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GMS 8.3 Admin Guide

Dashboard

Using the Dashboard tab

The Dashboard tab is a customizable executive summary of your SonicWall™ Global Management System (GMS) deployment. The Dashboard tab provides powerful network visualization reporting, monitoring, and search filtering tools consolidated into one area of the management user interface. The Dashboard tab consists of the following components:

The Dashboard tab provides administrators with an executive summary through a Universal Dashboard geographic map. As depicted in the screen that follows, the Geographic View provides a scalable map that displays your SonicWall GMS-managed units and SonicWall GMS servers using graphical icons--these icons provide system state information with a mouse over. The Geographic View also provides global to regional map displays of VPN Monitor Views. The administrator can also use the search option to quickly find keywords within their SonicWall GMS deployment. And each SonicWall GMS administrator can create multiple-customized views of the Universal Dashboard unique to their administrator login.

Upon initial login, you see a default Dashboard tab. You are able to further customize this page by configuring and adding preferred components.

The Dashboard tab also provides administrators with a centralized location to create Universal Scheduled Reports for Firewall, SMA, and Email Security (ES) reporting solutions.

Using the Dashboard Control Bar

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

The Dashboard control bar provides the following components:

Universal Dashboard—Includes Geographic View and associated widgets.
Universal Scheduled Reports—Includes Universal Scheduled Reports Wizard to create report templates.
My Default Page—Includes a default settings widgets page.
Manage Page and Widget Settings—The cog wheel icon launches the Manage Page and Widget Settings configuration tool. This tool allows you to edit, delete, or add new widgets for your Universal Dashboard page, My Default Page, or a new user page. You can also create widgets for a specific set of SonicWall devices.
Save Layout—The floppy disk icon allows you to “Save Layout.” This allows you to save the Geographic View and the order of your list of widgets.
Search using Keywords—The Search bar allows you to filter the information displayed on the geographical map.
Keywords available for various search areas—The abc icon displays the Keyword help that includes a list of available keywords, usage description, and a filter example.
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 Dashboard

The Dashboard tab default view displays the “Universal Dashboard.” The Universal Dashboard provides the administrator—upon initial login with factory defaults—a geographical map displaying SonicWall GMS deployment information.

The Geographical View displays the following SonicWall GMS elements graphically:

SonicWall GMS-managed units—such as Firewall, SMA, and Email Security (ES) appliances
SonicWall GMS-host servers—such as UMH hosts in server, console agent, or database role configurations
Auto-discovered units behind the SonicWall GMS remotely-managed units—such as configured network address objects like public servers

Depending on the administrative access privileges that a logged in user has, the right subset of objects in the previous image are displayed on the geographical map. For example, the “SonicWall GMS Servers” is available for display in the map only for the Administrators group users of LocalDomain.

This section contains the following subsections:

Using the Geographic Map View

The Dashboard geographic map provides easy-to-use viewing controls. These controls allow the administrator to use their mouse to hover over elements, configure elements using the mouse right-click menus, and to scale the map to predefined size called “fit to scale.” More information on using these viewing controls are described in the following table:

 

Geographic Map Viewing Controls 

Map View Control

Location

Description

Zoom

Click the focus bar plus symbol (+) and minus symbol (-) focus bar to expand and contract the viewing area

Using menus and mouse gestures, zoom in and zoom out of regional areas of the Geographic map.

Fit to Scale

Fit-to-Scale button, a mouse-over message displays “Show all the objects on the Map”

The “Fit to Scale” button provides an instant-zoom panning view where the entire SonicWall GMS deployment and managed-devices are displayed all at once on the Map.

Clear Selection

An “X” button clears your selection on the Map. This button is below the Fit-to-Scale button.

The clear selection button refreshes the Map and removes previously a selected item or set.

Pin Icon

Hover over with mouse pointer or right-click and select Details

Displays system information depending on the SonicWall appliance selected, below is for a SonicWall firewall:

Name: Displays SonicWall appliance friendly name.
Serial: Displays SonicWall appliance serial number.
Domain: Displays SonicWall GMS domain group.
Firmware: Displays firmware version.
Type: Displays appliance type from Firewall, SMA, and Email Security (ES) to network object.
Management Mode: Displays SSL management enabled or disabled.
Management IP: Displays management IP address.
LAN IP: Displays LAN IP address.
Status: Displays node status from up, down, provisioned, or unknown.

