NetBackup IT Analytics User Guide

Last Published:
Product(s): NetBackup IT Analytics (11.0)
  1. Introduction
    1.  
      Overview
    2.  
      Licensed modules
    3.  
      NetBackup IT Analytics components
  2. Understand the Portal
    1.  
      Overview
    2.  
      Portal access
    3.  
      Portal overview
    4.  
      Navigating with search
    5.  
      Valid entries for search
    6.  
      Search results view: Narrowing the scope
    7.  
      Filtering data in management grids
    8.  
      Advanced filtering
    9.  
      Customizing advanced filter logic
    10.  
      Saving advanced filters (Inventory)
    11.  
      Advanced filtering examples
    12.  
      Advanced filter operators
    13.  
      Clear advanced filters
    14.  
      Delete saved advanced filters
    15.  
      Select columns on management pages
    16.  
      Detect alerts in the inventory
    17.  
      About the Inventory tab
    18.  
      About the Reports tab
    19.  
      Reports tab keyboard shortcuts
    20.  
      Reports tab basics
    21.  
      Templates, reports, and dashboards overview
    22.  
      About the Alerts tab
    23. About the Admin tab
      1.  
        Users
      2.  
        Domains
      3.  
        Chargeback
      4.  
        Solutions
      5.  
        Data Collection
      6.  
        Reports
      7.  
        Advanced
  3. Explore your inventory
    1.  
      Exploring your inventory
    2.  
      Inventory privileges
    3.  
      Getting started with the Inventory navigator
    4. Hierarchy toolbar to organize your data
      1.  
        Attribute value limitations
      2.  
        Selection combinations
      3.  
        Inventory object limits
    5. Show objects
      1.  
        Backup Servers in the Inventory
      2.  
        Count values
    6.  
      Reset inventory defaults
    7.  
      Host groups
    8. Use attributes to organize your data
      1.  
        System attributes
      2.  
        Attribute value limitations
    9.  
      Use host groups to organize your data
    10.  
      Create custom object lists
    11.  
      Working with the inventory reports view
    12.  
      Accessing inventory reports
    13.  
      Choose reports to display
    14.  
      Filter within available reports by category
    15. Pin reports - saving reports with inventory objects
      1.  
        Rename pinned tabs
      2.  
        Reset default report names on pinned tabs
    16.  
      Inventory reports and the action menu
    17.  
      Work with the inventory list view
    18.  
      Filter the inventory list view
    19.  
      Manage objects in the inventory list view
    20. Assign attributes in the inventory list view
      1.  
        About attributes
      2.  
        Attribute limitations
    21.  
      Set attribute values in the inventory list view
    22.  
      Import host attribute values
    23.  
      Export objects from the inventory list view
    24.  
      Delete objects using the inventory list view
    25.  
      Customize columns in the inventory list view
  4. Get acquainted with reports
    1.  
      Overview
    2.  
      Reports and templates
    3.  
      Cloud reports and templates
    4.  
      Report library
    5.  
      Report orientation
    6.  
      Shared reports and dashboards
    7.  
      About dashboards
    8.  
      Work in the Reports tab
    9.  
      New badge
    10.  
      About caching
    11.  
      Sections in the navigation panel
    12. About badging
      1.  
        Home section
      2.  
        Cloud section
    13.  
      About the action bar
    14.  
      Reports tab keyboard shortcuts
    15.  
      Folder types
    16.  
      Report template icons
    17.  
      Navigate through reports
  5. Generate and maintain reports
    1.  
      Report Scope
    2. Select Report Scope
      1.  
        Time Period Considerations
    3.  
      Configure report scope with attributes
    4. Group hosts by attributes
      1.  
        Host attributes examples
      2.  
        Find hosts without an attribute value set
    5. Search for hosts in the report Scope Selector
      1.  
        Find hosts example
    6.  
      Alert scope selector settings
    7.  
      Amazon Web Services (AWS) scope selector settings
    8.  
      Backup Manager scope selector settings
    9. Backup Manager advanced scope selector settings
      1.  
        Examples of Advanced Options Job Types
    10.  
      Capacity Manager scope selector settings
    11.  
      Data Collection Status Details scope selector settings
    12.  
      Host scope selector settings
    13. 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.  
      Generate reports
    16.  
      Generate reports from the Cloud
    17. Units of Measure in Reports
      1.  
        Detail Reports
    18.  
