en-US
search-icon

Analyzer 8.3 Admin Guide

Dashboard

Using the Dashboard Panel

This chapter provides an overview of the SonicWall Analyzer Dashboard.

See the following sections:

The Dashboard control bar provides top-of-the page menu items for customizing the settings of this page. When the Dashboard loads after SonicWall Analyzer login, the control bar is displayed and then becomes hidden until you place your mouse cursor at the top of the page. You can lock the control bar by clicking on the “pin the control bar” icon.

The Dashboard control bar provides the following components:

Universal Scheduled Reports — Includes Universal Scheduled Reports Wizard to create report templates.
Switch to Full Screen — The four arrows in four corners icon enables the page into full-screen mode.
Pin Control Bar — The pin icon allows you to keep the Dashboard control bar always on.

Using the Universal Scheduled Reports Application

Scheduled Reporting has been an essential reporting component since the initial release of the SonicWall Analyzer product. It provides management interfaces to let you setup schedules and configure reports to be exported in a periodic fashion and in various report formats. A typical scheduled report configuration is broken down by functionality and by nodes. Users need to navigate to separate tabs to configure scheduled reports for different nodes. The Universal Scheduled Reporting application streamlines the configuration processes to unify and enhance the existing functionality to the system-wide usage patterns. This allows you to collect report data from multiple appliances and create a single global report.

To configure the Universal Scheduled Reports application, refer to the following sections:

Using the Manage Templates Component

Manage Templates are used to create a template that makes up the list of reports at group level or unit level. The list of available reports for each of the product types are abstract, so all the available reports in system are presented here. The report list contains the appliance firmware and shows all the available reports in SonicWall Analyzer for the appliance. This decision on which report is applicable to a particular firmware version (for example, Application Intelligence is for SonicOS 5.8 or higher) is made at run time when the scheduled report engine is ready to create the report. The schedule report creation and the template usage is detailed in this section.

Adding a Template

To add a template using the Template Manager, complete the following steps:
1
Navigate to the Universal Scheduled Report > Manage Templates page.

2
Choose the tab for the appliance to which you wish to add a template.
3
Select the option for either a unit or group template.
4
Click Add Template.

5
Enter a name for your template.
6
Visible To Non-Administrators is disabled by default, select the check box to enable this option. This allows the end users to view list of all the report templates at a read-only level.
7
Select the check box next to the Reports you wish to use for this template.
8
Select the check box next to the Policies you wish to use for this template.
9
Click Add.

The configured template is now populated in the Template Manager list.

Editing an Existing Template

This section details the configuration procedures for editing an existing template. The Universal Scheduled Report > Manage Templates allows you to filter the template list by Name, Level, Owner, and Last Update.

To use the search option to find and edit an existing template, complete the following steps:
Searching for an Existing Template
1
Navigate to the Universal Scheduled Reports > Manage Templates page.
2
Click the search text field, then enter your search criteria.

A drop-down appears under the search text field.

3
Select a filter for your search criteria by clicking Name, Level, Owner, or Last Update from the search drop-down list. In this example, we are entering “unit” for the search criteria and filtering the search results by level.

The Template Manager window displays the latest search results. Notice the template list now only shows report templates for level: units.

* 
NOTE: To clear your search results and return the reports template list back to default, click Clear.
Editing an Existing Template

Now that you found an existing template using the search filter, it is time to use the edit option.

* 
WARNING: Editing an existing template also changes the associated scheduled reports (if applicable).
To edit an existing template, complete the following steps:
1
Click the Edit icon for the report you wish to edit.

The Edit Template window displays.

2
Edit the name for your template.
3
Visible To Non-Administrators is disabled by default, select the check box to enable this option. This allows the end users to view list of all the report templates at a read-only level.
4
Select the check box next to the Reports you wish to use for this template.
5
Select the check box next to the Polices you wish to use for this template.
6
Click Update.

The configured template is now populated in the Template Manager list.

Deleting a Template

The Template Manager offers three different ways to delete a template: deleting a single template, deleting multiple templates, or deleting all templates. Use the section Searching for an Existing Template to search for templates to delete.

To delete a Universal Scheduled Report Template(s), complete the following steps:
* 
WARNING: Deleting a template(s) creates a cascading task to remove it from the Scheduled Reports that are using this template.
Deleting a Single Template
1
Navigate to the Universal Scheduled Reports > Manage Templates page.
2
Click the Trash icon for the template you wish to delete from the Template Manager list.

Deleting Multiple Templates
1
Navigate to the Universal Scheduled Reports > Manage Templates page.
2
Click the check boxes for the templates you wish to delete.
3
Click Delete Selected. This button is grayed out by default until a check box is selected.

Deleting all Templates
1
Navigate to the Universal Scheduled Reports > Manage Templates page.
2
Select the Name check box, this selects all templates in the list.
3
Click Delete Selected. This button is grayed out by default until a check box is selected.