Blob or Group of Pin Icons

Hover over with mouse pointer

Displays the number of units and appliance friendly name for a specific group type.

Unknown

Click the slider to open a small window on the right side of the map.

Displays units and instances that cannot be placed on the Map because their Geo Locations are not known. You can drag and drop units from this list to the Map.

This section contains the following subsections:

Using the Geographic View Zoom Bar

The zoom bar for the Geographic Map allows the network administrator to scale the view to a larger holistic view of the entire world or zoom down to a smaller local region. The zoom bar is easy to use, and the page refreshes quickly. Click on the zoom bar minus (-) button to zoom out to view a full map of the world.

Alternatively, click on the zoom bar plus (+) button to zoom in to view a specific area or region of the Map. Another method to zooming into a target area of the map is by double-clicking a spot on the Map. Each double-click zooms into the map one increment closer. You can also use the scroll-button on a mouse to zoom.

Displaying All Objects on the Geographic Map

Because many SonicWall GMS deployments contain dispersed devices in many different cities and countries around the world, you can view all the objects at once by clicking Show all the objects on the Map. This button is located below the minus (-) button on the zoom bar.

In this example, the entire SonicWall GMS deployment of SonicWall GMS hosts and managed devices are located in the continental United States map. Therefore, clicking Show all objects on the Map displays all the nodes for this deployment in the continental United States map. To save this Geographic View, click the floppy disc icon on the Dashboard control tab.

Using the Deployment View

To change the Dashboard Geographic View default view to the “Deployment View,” point your mouse cursor on the Map. Right-click the Map, and select Deployment View. The Deployment View provides the location of your SonicWall GMS hosts with graphical color lines to each SonicWall GMS-managed device as shown below.

The Dashboard Geographic View provides the ability to display your SonicWall GMS deployment for an all-in-one role configuration or a distributed deployment of multiple SonicWall GMS hosts in server, console or database role configurations. SonicWall GMS currently provides support for only a single management host location. This single management host location allows you to view all your SonicWall GMS-managed devices that contain a defined geographic location. SonicWall GMS-managed devices that do not have a defined geographic location are listed on the right-margin of the Map in the a slider window: location not known.

The Deployment View connecting lines from the SonicWall GMS host to the SonicWall GMS-managed device are graphical color lines representing the status of the management tunnel as follows:

SSL management up line: a blue solid line
SSL management down line: a red solid line
Management tunnel up line: a blue dashdot line
Management tunnel down line: a red dashdot line
Management tunnel provisioned line: a yellow dashdot line

Using the VPN Monitor View

To change the Dashboard Geographic View default view to the “VPN Monitor View,” point your mouse cursor on the Map. Right-click the Map, and select VPN Monitor View.

The Dashboard Geographic View provides the ability to display the status of VPN service security associations (SAs) for your SonicWall GMS-managed firewalls that contain a defined geographic location. The VPN Monitor View provides a graphical line segment between the SonicWall GMS-managed firewall and the VPN tunnel endpoint. The VPN tunnel endpoint can be a remote site or an IPsec client computer. The VPN Monitor View displays connected and non-connected SAs.

The VPN Monitor View provides the location of your SonicWall firewall with graphical color lines to each VPN tunnel endpoint as shown in the following image. Navigate your mouse to the top-right corner of the VPN Monitor View to filter the VPN Tunnel view from the following:

VPN Tunnel Up—Displays only up VPN SAs.
VPN Tunnel Down—Displays only down VPN SAs.
VPN Tunnel Disabled—Displays only disabled VPN SAs.
VPN Tunnel Unknown—Displays only VPN SAs whose location is unknown.
VPN Tunnel All—Displays all VPN SAs.

The VPN Monitor View connecting lines from the SonicWall GMS-managed firewall to the VPN Tunnel endpoint are graphical color lines representing the status of the VPN tunnel as follows:

VPN tunnel up line: a blue solid line
VPN tunnel down line: a red dash line
VPN tunnel disabled line: a gray dot line
VPN tunnel unknown line: a yellow dashdot line

For more information on configuring your SonicWall GMS-managed firewall VPN settings, refer to the Firewall > Policies > VPN > Settings page.

Dashboard Geographical Map Icons

This section provides a description of each icon displayed on the Map. The following table provides a description reference for each unique graphical. Note when an icon pin is selected on the Map, the icon changes color to a lighter highlight from dark gray to light blue indicating the node is selected.

