Basic | Advanced | Filters | Summaries | Best Practices |
Send a Notification when an SRM Report Has Run
Getting Started with Exchange Server Reports
Managing storage resources is a critical job for any organization, which can be challenging because these resources are distributed across the network. SRM Exchange reports provide a sleek, versatile, and easy-to-use reporting framework that enables you to compare mailbox sizes, display messages that have been archived and display generic information on your Exchange Servers. Customized reporting is available through the selection of filter criteria e.g., individual columns, specific clients, specific client computer groups, report options, and SQL Queries.
Reports are generated from the data collected in a data collection job. The data is then stored on the SRM Server. Schedule your first reports to run after your first data collection jobs have completed. Note that data collection and Report Generation jobs are scheduled independently, at different times and intervals. Thus, you can, for example, collect data nightly, hourly, or on-demand, but generate reports only once per week if desired.
The SRM for Exchange Database iDataAgent collects data only for the default subclient. Data is not collected for any other subclients on the SRM for Exchange Database iDataAgent. Therefore, only data for the default subclient appears in reports. |
Option | Description |
Enable SRM for all backups |
SRM can be enabled from the Agent levels for the iDataAgent.
When Enable SRM is selected at the Agent level, SRM options get enabled for all subclients.
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Run a Backup | A full backup contains all the data that comprises
a subclient's contents. If a client computer has multiple agents installed,
then the subclients of each agent require a full backup in order to secure
all of the data on that client.
You can track the progress of the backup job from the Job Controller window. When the backup has completed, the Job Controller displays Completed. After performing a first full backup you may select any other backup type for performing Data Collection operations. |
The sections below discuss running, scheduling, and saving a report.
You can choose to run a report so that you view it immediately. Alternatively, to view it at a later point in time you can schedule it or save it as a template to a file. When running a report, you can choose an out-of the box template or generate a more customized report by picking and choosing individual columns from a category.
Scheduling allows you to run a report on a user-defined schedule, send it in a different language or format, and configure notifications for specified recipients when the report has run. Reports can be scheduled so that they follow a backup schedule in order to guarantee up-to-date reporting. Scheduling a report involves these tasks:
1. | From the CommCell Browser, click Reports, and then click SRM Report Manager. | |
2. | Expand the applicable tree to view your agent. Then 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. |
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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. |
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6. |
Select the report output options, such as:
Click Next. |
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7. |
Configure the notifications for the scheduled report, such as:
Click Next. Refer to the Actions documentation for more comprehensive information. |
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8. |
In this dialog, select the recipients for the scheduled report. Use the Add> or <Remove buttons to specify CommCell users as the notification recipients. Or, enter one or more email addresses in the Email to Recipients field. Separate multiple addresses with commas. Click Next. |
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9. | Review the summary and if satisfied, click Finish. |
Saving a report allows you to save the filter criteria and schedule information, including notifications, to a template so it can be used to generate a report at a later date. All report templates are saved under My Reports.
1. | Create a report and optionally specify scheduling criteria as explained in Scheduling a Report. Advanced criteria such as Filters will also be saved in the report template. | |
2. | In the right-hand corner, click Save As... and enter a name for the report and click OK. | |
3. | The report template is saved under My Reports. |
Configuring notifications is a step when scheduling a report. For example, when scheduled reports are run, an email notification can be sent to inform the recipient that a report has run and is now available. 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. For a comprehensive description of all notification types, refer to Actions.
1. | From the CommCell Browser, click Reports, and then click SRM Report Manager. | |||
2. | Click Applications or Enterprise. Then click a template to display the Filters window. | |||
3. | Configure the report by specifying clients and columns, report options, and optionally, ad hoc queries. Refer to Options, Report Options, and Filters respectively. | |||
5. | Click Schedule to generate and schedule
the report on a daily, weekly, monthly, yearly, or even one time basis.
Optionally, click Options to repeat sending the report every so many days, or run it for a particular number of times. Click Next. |
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6. | In this dialog, select the report output options,
such as:
Click Next. |
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7. | In this dialog, configure the E-Mail/Pager
notification for the scheduled report as follows:
Click Next. |
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8. | In the User(s) and User Group(s) Selection
dialog, specify the recipients to whom the notification will be sent as
follows:
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9. | Review the summary and if satisfied, click Finish. |
The following illustrates a few possibilities of how Exchange Server reports can be generated and used. For more information that explains the reports comprehensively and how to generate reports using all possible features, refer to Advanced page.
Use this report to compare mailbox sizes of a store so that if a mailbox exceeds a normal capacity for your enterprise, quotas could be increased on the Exchange Server to allocate the additional space that is required.
Use this report to display messages that have been archived and how much media space was required for each archive job run.
Use this report to view the size of the mailboxes per store to aid in restructuring the mailboxes equally across stores. For example, if one store is over-weighted with mailboxes, mailboxes can be redistributed to a store with fewer mailboxes.
Use this report to display generic information on your Exchange Servers and ensure that they are up-to-date.
Use this report to display the information on DAG clients and ensure that they are up-to-date.