SRM for Exchange - Reports

Basic Advanced Filters Summaries Best Practices  

Table of Contents

Overview

Report Features

Options

Report Options

Filters

Actions

Forecasting

Copy Chart

Categories and Columns

Overview

SRM reporting provides a sleek, versatile, and easy-to-use reporting framework that enables you to easily and effectively choose, view, and analyze vital data. Enterprise and application-based reports can be rapidly generated with out-of-the-box templates or customized with filter criteria. Reports can be run immediately or scheduled to run daily, weekly, monthly, etc.

In essence, SRM Exchange reports provide these features:

The following sections describe the SRM Exchange reporting features in more detail.

Report Features

The following features are provided by SRM Reports.

Options

Out-of-the box templates provide pre-selected columns and can be run immediately after selecting clients or client computer groups. To generate a customized report, you can start with a template and then alter the pre-selected columns by adding or removing the columns. Note that when selecting clients, SRM data collection must be enabled and a full backup needs to have run for the Agent in order to have up-to-date information presented in the report.

Pay particular attention when specifying filter criteria. Selecting criteria judiciously will aid in generating a useful report. Otherwise, the report may be too cumbersome and cluttered.

To filter a SRM Report:

1. From the CommCell Browser, click Reports, and then click SRM Report Manager.  
2. Expand the applicable tree to view your agent. Then select your agent and click a template to display the Options window.  
3. Click the Client Selection tab and select the client computers or client computer group. This is a required step.  
4. Click Column Selection tab.

For an out-of-the-box template, the columns are displayed here. To change the columns, select a category and click Add or Remove to move the columns between the Available and Selected boxes. Clicking Remove All will remove all previously selected filters for the reports.

The columns that can be selected are listed in Available Columns.

Report Options

The report options control how data is presented in the report. Either accept the defaults or modify the options as described below.

To specify report options of a SRM Report:

1. From the CommCell Browser, click Reports, and then click SRM Report Manager.  
2. Expand the applicable tree to view your agent. Then select your agent and click a template to display the Options window.  
3. Click the Report Options tab and click the General tab to modify these options:  
  • Determine the Data Size Unit in the table section of the report and when building ad hoc queries.  You can elect to have them converted for you automatically by selecting Convert data size automatically or you can specify the unit (e.g., Bytes, KB, MB, GB, MB, TB, PB). Default is GB.
  • Either accept the default number of 100 rows to display in the entire report or enter a new number in Limit number of rows to output.
  • Specify the number of rows to display in the report before breaking the page. Either accept the default of 100 or enter a new number in Number of rows per page.
  • For the columns selected, use the up and down arrows to move the sorting order of the columns in Set Sorting Order of Rows to Return. Also specify if you want ascending (ASC) or descending (DESC) order. For example, moving a column to the Top of the sorting order will filter the data base on that order first, followed by the rest of the columns. Select OFF to not include the column in the sort.
 
4. Click the Report Options tab and click the Chart Options tab to modify these options:
  • If you want to switch the X/Y Axes in the charts, click Switch X/Y Axis.
  • Select the columns in Values and Labels that should be displayed in the chart. To preserve charting space, only the first 25 characters for a label are visible in the report. To see the entire label, hover over the label with the mouse.
  • Specify the Data Size Units in Chart (e.g., BYTES, KB, MB, GB, MB, TB, PB) that you want displayed in the charts.
  • Enter the e Maximum Number of Bar Points Per Chart you want displayed, or click Draw all Bar Points to have all possible bar points drawn. Default is 10.

Filters

For the columns selected, Filters can also be applied to further refine the data in the report.

Selecting the Get Query tab will display the SQL query in long notation that will be used to get the data and generate the report. The query that is displayed is Read-only and can be used in a third-party SQL application, such as SQL Server Management Studio.

Actions

Configuring notifications is a step when scheduling a report. When scheduled reports are run, notifications can be sent in the form of an email or page, SNMP trap, RSS feed, Event Viewer message to inform email recipients, computers, or a script that a report has run and is now available. The possible notifications are explained in the sections below.

E-mail/Pager Address

A notification can be sent to email or pager recipients when a scheduled report has run. The recipient can be either a CommCell user, a CommCell user group, a domain or external user (e.g., yahoo, gmail, etc.), or a pager address.

A notification can be e-mailed or sent to a pager to a selected list of recipients when a scheduled report has run. The recipients can be either a CommCell user, a CommCell user group, a domain or external user (e.g., yahoo, gmail, etc.), or a pager address.

To configure an Email/Pager notification when a scheduled report has run:

1. From the CommCell Browser, click Reports, and then click SRM Report Manager.  
2. Expand the applicable tree to view your agent. Then select your agent and click a template to display the Options window.  
3. Configure the report by specifying clients and columns, report options, and optionally, ad hoc queries.  
5. Click Schedule to generate and schedule the report on a daily, weekly, monthly, yearly, or even one time basis.

