Applies To:

WinINSTALL Desktop Availability Suite (DAS) version 8.0 or higher

WinINSTALL Desktop Management Suite (DMS) version 8.0 or higher

WinINSTALL Lifecycle Management Suite (LMS) version 8.0 or higher

Summary

This technical note describes how to extract custom reports from the WinINSTALL install Inventory and Asset Management databases using Microsoft Excel.

Creating a Custom Report

Follow the steps below to create an Excel report that queries the WinINSTALL database.

1. In Microsoft Excel, click Data > From Other Sources -> From Microsoft Query



2.   Select <New Data Source>, and then click OK.

3.   In field 1 of the Create New Data Source dialog box, enter a name for your data source. This can be any name you choose.

4.   In field 2, select the WinINSTALL Database SQL Server,

5.   In the SQL Server Login dialog box, enter your SQL Server name. Depending on your SQL settings, you may be able to leave Use Trusted Connection options selected and skip the other login fields, or you may need to clear this check box and enter your Login ID and Password.

7.   In the Database field, select your WinINSTALL database. Select or enter other Options as needed.

8.   Click OK. The Create New Data Source dialog box will open with your database name listed to the right of the Connect button.

9.   Click OK. The Choose Data Source dialog box will open.

10.  Select your database from the Database list, and then click OK.

11.  In the Query Wizard dialog box, select the columns to be displayed in the report. For the example in this technical note, select the following

Options:

12.  Click Next to the end of the Query Wizard.

The report will now open in Excel.