      Advanced Filtering for Tabular Reports
    19. Customize report filter logic
      1.  
        Report Filter Operators
      2.  
        Filtering Indicators, Multiple Expressions, Dates, Percentages, Yes/No
    20. Sort columns in reports
      1.  
        To sort columns in a table report
    21.  
      Refresh and set refresh intervals
    22.  
      Modify Reports
    23. Convert tabular report to chart
      1.  
        Convert a chart into a tabular report
    24.  
      Add and remove custom header and footer to a report or dashboard
    25.  
      Set or edit the drill down preference
    26.  
      Access NetBackup web interface from the IT Analytics Portal
    27.  
      View report statistics
    28.  
      Interact with Reports
    29.  
      Work with Topology
    30.  
      Add a note to a Backup Job Details Report
    31.  
      Use new and updated User Report Templates
    32.  
      Use new and updated System Report Templates (Super User only)
    33.  
      Save Reports
    34.  
      Save Cloud Reports
    35.  
      Delete Reports
  6. Distribute, share, schedule, and alert
    1.  
      Exporting Reports and Dashboards
    2.  
      Known Limitations for Donut Charts
    3. Scheduling Exported Reports and Dashboards
      1.  
        To schedule an export of a report and dashboard
      2.  
        Using the Expression Builder
    4.  
      Emailing Reports and Dashboards
    5.  
      Scheduling Emailed Reports and Dashboards
    6.  
      Viewing and Managing Your Scheduled Reports
    7.  
      Schedule Types
    8.  
      Deleting Scheduled Reports and Dashboards
    9.  
      Setting Up Alerts for Tabular Reports
    10.  
      Configuring an alert
    11.  
      Deleting Report-Based Alerts
    12.  
      Share Reports, Dashboards, and Folders
    13.  
      Working with Shared Reports
  7. Organize reports
    1.  
      Work with dashboards
    2.  
      Understand the dashboard Icons
    3.  
      About Cached Reports on Dashboards
    4.  
      Create new dashboards and add reports
    5.  
      Add reports to an existing dashboard
    6.  
      Save a dashboard with a different name
    7.  
      Customize a Dashboard
    8.  
      Edit the scope for a report on a dashboard
    9.  
      Edit the dashboard scope
    10.  
      Expand a report to full size on a dashboard
    11.  
      Set the dashboard layout
    12.  
      Delete a dashboard
    13.  
      Remove reports from dashboards
    14.  
      Create a custom report folder
    15.  
      Create shortcuts to reports and templates
    16.  
      Manage My Home Pages
    17.  
      User Home Pages and User Group Home Pages
  8. Work with the dynamic template designer
    1.  
      Dynamic Template Designer Overview
    2.  
      Dynamic Template Designer Cheat Sheet
    3.  
      Modify an Out-of-the-Box Dynamic Template
    4. Dynamic Template Designer Quick Start
      1.  
        Quick Start Step 1: Create a Basic Table Dynamic Template
      2.  
        Quick Start Step 2: Format Fields
      3.  
        Quick Start Step 3: Create a Calculated Field
      4.  
        Quick Start Step 4: Configure Table Column Totals
      5.  
        Quick Start Step 5: Define the Scope Selector
      6.  
        Quick Start Step 6: Generate a Report and View the Automatically Generated Help
    5.  
      Steps to Create Dynamic Templates
    6.  
      Working with Enterprise Objects and Fields
    7.  
      Select an Enterprise Object
    8.  
      Configure General Dynamic Template Designer Components
    9. Converting to a Homogeneous, Product-Specific Template
      1.  
        Copy from All
    10.  
      Add Fields and Methods to a Dynamic Template
    11.  
      Alias Names for Fields
    12.  
      Conditions When Hidden Fields are Included by Default
    13.  
      Dynamic Template Field Configuration
    14.  
      Valid Formatter Patterns
    15.  
      Examples of Dynamic Templates Containing Graphics Tool Tips
    16.  
      Dynamic Template Drilldown Configuration
    17.  
      Custom Drilldowns and Examples
    18.  
      Drilldown Parameters
    19.  
      Examples of Dynamic Templates Containing Drilldowns
    20.  
      Using Groups in Dynamic Templates
    21.  
      Add a Group to Create Separate Line Charts in a Report
    22.  
      Add a Group to Create a Double Header in a Tabular Report
    23. Dynamic Template Function Configurations
      1.  
        Aggregation Functions
      2.  
        Comparison Functions
      3.  
        Numeric Functions
      4.  
        Character Functions
      5.  
        Date Functions
      6.  
        Character String Returning Numeric Values
      7.  
        Null Function
      8.  
        Decode Function
      9.  
        Unique Function
    24.  
      Examples of Dynamic Templates Containing Functions
    25.  
