HP Insight Online Reporting Guide Document Release Date: June 2014 Software Release Date: June 2014
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Contents Contents 3 Preface 5 Document Purpose and Audience 5 Product Overview 5 Related Documents 5 HP Support Information 6 We Appreciate Your Feedback! 6 Chapter 1: About HP Insight Online My Reports Access Reports Accessing Reports as an Authenticated User Accessing Customer Reports as an HP Authorized Channel Partner Chapter 2: Managing Reports View Generated Reports 7 7 8 10 12 12 Accessing Generated Reports 13 Sorting Generated Reports 14 Understanding your HP Proactive Care Rep
Contents Generate Customer Reports 36 Generate the My Customer Contracts and Warranties Report 38 Generate the My Customer Device Configuration Report 40 Generate the My Customer Firmware Report 43 Generate the My Customer Service Event Report 47 Generate the My Customer Support Case Report 50 Chapter 5: Troubleshooting Reports 52 Understand Error Messages 52 Understand Known Issues 53 Glossary 54 Index 56 HP Insight Online: Reporting Guide Page 4 of 56
Preface Document Purpose and Audience This document provides an overview of the Reports feature in HP Insight Online. This document is intended for users of Insight Online who are using the Reports feature to generate reports and describes tasks such as generating, accessing, and viewing reports. Product Overview HP Insight Online provides one-stop, secure access to the information you need to monitor the devices in your IT environment from anywhere, anytime.
Preface HP Support Information HP recommends you consult the Insight Online and Insight Remote Support documentation to resolve issues. If you need further support for Insight Online, help is available through HP Support Center Usage Support. For more information, go to: http://www.hp.com/go/contactHPSC. We Appreciate Your Feedback! If you have comments about this document, you can contact the documentation team by email.
Chapter 1: About HP Insight Online My Reports The Reports feature provides online reporting for your devices and allows you to manage your reports efficiently. You can access report templates, save reports for reuse, view a log of prior results, and print reports. Use this guide as an introduction to the available reports and as a reference for your reporting needs. For information about using Insight Online, refer to the HP Insight Online User's Guide: http://www.hp.
Chapter 1: About HP Insight Online My Reports Accessing Reports as an Authenticated User To access Reports, complete the following steps: 1. To access the HP Support Center, point your browser to: http://www.hp.com/go/hpsc. The HP Support Center screen appears. 2. On the HP Support Center screen, click My HP Support sign-in. The HP Passport Sign-in screen appears. 3. On the HP Passport Sign-in screen, enter your HP Passport user ID and password and click Sign in. The HP Support Center screen appears. 4.
Chapter 1: About HP Insight Online My Reports The HP Insight Online screen appears. The Reports icon is on the right side of the screen. 5. Click Reports. The Generated Reports tab appears by default. The Generated Reports tab displays a list of generated reports in the All generated reports section. For more information about generating reports, see "Generating Reports on the My IT Environment Tab" on page 18.
Chapter 1: About HP Insight Online My Reports Accessing Customer Reports as an HP Authorized Channel Partner To access Reports as an HP Authorized Channel Partner, complete the following steps: 1. To access the HP Support Center, point your browser to: http://www.hp.com/go/hpsc. The HP Support Center screen appears. 2. On the HP Support Center screen, click My HP Support sign-in. The HP Passport Sign-in screen appears. 3.
Chapter 1: About HP Insight Online My Reports The HP Support Center screen appears. 4. Click Insight Online My Customers. The Insight Online for Partners screen appears. 5. To access your customer reports, click Reports. The Generated Reports tab appears by default. The Generated Reports tab displays a list of generated reports in the All generated reports section. For more information about generating customer reports, see "Generating Reports on the My Customers Tab" on page 36.
Chapter 2: Managing Reports This chapter describes how to manage your reports and your customers' reports. From Reports, you can perform the following tasks: Tab Description Generated Reports Click Generated Reports to display a list of generated reports and the status of the report. For more information about viewing reports, see "View Generated Reports" below. New Report Click New Report to display the report templates for creating a new report.
Chapter 2: Managing Reports The All generated reports section contains the following columns: Column Description Report name The name of the report. Status The status of the report, for example, In Progress, Completed, and Failed. l While the report is generating, the status of the report appears as In Progress. l When the report generates, the status appears as Completed and the report name appears as a blue hyperlink. Click the hyperlink to open the report.
Chapter 2: Managing Reports generated report. The report opens in the format you chose when you created the report (PDF, Microsoft Excel, or zipped CSV). Note: Report data is not in real time and has a 24 hour lag in completeness. Report data may appear blank due to daily updates to the database. Sorting Generated Reports You can sort the list of generated reports by report name, status, and the date you submit the report. To Sort... Click...
