HP Intelligent Management Center v7.1

HP Intelligent Management Center v7.1 iar Quick Start Guide Part number: 5998-6863 Published: September 2014 Software Version: IMC PLAT 7.1 (E0302) Edition: 1.0

Legal and notice information Copyright 2014 Hewlett-Packard Development Company, L.P. Confidential computer software. Valid license from HP required for possession, use or copying. Consistent with FAR 12.211 and 12.212, Commercial Computer Software, Computer Software Documentation, and Technical Data for Commercial Items are licensed to the U.S. Government under vendor's standard commercial license. The information contained herein is subject to change without notice. The only warranties for HP products and services are set forth in the express warranty statements accompanying such products and services. Nothing herein should be construed as constituting an additional warranty. HP shall not be liable for technical or editorial errors or omissions contained herein. Acknowledgements Java and Oracle are registered trademarks of Oracle and/or its affiliates. Linux is the registered trademark of Linus Torvalds in the U.S. and other countries. ii

Contents 1 Overview 4 Principles for using iar 5 Locating the JDBC function 5 Configuring data connections 7 Adding the JDBC connection to the iar configuration file 7 Configuring the JDBC connection through the iar GUI 9 Configuring data sources 12 2 Example 18 Customizing a report template in iar 19 Adding the report template to IMC 37 iii

1 Overview To use the Intelligent Analysis Report (iar), you are expected have basic knowledge of SQL and relational databases. As an IMC service component, iar is a report designer that enables you to customize various report templates by using the data sources provided by IMC. Using iar to create a report template for IMC involves the following tasks: 1. Customize a report template in iar. The system automatically saves the report template to an RPT file after the customization is complete. 2. Transfer the template file to the IMC server. 3. Add the report template to IMC by using the Add Report Template feature. After that, you can use the template to generate reports, and centrally manage the report templates in IMC. Figure 2 illustrates the process of using iar to customize a report template for IMC. Figure 2 Using iar to customize a report template for IMC 4

Principles for using iar IMC accesses the database through JDBC. Therefore, generation of report templates using iar requires access to the data sources through JDBC. To access the database through JDBC: For SQL Server, specify the database objects under report in the report_db database in the IMC system. For Oracle and MySQL, specify the database objects under report. Because the IMC includes a strict control mechanism for access rights of an operator, all report templates generated using iar must have the operator parameter to control the access rights. For more information, see "2 Example." Locating the JDBC function 1. Start the iar program. 2. Click File, and then select New > Blank Report, as shown in Figure 3. Figure 3 Launching the Database Expert dialog box 3. In the Database Expert dialog box, select Create New Connection > JDBC (JNDI) from the Available Data Sources list. 5

Figure 4 Accessing JDBC data source 4. The first time you create a template, you may not find JDBC (JNDI) under Create New Connection. In this situation, select JDBC (JNDI) under More Data Sources. From then on, JDBC (JNDI) is displayed under Create New Connection. 6

Figure 5 Locating the JDBC data source from More Data Sources Configuring data connections To use iar to design report templates for IMC, you must configure a JDBC connection for iar to access the data source in the IMC database. The connection information includes the name, URL, class name of the database, and the user credentials to access the data source. You can manually configure the JDBC connection through the iar GUI when creating a report template. Or, you can add the connection settings to the iar configuration file so that the connection will always appear on the JDBC connection creation page as an available option. Both methods require that you configure the user credentials before iar can connect to the database through the connection. Adding the JDBC connection to the iar configuration file 1. Download the data source file from IMC, as shown in Figure 6: a. Log in to IMC. b. Click the Report tab and select Report Template List. c. Click Download data source file to download and save the data source file. 7

Figure 6 Downloading the data source file In this example, the file contains a MSSQL data connection named sqlserver. <DatabaseConnectionInformation> <Connection name="sqlserver">!net.sourceforge.jtds.jdbc.driver!jdbc:jtds:sqlserver://127.0.0.1:1433/report_db; tds=8.0 </Connection> </DatabaseConnectionInformation> 2. Replace 127.0.0.1 in the data source file with the IP address of the database server. 3. Add the connection to the iar configuration file CRConfig.xml. Add the DatabaseConnectionInformation content to the GenericJDBCDriver tag of the CRConfig.xml file. The CRConfig.xml is located in the \Common\4.0 \java directory of the iar installation directory. <GenericJDBCDriver> <DatabaseConnectionInformation> <Connection name="sqlserver">!net.sourceforge.jtds.jdbc.driver!jdbc:jtds:sqlserver://dbserver IP:1433/report_db;tds=8.0</Connection> </GenericJDBCDriver> The string DBServer IP is the IP address of the database server. 4. Start the iar program. 5. Click File, and then select New > Blank Report, as shown in Figure 7. Figure 7 Launching the Database Expert dialog box 6. In the Database Expert dialog box, select Create New Connection > JNBC (JNDI). 7. Double-click Make New Connection. The JDBC (JNDI) dialog box appears. 8