      Create User-Defined Fields with the Field Builder
    26. Create Fields with the Field Builder
      1.  
        Convert Dates to Numbers in the Field Builder
      2.  
        Syntax for Calculated Fields
      3.  
        Examples of Calculated Fields in a Dynamic Template
    27.  
      Configure a Static Filter
    28.  
      Filter on Date Fields
    29.  
      Static Filter vs. Tabular Report Filter
    30.  
      Configure the Field Sort Order
    31.  
      Return Unique Results
    32.  
      Dynamic Template Scope Selector Components
    33. Scope Selector Component - Custom Filter
      1.  
        Define a Custom Filter at Run Time
      2.  
        Custom Filter Operators for Numeric Fields
      3.  
        Custom Filter Operators for String Fields
    34.  
      Data Domain Enterprise Object Scope Selector Components
    35.  
      Host Enterprise Object Scope Selector Components
    36.  
      Job Enterprise Object Scope Selector Components
    37.  
      Storage Array Enterprise Object Scope Selector Components
    38.  
      Customize and Export Dynamic Templates
    39.  
      Export/Import Dynamic Templates Containing Custom Attributes
    40.  
      Export a dynamic template that contains attributes
    41.  
      Import a dynamic template that contains attributes
    42.  
      Save a Dynamic Template After Edits
    43.  
      Format the Dynamic Template Output
    44. Configure a Bar Chart Dynamic Template
      1.  
        Best Practices
    45. Steps to Create a Bar Chart Dynamic Template
      1.  
        Bar Chart Dynamic Template: Use Case
      2.  
        Bar Chart Dynamic Template Step 1: Create a Dynamic Template
      3.  
        Bar Chart Dynamic Template Step 2: Configure Basic Field Functionality
      4.  
        Bar Chart Dynamic Template Step 3: Configure Functions for a Field
      5.  
        Bar Chart Dynamic Template Step 4: Configure Drilldowns for a Field
      6.  
        Bar Chart Dynamic Template Step 5: Configure a Line Field
      7.  
        Bar Chart Dynamic Template Step 6: Define the Scope Selector
      8.  
        Bar Chart Dynamic Template Step 7: Save and Run the Report Template
    46.  
      Examples of Bar Chart Dynamic Templates
    47. Configure an Area/Stacked Area Chart Dynamic Template
      1.  
        Area/Stacked Area Chart Dynamic Template Step 1: Create a Dynamic Template
      2.  
        Area/Stacked Area Chart Dynamic Template Step 2: Configure Basic Field Functionality
      3.  
        Area/Stacked Area Chart Dynamic Template Step 3: Configure Functions for a Field
      4.  
        Area/Stacked Area Chart Dynamic Template Step 4: Define the Scope Selector
      5.  
        Area/Stacked Area Chart Dynamic Template Step 5: Save and Run the Report Template
    48.  
      Configure a Donut Chart Dynamic Template
    49.  
      Example of a Donut Chart Dynamic Template
    50.  
      Configure a Horizontal Bar Chart Dynamic Template
    51.  
      Example of a Horizontal Bar Chart Dynamic Template
    52.  
      Configure a Horizontal Stacked Bar Chart Dynamic Template
    53.  
      Example of a Horizontal Stacked Bar Chart Dynamic Template
    54.  
      Configure a Line Chart Dynamic Template
    55. Line Charts for Performance Metrics
      1.  
        Identify Array Performance Data Fields for a Template
      2.  
        Rules and Guidelines for Performance Line Charts
    56.  
      Steps to Create a Line Chart Dynamic Template
    57. Line Chart Field Requirements
      1.  
        Line Chart: Caption Field
      2.  
        Line Chart: Line Field
      3.  
        Line Chart: Group by Object Field
      4.  
        Line Chart: Hidden Field
      5.  
        Line Chart: Exclude Field
    58. One Object Per Line Chart, One or More Metrics Per Chart
      1.  
        Configure One Object Per Line Chart
      2.  
        Field Configuration for One Object Per Line Chart
      3.  
        Scope Selector Configuration for One Object Per Line Chart
    59. Multiple Objects Per Line Chart, One Metric Per Chart
      1.  
        Field Configuration for Multiple Objects Per Line Chart, One Metric Per Chart
    60.  
      Format Line Chart Fields
    61.  
      Line Chart Scope Selections
    62.  
      Examples of Line Chart Dynamic Templates
    63.  
      Configure a Pie Chart Dynamic Template
    64.  
      Examples of Pie Chart Dynamic Templates
    65.  
      Configure a Stacked Bar Chart in a Dynamic Template
    66. Example of a Stacked Bar Chart Dynamic Template
      1.  
        Configure a Line in a Bar Chart
    67.  
      Configure a Table Dynamic Template
    68.  
      Examples of Tabular Dynamic Templates
    69. Create a Sparkline Chart in a Tabular Dynamic Template
      1.  
        Example of a Client Backup Sparkline Chart in a Dynamic Template
      2.  