Chapter 2: Managing Reports Firmware and Software Version Report The Firmware and Software Version Report contains recommendations for applicable software versions, patches, and firmware revisions for each covered device connected to HP. The report is generated twice a year and appears automatically in the generated reports list. You only receive reports for the Proactive Care Service Agreement IDs (SAIDs) that are linked to your HP Passport through HPSC.
Chapter 2: Managing Reports The Saved templates home section contains the following columns: Column Description Template Name The name of the template. Report Type The report type. For more information about report types, see"Generating Reports on the My IT Environment Tab" on page 18 and "Generate Customer Reports" on page 36. Submitted Date The date and time you submit the report. Remove Select the Remove check box and click Remove All Checked to remove the report from the list.
Chapter 2: Managing Reports Remove Reports To remove a generated report, complete the following steps: 1. Click Generated Reports. 2. In the All generated reports section, locate the report you want to remove. 3. In the Remove column, select the check box for the report. 4. Click Remove All Checked. The report is permanently removed from the All generated reports section. Print Reports Select to view a report in PDF, Microsoft Excel, and CSV formats. PDF is optimized for printing and easy viewing.
Chapter 3: Generating Reports on the My IT Environment Tab This chapter describes the reports you can generate and access from the My IT Environment tab. Generate a New Report The first time you access your reports, there are no generated reports. You must first define report parameters before you generate a report. Define the report type, format, and if you want to save the report as a report template for future use.
Chapter 3: Generating Reports on the My IT Environment Tab Report Description My Device Configuration Report The My Device Configuration Report contains detailed device configuration information for your remotely supported products. For more information about the report types, see "Generate the My Device Configuration Report" on page 25. My Firmware Report The My Firmware Report contains information about the installed firmware for the selected devices.
Chapter 3: Generating Reports on the My IT Environment Tab 3. From the Format drop-down list, select PDF, Microsoft Excel, or zipped CSV format. 4. Select one or more Care Pack Contract Number(s). Expand the All Values folder and select the Care Pack Contract Number check box. 5. Select the start and end date of the reporting period. The start and end date must be in the format YYYY-MM-DD. Note: If the start date is after the end date, then an error appears.
Chapter 3: Generating Reports on the My IT Environment Tab Generate the My Contract Report The My Contract Report contains device information associated with the specified Service Agreement ID. Before generating the My Contract Report, complete the following steps: 1. From the New Report tab, select the My Contract Report. The progress icon the report is opening. The My Contract Report appears. appears while 2. In the Title field, type the report title.
Chapter 3: Generating Reports on the My IT Environment Tab 8. Click Generate Report. The My Contract Report appears in the All generated reports section on the Generated Reports tab. While the report is generating, the status of the report appears as In Progress. On average, reports generate once every 30 minutes. When the report generates, the status appears as Completed. You can download the report once the report has a status of Completed.
Chapter 3: Generating Reports on the My IT Environment Tab Generate the My Contracts and Warranties Report The My Contracts and Warranties Report contains contract, Care Pack, and warranty information on the selected devices. Before generating the My Contracts and Warranties Report, complete the following steps: 1. From the New Report tab, select the My Contracts and Warranties Report. The progress icon appears while the report is opening. The My Contracts and Warranties Report appears. 2.
Chapter 3: Generating Reports on the My IT Environment Tab date before the end date of the reporting period. 6. Optional: Select the Save these report options as a template check box. The report template saves and is available for reuse from the Saved Templates tab. 7. Type a valid email address to receive an email notification when the report is complete. 8. Click Generate Report. The My Contracts and Warranties Report appears in the All generated reports section on the Generated Reports tab.
Chapter 3: Generating Reports on the My IT Environment Tab Column Description Serial Number The device serial number (Warranty Report). Product Number The product number (Warranty Report). Generate the My Device Configuration Report The My Device Configuration Report contains information for HP EVA, ProLiant, BladeSystem c-Class Enclosure, StoreVirtual, HP P2000 Modular Smart Arrays (MSA), StoreFabric, StoreEasy, and StoreAll product families.
Chapter 3: Generating Reports on the My IT Environment Tab check box. Note: Virtual VM host devices are not available for selection as these devices do not have applicable configuration data. 5. Optional: Select the Save these report options as a template check box. The report template saves and is available for reuse from the Saved Templates tab. 6. Enter a valid email address to receive an email notification when the report is complete. 7. Click Generate Report.
Chapter 3: Generating Reports on the My IT Environment Tab Scroll down through the document to view a graphical representation of the My Device Configuration Report. Continue to scroll through the document to view detailed information about a server.
Chapter 3: Generating Reports on the My IT Environment Tab Generate the My Firmware Report The My Firmware Report contains information about the installed firmware for the selected devices. Before generating the My Firmware Report, complete the following steps: 1. From the New Report tab, select the My Firmware Report. The progress icon the report is opening. The My Firmware Report appears. appears while 2. In the Title field, type the report title.
