Generate Patch Manager reports in the Orion Web Console

Check out this video (14:22) for an introduction to Orion reporting.

After you integrate Patch Manager with the Orion Platform, you can generate a Patch Manager report in the Orion Web Console.

To access the reports:

  1. Log in to the Orion Web Console.
  2. Click Reports > All Reports.
  3. In the left column, select the category that corresponds with the report you want to generate.

Below is a list of Patch Manager reports you can generate in the Orion Web Console.

Make sure that all user accounts include login credentials to the SQL database server hosting the Patch Manager database and the Orion Web Console is configured with the Windows credentials for each user. See Configure Access to the Patch Manager reports for details.

Report Category Description
Computer Update Status (Approved Updates) Inventory Lists all patches installed on your machines. You can filter the results based on the patch and machine names.
Latest Patches Within Last 7 Days Inventory

Lists all Microsoft and third-party patches published to the Windows Server Update Services (WSUS) or System Center Configuration Manager (SCCM) server for a specific date range. The default range is seven days.

Machines Pending Reboot Inventory Lists all machines that require a reboot after the machine is patched.
Missing Patches (All) Custom Lists all patches that are not installed on your machines.
Missing Patches (Approved) Custom Lists all approved patches that are not installed on your machines.
Missing Patches Pie Chart Inventory

Displays all missing patches in a pie chart, including the number of nodes that require the patch.

Patching Tasks Inventory Displays the latest Patch Manager tasks and whether a task was successful or failed.
Software Installed Inventory Lists the software applications installed on all machines across your environment.

Configure access to the Patch Manager reports

To allow authorized users to create reports in the Orion Web Console, add the user login credentials to the SQL database server. When you are finished set up Patch Manager users in the Orion Web Console so each authorized user can generate a report in the console.

Add user login credentials to the SQL database server

When you configure your Patch Manager settings in the Orion Web Console, make sure that your user account includes login credentials to the SQL database server hosting the Patch Manager database. You can use Microsoft SQL Server Management Studio or SQL Server Configuration Manager to add your login credentials to the database.

To add your login credentials using SQL Server Configuration Manager:

  1. Log in to the SQL database server.
  2. Open a Run window and execute:

    compmgmt.msc

  3. Expand Services and Applications > SQL Server Configuration Manager.
  4. Expand SQL Server Network Configuration and select Protocols for SOLARWINDS_ORION.
  5. Enable the following protocols:
    • Named Pipes
    • TCP/IP
  6. Save your changes.

Set up Patch Manager users in the Orion Web Console

To enable authorized users to generate reports in the Orion Web Console, enter the Windows credentials for each Patch Manager user in the console.

Before you enter the Windows credentials, make sure that each user account includes login credentials to the SQL database server hosting the Patch Manager database. You can use Microsoft SQL Server Management Studio to add the user logins to the database.

  1. Make sure that Patch Manager is integrated with the Orion Platform.
  2. Log in to the Orion Web Console as an administrator.
  3. Click Settings > All Settings.
  4. Under Product Specific Settings, click Patch Manager Settings.
  5. Click Setup Web Console.
  6. Enter the server name or IP address of the server hosting Patch Manager.

  7. Enter a user name and password.

  8. Click Test to check the credentials.
  9. Click Submit.
  10. Repeat step 5 through step 9 for each additional Patch Manager user authorized to generate and print reports.

Generate a report

Before you generate a report, select and download the latest updates. When you are finished, generate a systems inventory so Patch Manager has the latest information about your managed computers.

SolarWinds provides predefined reports for Patch Manager and each Orion product. You can generate a report using one of the predefined reports listed at the beginning of this article or create a custom report that includes two or more predefined reports. Click Reports > All Reports to view a list of all predefined reports in the Orion Web Console.

The following sections provide examples of generating a predefined report:

Generate a report from a web-based report

After you integrate Patch Manager with the Orion Platform, the Orion Web Console will include several reports that describe the status of your patch deployment. You can access these reports from the All Reports page in the Orion Web Console.

  1. Verify that your login credentials were added to the SQL database server.
  2. Log in to the Orion Web Console.
  3. Click Reports > All Reports.
  4. In the left column, click the report you want to generate. See the table of reports listed earlier in this article.

    For example, in the Group By column, select Inventory and then click Patch Status.

  5. (Optional) Click Edit Report, add additional content, and then click Next.
  6. Select an output.

    You can export the report to Microsoft Excel or print the report.

