Welcome to this Enterprise Reporter video demonstration. In this video demonstration, we'll be running a discovery for exchange data and then using that discovery data to run a report. We'll start in the Configuration Manager where we have a pre-configured node used for discovery tasks. To create a new discovery, we simply select New Discovery and then select the Exchange option.
We're presented with a wizard where we insert the information, like the task name, which cluster we want to use, et cetera. Next, we specify the scope of the exchange discovery task. And we'll be selecting the entire domain. There are also options for various types of permissions and other data we can gather with the checkboxes below.
For this demo, we'll select the Collect Permissions option and Collect Mailbox Permissions. Then click Next. Next, we can choose to schedule this task either once, daily, weekly, or monthly. But in this case, we'll just click Finish as we're going to run the task manually.
Next, we select our new task. Right click and click Run. After some time, the task will finish. And then we're ready to go into the Report Manager to create and run our exchange report.
Within the Report Manager, there are a number of pre-configured exchange-based reports under the Report Library section and underneath Exchange. However, for demonstration purposes, we're going to create our own.
To do so, we select Create and then the Report button. We insert the general information for the report like the report name, author, and a description. Then within the field section, we select the report type.
As you can see, different report types are classified underneath which platform we're reporting on. In this case, we'll use these values. Then simply click Add. There is also the parameter section to be utilized at your convenience. And the Query tab identifies the SQL query that's going to be run on the database where the data is gathered to.
For the layout options, we'll be utilizing a data bound report and selecting all fields that are available. We'll then click Finish. And we get a preview of what the report will look like. Once that is confirmed, click OK and then run report. It can take some time for the report to run depending on the scope of the data. However, when it's complete, you'll be presented with a clean, robust report for your viewing within the Report Viewer.
As you can see, all the data requested is clearly visible. There are also a number of export options to PDF and other formats as well as emailing directly to a colleague for review.
This concludes our demonstration on running a discovery exchange task and running a report on that data. Thank you for watching.
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