 

Dashboard Geographic Map Icons 

Graphical Icon

Description

A dark gray encapsulated pin icon displays an “deselected” SonicWall GMS-managed unit or group. While a light blue encapsulated pin icon displays a “selected” SonicWall GMS-managed unit or group.

Displays an “up/down status” SonicWall GMS-host deployed in the all-in-one role configuration.

Displays an “up/down status” SonicWall GMS-host deployed in server role configuration.

Displays an “up/down status” SonicWall GMS-host deployed in console agent role configuration.

Displays an “up/down status” SonicWall GMS-host deployed in database role configuration.

 

Displays an “up status” for a single unit or a group of SonicWall GMS-managed devices.

Displays a “down status” for a single unit or a group of SonicWall GMS-managed devices.

Displays a “provisioned status” for a single unit or a group of SonicWall GMS-managed devices.

Displays an “unknown status” for a single unit or a group of SonicWall GMS-managed devices.

VPN Monitor View

Displays an “up status” for a single or group of VPN tunnel endpoints.

Displays a “down status” for a single or group of VPN tunnel endpoints.

Displays a “disabled status” for a single or group of VPN tunnel endpoints.

Displays an “unknown status” for a single or group of VPN tunnel endpoints.

Using the Context-Sensitive Universal Dashboard Widgets

The Geographic View provides context-sensitive widgets. Widgets are display windows underneath the default Geographic Map. By default, widgets display a group-level data and statistics of your entire SonicWall GMS deployment. When you view widgets for the Universal Dashboard, the data and statistics are representing group-level data and statistics.

For context-sensitive Widget data and statistics, you must select a node or group of nodes on the Geographical Map. When a node on the Geographical Map is selected, the graphical Pin Node icon changes color from black (deselected) to light blue (selected), and subsequently the widget data and statistics become context-sensitive to the selected node or group of nodes.

Selecting a group of nodes on the Geographic Map can be completed by holding Ctrl while clicking the nodes one at a time. Alternatively, you can select a group of nodes on the Geographic Map by holding the shift key and dragging your mouse cursor around the map region as illustrated in the following image.

The following widgets are displayed for the Universal Dashboard:

Logs—Displays the log event message, the friendly name of the SonicWall device, and the date timestamp.
Sites—Displays site IP, browse time, hits, and the amount of data transferred.
Alerts—Displays the alert message and the last reported time.
Applications—Displays application category, events, and the amount of data transferred.
Scheduled Tasks—Displays the description of each scheduled task, the friendly name of the SonicWall device, and the local time of the schedule.
Threat Category—Displays Top Intrusion/Anti-Spyware/GAV Categories and Top Attacks including respective action and event messages.
Data Usage—Displays a Timeline graph and a list of Top Protocols including protocol service name, number of connections, and the amount of data transferred.
* 
NOTE: Select a node or group of nodes for context-sensitive widget data and statistics. The widgets display context-sensitive data specific to the network traffic on the selected node.

For more information, refer to Adding Widgets on the Universal Dashboard.

Filtering with the Search Using Keywords

The Search bar at the top of the Dashboard tab enables the administrator to filter the information displayed on the geographical map. Based on the search criteria, a blob can become an icon, or icon can become a blob. The administrator can use the Search bar to fine-tune the display on the geographic map the following SonicWall GMS deployment information:

SonicWall firmware version
Network object name
User name
Object type including managed Firewall, SMA, or Email Security (ES) device, NetMonitored device, or SonicWall GMS servers

The Search bar uses both text and expression matching to allow the administrator to create filter criteria with combination strings. For text criteria, the following search operators are supported:

equals
contains
starts with
ends with

For expression type criteria, the following search operators are supported:

=
<
>
!=

The ABC icon next to the Search bar allows you to filter by selecting from a list in the Keyword Help as shown in the following image. The Keyword Help dialog provides a Description and Usage example for each keyword. Verify the purpose and usage of the keyword before using the selected keyword in a filter.

Select a keyword to be used for search or filter. The keywords listed on the left side provide filter options for your Geographic View. You can only select one keyword at a time. After selecting a keyword, click Use to add this search criteria.

* 
NOTE: Not all keywords apply to all Widgets. For a few keywords there are Widgets with applicability, and there are Widgets where the keyword is not interpreted based on context.

