Running and Scheduling Saved Searches

About public searches

All searches saved by Embotics® vCommander® users become available as Public Searches for all other vCommander users (under Tools > Search). All searches saved by Service Portal users, on the other hand, are always private. Service Portal users cannot see searches saved by vCommander users.

Go to Tools > Search to see a list of public searches. Public searches include searches created by other vCommander users as well as built-in searches.

Publich-Search

Running and managing saved searches

Access through:

Tools > Saved Searches

Available to:

All Access Rights Levels

All roles can carry out all the tasks identified in the table below, with one exception: you can only delete your own saved searches. (A superuser account can delete any saved search.)

Table: Running and Managing a Saved Search

If you want to...

Then...

Notes

Edit a saved search

1.Select the search from the list of saved searches.

2.Click View Query.

3.Make your changes.

For more information, see Searching with the Complete Filter Set.

Run a saved search

1.Select the search from the list of saved searches.

2.Click View Results.

The results appear under the Results tab.

Schedule a saved search to run automatically

1.Select the search from the list of saved searches.

2.Click Schedule.

3.Complete the wizard.

For more information, see Scheduling Tasks.

Rename a saved search

1.Right-click on a saved search from the list of saved searches and click Rename.

2.Enter the new name of the saved search in the Rename Search dialog box.

3.Click OK.

The new name of the saved search is saved and is displayed on the list of saved searches.

Delete a saved search

1.To delete a saved search right now, select a saved search from the list.

2.Click Delete.

3.Click Yes in the Confirm Delete Search dialog box.

You cannot delete a saved search that has been scheduled. You must delete the scheduled task first.

You cannot delete a search that another user has named and saved.

For more information, see Scheduling Tasks.

Sorting, moving columns and saving your search results

You can sort on and move any column in an advanced search result and save that configuration in your list of saved searches.

When the search results are displayed, click the title of the column you want to sort on. Either p or q appears. Click again to reverse the order.

To make the sorted column the first column in your search results, right-click anywhere on the table, select Pick Columns, select the column name and click Move Up until the column is at the top of the list. Click OK and your results now appear with that column in the first position.

Now you can save your search, and the next time you view it, the results are sorted the way you want.

Scheduling a saved search task

Access through:

Tools > Scheduled Tasks

Available to:

All Access Rights Levels

Superuser can Override Schedules

1.On the Scheduled Tasks page, click Add.

2.In the Configure Scheduled Task wizard, on the Task page, Saved Search is selected by default.

3.On the Notification page:

Select a saved search from the drop-down menu.

Complete the email details as required. Separate multiple email addresses with semi-colons.

Enable or disable options as required. You can include a link to the saved search, embed an HTML version of the search, display the search parameters in the email, or attach a CSV version of the search to the email.

4.On the Results Details page, indicate whether you want aggregate results to be displayed for any results and where to display them. For example, if you search for the daily average VM disk usage, you might want to add a row to display the average for all VMs returned by the search.

5.On the Scheduling page:

To have scheduling take effect immediately, select Enabled.

You can edit the scheduled task at any time to enable or disable it.

To schedule the frequency and the time for the task, select when you want the task to occur: daily, weekly, monthly, or weekdays. You can also specify that the task be performed only once (in which case the task will be removed from the Scheduled Tasks list after it has been run).

If you selected a weekly or monthly frequency, select the day of the week or the month from the drop-down menu.

NotePencil-smallIf you select 31 for Day of Month for a monthly frequency, vCommander automatically adjusts the day to reflect the last day of any given month. The same adjustment is made if you select 29 or 30 for February.

6.On the Summary page, review the details and click Finish.

The scheduled task appears in the list of scheduled tasks.