePint audit events. 3. Dwnlad and Uplad Mnitrs the frequency at which a user dwnlads items frm r uplads items t SharePint, the ttal size f thse dwnladed r upladed items, and the number f dwnladed items within a user-defined time range. Cnfiguring Rule Prfiles In Rule Prfile, yu can cnfigure rule prfiles t include rules as user activity threshlds. The rules in a prfile can be applied in bulk by ne r mre Usage Pattern Alerting plans t identify user activities that DcAve 6: Reprt Center 155

156 trigger the pre-cnfigured threshlds. T access the Rule Prfile interface, click Usage Pattern Alerting n the Reprt Center welcme page and click Rule Prfile in the Usage Pattern Alerting interface. Refer t the sectins fr instructins n creating and managing rule prfiles. Creating a Rule Prfile T create a rule prfile, cmplete the steps belw: 1. Click Create n the ribbn. The Create a New Rule Prfile interface appears. 2. In the Name sectin, enter a name and an ptinal descriptin fr the prfile yu want t create int the Name and Descriptin text bxes. 3. Cnfigure the rules yu want t add int this rule prfile. Fr detailed instructins n cnfiguring Usage Pattern Alerting rules, refer t Creating r Editing Usage Pattern Alerting Rules. 4. Click Save t save the cnfiguratins and create the rule prfile r click Cancel t return t the Rule Prfile interface withut saving the cnfiguratins. Creating r Editing Usage Pattern Alerting Rules T create r edit Usage Pattern Alerting rules in the Create a New Rule Prfile r Edit Rule Prfile interface, cmplete the fllwing steps: 1. Select the type f the rule yu want t add frm the drp-dwn list next t the Add a Rule link and then click the Add a Rule link. A new rule f the selected type is added int the table abve. 2. Cnfigure the settings f the rule by cmpleting the fllwing fields: Rule Select the user activity and metric type f the rule. With the Activity Measured by Audit Events type selected, tw drp-dwn lists are available in the Rule field. Select the user activity yu want t mnitr by this rule frm the first drp-dwn list and the SharePint bject levels at which yu want t mnitr the selected user activities frm the secnd drp-dwn list. Fr detailed infrmatin n the SharePint audit events represented by each user activity ptin and the available SharePint bject level ptins fr each user activity ptin, refer t Appendix F: Supprted SharePint Audit Events and Object Levels f Usage Pattern Alerting Rules. With the Objects Affected by Audit Events type selected, a drp-dwn list is available in the Rule field. Select the user activity the number f SharePint bjects affected by which yu want t mnitr by this rule frm the drp-dwn list. Fr detailed infrmatin n the SharePint audit events represented by each user activity ptin, refer t Appendix F: Supprted SharePint Audit Events and Object Levels f Usage Pattern Alerting Rules. With the Dwnlad and Uplad type selected, tw drp-dwn lists are available in the Rule field. 156 DcAve 6: Reprt Center

157 Frm the first drp-dwn list, select Dwnlad r Uplad as the type f activity yu want t mnitr. Frm the secnd drp-dwn list, select the metric type fr selected activity frm Size, Times, and Items (fr the Dwnlad type nly). Value Cnfigure the threshld fr the rule yu are abut t add. With the Activity Measured by Audit Events type selected, cnfigure the threshld by entering an activity cunt integer int the >= _ times text bx and then specifying a time range. If a user perfrms the crrespnding activity the number f times entered here within the specified time range, this rule will be triggered. With the Objects Affected by Audit Events type selected, cnfigure the threshld by entering an bject cunt integer int the text bx next t >=, selecting an bject level, and specifying a time range. If a user perfrms the crrespnding activity n the entered number f bjects within the specified time range, this rule will be triggered. *Nte: The SharePint bject level ptins available in the Value filed depend n the user activity ptin selected in the Rule field. Fr detailed infrmatin n the available SharePint bject level ptins fr each user activity ptin, refer t Appendix F: Supprted SharePint Audit Events and Object Levels f Usage Pattern Alerting Rules. With the Dwnlad and Uplad type selected, cnfigure the threshld by specifying the maximum ttal size, activity cunt, item cunt (fr the Dwnlad type nly), and a time range. If a user dwnlads r uplads items f the specified size, dwnlad items f the specified number, r fr the specified times, this rule will be triggered. 3. T add mre rules, repeat the previus step. *Nte: The lgical relatinship between the rules are Or. In the Basic Filter Cnditin sectin, yu can view the lgical relatinship f the rules. 4. After cnfiguring ne rule, click Add a Rule t add anther rule r delete a previusly added rule by selecting the checkbx f the rule and clicking the Remve ( ) buttn. Managing Rule Prfiles In the Rule Prfile interface, all f the previusly created rule prfiles are displayed. Yu can perfrm the fllwing peratins t manage the rule prfiles: View T view the detailed cnfiguratin f a rule prfile, select the crrespnding checkbx f the desired rule prfile and then click View n the ribbn t access the View Details f Rule Prfile interface. If yu want t make any changes t the rule prfile, click Edit n the ribbn t access the Edit Rule Prfile interface. DcAve 6: Reprt Center 157

158 Edit T edit a previusly created rule prfile, select the crrespnding checkbx f the desired rule prfile, and then click Edit n the ribbn t access the Edit Rule Prfile Interface. Delete T delete the rule prfiles yu n lnger need, select the crrespnding checkbxes f the rule prfiles and click Delete n the ribbn. A cnfirmatin windw pps up. Click OK t delete the selected rule prfiles, r click Cancel t return t the Rule Prfile interface withut deleting the selected rule prfiles. Cnfiguring Custm Actin Prfiles In Custm Actin Prfile, yu can cnfigure custm actin prfiles t cntain the custm actins that will be taken immediately t handle behavir defined by the rules in Usage Pattern Alerting plans. T access Custm Actin Prfile, click Usage Pattern Alerting n the Reprt Center welcme page and click Custm Actin Prfile in the Usage Pattern Alerting interface. Refer t the sectins fr instructins n creating and managing custm actin prfiles. Creating a Custm Actin Prfile T create a custm actin prfile, cmplete the steps belw: 1. Click Create n the ribbn. The Create a New Custm Actin Prfile appears. 2. In the Name sectin, enter a name and an ptinal descriptin fr the prfile yu want t create int the Name and Descriptin text bxes. 3. In the Actins t Take sectin, select and cnfigure the actins yu want DcAve t take immediately after user activities are identified by the Usage Pattern Alerting plans where this custm actin prfile is applied. Send ntificatins f the identified suspicius user activities T send ntificatins f the identified user activities t desired users, select this checkbx. The Recipients text bx, Include the site cllectin administratrs, and Include the usernames f thse wh triggered the rules checkbxes appear belw. 158 In the Recipients text bx, specify the recipient wh will receive the ntificatins by selecting a previusly created ntificatin prfile r clicking New Ntificatin t create a new ne. Include the site cllectin administratrs Select this ptin t deliver the e- mail ntificatins f the identified user activities t the site cllectin administratrs f the site cllectins where the activities are identified. Include the usernames f thse wh triggered the rules Select this ptin t ntify the users wh trigger the rules in the Usage Pattern Alerting plans where this custm actin prfile is applied. Run a.exe file This ptin allws yu t run a.exe applicatin file autmatically t handle the identified user activities immediately after the activities are identified by the Usage Pattern Alerting plan where this custm actin prfile is applied. Select this DcAve 6: Reprt Center

159 ptin and click the Brwse buttn t uplad a desired.exe file. Fr details n hw the upladed.exe file is autmatically run, and hw t cnfigure a.exe file, refer t Cnfiguring a.exe File r PwerShell Script Used in Custm Actin Prfile. Run a PwerShell script This ptin allws yu t run a PwerShell script autmatically t handle the user activities immediately after the activities are identified by the Usage Pattern Alerting plan where this custm actin prfile is applied. Select this ptin and click the Brwse buttn t uplad a desired.ps1 file. Fr details n hw the upladed PwerShell script is autmatically run, and hw t cnfigure a PwerShell script, refer t Cnfiguring a.exe File r PwerShell Script Used in Custm Actin Prfile. 2. Click Save t save the cnfiguratins and create the custm actin prfile, r click Cancel t return t the Custm Actin Prfile interface withut saving the cnfiguratins. Cnfiguring a.exe File r PwerShell Script Used in Custm Actin Prfile While cnfiguring a Usage Pattern Alerting custm actin prfile, yu can use the Run.exe file r Run a PwerShell script ptin t uplad a.exe file r a PwerShell script t handle the user activities identified by the rules in the Usage Pattern Alerting plan where this custm actin prfile is applied. In the.exe file r PwerShell script, yu can cnfigure the custm actins used fr prcessing the DcAve 6: Reprt Center 159

160 identified user activities. Every time when a rule in the Usage Pattern Alerting plan is triggered, the custm actins cnfigured in the upladed.exe file r PwerShell script will be executed immediately. Reprt Center prvides the fllwing parameters that can be used in the a.exe file r a PwerShell script fr cnfiguring custm actins t prcess the user activities identified by each triggered Usage Pattern Alerting rule. *Nte: T use the fllwing parameters in a PwerShell script, yu can declare the parameters t be used via a parameter blck as belw at the beginning f the PwerShell script. param ( $RulePrfileName,$RuleType,$Limit,$TimeRange,$TimeUnit,$ObjectLevel,$EventType,$Userna me,$starttime, $EndTime,$UserDisplayName,$SiteIds ) Parameter Rule Type Activity Measured by Audit Events Objects Affected by Audit Events Dwnlad and Uplad Descriptin Username UserDisplayName RulePrfileName RuleType The lgin name f the user wh triggered the Usage Pattern Alerting rule. The display name f the user wh triggered the Usage Pattern Alerting rule. The name f Usage Pattern Alerting rule prfile that cntains the triggered rule. The type f triggered rule. The value f this parameter can be: Activity Measured by Audit Events, Audit Affected Item Cunt, Dwnlad, r Uplad. 160 DcAve 6: Reprt Center

161 Parameter Rule Type Activity Measured by Audit Events Objects Affected by Audit Events Dwnlad and Uplad Descriptin Limit MetricType SizeUnit TimeRange TimeUnit The number cntained in the threshld f the triggered rule. The metric f the triggered Dwnlad and Uplad rule. The value f this parameter can be Items, Times, r Size. The size unit f the threshld fr the triggered Dwnlad and Uplad rule whse metric type is Size. The value f this parameter can be MB r GB. The number cntained in the time range f the triggered rule. Fr example, if the time range f the triggered rule is 30 minutes, the value f this parameter is 30. The time unit f the triggered rule's time range. The value f this parameter can be minute r hur. ObjectLevel The SharePint bject levels selected in the triggered rule f the Activity Measured by Audit Events r Objects Affected by Audit Events type. The value f this parameter can cntain the fllwing levels: Item, DcAve 6: Reprt Center 161

