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Enterprise Reporter 3.5 - Configuration Manager User Guide

Product Overview Configuring the Configuration Manager
Starting the Configuration Manager Finding answers and getting help Overview of Enterprise Reporter Communications and Credentials Required Using the Credential Manager Setting Up Your First Collection Computers (Nodes) Modifying Your Deployment Configuring Global Settings Customizing the Configuration Manager View
Understanding Discoveries Creating Discoveries
Step 1. Create the Discovery (Name) Step 2. Choose what to include in your discovery (Scopes) Step 2a. Choose scopes for your on-premises discoveries
Choosing your Active Directory Scopes Choosing your Computer Scopes Choosing Your Exchange Scopes Choosing Your File Storage Analysis Scopes Choosing Your Microsoft SQL Scopes Choosing Your NTFS Scopes Choosing Your Registry Scopes
Step 2b: Choose scopes for your cloud discoveries Step 3. Schedule your Discovery Step 4: Review the summary
Managing Discoveries Troubleshooting Issues with Enterprise Reporter Appendix: PowerShell cmdlets Appendix: Encryption Key Manager Appendix: Log Viewer

CM Understanding Discoveries.04.13.html

 

Creating Discoveries

•
Step 1. Create the Discovery (Name)
•
Step 2. Choose what to include in your discovery (Scopes)
•
Step 2a. Choose scopes for your on-premises discoveries
•
Step 2b: Choose scopes for your cloud discoveries
•
Step 3. Schedule your Discovery
•
Step 4: Review the summary

There are several steps for creating a discovery. A wizard guides you through the process, which varies slightly depending on the type of discovery.

Step 1. Create the Discovery (Name)

When you are creating a discovery, it is important to consider which cluster is running a discovery. A discovery can only belong to one cluster. When you run the discovery, the collection is performed by the nodes in the cluster.

By default, for on-premises collections, the credentials used to access the targets and read the data are those that were provided when creating the node. If required, you can specify alternate credentials during the creation of your on-premises discovery. For more information, see Node Credential and Alternate Credential Details for On-Premises Discoveries .

 
* 
TIP: It is recommended that you assign a discovery to the cluster that is closest to the data.

Before you specify the credentials for a cloud discovery (Azure Active Directory, Azure Resource, Exchange Online, Microsoft Teams, OneDrive, and SharePoint Online), you must register and configure the application used by Enterprise Reporter in your Azure environment. You can complete this process using the Configuration | Tenant Application Management option in the main menu before you create discoveries.

If the Enterprise Reporter cloud applications are not yet registered and configured in your Azure environment, the Name page of the discovery displays a warning message above the Azure Tenant name. For more information, see Configuring Tenant Applications for Cloud Discoveries .

If you have already configured the required tenant application and it indicates the option to Reconfigure, nothing further is necessary.

To create a discovery
1
On the Manage Discoveries pane, click New Discovery.
- OR -
Select an existing discovery on the Manage Discoveries pane and click Duplicate to create an exact copy. Click OK to confirm that you want to duplicate the selected discoveries and edit the copy to meet your needs. For more information, see Modifying a Discovery .
2
Select the type of discovery. On the Name page of the Create Discovery wizard, type a unique name for your discovery.
3
Provide an optional description that outlines the data you collect with this discovery.
4
Select the assigned cluster.
Your change history status is indicated. For more information, see Best Practices for Creating Discoveries .
 
* 
NOTE: A cluster with a red icon is currently disabled. Your discovery cannot be run until you resolve the issue with your cluster.
5
For on-premises discoveries (Active Directory, Computer, Exchange, File Storage Analysis, Microsoft SQL, NTFS, and Registry), you enter the credentials to be used for the discovery.
For cloud discoveries (Azure, Exchange Online, Microsoft Teams, and OneDrive, Azure Resource, and SharePoint Online), you enter the tenant name and the credentials to be used for the discovery.
a
For on-premises discoveries select Use default node credentials to target computers that the logged-in user can access.
For access to additional targets, use alternate credentials and choose an account from the Credential Manager. For more information, see Using the Credential Manager .
- OR -
b
For cloud discoveries, enter the name of the Azure tenant from which the discovery will gather data. You must have configured your Azure tenant before you can specify credentials.
After you have configured the Azure tenant, you enter the credentials. At this point, Enterprise Reporter can ensure that the tenant app is registered and configured so the credentials you enter are properly authenticated.
For details about configuring your Azure tenant see Configuring Tenant Applications for Cloud Discoveries .
6
Click Add to use the Credential Manager and select (or Add) an Microsoft 365 administrator account within the target tenant and click OK. For more information, see Using the Credential Manager .
 