Determining the Universal Dashboard Geographical Map Location

An administrator now has multiple ways to determine the location of an object in the geographic map. The following list is numbered chronologically show to location-configuration precedence order:

1
The public WAN IP of the network address object is used to determine the location of the object in the geographic map. This excludes all objects with private addresses, for example, 10.0.0.0/8, 172.16.0.0/12 and 192.168.0.0/16 networks. A mapping service is used to map the WAN IP to longitude and latitude, which is then translated into a location in the Geographic View.
2
When a unit is added into SonicWall GMS, the administrator can specify the location of the unit, either explicitly in a standard address format, or interactively through a map to determine the longitude and latitude of the unit’s position. Information provided using this approach overrides the information retrieved using WAN IP as described in step 1.
3
In the Geographic View, the administrator can drag a unit and position it anywhere in the map. This updates the location information (longitude and latitude) of the network address object and overrides information in step 1 and step 2.
4
For network address objects whose location is unknown (either because its IP is not known or the IP is in the private IP space, or the administrator has not provided longitude and latitude information), these will be displayed in a special “unknown” area of the geographic map—from where these can be dragged and placed anywhere in the map
5
The SonicWall GMS Servers’ public WAN IPs is determined by SonicWall GMS using Web services, and the IPs are used for initial positioning of the SonicWall GMS servers.

Geographic Map User Interface and Location “Unknown”

An administrator trying to determine what section of the world map to display views the smallest geographic denomination that holds all network objects, in the order as follows:

World map—When network objects belong to different continents, the world map is displayed.
Continent map—When network objects belong to different countries within a continent, the continent map is displayed.
Country map—When network objects are contained in a single country, the country map is displayed.
State map—When network objects are contained in North American states within Canada and the United States, the state map is displayed.
City map—When network objects are contained within a single city’s area limits, the city map is displayed.
Local region/county map—when network objects are zoomed in to the smallest geographic map area, the local region or county map is displayed.

The network objects displayed in the Geographic Map are either an individual network object or an intuitive blob that represents a collection of network objects.

The “Unknown” section of the map is a place holder for all the network address objects whose location is unspecified. Select a node in the Geographic Location Unknown list. Drag the node to a location on the map, and a message displays, “Are you sure you to move the node?”

Click Yes to accept this geographic location. The geographic location for the selected node is updated with the new geographical longitude and latitude coordinates. To view or update the location, right click the selected node.

Updating the Location Address and Geocode

The Geographic View allows you to update the location information for a single node or a group of nodes. There are many SonicWall GMS deployments where a network administrator sets up and configures multiple SonicWall devices in one location and then deploys these devices in dispersed areas around the world. This is made easy for SonicWall GMS administrators by right-clicking on the Geographic Map the group node icon, and then entering the new location information. The following page displays when you right-click on a node on the Geographic Map.

The location information requires the geographical map address if available, which includes the following information:

Street
City
State
Zip code
Country

Alternatively, the location information also requires geo location, which includes the following information:

Latitude
Longitude

Enter either the location address or geo location to save the location setting. You can use Locate to locate based on an Address or Geocodes, and then complete the other field based on location search results. For the best results, enter the location address for SonicWall appliances residing in North America or Europe, and you can click Locate Geocode to identify the latitude and longitude coordinates, and for the best results for SonicWall appliances residing outside of North America or Europe, enter the Geo Location for these devices. Locate Address does not provide the best results for devices residing outside North America and Europe because the locate address Web service does not provide detailed coverage for all areas.

You also can enter the location information for each SonicWall device on the respective System > Info page. When the location information is updated on these pages, the Geographic Map is updated instantaneously.

Managing Page and Widgets

SonicWall GMS provides administrators the ability to fully customize their Universal Dashboard and My Default Page by adding Widgets. To edit or add Widgets, click on the “cog wheel” icon and the Manage Page and Widgets configuration page displays as shown in the following image.

This section contains the following subsections:

Adding Widgets on the Universal Dashboard

This section provides information on how to use the Manage Page and Widgets configuration page for the Universal Dashboard. To add a new Widget, select from the pull-down menu the following choices:

Alerts Widget
Applications Widget
Data Usage Widget
Logs
Scheduled Tasks
Sites Widget
Threat Categories Widget
* 
NOTE: No Widget containing the same content can be added more than once in the Universal Dashboard or My Default Page.

Up to a maximum of 25 Widgets can be added to the Universal Dashboard or the My Default Page.