Optionally, click Report Options to repeat sending the report every so many days, or run it for a particular number of times.

Click Next.

 
6. In this dialog, select the report output options, such as:
  • Format - select MHTML, EXCEL, or PDF.
  • Specify a path in Destination Path if you want to save the report to a local drive or network share.

Click Next.

 
7. In this dialog, configure the E-Mail/Pager notification for the scheduled report as follows:
  • Click Select [E-Mail/Pager] for notification.
  • Either accept default format or add more tokens by selecting a token from the pulldown menu and clicking Add Token. The tokens are explained in Alert Tokens. Click Use default message to revert back to original default format.

Click Next.

 
8. In the User(s) and User Group(s) Selection dialog, specify the recipients to whom the notification will be sent as follows:
  • To add or remove CommCell users or a CommCell user group, select a user in the Available or Selected boxes and click Add> or <Remove.
  • To specify a domain or external user (e.g., yahoo, gmail, etc.) or a pager address, enter the email address in Email to Recipients field. Separate multiple addresses with a comma.
 
9. Review the summary and if satisfied, click Finish.  

SNMP Traps

A notification can be sent by a CommServe, using the SNMP protocol, to other computers in the form of SNMP traps when a scheduled report has run. This notification type requires that the SNMP Enabler software must be installed on the CommServe computer. See SNMP Enablers for more information.

To configure an SNMP Trap notification when a scheduled report has run:

1. From the CommCell Browser, click Reports, and then click SRM Report Manager.  
2. Expand the applicable tree to view your agent. Then select your agent and click a template to display the Options window.  
3. Configure the report by specifying clients and columns, report options, and optionally, ad hoc queries.  
4. Click Schedule to generate and schedule the report on a daily, weekly, monthly, yearly, or even one time basis.

Optionally, click Report Options to repeat sending the report every so many days, or run it for a particular number of times.

Click Next.

 
5. In this dialog, select the report output options, such as:
  • Format - select MHTML, EXCEL, or PDF.
  • Specify a path in Destination Path if you want to save the report to a local drive or network share.

Click Next.

 
6. Click the SNMP tab and configure this notification type as follows:
  • Click Select [SNMP] for notification.
  • Either accept default format or add more tokens by selecting a token from the pulldown menu and clicking Add Token. The tokens are explained in Alert Tokens. Click Use default message to revert back to original default format.

Click Next.

 
7. Review the summary and if satisfied, click Finish.  

Event Viewer

A message can be sent to the Event Viewer on the CommServe when a report is run or scheduled.

To configure an Event Viewer notification when a scheduled report has run:

1. From the CommCell Browser, click Reports, and then click SRM Report Manager.  
2. Expand the applicable tree to view your agent. Then select your agent and click a template to display the Options window.  
3. Configure the report by specifying clients and columns, report options, and optionally, ad hoc queries.  
4. Click Schedule to generate and schedule the report on a daily, weekly, monthly, yearly, or even one time basis.

Optionally, click Report Options to repeat sending the report every so many days, or run it for a particular number of times.

Click Next.

 
5. In this dialog, select the report output options, such as:
  • Format - select MHTML, EXCEL, or PDF.
  • Specify a path in Destination Path if you want to save the report to a local drive or network share.

Click Next.

 
6. Click the Event Viewer tab and configure this notification type as follows:
  • Click Select [Event Viewer] for notification.
  • Either accept default format or add more tokens by selecting a token from the pulldown menu and clicking Add Token. The tokens are explained in Alert Tokens. Click Use default message to revert back to original default format.

Click Next.

 
7. Review the summary and if satisfied, click Finish.  

Running a Script

A notification can be sent to a script when a scheduled report has run. Once receiving the notification, the script can be specified to run on the CommCell or a client computer. Arguments can be specified for the script as well. You can also select an option to read and archive a list of files and directories of a report if a supported Archiver Agent is installed on the client computer and an On Demand Archive Set is configured with SRM enabled.

To configure a notification to run a Script when a scheduled report has run:

1. From the CommCell Browser, click Reports, and then click SRM Report Manager.  
2. Expand the applicable tree to view your agent. Then select your agent and click a template to display the Options window.  
3. Configure the report by specifying clients and columns, report options, and optionally, ad hoc queries.  
4. Click Schedule to generate and schedule the report on a daily, weekly, monthly, yearly, or even one time basis.

Optionally, click Report Options to repeat sending the report every so many days, or run it for a particular number of times.

Click Next.

