Generating Content Type Changes Reports

Content Type Changes Reports display all changes that have occurred to content types over a specified period of time including where the changes were made and at what time. These reports provide auditing and logging records to ensure data integrity related to the user, provide user information, and also track breaches in confidentiality compliance.

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DocAve 6: Report Center

1. Report Profile Name – Select a previously configured profile from the drop-down menu or create a new profile by entering a new name in the Report Profile text box. Click the new button ( ) to clear all fields, click the save button ( ) to save changes to the current report profile, or click the save as button ( ) to save any changes under a new profile name.

2. Scope – In the Scope configuration area, click the farm name and expand the data tree down to the desired SharePoint Web applications/site collections/sites/lists, click My Registered Sites, expand the SharePoint sites group to the desired site collections/sites/lists, or enter a

URL/name in the search text box above the tree. Check the checkboxes next to the nodes you want to include in the report.

*Note: All of the selections in the Scope pane must be on the same SharePoint object level. For example, you can select multiple Web applications, or you can select multiple site collections within different Web applications, but you cannot select a Web application and a site collection at the same time.

3. Scope Filter – To filter SharePoint objects you would like to include in this profile within the selected scope, select a previously created scope filter from the Select a scope filter drop-down list. To create a new scope filter, click New Scope Filter. For details on creating a scope filter, refer to Configuring a Scope Filter.

4. Time Range – In the Time Range configuration area, choose one of the following options:

• Duration – Check the Duration checkbox, and then select the desired time range from the drop-down menu. There are eight durations provided: This Month, Last Month, Last 2 Months, This Week, Last Week, Last 2 Weeks, Today, and Yesterday.

• Last __ Day(s)/Week(s)/Month(s) – Enter an integer into the text box and select by Day(s)/Week(s)/Month(s) from the drop-down menu. For example, if you enter 10 in the text box, and select Day(s) from the drop-down menu, and then you run the job, you are allowed to collect the data of the latest 10 days.

• Custom – Check the Custom checkbox to customize the time range as you want.

5. Schedule (Optional) – In the schedule configuration area, choose one of the following options:

• No Schedule – Select this option if you do not want to configure a schedule for this profile. If you choose this option, you must collect the data manually

• Configure the schedule myself – Select this option to configure the specific time you want to collect the data of this profile. A schedule configuration area appears. You can customize the schedule with the following options:

o Export report – Choose whether or not to configure the Export Report Settings to store the Content Type Changes reports by checking the Export report checkbox.

DocAve 6: Report Center

o Start time – Select the date and time for collecting the data.

*Note: The start time cannot be earlier than the current time.

o Interval – Enter an integer into the text box and select by Hour(s), Day(s), Week(s), or Month(s). The data will be collected repeatedly based on this schedule. Click Calendar View to see the schedules in a calendar.

o Schedule ending – Designate when to stop collecting the data for this profile. Select No end date for the data of this profile to be collected repeatedly until you stop it manually. Select End after ___ occurrence(s) to have the job stopped after the defined occurrences that you configured in the text box. Select End by Date + Time to specify the exact date and time for the data to stop being collected.

o Export Report Settings – Check the Export report checkbox. The Export Report Settings configuration area appears. Select the desired Report Format and Export Location, and then click View to access the detailed information of the selected export location. If you want to configure a new export location, click New Export Location, and follow the instructions provided in the Export Location section of this guide.

6. Notification (Optional) – Select one of the configured e-mail notifications from the drop-down menu to send the job condition to the specified users. Or, click New E-mail Notification to create a new e-mail notification profile. For details on creating an e-mail notification profile, see the User Notification Settings section in the DocAve 6 Control Panel Reference Guide.

7. Filters – The following filters are configurable in the Content Type Changes reports:

• URL Filter – Click to load the URL Filter tab to narrow the scope by specifying URLs.

• User Filter – Click to load the User Filter tab to set the users whose activity you want to view or do not want to view.

8. Choose one of the following options to run the Content Type Changes reports:

• Click Run Report, and then select Run Report only to run the job or select Save profile and run report from the drop-down menu to save the configuration and then run the job. After the job finishes, the report is displayed in the Report Display pane. You can click Show Report to view the history data collected before. However, if this profile has no running job record, the Show Report is grayed out.

• Click the save button ( ) to save the report profile, and then click Export Now in the Report Actions group on the ribbon. The Export to Datasheet window appears.

Complete the following steps to generate the report:

o Report Format – Select the desired report format from the drop-down menu.

o Export Settings – Choose whether to export the report now. Check the Export to local immediately checkbox and click OK to export the report immediately, or check the Export to a different location checkbox, and then configure the following settings: