Report Configuration

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Introduction

Monitoring reports are used within ServiceNav to view or show the state of an IT estate at the level of a group of hosts and/or checkpoints and for one or more companies. These reports will then assist with taking any necessary measures to tweak or upgrade the estate.

This document explains how to configure monitoring reports.

General Principles

Reporting categories

There are 3 categories of reports to suit the intended use:

  • Customer base, for internal use: Consolidated reports on your customer base, sent to your staff based on the configured frequency and communication policy.
  • Customer base, for external use: Reports sent to each of your customers, based on the configured frequency and communication policy
  • Internal inventory: Reports on your internal IT inventory, sent to your staff based on the configured frequency and communication policy

Content templates

Monitoring reports may be set up from 3 content templates:

  • Inventory details: visualization of hosts and associated checkpoints for the selected companies.
  • Uptime analysis: visualization of uptime information for selected user services (IT weather) and hosts over a given period, with a calculation of trends in uptime over the last few months.
  • Performance analysis: visualization of uptime of the selected hosts over a given period, along with performance information for the associated checkpoints.
  • Current inventory status: visualization of the current status of checkpoints associated with the selected hosts.

The process for configuring each of these templates is set out in the section: Configuration by report type.

Monitoring reports may be set up for a given site or for a given customer. The list of available report types varies depending on whether the user is a customer or MSP. A customer will only be able to access the “Internal inventory” reporting category.

Content template availability…

MSP

Company or Site
  Customer base for internal use Customer base for external use Internal IT
Inventory details
Uptime analysis
Performance analysis
Current inventory status

Customer

  Client or Site
Inventory details  
Uptime analysis
Performance analysis
Current inventory status

Rights management

A given monitoring report are set up by a creator at a company or site level. It is not inherited by the company’s dependent accounts.

The rules for visibility are as follows:

  • Configuring a monitoring report

All ServiceNav profiles with access to the Configuration > Reporting menu may configure a monitoring report.

All users in a company have access to the “public” uptime monitoring reports for that company. “Private” uptime reports can only be accessed by the person who created them.

  • Viewing monitoring reports

All ServiceNav profiles with access to the Monitoring > Reports can view the list of monitoring reports that have been created.

All users in a company have access to the “public” uptime monitoring reports for that company. “Private” uptime reports can only be accessed by the person who created them.

Viewing monitoring reports

Any monitoring reports that have been set up for a customer or company can be accessed by going to the Monitoring tab then to Reports.

A row appears for each report created, indicating:

  • Report title
  • Visibility of the report (public/private)
  • Content template used
  • Period of analysis
  • How often the report is sent
  • Name of the person that created the report
  • Associated send type
  • Report status
  • Last date the report was sent

Example :

monitoring reports-1

 

 

 

 

 

 

 

It is generally possible to preview a report by clicking on this icon: monitoring reports-2

Configuring a monitoring report

Configuration of monitoring reports is performed by going to the Configuration then to Reporting.

While configuring a report, it is possible to view that report by clicking on the button monitoring reports-3

Creating a monitoring report

Click on +Add

In the window that appears:

  • Fill in the report title
  • Select the report’s visibility:
    1. Public monitoring reports-4 : all users with access to the company will be able to see the report. All users with access to report configuration will be able to edit it.
    2. Private monitoring reports-5: only the user who created the report will be able to view and edit it.
  • Select the usage type = Report
  • Select the required content template

monitoring reports-6

Editing a monitoring report

To edit a monitoring report, click directly on the name of the monitoring report.

Deleting a monitoring report

To delete a monitoring report, tick the checkbox against the report in question then click on the Trashcan icon.

Configuration by report type

“Inventory details” report

Data is exported to a file in CSV format. For optimum use of this document, it is suggested that you use a pivot table to execute the necessary queries.

  • Company/Site Tab

monitoring reports-7

To choose the companies or sites by contract, click on By category then select the required contract type: VIP (or not).

monitoring reports-8

Configuration of the type of contract for a company or a site is performed by navigating to Organization, then by entering the details of the company or site.

To choose companies or sites from the list of companies, click on By company: a list of sites and companies is then displayed. Each column can be sorted by click on the column heading. To search the list, enter one or more search terms in the search field. The search is performed dynamically over all columns in the table.

monitoring reports-9

  • Hosts Tab

To choose which hosts will be displayed in the report, select the host priority(ies) from the drop-down list: Low, Medium, High.

The priority of a host is configured by editing the host detail file, which can be accessed by going to Configuration > Hosts > List. From this same window, configuration can be completed for a group of hosts all at once by selecting the hosts from the list and applying the action Edit general information.

monitoring reports-10

Next, select the host category by clicking on the button in the right-hand column or by double-clicking on the item. The selected item then moves to the left-hand column.

  • Services Tab

To choose which services will be displayed in the report, select the service priority(ies) from the drop-down list: Low, Medium, High.

The priority of a service is configured by editing the services detail file, accessed by going to Configuration > Services > List. From this same window, configuration can be completed for a group of services all at once by selecting the services from the list and applying the action Edit general information.

monitoring reports-11

Next, select the service category by clicking on the in the right-hand column or by double-clicking on the item. The selected item then moves to the left-hand column.

  • Sending Policy Tab

Finally, select the method for sending the monitoring report. There are currently 3 send options:

  • None: The report will be on display directly from the management interface.
  • Messaging: The report will be emailed to one or more contacts:

monitoring reports-12

monitoring reports-12a

 

 

 

 

 

 

 

 

  • Fill in the sender address
  • Fill in the e-mail subject
  • Fill in the body of the e-mail
  • Select the contact(s) that the e-mail should be sent to – Only contacts set to active can be selected
  • Select how often the report should be send Daily, Weekly, Monthly, Quarterly, Half-yearly, Yearly.
  • Network Sharing: the report will be held on a shared folder:

monitoring reports-13

 

  • Fill in the path to the share
  • Fill in the domain
  • Fill in the user account login
  • Fill in the user account password
  • Select how often the report should be sent – Daily, Weekly, Monthly, Quarterly, Half-yearly, Yearly.

“Availability analysis” reports

Data is exported to a PDF file by selecting a given period of analysis: Monthly, Quarterly, Annually, Current year or Custom (with a given start and end date).

Reports are configured as for the “Inventory details” report (see earlier). Only the Services tab is unavailable and is replaced by the User services tab.

  • User Services Tab

To choose which user services will be displayed in the report, select the user service priority(ies) from the drop-down list: Low, Medium, High.

The priority of a user service is configured by editing the services detail file, which can be accessed by going to Configuration > User Services. From this same window, configuration can be completed for a group of user services all at once by selecting the services from the list and applying the action Edit general information.

monitoring reports-14

“Performance analysis” reports

Data is exported to a PDF file by selecting a given period of analysis: Monthly (past month) or Custom (selecting the required month).

  • Hosts Tab

To choose the hosts to display in the report on the basis of their priority, click on By category and then select the priority(ies) from the drop-down list: Low, Medium or High (1).

A host’s priority is configured by editing the host detail file, which can be accessed by Configuration > Hosts > List. From this same window, configuration can be completed for a group of hosts all at once by selecting the hosts from the list and applying the action Edit general information.

Next, select the host category by clicking on the button in the right-hand column or by double-clicking on the item. The selected item then moves to the left-hand column.

monitoring reports-15

 

 

 

 

 

 

 

 

 

 

To choose hosts from the list of hosts (only available for the internal inventory category), click on By host: the list of hosts by company/site appears. Each column can be sorted by click on the column heading. To search the list, enter one or more search terms in the search field The search is performed dynamically over all columns in the table.

monitoring reports-16

  • Services Tab

monitoring reports-17

To choose the services to display in the report on the basis of their priority, click on By category and then select the priority(ies) from the drop-down list: Low, Medium or High.

The priority of a service is configured by editing the services detail file, accessed by going to Configuration > Services > List. From this same window, configuration can be completed for a group of services all at once by selecting the services from the list and applying the action Edit general information.

Next, select the service category by clicking on the button in the right-hand column or by double-clicking on the item. The selected item then moves to the left-hand column.

To choose services from the list of services, click on By service: the list of services for the host(s) previously selected is then displayed. Each column can be sorted by click on the column heading. To search the list, enter one or more search terms in the search field. The search is performed dynamically over all columns in the table.

monitoring reports-18

 

 

 

 

 

 

 

 

 

 

  • Sending Policy Tab

To configure how a report is sent, do so in the same way as for a “Inventory details” report (see earlier section).

“Live status” reports

Data will be exported to an HTML file with the option of including or excluding acknowledged events.

  • Company / Site Tab

The configuration is completed as for an “Inventory details” report (see earlier section).

  • Hosts Tab

monitoring reports-19

 

Select the host status(es) that will be displayed in the report: OK, Critical, Unknown or Undefined.

The rest of the configuration is completed as for an “Inventory details” report (see earlier section).

  • Services Tab

monitoring reports-20

Select the service status(es) that will be displayed in the report: OK, Critical, Alert, Unknown or Undefined.

The rest of the configuration is completed as for an “Inventory details” report (see earlier section).

  • Sending Policy Tab

The “Current inventory state” report can only be viewed via an e-mail sent to one or more of the contacts set as active for the company in question.

This section is configured as for the “Inventory details” report (see earlier section).

To display the company logo in the report, click on the monitoring reports-21  icon. The [logo_company] tag appears in the e-mail body section.

To include the report in the e-mail, click on the monitoring reports-22  icon. The [data_reporting] tag then appears in the e-mail body section.

monitoring reports-23

If the report is in another format, it will be included as an attachment to the e-mail
Select contacts for each client company to which the report must be sent (available only for external use reports) Each contact will receive a report on the elements of its own estate ONLY.
Select the internal contacts that will receive the report.
Select the frequency, day, and time of dispatch.

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