NetBackup IT Analytics User Guide

Last Published:
Product(s): NetBackup IT Analytics (11.2)
  1. Introduction
    1.  
      Overview
    2.  
      Licensed modules
    3.  
      NetBackup IT Analytics components
  2. Understand the Portal
    1.  
      Overview
    2.  
      Portal access
    3.  
      Portal overview
    4.  
      Navigating with search
    5.  
      Valid entries for search
    6.  
      Search results view: Narrowing the scope
    7.  
      Filtering data in management grids
    8.  
      Advanced filtering
    9.  
      Customizing advanced filter logic
    10.  
      Saving advanced filters (Inventory)
    11.  
      Advanced filtering examples
    12.  
      Advanced filter operators
    13.  
      Clear advanced filters
    14.  
      Delete saved advanced filters
    15.  
      Select columns on management pages
    16.  
      Detect alerts in the inventory
    17.  
      About the Inventory tab
    18.  
      About the Reports tab
    19.  
      Reports tab keyboard shortcuts
    20.  
      Reports tab basics
    21.  
      Templates, reports, and dashboards overview
    22.  
      About the Alerts tab
    23. About the Admin tab
      1.  
        Users
      2.  
        Domains
      3.  
        Chargeback
      4.  
        Solutions
      5.  
        Data Collection
      6.  
        Reports
      7.  
        Advanced
  3. Explore your inventory
    1.  
      Exploring your inventory
    2.  
      Inventory privileges
    3.  
      Getting started with the Inventory navigator
    4. Hierarchy toolbar to organize your data
      1.  
        Attribute value limitations
      2.  
        Selection combinations
      3.  
        Inventory object limits
    5. Show objects
      1.  
        Backup Servers in the Inventory
      2.  
        Count values
    6.  
      Reset inventory defaults
    7.  
      Host groups
    8. Use attributes to organize your data
      1.  
        System attributes
      2.  
        Attribute value limitations
    9.  
      Use host groups to organize your data
    10.  
      Create custom object lists
    11.  
      Working with the inventory reports view
    12.  
      Accessing inventory reports
    13.  
      Choose reports to display
    14.  
      Filter within available reports by category
    15. Pin reports - saving reports with inventory objects
      1.  
        Rename pinned tabs
      2.  
        Reset default report names on pinned tabs
    16.  
      Inventory reports and the action menu
    17.  
      Work with the inventory list view
    18.  
      Filter the inventory list view
    19.  
      Manage objects in the inventory list view
    20. Assign attributes in the inventory list view
      1.  
        About attributes
      2.  
        Attribute limitations
    21.  
      Set attribute values in the inventory list view
    22.  
      Import host attribute values
    23.  
      Export objects from the inventory list view
    24.  
      Delete objects using the inventory list view
    25.  
      Customize columns in the inventory list view
  4. Get acquainted with reports
    1.  
      Overview
    2.  
      Reports and templates
    3.  
      Cloud reports and templates
    4.  
      Report library
    5.  
      Report orientation
    6.  
      Shared reports and dashboards
    7.  
      About dashboards
    8.  
      Work in the Reports tab
    9.  
      New badge
    10.  
      About caching
    11.  
      Sections in the navigation panel
    12. About badging
      1.  
        Home section
      2.  
        Cloud section
    13.  
      About the action bar
    14.  
      Reports tab keyboard shortcuts
    15.  
      Folder types
    16.  
      Report template icons
    17.  
      Navigate through reports
  5. Generate and maintain reports
    1.  
      Report Scope
    2. Select Report Scope
      1.  
        Time Period Considerations
    3.  
      Configure report scope with attributes
    4. Group hosts by attributes
      1.  
        Host attributes examples
      2.  
        Find hosts without an attribute value set
    5. Search for hosts in the report Scope Selector
      1.  
        Find hosts example
    6.  
      Alert scope selector settings
    7.  
      Amazon Web Services (AWS) scope selector settings
    8.  
      Backup Manager scope selector settings
    9. Backup Manager advanced scope selector settings
      1.  
        Examples of Advanced Options Job Types
    10.  
      Capacity Manager scope selector settings
    11.  
      Data Collection Status Details scope selector settings
    12.  
      Host scope selector settings
    13.  
      Ransomware Scorecard scope selector
    14. Solution reports scope selector settings
      1.  
        Cascade to Sub-Domains
      2.  
        Storage Optimization Scope Selector
      3.  
        Risk Mitigation Scope Selector
    15.  
      System health check scope selector
    16.  
      Generate reports
    17.  
      Generate reports from the Cloud
    18. Units of Measure in Reports
      1.  
        Detail Reports
    19.  
      Advanced Filtering for Tabular Reports
    20. Customize report filter logic
      1.  
        Report Filter Operators
      2.  
        Filtering Indicators, Multiple Expressions, Dates, Percentages, Yes/No
    21. Sort columns in reports
      1.  
        To sort columns in a table report
    22.  
