SRM Reports - How To

Topics | How To | Troubleshoot | Related Topics

Run/Schedule a Report

View Report Details

Configure Reporting Server Credentials

Add/Delete Reporting Service Account

Configure File Categories for Reports

Configure Time Categories for Reports

Configure Top 'N' Category Counts for Reports

Configure IIS for Windows Server 2008

Configure SQL Server Reporting Services

Run/Schedule a Report

Required Capability: Capabilities and Permitted Actions

To schedule a report:

1. In the CommCell Browser, expand Report Manager, right-click a report, and select Schedule Report.
2. In the Schedule Details dialog box, select a Report Name and Schedule and Start Time for the report.

   Only if you select the One Time Schedule Policy do you need to specify a Date and Time. To run it immediately, accept the default start time.

3. To create a custom schedule for this report, click Edit, and enter the appropriate parameters in the Schedule Details dialog box.
4. If Predictive Trending is available for the report, you can optionally select Trending.
5. Click OK.

View Report Details

Required Capability: Capabilities and Permitted Actions

To view details of a report:

1. In the CommCell Browser, expand Report Manager and select a report.
2. The Report History window displays the copies of that report which have been run.
3. Select a report, and click View.
4. At the prompt, enter the User Name and Password configured in Reporting Server Credentials for viewing reports. The report will be displayed in your web browser.

Configure Reporting Server Credentials

Required Capability: Capabilities and Permitted Actions

To configure Reporting Server credentials:

1. From the Tools menu in the CommCell Console, click Control Panel.
2. Double-click the SRM Reporting Credentials.
3. In the Reporting Server Credentials dialog box, enter the appropriate information for each field. Refer to the Reporting Server Credentials for more information.
4. Click OK to save your changes and close the dialog box.

Add/Delete Reporting Service Account

Required Capability: Capabilities and Permitted Actions

To add or delete a Reporting Service account:

1. From the Tools menu in the CommCell Console, click Control Panel.
2. Double-click the SRM Reporting Service Accounts.
3. In the Reporting Services Account dialog, perform one of the following:
   • To add an account, click Add. In the Add Reporting Service Account dialog, enter the domain and user/group name for the account to which you are granting permission to view SRM reports. Click OK to save your changes and close the dialog box.
   • To delete an account, select it from the list and click Delete. You cannot delete an account with Administrator rights in the domain.
4. In the Reporting Services Account dialog, click Close.

Configure File Categories for Reports

Required Capability: Capabilities and Permitted Actions

To configure file categories for reports:

1. In the CommCell Browser expand Reports and right-click SRM Report Manager, select Configure File Categories.
2. In the Configure File Categories dialog box:
   • Select the agent for which you want to configure File Categories.
   • Select a File Category to add, delete, or edit associated extensions.
     • To add an extension, type the new extension, and click Add to save it.
     • To delete an extension, select it from the list, and click Delete.
     • To edit an extension, select it from the list, make the changes, then click Edit to save your changes.
   • Optionally, click Reset to return all categories to their default configuration (see Default File Categories).
3. Click OK to save your changes and close the Configure File Categories dialog box. You can also click Apply to save any changes to the current Agent configuration, and then repeat this procedure from step 2 to configure File Categories for other agents.

Configure Time Categories for Reports

Required Capability: Capabilities and Permitted Actions

To configure Time Categories for reports:

1. In the CommCell Browser expand Reports and right-click SRM Report Manager, select Configure Time Categories.
2. In the Configure Time Categories dialog box, select an Agent for which you want to modify Time Categories.
3. For each Interval:
   • Specify a Name for each custom Time Category.
   • Select the minimum number of days in the time range, or select None.
   • Select the maximum number of days in the time range, or select Unlimited.
4. Click OK to save your changes and close the Configure Time Categories dialog box, or click Apply to save your changes for the currently selected Agent, and repeat this procedure from Step 2 to configure Time Categories for other Agents.

Configure Top 'N' Category Counts for Reports

Required Capability: Capabilities and Permitted Actions

To configure category counts for Top 'N' reports:

1. In the CommCell Browser expand Reports and right-click SRM Report Manager, select Configure Top 'N' Categories.
2. In the Configure Top 'N' Category Counts dialog box, change the count for each Agent for which you want to modify the Category Count in reports.
3. Click OK to save your changes and close the Configure Top 'N' Category Counts dialog box.

Configure IIS for Windows Server 2008

Required Capability: Capabilities and Permitted Actions

To configure IIS and enable appropriate roles for Windows Server 2008:

1. Click Start, and then click Server Manager.
2. In Server Manager, right click Roles, and then click Add roles. The Add Roles Wizard window is displayed.
3. In the Add Roles Wizard, click Server Roles.
4. Select the Web Server (IIS) check box from Server Roles, and click Next to continue.

   When the Web Server (IIS) check box is selected, the File Server check box is automatically selected due to role dependency.

5. On the Role Services page, expand Common HTTP Features, and select the following check boxes:
   • Static Content
   • Default Document
   • Directory Browsing
   • HTTP Errors
   • HTTP Redirection
6. Expand Application Development, and select the ASP.NET, ASP, and CGI check boxes.

   If you are prompted to add required role services, click OK.

7. Expand Security, and select the Basic Authentication and Windows Authentication check boxes.
8. Expand Management Tools, expand IIS 6 Management Capability, and select the following check boxes:
   • IIS Metabase Compatibility
   • IIS 6 WMI Compatibility
   • IIS 6 Scripting Tools
   • IIS 6 Management Console
9. Click Next, and then click Install.

   If all these features are not enabled, the Reporting Services option does not appear in the Feature Selection dialog box of the SQL Server Setup program.

Configure SQL Server Reporting Services

Required Capability: Capabilities and Permitted Actions

To configure SQL Server Reporting Services:

1. Click Start -> Programs -> Microsoft SQL Server 2005-> Configuration Tools, and then click Reporting Services Configuration.
2. For Report Server Virtual Directory click New and select Default value and Click OK.
3. For Report Manager Virtual Directory click New and select Default value and Click OK.
4. For Windows Service Identity select Built-in Account as Network Service and click Apply.
   • For Encryption Key Information, provide Password, location for the Key File and click OK.
   • For SQL Server Connection Dialog, provide Credentials Type (Current User-Integrate Security) and click OK.
5. For Web Service Identity:
   • For Report Server select New and type ReportServer in Application Pool Name using Built-in Account as Network Service and click OK.
   • Select ReportServer from the drop down window under Report Manager and select Apply.

     For SQL Server Connection Dialog, the Credentials Type (Current User-Integrate Security) gets selected by default, click OK.

6. For Database Setup:
   • Click on Connect to database.
   • For Database Name click New.
   • For SQL Server Connection Dialog, specify Server/Instance Name, the Credentials type (Current User-Integrate Security) gets selected by default, type ReportServer$<instance_name> in Database Name and click OK.

     Verify the ReportServer$<instance_name> and ReportServerTempDB databases are created in SQL management studio.

     For the database name, it is recommended to specify it as ReportServer$<instance_name>. However, any name can be entered for the Report Server.

   • In Database Connection screen, select Windows Credential for Credentials Type and add the Account Name (Domain Admin) and Password.
   • Click Apply.
7. For Initialization, ensure it is Initialized.
8. Click Exit.