        Example of Using a Method to Create a Sparkline Chart in a Dynamic Template
      3.  
        Client Failure Sparkline Method
    70.  
      Configure Chart Axes
    71.  
      Using Methods in Dynamic Templates
    72.  
      Overview of Method Creation
    73.  
      System Methods
    74.  
      Stand-Alone Methods
    75.  
      Viewing Methods
    76. Adding or Editing Methods
      1.  
        User-Defined Methods
      2.  
        System Methods
      3.  
        Accessing Methods
    77.  
      Tokens for Methods
    78.  
      Exception Tables for a Method's Join Clause
    79. Validate and Save a Method
      1.  
        Method Validation
    80.  
      Delete a Method
    81.  
      Troubleshooting Dynamic Templates
  9. Work with the SQL template designer
    1.  
      SQL template designer overview
    2. Database Published Views
      1.  
        Access the Database Published Views from the CLI
      2.  
        Access the Database Published Views from the SQL Template Designer
    3.  
      Steps to Create SQL Templates
    4. Create a SQL Template
      1. Configure SQL Template Scope Selector Components
        1.  
          Date Range
        2.  
          Host Groups and Client Scope
        3.  
          Array Scope Selector
        4.  
          Datastore Scope Selector
        5.  
          VM Servers Scope Selector
        6.  
          VM Guests Scope Selector
        7.  
          Custom Text Fields
        8.  
          Example of Custom Text Field Configuration in a SQL Template
        9.  
          Access Help for Database Views
        10.  
          Static Custom Combo Box
        11.  
          Example of a Combo Box Configuration in a SQL Template
        12.  
          Query Custom Combo Box
        13.  
          Example of a Query Custom Combo Configuration in a SQL Template
      2.  
        Construct the SQL Query
      3.  
        Help for Database Views
      4.  
        Accessing the Published Database Views from the CLI
      5.  
        Special Characters in SQL Queries
      6. Sample SQL Queries
        1.  
          Example of a Query for Host Attributes
        2.  
          Using the apt_v_server_attribute View in Queries
        3.  
          Considerations for Attributes Used in SQL Template Designer Queries
        4.  
          Example of a Query of Failed Backup Jobs
        5.  
          Example of the SQL Custom Join Feature in a SQL Template
        6.  
          Example of a Sparkline Query in a SQL Template
        7.  
          Example of Sums in a SQL Template
        8.  
          Example of Using a Special Character as a Literal in a SQL Query
    5.  
      Use Functions in Queries
    6. Format the SQL Template Output
      1. Number, Size, Date, and Time Formatting
        1.  
          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
      1.  
        Example Query
    29. listChargebackCatByFSDetail (for HNAS)
      1.  
        Example Query
    30. listChargebackCatByFSDetail (for EMC Isilon)
      1.  
        Example Query
    31. listChargebackByLUNSummary
      1.  
        Example Query
    32. listChargebackByLUNDetail
      1.  
        Chargeback in Cluster and Virtualization Environments
      2.  
        Example Query
    33. listChargebackCatByLUNSummary
      1.  
        Example Query
    34. listChargebackCatByLUNDetail
      1.  
        Example Query
  11. Alert configuration
    1.  
      Overview
    2. Alert rules
      1.  
        Scheduled Rules vs. Run Time Rules
      2.  
        Alert rules sample set
    3. Managing alert policies
      1. Add/Edit an Alert Policy
        1.  
          Select an Alert Rule
        2.  
          Name the Policy and define Time Intervals
        3. Define the Scope to Monitor
          1.  
            Scope Example: Data Protection: Monitor for High Job Failure Rate
          2.  
            Scope Example: Data Protection: Monitor Backup Jobs
        4.  
          Set the Threshold for an Alert Rule
        5.  
          Show Baseline Example
      2.  
        License Usage Alert Rule
    4. ServiceNow: Job finalized alert rule
      1.  
        Scope Example: Data Protection: ServiceNow Jobs
      2.  
        Copying an Alert Policy
      3.  
        Deleting an Alert Policy
    5. Managing alert notifications
      1.  
        Adding an Alert Notification Delivery Method
      2.  
        Deleting an Alert Notification Delivery Method
    6. Report-Based alerts
      1.  
        Edit notifications for Report-Based Alerts
      2.  
        Run a Report-Based Alert On-Demand
      3.  
        Delete Report-Based Alert
    7.  
      Syslog configuration
    8.  
      Detect alerts in the inventory
    9. Suppress alert notifications
      1.  
        View suppressed alerts
  12. Manage hosts, backup servers, and host groups
    1.  
      About hosts, backup servers, and host goups
