Adding a Scheduled Report Component

Using Universal Scheduled Reports gives you the ability to schedule reporting for multiple appliances at the same time, combined into a single report. The Scheduled Reporting is a wizard based tool that guides you through the steps for creating a scheduled report by manually selecting reports from the report listing or picking a template created in the section Using the Manage Templates Component , selecting a theme (cover logos, font colors, title, sub title), reporting properties (out put format, language), scheduling a type (weekly, monthly), and choosing a destination (up to five email addresses can be added for a single report). This section contains the following subsections:

•	Searching for a Group or Device

•	Creating a Universal Scheduled Report

Searching for a Group or Device

The Search option allows you to filter the Group/Device list by manually entering a device in the search text field and selecting it from the search pull-down list. You can further filter the Group/Device list by clicking the View pull-down and selecting a view type. The following example guides you through the Device List search process, detailing the versatility of the Universal Scheduled Reports > Configuration Manager search options.

Example

In this example we are using the Configuration Manager search options to find a SonicWALL TZ 210 wireless-N device in the Device List.

NOTE: Navigate to Universal Scheduled Reports > Add A Scheduled Report. The Monitor tab is only available for SonicWALL GMS.

 

1	Select the Firewall tab, located at the top of the Configuration Manager window.

2

Click the View pull-down, then select a view type from the list. In this example, we are selecting Model View (Global View is selected by default), because we are searching for an exact appliance model. You can also filter the Device List by Firmware View, Global View, Instance View, Status View, or Gateway.

The Device List displays all the appliance models.

 

3	Select the Model: TZ 210 wireless-N.

A list of devices for that appliance model displays.

NOTE: Notice that the search history bar populates each time you filter the list. You can use this to navigate back to previous search results.

 

You can also click the Search text-box (if you know the exact name of the device), then manually enter the device name or select the device from the pull-down list.

 

4	Click the Arrow icon to schedule a report for that appliance. Refer to Creating a Universal Scheduled Report for configuration procedures.

 

Creating a Universal Scheduled Report

The Universal Scheduled Reports > Configuration Manager allows you to create a single report for multiple appliance models/devices at a group and unit level. The following example guides you through the report configuration process, including: selecting reports, general information, theme Information, and permissions management, detailing the versatility of Universal Scheduled Reporting.

In this example we are using the Configuration Manager to schedule a single report for a Firewall appliance model (group level) and SRA devices (unit level).

Selecting Reports

1	Navigate to Universal Scheduled Reports > Add a Scheduled Report.

NOTE: The Monitor tab is only available for SonicWALL GMS.

 

2	Select the Firewall tab, located at the top of the Configuration Manager window.

3	Search for the TZ 210 wireless-N model group. Refer to steps 1-3 in Searching for a Group or Device .

4	Click the Arrow icon for the Model: TZ 210 wireless-N.

The Reports tab displays in the Reports List.

 

5	Click the Reports tab, then select the check boxes for reports you wish to include or click the Use Templates link to choose a template you created.

NOTE: When you select reports in the Reports and Policies tabs, they populate in the list of Selected Reports located on the right side of the Configuration Manager page. The Selected Reports panel allows you to organize the list by dragging and dropping reports/devices, collapse the reports lists for each device (clicking the arrow next to the device name), and add a note to a report/device.

6	Click the Policies tab, then select the check boxes for the policies you wish to include or click the Use Templates link to choose a template you created.

 

The reports for the Firewall model group are now selected, next is choosing reports for the SRA device.

7	Select the SRA tab.

The SRA models display in the Device List.

 

8	Click the Model: SRA 2000.

The Device List displays all the SRA 2000 devices.

 

9	Click the Arrow icon for the SRA 2000 5408.

The Reports window displays in the Reports List.

10	Select the check boxes for the reports you wish to include or click the Use Templates link to choose a created template.

NOTE: The SRA only offers a Reports tab (no Policies tab).

 

11	Click Next.

General Information

The General Information page displays.