162 Parameter Rule Type Activity Measured by Audit Events Objects Affected by Audit Events Dwnlad and Uplad Descriptin Dcument, Flder, List, Site, and Site Cllectin. EventType The user activity mnitred by the triggered rule f the Activity Measured by Audit Events r Objects Affected by Audit Events type. The value f this parameter can be ne f the fllwing user activities: View, Delete, Restre, Update, Search, Check In, Check Out, Change Prfile Settings, Change Schema Settings, Change Grup Settings, Change Permissins, and Change Inheritance Settings. BreakRuleValue StartTime EndTime SiteIds The number f activities that the user has perfrmed t trigger the rule within the scanned time range. The start time f the scanned time range when the user activities are identified. The end time f the scanned time range when the user activities are identified. The IDs f site cllectins where the rule is triggered. 162 DcAve 6: Reprt Center

163 Managing Custm Actin Prfiles In the Custm Actin Prfile interface, all f the previusly created custm actin prfiles are displayed. Yu can perfrm the fllwing peratins t manage the custm actin prfiles: View T view the detailed cnfiguratin f a custm actin prfile, select the crrespnding checkbx f the desired custm actin prfile and then click View n the ribbn t access the View Details f Custm Actin Prfile interface. If yu want t make any changes t the rule prfile, click Edit n the ribbn t access the Edit Custm Actin Prfile interface. Edit T edit a previusly created custm actin prfile, select the crrespnding checkbx f the desired custm actin prfile, and then click Edit n the ribbn t access the Edit Custm Actin Prfile Interface. Delete T delete the custm actin prfiles yu n lnger need, select the crrespnding checkbxes f the custm actin prfiles and click Delete n the ribbn. A cnfirmatin windw pps up. Click OK t delete the selected custm actin prfiles, r click Cancel t return t the Custm Actin Prfile interface withut deleting the selected custm actin prfiles. Cnfiguring Usage Pattern Alerting Plans Usage Pattern Alerting plans integrate the cnfigured rule prfiles and custm actin prfiles that are used t mnitr user activities within yur SharePint envirnment. When a Usage Pattern Alerting plan cntaining a rule prfile and custm actin prfile is enabled in a SharePint scpe, the Usage Pattern Alerting rules in the rule prfile will mnitr the crrespnding user activities accrding t the cnfigured threshlds and the custm actin prfile will autmatically handle the user activities identified by the rules. In Plan Manager f Usage Pattern Alerting, yu can create new Usage Pattern Alerting plans and manage previusly created Usage Pattern Alerting plans. T access Plan Manager, click Usage Pattern Alerting n the Reprt Center welcme page, and click Plan Manager in the Usage Pattern Alerting interface. Refer t the sectins fr instructins n creating and managing Usage Pattern Alerting plans. Creating a Usage Pattern Alerting Plan T create a Usage Pattern Alerting plan, cmplete the fllwing steps: 1. Navigate t Reprt Center > Usage Pattern Alerting > Plan Manager. The Plan Manager interface appears. 2. Click Create n the ribbn. The Create Plan interface appears. 3. In the left pane, select the desired scpe fr this plan by clicking n bject names t expand the data tree r entering a URL r bject name in the search text bx abve the tree. T narrw DcAve 6: Reprt Center 163

164 dwn the search criteria and display fewer ndes under a particular farm/web applicatin level nde, r a Sites nde, n the tree, right-click the nde and select Advanced Search t access the Advanced Search interface. Fr detailed instructins n using the Advanced Search feature, refer t Searching Ndes Using the Advanced Search Feature. 4. What wuld yu like t name this plan? Enter a name and an ptinal descriptin fr the plan yu are abut t create. 5. Wuld yu like t filter bjects within the selected scpe? T filter SharePint bjects yu wuld like t include in this plan within the selected scpe, select a scpe filter frm the drpdwn list. T create a new scpe filter, click New Scpe Filter. Fr details n creating a scpe filter, refer t Cnfiguring a Scpe Filter. 6. Whse activity wuld yu like t mnitr? Specify the users whse activities yu want t include in, r exclude frm, the mnitring via this plan. Include All Users By default this ptin is selected. The activities f all users can be mnitred. Users t Include T specify the users whse activities yu want t mnitr individually, select this ptin and enter the usernames f the desired users. Click the check names ( ) buttn t check the name yu entered, r click the brwse ( ) buttn t find the users yu want t include. Users t Exclude T specify the users whse activities yu d nt want t mnitr individually, select this ptin and enter the usernames f the desired users. Click the check names ( ) buttn t check the name yu entered, r click the brwse ( ) buttn t find the users yu want t exclude. Include Annymus Users T mnitr the activities f annymus users, select this ptin. 7. What rules wuld yu like t include in this plan? Select a rule prfile fr this plan. A rule prfile cntains the rules that yu want t apply in bulk t mnitr user activities within the selected scpe. T create a new rule prfile, click New Rule Prfile. Fr details n creating a rule prfile, refer t Creating a Rule Prfile. 8. Hw frequently wuld yu like t scan the selected scpe based n the rules in the Rule Prfile? Select the interval fr scanning user activities within the selected scpe based n the rule prfile selected abve. There are three available scan intervals in the drp-dwn list: 15 Minutes, 30 Minutes, and 1 Hur. 9. Wuld yu like t exclude bjects frm mnitring f the rules in this plan by URL? T exclude sme bjects frm the mnitring f this plan, enter the keywrds cntained in the relative URLs f the desired bjects int the text bx. T enter multiple keywrds, separate them with semiclns. 10. What custm actins wuld yu like t include in this plan? Select a previusly created custm actin prfile fr this plan. A custm actin prfile cntains the actins that will be taken immediately t handle the user activities that trigger the rules f this plan. T create a new custm actin prfile, click New Custm Actin Prfile. Fr details n creating a custm actin prfile, refer t Creating a Custm Actin Prfile. 164 DcAve 6: Reprt Center

165 11. Click Save and chse frm the fllwing tw ptins in the drp-dwn list t create this plan, r click Cancel t leave this page withut saving any f yur changes. Click Save t create the plan. The created plan will be displayed in the Prfile Manager interface with the Disabled status. Yu can enable this plan in the Plan Manager interface. Fr details n enabling a Usage Pattern Alerting plan, refer t Managing Usage Pattern Alerting Plans. Click Save and Enable t save and enable the plan immediately. After a Usage Pattern Alerting plan is enabled, Reprt Center starts mnitring the user activities within the selected scpe based n the rules and settings cnfigured in the plan. Managing Usage Pattern Alerting Plans In the Plan Manager interface, all f the previusly created Usage Patter Alerting plans are displayed. In the viewing pane f this interface, yu can view the Plan Name, Descriptin, Scpe Filter, Rule Prfile, Custm Actin Prfile, Last Mdified Time, and Status f each previusly created Usage Pattern Alerting plan. *Nte: Reprt Center nly mnitrs user activities accrding t the Enabled Usage Pattern Alerting plans. In Prfile Manager, yu can perfrm the fllwing peratins t manage the Usage Patter Alerting plans: View T view the detailed settings f a plan, select a plan, and then click View Details n the ribbn t access the View Details interface. Yu can click Edit Plan n the ribbn t make changes t the plan. When yu are finished reviewing the plan, click Clse t return t the Plan Manager interface. Edit T edit the settings f a plan, select the plan and then click Edit n the ribbn t access the Edit Plan page. Here yu can make changes t the scpe and settings f the selected plan. Then, chse frm the fllwing ptins: Click Save and then make a selectin frm the drp-dwn list: Click Save t save the plan. Click Save and Enable t save and enable the plan. Click Cancel t clse the Edit Plan page withut saving any changes. Delete T delete the plans yu n lnger need, select the crrespnding checkbxes f the plans and click Delete n the ribbn. A cnfirmatin windw pps up. Click OK t delete the selected plans, r click Cancel t return t the Plan Manager interface withut deleting the plans. Enable T enable a disabled plan, select the desired plan, and click Enable n the ribbn. After the selected plan is enabled, the Status f this plan becmes Enabled and Reprt Center starts mnitring user activities based n the settings in this plan. DcAve 6: Reprt Center 165

166 Disable T disable an enabled plan, select the desired plan, and click Disable n the ribbn. After the selected plan is disabled, the Status f this plan becmes Disabled and Reprt Center will stp mnitring user activities based n the settings in this plan. Viewing Usage Pattern Alerting Reprts After Reprt Center identities user activities that trigger the threshlds f pre-defined rules accrding t the settings in Usage Pattern Alerting plans, yu can view the fllwing reprts n the triggered rules in Usage Pattern Alerting Reprt: Activity Reprt View a reprt f detailed infrmatin f the activities identified by the rules in the Usage Pattern Alerting plans. Analysis Reprt View an analysis reprt n hw many times the Usage Pattern Alerting rules were triggered and the distributin f triggered times f each rule based n the crrespnding data metric used in rule threshld. Fllw the instructins belw t view reprts in Usage Pattern Alerting Reprt. 1. T access the Usage Pattern Alerting Reprt interface, click Usage Pattern Alerting n the Reprt Center welcme page, and click Usage Pattern Alerting Reprt in the Usage Pattern Alerting interface. 2. Click Activity Reprt r Analysis Reprt n the ribbn accrding t the reprt yu want t view. If yu select Activity Reprt, the viewing pane f the reprt displays the recrds f the triggered rules that were scanned within the current mnth, including the rule prfile that cntains the triggered rule, type and detailed cnfiguratin infrmatin f the triggered rule, the user wh triggered the rule, the scanned time f the triggered rule, and detailed infrmatin n the user activities that triggered the rule. Yu can perfrm the fllwing peratins in the Activity Reprt: Set Filter T limit r expand the recrds f the activities that triggered Usage Pattern Alerting rules displayed in the viewing pane, use Set Filter. Exprt Details By clicking the Exprt Details link in the Actin clumn f a recrd, the Exprt t Datasheet windw appears. Yu can exprt the detailed infrmatin f all user activities that triggered this rule assciated with this recrd t a datasheet. Fr detailed instructins in the peratins in the Exprt t Datasheet windw, see Exprting t a Datasheet. If yu select Analysis Reprt, the viewing pane f the reprt displays the recrds f the rules that were triggered within the current mnth in the Triggered Times f Rules pane, including the rule prfile that cntains the triggered rule, type and detailed cnfiguratin infrmatin f the triggered rule, and the number f times that the rule was triggered during the current mnth. 166 DcAve 6: Reprt Center

