APTARE IT Analytics User Guide

Last Published:
Product(s): APTARE IT Analytics (10.5)
  1. Introduction
    1.  
      Overview
    2.  
      Licensed modules
    3.  
      APTARE 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. Using 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.  
        Renaming pinned tabs
      2.  
        Resetting 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.  
      Customizing your view panel
    16.  
      Folder types
    17.  
      Report template icons
    18.  
      Navigating through reports
  5. Generate and maintain reports
    1.  
      Report Scope
    2. Selecting Report Scope
      1.  
        Time Period Considerations
    3.  
      Configuring Report Scope with Attributes
    4. Group Hosts by Attributes
      1.  
        Host Attributes Examples
      2.  
        Find Hosts Without an Attribute Value Set
    5. Searching for Hosts in the Report Scope Selector
      1.  
        Finding 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. Solution Reports Scope Selector Settings
      1.  
        Cascade to Sub-Domains
      2.  
        Storage Optimization Scope Selector
      3.  
        Risk Mitigation Scope Selector
    14.  
      System Health Check Scope Selector
    15.  
      Generating Reports
    16.  
      Generating Reports from the Cloud
    17. Units of Measure in Reports
      1.  
        Detail Reports
    18.  
      Advanced Filtering for Tabular Reports
    19. Customizing Report Filter Logic
      1.  
        Report Filter Operators
      2.  
        Filtering Indicators, Multiple Expressions, Dates, Percentages, Yes/No
    20. Sorting Columns in Reports
      1.  
        To sort columns in a table report
    21.  
      Refreshing and Setting Refresh Intervals
    22.  
      Modifying Reports
    23.  
      Interact with Reports
    24.  
      Work with Topology
    25.  
      Adding a Note to a Backup Job Details Report
    26.  
      Using New and Updated User Report Templates
    27.  
      Using New and Updated System Report Templates (Super User Only)
    28.  
      Saving Reports
    29.  
      Saving Cloud Reports
    30.  
      Deleting 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.  
      Edit the scope for a report on a dashboard
    8.  
      Expand a report to full size on a dashboard
    9.  
      Set the dashboard layout
    10.  
      Delete a dashboard
    11.  
      Remove reports from dashboards
    12.  
      Create a custom report folder
    13.  
      Create shortcuts to reports and templates
    14.  
      Manage My Home Pages
    15.  
      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.  
      Exporting/Importing Dynamic Templates Containing Custom Attributes
    40.  
      Save a Dynamic Template After Edits
    41.  
      Format the Dynamic Template Output
    42. Configure a Bar Chart Dynamic Template
      1.  
        Best Practices
    43. 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
    44.  
      Examples of Bar Chart Dynamic Templates
    45. 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
    46.  
      Configure a Donut Chart Dynamic Template
    47.  
      Example of a Donut Chart Dynamic Template
    48.  
      Configure a Horizontal Bar Chart Dynamic Template
    49.  
      Example of a Horizontal Bar Chart Dynamic Template
    50.  
      Configure a Horizontal Stacked Bar Chart Dynamic Template
    51.  
      Example of a Horizontal Stacked Bar Chart Dynamic Template
    52.  
      Configure a Line Chart Dynamic Template
    53. Line Charts for Performance Metrics
      1.  
        Identify Array Performance Data Fields for a Template
      2.  
        Rules and Guidelines for Performance Line Charts
    54.  
      Steps to Create a Line Chart Dynamic Template
    55. 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
    56. 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
    57. Multiple Objects Per Line Chart, One Metric Per Chart
      1.  
        Field Configuration for Multiple Objects Per Line Chart, One Metric Per Chart
    58.  
      Format Line Chart Fields
    59.  
      Line Chart Scope Selections
    60.  
      Examples of Line Chart Dynamic Templates
    61.  
      Configure a Pie Chart Dynamic Template
    62.  
      Examples of Pie Chart Dynamic Templates
    63.  
      Configure a Stacked Bar Chart in a Dynamic Template
    64. Example of a Stacked Bar Chart Dynamic Template
      1.  
        Configure a Line in a Bar Chart
    65.  
      Configure a Table Dynamic Template
    66.  
      Examples of Tabular Dynamic Templates
    67. 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
    68.  
      Configure Chart Axes
    69.  
      Using Methods in Dynamic Templates
    70.  
      Overview of Method Creation
    71.  
      System Methods
    72.  
      Stand-Alone Methods
    73.  
      Viewing Methods
    74. Adding or Editing Methods
      1.  
        User-Defined Methods
      2.  
        System Methods
      3.  
        Accessing Methods
    75.  
      Tokens for Methods
    76.  
      Exception Tables for a Method's Join Clause
    77. Validate and Save a Method
      1.  
        Method Validation
    78.  
      Delete a Method
    79.  
      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.  
          Examples of Negative Value Formatting
        2.  
          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
    29.  
      Example Query
    30. listChargebackCatByFSDetail
      1.  
        Example Query
    31. listChargebackCatByFSDetail
      1.  
        Example Query
    32. listChargebackByLUNSummary
      1.  
        Example Query
    33. listChargebackByLUNDetail
      1.  
        Chargeback in Cluster and Virtualization Environments
      2.  
        Example Query
    34. listChargebackCatByLUNSummary
      1.  
        Example Query
    35. 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.  
      Detect alerts in the inventory
    8. 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 Master Servers
      1.  
        Configure the Time Zone for a NetBackup Master Server
      2.  
        Default Host Group Hierarchy for Veritas NetBackup
    5.  
      About the Master 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
  13. Manage attributes and objects
    1.  
      About attributes
    2.  
      Attribute example
    3. Host groups vs attributes
      1.  
        When to use attributes (Preferred)
      2.  
        When to use host groups
    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.  
      Delete attributes
    12.  
      Attribute naming rules
    13.  
      Examples of attributes and values
    14.  
      Understanding the attribute management view
    15.  
      Attribute management view (Top-Level domain)
    16.  
      Attribute management view (Sub-Domain)
    17.  
      Export / Import dynamic templates with custom attributes
    18.  
      Export a dynamic template that contains attributes
    19.  
      Import a dynamic template that contains attributes
    20.  
      About object maintenance
    21.  
      Product specific objects for reporting
    22.  
      Maintaining objects
    23.  
      Assign attributes using object maintenance
    24.  
      Search for objects by type in object maintenance
    25.  
      Customize library objects
    26.  
      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.  
      Enabling cloud privileges
    13.  
      Granting access to template designers
    14.  
      Enabling all privileges in a category
    15.  
      Managing users and user groups
    16.  
      Searching for users and user groups
    17.  
      Editing user accounts
    18.  
      Impersonating user accounts
    19. Setting / Resetting passwords
      1.  
        Password notes
    20.  
      Account lockout
    21. Managing user group home pages (Administrator)
      1.  
        My Home pages and user group home pages (Administrator)
    22.  
      Removing portal users
    23.  
      Deactivating user accounts
  15. Configure master schedules and backup windows
    1.  
      About master schedules
    2.  
      Configure master 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 ommunity 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.  
      APTARE 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.  
      Create and edit discovery policies
    6.  
      Exclude devices from discovery policies
    7.  
      Activate discovery probes in the NetBackup Data Collector policy
    8.  
      Monitor discovery processes
    9.  
      View client protection status
    10.  
      Reset Discovery Data
  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.  
        TELNET_REPLY_DISCARD_MESSAGE
      16.  
        THREAD_IDLE_TIMEOUT
      17.  
        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_DUP_JOB_PARTIAL_STATUS_OVERRIDE
      4.  
        NO_AVAMAR_CLI
      5.  
        RMAN_BACKUP_LOOKBACK_DAYS
      6.  
        RMAN_BACKUP_LOOKBACK_OVERRIDE
      7.  
        SUPPRESS_KERBEROS_PROMPT
      8.  
        USE_ALT_NBU_INCL_EXCL
      9.  
        USE_NTML_V2
      10.  
        VEEAM_BACKUP_LOOKBACK_DAYS
      11.  
        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. 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.  
      Manage your profile and set a language preference
    6.  
      Change your login password
  24. Analyze files
    1.  
      Overview
    2.  
      File categories
    3.  
      Adding/Editing file categories
    4.  
      File list export
    5. File list export output in CSV format
      1.  
        Exported CSV file example
  25. 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
  26. Attribute inheritance overrides
    1.  
      Overview
    2. Override inherited attribute values
      1.  
        Use case 1
      2.  
        Use case 2
  27. 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