Chapter 3: Generating Reports on the My IT Environment Tab The My Firmware Report displays in the All generated reports section on the Generated Reports tab. While the report is generating, the status of the report appears as In Progress. On average, reports generate once every 30 minutes. When the report generates, the status appears as Completed. You can download the report once the report has a status of Completed.
Chapter 3: Generating Reports on the My IT Environment Tab The generated My Firmware Report contains the following columns: Tab Column Description Firmware Overview Device name The name of the device. Model The model name that identifies the type of device. Product number The product number. Serial number The device serial number. Operating system The operating system. Connection type The type of connection, for example, Insight RS Centralized Connect.
Chapter 3: Generating Reports on the My IT Environment Tab Tab Column Description Devices -Data Not Reported Device name The name of the device that contains no firmware information. Model The model name that identifies the type of device. Product number The product number of the device. Serial number The device serial number. Operating system The operating system. Connection type The type of connection, for example Insight RS Centralized Connect.
Chapter 3: Generating Reports on the My IT Environment Tab Generate the My Service Event Report The My Service Event Report contains information about the service events for the selected devices. Before generating the My Service Event Report, complete the following steps: 1. From the New Report tab, select the My Service Event Report. The progress icon while the report is opening. The Service Event Report appears. appears 2. In the Title field, type the report title.
Chapter 3: Generating Reports on the My IT Environment Tab Note: If the start date is after the end date, then an error appears. You must enter a start date before the end date of the reporting period. 7. In the Problem Area Text field, enter a description of the problem. 8. Optional: Select the Save these report options as a template check box. The report template saves and is available for reuse from the Saved Templates tab. 9.
Chapter 3: Generating Reports on the My IT Environment Tab Column Description Status The status of the event, for example, open or closed. Date Submitted The date and time you submit the event. Last Updated The date and time the system updates the event. Generate the My Support Case Report The My Support Case Report contains information about support cases for the selected devices. Before generating the My Support Case Report, complete the following steps: 1.
Chapter 3: Generating Reports on the My IT Environment Tab 5. Select the start and end date of the reporting period. The start and end date must be in the format YYYY-MM-DD. Note: If the start date is after the end date, then an error appears. You must enter a start date before the end date of the reporting period. Note: Support cases closed over 30 days ago do not display in the report. 6. Optional: Select the Save these report options as a template check box.
Chapter 4: Generating Reports on the My Customers Tab This chapter describes the customer reports you can access as a channel partner from the Insight Online My Customers tab.
Chapter 4: Generating Reports on the My Customers Tab For devices connected through Direct Connect: When registering Direct Connect Devices in Insight Online, your customer must: n Associate their devices with your Partner Location ID as an HP Authorized Reseller or HP Authorized Service Partner. To do this, the customer enters your Location ID. n Opt-in to share information and allow HP or HP Authorized Channel Partners to contact them to discuss optimizing their IT environment.
Chapter 4: Generating Reports on the My Customers Tab Generate the My Customer Contracts and Warranties Report The My Customer Contracts and Warranties Report contains contract, Care Pack, and warranty information on the selected devices. Before generating the My Customer Contracts and Warranties Report, complete the following steps: 1. From the New Report tab, select the My Customer Contracts and Warranties Report. The progress icon appears while the report is opening.
Chapter 4: Generating Reports on the My Customers Tab Note: If the start date is after the end date, then an error appears. You must enter a start date before the end date of the reporting period. 6. Optional: Select the Save these report options as a template check box. The report template saves and is available for reuse from the Saved Templates tab. 7. Type a valid email address to receive an email notification when the report is complete. 8. Click Generate Report.
Chapter 4: Generating Reports on the My Customers Tab Generate the My Customer Device Configuration Report The My Customer Device Configuration Report contains information for HP EVA, ProLiant, BladeSystem c-Class Enclosure, StoreVirtual, HP P2000 Modular Smart Arrays (MSA), StoreFabric, StoreEasy, and StoreAll product families. You can generate a report on the selected product families or generate a report in any device combination of your choice.
Chapter 4: Generating Reports on the My Customers Tab Note: Virtual VM host devices are not available for selection as these devices do not have applicable configuration data. 5. Optional: Select the Save these report options as a template check box. The report template saves and is available for reuse from the Saved Templates tab. 6. Type a valid email address to receive an email notification when the report is complete. 7. Click Generate Report.
Chapter 4: Generating Reports on the My Customers Tab Scroll down to view a graphical representation of the My Customer Device Configuration Report. Continue to scroll through the document to view detailed information about a server.
Chapter 4: Generating Reports on the My Customers Tab Generate the My Customer Firmware Report The My Customer Firmware Report contains information about the firmware for the selected devices. Before generating the My Customer Firmware Report, complete the following steps: 1. From the New Report tab, select the My Customer Firmware Report. The progress icon appears while the report is opening. The My Customer Firmware Report appears. 2. In the Title field, type the report title.