 
5. In this dialog, select the report output options, such as:
  • Format - select MHTML, EXCEL, or PDF.
  • Specify a path in Destination Path if you want to save the report to a local drive or network share.

Click Next.

 
6. Click the Run Command tab and configure this notification type as follows:
  • Click Select [Run Command] for notification.
  • Select either Run on CommCell or Run on Client to specify where to run the script.
  • Click either Use Local Drive or Use Network Share to specify the location of the script.
  • Click Change... if you need to provide user account credentials so the script has the correct permissions to run. Specify a Windows User Account with the appropriate privileges to access the scripts directory. User impersonation requires that the specified user have write permissions to the scripts directory; otherwise, the user impersonation account may not take effect. This is especially true if the associated computer is not part of a domain and if the user is not a domain user.
  • Click Browse or enter a path where the script is located in Command Script Location.
  • Click Browse or enter in arguments in Arguments to be passed to the script while running.

Click Next.

 
7. Review the summary and if satisfied, click Finish.  

Run Data Archiver

A notification can be sent to run a Data Archiver operation when a scheduled report has run. You can select an option to read and archive a list of files and directories of a report if a supported Archiver Agent is installed on the client computer and an On Demand Archive Set is configured with SRM enabled. For the Data Archiver schedule to run successfully, archive rights on the client computer are required.

To configure a notification to run a data archiver operation when a scheduled report has run:

1. From the CommCell Browser, click Reports, and then click SRM Report Manager.  
2. Expand the applicable tree to view your agent. Then select your agent and click a template to display the Options window.  
3. Configure the report by specifying clients and columns, report options, and optionally, ad hoc queries.  
4. Click Schedule to generate and schedule the report on a daily, weekly, monthly, yearly, or even one time basis.

Optionally, click Report Options to repeat sending the report every so many days, or run it for a particular number of times.

Click Next.

 
5. In this dialog, select the report output options, such as:
  • Format - select MHTML, EXCEL, or PDF.
  • Specify a path in Destination Path if you want to save the report to a local drive or network share.

Click Next.

 
6. Click the Run Data Archiver tab and configure this notification type by selecting Run Data Archiver if a supported Archiver Agent is installed on the client computer and an On Demand Archive Set is configured with SRM enabled. In this case, the list of files and directories of the report will be read and an archive operation will be performed on the default subclient of the archive set.

Click Next.

 
7. Review the summary and if satisfied, click Finish.  

RSS Feeds

A notification can be sent in a Really Simple Syndication (RSS) feed when a scheduled report has run. The RSS feed can be automatically integrated with your Web Browser. 

To configure a RSS Feed notification when a scheduled report has run:

1. From the CommCell Browser, click Reports, and then click SRM Report Manager.  
2. Expand the applicable tree to view your agent. Then select your agent and click a template to display the Options window.  
3. Configure the report by specifying clients and columns, report options, and optionally, ad hoc queries.  
4. Click Schedule to generate and schedule the report on a daily, weekly, monthly, yearly, or even one time basis.

Optionally, click Report Options to repeat sending the report every so many days, or run it for a particular number of times.

Click Next.

 
5. In this dialog, select the report output options, such as:
  • Format - select MHTML, EXCEL, or PDF.
  • Specify a path in Destination Path if you want to save the report to a local drive or network share.

Click Next.

 
6. Click the RSS Feeds tab and configure this notification type as follows:
  • Click Select [RSS Feeds] for notification.
  • Either accept default format or add more tokens by selecting a token from the pulldown menu and clicking Add Token. The tokens are explained in Alert Tokens. Click Use default message to revert back to original default format.
  • Specify the feed location in Select/Enter the Feed Location field.

Click Next.

 
7. Review the summary and if satisfied, click Finish.  

Forecasting

Forecasting is prediction of data usage in future, based on the usage pattern in the past. Since Prediction allows visualizing data usage in future, it helps make business decisions accordingly. Prediction is available on history reports and it can be done based on Daily/weekly/Monthly data. In the graphs, prediction lines are shown as thin lines while the actual usage is shown as thick lines.

Copy Chart

When viewing a report in the CommCell Console, you can copy any chart to the clipboard in .bmp format by right-clicking the chart and selecting Copy Chart. This allows you to easily copy a chart into other applications. Note that the Copy Charts function is not compatible with Microsoft WordPad.


Categories and Columns

The following table lists the available SRM Exchange Agent categories and columns that can be selected to configure a customized report. 

