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Learn how to contributeOverview of the installation sequence
Contributors
The installation workflow describes the tasks that you must perform before you can use Unified Manager.
These sections describe each of the items shown in the workflow below.
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PDF of this doc site
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Perform configuration and administrative tasks
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Monitor and manage storage
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Monitor and manage cluster performance
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Monitor and manage cluster health
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Collection of separate PDF docs
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- Active IQ Unified Manager 9.11 docs
- Release notes
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Get started
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Install Unified Manager on VMware vSphere systems
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Introduction to Active IQ Unified Manager
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Requirements for installing Unified Manager
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Installing, upgrading, and removing Unified Manager software
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Install Unified Manager on Linux systems
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Introduction to Active IQ Unified Manager
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Requirements for installing Unified Manager
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Installing, upgrading, and removing Unified Manager software
- Overview of the installation process
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Setting up required software repositories
- SELinux requirements for mounting /opt/netapp or /opt/netapp/data on an NFS or CIFS share
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Installing Unified Manager on Linux systems
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Upgrading Unified Manager on Red Hat Enterprise Linux or CentOS
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Upgrading third-party products post Unified Manager installation
- Restarting Unified Manager
- Removing Unified Manager
- Removing the custom umadmin user and maintenance group
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Install Unified Manager on Windows systems
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Introduction to Active IQ Unified Manager
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Requirements for installing Unified Manager
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Installing, upgrading, and removing Unified Manager software
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Perform configuration and administrative tasks
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Configuring Active IQ Unified Manager
- Overview of the configuration sequence
- Accessing the Unified Manager web UI
- Performing the initial setup of the Unified Manager web UI
- Adding clusters
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Configuring Unified Manager to send alert notifications
- Changing the local user password
- Setting the session inactivity timeout
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Changing the Unified Manager host name
- Enabling and disabling policy-based storage management
- Configuring Unified Manager backup
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Managing feature settings
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Using the maintenance console
- What functionality the maintenance console provides
- What the maintenance user does
- Diagnostic user capabilities
- Accessing the maintenance console
- Accessing the maintenance console using the vSphere VM console
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Maintenance console menus
- Changing the maintenance user password on Windows
- Changing the umadmin password on Linux systems
- Changing the ports Unified Manager uses for HTTP and HTTPS protocols
- Adding network interfaces
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Adding disk space to the Unified Manager database directory
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Managing user access
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Managing SAML authentication settings
- Identity provider requirements
- Enabling SAML authentication
- Changing the identity provider used for SAML authentication
- Updating SAML authentication settings after Unified Manager security certificate change
- Disabling SAML authentication
- Disabling SAML authentication from the maintenance console
- SAML Authentication page
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Managing authentication
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Managing security certificates
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Monitor and manage storage
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Introduction to Active IQ Unified Manager
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Understanding the user interface
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Monitoring and managing clusters from the dashboard
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Managing clusters
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Monitoring VMware virtual infrastructure
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Provisioning and managing workloads
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Managing and monitoring MetroCluster configurations
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Managing quotas
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Troubleshooting
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Manage events and alerts
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Managing events
- What Active IQ platform events are
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What Event Management System events are
- What happens when an event is received
- Viewing events and event details
- Viewing unassigned events
- Acknowledging and resolving events
- Assigning events to specific users
- Disabling unwanted events
