PowerProtect Data Manager 19.16 for Cyber Recovery User Guide

Creating a Sync or Analyze report

Use the Sync Report or Analyze Report wizards to create detailed Sync replication or CyberSense Analyze reports and report schedules.

1. From the Main Menu, click Reports > Template Library.
2. On either the Sync Report or Analyze Report tile, click Generate to open the applicable wizard.
   The Generate Report wizard opens. The top right-side of the pane displays the template name.
3. On the Details pane, complete the following fields and click Next:

   Table 1. Details fieldsThe two-column table lists the fields in the Details page in the first column and a corresponding description in the second column.

   Field	Description
   Report Name	Enter a unique name for the report. The report name must start with an alphanumeric character and can include hyphens (-) and underscores (_). It cannot include spaces or special characters.
   Description	Optionally, enter details that describe the report. The maximum number of characters is 400 characters. The description must use alphanumeric characters and can include hyphens (-), underscores (_), periods (.) and spaces, It cannot include special characters. The description must start with an alphanumeric character.
   Type	Select whether you want to schedule a report or if you want to generate an on-demand report immediately after you complete the wizard.

   Subsequent wizard pages list whether the report is scheduled or on demand on the top right-side of the pane.
4. On the Assets pane, click next to the DD system to expand the list and view the associated policies. Then, click Next.
5. Optionally, on the Filters pane, select filter options:
   1. Click Available and display the filter options by either expanding the drop-down list next to the Report Range label or clicking Expand All at the bottom of the pane.
   2. Optionally, modify the report range, which is set to the default of one day. The maximum value is 365 days.
      For an on-demand report, you can also enable the Specific date or Custom range options to set a specified report range. You cannot select future dates.
   3. Click next to the Report Range label or click Collapse All to close the drop-down lists.
   4. Click Selected to list the filter options that you have chosen.
   5. Click Edit to modify the report range values.
   6. Click Generate Preview to preview the report that is based on the filter settings that you have chosen.
      NOTE:If no jobs were performed, the software does not create a report preview and generates an alert.
   7. Optionally, click Preview in popout mode above the displayed preview to view the preview report in a separate window.
   8. Optionally, click Available, modify the filter options, and then click Refresh Preview at the bottom of the Report Preview pane.
   9. Click Next.
6. If you selected a Scheduled report, on the Scheduling pane, specify the range of a report, the start time and date, and its recurrence. Then click Next.
   If you chose an on-demand report, the wizard does not display the Scheduling pane.
7. On the Delivery pane, if you selected On Demand in the Details step of the wizard (see step 3 of this procedure), do the following. Otherwise, got to step 8.
   • Click Download Now (csv) so that the report is downloaded when you complete the wizard, click Next, and go to step 10.
   • Click Send as an Email to deliver an email message with the report. Go to step 9.
   • Click both Download Now (csv) and Send as an Email. Go to step 9.
8. On the Delivery pane, do one of the following:

   • Disable the Send as an email option to generate a report that you can view and then download manually, and click Next. You can edit the schedule to add the email delivery option at any time.

   • Enable the Send as an email option to send a report in an email message. Go to the next step.
9. On the Delivery pane, complete the following fields, and click Next:

   Table 2. Email fieldsThe two-column table lists the fields in the Email page in the first column and a corresponding description in the second column.

   Field	Description
   Email Subject (required)	Enter a meaningful subject line.
   Recipients (required)	Click Add recipients, enter an email address, and press Enter. To add another email address, click Add additional recipients and enter another email address. NOTE:If domain restrictions are enabled, only email addresses in the allowed domains receive the report. When the report is generated, a critical alert lists the users and report schedules that are associated with email addresses that are not allowed.
   Cc	Optionally, click Add recipients and enter an email address to send a copy of the mail.
   Bcc	Optionally, click Add recipients and enter an email address to send a blind copy of the mail.
   Message	Optionally, enter a message. The maximum number of characters is 400 characters.
   Send Report Output As	Select if you want the report to be: A .csv file attachment Embedded in the body of the email Both a .csv file attachment and embedded in the body of the email

10. Review the Summary pane and:
    • Click Edit on the right or the step on the left to return to a specific pane to modify information such as the filter and asset selection.
    • Click Preview Report icon the Filters row to preview the report.
    • Click Back to return to the previous panes to modify the information.

    • For an on-demand report, click Generate if you are satisfied with the summary information and want to create the report.

      The following occurs:

      • An informational message indicates that the report was generated and provides a link to view the report.
      • Depending on the settings that you selected on the Delivery pane, the report is downloaded or sent as an email message.
      • The Generated Reports page lists the report and its status.
      • There is no entry on the Scheduled Reports page.

    • For a Scheduled report, click Schedule if you are satisfied with the summary information and want to create the report.

      The following results occur:

      • A message indicates that the report has been scheduled.
      • A message indicates that an email message is sent when the report runs.
      • A link to the Scheduled Reports pane, which lists the report schedule, is displayed.
    NOTE:If you run a report that is configured such that no Sync or Analyze jobs were performed for the specified time range and filter settings, the report status is displayed as Failed w/ Exceptions. For a Successful status, modify the configuration and specify a time range and filter settings that include license data.