Verify that sqlserver is provided as a predefined option in the Connection Name field, as shown in Figure 8. Figure 8 JDBC (JNDI) dialog box Configuring the JDBC connection through the iar GUI 1. In the JDBC (JNDI) dialog box, select JDBC Connection, as shown in Figure 9. 9

Figure 9 JDBC (JNDI) dialog box 2. Click Next. The page for adding a JDBC connection appears, as shown in Figure 10. 10

Figure 10 Adding a JDBC connection 3. Configure the following parameters: Connection URL Enter the connection URL: For MSSQL, enter jdbc:jtds:sqlserver://server IP:1433/report_db;tds=8.0. For Oracle, enter jdbc:oracle:thin:@ /Server IP:1521:tnsName. For MySQL, enter jdbc:mysql://server IP:3306/report_db. Replace Server IP and tnsname (for Oracle) with the IP address and tnsname of the database. You can get the tnsname of the Oracle database by using the echo $ORACLE_SID command in Linux. Database Classname Enter the database class name: For MSSQL, enter net.sourceforge.jtds.jdbc.driver. For Oracle, enter oracle.jdbc.driver.oracledriver. For MySQL, enter com.mysql.jdbc.driver. Connection Name Enter a name for the connection, or leave the field empty to use the connection URL as the connection name. 4. Click Next. The dialog box shown in Figure 11 appears. 11

Figure 11 Configuring the user credentials for the connection 5. Specify the user credentials for connecting to the data source: a. Enter report_db in the Database field. b. Enter report in the User ID field. c. Enter the user password. The initial password is sqlsql. 6. Click Finish. iar automatically connects to the data source. Configuring data sources After you connect iar to the IMC database, use one of the following methods to configure the data objects to be used by iar as the report data source: Select the tables in the database as the data source. Use the query results of SQL statements as the data source. To configure the data objects for the report data source: 1. Start the iar program. 2. Click File, and then select New > Blank Report, as shown in Figure 12. 12

Figure 12 Launching the Database Expert dialog box 3. In the Database Expert dialog box, select Create New Connection > JNBC (JNDI). 4. Double-click Make New Connection. The JDBC (JNDI) dialog box appears. 5. Select Named Connection, select sqlserver in the Connection Name field, and click Next, as shown in Figure 13. Figure 13 JDBC (JNDI) dialog box 6. Set the user ID to report, enter the initial password sqlsql, and click Finish, as shown in Figure 14. 13

Figure 14 Configuring the user credentials 7. In the Database Expert dialog box, expand the newly created JDBC connection sqlserver. All tables in the database that are available to the connection are displayed, with the Add Command link at the top. 8. Perform one of the following tasks: To use existing database tables as the report data source, select the tables in the Available Data Sources list and add them to the Selected Tables list, as shown in Figure 15. 14

Figure 15 Selecting tables for the data source To use the query results of a SQL statement as the data source, double-click Add Command. In the Add Command to Report dialog box, enter the SQL statement, and click OK. Depending on the type of the database, the SQL statement must meet the following requirements: For MSSQL or MySQL, the statement queries objects in the report_db database. For Oracle, the statement queries objects under the report user. 15

Figure 16 Using query results of a SQL statement as the data source Figure 17 Add Command to Report dialog box 16

9. Click OK. 17

2 Example This example describes how to use iar and IMC to create the Device Category Statistic Report. As shown in Figure 18, the Device Category Statistic Report displays the device category statistics in a bar chart. Figure 18 Device category statistic report-bar chart You can access the device list of a device category by clicking the corresponding bar in the chart, as shown in Figure 19. 18

Figure 19 Device category statistic report-device list Customizing a report template in iar 1. Start the iar program. 2. Click File, and then select New > Blank Report, as shown in Figure 20. Figure 20 Launching the Database Expert dialog box 3. In the Database Expert dialog box, select Create New Connection > JNBC (JNDI) from the Available Data Sources list, and then double-click Make New Connection, as shown in Figure 21. 19