      Refresh and set refresh intervals
    23.  
      Modify Reports
    24. Convert tabular report to chart
      1.  
        Convert a chart into a tabular report
    25.  
      Add and remove custom header and footer to a report or dashboard
    26.  
      Set or edit the drill down preference
    27.  
      Access NetBackup web interface from the IT Analytics Portal
    28.  
      View report statistics
    29.  
      Interact with Reports
    30.  
      Work with Topology
    31.  
      Add a note to a Backup Job Details Report
    32.  
      Use new and updated User Report Templates
    33.  
      Use new and updated System Report Templates (Super User only)
    34.  
      Save Reports
    35.  
      Save Cloud Reports
    36.  
      Delete Reports
  6. Distribute, share, schedule, and alert
    1.  
      Exporting Reports and Dashboards
    2.  
      Known Limitations for Donut Charts
    3. Scheduling Exported Reports and Dashboards
      1.  
        To schedule an export of a report and dashboard
      2.  
        Using the Expression Builder
    4.  
      Emailing Reports and Dashboards
    5.  
      Scheduling Emailed Reports and Dashboards
    6.  
      Viewing and Managing Your Scheduled Reports
    7.  
      Schedule Types
    8.  
      Deleting Scheduled Reports and Dashboards
    9.  
      Setting Up Alerts for Tabular Reports
    10.  
      Configuring an alert
    11.  
      Deleting Report-Based Alerts
    12.  
      Share Reports, Dashboards, and Folders
    13.  
      Working with Shared Reports
  7. Organize reports
    1.  
      Work with dashboards
    2.  
      Understand the dashboard Icons
    3.  
      About Cached Reports on Dashboards
    4.  
      Create new dashboards and add reports
    5.  
      Add reports to an existing dashboard
    6.  
      Save a dashboard with a different name
    7.  
      Customize a Dashboard
    8.  
      Edit the scope for a report on a dashboard
    9.  
      Edit the dashboard scope
    10.  
      Expand a report to full size on a dashboard
    11.  
      Set the dashboard layout
    12.  
      Delete a dashboard
    13.  
      Remove reports from dashboards
    14.  
      Create a custom report folder
    15.  
      Create shortcuts to reports and templates
    16.  
      Manage My Home Pages
    17.  
      User Home Pages and User Group Home Pages
  8. Work with the dynamic template designer
    1.  
      Dynamic Template Designer Overview
    2.  
      Dynamic Template Designer Cheat Sheet
    3.  
      Modify an Out-of-the-Box Dynamic Template
    4. Dynamic Template Designer Quick Start
      1.  
        Quick Start Step 1: Create a Basic Table Dynamic Template
      2.  
        Quick Start Step 2: Format Fields
      3.  
        Quick Start Step 3: Create a Calculated Field
      4.  
        Quick Start Step 4: Configure Table Column Totals
      5.  
        Quick Start Step 5: Define the Scope Selector
      6.  
        Quick Start Step 6: Generate a Report and View the Automatically Generated Help
    5.  
      Steps to Create Dynamic Templates
    6.  
      Working with Enterprise Objects and Fields
    7.  
      Select an Enterprise Object
    8.  
      Configure General Dynamic Template Designer Components
    9. Converting to a Homogeneous, Product-Specific Template
      1.  
        Copy from All
    10.  
      Add Fields and Methods to a Dynamic Template
    11.  
      Alias Names for Fields
    12.  
      Conditions When Hidden Fields are Included by Default
    13.  
      Dynamic Template Field Configuration
    14.  
      Valid Formatter Patterns
    15.  
      Examples of Dynamic Templates Containing Graphics Tool Tips
    16.  
      Dynamic Template Drilldown Configuration
    17.  
      Custom Drilldowns and Examples
    18.  
      Drilldown Parameters
    19.  
      Examples of Dynamic Templates Containing Drilldowns
    20.  
      Using Groups in Dynamic Templates
    21.  
      Add a Group to Create Separate Line Charts in a Report
    22.  
      Add a Group to Create a Double Header in a Tabular Report
    23. Dynamic Template Function Configurations
      1.  
        Aggregation Functions
      2.  
        Comparison Functions
      3.  
        Numeric Functions
      4.  
        Character Functions
      5.  
        Date Functions
      6.  
        Character String Returning Numeric Values
      7.  
        Null Function
      8.  
        Decode Function
      9.  
        Unique Function
    24.  
      Examples of Dynamic Templates Containing Functions
    25.  
      Create User-Defined Fields with the Field Builder
    26. Create Fields with the Field Builder
      1.  
        Convert Dates to Numbers in the Field Builder
      2.  
        Syntax for Calculated Fields
      3.  
        Examples of Calculated Fields in a Dynamic Template
    27.  
      Configure a Static Filter
    28.  
      Filter on Date Fields
    29.  
      Static Filter vs. Tabular Report Filter
    30.  
      Configure the Field Sort Order
    31.  
      Return Unique Results
    32.  
      Dynamic Template Scope Selector Components
    33. Scope Selector Component - Custom Filter
      1.  
        Define a Custom Filter at Run Time
      2.  
        Custom Filter Operators for Numeric Fields
      3.  
        Custom Filter Operators for String Fields
    34.  
      Data Domain Enterprise Object Scope Selector Components
