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Creating Reports

Follow the instructions below to create a new email Report.

1. Open the Web browser connected to the CDP Server 3.0 Web Interface and log in.

2. Click on "Reporting" in the Main Menu to open the "Reports" screen.

Standard Edition Advanced Edition Enterprise Edition

3. Then click "Create New Report" in the Reporting menu located in the top left area.

4. The "Create New Report" window opens.

Familiarize yourself with the introductory information and click "Next."

5. On the next page, define a name and subject for the report and choose whether or not to enable it. A report's name must be unique and the report will only run on its schedule if it is enabled.

Click "Next" to proceed to the following step.

6. On the next screen, define how frequently the report will be run. You can choose from the following options:

  • On-demand report - Run when you manually execute it.
  • Minutely report - Defines the period in minutes of report execution. The report will run every X minutes. X can be a value in minutes between 0 and 59.
  • Hourly report - Defines the starting minute of the report. Select the start time (minutes after the hour) the report should run.
  • Daily report - Defines the starting minute and day hours of report execution. Specify the start time in hours and minutes.
  • Weekly report - Defines the start time in hours and minutes and days of week of report execution. Specify the start time in hours and minutes and select one (1) or more week days for the report to run.
  • Monthly report - Defines the start time in hours and minutes and days of month of report execution. Specify the start time in hours and minutes and select which day of the month the report should run (1st to 31st).
  • Yearly report - Defines the start time in hours and minutes, days of month, and months of year of report execution. Specify the start time in hours and minutes, which day of the month the report should run (1st to 31st) and select one (1) or more months for the report to run.

Click "Next" to proceed to the following step.

7. On the next screen, define the receipients for the report. You can choose from users and groups on the CDP server, or specify e-mail addresses to deliver the report to.

Click "Next" to proceed to the following step.

8. On the next screen, select from several filters on which to include or exclude the tasks in the report.

  • Filtering by agent - only include tasks for the specified agents.
  • Filtering by task type - only include tasks of the specified types.
  • Filtering by task state - only include tasks of the specified states.
  • Filtering by task alert - include either tasks with alerts, or tasks without alerts.
  • Filtering by log message level - only include tasks that contain a log message with one of the specified levels.

Click "Next" to proceed to the following step.

If you select any "Filter" option, then the corresponding additional steps arise:

8.1 Choose Agents

On the next screen, choose the agents to filter the report on. Only tasks run for the specified agents will be included in the report. Tasks run against other agents, or not associated with an agent will not be included.

Click "Next" to proceed to the following step.

8.2 Choose Task Types

On the next screen, choose the task types to filter the report on. Only tasks of the specified types will be included in the report. Tasks of other types will not be included. You can choose one ore several of the following task types:

  • Data Protection Policy
  • Restore Files
  • Merge Recovery Points
  • Vacuum
  • Data Base Restore
  • Bare Metal Restore

Click "Next" to proceed to the following step.

8.3 Choose Task States

On the next screen, choose the task states to filter the report on. Only tasks that are in the specified states when the report is run will be included. Tasks that are in other states will not be included, and tasks in unfinished states may change state after the report is run.

Click "Next" to proceed to the following step.

8.4 Choose Task Alerts

On the next screen, choose whether to include tasks with alerts or tasks without alerts.

  • If you choose to include tasks with alerts, only tasks that had an alert at the time the report was run will be included.
  • If you choose to include tasks without alerts, only tasks that had no alerts at the time the report was run will be included.
    An unfinished task without alerts may encounter an alert after the report is run.

Click "Next" to proceed to the following step.

8.5 Choose Log Message Levels

On the next screen, choose the log message levels to filter the report on. Only tasks that have at least one log message at any of the specified levels will be included. Tasks without any log messages at the specified levels will not be included. An unfinished task without any log messages at the specified levels may encounter additional messages after the report is run.

Click "Next" to proceed to the following step.

9. On the next screen, choose from several options for the report:

  • Send the report even if there is no new data since the last time it was run.
  • Include the full alert details, which will include the full-text of the alerts and their associated log messages.
  • Specify a from address for the e-mail to use instead of the CDP server's default.

Click "Next" to proceed to the following step.

10. The next screen provides a short summary of the newly created report.

11. Click "Save" button to add the Report to the system.

12. The Report is created. Click "OK" in the notification pop-up.

13. As the Report is sent by email, make sure that the SMTP Setup is set properly. To reach SMTP Setup, click on "Configuration" menu in the Main Menu.

14. Choose "Server Options" in the Configuration menu.

15. Fill the "SMTP Setup" section and click on "Save" button.

16. You can go to the "Reporting" screen to observe the report details. See Accessing Reporting.

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