    2.  
      Plan your host group hierarchy
    3. Manage host groups
      1.  
        Add Host Groups and Sub-Groups
      2.  
        About Host Group Operations
      3.  
        Add Host Groups
      4.  
        Automated Tool to Create Host Groups
      5.  
        Host Group Membership
      6.  
        Rename Host Groups
      7.  
        Delete Host Groups
      8.  
        Move Host Groups
      9.  
        Find a Host Group ID
      10.  
        Assign a User Home Host Group
      11.  
        Manage Backup Servers
    4. NetBackup 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
    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.  
      About object maintenance
    19.  
      Product specific objects for reporting
    20.  
      Maintaining objects
    21.  
      Assign attributes using object maintenance
    22.  
      Search for objects by type in object maintenance
    23.  
      Customize library objects
    24.  
      Permanently remove devices, libraries, and drives
  14. Provide Portal access and user privileges
    1.  
      Providing user access to the portal
    2.  
      Creating portal user accounts
    3.  
      About user types
    4.  
      Selecting user groups for users
    5.  
      Working with user groups
    6.  
      Creating user groups
    7.  
      Assigning users to user groups
    8.  
      About user privileges
    9.  
      Assigning user privileges
    10.  
      Setting user group privileges
    11.  
      Enabling new product report templates
    12.  
      Importing reports
    13.  
      Enabling cloud privileges
    14.  
      Granting access to template designers
    15.  
      Enabling all privileges in a category
    16.  
      Managing users and user groups
    17.  
      Searching for users and user groups
    18.  
      Editing user accounts
    19.  
      Impersonating user accounts
    20. Setting / Resetting passwords
      1.  
        Password notes
    21.  
      Account lockout
    22. Managing user group home pages (Administrator)
      1.  
        My Home pages and user group home pages (Administrator)
    23.  
      Removing portal users
    24.  
      Deactivating user accounts
  15. Configure 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 community performance profiling
    3. Add/Edit a threshold policy
      1.  
        Threshold Example
    4.  
      Add/Edit a capacity billing and usage policy
    5. Capacity Chargeback policy types
      1.  
        Example of Capacity Billing and Usage Policy Logic
      2.  
        Drive Types for Capacity Chargeback
    6.  
      Add/Edit a backup SLA policy
    7.  
      Add/Edit a SAN Fabric Chargeback policy
    8.  
      NetBackup IT Analytics Billing and Chargeback policies
    9.  
      Add/Edit a Billing and Chargeback policy
  17. Solutions administration
    1.  
      Storage Optimization solution overview
    2.  
      Understand the value of Storage Optimization historical data
    3. Configure Storage Optimization rules
      1.  
        Edit Storage Optimization Rule Example
      2.  
        Common storage optimization parameters
    4.  
      Enable Storage Optimization rules
    5.  
      Storage optimization rule prerequisites and logic
    6.  
      Risk Mitigation solution overview
    7.  
      Configure Risk Mitigation rules
  18. Manage and monitor data collection
    1.  
      Data collection overview
    2.  
      Data collection component configuration
    3. About data collection tasks
      1.  
        Backup collection tasks
      2.  
        Backup event data collector
    4.  
      Data collection installation summary
    5.  
      Update the Local Hosts file for data collection
    6.  
      Data Collector security and data encryption
    7.  
      Manage Data Collectors and collection policies
    8.  
      About validation and status
    9. Add/Edit data collectors
      1.  
        Data Collector Encryption
    10.  
      Enable/Disable data collectors
    11.  
      Enable and disable data collection policy schedules
    12. Review collectors and collection status
      1.  
        Known Limitations for Policy States in Collector Administration
    13.  
      Deleting a data collector
    14. Upgrade Data Collectors
      1.  
        Upgrade aptare.jar
      2.  
        Update Upgrade Manager
    15.  
      Monitoring data collection status
    16.  
      Organize the collection status view
    17.  
      Quick Filters
    18.  
      View data collection status
    19.  
      Troubleshoot data collection status
    20.  
      Use reports to monitor data collection status
  19. Work with Capacity Manager host data collection
    1.  
      Understand the host data collection process
    2.  
      Host resources prerequisites and configurations
    3. Host Access Privileges, Sudo Commands, Ports, and WMI Proxy Requirements