- Fixing issues using Unified Manager automatic remediations
- Enabling and disabling Active IQ event reporting
- Uploading a new Active IQ rules file
- How Active IQ platform events are generated
- Resolving Active IQ platform events
- Configuring event retention settings
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What a Unified Manager maintenance window is
- Managing host system resource events
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Understanding more about events
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List of events and severity types
- Aggregate events
- Cluster events
- Disks events
- Enclosures events
- Fans events
- Flash card events
- Inodes events
- Network interface (LIF) events
- LUN events
- Management station events
- MetroCluster Bridge events
- MetroCluster Connectivity events
- MetroCluster switch events
- NVMe Namespace events
- Node events
- NVRAM battery events
- Port events
- Power supplies events
- Protection events
- Qtree events
- Service processor events
- SnapMirror relationship events
- Asynchronous Mirror and Vault relationship events
- Snapshot events
- SnapVault relationship events
- Storage failover settings events
- Storage services events
- Storage shelf events
- Storage VM events
- User and group quota events
- Volume events
- Volume move status events
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Description of event windows and dialog boxes
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Managing alerts
- What alerts are
- What information is contained in an alert email
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Adding alerts
- Adding alerts for performance events
- Testing alerts
- Enabling and Disabling alerts for Resolved and Obsolete events
- Excluding disaster recovery destination volumes from generating alerts
- Viewing alerts
- Editing alerts
- Deleting alerts
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Description of alert windows and dialog boxes
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Managing scripts
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Monitor and manage cluster performance
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Introduction to Active IQ Unified Manager performance monitoring
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Navigating performance workflows in the Unified Manager GUI
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Monitoring cluster performance from the Dashboard
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Troubleshooting workloads using the workload analyzer
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Monitoring cluster performance from the Performance Cluster Landing page
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Monitoring performance using the Performance Inventory pages
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Monitoring performance using the Performance Explorer pages
- Understanding the root object
- Apply filtering to reduce the list of correlated objects in the grid
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Specifying a time range for correlated objects
- Defining the list of correlated objects for comparison graphing
- Understanding counter charts
- Types of performance counter charts
- Selecting performance charts to display
- Expanding the Counter Charts pane
- Changing the Counter Charts focus to a shorter period of time
- Viewing event details in the Events Timeline
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Counter Charts Zoom View
- Viewing volume latency by cluster component
- Viewing SVM IOPS traffic by protocol
- Viewing volume and LUN latency charts to verify performance guarantee
- Viewing the performance for All SAN Array clusters
- Viewing node IOPS based on workloads that reside only on the local node
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Components of the Object Landing pages
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Managing performance using QoS policy group information
- How storage QoS can control workload throughput
- Viewing all QoS policy groups available on all clusters
- Viewing volumes or LUNs that are in the same QoS policy group
- Viewing the QoS policy group settings applied to specific volumes or LUNs
- Viewing performance charts to compare volumes or LUNs that are in the same QoS policy group
- How different types of QoS policies are displayed in the throughput charts
- Viewing workload QoS minimum and maximum settings in the Performance Explorer
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Managing performance using performance capacity and available IOPS information
- What performance capacity used is
- What the performance capacity used value means
- What available IOPS is
- Viewing node and aggregate performance capacity used values
- Viewing node and aggregate available IOPS values
- Viewing performance capacity counter charts to identify issues
- Performance capacity used performance threshold conditions
- Using the performance capacity used counter to manage performance
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Understanding and using the Node Failover Planning page
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Collecting data and monitoring workload performance
- Types of workloads monitored by Unified Manager
- Workload performance measurement values
- What the expected range of performance is
- How the latency forecast is used in performance analysis
- How Unified Manager uses workload latency to identify performance issues
- How cluster operations can affect workload latency
- Performance monitoring of MetroCluster configurations
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Understanding performance events and alerts
- Sources of performance events
- Performance event severity types
- Configuration changes detected by Unified Manager
- Types of system-defined performance threshold policies
- Performance event analysis and notification
- How Unified Manager determines the performance impact for an event
- Cluster components and why they can be in contention
- Roles of workloads involved in a performance event
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Managing performance thresholds
- How user-defined performance threshold policies work
- What happens when a performance threshold policy is breached