167 Yu can perfrm the fllwing peratins in the Analysis Reprt: Set Filter - T limit r expand the recrds f triggered rules displayed in the viewing pane, use Set Filter. Distributin f Triggered Times - Select a rule s recrd in the Triggered Times f Rules pane, the Distributin f Triggered Times pane will display a clumn chart fr the distributin f triggered times f the selected rule, with X-axis displaying the values f actual activities that triggered the rule and Y-axis displaying the numbers f the times that the rules were triggered. Trigger Times Click the link in the Trigger Times clumn f a rule in the Triggered Times f Rules pane, the Activity Reprt page fr the crrespnding rule appears, displaying detailed infrmatin f each activity that triggered the rule the time range selected in Set Filter. 3. Yu can perfrm the fllwing peratins in the Usage Pattern Alerting Reprt interface: Set Filter Cnfigure the settings in the Set Filter area t limit r expand the recrds f user activities that triggered rules displayed in the Activity Reprt r trigged rules displayed in the Analysis Reprt. The default filter rule includes all f the user activities/triggered rules that were recrded within the current mnth. Fr detailed instructins n using Set Filter, see Setting Filter fr Usage Pattern Alerting Reprt. Exprt Nw T exprt the Activity Reprt r Analysis Reprt t a datasheet, cmplete the fllwing steps: i. Click Exprt Nw > Exprt t Datasheet n the ribbn. The Exprt Datasheet windw appears. ii. Cnfigure the fllwing settings: Reprt Frmat Select the desired reprt frmat frm the drp-dwn menu. Triggered Rule Prfiles Filter the recrds related t the triggered rules by selecting rule prfiles that cntain the triggered rules frm drpdwn list. Triggered Rule Types Filter the recrds related t the triggered rules by selecting rule types frm the drp-dwn list. Date/Time Range Filter the recrds related t the triggered rules by selecting the scanned date/time range that the rules were triggered in the Scanned within field. Exprt Settings Chse whether t exprt the reprt nw. Check the Exprt t lcal immediately checkbx and click OK t exprt the reprt immediately, r check the Exprt t a different lcatin checkbx, and then cnfigure the fllwing settings: DcAve 6: Reprt Center Exprt Lcatin Select ne previusly cnfigured exprt lcatin frm the drp-dwn menu, r if yu want t cnfigure a new exprt lcatin, click New Exprt Lcatin, then fllw 167

168 the instructins prvided in the Exprt Lcatin sectin f this guide. Ntificatin Check the Send Ntificatin checkbx and select the Recipient f this ntificatin. Yu can select a previusly cnfigured ntificatin prfile and click View t access detailed infrmatin, r click New Ntificatin t create a new ntificatin prfile. Fr details n creating an e- mail ntificatin prfile, see the User Ntificatin Settings sectin in the DcAve 6 Cntrl Panel Reference Guide. Yu can chse t have the reprt included in the as an attachment by checking the Attach reprt t the when the size f the reprt is less than checkbx, and then enter the maximum size f the reprt allwed in the less than MB text bx. iii. Click OK t save the cnfiguratins and t exprt the reprt. Click Cancel t g back t the Usage Pattern Alerting interface withut exprting the reprt. Setting Filter fr Usage Pattern Alerting Reprt T set the filter criteria t extend r limit the recrds assciated with the triggered rules displayed in the Activity Reprt r Analysis Reprt within the Usage Pattern Alerting Reprt interface via the Set Filter feature, cmplete the fllwing steps: 1. Click Set Filter abve the viewing pane t access the Set Filter windw. 2. Filter by Rule Prfile Filter the recrds by rule prfile names r rule types. Triggered Rule Prfiles Filter the recrds f triggered rules by rule prfiles. Select the rule prfiles whse triggered rules yu want view frm the drp-dwn list, r select All Rule Prfiles t view the recrds f triggered rules f all rule prfiles. Triggered Rule Types Filter the recrds f triggered rules by rule types. Select the types f which the trigged rules yu want t view frm the drp-dwn list, r select All Types t view the recrds f triggered rules f all types. 3. Filter by Time Range Filter the recrds by the scanned time f the triggered rule. Specify a time range fr the scanned time using either f the fllwing methds: Scanned within Expand the Scanned within drp-dwn list, and select a time range frm the fllwing ptins: This Mnth, Last Mnth, Last 2 Mnths, This Week, Last Week, Last 2 Weeks, Tday, and Yesterday. Custmize Time Range T custmize a time range, expand the Scanned within drpdwn list, select Custmize Time Range, and then select a time range using the calendar belw. 4. Click Filter t apply the cnfigured filter criteria. All recrds that meet the criteria are listed in the viewing pane. T reset all filter criteria, click Reset.T return t the viewing pane withut applying the filter criteria, click Cancel. 168 DcAve 6: Reprt Center

169 DcAve Reprt Center Features in SharePint By deplying slutins n SharePint farms, Reprt Center adds the Dcument Auditing and Usage Activity Web Parts site cllectin features in SharePint. The sectin bellw ffer details instructins n deplying and using these tw features. Dcument Auditing Feature Reprt Center prvides users a slutin named SP2010DcumentAuditing.wsp fr SharePint 2010 and SP2013DcumentAuditing.wsp fr SharePint 2013 t view the audit histry f all dcuments within the specific site cllectin in SharePint. Deplying Dcument Auditing Slutin T use the Dcument Auditing feature in DcAve, yu must first deply the SP2010DcumentAuditing.wsp r SP2013DcumentAuditing.wsp slutin t yur SharePint farm. Once yu have installed and deplyed the slutin, the Dcument Auditing Settings will be listed in the Site Cllectin Administratin List. *Nte: T deply this slutin, each Web frnt-end server must have DcAve Agent installed. T deply the Dcument Auditing Slutin t yur SharePint 2010 farm, cmplete the fllwing steps: 1. Navigate t: DcAve > Cntrl Panel > Slutin Manager. 2. Select the target farm frm the Farm drp-dwn list. 3. Check the SP2010DcumentAuditing.wsp checkbx. Click Install in the Actins grup n the ribbn. Once the slutin is installed n the SharePint farm, the fllwing message will appear in the Message clumn: Installed the slutin successfully. 4. Check the SP2010DcumentAuditing.wsp checkbx again, and click Deply in the Actins grup n the ribbn. After the slutin is deplyed successfully, the status f the slutin is shwn as Deplyed in the Status clumn. Fllw the same steps t deply the SP2013DcumentAuditing.wsp slutin t yur SharePint 2013 farm as SP2010DcumentAuditing.wsp. *Nte: If yu want t use the Dcument Auditing feature in a SharePint 2010 experience versin site cllectin in a SharePint 2013 farm, yu must deply bth the SP2010DcumentAuditing.wsp slutin and the SP2013DcumentAuditing.wsp slutin t yur SharePint 2013 farm. Refer t the Slutin Manager sectin f the DcAve 6 Cntrl Panel Reference Guide fr mre instructins n perating the slutins. Prceed t the next sectin fr infrmatin n activating the Dcument Auditing feature. DcAve 6: Reprt Center 169

170 Activating Dcument Auditing Feature Once the slutin is deplyed, the Dcument Auditing feature can be activated in SharePint site cllectins r thrugh the Manage Feature settings in DcAve Reprt Center. T activate the Dcument Auditing feature thrugh DcAve, refer t Managing the Dcument Auditing Feature. T activate the Dcument Auditing Feature in a SharePint site cllectin, cmplete the fllwing steps: 1. In SharePint, access the site cllectin fr which yu want t activate Dcument Auditing feature. In SharePint 2010, navigate t: Site Actins > Site Settings > Site Cllectin features. In SharePint 2013, navigate t: Settings icn ( ) > Site Settings > Site Cllectin features. 2. Click Activate next t the AvePint Dcument Auditing feature t enable the feature fr the selected site cllectin. 3. After activating the Dcument Auditing feature, the status f the feature reads Active in the Status clumn. *Nte: If yu have cnfigured the Advanced Settings n the Farm level in the Manage Feature functin f DcAve, yu must enter the activatin passwrd in the text bx t activate the Dcument Auditing feature. Dcument Auditing Settings T cnfigure the Dcument Auditing Settings t specify hw t display the auditing data fr the dcuments, cmplete the fllwing steps: 1. In the SharePint site cllectin where yu have activated the feature fr SharePint 2010, navigate t: Site Actins > Site Settings > Site Cllectin Administratin > Dcument Auditing Settings. Fr SharePint 2013, navigate t Settings icn ( ) > Site settings > Site Cllectin Administratin > Dcument Auditing Settings. 2. Cnfigure the fllwing settings n the Dcument Auditing Settings page: Time Range Display the data fr a specified length f time. Select frm the ptins f This Mnth, Last Mnth, Last 2 Mnths, This Week, Last Week, Last 2 Weeks, Tday, and Yesterday. Reprt Settings Set the number f the reprt recrds. The default number is 100; yu can custmize the number as yu want, but the number f the reprt cunt must be a psitive integer between 0 and User Filter Set the users whse activities yu want t view r d nt want t view: Include All Users By default this ptin is selected. The activities f all users can be viewed. Users t Include Enter the users whse activity yu want t view. Yu can click the check names buttn ( ) t check the name yu entered r click the brwse buttn ( ) t find the users yu want t include. 170 DcAve 6: Reprt Center

171 Users t Exclude Enter the users whse activity yu d nt wish t view. Yu can click the check names buttn ( ) t check the name yu entered r click the brwse buttn ( ) t find the users yu want t exclude. Actin Filter Check the Exclude view event checkbx t exclude the auditing data f View actin. 3. Click OK t save the Dcument Audit Settings, r click Cancel t g back withut saving any changes. Viewing Audit Histry T view the dcument audit histry, cmplete the fllwing steps: 1. Select the dcument with the audit histry yu want t view in the site cllectin where yu have activated the Dcument Auditing feature, and click the dwnward arrw t pen the drp-dwn menu. 2. Click View Audit Histry. The AvePint Dcument Auditing Feature page appears. It displays the dcument infrmatin and the auditing data accrding t the settings yu have cnfigured t the site cllectin where this dcument resides. 3. Click Generate Excel Wrkbk if yu want t exprt the XLSX frmat reprt. Usage Activity Web Parts Feature Reprt Center prvides a slutin named SP2013UsageActivityWebParts.wsp fr SharePint 2013 and SP2010UsageActivityWebParts.wsp fr SharePint 2010 t add Usage Activity Web Parts in SharePint sites. These Web parts display the reprts n scial activities and cntents and SharePint usage and behavir acrss a cnfigurable scpe. The Usage Activity Web Parts cntains six scial Web parts (Mst Active Cntributrs, Mst Ppular Cntributrs, Tp Dcuments, Tp Blg Psts, Tp Discussins, and Tp Wiki Pages) and a dashbard Web part Reprt Center Dashbard (including ten reprts: Summary, Active Users, Checked-Out Dcuments, Activity Ranking, Last Accessed Time, Site Traffic, Search Usage, Site Visitrs, Tp Dcuments by Scial Activity, and Cntent Type Usage). *Nte: The Mst Ppular Cntributrs Web Part des nt supprt SharePint Deplying Usage Activity Slutin T use the Usage Activity Web Part feature in SharePint, yu must first deply the SP2013UsageActivityWebParts.wsp t yur SharePint 2013 farm r SP2010UsageActivityWebParts.wsp t yur SharePint 2010 farm. Once yu have installed and deplyed the slutin, the AvePint Usage Activity Web Parts feature will be listed in the Site Cllectin Features List. The AvePint Usage Activity Web Parts feature wrks t create scial Web parts fr ranking ppular dcuments, discussins, blg psts, wiki pages, and cntent cntributrs, and DcAve 6: Reprt Center 171

