EM L09 Simplify IT with Creative Ways to Leverage Dashboards, Reports and Workflows Hands-On Lab

Transcription

1 EM L09 Simplify IT with Creative Ways to Leverage Dashboards, Reports and Workflows Hands-On Lab Description Operationally many IT departments are flooded with things to do," and with every additional server and workstation in the environment the list keeps growing. In this session, you will explore new ways to decrease the number of tasks you are doing; learn how automation and clear reporting provide mechanisms to help achieve this; examine how to program the dashboard within IT Management Suite and set up automated reports based on criteria; and discover how you can also include Workflow to bring it all together in a simple portal to manage your custom environment. At the end of this lab, you should be able to Understand how to create Dashboards Understand how to create WebParts Use reports with WebParts to Create Dashboards Work with Custom Tables and Reports to Integrate into Webparts Customize Solution Components to Use for your own webparts Understand how to call webservices and webpages from webparts Manipulating and working with the platform menu Work with Tasks and Other platform components and understand the meaning of a Tree GUID and Item GUID

2 Notes The lab will be directed and provide you with step-by-step walkthroughs of key features. Feel free to follow the lab using the instructions on the following pages. You can optionally perform this lab at your own pace. Be sure to ask your instructor any questions you may have. Thank you for coming to our lab session. This session deals with Jarva script and T-SQL. Although it is possible to work with these languages within the bounds of the Symantec Management Platform, Symantec support does not provide assistants of any kind for these scripts. This information is provided without warranty of any kind, express or implied. Customers who purchase Symantec products should make their purchase decision based upon features that are currently available. Understanding and Creating The Needed Components In this LAB we will be using the DC, NS71 and SD7 machines with our primary focus being on the NS71. Our goal is to develop a dashboard that allows an individual to monitor events at a glance, and fire off tasks or activities from a central screen. The idea here is to be conceptual, so some of the data we will look at will be slightly contrived, however the model will be fully working and functional. 1. Start the Symantec Management Console 7.1 found on the desktop 2. Click on Reports All Reports 3. Right click on the root of Reports and select New Report SQL Report 4. Wait for the New SQL Report to appear, highlight the Parameterised Query text and delete it. 5. In it s place enter the following T-SQL SELECT DISTINCT o1.[name] [Operating System], COUNT (DISTINCT (i.guid)) [Number of Computers] FROM dbo.vcomputer i JOIN dbo.vosoperatingsystem o1 ON o1.[_resourceguid] = i.guid LEFT JOIN dbo.vosoperatingsystemwindows cop ON cop.[_resourceguid] = o1.[_resourceguid] JOIN dbo.inv_aex_ac_identification d ON d.[_resourceguid] = i.guid WHERE LOWER (i.[name]) LIKE LOWER ('%') AND LOWER (o1.[name]) LIKE LOWER ('%') AND LOWER (i.[system Type]) LIKE LOWER ('%') GROUP BY o1.[name] ORDER BY o1.[name] 2 of 9

3 **NOTE: You may copy this information from C:\Lab Resources\Creative Ways to Leverage Dashboards and Reports\SQL Data\SQLQueryForCountofCompRep.sql 6. Click Save Changes 7. Name this report Computer Count Report 8. Edit the Computer Count Report and click on the Views tab 9. Modify the report Type to Chart 10. Modify the Chart Type to Pie and keep the style Dundas 11. Under the Title Tab within the Views Tab screen locate Title and type Computers by OS 12. Click on the Legend tab 13. Check the Show Legend box 14. Click Save Changes 15. Right click on the root of Reports and select New Report SQL Report 16. Wait for the New SQL Report to appear, highlight the Parameterised Query text and delete it. 17. In it s place enter the following T-SQL SELECT [Customer Name], [Agents Used] as [Total Computers], [Audit and Inventory], [Data Protection] as [Backup], [Antivirus] as [Endpoint Protection], [Patch Management] FROM MSP_Customers **NOTE: You may copy this information from C:\Lab Resources\Creative Ways to Leverage Dashboards and Reports\SQL Data\CustomExampleReport.txt 18. Click Save Changes 19. Name this report Example Custom Report 20. Now we need to copy an ASPX file into place, this file has code in it that we ll leverage for creating our initial Webpart. Locate the file: C:\Lab Resources\Creative Ways to Leverage Dashboards and Reports\QuickStart3.aspx and copy it to C:\Program Files\Altiris\EndpointProtectionIntegration\Web\PortalWebParts on the NS71 server 21. This file is a modified version of the QuickStart.aspx file you will find in the above mentioned directory. We will go into more detail about these files later in this LAB. Creating WebParts 1. From within the Symantec Management Console click on Settings All Settings 2. Drill down to Notification Server Console Settings Web Parts 3. Right click on Web Parts and select New Folder 4. Name the folder Company XYZ Custom Web Parts 3 of 9

