On Premises Data Collection Account Requirements
For on premises SharePoint farms, data collection is by default performed using the credentials of the Collection Service account. However, whenever you add a farm to monitor, you have the option of specifying different accounts to use for the collection of different types of data.
Account requirements depend on the type of data being collected, as described in the following table.
For the collection of ... |
Then the account must have ... | ||
---|---|---|---|
Farm Data |
read access to the SharePoint Farm Configuration database. | ||
Server Performance |
access to the Windows Management Instrumentation (WMI) data for every Windows server and SQL server to be monitored. NOTE: Normally, this is a local administrator account. If it is not possible for the account to be a local administrator, several fine-grained-permissions must be granted instead. However, if the account is not a local administrator, you will be unable to start and stop application pools from within the Management Console. Contact Quest Support for details. | ||
Page Performance and Availability |
the following fine-grained SharePoint permissions to all areas of the farm (Web applications, site collections, sites, lists, and items): ·View items ·View Application Pages
| ||
SQL Server Information |
ideally, membership in the sysadmin role, which will provide the account with all of the permissions it needs to query the SQL server instance and all of its databases. NOTE: If it is not possible for the account to be a sysadmin, several fine-grained-permissions must be granted instead. Contact Quest Support for details. | ||
Content Summary Data |
the Site Collection Auditor role for all site collections within a monitored Web application (which is, by default, included in the Web Application Permissions Policy Levell Full Read). NOTE: If you want to monitor the Central Administration Web application, the account must have the Site Collection Administrator role (which is, by default, included in the Web Application Permissions Policy Level Full Control). |
Office 365 Tenant Data Collection Account Requirements
If you are monitoring one or more Office 365 tenants, the account used to collect data must be:
·an Office 365 global administrator
AND
·a site collection administrator for each SharePoint Online site collection to be monitored.
You can change the name, topology server, and/or access credentials for a monitored farm. When you edit the farm, you can specify a different name to use in Metalogix Diagnostic Manager. The new name does not appear in SharePoint itself.
If you are upgrading from a version of Metalogix Diagnostic Manager older than 4.8 and are monitoring one or more O365 Tenants, you will receive an alert to provide Office 365 Authentication using the Edit Farm option.
You can also specify the name or IP address of a different server that the Collection Service should use as the Topology Server. The new Topology Server should be a member of the same farm.
The Collection Service contacts the server that you specify and uses information from the registry on the Topology Server to locate the SharePoint configuration database. The Collection Service then queries the configuration database to determine the servers that make up the farm and the roles the servers play.
The Collection Service uses the Farm Data credentials that you specify to access the Topology Server.
If you want to replace one farm in the Management Console with a different farm, you should remove the existing farm, then add the new farm.
The Collection Service stores the list of monitored farms in the repository. Any user of the Management Console can add farms to the Collection Service, make changes to the farms, and review any of the collected data.
To edit a monitored farm:
1In the Management Console tree, select the farm you want to edit, click the (...) button and choose Edit.
2Update the appropriate fields on the Edit Farm dialog(s). (See also Adding a Farm to Monitor.)
3Click OK.
If required, you can remove a farm and stop monitoring it. When you remove the farm, all of the stored farm data, all of the alerts related to the farm, and all of the farm configuration information are deleted immediately. Metalogix Diagnostic Manager allows you to make changes to an existing farm. (See Editing Monitored Page Settings.)
When you no longer need to monitor a farm, you can remove it from the Management Console.
To remove a farm:
In the Management Console tree, select the farm you want to remove and click the (...) button next to it. Click Remove.
You will be prompted to confirm the action before continuing.
When it starts, the Management Console collects a list of the farms monitored by the Collection Service. If needed, you can force it to refresh the list at any time.
To refresh the farm list in the Management Console:
In the Management Console ribbon, choose the farm or server list you wish to refresh, click the (...) button, and select Refresh.
The Management Console retrieves an up to date list of the monitored farms from the Collection Service and lists them in the tree.
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