172 a dashbard Web part that cntains multiple reprts fr analyzing SharePint usage and behavir within a cnfigurable SharePint scpe. *Nte: T deply this slutin, each Web frnt-end server must have a DcAve Agent installed. T deply the Usage Activity Slutin t yur SharePint 2013 farm, cmplete the fllwing steps: 1. Navigate t: DcAve > Cntrl Panel > Slutin Manager. 2. Select the target farm frm the Farm drp-dwn list. 3. Check the SP2013UsageActivityWebParts.wsp checkbx. Click Install in the Actins grup n the ribbn. Once the slutin is installed n the SharePint farm, the fllwing message will appear in the Message clumn: Installed the slutin successfully. 4. Check the SP2013UsageActivityWebParts.wsp checkbx again, and click Deply in the Actins grup n the ribbn. After the slutin is deplyed successfully, the status f the slutin is shwn as Deplyed in the Status clumn. Fllw the same steps t deply the SP2010UsageActivityWebParts.wsp slutin t yur SharePint 2010 farm as SP2013UsageActivityWebParts.wsp. *Nte: If yu want t use the Usage Activity Web Parts in a SharePint 2010 experience versin site cllectin in a SharePint 2013 farm, yu must deply bth the SP2010UsageActivityWebParts.wsp slutin and the SP2013UsageActivityWebParts.wsp slutin t yur SharePint 2013 farm. Refer t the Slutin Manager sectin f the DcAve 6 Cntrl Panel Reference Guide fr mre instructins n perating the slutins. Prceed t the next sectin fr mre infrmatin n activating the Usage Activity Web Parts feature. Activating the Usage Activity Web Parts Feature Once the slutin is deplyed, the Usage Activity Web Parts feature can be activated thrugh SharePint r thrugh the Manage Feature functin in DcAve. T activate the feature thrugh DcAve, refer t Managing the Usage Activity Web Parts Feature. T activate the Usage Activity Web Parts feature in a SharePint site cllectin, cmplete the fllwing steps: 1. In SharePint, access the site cllectin fr which yu want t activate Usage Activity Web Parts feature. In SharePint 2010, navigate t: Site Actins > Site Settings > Site Cllectin features. In SharePint 2013, navigate t: Settings Icn ( ) > Site Settings > Site Cllectin features. 2. Click Activate next t the AvePint Usage Activity Web Parts feature t enable the feature fr the selected site cllectin. 3. After activating the AvePint Usage Activity Web Parts feature, the status f the feature reads Active in the Status clumn. 172 DcAve 6: Reprt Center

173 Adding a New Usage Activity Web Part T add a new Usage Activity Web Part in SharePint, the feature must be active n the site cllectin. 1. In a SharePint site, brwse t the page where yu want t add the new Web part. 2. Click Edit n the ribbn f the Page tab. 3. Left-click in the sectin where yu want t add the Web part. The Web part will be added accrding t yur cursr s lcatin. 4. Click the INSERT tab, and then click Web Part n the ribbn. Select the Custm categry in the Categries list. *Nte: T see the Custm categry, yu must activate the Usage Activity Web Parts feature under Site Cllectins Features. 5. In the Parts list, select the Usage Activity Web Part yu want t add. 6. Click Add t add the Web part. The selected Web part will appear in the page. 7. Click Edit n the ribbn and then select Save (in SharePint 2013) r Save & Clse (in SharePint 2010) frm the drp-dwn menu t save the changes. Click Cancel t stp editing withut adding the Web part. Editing Web Part Prperties Once a Usage Activity Web Part has been added t the site, yu can cnfigure the prperties specific t the scial Web parts and dashbard Web part via the Edit Web Part. The sectins belw ffer detailed instructins n editing the Web part prperties. Editing Scial Prperties By editing Scial Prperties f the scial Web part (Mst Active Cntributrs/Mst Ppular Cntributrs/Tp Dcuments/Tp Blg Psts/Tp Discussins/Tp Wiki Pages), yu can custmize the scpe, permissin checker and the maximum number f items t display at nce settings in the Web part. T edit the Scial Prperties f a scial Web part, cmplete the fllwing: 1. Click Edit n the ribbn f the Page tab. 2. Lcate the Web part yu want t edit, and click the triangle ( ) n the upper right crner f the Web part. 3. Click Edit Web Part t pen the editing pane n the right side f the Web part. 4. In the Scial Prperties sectin, yu can cnfigure the fllwing settings: Which SharePint bjects shuld be included in this Web part? Yu can cnfigure the bjects included in this Web part and permissin checker settings fr this Web part. T DcAve 6: Reprt Center 173

174 cnfigure the bject selectin and permissin checker, click Change Selectin. In the Item Display Cnfiguratin windw, cnfigure the fllwing settings: *Nte: T cnfigure the bject selectin and permissin checker settings, yu must have the Add and Custmize Pages and Edit Items permissins in the site where the Web part resides. Object Selectin Specify the bjects included in this Web part by selecting the crrespnding radi buttn. Current site, including subsites Select this ptin t include the current sites and its subsites in this Web part. By default, this ptin is selected when the Web part is added t the site. Current site cllectin Select this ptin t include the site cllectin where this Web part resides. Current Web applicatin Select this ptin t include the Web applicatin where this Web part resides. Current farm Select this ptin t include the entire farm where this Web part resides. Custm scpe Select this ptin t custmize yur scpe in the tree belw. Click the farm name and expand the tree dwn t the desired level. Select the checkbxes next t the ndes yu want t include in this Web part. Yu can als search fr the specified bjects using the Search Objects by URL feature. Fr mre infrmatin, refer t the Searching Objects by URL sectin. *Nte: T include specific SharePint bjects in a Web part by selecting the crrespnding radi buttn r the ndes in the tree, yu must have the required permissin t the specified SharePint bjects. Otherwise, the crrespnding radi buttns are disabled and cannt be selected. Fr detailed infrmatin n the required permissins fr selecting SharePint bjects, refer t the Required SharePint Permissins fr Object Selectin. 174 Permissin Checker Specify whether t enable permissin cntrl fr viewing the cntents in the reprts. By default, the Enfrce SharePint permissins fr security trimming ptin is selected. If visitrs d nt have the View Items permissin specific t the dcuments/blg pst/discussins/wiki pages in the reprt, the cntents will be hidden frm the visitrs when they view the list in the Reprt Display pane in Tp Dcuments, Tp Blg Psts, Tp Discussins, and Tp Wiki Pages r in the tltips f a specified cntributr in Mst Active Cntributrs and Mst Ppular Cntributrs. If yu d nt select this ptin, all visitrs can see the ranking fr all f the cntents in Tp Dcuments, Tp Blg Psts, Tp Discussins, and Tp Wiki Pages and the same cntents in the tltips in Mst Active Cntributrs and Mst Ppular Cntributrs. Click OK t save the cnfiguratins, r click Cancel t clse the windw withut saving the cnfiguratins. DcAve 6: Reprt Center

175 Specify the number f items display at nce. Enter an integer between 1 and 20 int the text bx as the maximum number f items displayed in the display pane f a scial Web part at nce. Editing Reprt Center Dashbard Prperties By editing Reprt Center Dashbard Prperties specific t the Reprt Center Dashbard Web part, yu can custmize the scpe, permissin checker, reprt types and usage alert settings f the Web part. T edit the Reprt Center Dashbard Prperties f the Reprt Center Dashbard Web part, cmplete the fllwing: 1. Click Edit n the ribbn f the Page tab. 2. Lcate the Web part yu want t edit, and click the triangle ( ) n the upper right crner f the Web part. 3. Click Edit Web Part t pen the editing pane n the right side f the Web part. 4. In the Reprt Center Dashbard Prperties sectin, yu can cnfigure the fllwing settings: Which SharePint bjects shuld be included in this Web part? Yu can cnfigure the bjects included in this Web part and permissin checker settings fr this Web part. T cnfigure the bject selectin and permissin checker, click Change Selectin. In the Item Display Cnfiguratin windw, cnfigure the fllwing settings: Object Selectin Specify the bjects included in this Web part by selecting the crrespnding radi buttn. Current site, including subsites Select this ptin t include the current site and its subsites in this Web part. Current site cllectin Select this ptin t include the site cllectin where this Web part resides. By default, this ptin is selected when the Web part is added t the site. Custm scpe Select this ptin t custmize yur scpe in the tree belw. Click the farm name and expand the tree dwn t the desired level. Select the checkbxes next t the site cllectins r sites yu want t include in this Web part. Yu can als search fr the specified bjects using the Search Objects by URL feature. Fr mre infrmatin, refer t the Searching Objects by URL sectin. *Nte: T include specific SharePint bjects in a Web part by selecting the crrespnding radi buttn r the ndes in the tree, yu must have the required permissin t the specified SharePint bjects. Otherwise, the crrespnding radi buttns are disabled and cannt be selected. Fr detailed infrmatin n the required permissins fr selecting SharePint bjects, refer t Required SharePint Permissins fr Object Selectin. DcAve 6: Reprt Center Permissin Checker Specify whether t enable permissin cntrl fr viewing the cntents in the reprts. 175