Create and edit discovery policies

Discovery is a policy-based module that enables you to tune and configure parameters for the Discovery engine. You must create a Discovery policy for each Veritas NetBackup master server and for each Discovery type that you want to enable on them.

Discovery policies are executed on the master servers at intervals that you can set. Although the values that you specify for these "wake-up" intervals reside in a configuration file, the recommendation is to update these intervals via the Portal, not the configuration file.

See Discovery policies overview.

See About Discovery types.

To create discovery policies

  1. Determine the master server that requires the policy that you are about to create.
  2. Select Admin > Reports > NetBackup Discovery to display the list of master servers in the Discovery Administration window.
  3. Select a Management Server and click Edit. You also can double-click the server.

    Three Discovery processes can be scheduled via this Discovery Administration window:

    New server discovery:

    See Client drive discovery.

    Media server file systems:

    See Media server disk discovery.

    NetBackup server file systems:

    See Backup policy coverage.

  4. Set the times that specify when the Discovery process will be executed.

    The format for the time: minutes, hours, day of month, month, day of week

    Table 1 lists the allowed values and Table 2 lists the default values.

    Field

    Values

    minutes

    0-59

    hours

    0-23

    day of month

    1-31

    month

    1-12

    day of week

    1-7 (1 is Sunday)

    A field may also be an asterisk (*), which means the full range - i.e. "first" to "last".

    When configuring the start window, you need to consider the wake-up period of the Discovery processes. If you configure a window of "* 2-3 1 * *" (that is, between 2 and 3 am on the first day of each month) for the New Server Discovery process, the process might run twice if it wakes up at 2am, takes 15 minutes to execute, sleeps for 40 minutes, then wakes up again at 2:55am. Since the start window is still active at 2:55am, it will run again.

    Discovery Type

    Wake-up Time

    Start Window

    New Server Discovery

    40 minutes

    * 14-15 * * 1 (Every Monday, between 2 and 3pm)

    Media Server Discovery

    20 minutes

    * * * * * (Anytime - i.e. runs every 20 minutes)

    NetBackup Client File Systems

    35 minutes

    * 16-17 * * 1 (Every Monday, between 4 and 5pm)

  5. For each device that Discovery should probe:

    In the Discovery Administration window, click Add to add a device or select device and click Edit.

    In the IP address range field, enter either a single IP address or an IP address range.

    An IP range is in the format nnn-nnn (For example: 172.16.100-110.1-255 covers 11*255 = 2805 IP addresses). Multiple ranges can be added and each range can be independently activated or deactivated via the active check box.

    The Media Server Discovery Policy automatically generates the list of devices to probe-- essentially all media servers associated with the management server. Similarly, the NetBackup Server File System Discovery Policy automatically generates the list of servers to probe by finding all servers contained in policies on that management server.

  6. Click OK to save your settings.