Generate a report from multiple web-based reports

You can combine content from several reports by creating a custom report. This report allows you to pull content from other Patch Manager reports into a single, multi-column report. If your report includes content-sensitive information, you can assign limitations that restrict the report from unauthorized personnel.

  1. Verify that your login credentials were added to the SQL database server.
  2. Click Reports > All Reports > Manage Reports > Create New Report.
  3. Select Patch Manager as the available resource.
  4. Select a resource name (for example, Patching Tasks), and click Select and Continue.
  5. At the top of the Layout Builder, click Fix to window width.
  6. In the Header area, add header content that will display in the report.
    1. Enter a report title and subtitle.

      For example:

    2. Keep, change or deselect the logo.

  7. In the Content area, add resources and sections to the report.
    1. Click the Page Layout drop-down menu and select a layout for this report.

      For example, you can select a two-column layout.

    2. Click Add Content and add additional resource names for the Patch Manager resource. If you selected a multi-column layout, click Edit resource on each additional resource and update the name.
    3. Click Edit Resource to include a specific set of data. Not all resources can be filtered.

    4. Filter the resource, and click Submit.

      Each resource includes different filter options.

    5. If your page layout includes more than one column, click Add Content in each column to add additional resource names.

      You can drag-and-drop resource objects between columns.

    6. Click Add Section to add additional sections and resources to the report.
  8. In the Footer area, select and edit the text you want to include in the footer, and then click Next.

    Deselect the Footer checkbox to remove the footer from the report.

  9. Review the report to ensure that it includes the data you need, and then click Next.

    Click Back to modify the report.

    Each report resource is self-contained. You can scroll through each resource page from within the report.

  10. Add report properties, such as categories, custom properties, and limitations, and then click Next. These properties will help you locate the report at a later date.

  11. To schedule the report, click Schedule this report to run regularly, create a new schedule or assign a schedule, and click Next. You can schedule a report to be generated, emailed, saved, or printed.

  12. Review the Summary and then click Submit to save the report.

    The report is saved to the Custom category.

Generate a report with a custom table

  1. Verify that your login credentials were added to the SQL database server.
  2. Click Reports > All Reports > Manage Reports > Create New Report.
  3. Click Custom Table, and then click Select and Continue.

  4. Click the selection method drop-down window and select Specific Objects (static selection).

  5. Click the Show drop-down menu and select Patch Manager Tasks. Accept the default selection for Group By.

  6. Under Search For, select the objects you want to include in the report.

  7. Enter a data source name or accept the default and click Add To Layout.
  8. Click Add column to select the columns to include in the table.

  9. Select the columns for another entity that has a relationship with the selected Orion object (Patch Manager Tasks).

    For example, Completion Time and Display Name.

  10. Click Add Column.
  11. Select additional filters and options. You can also drag the columns to another location in the table layout. C

    Click Preview Layout to preview the report.

  12. Click Submit.
  13. Click Fit to window width to expand the report across your screen.

  14. In the Header area, add header content that will display in the report.
    1. Enter a report title and subtitle.

      For example:

    2. Keep, change or deselect the logo.

  15. In the Content area, add resources and sections to the report.
    1. Click the Page Layout drop-down menu and select a layout for this report.

      For this example, accept the default.

    2. Click Add Content and add additional resource names for the Patch Manager resource. If you selected a multi-column layout, click Edit resource on each additional resource and update the name.
    3. Click Edit Table to modify your filtering options (if needed).

    4. If your page layout includes more than one column, click Add Content in each column to add additional resource names.

    5. You can drag-and-drop resource objects between columns.

  16. In the Footer area, select and edit the text you want to include in the footer, and then click Next. Deselect the Footer checkbox to remove the footer from the report.

  17. Click Next.
  18. Review the report to ensure that it includes the data you need, and then click Next.

  19. Add report properties, such as categories, custom properties, and limitations, and then click Next. These properties will help you locate the report at a later date.
  20. To schedule the report, click Schedule this report to run regularly, create a new schedule or assign a schedule, and click Next. You can schedule a report to be generated, emailed, saved, or printed.
  21. Review the Summary and then click Submit to save the report.

    The report is saved to the Custom category.

Generate and configure additional reports

See Manage and view reports in the Orion Platform in the Orion Platform Administrator Guide for details. This section describes how to create additional custom reports with charts and tables, restrict access to reports, and generate reports on a schedule.

Be sure to verify that your login credentials are added to the SQL database server before you create a table and chart report.