176 By default, the Enfrce SharePint permissins fr security trimming ptin is selected. In the reprts f Activity Ranking, Tp Dcuments by Scial Activities, Cntent Type Usage, and Checked-Out Dcuments, the visitrs can nly view the cntents t which they have View Items permissin. If visitrs d nt have the View Items permissin t specific cntents included in these reprts, the cntents will be hidden frm these visitrs. If yu d nt select this ptin, all visitrs can see the ranking fr all f the cntents in the Activity Ranking, Tp Dcuments by Scial Activities, Cntent Type Usage, and Checked-Out Dcuments reprts. Click OK t save the cnfiguratins, r click Cancel t clse the windw withut saving the cnfiguratins. Which reprt types wuld yu like t include in this Web part? Select the reprt types yu want t view in this web part by selecting the crrespnding checkbxes. Wuld yu like t receive alerts fr specific reprts? When the Active Users, Checked-Out Dcuments, Site Traffic, Site Visitrs reprts are selected in the abve field, yu can cnfigure the usage alert settings fr the desired reprts t have usage alert ntificatins sent ut when the specified criteria are met. Click Cnfigure Usage Alerts Settings and then cnfigure the fllwing settings in the Usage Alerts Settings pp-up windw: *Nte: T ensure the Reprt Center Dashbard can send alerts prperly, yu must cnfigure the utging settings fr yur DcAve platfrm in DcAve > Cntrl Panel. Fr details, refer t the User Ntificatin Settings sectin in the DcAve 6 Cntrl Panel Reference Guide. Active Users Select this checkbx t have ntificatins sent ut when the desired criteria are met in the Active Users reprt. Then cnfigure the fllwing settings: Recipients Use the peple picker t specify the recipients f the e- mail ntificatins r enter the addresses f the desired recipients. T enter multiple addresses, separate them by semiclns. Time Range Select the time frame fr this alert. Threshlds Cnfigure the trigger fr the ntificatin. Enter a psitive integer int the Mre than activities text bx. *Nte: By default, the threshld is checked depending n the interval yu cnfigured. If the number exceeds the threshld set here, an ntificatin will be sent. Interval Select the frequency f ntificatins. Enter a psitive integer int the Every text bx, then select by Days r Weeks frm the drp-dwn menu. 176 DcAve 6: Reprt Center

177 Checked-ut Dcuments Select this checkbx t have ntificatins sent ut when the desired criteria are met. Then cnfigure the fllwing settings: Recipients Use the peple picker t specify the recipients f the e- mail ntificatins r enter the addresses f the desired recipients. T enter multiple addresses, separate them by semiclns. Threshld Cnfigure the trigger fr the ntificatin. Enter a psitive integer int the Mre than checked ut dcuments text bx. Interval Select the frequency f ntificatins. Enter a psitive integer int the Every text bx, then select by Days r Weeks frm the drp-dwn menu. Site Traffic Select this checkbx t have ntificatins sent ut when the desired criteria are met in the Site Traffic reprt. Then cnfigure the fllwing settings: Recipients Use the peple picker t specify the recipients f the e- mail ntificatins r enter the addresses f the desired recipients. T enter multiple addresses, separate them by semiclns. Time Range Select the time frame fr this alert. Threshlds Cnfigure the trigger fr the ntificatin. Enter a psitive integer int the Mre than activities text bx. *Nte: By default, the threshld is checked depending n the interval yu cnfigured. If the number exceeds the threshld set here, an ntificatin will be sent. Interval Select the frequency f ntificatins. Enter a psitive integer int the Every text bx, then select by Days r Weeks frm the drp-dwn menu. Site Visitrs Select this checkbx t send ut ntificatins when the desired criteria are met. Then cnfigure the fllwing ptins: Recipients Use the peple picker t specify the recipients f the e- mail ntificatins r enter the addresses f the desired recipients. T enter multiple addresses, separate them by semiclns. Time Range Select the time frame fr this alert. Threshlds Cnfigure the triggers fr the ntificatin. Yu may chse t use ne r bth f these threshlds: Check the Mre than activities checkbx t activate this threshld, and then enter a psitive integer int the text bx. DcAve 6: Reprt Center 177

178 Check the Mre than unique visitrs checkbx t activate this threshld, and then enter a psitive integer int the text bx. Interval Select the frequency f ntificatins. Enter a psitive integer int the Every text bx, then select by Days r Weeks frm the drp-dwn menu. Click OK t save the cnfiguratins, r click Cancel t clse the windw withut saving the cnfiguratins. 5. When yu finish editing the Reprt Center Dashbard prperties, click OK t save the changes and clse the editing pane, click Apply t save the changes and stay in the editing pane, r click Cancel t clse the editing pane withut saving the cnfiguratins. Searching Objects by URL T search specific bjects by URL under a specified nde, cmplete the fllwing steps: 1. Select Custm scpe in the Item Display Cnfiguratin page and lcate the desired nde in the tree. 2. Right-click n the nde, and click Search in the menu. 3. Enter the keywrd cntained in the URLs f the bjects yu want t search in the text bx. 4. Click Add t add this search cnditin t the Search Cnditins table belw. After ne search cnditin is added int the table, yu can click the remve ( remve this search cnditin. ) buttn t 5. Click OK t save the cnfigured search cnditins and search fr the bjects based n the cnfigured search cnditins. Or click Cancel t exit the current page withut saving the cnfiguratins. *Nte: The lgical relatinship between the search cnditins is "r." All bjects that meet any ne f the search cnditins will be included in the scpe. Required SharePint Permissins fr Object Selectin T include specific SharePint bjects in a Web part by selecting the crrespnding radi buttn r the ndes in the tree, yu must have enugh permissin fr the SharePint bjects f the specified levels yu want t select. Current farm A Farm Administratr is required t select this ptin r the farm nde in the tree. Current Web Applicatin Yu must have Full Cntrl permissin fr all znes r default zne f the specified Web applicatins t select this ptin r Web applicatin ndes in the tree. 178 DcAve 6: Reprt Center

179 Current Site Cllectin Yu must have at least ne f the fllwing permissins t select this ptin r site cllectin ndes in the tree: Full Cntrl permissin fr all znes r default zne f the Web applicatins where the specified site cllectins reside. Site Cllectin Administratr f the specified site cllectins. Current Site, including subsites Yu must have at least ne f the fllwing permissins t select this ptin: Full Cntrl permissin fr all znes r default zne f the Web applicatins where the current site resides. Site Cllectin Administratr f the site cllectin when the current site resides. Full Cntrl permissin fr the current site and all f its subsites. Specific Site Ndes T select specific site ndes in the tree, yu must have at least ne f the fllwing permissins: Full Cntrl permissin fr all znes r default zne f the Web applicatins where the specified sites reside. Site Cllectin Administratr f the site cllectin where the specified sites resides. Full Cntrl permissin fr the specified sites. Data Cllectin fr Usage Activity Web Parts DcAve prvides data cllectrs called Usage Activity Web Part Cllectr and User Prfile Cllectr t cllect the data fr Usage Activity Web parts nce per day at midnight by default. Yu can designate the schedule and the ntificatin fr these cllectrs in Data Cllectin. Refer t Data Cllectin fr mre detailed instructins. T get the latest cllected data shwn in the Reprt Display pane f a specified Web part, refresh the page where the Web part resides. *Nte: On the lwer right crner f each scial Web part (Mst Active Cntributrs, Mst Ppular Cntributrs, Tp Dcuments, Tp Blg Psts, Tp Discussins, and Tp Wiki Pages), the last time the data was updated is shwn. T cllect the required data fr all f the Usage Activity Web Parts via Usage Activity Web Part Cllectr and User Prfile Cllectr, yu must ensure that the fllwing prerequisites are met in yur SharePint farm: The User Prfile Service is started. The Usage Data Cllectin (with the Page Requests event selected) is enabled. The Health Data Cllectin is enabled. The Micrsft SharePint Fundatin Usage Data Imprt and Micrsft SharePint Fundatin Usage Data Prcessing timer jbs are enabled. DcAve 6: Reprt Center 179

180 SharePint Auditr is enabled fr the bjects included in all f the Usage Activity Web parts. Supprted Brwser Versins fr Usage Activity Web Parts See belw fr the supprted brwser versins fr Usage Activity Web parts: Brwser Versin Internet Explrer Internet Explrer 8, 9, 10 Ggle Chrme Latest publicly released versin Mzilla Firefx Latest publicly released versin Mst Active Cntributrs Web Part This Web Part prvides rankings f users wh have cntributed the mst dcuments, blg psts and discussins within the selected scpe. Viewing the Reprt f Mst Active Cntributrs The Display pane has a number f cnfigurable settings fr custmizing hw the Web part displays generated reprts. If desired, cnfigure the fllwing settings in the Display pane: All/Last Week/ Last Mnth Select the time range fr this reprt. All/Dcuments/Blg Psts/Discussins Custmize the type f data shwn in the reprt. Select All t view a ranking by the sum f all dcuments and blg psts cntributed by users. Select Dcuments t view the ranking by the number f dcuments created by users. Select Blg Psts t view a ranking by the number f blg psts created by users. Select Discussins t view a ranking by the number f discussins created by users. Page turning Clicking the next ( ) buttn r the previus ( ) buttn t view mre users f the list. Up t five users are listed per page in the Display pane. Mst Ppular Cntributrs This Web Part prvides rankings f users wh have the mst dcument activities and/r blg pst activities and/r discussin activities within the selected scpe. Dcument activities include the fllwers, views and likes that users have fr their dcuments. Blg pst activities include the cmments, views and likes that users have fr their blg psts. Discussin activities include the views, replies and likes that users have fr their discussins. 180 DcAve 6: Reprt Center

181 Viewing the Reprt f Mst Ppular Cntributrs The Display pane has a number f cnfigurable settings fr custmizing hw the Web part displays generated reprts. If desired, cnfigure the fllwing settings in the Display pane: Tp Dcuments All/Dcuments/Blg Psts/Discussins Custmize the type f data shwn in the reprt. Select All t view a ranking by the sum f dcument activities, blg pst activities and discussin activities users have fr their dcuments, blg psts and discussins. Select Dcuments t view a ranking by the sum f fllwers, views and likes users have fr their dcuments. Select Blg Psts t view a ranking by the number f cmments, views and likes users have fr their blg psts. Select Discussins t view a ranking by the number f views, replies and likes fr their discussins. Page turning Clicking the next ( ) buttn r the previus ( ) buttn t view mre users in the list. Up t five users are listed per page in the Display pane. Advanced Select Dcuments and hver yur cursr ver a rw in the list, yu can view a list f tp five ppular dcuments f the specified user in the ppup windw n the right. Select Blg Psts and hver yur cursr ver a rw in the list, yu can view a list f tp five ppular blgs f the specified user. Select Discussins and hver yur cursr ver a rw in the list, yu can view a list f tp five ppular discussins f the specified user. Yu can als click the title f a specific cntent listed in the windw t view it. This Web part prvides rankings f dcuments which have been viewed the mst and/r have the mst fllwers and/r likes within the selected scpe. By default, the dcuments f the fllwing types are excluded frm the Tp Dcuments Web part rankings: master, aspx, css, jpg, png, js, and gif. T custmize the filter fr excluding file types frm the rankings, cnfigure the <FileExtensinFilter> nde in the ReprtCenterServiceCustmPrperties.cnfig file. Fr detailed instructins, refer t Cnfiguring the ReprtCenterServiceCustmPrperties.cnfig File. Viewing the Reprt f Tp Dcuments The Display pane has a number f cnfigurable settings fr custmizing hw the Web part displays generated reprts. If desired, cnfigure the fllwing settings in the Display pane: All/Fllwers/Views/Likes Custmize the type f data shwn in the reprt. Select All t view a ranking by the sum f fllwers, views and likes f the dcuments. Select Fllwers t view a ranking by number f fllwers f dcuments. Select Views t view a ranking by the number f views f dcuments. Select Likes t view a ranking by the number f likes f dcuments. Nte that this Web part des nt prvide a ranking by Fllwers and Likes in SharePint All/Last Week/ Last Mnth Select the time range fr this reprt. Nte that this setting nly supprts the ranking by Views. DcAve 6: Reprt Center 181

