Portal Overview Version 10.0.01

Understanding Portal terminology is a prerequisite for getting started. The following figure highlights naming conventions for each area in the interface.

1. Search - Use Search to find specific Inventory objects. You can also find and run a report template, report or a dashboard by name. Search is case insensitive, supports partial entries, and will display a list of potential matches using a string match. If the Cloud is enabled, search results will also include user report templates available from the cloud. Because you can directly run a report from your Search results, this enables you to preview any cloud template before you save it locally. Results are displayed in a full search page that allows you to refine results further or start a new search. See Search Tips.

• Inventory - Provides a browser view of your collected datacenter infrastructure inventory. This view allows you examine your data starting from a logical entry point to narrow down, find, and run the reports you require. You can quickly find the inventory object type within your infrastructure and StorageConsole will present only the relevant reports. Object-specific reports and summary pages are also displayed.

• Reports - A management window for your reporting inventory that allows you to browse and manage StorageConsole templates, reports and dashboards, as well as your own custom reports.

• Tools - The Tools page provides access to designers that enable custom report template creation: the Dynamic Template Designer; the SQL Template Designer, an advanced feature, requiring experience in SQL (Structured Query Language) development; and the Methods Designer to create special processing methods to be included in report templates created with the Dynamic Template Designer. The Tools list also provides access to the File List Exporter (if you have licensed the File Analytics product). The exporter assembles file analytics metadata into a comma-separated values (.csv) file, and allows you to export for further analysis.

• Admin - This page provides consolidated access to functions that allow administrators to manage the Portal, create users, groups, set up data collection, plus set privileges for report and feature access.

3. User Account Menu - This drop-down menu provides convenient access to account-specific features such as managing your profile information, your homepage, and access to your scheduled reports. For those assigned a Super User role, a Clear Cache selection is also displayed for the purpose of debugging. See Clearing the Inventory and Report Cache.

6. Action Bar - Display functionality available for the specific report types. As you select a report or report template, the available functions are displayed.