- What performance counters can be tracked using thresholds
- What objects and counters can be used in combination threshold policies
- Creating user-defined performance threshold policies
- Assigning performance threshold policies to storage objects
- Viewing performance threshold policies
- Editing user-defined performance threshold policies
- Removing performance threshold policies from storage objects
- What happens when a performance threshold policy is changed
- What happens to performance threshold policies when an object is moved
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Analyzing performance events
- Displaying information about performance events
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Analyzing events from user-defined performance thresholds
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Analyzing events from system-defined performance thresholds
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Analyzing events from dynamic performance thresholds
- Identifying victim workloads involved in a dynamic performance event
- Identifying bully workloads involved in a dynamic performance event
- Identifying shark workloads involved in a dynamic performance event
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Performance event analysis for a MetroCluster configuration
- Responding to a dynamic performance event caused by QoS policy group throttling
- Responding to a dynamic performance event caused by a disk failure
- Responding to a dynamic performance event caused by HA takeover
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Resolving performance events
- Confirming that the latency is within the expected range
- Review the impact of configuration changes on workload performance
- Options for improving workload performance from the client-side
- Check for client or network issues
- Verify whether other volumes in the QoS policy group have unusually high activity
- Move logical interfaces (LIFs)
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Run storage efficiency operations at less busy times
- Add disks and reallocate data
- How enabling Flash Cache on a node can improve workload performance
- How enabling Flash Pool on a storage aggregate can improve workload performance
- MetroCluster configuration health check
- MetroCluster configuration verification
- Moving workloads to a different aggregate
- Moving workloads to a different node
- Moving workloads to an aggregate on a different node
- Moving workloads to a node in a different HA pair
- Moving workloads to another node in a different HA pair
- Use QoS policy settings to prioritize the work on this node
- Remove inactive volumes and LUNs
- Add disks and perform aggregate layout reconstruction
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Setting up a connection between a Unified Manager server and an external data provider
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Monitor and manage cluster health
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Introduction to Active IQ Unified Manager health monitoring
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Managing and monitoring clusters and cluster object health
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Understanding cluster monitoring
- Viewing the cluster list and details
- Checking the health of clusters in a MetroCluster configuration
- Viewing the health and capacity status of All SAN Array clusters
- Viewing the node list and details
- Generating a hardware inventory report for contract renewal
- Viewing the Storage VM list and details
- Viewing the aggregate list and details
- Viewing FabricPool capacity information
- Viewing storage pool details
- Viewing the volume list and details
- Viewing details about NFS shares
- Viewing details about SMB/CIFS shares
- Viewing the list of Snapshot copies
- Deleting Snapshot copies
- Calculating reclaimable space for Snapshot copies
- Description of cluster object windows and dialog boxes
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Common Unified Manager health workflows and tasks
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Monitoring and troubleshooting data availability
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Resolving capacity issues
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Managing health thresholds
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Managing cluster security objectives
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What security criteria is being evaluated
- What does not compliant mean
- Viewing detailed security status for clusters and storage VMs
- Viewing security events that may require software or firmware updates
- Viewing how user authentication is being managed on all clusters
- Viewing the encryption status of all volumes
- Viewing the anti-ransomware status of all volumes and storage VMs
- Viewing all active security events
- Adding alerts for security events
- Disabling specific security events
- Security events
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Managing backup and restore operations
- Backup and restore for Unified Manager on virtual appliance
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Backup and restore using a MySQL database dump
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Backup and restore using NetApp Snapshots
- On-demand backup for Unified Manager
- Migrating a Unified Manager virtual appliance to a Linux system
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Managing scripts
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Managing and monitoring groups
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Prioritizing storage object events using annotations
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Understanding more about annotations
- Adding annotations dynamically
- Adding values to annotations
- Deleting annotations
- Viewing the annotation list and details
- Deleting values from annotations
- Creating annotation rules
- Adding annotations manually to individual storage objects
- Editing annotation rules
- Configuring conditions for annotation rules
- Deleting annotation rules
- Reordering annotation rules
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Sending a support bundle through web UI and maintenance console