      1.  
        Access Requirements by OS
    4. Host access requirements
      1.  
        For Linux Hosts Only
      2.  
        For Windows Hosts Only
    5.  
      Command path verification
    6.  
      Host discovery and collection configuration steps
    7.  
      Host discovery and collection setup overview
    8.  
      Host discovery and collection maintenance overview
    9.  
      Before discovering hosts
    10.  
      Configure/Search
    11. Manage credentials
      1.  
        Example of credentials for Windows hosts
    12.  
      Manage WMI Proxy
    13.  
      Manage paths
    14.  
      Manage access control
    15.  
      Host management
    16. Configure host discovery policies to populate the host discovery and collection view
      1.  
        Discovery policy considerations
      2.  
        Configure a Discovery policy
    17.  
      Execute and monitor host discovery
    18. Discovery processes
      1.  
        Method 1
      2.  
        Method 2
    19. Validate host connectivity
      1.  
        Validate hosts
      2.  
        Validation history
    20.  
      Show errors
    21.  
      Filter the host discovery and collection window - Hide/Unhide, remove
    22. Search and export in host discovery and collection
      1.  
        Basic Search
      2.  
        Pre-Defined Search
      3.  
        Advanced Parameters
    23.  
      Export in host discovery and collection
    24.  
      Configure and edit host probes
    25. Propagate probe settings: Copy probes, paste probes
      1.  
        Example of Probe Copy/Paste
      2.  
        Probe Settings
  20. Discovery policies for Veritas NetBackup
    1.  
      Task overview: Configure and monitor discovery policies
    2.  
      Discovery policies overview
    3. About Discovery types
      1.  
        Client drive discovery
      2.  
        Media server disk discovery
      3.  
        Backup policy coverage
    4.  
      Activate a discovery license
    5.  
      Exclude devices from discovery policies
    6.  
      Activate discovery probes in the NetBackup Data Collector policy
    7.  
      Monitor discovery processes
    8.  
      View client protection status
    9.  
      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.  
        THREAD_IDLE_TIMEOUT
      16.  
        WMI_PROXY_VERSION_TIMEOUT
    6. Cloud data collection advanced parameters
      1.  
        Amazon Web Services (AWS)
      2.  
        Microsoft Azure
    7. Host discovery and collection advanced parameters
      1.  
        HOST_COLLECTION_ORACLE_CONN_STR
      2.  
        APP_DISK_PATH
      3.  
        HBAVERIFY_NUM_DELAY_SECS
      4.  
        HOST_CONNECTION_PROTOCOL
      5.  
        HOST_CONNECTION_TIMEOUT
      6.  
        HOST_SOCKET_TIMEOUT
      7.  
        IGNORE_FILE_SYSTEMS
      8.  
        IS_EMULEX_MAPPING_STRICT_CHECKING
      9.  
        NUM_HBAVERIFY_RUN
      10.  
        STRICT_HOST_KEY_CHECKING
      11.  
        USE_VIO_RESTRICTED_SHELL
    8. Backup Manager advanced parameters
      1.  
        COMMVAULT_OLDEST_JOB_HOURS
      2.  
        MMINFO_MOVE_BACKWARD_MIN
      3.  
        NBU_AUDIT_LOOKBACK_DAYS
      4.  
        NBU_DUP_JOB_PARTIAL_STATUS_OVERRIDE
      5.  
        NO_AVAMAR_CLI
      6.  
        RMAN_BACKUP_LOOKBACK_DAYS
      7.  
        RMAN_BACKUP_LOOKBACK_OVERRIDE
      8.  
        SUPPRESS_KERBEROS_PROMPT
      9.  
        USE_ALT_NBU_INCL_EXCL
      10.  
        USE_NTML_V2
      11.  
        VEEAM_BACKUP_LOOKBACK_DAYS
      12.  
        VEEAM_BACKUP_LOOKBACK_DAYS_OVERRIDE
    9. Capacity Manager advanced parameters
      1.  
        EMC_MULTIPATH_OFF
      2.  
        EMC_VMAX_INCLUDE_ALL_MASKINGVIEWS
      3.  
        HDS_HTM_JPCCTRL_PATH
      4.  
        REMOTE_RAID_AGENT
      5.  
        SYMSTAT_COUNT
      6.  
        SYMSTAT_INTERVAL_SECONDS
    10. File Analytics advanced parameters
      1.  
        FA_CLEAN_UP_TEMPORARY_FILES
      2.  
        AFS_PATH_EXCLUDE_DIRECTORY_NAME
      3.  
        FA_HOST_CAPTURE_REMOTE_SHARES
      4.  
        FA_HOST_DIRECTIVE
    11. Virtualization Manager advanced parameters
      1.  
        VMWARE_COLLECT_UNUSED_PROPERTIES
      2.  
        VMWARE_DATASTORE_TIMEOUT_SECONDS
  23. Manage your Portal environment
    1. Root folder and domains
      1.  
        Root folder
      2.  
        Domain
      3.  
        Multiple domains (for managed services partners only)
    2.  
      Add/Configure a domain
    3.  
      Configure alerting for a domain
    4.  
      Community performance statistics for a domain
    5.  
      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
  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
    14.  
      Troubleshoot Oracle performance issues in NetBackup IT Analytics
  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

