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Enterprise Reporter 3.5.1 - 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

Starting the Configuration Manager

When you open the Configuration Manager, your first step is to connect to a server. Connecting to a server gives you access to its associated clusters, nodes, and discoveries. You need to know the name of the server, and the port number. The server name is the name of the computer where the server is installed. The port number was configured during the server installation.

 
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NOTE: If UAC is enabled, you must have elevated permissions to open the Configuration Manager.
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NOTE: To start the Configuration Manager, you must be a discovery administrator. For more information, see “Installing and Configuring the Configuration Manager and Role Based Security in Enterprise Reporter” in the Installation and Deployment Guide.

If this is your first time opening the Configuration Manager, you need to provide a license. For more information, see “Licencing Enterprise Reporter” in the Installation and Deployment Guide.

To connect to a server
1
Click the Start menu and select Quest | Configuration Manager.
2
Type the name of the server.
- OR -
Click Browse, and locate the computer where the server is installed.
Once you have connected to a server, the server name is stored in the list for future use.
3
If necessary, type in the port number.
4
Click Log In.

Finding answers and getting help

When using Enterprise Reporter, you can press F1 from any screen for help. The documentation included with Enterprise Reporter will open and display the section of documentation most relevant to the screen you are viewing.

The Help menu provided in Enterprise Reporter also addresses frequently asked questions related to the screen you are viewing. Clicking on a any of the topics provided will display the related section of documentation.

Checking Online Support

Enterprise Reporter also provides a tool for searching knowledge articles and community discussions.

To search Online Support
1
Click the link for Online Support in the header bar of the console.
2
Select whether to search Knowledge Articles, Community Discussions, or both.
3
Enter a keyword or phrase in the text box.
4
Press Enter or click the search icon.
5
Click the link of any result to open the result in the Online Support portal.
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NOTE: Signing in to the Online Support portal is required to view premium knowledge articles.

Overview of Enterprise Reporter Communications and Credentials Required

There are many communication channels in Enterprise Reporter, involving different sets of credentials. This allows for controlled access to your environment, but you must understand where each set of credentials are used, and what permissions they need.

Figure 3 outlines where and for what each of the credentials are used, and the following tables explain the necessary permissions. For information on managing the credentials used in the Configuration Manager, see Using the Credential Manager .

Figure 3. Credentials used to communicate in the Configuration Manager
Topics:  
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Node Credential and Alternate Credential Details for On-Premises Discoveries
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Detailed permissions for Enterprise Reporter discoveries
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Permissions for Enterprise Reporter discoveries on NAS devices
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Permissions for Enterprise Reporter tenant applications
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Logged-In User Credentials
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Server Service Credentials

Node Credential and Alternate Credential Details for On-Premises Discoveries

Node credentials are provided when a discovery node is created, and you can modify them as needed. By default, the node’s credentials are used to enumerate scopes and access on-premises targets.

If you want to use different credentials for a particular discovery, you can configure them in the Discovery Wizard. By using these alternate credentials, you can target anything on-premises for which you have credentials, in any domain. You can minimize the permissions given to node credentials, and use alternate credentials for scoping and collecting your on-premises discoveries.

The following table outlines the use of the node and alternate credentials, and how to properly configure your environment to ensure successful data collection:

Table 2. Node Credentials and Alternate Credentials in Configuration Manager
From
To
Permission Details
Configuration

Discovery Node

Enterprise Reporter Server

Provide server with job status, errors, statistics and logs.

Configured during node creation, or when you edit the node properties to change the credentials.

The node credentials must have local administrator access to the host computer and be a member of the group “Reporter_Discovery_Nodes”.

Discovery Node

Shared Data Location (if the cluster is configured to use one)

Read and write to the shared data location during data collection.

The shared data location is configured during the creation of a cluster. Ensure the node has read and write access to this file share. For more information, see Things to Consider Before Creating a Cluster .

Discovery Node

Enterprise Reporter Database

There are two options for communicating with the database:

1. You can use the same service credentials that the node service uses.

2. You can specify SQL credentials only for use when the database is accessed.

The credentials you choose must be able to read and write to the database.

The account must be in the Reporter_Discovery_Nodes security group. (Note that if you use the same account as the Enterprise Reporter server it is already permissioned appropriately). For more information, see Role Based Security in Enterprise Reporter and Configuring the Database in the Installation and Deployment Guide in the Technical Documentation.

If you use SQL authentication to connect with the database, you must manually permission the SQL user, either by adding them to the database role Discovery_Nodes_Role or by permissioning specific tables in the database.

Discovery Node

Targets

Read access on all targets.

For on-premises discoveries, all domains with which the credentials have a forest or domain level trust will be enumerated.

If required, you can configure alternate credentials for specific discoveries, instead of using the default node credentials.

The targets are defined as part of a discovery. The discovery tasks are assigned to a particular node based on availability, so all nodes in a cluster should have access to all targets defined in all discoveries assigned to the node’s cluster.

For on-premises discoveries, ensure the node credentials or alternate credentials have read access to the target. In addition, a trust is required between the node computer and the targets.

For more information on Azure and Microsoft 365 Discoveries, see Detailed permissions for Enterprise Reporter discoveries .

 

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