When you upgrade from a previous NIOS release to NIOS 7.3.x and later releases, you will notice that some of the reporting features and terminologies have changed. For example, searches and reports in previous NIOS releases are now reports and dashboards respectively in the new reporting solution. In addition, your custom reports might be affected. Infoblox recommends that you take some time to explore the new user interface and get familiar with the terminologies.
You can continue to use the Infoblox predefined reports from previous releases in the new interface and customize them to meet your specific requirements, or you can create new custom reports from the ground up using a powerful search pattern.

Note

Infoblox Reporting and Analytics integrates with Splunk to deliver an enhanced reporting interface so you can create dashboards, reports, and alerts. This chapter attempts to explain all reporting functionality you can perform through the enhanced interface. However, you may need to refer to the Splunk documentation for certain functionality as indicated in specific sections of this chapter. In addition, some functions and capabilities referenced in the Splunk documentation, such as setting up custom Python scripts, are not available or applicable to the Infoblox Reporting and Analytics as some Splunk functionality in the Infoblox product may be limited or modified by Infoblox. Infoblox does not represent or warrant that Infoblox Reporting and Analytics will function in accordance with the Splunk documentation. Infoblox is also not responsible for the accuracy of the Splunk documentation. For Infoblox Reporting and Analytics technical support, contact Infoblox Technical Support. DO NOT contact Splunk.

When you upgrade from a previous NIOS release to NIOS 7.3.x and later, there are some significant changes to the Reporting and Analytics solution. Some of the important changes are as follows:

Terminology: The following table lists the terminology differences when you upgrade:

Table 40.1 Reporting Terminology Changes

Pre-NIOS 7.3.0 Release	NIOS 7.3.0 and later
Searches	Reports
Reports	Dashboards

Object Management: NIOS no longer manages reporting objects such as searches, smart folders, alerts, and reports. You will not be able to perform operations such as global search, quick filtering, bookmarking, and others for these objects. You can now manage these objects through the new user interface.
Permissions: Permissions for all reporting objects are migrated to the new Reporting and Analytics solution and managed through the new user interface after an upgrade. You may see the new built-in role, Everyone, when configuring Reporting permissions. For best practices, do not alter permissions for this new built-in role. Note that the Reporting Dashboard and Reporting Search global permissions have been removed. If an admin group or admin role was granted these permissions before an upgrade, the permissions will still be displayed after an upgrade. However, they won't take any effect. The Grid Reporting Properties permission is retained. In addition, reporting object permissions for dashboards and searches (including global dashboards and searches) are migrated. These object permissions are retained for applicable migrated users. If permissions were granted to a specific admin group for a dashboard or search before an upgrade, only these admin users and superusers have permissions to access the migrated dashboard and report after an upgrade. If a limited-access user group is created through the new interface after the upgrade, users in this admin group will not be able to access the dashboard and report even if they are granted access to the Infoblox Reporting and Analytics App. Superusers must explicitly grant permissions to this limited-access admin group for users in this group to access the dashboard and report. For more information, see Administrative Permissions
Navigation and Visualization: Navigations for some reporting functions, such as searches, alerts, email and page settings, and email PDF delivery, have changed. You can navigate through the new user interface to get familiar with the changes in this release. In addition, all predefined reports might look different than the traditional ones depending on your filtering configuration. The Grid Reporting Properties editor and Groups tab are moved under the Administration tab –> Reporting tab.
Extensible Attributes: The reports that supported filtering and grouping by multiple extensible attributes are migrated to the new interface with filtering and grouping only by the extensible attribute Site. You must clone the dashboard, add filter inputs and modify the view XML to support additional extensible attributes. For information about Editing the XML Source Code of a Dashboard, see About Dashboards.
Searches and Reports: Only NIOS system and global reports and searches are migrated to NIOS 7.3.0 and later versions as dashboards and reports respectively. All user private reports and searches are dropped. In addition, bookmarked reports and searches are not migrated to 7.3.x release. If you want to keep any customization for the user private dashboards and reports, do one of the following:
- Create global dashboards and reports using the same settings.
- After an upgrade, you can clone the corresponding migrated system or global dashboards and reports, and then reconfigure the original settings, such as filters and scheduling in the new user interface.
Custom Search: You can create your own search pattern and save it as a dashboard or report. For information about searches, see Home Dashboards.

Note

Smart folders are migrated after an upgrade. However, data in the smart folders is not migrated, and all filters for the smart folders are reset to default.

Note

Bookmarked groups are migrated after an upgrade. The bookmarked group navigates to the Administration tab –> Reporting tab –> Groups tab.

After completing the NIOS upgrade successfully, you configure the Grid Reporting properties and remote server (FTP, SCP, or TFTP) to export search results. For information, see Grid Reporting Properties and Configuring an External Server for Search Result Exports.

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