Category/Column Description  SRM Exchange Agent
Discovery Job Discovery and Analysis Job
Client Properties Displays aspects of the client computer on which the SRM Exchange Server Agent is installed.    
Hostname    
Memory    
Operating System    
OS Vendor    
OS Version    
Processors    
Service Pack    
SP Version    
Time Zone    
DAG Displays information of mailbox servers as part of a database availability group (DAG), which provides automatic recovery at the individual mailbox database level instead of at the server level.    
Admin Display Name    
Alternate Witness Server    
Alternate Witness Directory    
Database Availability Group IPv4 Addresses    
Datacenter Activation Mode    
Distinguished Name    
Exchange Version    
GUID    
Is Valid    
Name    
Network Compression    
Network Encryption    
Network Names    
Object Category Exchange -2010 do not support Public Folder Object Category.  
Object Class    
Operational Servers    
Organization Id    
Originating Server    
Primary Active Manager    
Replication Port    
Runspace Id    
Servers    
Started Mailbox Servers    
Stopped Mailbox Servers    
Third Party Replication    
When Changed    
When Created    
Witness Directory    
Witness Server    
Exchange Entities Displays overall aspects per each computer selected (e.g., computer name, host group, etc.).    
Administration Group    
Client Computer Group  
Collection Status    
Collection Time    
Computer    
Exchange Server Name    
Folder Tree    
Mailbox Store    
Public Folder    
Public Store    
Storage Group    
Mailbox Distribution by Message Count Displays a list of mailboxes per message counts (e.g., computer name, host group).    
Group    
Item Count    
Total Size    
Type    
Mailbox Distribution by Size Displays sizes of mailboxes (total size, type, item count, and group).    
Group    
Item Count    
Total Size    
Type    
Mailbox Store Details Summarizes aspects of mailbox stores (i.e. database that contains the mailboxes) and compares the relative sizes of the mailbox stores in your enterprise.

 

   
Copies    
Copy Servers    
Database    
Healthy Copy Servers    
Mailbox    
Mailbox Archived Item Count    
Mailbox Archived Space Saved    
Mailbox Item Count    
Mailbox Size    
Mailbox Store Size    
Mailboxes Total Size    
Mounted Server    
Prohibit Send Quota    
Prohibit Send Receive Quota    
Streaming Database    
Total Mailboxes Archived Space Saved    
Warning Quota    
Mailbox Store History Displays store size and mount status from past data collections of each mailbox store over time. Used for trending purposes.    
As Of    
Mounted    
Size    
Message Distribution by Age Displays graphs showing message age distribution by total count and total size as well as a list of mailboxes by computer, exchange server, storage group, mailbox store, mailbox, group, count, size, and type.    
Group    
Item Count    
Total Size    
Type    
Message Distribution by Attached File Type Displays graphs showing message attached file type distribution by total size and by file count.    
Group    
Item Count    
Total Size    
Type    
Physical Devices Displays graphs showing partition count, block counts, unallocated space, cost category, and allocated space.    
Allocated Space    
Block Counts    
Block Size    
Capacity    
Computer    
Cost Category    
Disk Name    
Interface    
Manufacturer    
Partition Count    
Serial Number    
Public Folder Distribution by Size Displays graphs showing public folder total size and public count distribution by size.    
Group    
Item Count    
Type    
Total Size    
Public Folder Object Distribution by Modification Age Displays graphs showing public folder object modification age distribution by total size and by object.    
Group    
Item Count    
Total Size    
Type    
Public Folder Object Distribution by Type Displays graphs showing public folder object space usage distribution by type and count distribution by type.    
Group    
Item Count    
Total Size    
Type    
Public Store Details Summarizes aspects of public stores and compares the relative sizes and other characteristics of the public stores present in your enterprise.    
Database    
Maximum Item Size    
Mounted    
Prohibit Post Quota    
Public Folder Item Count    
Public Folder Size    
Public Folders Total Size    
Public Store Size    
Server Name    
Streaming Database    
Warning Quota    
Public Store History Displays store size and mount status from past data collections of each public store over time. Used for trending purposes.    
As Of    
Mounted    
Size    
Server Details Summarizes aspects of the Exchange server.    
Back End Type    
Circular Logging Enabled    
Client Access Type    
Edge Transport Type    
Front End Type    
Hub Transport Type    
Log File    
Mailbox and Public Stores Total Size    
Mailbox Stores    
Mailbox Stores Total Size    
Mailbox Type    
Message Tracking Enabled    
Public Stores    
Public Stores Total Size    
Service Pack    
Storage Group Size    
Storage Group Volume    
Subject Logging Enabled    
System File    
Unified Messaging Type    
Version    
Zero Database Enabled    
Storage Group History Displays storage group size (including the log files and system size) from past data collections and growth tracking of each storage Group over time. Used for trending purposes.    
As Of    
Size    
Subclient Details Displays total size and count of mailboxes and public folders on each Exchange Server, per subclient.    
Mailboxes    
Public Folders    
Subclient    
Total Mailbox Size    
Total Public Folder Size    
Total Size    

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