4 5. Right click on Company XYZ Custom Web Parts folder and select New Web Part 6. Name the web part Admin Quick Tasks 7. Under Web Part Contents click the Radio button on Show URL and type /Altiris/EndpointProtectionIntegration/PortalWebParts/QuickStart3.aspx 8. Under Options check Fixed height and type 250px and select the Default size as Small 9. Click on Save Changes 10. Verify that the URL is correct by clicking Show Preview, this will show a link called Patch Remediation Center 11. Click Hide Preview 12. Right click on Company XYZ Custom Web Parts folder and select New Web Part 13. Name the web part Computers by OS 14. Under Web Part Contents click the Radio button on Results from report and Select a report 15. Locate and select Computer Count Report 16. Under Display Options click the Default size to Small and click Save Changes 17. Click Show Preview to verify that the report shows 18. Right click on Company XYZ Custom Web Parts folder and select New Web Part 19. Name the web part Example Custom Report Part 20. Under Web Part Contents click the Radio button on Results from report and Select a report 21. Locate and select Example Custom Report 22. Under Display Options click the Default size to Large and click Save Changes 23. Click Show Preview to verify that the report shows 24. Expand Notification Server Console Settings Web Parts Inventory 25. Locate Antivirus Software and right click on it 26. Select Move 27. Drill down to Notification Server Console Settings Web Parts Company XYZ Custom Web Parts and click OK 28. Locate Anti-virus Software in Notification Server Console Settings Web Parts Company XYZ Custom Web Parts and ensure the Fixed heright is selected and changed to The Default size should be Small 30. Click Save changes 31. Click Show Preview 32. Expand Notification Server Console Settings Web Parts Inventory 33. Locate Inventory Policy Status 4 of 9

5 34. Under Display Options ensure the Fixed height is Click Save Changes Creating The Dashboard 1. From within the Symantec Management Console click on Settings All Settings 2. Drill down to Notification Server Console Settings Portal Pages 3. Right click on Portal Pages and select New Portal Page 4. Click Edit on the far right of the screen 5. Give the page a name Company XYZ Admin Dashboard 6. Under the Web Parts section in the Select web part area drill down to Webparts Company XYZ Custom Web Parts 7. Select Admin Quick Tasks and click Add 8. Select Anti-virus Software and click Add 9. Under the Web Parts section in the Select web part area drill down to Webparts Software Management Patch Management 10. Select Microsoft Vulnerabilities and click Add 11. Under the Web Parts section in the Select web part area drill down to Webparts Company XYZ Custom Web Parts 12. Select Computers by OS and click Add 13. Select Example Custom Report Part and click Add 14. Under the Web Parts section in the Select web part area drill down to Webparts Inventory 15. Select Inventory Policy Status and click Add 16. Select Users with Administration Rights and click Add 17. Click Save changes found top left of the Portal Page Creating The Menu 1. From within the Symantec Management Console click on Settings All Settings 2. Drill down to Notification Server Console Settings 3. Select Menus 4. In the Edit Menu section under the New button drill down on Home to ensure you are highlighting Home when you do this next task 5. Click New New Item 6. Click Apply 5 of 9

6 7. Drill down on Home again and locate Menu Item 8. Select the new Menu Item 9. Under Menu Details, in Name type Admin Dashboard 10. Under Meny Action in Show select Single Page View 11. Select the Portal page Radio button and click Browse 12. In the Item dialog locate and highlight Company XYZ Admin Dashboard and click OK 13. Click Apply located towards the bottom left 14. Drill down on Home again and locate Admin Dashboard 15. Select the new Admin Dashboard 16. Click above New New Seperator 17. Click Apply 18. Now click the little Home menu icon across the Top of the browser and see that you can now select a new menu item called Admin Dashboard, try it out by selecting it Extending the Admin Quick Tasks Now that you have your initial Dash board you may want to try and extend it a little to do more for you. There are many tasks that occur within the IT Department that require either easy access or a simple user interface for operations people to learn to perform specific functions in the environment. In this section we will add a number of tasks to the Admin Quick Tasks web part and learn more about how to access dialogs within the platform directly. 1. Test out the Admin Quick Tasks web part by clicking on the Patch Remediation Center 2. It will open the Patch Remediation Center dialog, now close this dialog screen 3. A file has been pre created for you to help you in extending the tasks, copy the file located in C:\Lab Resources\Creative Ways to Leverage Dashboards and Reports\ASPX\ QuickStart4 - WOGUID.aspx to C:\Program Files\Altiris\EndpointProtectionIntegration\Web\PortalWebParts 4. Drill down to the directory C:\Program Files\Altiris\EndpointProtectionIntegration\Web\PortalWebParts 5. Rename the file QuickStart4 - WOGUID.aspx to QuickStart4.aspx 6. Right click on the file QuickStart4.aspx and select Edit 7. Minimize Notepad for now 8. Click on Settings All Settings 9. Drill down to Notification Server Console Settings Web Parts Company XYZ Custom Web Parts 10. Select Admin Quick Tasks 6 of 9