    35.  
      Host Enterprise Object Scope Selector Components
    36.  
      Job Enterprise Object Scope Selector Components
    37.  
      Storage Array Enterprise Object Scope Selector Components
    38.  
      Customize and Export Dynamic Templates
    39.  
      Export/Import Dynamic Templates Containing Custom Attributes
    40.  
      Export a dynamic template that contains attributes
    41.  
      Import a dynamic template that contains attributes
    42.  
      Save a Dynamic Template After Edits
    43.  
      Format the Dynamic Template Output
    44. Configure a Bar Chart Dynamic Template
      1.  
        Best Practices
    45. Steps to Create a Bar Chart Dynamic Template
      1.  
        Bar Chart Dynamic Template: Use Case
      2.  
        Bar Chart Dynamic Template Step 1: Create a Dynamic Template
      3.  
        Bar Chart Dynamic Template Step 2: Configure Basic Field Functionality
      4.  
        Bar Chart Dynamic Template Step 3: Configure Functions for a Field
      5.  
        Bar Chart Dynamic Template Step 4: Configure Drilldowns for a Field
      6.  
        Bar Chart Dynamic Template Step 5: Configure a Line Field
      7.  
        Bar Chart Dynamic Template Step 6: Define the Scope Selector
      8.  
        Bar Chart Dynamic Template Step 7: Save and Run the Report Template
    46.  
      Examples of Bar Chart Dynamic Templates
    47. Configure an Area/Stacked Area Chart Dynamic Template
      1.  
        Area/Stacked Area Chart Dynamic Template Step 1: Create a Dynamic Template
      2.  
        Area/Stacked Area Chart Dynamic Template Step 2: Configure Basic Field Functionality
      3.  
        Area/Stacked Area Chart Dynamic Template Step 3: Configure Functions for a Field
      4.  
        Area/Stacked Area Chart Dynamic Template Step 4: Define the Scope Selector
      5.  
        Area/Stacked Area Chart Dynamic Template Step 5: Save and Run the Report Template
    48.  
      Configure a Donut Chart Dynamic Template
    49.  
      Example of a Donut Chart Dynamic Template
    50.  
      Configure a Horizontal Bar Chart Dynamic Template
    51.  
      Example of a Horizontal Bar Chart Dynamic Template
    52.  
      Configure a Horizontal Stacked Bar Chart Dynamic Template
    53.  
      Example of a Horizontal Stacked Bar Chart Dynamic Template
    54.  
      Configure a Line Chart Dynamic Template
    55. Line Charts for Performance Metrics
      1.  
        Identify Array Performance Data Fields for a Template
      2.  
        Rules and Guidelines for Performance Line Charts
    56.  
      Steps to Create a Line Chart Dynamic Template
    57. Line Chart Field Requirements
      1.  
        Line Chart: Caption Field
      2.  
        Line Chart: Line Field
      3.  
        Line Chart: Group by Object Field
      4.  
        Line Chart: Hidden Field
      5.  
        Line Chart: Exclude Field
    58. One Object Per Line Chart, One or More Metrics Per Chart
      1.  
        Configure One Object Per Line Chart
      2.  
        Field Configuration for One Object Per Line Chart
      3.  
        Scope Selector Configuration for One Object Per Line Chart
    59. Multiple Objects Per Line Chart, One Metric Per Chart
      1.  
        Field Configuration for Multiple Objects Per Line Chart, One Metric Per Chart
    60.  
      Format Line Chart Fields
    61.  
      Line Chart Scope Selections
    62.  
      Examples of Line Chart Dynamic Templates
    63.  
      Configure a Pie Chart Dynamic Template
    64.  
      Examples of Pie Chart Dynamic Templates
    65.  
      Configure a Stacked Bar Chart in a Dynamic Template
    66. Example of a Stacked Bar Chart Dynamic Template
      1.  
        Configure a Line in a Bar Chart
    67.  
      Configure a Table Dynamic Template
    68.  
      Examples of Tabular Dynamic Templates
    69. Create a Sparkline Chart in a Tabular Dynamic Template
      1.  
        Example of a Client Backup Sparkline Chart in a Dynamic Template
      2.  
        Example of Using a Method to Create a Sparkline Chart in a Dynamic Template
      3.  
        Client Failure Sparkline Method
    70.  
      Configure Chart Axes
    71.  
      Using Methods in Dynamic Templates
    72.  
      Overview of Method Creation
    73.  
      System Methods
    74.  
      Stand-Alone Methods
    75.  
      Viewing Methods
    76. Adding or Editing Methods
      1.  
        User-Defined Methods
      2.  
        System Methods
      3.  
        Accessing Methods
    77.  
      Tokens for Methods
    78.  
      Exception Tables for a Method's Join Clause
    79. Validate and Save a Method
      1.  
        Method Validation
    80.  
      Delete a Method
    81.  
      Troubleshooting Dynamic Templates
  9. Work with the SQL template designer
    1.  
      SQL template designer overview
    2. Database Published Views
      1.  
        Access the Database Published Views from the CLI
      2.  
        Access the Database Published Views from the SQL Template Designer
    3.  
      Steps to Create SQL Templates
    4. Create a SQL Template
      1. Configure SQL Template Scope Selector Components
        1.  
          Date Range
        2.  
          Host Groups and Client Scope
        3.  
          Array Scope Selector
        4.  
          Datastore Scope Selector
        5.  
          VM Servers Scope Selector
        6.  