Figure 21 Creating a new connection 4. In the JDBC (JNDI) dialog box, configure the following parameters, as shown in Figure 22: a. Select Named Connection. b. Select an existing connection in the Connection Name field. This example uses sqlserver. For information about configuring JDBC data connections, see "Configuring data connections." c. Click Next. 20

Figure 22 Selecting an existing connection 5. Enter report and sqlsql in the User ID and Password fields, and then click Finish, as shown in Figure 23. 21

Figure 23 Specifying the user credentials for the connection iar automatically connects to the data source and displays the obtained database tables under the sqlserver JDBC connection in Create New Connection > JDBC (JNDI) of the Available Data Sources list. 6. Select plat_v_dev and plat_v_operator_dev in the Available Data Sources list, add them to the Selected Tables list, and click OK, as shown in Figure 24. 22

Figure 24 Specifying the data source objects v NOTE: plat_v_dev contains all device information, including the device IP address, type, and label information. palt_v_operator_dev defines the device resources that each operator can access. For a description of the fields in the data sources, see iar Data Source Description (Platform Volume). 7. Click the Links tab to link the selected tables. By default, the tables are automatically linked based on the field names. You can add or modify a field name as needed. Because plat_v_operator_dev displays IDs of devices that can be accessed by each operator, link the dev_id field of the two tables together. By adding control conditions in the Select Expert page, you can limit the data record selection for the report to device resources authorized to a particular operator. 23

Figure 25 Linking the tables 8. Click OK. The window for designing the report template appears. 9. Select View > Field Explorer to display the Field Explorer view. If the view is already displayed as shown in Figure 26, skip this step. Figure 26 Intelligent Analysis Report window 24

10. Drag dev_ip, dev_type_name, category_name, and symbl_name from the field explorer to the Details section, as shown in Figure 27 and Figure 28. Figure 27 Dragging fields to the Details section Figure 28 Details section 11. Create the operator parameter to control the device resources that the report template can use. a. In Field Explorer, right-click Parameter Fields and select New from the shortcut menu, as shown in Figure 29. Figure 29 Creating a parameter 25

b. In the Create New Parameter dialog box, configure the parameters as shown in Figure 30: Enter operator in the Name field. Use the default settings of other parameters. Figure 30 Creating the operator parameter 12. Click OK. The operator parameter appears under Parameter Fields, as shown in Figure 31. Figure 31 Viewing the operator parameter 13. Click the Select Expert icon in the tool bar. The Choose Field dialog box displays all the fields that are available from each table in the database fields section. 14. To base the record selection on the operator name field, select name under plat_v_operator_dev and click OK, as shown in Figure 32. 26

Figure 32 Specifying the record selection field 15. In the Select Expert-Record dialog box, configure the condition you want iar to use when selecting records for the report. In this example, set the condition to is equal to {?operator}, and then click OK, as shown in Figure 33. Figure 33 Setting the record selection condition 27

16. Click the Group Expert icon in the tool bar. The Group Expert dialog box appears. You can break the report data into groups to run calculations on each group of records instead of all the records in the report. 17. Select the field to group the report data by. In this example, select category_name in plat_v_dev to group data by device category, as shown in Figure 34. Figure 34 Specifying a group condition 18. Click OK. The Group Header and Group Footer sections are added to the report template, as shown in Figure 35. Figure 35 Group Header and Group Footer sections 19. Click the Insert Summary icon in the tool bar. 20. In the Insert Summary dialog box, configure the summarizing options for summarizing grouped data, as shown in Figure 36: a. Select the field to summarize from the Choose the field to summarize list. This example uses plat_v_dev.dev_ip. 28

b. Select a summary operation from the Calculate this summary list. This example uses Count. c. Select the Add to all group levels option to add the summary to all group levels. Figure 36 Configuring summarizing options 21. Click OK. The summarizing fields appear on the report template, as shown in Figure 37. Figure 37 Summarizing fields 22. Adjust the field positions on the report template, as shown in Figure 38: Drag the count summarizing fields from the group footer section to the group header section. Drag the field names to the group header section. 29

