10.7 Distributing Delta Reports to a File Share or Folder

Available only in the Windows console.

When distributing a scheduled delta report, you can choose to overwrite the existing report so only the latest copy of the report is in the folder or share. Your Core Services account needs the Full Control permissions to the file share where you want to save the report. By default, Core Services runs under the LocalSystem account. For more information, see Managing Permissions.

NOTE:

  • To distribute a report, you must install the Secure Configuration Manager console on the same drive where you installed Core Services.

  • To distribute a delta report, at least one run of the policy template must be complete.

  • To distribute a report in Excel format, Microsoft Excel must be installed on the Core Services computer. For more information, see the Secure Configuration Manager Installation Guide.

  • When you distribute a report in .xml format, Secure Configuration Manager does not apply filters that were applied to the viewed report. For more information, see Filtering a Delta Report.

To distribute a delta report to a file share or folder:

  1. Ensure that at least one run of the policy template is complete. For more information, see Comparing Policy Template Results.

  2. In the left pane, click IT Assets.

  3. In the IT Assets tree pane, expand Managed Groups and select the same managed group or individual endpoints that the previous run of the policy template ran against.

  4. Right-click the group or endpoints, then click Run Policy Template.

  5. Follow the instructions in the wizard, ensuring you select the same policy template.

  6. In the Delta Reporting window, select Enable Delta Reporting.

  7. Click Setup.

  8. Follow the instructions in the Delta Comparison wizard.

  9. In the Distribution window, select Enable Distribution.

  10. Click Add, and select File distribution.

  11. In the File Distribution window, complete the required fields.

  12. (Optional) To overwrite an existing file, select Overwrite existing file.

  13. (Optional) To create a new file for each report run, select Save all runs of the report.

  14. (Optional) To compress the report, select Compress this file before distributing and then specify the file extension for the compressed file.

  15. Click OK.

  16. Click Finish.

  17. Follow the remaining instructions in the Run Policy Template wizard.