Adding a New Dashboard Page

The Universal Dashboard page provides context-sensitive Widgets based on your node selection in the Geographic Map. And the My Default Page provides customizable Widgets that are not context-sensitive to the Geographic Map—because the Geographic Map Widget is not available on the My Default Page or a New Dashboard Page. New Dashboard pages are convenient for network administrators to create customizable Dashboard Widgets for SonicWall GMS users belonging to a particular SonicWall GMS domain group. This allows for different Dashboard pages for each user.

To add a new Dashboard page, launch the Manage Page and Widgets Settings page. And click the plus (+) icon in the top-right corner. The following window displays.

Enter a new name for your new Dashboard page. Most commonly, network administrators create new Dashboard pages for managed-security providers servicing customers around the world. You can also create Dashboard pages for your company’s different departments in Engineering and IT Operations for customized Dashboard views.

Managing Your Widgets

Each Widget contains control options at the top tab that include the following options:

Widget Settings—Click the cog wheel icon to edit, delete, or copy the widget to another page.
Refresh Widget—Click the ying yang icon to refresh the data and statistics for the widget. Widgets automatically refresh every 60 seconds.
Minimize—Click the minimize window icon to hide your Widget in the bottom-right corner.
Restore/Maximize—Click the four arrows in four corners icon to display the widget in window in maximized view. Click the icon again to restore the Widget back to its original window size.

Widgets can be resized by holding the bottom corners to the desired window size.

Widgets can also be reordered by drag and drop selection. Selecting a Widget and dragging it over another Widget changes the top panel to a darker color—this represents a Widget that is overlapping another Widget and the following message displays.

The drop position of the Widget allows you to reorder the position of your widget before the selected widget. For example in this case, The Scheduled Tasks Widget is placed in the drop position before the Applications Widget. The Dashboard page refreshes and now the widgets are reordered as follows:

1
Sites Widget
2
Scheduled Tasks Widget
3
Applications Widget
4
Logs Widget

You can also re-order the position of Widgets by using the Manage Page and Widgets configuration page. In the Manage Page and Widgets configuration page, drag the Widget you want to re-order to your preferred drop location. The two Widgets swap locations.

Using the Universal Scheduled Reports Application

Scheduled Reporting has been an essential reporting component since the initial release of the GMS product. It provides management interfaces to let the user 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 (Firewall, SMA, Email Security (ES), and Monitor) and by nodes (Group and Unit). You 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 the user 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 (Firewall, SMA, and Email Security (ES)) 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 GMS for the appliance. This decision on which report is applicable to a particular firmware version (for example, Application Intelligence is for SonicOS 5.8 and above) 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.

The Edit Template window displays.

* 
NOTE: Visible to Non-Administrators is available for SonicWall GMS only.
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 > Template Manager 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 Template page.
2
Click the search text field, then enter your search criteria.

A pull-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 pull-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.

* 
CAUTION: Editing an existing template also changes the associated scheduled reports (if applicable).
1
Click the Edit icon for the report you wish to edit.

The Edit Template window displays

* 
NOTE: Visible to Non-Administrators is available for SonicWall GMS only.
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 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 Template 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 Template 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 Template page.
2
Select Name, 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 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

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 Country View, Firmware View, Model View, SonicPoints, or Test View.

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 SMA 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 SMA device.

7
Select the SMA tab.

The SMA models display in the Device List.

8
Click the Model: SMA 2000.

The Device List displays all the SMA 2000 devices.

9
Click the Arrow icon for the SMA 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 SMA only offers a Reports tab (no Policies tab).
11
Click Next.

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 One Report Per XML file check box displays. If you click the box, one XML file per report is 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), Korean, Spanish, or Portuguese.
Report Rows Display: 5, 10, 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)

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

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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.
 
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NOTE: Multiple destinations can be sent in a single E-mail.
Enter the E-mail Subject: Weekly Firewall and SMA Report
Enter the E-Mail Body: This Universal Scheduled Report contains the SonicWall TZ 210 wireless-N group and SMA 2000 unit

Click Archive to save a PDF/XML report to a folder.
Archive Folder path: C:\GMSVP\ArchiveReports

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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.

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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.

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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

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

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

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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.
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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.
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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.
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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.
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In the Action Permissions for Schedule Report 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—users with manage permissions can run and edit (manage) the report.

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Click Finish to complete the report. The report is now scheduled and can be found in the Universal Scheduled Report > 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 the section Creating a Universal Scheduled Report.

Disabling a Scheduled Report

To disable a scheduled report, complete the following steps:
1
Navigate to the 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.
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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.

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