182 Tp Blg Psts Page turning Clicking the next ( ) buttn r the previus ( ) buttn t view mre items in the list. Up t five dcuments are listed per page in the Display pane. Link Click the title f a specific dcument t view it. Advanced Hver yur cursr ver a rw in the list, and view the details f the specified dcument in the pp-up windw n the right. At the bttm f the windw, click Open t pen the dcument and click View Library t jump t the library where it resides. This Web part prvides rankings f blg psts that have been viewed the mst and/r have the mst likes and/r cmments within the selected scpe. Viewing the Reprt f Tp Blg Psts The Display pane has a number f cnfigurable settings fr custmizing hw the Web part displays generated reprts. If desired, cnfigure the fllwing settings in the Display pane: Tp Discussins All/Cmments/Views /Likes Custmize the type f data shwn in the Display pane. Select All t view a ranking by the sum f cmments, views and likes f blg psts. Select Cmments t view a ranking by number f cmments n blg psts. Select Views t view a ranking by the number f views f blg psts. Select Likes t view a ranking by the number f likes n blg psts. Nte that this Web part des nt prvide a ranking by Likes in SharePint All/Last Week/ Last Mnth Select the time range fr this reprt. Nte that this setting nly supprts the ranking by Views. Page turning Clicking the next ( ) buttn r the previus ( ) buttn t view mre items in the list. Up t five blg psts are listed per page in the Display pane. Link Click the title f a specific blg pst t view it. Advanced Hver yur cursr ver a rw in the list, and view the details f the specified blg pst in the ppup windw n the right Yu can als pen this blg pst by clicking Open at the bttm f the windw. This Web part prvides rankings f discussins that have been viewed the mst and/r have the mst replies and/r likes within the selected scpe. Viewing the Reprt f Tp Discussins The Display pane has a number f cnfigurable settings fr custmizing hw the Web part displays generated reprts. If desired, cnfigure the fllwing settings in the Display pane: 182 DcAve 6: Reprt Center

183 Tp Wiki Pages All/Replies/Views/Likes Custmize the type f data shwn in the Display pane. Select All t view a ranking by the sum f replies, views and likes f discussins. Select Replies t view a ranking by number f replies n discussins. Select Views t view a ranking by the number f views f discussins. Select Likes t view a ranking by the number f likes f discussins. Nte that this Web part des nt prvide a ranking by Likes in SharePint All/Last Week/ Last Mnth Select the time range fr this reprt. Nte that this setting nly supprts the ranking by Views. Page turning Clicking the next ( ) buttn r the previus ( ) buttn t view mre items in the list. Up t five discussins are listed per page in the Display pane. Link Click the link f the title f a specific discussin t view it. Advanced- Hver yur cursr ver a rw in the list, and view the details f the specified discussin bard in the ppup windw n the right, yu can als pen this discussin by clicking Open at the bttm f the windw. This Web part prvides a ranking f wiki pages that have been viewed the mst fr this latest week/mnth within the site cllectin/site. Viewing the Reprt f Tp Wiki Pages The Display pane has a number f cnfigurable settings fr custmizing hw the Web part displays generated reprts. If desired, cnfigure the fllwing settings in the Display pane: All/Last Week/ Last Mnth Select the time range fr this reprt. Page turning Clicking the next ( ) buttn r the previus ( ) buttn t view mre items in the list. Up t five wiki pages are listed per page in the Display pane. Link Click the title f a specific wiki page t view it. Advanced Hver yur cursr ver a rw in the list, and view the details f the specified wiki page in the ppup windw n the right. Yu can als pen this page by clicking Open at the bttm f the windw Reprt Center Dashbard Web Part This Web part cntains multiple reprts fr analyzing SharePint usage and behavir acrss the selected scpe within a specific time range, including Summary, Active Users, Checked-Out Dcuments, Activity Ranking, Last Accessed Time, Site Traffic, Site Visitrs, Tp Dcuments by Scial Activity, and Cntent Type Usage. Befre viewing the reprts included in the Dashbard Web part, select the time range fr the all f the reprts except the Last Accessed Time and Cntent Type Usage reprts. T d s, select ne f the DcAve 6: Reprt Center 183

184 fllwing time range ptins frm the drp-dwn list n the upper-right crner: Last 7 Days/ Last 14 Days/Last 30 Days/Last Mnth/Last 3 Mnths/Last 6 Mnths. See the sectins belw fr detailed instructins n viewing each reprt in Reprt Center Dashbard. Summary This reprt displays a summary n the usage f the SharePint site cllectins r sites selected in Object Selectin, within a selected time range. This reprt displays the fllwing cntents: Active Users Unique Visitrs The ttal number f unique visitrs wh have accessed the selected scpes. Checked-Out Dcuments The ttal number f checked-ut dcuments within the selected scpes. Activities The ttal number f user activities within the selected scpes. Items The ttal number f list items and dcuments within the selected scpes. Data Size The ttal data size f the selected scpes. This reprt displays rankings f users by the number f activities within each f the selected site cllectins and sites. In the display pane f this reprt, there are a number f cnfigurable settings fr custmizing hw the reprt is displayed. If desired, cnfigure the fllwing settings in the display pane: Change Scpe In the upper-left crner f the display pane, yu can view the title f site cllectin/site which is the current scpe f the reprt. T change the scpe fr the data shwn in the reprt, cmplete the fllwing steps: i. Click the name f the currently selected scpe in the upper-left crner, a drpdwn menu appears. ii. Click Change Scpe. The windw fr changing the scpe appears. iii. Select the site cllectin/site fr which yu want t view the data in the reprt. Yu can als search the desired site cllectin/site by entering the site title in the text bx. iv. Click OK t save the change and return t the display pane. Exprt Exprt the reprt in XLSX frmat t a SharePint flder/library by cmpleting the fllwing steps: i. Click Exprt in the upper-right crner. The Exprt windw appears. 184 ii. Exprt Lcatin Click Brwse and then select a desired flder/library where yu want t stre the exprt reprt n the tree in the dialg windw. DcAve 6: Reprt Center

185 Checked-Out Dcuments iii. Date Range Select a desired time range fr the data included in the exprted reprt. iv. Active Users Check the Include all checkbx t include all f data in the exprted reprt, r check the Tp users checkbx, and then enter an integer int the text bx t designate the number f the tp ranking users t be included in the reprt. v. Click OK t exprt the reprt immediately. A ntificatin message appears, infrming that the exprting has started. vi. Click OK t clse the windw and return t the reprt display pane. This reprt displays the infrmatin f checked-ut dcuments within the selected site cllectins r sites. The Y-axis f the chart represents the number f checked-ut dcuments within the each f the site cllectin r site. The X-axis f the chart represents the date when the data is cllected. In the display pane f this reprt, there are a number f cnfigurable settings fr custmizing hw the reprt is displayed. If desired, cnfigure the fllwing settings in the display pane: Change Scpe In the sectin abve the chart, yu can view the titles f site cllectins r sites which are the currently displayed scpes f the reprt. The chart can display the data fr up t three scpes at ne time. If there are mre than three reprting scpes selected in Reprt Center Dashbard Prperties fr this Web part, yu can change the displayed scpes by clicking the next ( ) buttn r the previus ( ) buttn f the Displayed Scpes sectin in the upper-right crner f the display pane. Interval Select the interval fr displaying the data in the chart by selecting the crrespnding ptin frm the Interval drp-dwn list. Exprt Exprt the reprt in XLSX frmat t a SharePint flder r library by cmpleting the fllwing steps: i. Click Exprt in the upper-right crner. The Exprt windw appears. ii. Exprt Lcatin Click Brwse and then select a desired flder r library where yu want t stre the exprt reprt n the tree in the dialg windw. iii. Date Range Select a desired time range fr the data included in the exprted reprt. iv. Frequency Select the frequency fr displaying the data in the exprted reprt. v. Click OK t exprt the reprt immediately. A ntificatin message appears, infrming that the exprting has started. vi. Click OK t clse the windw and return t the reprt display pane. DcAve 6: Reprt Center 185

186 Activity Ranking This reprt displays rankings f sites, pages, lists, and dcuments by activity within each selected site cllectins/site. Cnfigure the URL filter in the Usage Activity Web Part Settings f DcAve Manager Reprt Center t exclude the desired pages frm this reprt. Fr details, refer t Usage Activity Web Parts Settings. In the display pane f this reprt, there are a number f cnfigurable settings fr custmizing hw the reprt is displayed. If desired, cnfigure the fllwing settings in the display pane: Change Scpe In the upper-left crner f the display pane, yu can view the title f site cllectin/site which is the currently displayed scpe f the reprt. T change the scpe fr the data shwn in the reprt, cmplete the fllwing steps: i. Click the name f the currently selected scpe in the upper-left crner, a drpdwn menu appears. ii. Click Change Scpe. The windw fr changing the scpe appears. iii. Select the site cllectin r site fr which yu want t view the data in the reprt. Yu can als search the desired site cllectin r site by entering the site title in the text bx. iv. Click OK t save the change and return t the display pane. Sites/Pages/Lists/Dcuments Custmize the type f data shwn in the display pane by clicking the crrespnding link in the upper-right crner. *Nte: The Sites link is available nly when site cllectins are selected as the reprting scpe f the Reprt Center Dashbard Web part. Link Click the name f a specific site, page, list, r dcument in the reprt t access t the site, page, list, r dcument. Exprt Exprt the reprt in XLSX frmat t a SharePint flder/library by cmpleting the fllwing steps: i. Click Exprt in the upper-right crner. The Exprt windw appears. ii. Exprt Lcatin Click Brwse and then select a desired flder/library where yu want t stre the exprt reprt n the tree in the dialg windw. iii. Date Range Select a desired time range fr the data included in the exprted reprt. iv. Activity Ranking Enter a psitive integer int the Tp text bx, and select Select All/Sites/Pages/Dcuments/Lists ptins belw t designate the number and data types included in the exprted reprt. 186 DcAve 6: Reprt Center