          VM Guests Scope Selector
        7.  
          Custom Text Fields
        8.  
          Example of Custom Text Field Configuration in a SQL Template
        9.  
          Access Help for Database Views
        10.  
          Static Custom Combo Box
        11.  
          Example of a Combo Box Configuration in a SQL Template
        12.  
          Query Custom Combo Box
        13.  
          Example of a Query Custom Combo Configuration in a SQL Template
      2.  
        Construct the SQL Query
      3.  
        Help for Database Views
      4.  
        Accessing the Published Database Views from the CLI
      5.  
        Special Characters in SQL Queries
      6. Sample SQL Queries
        1.  
          Example of a Query for Host Attributes
        2.  
          Using the apt_v_server_attribute View in Queries
        3.  
          Considerations for Attributes Used in SQL Template Designer Queries
        4.  
          Example of a Query of Failed Backup Jobs
        5.  
          Example of the SQL Custom Join Feature in a SQL Template
        6.  
          Example of a Sparkline Query in a SQL Template
        7.  
          Example of Sums in a SQL Template
        8.  
          Example of Using a Special Character as a Literal in a SQL Query
    5.  
      Use Functions in Queries
    6. Format the SQL Template Output
      1. Number, Size, Date, and Time Formatting
        1.  
          Field Formatter
        2.  
          Examples of Negative Value Formatting
        3.  
          Status Icon Values
      2. Alignment, Aggregation, Bar Type, and Bar Type Color
        1.  
          Configuring a Header and Footer in a Custom Report Template
      3.  
        Area, Line or Column Sparkline Format for a SQL Tabular Report Template
    7.  
      Configure a Bar Chart SQL Template
    8.  
      Example of a Bar Chart SQL Template: Host CPU Performance
    9.  
      Configure a Line Chart SQL Template
    10.  
      Configure a Donut Chart SQL Template
    11.  
      Example of a Donut Chart SQL Template: NetBackup Job Size by Job Type
    12.  
      Configure a Gauge Chart SQL Template
    13.  
      Example of a Gauge Chart SQL Template: Allocated Capacity
    14.  
      Configure a Horizontal Bar Chart SQL Template
    15.  
      Example of a Horizontal Bar Chart SQL Template: Host CPU Performance
    16.  
      Configure a Horizontal Stacked Bar Chart SQL Template
    17.  
      Example of a Horizontal Stacked Bar Chart SQL Template: Available/Allocated Capacity
    18.  
      Configure an Area Chart SQL Template
    19.  
      Example of Area Chart SQL Template: Allocated Available
    20.  
      Configure a Pie Chart SQL Template
    21.  
      Example of a Pie Chart SQL Template: Overall Job Status Summary
    22.  
      Configure a Pivot Table SQL Template
    23.  
      Example of a Pivot Table SQL Template: NetBackup Job Size
    24.  
      Configure a Stacked Bar Chart SQL Template
    25.  
      Example of a Stacked Bar Chart SQL Template: Host CPU Performance
    26. Configure a Table in the SQL Template Designer
      1.  
        Example of a Table SQL Template: Host Group Membership List
      2.  
        Example of a Table SQL Template: Exposed Clients
    27.  
      Save and Share Report Templates
    28. Advanced SQL Report Template Options
      1.  
        Creating Drilldowns
      2.  
        Using SQL Templates for Drilldowns
      3.  
        Create mouse-over hovers
      4.  
        Add an External Reference
      5.  
        Inventory Report Configuration
      6.  
        About the Reports in the Inventory
      7.  
        Edit a Custom Report Template
    29. Export/Import SQL Templates
      1.  
        Export a SQL Template
      2.  
        Import a SQL Template
  10. Pipelined functions for report query building
    1.  
      About Pipelined Functions
    2.  
      General Functions
    3. APTlistOfDates
      1.  
        Example Query
    4. aptStringConcat
      1.  
        Example Query
    5.  
      collectString
    6.  
      getLicenseClientDetail
    7. getServerAttributeValue
      1.  
        Example Query
    8. getObjectAttributeValue
      1.  
        Example Query
    9. getChildServerGroupContextById
      1.  
        Example Query
    10. getServerGroupContextById
      1.  
        Example Query
    11. secsToHoursMinSecs
      1.  
        Example Query
    12.  
      Backup Manager Functions
    13.  
      APTgetJobTypeName
    14. APTgetTapeDriveStatusName
      1.  
        Example Query
    15. getFullPathname
      1.  
        Example Query
    16. listJobSummaryAfterRestart
      1.  
        Example Query
    17. listJobSummaryAfterRestartNBW
      1.  
        Example Query
    18. listJobSummaryAfterRestart for NetWorker Backup Jobs
      1.  
        Example Query
    19. listOfBackupWindowDates
      1.  
        Explicitly Supply the Backup Windows
      2.  
        Example Query
    20.  
      listOfBackupWindowDates (by Backup Window ID)
    21.  
      Policy Auditing Functions
    22.  
      listClientChanges
    23.  
      listPathnameChanges
    24.  
      listPolicyChanges
    25.  
      listScheduleChanges
    26.  
      Capacity Functions
    27. listChargebackCatByVOLSDetail
      1.  
        Example Query
    28. listChargebackCatByNcVolDetail
      1.  
        Example Query
    29. listChargebackCatByFSDetail (for HNAS)