Adding a Scheduled Report Component

Using Universal Scheduled Reports gives you the ability to schedule reporting for multiple appliances at once, 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

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 drop-down list. You can further filter the Group/Device list by clicking the View drop-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.

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
Click the View drop-down, then select a view type from the list. In this example, we are selecting ModelView (GlobalView is selected by default), because we are searching for an exact appliance model. You can also filter the Device List by FirmwareView, or GlobalView.

The Device List now displays all the appliance models.

4
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 Search (if you know the exact name of the device), then manually enter the device name or select the device from the drop-down list.

5
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 Report - 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, and Theme Information, 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 SMA devices (unit level).

Selecting Reports
1
Navigate to Dashboard > Universal Scheduled Report > 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 the section 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 the reports for the SMA device.

7
Select the SMA tab.

The SMA models display in the Device List.

8
Click the Model: SMA 4800.

The Device List displays all the SMA 4800 devices.

9
Click the Arrow icon for the SMA 4800.

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 SMA 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 the Yes radio button, one XML file per report is generated. In this scenario, the number of XML files created is equal to the number of reports chosen.

The ZIP Password Protection option is grayed out.
Report Language: English, Japanese, Chinese (Simplified), Chinese (Traditional), Korean, Spanish, or Portuguese
Report Rows Display: 5, 10, 20, 50, 100, 250, 500, 750, 1000, 1500, or 2000
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 report to a new folder.
15
Complete the following in the Email / Archive Info panel:

16
Click the E-mail check box to send a PDF report to an email account or alias.

The Email configuration options display.

17
Click the E-Mail Destination drop-down, then select an Administrator or Adhoc User.
18
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.
19
Enter the E-mail Subject: Weekly Firewall and SMA Report
20
Enter the E-Mail Body: This Universal Scheduled Report contains the SonicWall TZ 210 wireless-N group and SMA 4800 unit

21
Click the Archive check box to save a PDF report to a new folder.
22
Archive Folder: Test Archive Folder 1

23
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.

24
Select / Enter the following in the Cover Page panel:
Cover Logo: Select a logo (click the drop-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

25
Select or enter the following in the Report Page panel:
Report Title: Foreground and Background colors
Report Description: Foreground and Background colors

26
Click the Cover Page and Report Page tabs to preview your Universal Scheduled Report.

27
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 Reports > 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.
28
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.
29
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.

30
Click Finish to complete the report. The report is now scheduled and can be found in the Universal Scheduled Reports > Manage Scheduled Reports page.

Managing the Scheduled Reports Component

Managing Scheduled Reports is used to manage the scheduled report task inventory by resending, Emailing / archiving now, editing, and deleting scheduled reports.

Resending a Scheduled Report

To resend a scheduled report, complete the following steps:
1
Navigate to the Universal Scheduled Reports > Manage Scheduled Reports page.

2
Use the filter options to search for a report in the Scheduled Report Management list, select the check box of the report you wish to resend.
3
Click Resend for Data Range.

The Select Data Range pop-up window displays.

4
Enter the Start / End dates by clicking the Calender icon and selecting the dates.
5
Click Re-send.

The Info pop-up window displays, confirming the schedule resend is complete.

6
Click OK.

Emailing/Archiving Now

To Email/Archive a Universal Scheduled Report before its scheduled sending date, complete the following steps:
1
Navigate to the Universal Scheduled Reports > Manage Scheduled Reports page.

2
Use the filter options to search for a report to Email /Archive in the Scheduled Report Management list.
3
Select the check box next to the report name.
4
Click Email/Archive Now.

The Info pop-up window displays, confirming the immediate processing of Email / Archive.

5
Click OK.

Your Scheduled report is now Emailed and Archived.

Editing a Scheduled Report

To edit an existing scheduled report, complete the following steps:
1
Navigate to the Universal Scheduled Reports > Manage Scheduled Reports page.

2
Use the filter options to search for a report in the Scheduled Report Management list, click the Edit icon for that Report.
3
To edit the Scheduled Report, use the same configuration procedure shown in Creating a Universal Scheduled Report.

Disabling a Scheduled Report

To disable a scheduled report, complete the following steps:
1
Navigate to the Dashboard > Universal Scheduled Report > Manage Scheduled Reports page.
2
Click on the Edit icon for the report you wish to disable.

The Universal Scheduled Reports - Configuration Manager window displays.

3
Click Next.

The General Information Page displays.

4
In the Format/Settings panel, navigate to the Disable the Report option and click Yes.
* 
NOTE: To enable the scheduled report, repeat steps 1-3, then click No.

Deleting a Scheduled Report

To delete an existing Universal Scheduled Report, complete the following steps:
1
Navigate to the Universal Scheduled Report > Manage Scheduled Reports page.

2
Use the filter options to search for a report in the Scheduled Report Management list, select the check boxes for the reports you want to delete.
3
Click Delete Selected.

The selected reports are now deleted.

* 
NOTE: You can also use the Trash icon to delete a specific Scheduled Report.