Configure Email Reporting

Why set up email reports?

Setting up email reports ensures that unsuccessful jobs and warnings are investigated and addressed as soon as possible. Zmanda Pro supports efficient job monitoring to help customers maintain a healthy backup service.

Email sending options

The name and email address that Zmanda Pro reports are sent from can be configured.

Inherit from parent tenant

This option uses Zmanda's SMTP servers to send email reports and works out of the box. This is the default setting.

None (Do not send email)

Select this option to disable sending email from the Zmanda Pro Server.

MX Direct

MX Direct allows you to send email from this Zmanda Pro Server without needing to configure a custom SMTP server. However, there is a greater chance of the email being discarded as spam.

SMTP Server

If this option is enabled, Zmanda Pro will send an email via an SMTP server.

The following options should be configured:

  • Deliver via: SMTP Server

  • Send as (display name):

  • Send as (email):

  • SMTP server address:

  • SMTP server port:

  • Username:

  • Password:

  • Security: one of "SSL/TLS" (default port 465), or "STARTTLS" (default port 587), or "Plain" (default port 25)

  • Option to accept invalid SSL certificate from the remote SMTP server

    • You should leave this option unchecked. However, if you encounter errors, you may choose to enable it.

    • In comparison to how SSL certificates are used for HTTPS, it is surprisingly common for SMTP servers to use an invalid SSL certificate.

Custom HELO / EHLO

This option is available for the MX Direct and the SMTP Server options.

This field is optional and does not need to be specified.

Gmail account

If this option is enabled, Zmanda Pro will send email via a Gmail account. Internally, this uses known configuration information for Gmail's SMTP server.

The following options should be configured:

  • Deliver via: Gmail account

  • Send as (display name):

  • Email address: [email protected]

  • Password: Enter your Gmail password

Gmail accounts with two-factor authentication

If you are using two-factor authentication for your email account then you will need to create a Gmail Application-Specific password or the email will not work.

Log into your Google account and visit your App passwords page. You may be asked to sign in to your Google account.

Click Select app and select Mail. Click Select device and select Other.

Type in the name of the device (Zmanda Server) and click Generate.

You will be given a password which you will use when setting up the Gmail account with Zmanda.

Allow less secure apps

If your Gmail is not working with Zmanda then you will have to enable the "Allow less secure apps" setting.

Log into your Google account and open the security settings.

Scroll down until you see Allow less secure apps and turn it ON.

Email report types

The following custom reports are available:

Report type
Available in

Immediate job notification

>= 18.9.3

Summary report

>= 18.9.4

Grouped status report

>= 22.12.5

Recent activity report

>= 22.12.5

You can send multiple reports for a single email address. This allows you to combine multiple report criteria.

For report templates allowing custom schedules, you can use any schedule supported by Zmanda Pro's normal backup scheduler. Scheduled times are relative to each customer's configured local timezone.

Immediate job notification

This job report will trigger an email shortly after a job runs. Additional rules and conditions can be set up to control what events trigger the report being sent (e.g., type of job, job status, device ID, etc.)

This is the most detailed email report type as it will send the entire job log.

Grouped status report

This will show a summary of specified jobs run within the set timespan, grouped by status. This report type can be scheduled.

Set up this report type for a quick, high-level view on job statuses.

Check the log of unsuccessful jobs in the Job History tab.

Summary report

This will show a summary of all specified jobs within the set timespan. Each job will be reported as an individual line, showing the Protected Item type, the Device, the Status, and other details. This report type can be scheduled.

Set up this report type for a more detailed summary per job run, and to more easily track devices with unsuccessful jobs.

Recent activity

This will show the status of all jobs run per day within the past 10 days. The timespan cannot be customized, but the report can be scheduled.

Set up this report type for a per-day summary of jobs run within the past 10 days.


Recipes

Reports can be filtered to choose what jobs will be considered for the report. You can filter on a large number of criteria including but not limited to the job's type classification, status, start time, duration, Protected Item, and Storage Vault.

For advanced queries, the search system supports boolean logic (AND/OR) and arbitrary-depth clause grouping.

Terminology

  • Size: The Protected Item's whole size. It is the amount of data that was protected by this backup job, the same sort of file size on disk as shown when the end-client selects right-click -> 'properties' on the original data.

  • Uploaded: Upload size.


Sample Reporting Scenarios

Send jobs only on failure:

  • Report 1:

    • Type: "Immediate job notification"

    • Filter: "Status" "not equal" "Success"

Send reports for different Protected Items to different email addresses:

  • Email address 1:

    • Report 1:

      • Type: "Immediate job notification"

      • Filter: "Protected Item ID" "equal" "{one Protected Item}"

  • Email address 2:

    • Report 1:

      • Type: "Immediate job notification"

      • Filter: "Protected Item ID" "equal" "{another Protected Item}"

Send only a daily summary of jobs:

  • Report 1:

    • Type: "Summary table"

    • Schedule: Daily at 07:00

    • Filter: "Time since job start" "less or equal" "24 hours"

Send only a weekly summary of jobs, but also send immediate notifications on failure:

  • Report 1:

    • Type: "Immediate job notification"

    • Filter: "Status" "not equal" "Success"

  • Report 2:

    • Type: "Summary table"

    • Schedule: Weekly on Friday at 12:00

    • Filter: "Time since job start" "less or equal" "7 days"


How to configure email reports

There are three sections on the Zmanda Pro Server where email reports can be configured – in the Email Reporting tab, per User profile, or in Policy settings.

Email Reporting tab

When an email report is configured here, all users configured in the Zmanda Pro Server will be included in the report. For example, if an immediate notification report is added, all jobs that meet the set rules will trigger an email notification.

Use this setting if you want to configure the same kind of reports for all users in the Zmanda Pro Server.

Email settings in User profile

Configuring an email report here will only trigger a notification when jobs that meet the set rules are run for devices configured for a particular user.

Use this setting if you have a highly customized report setting you want to assign to a particular user.

Make sure to enable the option, Email backup reports to this account, to activate the email reporting feature.

Email reports in Policy settings

Policy settings can be created as templates that can be applied immediately to new users.

Use this setting if you have a set of rules to apply to particular users.

When configuring email reports through Policy, you still have to go to the User profile that the Policy is applied to, and enable the option, Email backup reports to this account, to activate the email reporting feature.

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