1. Introduction

There are hundreds of pre-defined reports available for each of the different components within the Solution and these reports can be filtered, sorted, and searched as required. Reports can be scheduled to run automatically, saved, and exported for further analysis.

2. Running a Report

From the Home Screen, choose a Lepide Category – this can be either Lepide Auditor, Lepide Trust, Lepide Detect or Lepide Identify. For this example, we will look at Lepide Auditor.

The Reports Window is displayed:

Here all reports available within Lepide Auditor are displayed.

• To see the reports within a folder, click the folder name – for example File Server

• To expand the list of reports within a folder, click the + icon

• To view a particular report, click the report name. In this example the All File Server Interactions Report has been selected:

2.1 Specify a Date Range

• From the top of the screen, click on the date to choose a date range from the list

• Select a date range from the list

• Click the Generate Report button to run the report for the specified time period

3. Sorting a Report

Reports can be sorted by clicking the arrow next to the column heading. When clicked, the arrow changes to blue and shows in the direction of the sort.

Here the Operation has been sorted ascending (a-z) by Operation:

• Click the arrow again to sort descending (z-a)

4. Applying a Filter to a Report

There are two ways to apply filters using the Lepide Web Console and these are explained below:

4.1 Applying a Filter using the Filter Icon

• To apply a filter to the report, click the Filter icon:

  

The Modify Filters dialog box is displayed:

• Click the Select drop down list to choose the column to filter by. In this example we will choose Operation

Operation now appears in the dialog box with blue highlight:

• Click the Edit Filter icon

  

  next to the relevant column name (highlighted blue)

• Click the Select drop down and choose from the criteria options available. In this example, we are filtering by Operation and so can choose between Include or Do Not Include:

• Choose the column(s) you want to filter by. In this example, we will filter by File Copied

• Click Apply

• Click Generate Report

• The report will run and will display the filtered data:

In the example above, a filter for File Copied has been applied and the details of this filter are shown at the top of the screen:

• To change the filter, click again on the Filter icon

  

  and the Modify Filters dialog box is displayed

• Make the changes as required, then as before, click Apply and then Generate Report

• To remove a filter, from the Modify Filters dialog box click the

  

  icon.

4.2 Applying a Filter Using the Column Headings

Filters can be added by typing directly into the column heading. As you type, the report will display the filtered data.

In the example above, ‘File Copied’ has been typed into the Operation column to filter by File Copied

5. Exporting a Report

Reports can be exported to CSV and PDF file formats. Exporting to CSV will be instant whereas the PDF option will take longer as it has the formatting to export as well as the data.

To export a report:

From the Reports screen, hover over the Export button

• Choose either CSV or PDF from the menu

A message is displayed:

• Click on the Exported Files button to see the progress of the export and to see the exported file once the process is complete

6. Adding Reports to My Lepide

The My Lepide Dashboard on the home screen lists any reports and dashboards that you have added to My Lepide, providing an easy way to find and run the reports you use frequently. Any report can be added to My Lepide whether it is a predefined report or a custom report.

To add a Report to My Lepide:

• From the Home Screen, choose a Lepide Category, for example, Lepide Auditor

• The Lepide Auditor Dashboard screen is displayed

• From the top of the screen, choose a category, for example, Lepide Auditor and select Reports

The Reports screen is displayed:

• Find the report you want to save to My Lepide

• Slide the

  

  icon in the My Lepide column to the right to add the report to the My Lepide Dashboard

• A message will be displayed at the top of the screen showing that the report has been added to My Lepide and the icon will show as activated as it will now be dark blue:

In the above example, the Failed Logons Report has been added to My Lepide. This can be seen as the icon will show as activated as it will now be dark blue.

• Repeat this for all reports you want to be available from My Lepide

Now your report(s) will be displayed when you choose My Lepide from the menu bar to the left of the Reports Screen or from the option on the Home screen:

7. Creating a Customized Report

Custom reports can be created so that you can choose the columns you want to see and the filters you need to apply. The report can be saved and run as required.