7 11. Under Web Part Contents in Show URL modify QuickStart3.aspx to QuickStart4.aspx 12. Clock Save changes 13. Click Home Admin Dashboard 14. The Admin Quick Tasks have increased, click on Update Content of Sep, now that you can easily use a Quick run to execute this against any workstation or group of machines in the environment 15. Close the open dialog 16. Click Full scan viruses and security risks, this is another Task that will execute SEP commands against a machine or group of machines, close the dialog 17. Click on System Assessment Scan on Windows, you will receive a Critical Error, this was expected as the web calls do not reference the correct locations within the Symantec Management Platform. Close this screen and lets continue with our tests. 18. Clcik on Remote Control Computer, you ll be able to select a computer to remote control using pca. Click on Cancel to exit the screen. 19. Skip Create an Incident in ServiceDesk **NOTE: This step has been removed due to time contraints 20. Finally click on Patch Remediation Center, you should receive a Symantec Management Server Error, this is expected as again we haven t specified the correct locations within the Symantec Management Platform for the dialogs we re looking for. Close the dialog. 21. Lets find the locations of the failing dialogs, click on Manage Jobs and Tasks and then drill down to System Jobs and Tasks Software Patch Management then click on Run System Assessment Scan on Windows Computers 22. This is the screen we expected to see when we clicked on the System Assessment Scan on Windows task from our dashboard. Right click on the Run System Assessment Scan on Windows Computers object and select Properties from the menu. 23. When the Properties dialog appears, copy and save the Guid, it should be f0a ac1-81a7-ed00ed45532d, close the Dialog 24. Right click on the folder Patch Management 25. Select Properties 26. When the Properties dialog appears, copy and save the Guid, it should be a8-b226-41bf-9de2-c5e8015a1301, close the Dialog 27. Now maximize the Notepad with the file QuickStart4.aspx 28. Locate the HTML line with the words System Assessment Scan on Windows this is encapsulated in a HTML href tag 29. Note the name of the javascript function it calls, it calls the PatchSAS function. 30. Locate the PatchSAS function which will be towards the beginning of the file. 7 of 9

8 31. When you locate the function you ll notice that there is a line that looks like the following /Altiris/TaskManagement/ManageTask.aspx?TreeGuid=<EMPTY>&ItemGuid =<EMPTY> 32. There is a TreeGuid which is the folder Guid, and a ItemGuid which is the actual object you are trying to reference. 33. Replace the <EMPTY> sections with the appropriate GUIDS, the new line should look like the following: /Altiris/TaskManagement/ManageTask.aspx?TreeGuid=149716a8-b226-41bf-9de2-c5e8015a1301&ItemGuid=f0a ac1-81a7- ed00ed45532d Press ctrl+s to ensure the file is saved but do not close the file yet. 34. Now lets find the location of the other failing dialog, click on Manage Policies and then drill down to Software Patch Management then click on Patch Remediation Center 35. This is the screen we expected to see when we clicked on the Patch Remediation Center task from our dashboard. Right click on the Patch Remediation Center object and select Properties from the menu. 36. When the Properties dialog appears, copy and save the Guid, it should be f-48e6-9efb b64, close the Dialog 37. Right click on the folder Patch Management 38. Select Properties 39. When the Properties dialog appears, copy and save the Guid, it should be 1623fca1-2c3a-4c5f-b6e0-e b5, close the Dialog 40. Now maximize the Notepad with the file QuickStart4.aspx 41. Locate the HTML line with the words Patch Remediation Center this is encapsulated in a HTML href tag 42. Note the name of the javascript function it calls, it calls the CallPatchRC function. 43. Locate the CallPatchRC function which will be towards the beginning of the file. 44. When you locate the function you ll notice that there is a line that looks like the following /Altiris/console/ItemPage.aspx?TreeGuid=<EMPTY>&ItemGuid=<EMPTY> 45. There is a TreeGuid which is the folder Guid, and a ItemGuid which is the actual object you are trying to reference. 46. Replace the <EMPTY> sections with the appropriate GUIDS, the new line should look like the following: /Altiris/console/ItemPage.aspx?TreeGuid=1623fca1-2c3a-4c5f-b6e0- e b5&itemguid= f-48e6-9efb b Make sure you save the file and exit Notepad 48. Now test the changes, click on Home Admin Dashboard 49. Click on the task System Assessment Scan on Windows, then close the dialog 8 of 9

9 50. Click on Patch Remediation Center task and then close the dialog **NOTE: You should understand that you used two different web service functions to access these dialogs, ManageTask.aspx to access a Task and ItemPage.aspx to access a Policy or item. If you use the incorrect function the system will return an error. If you use the incorrect GUIDs of the Folder or Resource, the system will return an error. Check the error logs as these will give you hints to what your doing wrong. This concludes this LAB, we hope that you find this information useful and that you can leverage it for your environment in the near furture. If you have time, feel free to experiment with additional tasks you may choose to add to the provided ASPX script. 9 of 9