Dynamic Template Field Configuration

Prerequisite:

Add fields and methods to a dynamic template. Once fields have been added to a report template, a number of special treatments can be configured to customize the way the data will be represented in a report.

  • Double-click a selected field to access the Field Configuration window.

    This Field Configuration window presents lists of values that can be selected to configure formatting. Only values relevant for the selected field will be listed and some options may be grayed out if they are not relevant to the selected field.

Label

Description

Field Label

Field Labels in Tables

This is the text that will be displayed as a field label or a table column header in a tabular report. To replace the default caption with one customized for your reports, simply overwrite the default text.

Field Labels in Charts

The caption field becomes the x-axis label. For Line Charts, the label can be any object, such as a master server. When charting performance metrics for an object, a date field should be configured as a label.

See Line Charts for Performance Metrics.

Type: Display as Table

When the report template has the "Display as" component set to Table, the following Type options are available.

  • Hidden - Use this option when configuring a drilldown to another report template. The field will not be displayed in the report, but is required to access the necessary details to link to the sub-report template. There will be cases where the UI will automatically add hidden fields to the report template, to ensure satisfactory performance.

  • Column - Lists a column of values in a tabular report.

  • Checkbox - Include/exclude selectors to be displayed in a column in a tabular report.

  • Exclude - There will be cases when a field will be needed only for filtering purposes and you do not want this field to be included in the selected fields for the report.

Type: Display as Bar Chart

When the report template has the "Display as" component set to Bar Chart, the following Type options are available.

  • Caption - Define this field to be the x-axis values.

  • Bar - Configure the field to be represented as a bar and set its color.

  • Line - Configure the field to be represented as a line and select the shape to denote its value in the line: rectangle, circle, diamond, or none.

  • % Line - Configure the field to be represented as a % line and select the shape to denote its value in the line: rectangle, circle, diamond, or none.

  • Legend - Define the labels and colors to be displayed in the bar chart's legend.

  • Hidden - Use this option when configuring a drilldown to another report template. The field will not be displayed in the report, but is required to access the necessary details to link to the sub-report. There will be cases where the UI will automatically add hidden fields to the report template, to ensure satisfactory performance.

  • % Bar - Define the field to be a % bar in the chart.

  • Exclude - There will be cases when a field will be needed only for filtering purposes and you do not want this field to be included in the selected fields for the template.

Type: Display as Line Chart

When the report template has the "Display as" component set to Line Chart, the following Type options are available.

  • Caption Field- This required field type supplies the category caption for the x-axis. Typically, a date field becomes the caption because line chart data is best represented over a time line. When you configure a date field as a caption, the field configuration automatically sets Group By Date to Yes.

  • Line Field - A numeric field can be configured as a line. One or more line fields can be included in a line chart report template. Select Line for the field type.

    In a "multiple objects per chart" scenario, a line represents a specific object, for example, an array. Line colors do not apply in this case. Colors will be determined dynamically by the system, since the number of objects represented by the lines is unknown until run time.

    In a "one object per chart" scenario, a line represents a metric for that object; for example, both used and available capacity could be lines in each array chart.

  • Group by Object

  • Hidden

  • Exclude - There will be cases when a field will be needed only for filtering purposes and you do not want this field to be included in the selected fields for the report template. For example, to filter on failed and partial backup jobs, you would drag in the job status field, make it an Exclude field type, and

Note:

Use the Add Group option to create folders when you need to group data fields that have disparate units of measure. This Group functionality is used in tabular reports to create spanning headers, but for line charts, it renders separate charts. For example, you might have a capacity value in KiB, but a performance value in Kbps. This requires two charts with different metric scales to plot the values.

Type:Display as Area

When the report template has the "Display as" component set to Area/Stacked Area Chart, the following Type options are available.

  • Caption - Define this field to be the x-axis values.

  • Area - Configure the field to be represented as an area and set its color.

  • Legend - Define the labels and colors to be displayed in the area/stacked area chart's legend.

  • Hidden - Use this option when configuring a drilldown to another report template. The field will not be displayed in the report, but is required to access the necessary details to link to the sub-report. There will be cases where the UI will automatically add hidden fields to the report template, to ensure satisfactory performance.

  • Exclude - There will be cases when a field will be needed only for filtering purposes and you do not want this field to be included in the selected fields for the template.

Type: Display as Pie/Donut Chart

When the report template has the "Display as" component set to Pie Chart or Donut Chart, the following Type options are available.

  • Caption - Enter the caption associated with the pie/donut sector.

  • Sector - Configure the field to be a pie or donut sector and set its color.

  • Hidden - Use this option when configuring a drilldown to another report template. The field will not be displayed in the report, but is required to access the necessary details to link to the sub-report template. There will be cases where the UI will automatically add hidden fields to the report template, to ensure satisfactory performance.

  • Exclude - There may be cases when a field is needed only for filtering purposes and you do not want this field to be included in the selected fields for the report template.

Formatter

The formatter list includes only values relevant for the field. For example, numeric fields have only numeric formatters listed, such as Number, Currency, and File Size. Valid formatters include: Custom Number, Numeric String, Date, Date + TimeZone, Group by TimePeriod Start/End Formatter, Date Group By, Numeric, Decimal, Speed, Currency, File Size, Time Duration, Char Substitute, Unit Converter, File Size No Label, Null Substitute, Time Elapsed, Cron Schedule, Yes/No, Percentage, Status Icon, Full Name, Area Sparkline, Column Sparkline, Line Sparkline.