Chapter 4: Generating Reports on the My Customers Tab average, reports generate once every 30 minutes. When the report generates, the status appears as Completed. You can download the report once the report has a status of Completed. If you entered an email address to receive a notification when the report completes, click the link in the email notification to view the report. 8. To download the generated report, click the report name and then click Open to view the report.
Chapter 4: Generating Reports on the My Customers Tab Tab Column Description Firmware Overview Customer name The name of the customer. Select the column to sort or select customers. Device name The name of the device. Model The model name that identifies the type of device. Product number The product number. Serial number The device serial number. Operating system The operating system. Connection type The type of connection, for example, Insight RS Centralized Connect.
Chapter 4: Generating Reports on the My Customers Tab Tab Column Description Devices -Data Not Reported Customer The name of the customer. Select the column to sort or select customers. Device name The name of the device that contains no firmware information. Model The model name that identifies the type of device. Product number The product number of the device. Serial number The device serial number. Operating system The operating system.
Chapter 4: Generating Reports on the My Customers Tab Generate the My Customer Service Event Report The My Customer Service Event Report contains information about the service events for the selected devices. Before generating the My Customer Service Event Report, complete the following steps: 1. From the New Report tab, select the My Customer Service Event Report. The progress icon appears while the report is opening. The Customer Service Event Report appears. 2.
Chapter 4: Generating Reports on the My Customers Tab Note: This is a required field. 6. Select the start and end date of the reporting period. The start and end date must be in the format YYYY-MM-DD. Note: If the start date is after the end date, then an error appears. You must enter a start date before the end date of the reporting period. 7. In the Problem Area Text field, enter a description of the problem. 8. Optional: Select the Save these report options as a template check box.
Chapter 4: Generating Reports on the My Customers Tab The generated My Customer Service Event Report contains the following columns: Column Description Device Name The name of the device. Model The model name that identifies the type of device. Serial Number The device serial number. Product Number The product number. Event GUID The event identification number. Problem Description The description of the problem. Problem Area The description of the problem area.
Chapter 4: Generating Reports on the My Customers Tab Generate the My Customer Support Case Report The My Customer Support Case Report contains information about support cases for the selected devices. Before generating the My Customer Support Case Report, complete the following steps: 1. From the New Report tab, select the My Customer Support Case Report. The progress icon appears while the report is opening. The Customer Support Case Report appears. 2. In the Title field, type the report title.
Chapter 4: Generating Reports on the My Customers Tab Note: Support cases closed over 30 days ago do not display in the report. 6. Select the Save these report options as a template check box to save the template. 7. Type a valid email address to receive an email notification when the report is complete. 8. Optional: Select the Save these report options as a template check box. The report template saves and is available for reuse from the Saved Templates tab. 9. Click Generate Report.
Chapter 5: Troubleshooting Reports This chapter provides information to help you identify and resolve issues you might encounter when generating reports. Understand Error Messages The following table describes common error messages that display on the user interface: Error Message Description No data found There is no data available. Select one or more items from the list You did not enter a required field. You have no reports available.
Chapter 5: Troubleshooting Reports Understand Known Issues The following lists known issues and workarounds: Issue Description Workaround Support of International Characters in the report name for opening and saving generated reports. If you enter International Characters in the report name, the characters appear blank in the popup window when opening and saving the generated report. Save the report to your local drive and rename the report. Retry link does not display.
Glossary HP Passport User ID The HP Passport User ID you need when signing in to HP Passport enabled Web sites. A HP Support Center(HPSC) Authenticated User HP support portal for business, enterprise, and IT users. It provides personalized, onestop access to the information, tools and help you need to get support for the HP products you use. A user who has access to Reports. C Comma-separated values (CSV) A comma-separated values (CSV) file stores tabular data (numbers and text) in plain-text form.
Glossary: MyTerm - Reports MyTerm O Opt-in Opt-in means the customer consents to have HP or a partner contact them to discuss optimizing their environment. P Proactive Insight experience Proactive Insight experience integrates an online, personalized dashboard (HP Insight Online), a support portal and mobile app (HP Support Center), and 24x7 remote support (HP Insight Remote Support) for the consolidated infrastructure(servers, storage, network, and printing).
Index My Customer Support Case Report 50 My Device Configuration Report 25 A My Firmware Report 28 Authenticated User 7 My IT Environment 7 C My Service Event Report 32 Completed 13 My Support Case Report 34 E N Error Messages 52 New Report 12 F New Report tab 18 Failed 13 O Firmware 28, 43 Opt-in 36 G P Generated Reports 12 Partner 7 Generated Reports tab 12 Printing 17 Generating a new report 18 Proactive Insight experience 5 H R HP Insight Online 7 Removing 17 HP Passport