187 Last Accessed Time *Nte: The Sites ptin is nly available when site cllectins are selected as the reprting scpe f the Reprt Center Dashbard Web part. v. Click OK t exprt the reprt immediately. A ntificatin message appears, infrming that the exprting has started. vi. Click OK t clse the windw and return t the reprt display pane. This reprt displays when the selected site cllectins r sites were last accessed, and by whm. In the reprt display pane, yu can view the last accessed time and the last visitr f each site/site cllectin in the Last Accessed Time and Last Accessed By clumns. Cnfiguring Time Range and User Filter fr Last Accessed Time By default, the Last Accessed Time reprt displays the last accessed time data within the selected scpe during the current mnth and the past 6 mnths, including the access recrds f all users. Yu can custmize the time range and user filter fr the Last Accessed Time reprt by cnfiguring the fllwing ndes in the ReprtCenterServiceCustmPrperties file. T custmize the time range f the Last Accessed Time reprt, cnfigure the <LastAccessedTimeStartTime> nde in the ReprtCenterServiceCustmPrperties file. T custmize the user filter t exclude sme users frm the Last Accessed Time reprt, cnfigure the <LastAccessedTimeUserFilter> in the ReprtCenterServiceCustmPrperties file. Fr details n cnfiguring the ndes mentined abve, refer t Cnfiguring the ReprtCenterServiceCustmPrperties.cnfig File. Exprting Last Accessed Time Reprts Using the Exprt feature f this reprt, yu can exprt the reprt in XLSX frmat t a SharePint flder/library by cmpleting the fllwing steps: 1. Click Exprt in the upper-right crner. The Exprt windw appears. 2. Click Brwse in the Exprt Lcatin sectin and then select a desired flder/library where yu want t stre the exprt reprt n the tree in the dialg windw. 3. Click OK t exprt the reprt immediately. A ntificatin message appears, infrming that the exprting has started. 4. Click OK t clse the windw and return t the reprt display pane. Site Traffic This reprt displays charts f the numbers f activities and thrughput that the selected site cllectins r sites have received. The Y-axis f the chart represents the number f activities r thrughput that DcAve 6: Reprt Center 187

188 each site/site cllectin has received. The X-axis f the chart represents the date when the data is cllected. In the display pane f this reprt, there are a number f cnfigurable settings fr custmizing hw the reprt is displayed. If desired, cnfigure the fllwing settings in the display pane: Search Usage Change Scpe In the sectin abve the chart, yu can view the titles f site cllectins/sites which are the currently displayed scpes f the reprt. The chart can display the data fr up t three scpes at ne time. If there are mre than three reprting scpes selected in Reprt Center Dashbard Prperties fr this Web part, yu can change the displayed scpes by clicking the next ( ) buttn r the previus ( ) buttn f the Displayed Scpes sectin in the upper-right crner f the display pane. Interval Select the interval fr displaying the data in the chart by selecting the crrespnding ptin frm the Interval drp-dwn list. Activities/Thrughput Custmize the type f data shwn in the chart by clicking the crrespnding link abve the upper-right crner f the chart. Exprt Exprt the reprt in XLSX frmat t a SharePint flder/library by cmpleting the fllwing steps: i. Click Exprt in the upper-right crner. The Exprt windw appears. ii. Exprt Lcatin Click Brwse and then select a desired flder/library where yu want t stre the exprt reprt n the tree in the dialg windw. iii. Date Range Select a desired time range fr the data included in the exprted reprt. iv. Frequency Select the frequency fr displaying the data in the exprted reprt. v. Site Traffic Select the data types included in the exprted reprt by selecting the crrespnding checkbxes: Activities and Thrughput. vi. Click OK t exprt the reprt immediately. A ntificatin message appears, infrming that the exprting has started. vii. Click OK t clse the windw and return t the reprt display pane. This reprt displays the usage data fr search activities, search terms and search scpes within the selected site cllectins. *Nte: This reprt is available nly when site cllectins are selected in the Object Selectin settings f this Web part. In the chart f the display pane, yu can view the numbers f search activities ccurred within the selected site cllectins during a specific time range. The Y-axis f the chart represents the number f 188 DcAve 6: Reprt Center

189 search activities ccurred in each site cllectin. The X-axis f the chart represents the date when the data is cllected. Als, the display pane has a number f cnfigurable settings fr custmizing hw the reprt is displayed. If desired, cnfigure the fllwing settings in the display pane: Change Scpe In the sectin abve the chart, yu can view the titles f site cllectins which are the currently displayed scpes f the reprt. The chart can display the data fr up t three scpes at ne time. If there are mre than three reprting scpes selected in Reprt Center Dashbard Prperties fr this Web part, yu can change the displayed scpes by clicking the next ( ) buttn r the previus ( ) buttn f the Displayed Scpes sectin in the upper-right crner f the display pane. Interval Select the interval fr displaying the data in the chart by selecting the crrespnding ptin frm the Interval drp-dwn list. View Details T view the details f the search scpes and search terms f a specific site cllectin, click View Details t access the View Details windw. Fr details, see Viewing Details f Search Usage Reprts. Exprt Exprt the reprt in XLSX frmat t a SharePint flder/library. Fr details, refer t Exprting Search Usage Reprts. Viewing Details f Search Usage Reprts The View Details windw displays rankings f search terms and search scpes by number f search activities within a specific site cllectin. T access the View Details windw fr viewing the ranking f search terms and search scpes f a specific site cllectin, chse either f the fllwing methds: In the chart f the reprt display pane, click a pint n the line representing the site cllectin fr which the details yu want t view. The View Details windw fr the selected site cllectin appears. Click View Details abve the chart. The View Details windw appears. The default displayed scpe f the View Details windw is the first displayed scpe n the left abve the chart. T change the scpe fr the data shwn in the windw, cmplete the fllwing steps: i. Click the name f the currently selected scpe in the upper-left crner, a drpdwn menu appears. ii. Click Change Scpe. The windw fr changing the scpe appears. iii. Select the site cllectin fr which yu want t view the data in the reprt. Yu can als search the desired site cllectin by entering the site cllectin title in the text bx. iv. Click OK t save the change and return t the View Details windw. In the View Details windw, yu can als perfrm the fllwing peratins: DcAve 6: Reprt Center 189

190 Exprt Exprt the details in XLSX frmat t a SharePint flder/library. Fr details, refer t Exprting Search Usage Reprts. Shw Select the data range f the data displayed in the View Details windw by selecting Tp 10/Tp 20/Tp 50/Tp 100 frm the Shw drp-dwn list in the upperright crner. Exprting Search Usage Reprts T exprt a Search Usage reprt in XLSX frmat t SharePint flder/library, cmplete the fllwing steps: 1. T access the Exprt windw fr cnfiguring the exprt reprt settings, chse either f the fllwing tw methds: Click Exprt in the upper-right crner f the reprt display pane. Click Exprt in the upper-left crner f the View Details pp-up windw. 2. In the Exprt windw, cnfigure the fllwing settings: Exprt Lcatin Click Brwse and then select a desired flder/library where yu want t stre the exprt reprt n the tree in the dialg windw. Date Range Select a desired time range fr the data included in the exprted reprt. Search Usage Select hw many recrds yu want t include in the exprted reprt by selecting the crrespnding ptin frm the drp-dwn list. 3. Click OK t exprt the reprt immediately. A ntificatin message appears, infrming that the exprting has started. 4. Click OK t clse the windw. Site Visitrs This reprt displays the numbers f unique visitrs and user activities f the selected site cllectins/sites. In the chart f the display pane, yu can view the numbers f unique visitrs f the selected site cllectins/sites. The Y-axis f the chart represents the number f unique visitrs f each site/site cllectin. The X-axis f the chart represents the date when the data is cllected. Als, the display pane has a number f cnfigurable settings fr custmizing hw the reprt is displayed. If desired, cnfigure the fllwing settings in the display pane: Change Scpe In the sectin abve the chart, yu can view the titles f site cllectins/sites which are the currently selected as the scpes f the data shwn in the chart. The chart can display the data fr up t three scpes at ne time. If there are mre than three reprting scpes selected in Reprt Center Dashbard Prperties fr this Web part, yu can change the displayed scpes by clicking the next ( ) buttn r the previus ( ) buttn f the Displayed Scpes sectin in the upper-right crner f the display pane. 190 DcAve 6: Reprt Center

191 Interval Select the interval fr displaying the data in the chart by selecting the crrespnding ptin frm the Interval drp-dwn list. View Details View the number f activities perfrmed by each visitr within a specific site cllectin/site in the View Details windw. Fr details, see Viewing Details f Site Visitrs Reprts. Exprt Exprt the reprt in XLSX frmat t a SharePint flder/library. Fr details, refer t Exprting Site Visitrs Reprts. Viewing Details f Site Visitrs Reprts The View Details windw displays rankings f visitrs by number f activities within a specific site cllectin/site. T access the View Details windw fr viewing the number f activities perfrmed by each visitr in a specific site cllectin/site, chse either f the fllwing methds: Click a pint n the line representing the site cllectin/site fr which the details yu want t view in the chart. The View Details windw fr the selected site cllectin/site appears. Click View Details abve the chart. The View Details windw appears. The default displayed scpe f the View Details windw is the first displayed scpe n the left abve the chart. T change the scpe fr the data shwn in the windw, cmplete the fllwing steps: i. Click the name f the currently selected scpe in the upper-left crner, a drpdwn menu appears. ii. Click Change Scpe. The windw fr changing the scpe appears. iii. Select the site cllectin/site fr which yu want t view the data in the reprt. Yu can als search the desired site cllectin/site by entering the site title in the text bx. iv. Click OK t save the change and return t the View Details windw. In the View Details windw, yu can als perfrm the fllwing peratins: Exprt Exprt the details in XLSX frmat t a SharePint flder/library. Fr details, refer t Exprting Site Visitrs Reprts. Data Range Select the data range f the data displayed in the View Details windw by selecting All/Tp 100/Tp 50/Tp 20/Tp 10. Exprting Site Visitrs Reprts T exprt a Site Visitrs reprt in XLSX frmat t SharePint flder/library, cmplete the fllwing steps: DcAve 6: Reprt Center 191

