Manage Subscriptions in BeyondInsight

In addition to running reports on demand, you can set up a subscription to the report. With a subscription, you can set a schedule to run a report and deliver the report output in an email or to a shared folder.

SQL Server Reporting Services (SSRS) must be configured for email delivery. Use the Reporting Services Configuration tool to configure the SMTP server or gateway and verify that the Report Server Windows service account user is granted the Send As right.

Create a Subscription

After generating a new report or accessing a saved report view, you can subscribe to the report.

Subscribe to report

  1. From the BeyondInsight home page, click Analytics & Reporting.
  2. Under All Reports, select the folder that contains the report you want to subscribe to.
  3. Select the report parameters and click View Report, or click the saved report view.
  4. Once the report displays, click the Subscribe to Report button.
  5. Select a delivery method:
    • Deliver the report through email: After selecting this option, click Next and enter the email addresses to send the report to, as well as an email subject.
    • Deliver the report to a shared folder: After selecting this option, click Next to enter the network information for the share, network credentials, report file format, and file overwrite options.

This email option is not available if SMTP is not configured in the Reporting Services Configuration Manager.

  1. Click Next.

Subscription schedule

  1. Select scheduling information.
  2. Click Subscribe to Report, and then click Close Wizard.

 

If you have chosen to deliver the report output to a network share and the SSRS host server resides outside the domain, you must install a reporting services delivery extension file.
  1. Install the following MSI file on the server hosting the SSRS server:

    C:\Program Files (x86)\eEye Digital Security\Retina CS\Support\BeyondInsight-ReportingServicesExtensionsSetup.msi

  2. Configure Analytics & Reporting with the SSRS server that is hosted on a server that is not a member of the domain.
  3. Create a subscription that writes to a domain network share using domain credentials. The subscription is saved to the network share.

View, Edit, and Delete Subscriptions

You can view, edit, and delete subscriptions from the Analytics & Reporting page, from the Configuration page, or from the report where the subscription was created. Only subscription owners and administrators can edit or delete a subscription.

From the Analytics & Reporting Page

  1. From the BeyondInsight home page, click Analytics & Reporting.
  2. Click Subscriptions.

Screenshot of the Subscriptions pane on the Analytics & Reporting page in BeyondInsight.

  1. By default, all subscriptions are listed in the Subscriptions pane. Click Failed or New to filter the subscriptions.

 

  1. To edit a subscription:
    • Select the subscription, and then click the vertical ellipsis button for the subscription.
    • Select Edit Options. The same wizard is displayed as when you create a subscription.
    • Change the settings as needed, and then click Finish to complete wizard.
  2. To delete a subscription:
    • Select the subscription, and then click the vertical ellipsis button for the subscription.
    • Select Delete.
    • Click Delete on the confirmation message.

From the Configuration Page

  1. From the BeyondInsight home page, click Configuration.
  2. Under Analytics & Reporting, click Configuration.
  3. Enter the administrative username and password to log in to the Analytics & Reporting Configuration pages.

Screenshot of the Report Subscriptions tab in BeyondInsight Analytics & Reporting Configuration.

  1. Click Report Subscriptions.
  1. To edit a subscription:
    • Click the report name or saved report view to expand its subscriptions.
    • On the subscription, click the Edit button. The same wizard is displayed as when you create a subscription.
    • Change the settings as needed, and then click Save Changes.
  2. To delete a subscription, click the Delete button for the subscription.

From a Report or Saved Report View

  1. Open Analytics & Reporting.
  2. Select the folder where the report is located or select the Saved Report Views folder.
  3. Select the report or saved report view.
  4. Click Subscriptions in the left pane.
  5. By default, all subscriptions are listed. Click Failed or New to filter the subscriptions.
  1. To edit a subscription:
    • Select the subscription, and then click Edit Options. The same wizard is displayed as when you create a subscription.
    • Change the settings as needed, and then click Save Changes to complete wizard.
  2. To delete a subscription:
    • Select the subscription, and then click the Delete button.
    • Click Delete on the confirmation message.

Endpoint Protection reports have been removed. Any subscriptions to these reports cannot be used, and should be deleted.

Override the Owner of a Subscription

You might need to override a subscription owner if the creator no longer has a BeyondInsight account, as subscriptions tied to non-existent users fail. You can change the owner of a subscription only if you are a BeyondInsight administrator.

Override subscription

  1. Edit the subscription you wish to take ownership of.
  2. An Override check box displays on the first page of the subscription wizard if the administrator is not currently the owner. Check this box to set your user account as the owner of the subscription.