* 
NOTE: Cloud discoveries support Multi-Factor Authentication (MFA) enabled and disabled credentials.
7
For cloud discoveries, click the cloud icon to authenticate the credentials.
If any warnings or messages are displayed, review them and click OK to continue. Optionally, click Remove to delete an invalid or unwanted account.
Repeat these steps to add additional accounts that can be used to access the same target tenant for this discovery. Specifying additional accounts helps optimize the discovery by collecting tenant information in a more efficient manner.
8
For on-premises discoveries, choose whether to ping computers in the discovery and how long to allow for a response. (NTFS, computer, Exchange, File Storage Analysis, and Registry discoveries do not ping by default).
This sets the amount of time given to confirm a computer’s existence prior to attempting to collect data. Leave this option disabled if it is not possible to ping the computers in the discovery.
9
Click Next to continue to the Scopes page.

Configuring Tenant Applications for Cloud Discoveries

You must register the tenant applications that are used by Enterprise Reporter for cloud discoveries in your Azure environment. You can complete this process using the Configuration | Tenant Application Management option in the main menu before you create discoveries.

If the tenant applications are not registered in your Azure environment, the Names page of the discovery displays a warning message above the Azure Tenant name. If you have configured the required tenant application and it indicates the option to Reconfigure, nothing further is necessary.

However, when you upgrade to Enterprise Reporter 3.5, the workflow for creating cloud discoveries has been changed. You are prompted to reconfigure the tenant for each cloud discovery type (with the exception of Exchange Online). You must do this before the existing cloud discoveries can be run.

 
* 
NOTE: If you make changes to Azure applications outside of Enterprise Reporter (for example, if you remove permissions or delete applications), Enterprise Reporter does not receive these updates.

Use the Reconfigure link beside an application to recreate the application and grant consent to the application permissions again.
To open the Tenant Application Manager from a cloud discovery
1
On the Names page, click Configure beside the tenant name to open the Tenant Application Manager.
To add a tenant
1
Click Add.
2
Enter the name of the tenant where Enterprise Reporter applications will be created.
3
Click OK.
To delete a tenant
1
Select the name of the tenant to be deleted.
2
Click Delete.
3
Click Yes to confirm that discoveries for any tenant that you delete will be unable to collect data
The tenant and the Enterprise Reporter applications for this tenant are removed.
To edit administrator credentials for the tenant application
1
Open the Tenant Application Manager. For more information, see To open the Tenant Application Manager .
2
Click Configure or Reconfigure next to the application.
3
Complete the Microsoft wizard that guides you through registering the application and consenting to application permissions using credentials that have administrative access to create Enterprise Reporter applications on the tenant.
If multi-factor authentication has been configured for this account, you will be prompted to complete the verification steps to complete the authentication process.
Once consent is complete, the Tenant Application Manager will display a Reconfigure link next to the application.
To configure applications for a tenant
1
Open the Tenant Application Manager. For more information, see To open the Tenant Application Manager .
2
Click Configure next to the application.
3
Complete the Microsoft wizard that guides you through registering the application and consenting to application permissions using credentials with administrative access to create Enterprise Reporter applications on the tenant.
If multi-factor authentication has been configured for this account, you will be prompted to complete the verification steps to complete the authentication process.
Once the consent is complete, the Tenant Application Manager will display a Reconfigure link next to the application.
 
* 
NOTE: For more information, see Permissions for Enterprise Reporter tenant applications .
To reconfigure application for a tenant
1
Open the Tenant Application Manager. For more information, see To open the Tenant Application Manager .
2
Click Reconfigure next to the application.
3
Complete the Microsoft wizard that guides you through registering the application and consenting to application permissions using credentials with administrative access to create Enterprise Reporter applications on the tenant.
If multi-factor authentication has been configured for this account, you are prompted to finish the verification steps and complete the authentication process.
Once the consent is complete, the Tenant Application Manager will display a Reconfigure link next to the application.
 
* 
NOTE: For more information, see Permissions for Enterprise Reporter tenant applications .
 
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