To create a custom report:

• From the Home screen, choose a Lepide Category, for example, Lepide Auditor

The Auditor - Reports screen is displayed:

• To create a report, click the Create Report button on the top right of the screen

The Create Report dialog box is displayed:

• Enter a Report Name

• Select from Folder List the Folder which contains the pre-defined report on which you are basing this customized report. Your customized report will be stored in this folder. For the Files Copied Report, the folder is File Server.

• Select from Predefined Reports the Predefined Report that this customized report is to be based on

• Add an optional Description

• Click Next

• The Report Editor screen is displayed with the report name at the top:

The columns are those used in the predefined report (selected previously in the Create Report dialog box) which this custom report will be based on.

To the top left of the screen are two Tabs: Filter and Columns

With the Columns Tab selected there are column headings at the top and to the side of the screen. The column headings at the side can be used to remove columns by clicking the x icon and change the order of columns by dragging them to a new position.

In this report example, the fields When and Server Name cannot be removed as they are integral to the running of the report.

• To reinstate a previously deleted column name, click the Select drop down menu and choose the column name

• Click the Filter tab to add filters for the report. For more information about adding a filter, please refer to Section 6 of this guide

• When finished, click Save. This will save any changes you’ve made to the columns or filters and you will return to the Reports screen

• Choose Generate Report to run the report

The report will be stored in the folder you specified in the Create Report dialog box and will be saved with all the customized options you have chosen

7.1 Edit a Customized Report

• To make changes to a customized report, click the Customize Report icon

  

  (next to the Filter icon)

This takes you to the Report Editor screen

This will show your customized report with the columns and filters you specified previously

• Make changes as required

• Click Save when finished

8. Remove, Move or Share a Report

Custom reports can be removed, moved or shared while predefined reports can be shared

8.1 To Remove a Custom Report

From the Reports screen, next to the report that you want to remove, click the

This menu option to Remove, Move or Share the report will appear

• Choose Remove

The following dialog box will appear:

• Click Remove to remove the report

8.2 To Move a Custom Report

• Click the

  

  icon and choose Move Report

The Select a Folder dialog box is displayed:

• Select the folder to move the report to

• Click Done

8.3 To Share a Report

• Click the

  

  icon and choose Share Report

The Select User(s) or Group(s) dialog box appears:

• Select Browse Group(s) or Browse User(s) and click the Select User/Group button

A list of users or groups will be displayed:

• Select the user(s) to share the report with and click Done

A Successfully Shared message box will be displayed.

• Click Done

The Share information is shown in the Reports screen under Shared With and Shared By

In this example the Failed Logons report was shared with Jill by Paul:

9. Subscription

Subscribing to a report enables the automated, regular execution of the report, eliminating the need to manually run it each time.

• To add a subscription, from the Admin Console, click the Subscribe button

The Add Subscription wizard will start:

• Add the Subscription Name and Description

• Select the reports to subscribe to:

• To search for reports, click in the Search Reports box and type all or part of the report name to see a list of relevant reports:

• To see the reports for each Lepide category, select either Lepide Auditor, Lepide Trust or Lepide Identify:

• Once one or more reports have been selected, click Next

The Filters window is displayed:

• Click Add Filter to add a filter for the selected report:

• Click Next

The Delivery Settings window is displayed:

To specify the settings for how the reports should be delivered:

• Click Add Action

The Configure Report Delivery Action window is displayed:

Add the following details:

Delivery mechanism: Select either Send Email or Save Report on Disk.

If Save Report on Disk is selected, the path where the reports will be saved is displayed and the Report Format of CSV or PDF can be selected. If Send Email is selected, then the email options are displayed as follows:

Sender’s Email Account: Select the email address from the drop-down list or click Add New Email Account to add a new email address

Recipient’s Email: Type the recipient’s email address into the text box. Separate multiple emails with a ‘,’.

Select the Report Format of either CSV or PDF

• Click Done when finished

• Click Next

The Subscription Schedule window is displayed:

• Click one of the schedule buttons to add either a Monthly, Weekly or Daily Schedule

• Select Process subscription remotely if required

• Select an Agent Server from the drop-down list or choose Add Agent to add a new Agent

• Click Done when finished and the Subscription will be saved