NOTE: The settings entered in the Task Info, Format/Settings, and Email/Archive Info sections, populate in the Configurations panel located on the right side of the General Information page.

 

12	Enter the following in the Task Info panel:

•	Task Name: Example Report 1

•	Task Description: This is an example for configuring a Universal Scheduled Report

13	Select the following in the Format/Settings panel:

•	Report Type: Daily, Weekly, or Monthly

•	Report Format: PDF or XML If XML is selected, the following changes to the management interface occur:

•	The Single XML per Report radio buttons display. If you select Yes, one XML file per report will be generated. In this scenario, the number of XML files created is equal to the number of reports chosen.

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•	The ZIP Password Protection option is grayed out.

•	Report Language: English, Japanese, Chinese (Simplified), Chinese (Traditional), or Spanish

•	Report Rows Display: 20, 50, 100

•	Disable the Report: Yes or No

•	Zip the Report: Yes or No

•	PDF Password Protect: Yes or No (If Yes is selected, a pop-up window appears and prompts you to enter the Password)

 

14	Click the Archive check box to save a PDF/XML report to a folder.

 

15	Complete the following in the Email / Archive Info panel:

•	Click E-mail to send a PDF report to an email account or alias. The Email configuration options display.

 

•	Click the E-Mail Destination pull-down, then select an Administrator, Appliance User, or Enter multiple Adhoc Users.

•	Click Add after each selected destination. The E-Mail Destination populates in the list.

 

NOTE: Multiple destinations can be sent in a single E-mail.

•	Enter the E-mail Subject: Weekly Firewall and SRA Report

•	Enter the E-Mail Body: This Universal Scheduled Report contains the SonicWALL TZ 210 wireless-N group and SRA 2000 unit

 

•	Click Archive to save a PDF/XML report to a folder.

•	Archive Folder path: C:\GMSVP\ArchiveReports

 

16	Click Next.

Theme Information

The Theme Information page displays. If XML is selected from the General Information page, the Theme Information page is not displayed.

NOTE: The settings entered in the Cover Page and Report Page panels automatically update in the image located on the right side of the Theme Information page. To preview the cover / report pages, select the Cover Page or Report Page tab.

 

17	Select / Enter the following in the Cover Page panel:

•	Cover Logo: Select a logo (click the pull-down and select a cover logo image) or Upload a logo (click Browse and Preview to upload a logo)

•	Cover Title: Enter a name (Weekly Data Usage Report) for your Universal Scheduled Report, then select or enter the foreground and background colors

•	Cover Subtitle: Enter a subtitle (U.S Engineering Department) for your Universal Scheduled Report, then select or enter the foreground and background colors

 

18	Select or enter the following in the Report Page panel:

•	Report Title: Foreground and Background colors

•	Report Description: Foreground and Background colors

 

19	Click the Cover Page and Report Page tabs to preview your Universal Scheduled Report.

 

20	Click Next to manage permissions. Continue to the next step. OR Click Finish to complete the report. The report is now scheduled and can be found in the Universal Scheduled Report > Manage Scheduled Reports page.

NOTE: When the Universal Scheduled Report PDF is exported, a table of contents is created. This allows you to quickly browse through your scheduled reports.

21	In the Users panel, select users that you want to give permission to resend or manage this scheduled report. The selected users populate in the Selected Users panel.

NOTE: —Only the Schedule Report Creator can assign permission resend and manage privileges to other users.—If the Scheduled Report contains reports for multiple units and multiple reports, then the grantee should have permissions to the units and reports which are included for the scheduled report.—Users under the Administrators group have access to all the schedule reports.

22	In the Action Permissions panel, click the check box for the type of permissions to give the selected user:

•	Resend—users with permissions to resend can only run the report.

•	Manage Scheduled Report—users with manage permissions can run and edit (manage) the report.

 

23	Click Finish to complete the report. The report is now scheduled and can be found in the Universal Scheduled Report > Manage Scheduled Reports page.