Gaprofitt17
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Emailing performance reports in 6.0

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Hey All,

  I have received a request to email reports of say a group of VM's for CPU usage and memory usage for say that last 30 days on a weekly report.  How

would I accomplish this?

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vSchroed
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This should be fairly straight forward, but there are quite a few steps involved.

Create a Custom Group:

If the group of VMs aren't all in the same cluster and easy to report on, you can create a custom group and make sure the VMs are all in that group.

Start by navigating to Environment Overview. You should see a screen similar to the below image:

create-custom-group1.JPG

Click the green plus sign to create a new group:

create-custom-group2.JPG

Fill out the sections I highlighted. It doesn't have to be exactly the same as what I filled out. Like the "Group Type" can be changed to whatever you want, you can also chose what ever custom policies you have defined. Make sure you select the Object Type as Virtual Machine, and you can add any criteria you want to add. In this example I am keeping it simple and just adding specific objects, so the group won't be updated dynamically.

Next expand the "Objects to Always Include" using the little double arrows in the bottom right. Make sure to select the "All Objects" from the drop-down under "Filtered Objects" on the left-hand side (It defaults to Custom Groups). Then just navigate to your objects, in this case vCenter Adapter -> Virtual Machines -> Select the Checkboxes for each VM you want. Finally click the "Add" button to move them into the group.

create-custom-group3.JPG

You can also expand the "Objects to Always Exclude" but again since we are keeping it simple and doing a static group I'm not going to get into that. But it is essentially the same concept as what we just talked about.

Now you have a Custom Group. Next we need to create a View to feed our report.

Creating a Custom View:

Go to Home -> Content -> Views. You should see a screen like this:

create-custom-view.JPG

Click on the green plus sign in order to create a new view. Give it a name and a description. Then click on "Presentation".

create-custom-view2.JPG

Choose which type of presentation you want to present. I am putting a list for this demonstration. Then select "Subjects".

create-custom-view3.JPG

For subjects you want to make sure to select "Virtual Machine" as the subject. We don't need to add any at this point. Select "Data" next.

create-custom-view4.JPG

Now you need to pick your metrics on the left-hand side and drag-and-drop them to the right. I would also suggest changing the label to something more readable as that will show up in the column headers for your report. I forgot to change the "Transformation" on this image, but you can select Average, Maximum, etc for each metric depending on your needs. It defaults to "Last" which is the last reported value for each metric. Next click on "Visibility" to choose where this view is going to be seen/used.

create-custom-view5.JPG

I am just checking the box for "Reports" but you can use this view for dashboards as well. Click save and you are done.

create-custom-view6.JPG

Now that we have created the view we need to add it to a report. Luckily this is the easiest part of the whole process.


Creating a Custom Report:

Go to Home -> Content -> Reports. You should see a screen like this:

create-custom-report1.JPG

Click on the green plus sign in order to create a new custom report. Give it a name, description and click on "Views".

create-custom-report2.JPG

Filter on the name of your view by typing it in the search box. Then Drag your view over to the right pane. Click on "Formats".

create-custom-report3.JPG

I usually just keep both PDF and CSV checked because you never know when you are going to use either. Click on "Layout Options".

create-custom-report4.JPG

Now you can add a cover page, table of contents, and footer. I don't usually include these but if you wanted to have a custom branded report you would just upload an image here to make it look all fancy. Click "Save" and you are done with your report.

create-custom-report5.JPG

Finally we just need to schedule the report.

Scheduling a Report:

Navigate to Home -> Environment Overview. Notice that when "Custom Groups" is selected your custom group shows up. Click on your Custom Group in the main pane.

scheduling-report1.JPG

Now that your custom group is selected, click on the "Reports" tab on the right-hand side of the page. Type in the name of your custom report in order to filter out the others. Then click on the link labeled "Schedule" to create a schedule for your report. Then click on the green plus sign in the window that opens up (not pictured).

scheduling-report2.JPG

Choose how often you would like your report to be generated. And at the bottom if you have Email setup for your vROPs instance already (I don't because I'm lazy), you can click on the "Email Report" checkbox and type in the email addresses of those you would like to receive your scheduled report.

scheduling-report3.JPG

Okay this turned out to be alot longer than I was expecting. But if you have any questions feel free to ask and I will be on later to answer.

Cheers,

Jeff

View solution in original post

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4 Replies
vSchroed
Enthusiast
Enthusiast

This should be fairly straight forward, but there are quite a few steps involved.

Create a Custom Group:

If the group of VMs aren't all in the same cluster and easy to report on, you can create a custom group and make sure the VMs are all in that group.