      1.  
        Example Query
    30. listChargebackCatByFSDetail (for EMC Isilon)
      1.  
        Example Query
    31. listChargebackByLUNSummary
      1.  
        Example Query
    32. listChargebackByLUNDetail
      1.  
        Chargeback in Cluster and Virtualization Environments
      2.  
        Example Query
    33. listChargebackCatByLUNSummary
      1.  
        Example Query
    34. listChargebackCatByLUNDetail
      1.  
        Example Query
  11. Alert configuration
    1.  
      Overview
    2. Alert rules
      1.  
        Scheduled Rules vs. Run Time Rules
      2.  
        Alert rules sample set
    3. Managing alert policies
      1. Add/Edit an Alert Policy
        1.  
          Select an Alert Rule
        2.  
          Name the Policy and define Time Intervals
        3. Define the Scope to Monitor
          1.  
            Scope Example: Data Protection: Monitor for High Job Failure Rate
          2.  
            Scope Example: Data Protection: Monitor Backup Jobs
        4.  
          Set the Threshold for an Alert Rule
        5.  
          Show Baseline Example
      2.  
        License Usage Alert Rule
    4. ServiceNow: Job finalized alert rule
      1.  
        Scope Example: Data Protection: ServiceNow Jobs
      2.  
        Copying an Alert Policy
      3.  
        Deleting an Alert Policy
    5. Managing alert notifications
      1.  
        Adding an Alert Notification Delivery Method
      2.  
        Deleting an Alert Notification Delivery Method
    6. Report-Based alerts
      1.  
        Edit notifications for Report-Based Alerts
      2.  
        Run a Report-Based Alert On-Demand
      3.  
        Delete Report-Based Alert
    7.  
      Syslog configuration
    8.  
      Detect alerts in the inventory
    9. Suppress alert notifications
      1.  
        View suppressed alerts
  12. Manage hosts, backup servers, and host groups
    1.  
      About hosts, backup servers, and host goups
    2.  
      Plan your host group hierarchy
    3. Manage host groups
      1.  
        Add Host Groups and Sub-Groups
      2.  
        About Host Group Operations
      3.  
        Add Host Groups
      4.  
        Automated Tool to Create Host Groups
      5.  
        Host Group Membership
      6.  
        Rename Host Groups
      7.  
        Delete Host Groups
      8.  
        Move Host Groups
      9.  
        Find a Host Group ID
      10.  
        Assign a User Home Host Group
      11.  
        Manage Backup Servers
    4. NetBackup Primary Servers
      1.  
        Configure the Time Zone for a NetBackup Primary Server
      2.  
        Default Host Group Hierarchy for Veritas NetBackup
    5.  
      About the Primary Servers Group
    6.  
      Identifying Inactive Clients (For Veritas NetBackup)
    7. Managing hosts and backup servers
      1.  
        Adding and Editing Hosts and Backup Servers
      2.  
        Import Hosts
      3.  
        Decommission/Recommission Hosts and Backup Servers
      4.  
        Deleting Hosts
    8. Manage host aliases
      1.  
        Bulk import host aliases
      2.  
        View and manage aliases for individual host
  13. Manage attributes and objects
    1.  
      About attributes
    2.  
      Attribute example
    3.  
      Host groups vs attributes
    4.  
      Bulk load utilities and attributes
    5.  
      System attributes
    6.  
      Attribute inheritance
    7.  
      Manage attributes
    8.  
      Set attributes on hosts
    9.  
      Add attributes
    10.  
      Edit or rename attributes
    11.  
      Enable granular user access using authorization attributes
    12.  
      Delete attributes
    13.  
      Attribute naming rules
    14.  
      Examples of attributes and values
    15.  
      Understanding the attribute management view
    16.  
      Attribute management view (Top-Level domain)
    17.  
      Attribute management view (Sub-Domain)
    18.  
      Export/Import dynamic templates with custom attributes
    19.  
      About object maintenance
    20.  
      Product specific objects for reporting
    21.  
      Maintaining objects
    22.  
      Assign attributes using object maintenance
    23.  
      Search for objects by type in object maintenance
    24.  
      Customize library objects
    25.  
      Permanently remove devices, libraries, and drives
  14. Provide Portal access and user privileges
    1.  
      Providing user access to the portal
    2.  
      Creating portal user accounts
    3.  
      About user types
    4.  
      Selecting user groups for users
    5.  
      Working with user groups
    6.  
      Creating user groups
    7.  
      Assigning users to user groups
    8.  
      About user privileges
    9.  
      Assigning user privileges
    10.  
      Setting user group privileges
    11.  
      Enabling new product report templates
    12.  
      Importing reports
    13.  
      Enabling cloud privileges
    14.  
      Granting access to template designers
    15.  
      Enabling all privileges in a category
    16.  
      Managing users and user groups
    17.  
      Searching for users and user groups
    18.  
      Editing user accounts
    19.  
      Impersonating user accounts
    20. Setting / Resetting passwords
      1.  
        Password notes
    21.  
      Account lockout
    22. Managing user group home pages (Administrator)
      1.  