192 1. T access the Exprt windw fr cnfiguring the exprt reprt settings, chse either f the fllwing tw methds: Click Exprt in the upper-right crner f the reprt display pane. Click Exprt in the upper-left crner f the View Details pp-up windw. 2. In the Exprt windw, cnfigure the fllwing settings: Exprt Lcatin Click Brwse and then select a desired flder/library where yu want t stre the exprt reprt n the tree in the dialg windw. Date Range Select a desired time range fr the data included in the exprted reprt. Frequency Select the frequency fr displaying the data in the exprted reprt. Site Visitrs Select the Include all checkbx t include all f data in the exprted reprt, r select the Tp visitrs checkbx, and then enter an integer int the text bx t designate the number f the tp ranking visitrs t be included in the reprt. 3. Click OK t exprt the reprt immediately. A ntificatin message appears, infrming that the exprting has started. 4. Click OK t clse the windw. Tp Dcument by Scial Activities This reprt prvides rankings f dcuments which have been viewed the mst and/r have the mst fllwers and/r likes within each selected site cllectin/site. The display pane has a number f cnfigurable settings fr custmizing hw the reprt is displayed. If desired, cnfigure the fllwing settings in the display pane: All/Fllwers/Views/Likes Custmize the type f data shwn in the reprt. Select All t view a ranking by the sum f fllwers, views and likes f the dcuments. Select Fllwers t view a ranking by number f fllwers f dcuments. Select Views t view a ranking by the number f views f dcuments. Select Likes t view a ranking by the number f likes f dcuments. Nte that this Web part des nt prvide a ranking by Fllwers and Likes in SharePint Link Click the title f a specific dcument t view it. Advanced Click n a file name in the list, and view the details f the specified dcument in the pp-up windw n the right. At the bttm f the windw, click Open t pen the dcument and click View Library t jump t the library where it resides. Exprt Exprt the reprt in XLSX frmat t a SharePint flder/library by cmpleting the fllwing steps: i. Click Exprt in the upper-right crner. The Exprt windw appears. ii. Exprt Lcatin Click Brwse and then select a desired flder/library where yu want t stre the exprt reprt n the tree in the dialg windw. 192 DcAve 6: Reprt Center

193 Cntent Type Usage iii. Date Range Select a desired time range fr the data included in the exprted reprt. iv. Tp Dcuments Select the number and data metrics fr the dcuments yu want t include in the exprted reprt, by entering an integer between 1 and 100 int Tp_ dcuments by and selecting the Select All/Ttal Activities/Fllwers/Likes/Views checkbxes. v. Click OK t exprt the reprt immediately. A ntificatin message appears, infrming that the exprting has started. vi. Click OK t clse the windw and return t the reprt display pane. This reprt displays the latest cntent type usage details within the selected site cllectins r sites. In the reprt display pane, yu can view the numbers f sites, lists, and items where each cntent type is currently used. The display pane has a number f settings fr custmizing hw the reprt is displayed. If desired, cnfigure the fllwing settings: Cntent Type T view the detailed infrmatin f a specific cntent type, click the link listed in the Cntent Type clumn t access the Cntent Type Infrmatin page f the selected cntent type in the crrespnding site. View Details T view the detailed infrmatin f the sites r lists where a specific cntent type is currently used, click the link in the Ttal Sites/Ttal Lists clumn t access the View Details windw fr the selected cntent type. Exprt Exprt the reprt in XLSX frmat t a SharePint flder r library by cmpleting the fllwing steps: i. Click Exprt in the upper-right crner. The Exprt windw appears. ii. Exprt Lcatin Click Brwse and then select a desired flder r library where yu want t stre the exprt reprt n the tree in the dialg windw. iii. Click OK t exprt the reprt immediately. A ntificatin message appears, infrming that the exprting has started. iv. Click OK t clse the windw and return t the reprt display pane. DcAve 6: Reprt Center 193

194 Appendix A: Supprted Object Levels f DcAve Reprt Center Reprts Refer t the table belw t view the supprted bject levels f each reprt available in DcAve Reprt Center. Web Cntent Reprt Level\ What t Reprt Farm applicatin Database Search Usage Site Cllectin Site List/ Library Ntes The Web Analytic service in SharePint must be started; therwise the Search Usage Cllect jb will fail. Farm level: What t Select Site cllectin level: 194 DcAve 6: Reprt Center

195 Reprt Level\ What t Reprt Farm Web Cntent Site List/ Site applicatin Database Cllectin Library Ntes Site Visitrs and Activity Yu can generate a Site Visitrs and Activity reprt f dcuments and items by manually inputting the URLs. Ensure that yu have cllected audit data fr the site cllectin/site where the entered URLs reside. Site cllectin level: What t Select Site level: List\library level: DcAve 6: Reprt Center 195

196 Web Cntent Site List/ Reprt Level\ What t Reprt Farm Site Ntes What t Select applicatin Database Cllectin Library Checked-Out Dcuments Web applicatin level: Site cllectin level: 196 DcAve 6: Reprt Center

197 Reprt Level\ What t Reprt Farm Web applicatin Cntent Database Site Cllectin Site List/ Library Ntes Site level: What t Select List\Library level: DcAve 6: Reprt Center 197

198 Web Cntent Site List/ Reprt Level\ What t Reprt Farm Site Ntes What t Select applicatin Database Cllectin Library Page Traffic Site cllectin level: Site level: 198 DcAve 6: Reprt Center

199 Reprt Level\ What t Reprt Farm Web Cntent Site List/ Site applicatin Database Cllectin Library Ntes Referrers This feature is specific fr SharePint Befre generating a referrers reprt, yu must cnfigure the data in SharePint fllwing the instructins belw: 1. G t yur SharePint 2010 envirnment. 2. Navigate t Central Administratin > Mnitring > Cnfigure health data Cllectin. 3. Enable Health Data Cllectin. Click Lg Cllectin Schedule, and then enable all the lg cllectin schedules. *Nte: The site cllectins r Sites selected have t be limited within the same farm instead f multiple farms. Site cllectin level: Site level: What t Select DcAve 6: Reprt Center 199

200 Reprt Level\ What t Reprt Farm Web Cntent Site List/ Site applicatin Database Cllectin Library Ntes Last Accessed Time SharePint Audit must be enabled fr any site cllectin yu want t generate this reprt fr. Site cllectin level: What t Select Site level: 200 DcAve 6: Reprt Center

201 Reprt Level\ What t Reprt Farm Web Cntent Site List/ Site applicatin Database Cllectin Library Ntes Failed Lgin Attempts T get the failed lgin attempts infrmatin, yu must first cnfigure IIS Lgging. Fr details n cnfiguring IIS Lgging, see the IIS Lgging sectin f this guide. Farm level: What t Select Site level: Wrkflw Status Wrkflw Status des nt supprt generating reprts fr Nintex wrkflws. Site cllectin level: DcAve 6: Reprt Center 201

202 Reprt Level\ What t Reprt Farm Web applicatin Cntent Database Site Cllectin Site List/ Library Ntes Site level: What t Select List\library level: 202 DcAve 6: Reprt Center

203 Web Cntent Site List/ Reprt Level\ What t Reprt Farm Site Ntes applicatin Database Cllectin Library SharePint Alerts Farm level: What t Select Web applicatin level: Site cllectin level: DcAve 6: Reprt Center 203

204 Reprt Level\ What t Reprt Farm Web applicatin Cntent Database Site Cllectin Site List/ Library Ntes Site level: What t Select List\library level: 204 DcAve 6: Reprt Center

205 Reprt Level\ What t Reprt Farm Web Cntent Site List/ Site applicatin Database Cllectin Library Ntes Dwnlad Ranking T get dwnlad ranking infrmatin, yu must first cnfigure IIS lgging. Fr details n cnfiguring IIS Lgging, see the IIS Lgging sectin f this guide. Site level: What t Select Site Activity Ranking Site cllectin level: DcAve 6: Reprt Center 205

206 Reprt Level\ What t Reprt Farm Web applicatin Cntent Database Site Cllectin Site List/ Library Ntes Site level: What t Select Active Users Web applicatin level: Site cllectin level: 206 DcAve 6: Reprt Center

207 Reprt Level\ What t Reprt Farm Web applicatin Cntent Database Site Cllectin Site List/ Library Ntes Site level: What t Select SharePint Services CPU/Memry Usage A CPU/Memry Usage reprt prvides a real time mnitring f the CPU and memry usage f the hst machine where the DcAve Agent is lcated. The bject yu select t generate the CPU\Memry Usage reprt is the hst machines which installed the DcAve Agents. DcAve 6: Reprt Center 207

208 Reprt Level\ What t Reprt Netwrking Farm Web applicatin Cntent Database Site Cllectin Site List/ Library Ntes A Netwrking reprt prvides realtime infrmatin n netwrking usage (bth wired and wireless) f DcAve Agent servers. The bjects yu must select t generate the Netwrking reprt are the hst machine where DcAve Agent is installed and the hst machine s netwrk adapter. What t Select SharePint tplgy SharePint Tplgy reprt is able t display infrmatin abut ne farm at a time. SharePint Search Services In the Scpe cnfiguratin area, select the Farm yu want t view frm the drp-dwn menu. Then select the Search Service Applicatin frm the drp-dwn menu. 208 DcAve 6: Reprt Center

209 Reprt Level\ What t Reprt Envirnment Search Farm Web applicatin Cntent Database Site Cllectin Site List/ Library Ntes Envirnment Search generates reprts fr bjects in specified envirnments, such as hst, farm as well as services, servers and their status in farm. Envirnment Search reprts prvides yu three criteria t filter yur desired envirnment infrmatin. They are respectively: Dmain, IPv4 range, and Hst name. Dmain: What t Select IPv4 range: Hst name: Site Cllectin Cmparisn DcAve 6: Reprt Center 209

210 Reprt Level\ What t Reprt Site Cllectin Lad Time Farm Web applicatin Cntent Database Site Cllectin Site List/ Library Ntes What t Select Strage Trends Farm level: Web applicatin level: 210 DcAve 6: Reprt Center

211 Reprt Level\ What t Reprt Farm Web applicatin Cntent Database Site Cllectin Site List/ Library Ntes Site cllectin level: What t Select Strage Analyzer Farm level: Web applicatin level: DcAve 6: Reprt Center 211

212 Reprt Level\ What t Reprt Farm Web applicatin Cntent Database Site Cllectin Site List/ Library Ntes Cntent database level: What t Select Site cllectin level: 212 DcAve 6: Reprt Center

213 Web Cntent Site List/ Reprt Level\ What t Reprt Farm Site Ntes What t Select applicatin Database Cllectin Library User Strage Size Site cllectin level: Site level: DcAve 6: Reprt Center 213

214 Reprt Level\ What t Reprt Farm Web Cntent Site List/ Site applicatin Database Cllectin Library Ntes Cnfiguratin Reprts The Cnfiguratin Reprts d nt supprt reprting n the Site Cllectin/Site Usage in SharePint T include Site Cllectin/Site Usage in the Cnfiguratin Reprts, ensure the Web Analysis service is started in SharePint Farm level: What t Select Web applicatin level: Cntent database level: Site cllectin level: 214 DcAve 6: Reprt Center

215 Reprt Level\ What t Reprt Farm Web applicatin Cntent Database Site Cllectin Site List/ Library Ntes Site level: What t Select List/library level: DcAve 6: Reprt Center 215

216 Reprt Level\ What t Reprt Farm Web Cntent Site List/ Site applicatin Database Cllectin Library Ntes Best Practice Reprts Use threshld prfile as the measure t evaluate whether yur SharePint envirnment is healthy r nt. In the farm level threshld prfile, the Scial Tags, Ntes and Ratings threshld is nt supprted fr the ratings data in SharePint Farm level: What t Select Web applicatin level: Cntent database level: Site cllectin level: 216 DcAve 6: Reprt Center

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