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Home > Success Center > Archive > 2017October31 - LEM Deletes > Managing report categories

Managing report categories

Created by Caroline Juszczak, last modified by Kevin.Swinson on Oct 31, 2017

Views: 47 Votes: 0 Revisions: 5

Use the Manage Categories form to choose reports from several industries, including Federal, Education, and Healthcare. You can search for specific reports and add reports to your Favorite Reports list.

File:Success_Center/Reusable_content_-_InfoDev/LEMUserGuide_MT/0C0/050/ManageCategoriesSelection_428x307.png

The Industry Setup tab allows you to select the industries and areas of regulatory compliance related to your company. Reports that are related to the options you select display in the Industry Reports list.

The Favorites Setup tab includes a search option to list, sort, and group the report list by industry and regulatory area. It highlights reports currently listed in your Favorite Reports list and allows you to add new reports to the list. The tab also includes a Favorites tab that displays your current list of favorite reports. You can use this view to sort and group your favorite reports to locate a specific report. When needed, this view is also used to remove a report from your list of favorites.

Select reports for specific industries

Use the Industry Setup tab to select the industries and areas of regulatory compliance that relate to your company. This helps you reduce the number of reports that display in the Industry Reports list.

  1. Open the Reports console.
  2. In the Settings tab, click Manage and select Manage Categories.
  3. In the Manage Categories form, click the Industry Setup tab.

    The Classifications section lists industries and regulatory areas supported by standard Reports. The Reports for section displays the standard reports that support your classification selections.

  4. Select the check box for each industry that relates to your company.

    The Reports for section displays all standard reports that support your selected industry.

  5. Select the check box for each regulatory area related to your company. See #IndustryIndustry options for more information.
  6. Click OK.

Industry Options

Industry reports are standard reports designed to support the compliance and auditing needs of certain industries. SolarWinds provides reports that support the financial services and health care industries, as well as the accountability reporting needs of publicly traded companies. The following table describes the compliance and auditing areas supported in the reports.

Supported industry Description

Education

FERPA

Federal Educational Rights and Privacy Act (FERPA), which gives parents and eligible students certain rights with respect to their children's education records.

Federal

CoCo UK Code of Connection regulations.
DISA STIG Defense Information Systems Agency's (DISA) Security Technical Implementation Guide (STIG).

FISMA

Federal Information Security Management Act (FISMA).

NERC-CIP North American Electric Reliability Council (NERC) Critical Infrastructure Protection (CIP) reliability standards.

Finance

CISP

Cardholder Information Security Program, which helps safeguard credit card and bank card transactions at the point of sale, over the Internet, on the phone, or through the mail. CISP helps protect cardholder data for cardholders, merchants, and service providers.

COBIT

Control Objectives for Information and related Technology (COBIT). COBIT is an open standard for IT security and control practices. It includes more than 320 control objectives and includes audit guides for more than 30 IT processes.

GLBA

Gramm Leach Bliley Act (GLBA).

GLBA requires financial institutions to protect the security, integrity, and confidentiality of consumer information. It affects banking institutions, insurance companies, securities firms, tax preparation services, all credit card companies, and all federally insured financial institutions.

Security information and event management (SIEM) plays a vital role in GLBA.

NCUA

National Credit Union Administration (NCUA).

NCUA is the federal agency that charters and supervises federal credit unions and insures savings in federal and most state-chartered credit unions across the country through the National Credit Union Share Insurance Fund (NCUSIF), a federal fund backed by the United States government.

PCI

Payment Card Industry (PCI) Data Security Standard requirements of VISA CISP and AIS, MasterCard SDP, American Express and DiscoverCard.

SOX

Sarbanes-Oxley (SOX) Act of 2002. Sarbanes-Oxley protects company investors by improving the accuracy and reliability of corporate disclosures made pursuant to securities laws. Provisions within Sarbanes-Oxley hold executive management and the board of directors liable for criminal and civil penalties. Specifically, under Section 404 of the Sarbanes-Oxley Act, executives must certify and demonstrate that they have established and are maintaining an adequate internal control structure and procedures for financial reporting.

General

GPG13 Good Practice Guide 13 (GPG13), a mandatory aspect of CoCo compliance.

ISO 17799/
27001/27002

ISO 17799, ISO 27001, and ISO 27002 international security standards.

Healthcare

HIPAA

Health Insurance Portability and Accountability Act (HIPAA), which requires national standards for electronic health care transactions.

Create a favorite reports list

The Favorites Setup tab includes a Search view that displays a list of reports by industry and regulatory area. It highlights reports that are already in your Favorite Reports list and allows you to add new reports to the Favorite Reports list.

To create a favorite reports list, search the reports and then add your selections to your Favorites list.

Search the reports

  1. Open the Reports console.
  2. In the Settings tab, click Manage and select Manage Categories.
  3. Click the Favorites Setup tab.
  4. Click the Search tab.

    The Classifications section lists industries and regulatory areas supported by standard Reports. The Reports Matching Search Criteria box lists all standard SolarWinds report. If a report appears highlighted in green, the report is in your Favorite Reports tab.

    File:Success_Center/Reusable_content_-_InfoDev/LEMUserGuide_MT/0C0/050/ManageCategoriesFavorites_389x280.png

  5. In the Classifications section, select each industry or regulatory area related to your company.
  6. Click Search.

    The Reports Matching Search Criteria section displays all standard reports that support your options. For example, if you select Finance, it lists reports associated with Finance. If you selected Finance and PCI, it lists every report that is associated with either Finance or PCI. You can also organize the report list by sorting, filtering, and grouping the report list.

Add a report to your Favorites tab

  1. Locate a report in the report list to save to the Favorite Reports list.
  2. Right-click the report and select Add to Favorites.

  3. Click Apply.

    The report is saved to your Favorites list.

Remove a report from your Favorites tab

You can remove a report from the Favorite Reports list when required. The report is not deleted, and remains in its original category.

  1. Open the Reports console.
  2. In the Settings tab, click Manage and select Manage Categories.
  3. Click the Favorites tab.
  4. Select a report and click Remove From Favorites.

    File:Success_Center/Reusable_content_-_InfoDev/LEMUserGuide_MT/0C0/050/ManageCategoriesFavoritesList_389x280.png

  5. Click Apply.

    The report is removed from the Favorites tab.

View historical reports

After you upgrade your software, you may encounter a report that you can only run against the earlier version. These legacy reports are called Historical Reports. You can use the View Historical Reports options to view, schedule, and run these reports. By default, this option is disabled.

A Historical Reports option appears in the Category list.

  1. Open the Reports console.
  2. In the Settings tab, click Manage and select View Historical Reports.
  3. In the Category list, select Historical Reports to display your historical reports.
  4. View, schedule, or run a Historical Report as required.
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