        My Home pages and user group home pages (Administrator)
    23.  
      Removing portal users
    24.  
      Deactivating user accounts
  15. Configure primary schedules and backup windows
    1.  
      About primary schedules
    2.  
      Configure primary schedules
    3.  
      About custom backup windows
    4.  
      Custom backup window requirements
    5.  
      Configure custom backup windows
  16. Add, edit, and move policies
    1.  
      Add/Edit a Cloud Policy to share performance statistics
    2.  
      Configure community performance profiling
    3. Add/Edit a threshold policy
      1.  
        Threshold Example
    4.  
      Add/Edit a capacity billing and usage policy
    5. Capacity Chargeback policy types
      1.  
        Example of Capacity Billing and Usage Policy Logic
      2.  
        Drive Types for Capacity Chargeback
    6.  
      Add/Edit a backup SLA policy
    7.  
      Add/Edit a SAN Fabric Chargeback policy
    8.  
      NetBackup IT Analytics Billing and Chargeback policies
    9.  
      Add/Edit a Billing and Chargeback policy
  17. Solutions administration
    1.  
      Storage Optimization solution overview
    2.  
      Understand the value of Storage Optimization historical data
    3. Configure Storage Optimization rules
      1.  
        Edit Storage Optimization Rule Example
      2.  
        Common storage optimization parameters
    4.  
      Enable Storage Optimization rules
    5.  
      Storage optimization rule prerequisites and logic
    6.  
      Risk Mitigation solution overview
    7.  
      Configure Risk Mitigation rules
  18. Manage and monitor data collection
    1.  
      Data collection overview
    2.  
      Data collection component configuration
    3. About data collection tasks
      1.  
        Backup collection tasks
      2.  
        Backup event data collector
    4.  
      Data collection installation summary
    5.  
      Update the Local Hosts file for data collection
    6.  
      Data Collector security and data encryption
    7.  
      Manage Data Collectors and collection policies
    8.  
      About validation and status
    9. Add/Edit Data Collectors
      1.  
        Data Collector encryption
    10.  
      Enable/Disable data collectors
    11.  
      Enable and disable data collection policy schedules
    12. Review collectors and collection status
      1.  
        Known Limitations for Policy States in Collector Administration
    13.  
      Deleting a data collector
    14. Upgrade Data Collectors
      1.  
        Upgrade aptare.jar
      2.  
        Update Upgrade Manager
    15.  
      Monitoring data collection status
    16.  
      Organize the collection status view
    17.  
      Quick Filters
    18.  
      View data collection status
    19.  
      Troubleshoot data collection status
    20.  
      Use reports to monitor data collection status
  19. Work with Capacity Manager host data collection
    1.  
      Understand the host data collection process
    2.  
      Host resources prerequisites and configurations
    3. Host Access Privileges, Sudo Commands, Ports, and WMI Proxy Requirements
      1.  
        Access Requirements by OS
    4. Host access requirements
      1.  
        For Linux Hosts Only
      2.  
        For Windows Hosts Only
    5.  
      Command path verification
    6.  
      Host discovery and collection configuration steps
    7.  
      Host discovery and collection setup overview
    8.  
      Host discovery and collection maintenance overview
    9.  
      Before discovering hosts
    10.  
      Configure/Search
    11. Manage credentials
      1.  
        Example of credentials for Windows hosts
    12.  
      Manage WMI Proxy
    13.  
      Manage paths
    14.  
      Manage access control
    15.  
      Host management
    16. Configure host discovery policies to populate the host discovery and collection view
      1.  
        Discovery policy considerations
      2.  
        Configure a Discovery policy
    17.  
      Execute and monitor host discovery
    18. Discovery processes
      1.  
        Method 1
      2.  
        Method 2
    19. Validate host connectivity
      1.  
        Validate hosts
      2.  
        Validation history
    20.  
      Show errors
    21.  
      Filter the host discovery and collection window - Hide/Unhide, remove
    22. Search and export in host discovery and collection
      1.  
        Basic Search
      2.  
        Pre-Defined Search
      3.  
        Advanced Parameters
    23.  
      Export in host discovery and collection
    24.  
      Configure and edit host probes
    25. Propagate probe settings: Copy probes, paste probes
      1.  
        Example of Probe Copy/Paste
      2.  
        Probe Settings
  20. Discovery policies for Veritas NetBackup
    1.  
      Task overview: Configure and monitor discovery policies
    2.  
      Discovery policies overview
    3. About Discovery types
      1.  
        Client drive discovery
      2.  
        Media server disk discovery
      3.  
        Backup policy coverage
    4.  
      Activate a discovery license
    5.  
      Exclude devices from discovery policies
    6.  
      Activate discovery probes in the NetBackup Data Collector policy
    7.  
      Monitor discovery processes
    8.  
      View client protection status
  21. View and manage system notifications
