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Creating recurring reports

This topic describes how to generate one-time reports and recurring report jobs. For a general overview of reporting, see Configuring Forefront TMG reports.

Where to start: In the Forefront TMG Management console tree, click Monitoring. In the details pane, click the Reporting tab.

  1. In the tasks pane, click Create One-Time Report.
  2. Complete the New One-Time Report Wizard as outlined in the following table.

    Page Field or property Setting or action

    Welcome to the One-Time Report Wizard

    Report Name

    Enter a name for the report.

    Report Period

    Display the report by

    Select Day to generate a report summarizing activity over one or more days.

    Select Month to generate a report summarizing activity over one or more months.

    Start Date

    For reports displaying activity over a day or days, select the first day to be included in the report.

    For reports displaying activity over a month or months, select the first month to be included in the report.

    End Date

    For reports displaying activity over a day or days, select the last day to be included in the report.

    For reports displaying activity over a month or months, select the last month to be included in the report.

    Report Content

    Select the content to include in this report

    Customize the report according to the types of activity you wish to review.

    Send E-mail Notification

    Send e-mail notification for completed reports

    Select this option if you want to notify certain parties via e-mail that the report has been generated.

    SMTP server

    Type the name of the mail server to use when sending the e-mail notification.

    From, To, and Cc

    Type the e-mail addresses of the sender and the recipients

    Message

    Type a message to send to the e-mail recipients.

    Include a link to the completed report

    For the recipient's convenience, you can include a link to the report in the e-mail.

    Test

    Click Test to verify that a message will be sent successfully.

    Report Publishing

    Publish reports to a directory

    Select this option if you want the ability to view this report without opening the Forefront TMG Management console. Note that if you have chosen email notification, report publishing is required.

    Published reports directory

    Type a directory or click Browse to select the folder in which the published reports should be created.

    Publish using this account

    If the published reports directory is on a different computer, click Set Account and enter credentials that will be used by the reporting engine for publishing. These credentials should have write permissions in the specified folder.

    Completing the One-Time Report Wizard

    Review the report's configuration and click Finish when done.

  3. In the details pane, right-click the new one-time report and click Generate and View.
  1. In the tasks pane, click Create a Recurring Report Job.
  2. Complete the New Recurring Report Job Wizard as outlined in the following table.

    Page Field or property Setting or action

    Welcome to the Recurring Report Job Wizard

    Report Name

    Enter a name for the report.

    Recurring Report Job Scheduling

    Display the report by

    Specify how often and when the report job will run: Select Daily for every day, Weekly for once a week on the day you choose, or Monthly on a specific day of the month.

    Report Content

    Select the content to include in this report

    Customize the report according to the types of activity you wish to review.

    Send E-mail Notification

    Send e-mail notification for completed reports

    Select this option if you want to notify certain parties via e-mail that the report has been generated.

    SMTP server

    Type the name of the mail server to use when sending the e-mail notification.

    From, To, and Cc

    Type the e-mail addresses of the sender and the recipients

    Message

    Type a message to send to the e-mail recipients.

    Include a link to the completed report

    For the recipient's convenience, you can include a link to the report in the e-mail.

    Test

    Click Test to verify that a message will be sent successfully.

    Report Publishing

    Publish reports to a directory

    Select this option if you want the ability to view this report without opening the Forefront TMG Management console.

    Published reports directory

    Type a path or click Browse to select the folder directory in which the published reports should be created.

    Publish using this account

    If the published reports directory is on a different computer, click Set Account and enter credentials that will be used by the reporting engine for publishing. These credentials should have write permissions in the specified folder.

Notes

  • When specifying a published reports directory, it must exist in the file system. The report generator will not create the folder.
  • When publishing reports, you must grant at least Read access permissions to users who must view the report in this shared folder. If you do not publish the report, you can only view the report on the computer that is running Forefront TMG Management.
  • When you publish a report, the Forefront TMG computer requires write permissions to the folder where you publish the report. By default, the Local System account is used to publish the report. However, if you publish the report to a folder that resides on a different computer, the Local System account credentials are passed as the account of the Forefront TMG-based computer. Because of this, the account of the Forefront TMG-based computer must have sufficient permissions to write to the destination folder. If you specify a user account to publish the report, you must make sure that this user account is granted write permissions to the destination folder.
  • If Forefront TMG is installed in workgroup mode, Forefront TMG uses the Unauthenticated account. In this case, we recommend that you specify user credentials when publishing reports to another computer.
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