Start by navigating to Environment Overview. You should see a screen similar to the below image:

create-custom-group1.JPG

Click the green plus sign to create a new group:

create-custom-group2.JPG

Fill out the sections I highlighted. It doesn't have to be exactly the same as what I filled out. Like the "Group Type" can be changed to whatever you want, you can also chose what ever custom policies you have defined. Make sure you select the Object Type as Virtual Machine, and you can add any criteria you want to add. In this example I am keeping it simple and just adding specific objects, so the group won't be updated dynamically.

Next expand the "Objects to Always Include" using the little double arrows in the bottom right. Make sure to select the "All Objects" from the drop-down under "Filtered Objects" on the left-hand side (It defaults to Custom Groups). Then just navigate to your objects, in this case vCenter Adapter -> Virtual Machines -> Select the Checkboxes for each VM you want. Finally click the "Add" button to move them into the group.

create-custom-group3.JPG

You can also expand the "Objects to Always Exclude" but again since we are keeping it simple and doing a static group I'm not going to get into that. But it is essentially the same concept as what we just talked about.

Now you have a Custom Group. Next we need to create a View to feed our report.

Creating a Custom View:

Go to Home -> Content -> Views. You should see a screen like this:

create-custom-view.JPG

Click on the green plus sign in order to create a new view. Give it a name and a description. Then click on "Presentation".

create-custom-view2.JPG

Choose which type of presentation you want to present. I am putting a list for this demonstration. Then select "Subjects".

create-custom-view3.JPG

For subjects you want to make sure to select "Virtual Machine" as the subject. We don't need to add any at this point. Select "Data" next.

create-custom-view4.JPG

Now you need to pick your metrics on the left-hand side and drag-and-drop them to the right. I would also suggest changing the label to something more readable as that will show up in the column headers for your report. I forgot to change the "Transformation" on this image, but you can select Average, Maximum, etc for each metric depending on your needs. It defaults to "Last" which is the last reported value for each metric. Next click on "Visibility" to choose where this view is going to be seen/used.

create-custom-view5.JPG

I am just checking the box for "Reports" but you can use this view for dashboards as well. Click save and you are done.

create-custom-view6.JPG

Now that we have created the view we need to add it to a report. Luckily this is the easiest part of the whole process.


Creating a Custom Report:

Go to Home -> Content -> Reports. You should see a screen like this:

create-custom-report1.JPG

Click on the green plus sign in order to create a new custom report. Give it a name, description and click on "Views".

create-custom-report2.JPG

Filter on the name of your view by typing it in the search box. Then Drag your view over to the right pane. Click on "Formats".

create-custom-report3.JPG

I usually just keep both PDF and CSV checked because you never know when you are going to use either. Click on "Layout Options".

create-custom-report4.JPG

Now you can add a cover page, table of contents, and footer. I don't usually include these but if you wanted to have a custom branded report you would just upload an image here to make it look all fancy. Click "Save" and you are done with your report.

create-custom-report5.JPG

Finally we just need to schedule the report.

Scheduling a Report:

Navigate to Home -> Environment Overview. Notice that when "Custom Groups" is selected your custom group shows up. Click on your Custom Group in the main pane.

scheduling-report1.JPG

Now that your custom group is selected, click on the "Reports" tab on the right-hand side of the page. Type in the name of your custom report in order to filter out the others. Then click on the link labeled "Schedule" to create a schedule for your report. Then click on the green plus sign in the window that opens up (not pictured).

scheduling-report2.JPG

Choose how often you would like your report to be generated. And at the bottom if you have Email setup for your vROPs instance already (I don't because I'm lazy), you can click on the "Email Report" checkbox and type in the email addresses of those you would like to receive your scheduled report.

scheduling-report3.JPG

Okay this turned out to be alot longer than I was expecting. But if you have any questions feel free to ask and I will be on later to answer.

Cheers,

Jeff

View solution in original post

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Gaprofitt17
Enthusiast
Enthusiast

Thanks Jeff, that's awesome.  I really appreciate it.  I will give it a go.

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Gaprofitt17
Enthusiast
Enthusiast

So I am trying to figure out one issue.  When I create the view, even though I only included 3 vm's when creating the group it shows all vm's when I apply the group as the source for the view.  It
also shows all VM's the report.  What could I be doing wrong?

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vSchroed
Enthusiast
Enthusiast

Sorry for the very delayed response. And in the off-chance you haven't already figured this out, let me suggest a few things.

If you are on vROPs 6.0 then you will have to:

  • Navigate to Environment Overview -> Custom Groups -> Select your custom Group
  • Then go to the reports tab in the top right
  • Find your report in the report view and highlight it (don't click on the name or the links, just click to the right of that stuff)
  • Now just click the "Run Template" button above (has a little book with a green triangle)

This will run the report in context to your group, only including the VMs in that group.

If you are on vROPs 6.0.1 you can run this straight from the "Reports" section under "Content". This is much easier in my opinion because it allows you to select your custom groups or really any objects to run the reports against.

Hopefully that helps you out some. If not I can go into more detail if you would like.

Cheers,

Jeff

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