    1.  
      Overview
    2.  
      Viewing system alerts
    3.  
      Defer or suppressing notifications
  22. Customize with advanced parameters
    1.  
      Overview of advanced parameters
    2. Use cases for advanced parameters
      1.  
        Domain/Collector
      2.  
        Operating system
      3.  
        Host
      4.  
        Commands
    3.  
      Adding an advanced parameter
    4. Access control advanced parameters
      1.  
        ACCESS_CONTROL_FALLBACK_STRINGS
      2.  
        ACCESS_CONTROL_PASSWORD_PROMPT
      3.  
        ACCESS_CONTROL_SKIP_COMMAND_OUTPUT
      4.  
        ACCESS_CONTROL_TTY_REQUIRED
      5.  
        ACCESS_CONTROL_TTY_REQUIRED_ERROR
      6.  
        ACCESS_CONTROL_TTY_REQUIRED_NUM_LINES_SKIP
    5. General Data Collection advanced parameters
      1.  
        DC_START_CONNECT_RETRIES
      2.  
        COMMAND_TIMEOUT
      3.  
        DATARCVR_READ_TIMEOUT
      4.  
        LOGGING_LEVEL
      5.  
        METACOLLECTOR_MAX_THREADS
      6.  
        METACOLLECTOR_MIN_THREADS
      7.  
        PATH_CONTROL_PARAM
      8.  
        SSH_ALTERNATE_PKG_USE
      9.  
        SSH_CHANNEL_WAIT_TIME
      10.  
        SSH_CIPHERS
      11.  
        SSH_DEBUG
      12.  
        SSH_PORT
      13.  
        STDOUT_ERROR
      14.  
        STDOUT_FILTER_LIST
      15.  
        THREAD_IDLE_TIMEOUT
      16.  
        WMI_PROXY_VERSION_TIMEOUT
    6. Cloud data collection advanced parameters
      1.  
        Amazon Web Services (AWS)
      2.  
        Microsoft Azure
    7. Host discovery and collection advanced parameters
      1.  
        HOST_COLLECTION_ORACLE_CONN_STR
      2.  
        APP_DISK_PATH
      3.  
        HBAVERIFY_NUM_DELAY_SECS
      4.  
        HOST_CONNECTION_PROTOCOL
      5.  
        HOST_CONNECTION_TIMEOUT
      6.  
        HOST_SOCKET_TIMEOUT
      7.  
        IGNORE_FILE_SYSTEMS
      8.  
        IS_EMULEX_MAPPING_STRICT_CHECKING
      9.  
        NUM_HBAVERIFY_RUN
      10.  
        STRICT_HOST_KEY_CHECKING
      11.  
        USE_VIO_RESTRICTED_SHELL
    8. Backup Manager advanced parameters
      1.  
        COMMVAULT_OLDEST_JOB_HOURS
      2.  
        MMINFO_MOVE_BACKWARD_MIN
      3.  
        NBU_AUDIT_LOOKBACK_DAYS
      4.  
        NBU_DUP_JOB_PARTIAL_STATUS_OVERRIDE
      5.  
        NO_AVAMAR_CLI
      6.  
        RMAN_BACKUP_LOOKBACK_DAYS
      7.  
        RMAN_BACKUP_LOOKBACK_OVERRIDE
      8.  
        SUPPRESS_KERBEROS_PROMPT
      9.  
        USE_ALT_NBU_INCL_EXCL
      10.  
        USE_NTML_V2
      11.  
        VEEAM_BACKUP_LOOKBACK_DAYS
      12.  
        VEEAM_BACKUP_LOOKBACK_DAYS_OVERRIDE
    9. Capacity Manager advanced parameters
      1.  
        EMC_MULTIPATH_OFF
      2.  
        EMC_VMAX_INCLUDE_ALL_MASKINGVIEWS
      3.  
        HDS_HTM_JPCCTRL_PATH
      4.  
        REMOTE_RAID_AGENT
      5.  
        SYMSTAT_COUNT
      6.  
        SYMSTAT_INTERVAL_SECONDS
    10. File Analytics advanced parameters
      1.  
        FA_CLEAN_UP_TEMPORARY_FILES
      2.  
        AFS_PATH_EXCLUDE_DIRECTORY_NAME
      3.  
        FA_HOST_CAPTURE_REMOTE_SHARES
      4.  
        FA_HOST_DIRECTIVE
    11. Virtualization Manager advanced parameters
      1.  
        VMWARE_COLLECT_UNUSED_PROPERTIES
      2.  
        VMWARE_DATASTORE_TIMEOUT_SECONDS
  23. Manage your Portal environment
    1. Root folder and domains
      1.  
        Root folder
      2.  
        Domain
      3.  
        Multiple domains (for managed services partners only)
    2.  
      Add/Configure a domain
    3.  
      Configure alerting for a domain
    4.  
      Community performance statistics for a domain
    5.  
      Configure the domain password policy
    6.  
      Manage your profile and set a language preference
    7.  
      Change your login password
  24. Manage ransomware scorecard
    1.  
      Ransomware Scorecard overview
    2.  
      Answer a ransomware query
    3.  
      Override a data query
    4.  
      Add a ransomware question
    5.  
      Edit a ransomware question
  25. Analyze files
    1.  
      Overview
    2.  
      File categories
    3.  
      Adding/Editing file categories
    4.  
      File list export
    5.  
      File list export output in CSV format
  26. Troubleshoot the Portal
    1.  
      Support tools
    2.  
      Requesting a support package
    3.  
      File selector wildcards
    4. Retrieving log files
      1.  
        On a Windows platform
      2.  
        On a Linux platform
    5.  
      Archiving script
    6. Debug
      1.  
        Debugging Level Scope
    7.  
      Login errors
    8.  
      Add notes to failed jobs
    9.  
      Host name processing - Filters and aliases
    10.  
      Change the Portal server's IP address
    11.  
      Changing the port for Portal server communication
    12.  
      Determine report rendering statistics
    13.  
      Clearing the inventory and report cache
    14.  
      Troubleshoot Oracle performance issues in NetBackup IT Analytics
  27. Attribute inheritance overrides
    1.  
      Overview
    2. Override inherited attribute values
      1.  
        Use case 1
      2.  
        Use case 2
  28. Understanding report data caching
    1.  
      Understand report data caching
    2.  
      How reports and caching work together?
    3.  
      Store and purge data
    4.  
      Disable optimistic caching with portal.properties