Figure 38 Adjusting the field positions 23. Insert the report title, as shown in Figure 39: a. Click the Insert Text icon in the tool bar. b. Click the area where you want to insert the report title to create a text box. c. Enter the report title in the text box. This example uses Device Category Statistic. Figure 39 Configuring the report title 24. Format the report title text: a. Right-click the title text and select Format Text from the shortcut menu, as shown in Figure 40 30

Figure 40 Formatting the report title text b. In the Format Editor dialog box, click the Font tab and configure the font parameters as shown in Figure 41: c. Click OK. Select Arial from the Font list. Select Bold from the Style list. Select 24 from the Size list. Set the color to black. 31

Figure 41 Configuring the font settings for the title text 25. Resize the text box to fit the title text, as shown in Figure 42. Figure 42 Report title 26. Insert a logo to the report template: a. Click Insert Picture icon in the tool bar. b. In the Open dialog box, select a logo file and click Open. This example uses the logo.jpb file, as shown in Figure 43. 32

Figure 43 Selecting a logo file c. Place the logo in the upper left corner of the report title area, as shown in Figure 44. Figure 44 Report logo 27. Add a chart to the report template. You can include various types of charts in your report template. This example uses a bar chart. a. Click the Insert Chart icon in the tool bar, and then drag the default chart to the desired position in the report template, as shown in Figure 45. 33

Figure 45 Inserting a chart to the report template b. Right-click the chart and select Chart Expert from the shortcut menu, as shown in Figure 46. Figure 46 Launching the Chart Expert dialog box c. On the Type tab of the Chart Expert dialog box, select a chart type in the chart type list. This example uses the Bar chart type, which is selected by default. 34

Figure 47 Selecting a chart type d. Click the Text tab and configure the title settings as shown in Figure 48. Figure 48 Configuring the title settings 35

28. To hide details in the summary report, right-click the Details section in the section list, and then select Hide (Drill-Down OK) from the shortcut menu, as shown in Figure 49. Figure 49 Hiding the details in the summary report 29. Use the same method to hide the page header, group header, group footer in the report template. For additional functions, see the iar Help. The report template customization is complete. 30. To preview the report template, click the Print Preview icon on the toolbar. 31. In the Enter Values dialog box, enter an operator name. iar will generate the report by using the device data authorized to the specified operator. This example uses admin, as shown in Figure 50. Figure 50 Specifying the operator 32. Click OK. The Device Category Statistic Report appears, as shown in Figure 51. 36

Figure 51 Device Category Statistic Report 33. Click the bar of Desktop to view detailed desktop information, as shown in Figure 52. Figure 52 Viewing the desktop list Adding the report template to IMC After you create the report template in iar, you can add it to IMC so that operators can use the template to generate reports. To add the report template to IMC: 1. Log in to IMC. 37

2. Select Report > Add Report Template, as shown in Figure 53. Figure 53 Accessing the Add Report Template page The Add Report Template page appears, as shown in Figure 54. Figure 54 Add Report Template page 3. Click Upload next to the Template File field. 4. In the Upload Template dialog box, upload the template file and parameter file: a. Click Upload next to the Template File field to upload the.rpt file where the report template is stored. This example uses the test.rpt file, as shown in Figure 55. Figure 55 Uploading the template file 38

b. In the Parameter File area, click Choose File to upload a parameter file. This step is optional. The Parameter File contains parameters that you want the operator to configure before using the template to generate a report. For example, to enable the operator to configure Begin Time and End Time parameters for statistics collection before generating a report, customize the parameter settings in the parameter file shown in Figure 56, and then upload the file to IMC. Figure 56 Parameter file When an operator uses the report template to generate a report, the Set Parameter page displays the parameters defined in the parameter file, as shown in Figure 57. Figure 57 Set Parameter page 5. Click OK. IMC verifies the uploaded files and then closes the Upload Template dialog box. 6. On the Add Report Template page, configure other parameters as shown in Figure 58: 39

a. Select the data source for the report template from the Report Data Source List. This example uses Local(127.0.0.1). b. Enter report template name in the Template Name field. This example uses hello report. c. Select a report template type from the Type list. This example uses Overall Report. d. Select the operator groups that can view the report template. Figure 58 Adding the report template 7. Click OK. The system displays a message that the report template is added successfully. 8. From the top navigation bar, select Report > Report Template List, as shown in Figure 59. Figure 59 Accessing the report template list 9. Click the name of the new report template in the report template list, as shown in Figure 60. 40

Figure 60 Report template list The report page appears, as shown in Figure 61. Figure 61 Viewing the report 41

42