Reporting Group

IT Analytics offers users several ways in which they can consume their systems management data. One of the more popular ways to expose IT Analytics data to business users, without granting them access to the Symantec Management Console, is through utilizing some of the rich reporting capabilities within Microsoft SharePoint. This article will provide step by step guidance on creating dashboards using the IT Analytics Data Loss Prevention Content Pack while leveraging Microsoft SharePoint’s PerformancePoint solution. There is also an optional process for including a link to the out-of-the-box IT Analytics reports hosted by SQL Reporting Serivces.

NOTE: This example uses Microsoft PerformancePoint, which is only available in the Enterprise version of SharePoint. If you are running SharePoint Standard you can still add links to IT Analytics default reports and dashboards by simply using the URL exposed by SQL Reporting Services. However, without PerformancePoint you will not be able to create and publish the dashboards outlined below. 

Creating a Dashboard in PerformancePoint

1. Within SharePoint, navigate to the Business Intelligence Center and select the "Create Dashboards"

2. Click "Start using PerformancePoint Services”

3. Click "Run Dashboard Designer"

4. Wait a few moments for the application to launch

5. Select the "Workspace" tab, click "Create" in the ribbon bar and select "Data Source"

6. Select "Analysis Services" and click "OK"

7. Select the "Properties" tab and enter a meaningful Name, Description, and Display Folder, then click on the "Editor" tab

8. Enter the analysis server “Name”, choose the “IT Analytics” database, select the cube “DLP Incident Summary”, then click “Test Data Source” and ensure the connection succeeds, click “Close”

9. Repeat steps 5 and 6 to add another Data Source
10. Select the "Properties" tab and enter a meaningful Name, Description, and Display Folder, then click on the "Editor" tab

11. Enter the analysis server “Name”, choose the “IT Analytics” database, select the cube “DLP Administrative Events”, then click “Test Data Source” and ensure the connection succeeds, click “Close”

12. Click the “Save All” icon, specify a location and file name for the project, then press “Save”

13. Click “PerformancePoint Content” in the workspace browser and select the “Workplace” tab and chose “Analytic Chart” from the Create ribbon bar

14. Select the “DLP Incident Summary” data source created in step 8, then click “Finish”

15. Select the "Properties" tab and enter a meaningful Name, Description, and Display Folder, then click on the "Design" tab

16. From the details pane on the right, expand “Measures” and “Dimensions”

17. Drag “DLP Incident Type Incident – Type” to the “Series” section and the “Incident Count” and “DLP Incident Severity Incident – Severity” to the “Bottom Axis” section. The chart will now display data

18. Right click on the white space in the report, expand “Report Type” and select “100% Stacked Bar Chart”

19. The chart will be refreshed. Right click on a column, expand “Sort” and select “Smallest to Largest”

20. The chart will be refreshed. Click on the downward facing triangle next to “DLP Incident Severity Incident – Severity” and select everything except “Info”, Press “OK”

21. The chart will be refreshed. Click on the “Save All” icon to save your changes

22. Click “PerformancePoint Content” in the workspace browser and select the “_DLP” folder and chose “Analytic Chart” from the Create ribbon bar

23. Select the “DLP Admin Events” data source created in step 11, then click “Finish”

24. Select the "Properties" tab and enter a meaningful Name, Description, and Display Folder, then click on the "Design" tab

25. From the details pane on the right, expand “Measures” and “Dimensions”

26. Drag “DLP Administrative Event Event – Username” and “DLP Administrative Event Administrative Event Date – Quarter” to the “Series” section, the “Administrative Events Count” to the “Bottom Axis” section, and “DLP Administrative Event Event – Entity” and “DLP Administrative Event Event – Action” to the “Background “ section. The chart will now display data

27. Click on the downward facing triangle next to “DLP Administrative Event Event – Entity”, clear the checkmark in “Default Member (All)”, expand “All” and select “Incident”, then click “OK”. The chart will be refreshed

28. Click on the downward facing triangle next to “DLP Administrative Event Event – Action”, clear the checkmark in “Default Member (All)”, expand “All” and select “Delete”, “Status Change” and “View”, then click “OK”. The chart will be refreshed

29. Right click on the white space in the report, expand “Report Type” and select “Pie Chart”

30. The chart will be refreshed. Click on the “Save All” icon to save your changes

31. Click “PerformancePoint Content” in the workspace browser and select the “_DLP” folder and chose “Reporting Services” from the Create ribbon bar

32. Select the "Properties" tab and enter a meaningful Name, Description, and Display Folder, then click on the "Editor" tab

33. Enter your “Server Name” and click browse

34. Select “DLP Incident Trend” from the list and click “OK” NOTE: If the report you are selecting contains parameters, you can select from the predefined parameter set in the report itself, the <Default> value is automatically selected

35. Click on the “Save All” icon to save your changes
36. Click on "Dashboard" from the Create ribbon bar, select "2 Rows" as the template then click “OK”

37. Select the "Properties" tab and enter a meaningful Name, Description, and Display Folder, then click on the "Editor" tab

38. From the "Details" pane on the right hand side of the screen, expand "Reports" and browse to the PerformancePoint Content previously created

39. Drag the report “DLP Incidents by Severity and Type” from the Details pane to the "Top Row" pane of the dashboard 

40. Drag the report “DLP Admin Dashboard” from the Details pane to the "Bottom Row" pane of the dashboard 

41. Right click on Top Row and select “Add Right”

42. Drag the report “DLP Incident Trend” from the Details pane to the "Zone 1" pane of the dashboard

43. Right click “Top Row” and select “Zone Settings”

44. Select the “Size” tab and enter “30” in the “Width” box, then select “OK”

45. Your dashboard should look like this now. Click on the “Save All” icon to save your changes

46. Click on the Home button and select "Deploy"

47. In the "Deploy To" dialog box, select "Include page list for navigation" and select "OK"

48. Once the Dashboard is deployed, it will automatically be opened in Internet Explorer to view

49. To access the dashboard from the Business Intelligence Center, click on the "Dashboards" link and then click on your dashboard

50. Click on the "Name" hyperlink to display the dashboard