Configure General Dynamic Template Designer Components

Prior to configuring the various elements of a report template, you must first select the enterprise object on which you want to report.

See Select an Enterprise Object.

The Dynamic Template Designer window enables the configuration of both the content and the display elements to be included in a report template.

The following components comprise the Dynamic Template Designer, with mandatory elements denoted with an asterisk (*):

  • Report Name* - User-defined report name.

  • Save in Folder* - Select a user-defined menu group in which to save the report template.

  • Display as* - Select the format for the report's output:

    • Area Chart - Requires at least one field of the type caption and one or more fields of the type Area.

    • Bar Chart - Requires at least one field of the type caption and one or more fields of the type bar; or one field of the type caption, one legend field, and one bar field.

    • Donut Chart - Requires at least one field of the type caption and one of the type sector; or two or more fields of the type sector.

    • Horizontal Bar Chart - Requires at least one field of the type caption and one or more fields of the type bar; or one field of the type caption, one legend field, and one bar field.

    • Horizontal Stacked Bar Chart - Requires at least one field of the type caption and one or more fields of the type bar; or one field of the type caption, one legend field, and one bar field.

    • Line Chart - Requires at least one field of the type caption and one or more fields of the type line.

    • Pie Chart - Requires at least one field of the type caption and one of the type sector; or two or more fields of the type sector.

    • Stacked Area Chart - Requires at least one field of the type caption and one or more fields of the type Area.

    • Stacked Bar Chart - Requires at least one field of the type caption and one or more fields of the type bar; or one field of the type caption, one legend field, and one bar field.

    • Table - Requires at least one visible field.

  • Product* - Select All for heterogeneous reports--that is, reports that display data collected from multiple vendor products or subsystems. Otherwise, from the drop-down list, select a specific vendor.

  • Category - Select a category for the report template. These correspond with the groupings in the Inventory. Select from: Administration, Backup, Billing, Capacity, Forecasting, Management, Overview, or Performance. If a category is not selected, report templates are displayed in the Inventory under the heading Uncategorized Report Templates.

  • Copy from All - This button appears only when a specific product is selected; for example, Veritas NetBackup. This option enables you to copy the configuration that has been set up for heterogeneous reports so that you can modify the configuration for your specific homogeneous report requirements. This starting point provides characteristics common to all vendor products, to which you can add fields specific to the product you selected.

    See Converting to a Homogeneous, Product-Specific Template.

  • Report Short Description* - Provide a description that will appear in search results, enabling users to determine the intent of the report template and saved reports. This description is limited to 512 characters.

  • Report Long Description* - Use this field to supply additional details such as vendor-specific names and acronyms so that this report will be included in search results. For example, Hitachi NAS reports have HNAS in the long descriptions to enable a Search on the acronym. This description is limited to 4,000 characters.

  • Search Fields - Use this search box to find specific available fields to include in a report template. The search will return fields and pre-defined methods that have the string in either the name or description. For example, search for error to find both fields and pre-defined methods that can be included in a report template. This search is case-insensitive. Clear this box to reset the list to all available fields and pre-defined methods. If the object name matches the search string, all the related fields will be displayed.

  • Available/Selected Fields*-

    See Add Fields and Methods to a Dynamic Template.

  • Column Selector - Hover your mouse over any column header in the Selected Fields section at the right of the Dynamic Template Designer window. This reveals an arrow, which when selected, provides a list of columns that can be added or removed from this portion of the window. For example, you may want to add Has Function to the window so that you can easily identify which fields have had a function applied.

    Alias/Group Name

    Alias: The name of the alias for the selected field. An alias is assigned when a field is dragged into the Selected Fields panel. This enables ease-of-use when creating custom fields so that a simple alias can be referenced rather than a full field name.

    Group Name: A group name enables aggregated groupings for tabular reports.

    Selected Field

    Indicates the field that will be appear in the report. Note that the field is pre-pended with either its enterprise object or the prepackaged method that is applied to the field.

    Caption

    The caption originally is derived from the data dictionary, but it can be overridden when the field is configured.

    Field Type

    This indicates how the field will be used in the report template.

    Data Type

    Indicates the field's data type: date, decimal, or string.

    Has Function

    Indicates if the field has a function applied to it.

    Has Drilldown

    Indicates if this field has been configured to be a link to another report.

    Source

    Custom: Indicates that the field was created from at least one enterprise object, such as a numeric calculation or text appended to a string value.

    Enterprise: Indicates that the field is derived from an enterprise object.

    Method: Indicates that the field was derived from a prepackaged method, listed in the left panel. These methods enable extended functionality for enterprise objects.

Next Step:

See Add Fields and Methods to a Dynamic Template.