- Sending AutoSupport messages and support bundles to technical support
- Accessing the maintenance console
- Generating and uploading a support bundle
- Retrieving the support bundle using a Windows client
- Retrieving the support bundle using a UNIX or Linux client
- Sending a support bundle to technical support
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Tasks and information related to several workflows
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Protect and restore data
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Creating and troubleshooting protection relationships
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Managing and monitoring protection relationships
- Viewing volume protection status
- Viewing volume protection relationships
- Monitoring LUNs in a Consistency Group relationship
- Creating a SnapVault protection relationship from the Health / All Volumes view
- Creating a SnapVault protection relationship from the Volume / Health details page
- Creating a SnapMirror protection relationship from the Health / All Volumes view
- Creating a SnapMirror protection relationship from the Volume / Health details page
- Creating a SnapMirror relationship with version-flexible replication
- Creating SnapMirror relationships with version-flexible replication with backup option
- Configuring destination efficiency settings
- Creating SnapMirror and SnapVault schedules
- Creating cascade or fanout relationships to extend protection from an existing protection relationship
- Editing protection relationships from the Volume Relationships page
- Editing protection relationships from the Volume / Health details page
- Creating a SnapMirror policy to maximize transfer efficiency
- Creating a SnapVault policy to maximize transfer efficiency
- Aborting an active data protection transfer from the Volume Relationships page
- Aborting an active data protection transfer from the Volume / Health details page
- Quiescing a protection relationship from the Volume Relationships page
- Quiescing a protection relationship from the Volume / Health details page
- Breaking a SnapMirror relationship from the Volume Relationships page
- Removing a protection relationship from the Volume Relationships page
- Resuming scheduled transfers on a quiesced relationship from the Volume Relationships page
- Resuming scheduled transfers on a quiesced relationship from the Volume / Health details page
- Initializing or updating protection relationships from the Volume Relationships page
- Initializing or updating protection relationships from the Volume / Health details page
- Resynchronizing protection relationships from the Volume Relationships page
- Reversing protection relationships from the Volume Relationships page
- Restoring data using the Health / All Volumes view
- Restoring data using the Volume / Health details page
- What resource pools are
- Creating resource pools
- Editing resource pools
- Viewing resource pools inventory
- Adding resource pool members
- Removing aggregates from resource pools
- Deleting resource pools
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Monitoring Storage VM Disaster Recovery protection relationships
- Understanding Storage VM Associations
- SVM and resource pool requirements to support storage services
- What jobs are
- Monitoring jobs
- Viewing job details
- Aborting jobs
- Retrying a failed protection job
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Description of Protection relationships windows and dialog boxes
- Resource Pools page
- Create Resource Pool dialog box
- Edit Resource Pool dialog box
- Aggregates dialog box
- Jobs page
- Job details page
- Advanced Secondary Settings dialog box
- Advanced Destination Settings dialog box
- Restore dialog box
- Browse Directories dialog box
- Configure Protection dialog box
- Create Schedule dialog box
- Create SnapMirror Policy dialog box
- Create SnapVault Policy dialog box
- Edit Relationship dialog box
- Initialize/Update dialog box
- Resynchronize dialog box
- Select Source Snapshot Copy dialog box
- Reverse Resync dialog box
- Relationship / All Relationships view
- Relationship / Last 1 month Transfer Status view
- Relationship / Last 1 month Transfer Rate view
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Generate custom reports
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Unified Manager reporting
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Working with reports
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Scheduling reports
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Sample custom reports
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Customizing cluster storage reports
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Customizing aggregate capacity reports
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Customizing volume capacity reports
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Customizing Qtree capacity reports
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Customizing NFS share reports
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Customizing storage VM reports
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Customizing volume relationship reports
- Creating a report to group volume relationships by source of failure
- Creating a report to group volume relationships by issue
- Creating a report to view volume transfer trends at specific time intervals
- Creating a report to view failed or successful volume transfer
- Creating a report to view volume transfers based on transfer size
- Creating a report to view volume transfers grouped by day
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Customizing volume performance reports
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Sample Microsoft Excel reports
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Manage storage using REST APIs
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Getting started with Active IQ Unified Manager
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REST API access and authentication in Active IQ Unified Manager
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Unified Manager REST APIs
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Common workflows for storage management
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- Legal notices