Formatter Pattern

Enter a specific pattern for the formatter to customize the default format. Example: KiB::GB or KB::_

Alignment

The default value provides the most common usage. For example, numeric values typically should be right-aligned so that decimal points line up.

Wrap

Select Yes if you want long values/text to wrap in the space provided in the report. When No is selected, the data will extend horizontally.

Total/Subtotal

Total/Subtotal Options: Null, Sum, Average, Minimum, Maximum.

Use this configuration to aggregate the values, such as all the backup job sizes for a backup server. In its simplest form, this aggregation is used to display grand totals for all the data displayed in a tabular report.

To enable subtotals for a set of fields:

  • Configure Total/Subtotal with a Null value and set Column Breakto Yes for one or more fields in the report template.

  • Once you configure a subtotal, you can no longer create grand total rows at the end of the tabular report template.

* Never configure Total/Subtotal and Column Break = Yes for the same field.

Column Break

Column Break for Tabular Report Templates

Select Yes if you want to list subtotals at the end of a group of related fields. Note that when you use subtotals, the sort order is automatically determined. All fields with a Column Break selection are sorted in the relevant ascending order and this sort order cannot be changed. Be sure not to remove or modify this sort order.

Example: You could create a tabular report for client, server, and kilobytes. Then, you could subtotal on server to aggregate the kilobytes per server.

* Never configure Total/Subtotal and Column Break = Yes for the same field.

* Once you configure a subtotal, you can no longer create grand total rows at the end of the tabular report template.

--------------------------------------------------------------------------------------------------------

Column Break for Line Chart Report Templates

For line charts, the column break is required if the selected object is potentially not unique. To ensure uniqueness, you may need to include a unique ID field with the Column Break set to Yes. For example, an array name may not be unique, however, the array ID is sure to be unique. Include both the name and ID in the template, but make the ID a hidden field with the Column Break set to Yes.

Drill Down to

Select the report to which this field will link. This takes you to the Drilldown Configuration window.

For a list of out-of-the-box report templates that have drilldowns that you can use as examples,

See Examples of Dynamic Templates Containing Drilldowns.

Drilldown Condition

A drilldown condition lets you control cases where a drilldown doesn't make sense to be displayed, for example, null or 0 values for a field. For example, you wouldn't want to drill down on a Job ID for a row if the value of Job ID returned from the database is Null or 0 (zero).

Example: ${row['B'] != '0'}

where B is the alias name

In this example, the drilldown link will appear only when the returned value is not zero.

Example: Configure a drilldown on field D and enter a drilldown condition as shown in the following example. In this example, if the row where the value of the field aliased as A is NULL, the value in column D will not have a drilldown URL enabled.

${row['A'] != ''}

Example: Multiple conditions can be configured.

${row['C'] != '' && row['E'] == ''}

Style

Use this option to configure the background color of a cell in a tabular report.

Example:

${row['C'].data == 'Partial' ? 'yellowBackground' : 
row['C'].data == 'Failed' ? 'redBackground' : '' }

where C is the alias of the selected field.

Group by Date

This is applicable only for Date fields in Bar, Line, and Pie Chart report templates to aggregate data for charting. If only one date field is specified, it is used as the default for the Group By Date configuration.

If you configure a date field as a caption, Group by Date is automatically set to Yes. If there are multiple date fields in a template, you must choose only one for this setting.

This Group by Date setting identifies the field that the scope selector will use with the Group By scope component. When this Group by Date element is set to Yes, the Group By component in the Scope Selector is automatically selected.

Time Period Date

Use the Time Period Date selection in report templates to designate which date field will be used for the Time Period scope. If only one date field is included in the template, that field is used as the default. If more than one date field is defined in a template, only one date field can have this Time Period Date set to Yes.

The Time Period Date must be set to Yes for one of the date fields in the template when a Time Period, but no Group By is selected in the scope selector. This configuration enables grouping of raw, non-aggregated data.

Time Period Date can be set for displayed, hidden, or excluded date fields.

Currently, this option is available only for storage arrays and objects created via the SDK.

Graphics Tool Tip

Enter a description to be displayed when a user hovers the mouse over an image in a report; for example, use this setting to enable mouse-overs on lines in bar charts, lines in line charts, and even images in table columns.

Example: Available: ${row['Q1']}

where Q1 is the alias name.

Comma-delimited ID Name Formatter

For text fields only. Use this option if data returned for a field has multiple values that need to be separated by commas. Only the names will be shown in the rendered report and the IDs will be used for drilldowns, if drilldowns are configured.

Tool Tip

This is the description supplied by the Data Dictionary for this field. You can overwrite or supplement this text. This description will be displayed when a user hovers the mouse over the field or table column label in a report. It will also be incorporated into the context-sensitive help that is displayed from the Help button.

Next Step: Configure dynamic template drilldowns.

See Dynamic Template Drilldown Configuration.