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Creating a drill-down computer report

Client Management Suite

You can create a custom drill-down report and add it as a right-click menu action to the audit report that you created.

The following is an example of how to create a drill-down report that shows the list of computers that have the software installed. You can create any other report according to your needs.

To create a drill-down computer report

  1. In the Symantec Management Platform, on the Reports menu, click All Reports.

  2. In the left pane, under Reports, expand Discovery and Inventory > Inventory > Cross-platform > Software /Applications, right-click Software, and then click New > Report > Computer Report.

  3. On the New Computer Report page, click the report name and type a new name.

    For example, type Drilldown: Installed.

  4. On the Query tab, under Base Query, click Computer, and then, in the left pane, under Actions, click Create Joins.

  5. In the Joins dialog box, create a table join as follows:

    • In the Join drop-down list, click Inner.

    • In the middle drop-down list, click Inv_AddRemoveProgram.

    • In the bottom drop-down lists, click the following:

      On [Computer].[Guid] = _ResourceGuid.

    • Click OK.

  6. On the Fields tab, on the toolbar, click the Add symbol, and then add the fields that are shown below.

    Configure the fields as shown.

  7. On the Report Parameters tab, on the toolbar, click Add > New Paramater, and then, in the Editing Parameter dialog box, configure the parameter as follows:

    • In the Name box, type SWguid.

    • In the Description box, type Software Guid.

    • In the Type drop-down list, click Basic GUID Parameter.

    • Check Parameter Required.

    • Under Value Provider, in the Name drop-down list, click Basic Parameter Value Edit Control.

    • In the Label Text box, type Software Resource Guid.

    • Click OK.

    adobe19.png
  8. On the Data Source tab, click the Query Parameters tab, and then, on the toolbar, click Add > Software Guid.

  9. On the Filter Expressions tab, in the left pane, click [Inv_AddRemoveProgram] Join Filters.

  10. In the right pane, do the following:

    • In the top drop-down list, click Equals.

      When a dialog box opens, click OK.

    • Under Filter Expression Operands, for the first filter operand, in the {0}: drop-down list, click Field and then, in the right drop-down list, click [swguid].

    • For the second filter operand, in the {1}: drop-down list, click Parameter, and then, in the right drop-down list, click SWguid.

  11. Click Save Changes.

To create a right-click drill-down menu

  1. Open the report that you created with Query Builder.

  2. Add a new [Inv_AddRemoveProgram].[_SoftwareComponentGuid] field to the report, and make it invisible.

  3. On the Drilldowns tab, click Remove to remove the default ShowContextMenu drilldown.

  4. Click Add.

  5. In the Name box, type Show Installed.

  6. In the Performs drop-down list, click Drilldown To Report.

  7. Under Action Configuration, click No report selected, and then search for and select the drill-down report that you created.

  8. Under Passing Parameter, click the Add symbol.

  9. In the Pass Drilldown Parameter dialog box, configure the fields as follows:

    Pass from source

    Click Data field, and then, in the drop-down list below, click _SoftwareComponentGuid.

    Name at destination

    Type SWguid.

    This string must match the input parameter name of the drill-down report.

    Transform to type

    Click Basic GUID Parameter.

  10. Click OK.

  11. Click Add.

  12. Create a new drill-down as follows:

    Name

    Type ContextMenu.

    Available On

    Click DefaultDataView.

    Event

    Click Right-click.

    Performs

    Click Show context menu.

    Action Configuration

    Skip and do not configure.

    Passing Parameters

    Skip and do not configure.

  13. Click Save changes.

The right-click action that you created is not available in the right-click menu by default. You must edit the source of the report manually, as follows:

To enable the custom right-click menu

  1. In the left pane, right-click the Adobe audit (Query Builder) report, click Export, and then save the file.

  2. Open the saved XML file in a text editor.

  3. In the XML file, under <viewingControl>, in the <link> element with the name="ContextMenu" attribute, locate the following string:

    <action id="ContextMenu" />

  4. Replace this string with the following text:

    <action id="ContextMenu">

    <arguments>

    <argument name="MenuFactories" list="true">

    <value>LinkMenu</value>

    </argument>

    </arguments>

    </action>

    Also, add the visible="false" attribute to the link element.

  5. Save and close the file.

  6. In the Symantec Management Console, right-click the folder in which your report is located (in this example, Software), click Import, then and import the report back into the CMDB.

    The right-click menu is now available. Test the report. To go back to the parent report, use the breadcrumb bar above of the right pane.

  7. (Optional) To hide the drill-down report from the left pane, in the XML, replace <itemAttributes>Normal</itemAttributes> with <itemAttributes>Hidden</itemAttributes>.