Create a Template

1. Go to REPORTS > Templates.

   To create a template, you can:

   • Open an existing template (stock or custom), modify that template as shown in the steps below, and then click Save Template As to save it with a new name
   • Create a new template from scratch (described below)
2. Click Create and select the type of template:
   • Transfer: Capture transfer upload and download data for MOVEit DMZ and MOVEit Central, including transfers from ad-hoc and mobile.
   • Workflow: Capture task and step data for MOVEit Central only.

   Administrators and System Administrators only:

   • User Audit: Capture all actions initiated by a user on MOVEit DMZ and Ipswitch Analytics, which can be used to demonstrate regulatory compliance. Shows who accesed the system, what they did, and when. Does not include system actions, only actions initiated by a user. Note: MOVEit Central file operations are not captured in User Audit reports because tasks are not user-initiated actions.
   • Security: Capture failed login activity and user/IP lockout activity on MOVEit DMZ and Ipswitch Analytics to help you locate suspicious activity (defined as an excessive number of failed access attempts).

   The Template Editor opens. A temporary name appears at the top of the template, such as Untitled [template type] Template.

   In the figure, numbers designate areas on the screen, which are described below.

   

   1. Palette

   Fields tab: Area where you select the data fields to include in the template. Initially, the Fields palette is empty. Each field that you clidk in the palette appears as a column header in the canvas.

   Filter tab (unselected in the figure): Area where you optionally filter data by MOVEit sources.

   2. Canvas

   The main workspace that contains all of the template's data fields, placed as column headers. New templates do not contain any fields.

   In the Template Editor you can:

   • Add fields to the template. A template can contain up to 15 fields.
   • Decide the ordering of the field columns
   • Optionally add a filter to limit the MOVEit sources that will contribute data to the eventual report.
   • Run the template to produce a report that contains actual MOVEit data
   • Save the report to the Library or save it as a PDF or CSV file.
3. Show Summary or Detailed fields in the Field palette.

   When creating a NEW template, you can opt to display summary or detailed fields in the palette. The Field palette can display only one of these field output types at a time.

   Note: Many fields display in the palette regardless of your Report Output selector. Only fields that are specifically Summary versus Detailed are affected by the Report Output selection.

   To change the type of fields that appear in the palette, use the Report Output selector, located at the upper right of the Template Editor.

   Warning: You will lose all fields that you have already added to the template if you change the Report Output.

   • Detailed: Displays fields that capture a single datum of information about an individual transaction (transfer, process, or action).
   • Summary (default): Displays fields that aggregate multiple detailed fields to summarize data at high leve Summary information can include multiple transfers, processes or actions that have been aggregated for higher-level analysis. Summary fields reduce the number of rows in the report, which is useful if you want to reduce report results to a manageable length.

   

4. Add Fields to a Template

   A field contains data captured from your MOVEit server(s). The Fields palette contains fields associated with the template type you selected, organized by field type.

   In the palette, click a field type to show or hide the fields beneath it. For a complete list of all fields and their definitions, see Field Definitions.

   To see a description of the type of data that a field will display in a report, click a field listed in the Palette.

   To add a field: In the palette, click the Fields tab, and then click the plus sign (+) next to the field name. The field that you click appears as a column in the template canvas.

   Note: A template must have at least one field before you can save it.

5. Remove fields from a template:
   • In the palette, click the Remove next to the field in the palette.
6. Change the layout of field columns (optional):

   Click and drag a column heading to the desired position.

7. Filter a Template (optional):

   Tip: Skip this step if you want to include in the template data from all servers, organizations, and usernames to which you have access.

   Use filters to include data only from specific MOVEit servers, organizations or usernames, Reports that you generate with the template include data only from the sources you select.

   Note: This step includes a brief description of filters. For more information, see Using the Filter Palette.

   1. Click the Palette's Filters tab.
   2. In the Filter drop-down menu, select the type of MOVEit source you want to view: Servers, Organizations or Usernames.

      MOVEit sources are nested. A server contains organizations; organizations contain usernames. You can filter only one level above the current filter type. For example, you cannot filter usernames by specific servers.

      In the palette, a source list appears, reflecting your selection.

      • To locate a specific item in the list, use the Search box. The asterisk (*) wildcard is accepted.
      • To narrow the list so it displays only items from specific organizations, click All Organization(s), select the organizations to include, and click OK.

      After you have customized the source list to your satisfaction, optionally select the checkboxes for individual source items to include in the template.

8. Add data visualizations to a template (optional).

   You can add one of each type of graph: line, bar, pie. For more information, see Add Data Visualizations.

9. Run a Template (optional):

   At any point you can run the template to populate the template with MOVEit data. First select a time range from the drop-down options in the upper right corner:

   

   • Custom: Create a custom date/time range. Select a Start date and time, and an End date and time, then click Ok.
   • Today: Start of today to the current time.
   • Yesterday: Start of yesterday to end of yesterday.
   • Last 24 hours: The 24 hours prior to and including the current hour.
   • This week: Start of this week to the current time.
   • Past week: Start of past week to end of past week.
   • Last 7 days: The 7 days prior to and including the current day.
   • This month: Start of this month to the current time.
   • Past month: Start of past month to end of past month.
   • Last 30 days: The 30 days prior to and including the current day.
   • This quarter: Start of this quarter to the current time.
   • Past quarter: Start of past quarter to end of past quarter.
   • This year: Start of this year to the current time.
   • Last 12 months: The 12 months prior to and including the current month.
   • Last 15 months: The 15 months prior to and including the current month.

   Next click Run to populate the template with the fields you specified using data from the MOVEit source(s) you selected in the Filter.

   

   Note: A template must contain at least one field before you can run it.

   Tip: To avoid lengthy report processing times, narrow the filters. For example, select only two servers instead of all servers, or select specific users instead of all users.

   If the template filters by MOVEit source, a blue filter icon appears at the bottom left of the report. To show the filter settings, click the icon.

   

   Click any column heading in the report to sort data in ascending or descending order (arrows indicate sort direction).

10. SAVE A REPORT (optional):

    After the template is populated with data, it becomes a report that you can save to the Library, or export and download as a PDF or CSV file. Click Save report and make a selection..

    

    Note: Saved reports do not contain column sorting.

11. SAVE THE TEMPLATE (optional):

    To save your changes to the template, click Save Template and enter the following:

    • Name: You can either accept the suggested name or enter a new name. Template names are case-sensitive; if the name you choose already exists, an alternate name will be suggested. If you already saved the template once, you'll have to enter a new template name.
    • Description: Enter a description for the template to display in the Templates list.
    • Publish to all users (cannot be undone): Allow any user with access to the Templates tab to view, modify, and delete the template, providing their user role allows access to that template type.

      Warning: Once you click Save, you will not be able to change the template's state to private again.

      Note: Time ranges are not saved with the template. The time range selector affects only templates run inside the Template Editor.

      Tip: You can also click Close to exit the Template Editor without saving the new template, or navigate to any other module.

    Click Save.

    To exit the Template Editor, click Close or navigate to any other module.