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Enterprise Reporter 3.2.2 - Configuration Manager User Guide

Product Overview Understanding Discoveries Creating Discoveries
Step 1. Create the Discovery Step 2. Choose what to include in your discovery (Scopes) Step 2a. Choose scopes for your 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 Office 365 discoveries Step 3. Schedule your Discovery Step 4: Review the summary
Managing Discoveries Configuring the Configuration Manager
Starting the Configuration Manager Finding Answers and Getting Help An Overview of Enterprise Reporter Communications and Credentials Required Logged In User Details Setting Up Your First Collection Computers Modifying your Deployment Improving the Performance of Your Discoveries What does the status of a node or cluster indicate? Using the Credential Manager Changing the Credentials used by the Enterprise Reporter Server Configuring Global Settings Global Discovery Settings
Troubleshooting Issues with Enterprise Reporter Appendix: PowerShell cmdlets Appendix: Encryption Key Manager Appendix: Log Viewer

What does the status of a node or cluster indicate?

As you deploy, enable and disable nodes and clusters, the Configuration Manager gives you feedback. This feedback is visible in the Status column of the Manage Discovery Clusters pane. By default, clusters and nodes are grouped and sorted by Status.

* 
NOTE: You can change the sort order and grouping of your nodes and clusters.

The following table outlines each status of a cluster:

 
Table 38. Statuses of a Cluster in Configuration Manager
Status
Meaning

Disabled

The cluster is disabled and no new jobs will be processed. Any jobs currently running when the node was disabled will continue to process until they either complete or are canceled by the user.

Enabled

The cluster has at least one enabled node and is available to process jobs.

The following table outlines each status of a node:

 
Table 39. Statuses of a Node in Configuration Manager
Status
Meaning

Deploying

The node is currently being installed on the node computer.

Deployment Failed

The node could not be successfully deployed. For information on troubleshooting, see Node Issues .

Enabled

The node is online and available to process jobs.

Disabled

The node is disabled and no new jobs will be processed. If you attempt to disable a node while it is actively processing a task, you will be prompted to either cancel it or wait to disable the node until the task has completed.

Failed to Start

The node is still stopped, as the server was unable to start it.

Failed to Stop

The node is still running, as the server was unable to stop it. It will not accept new tasks from the server.

Faulted

The nodes regularly communicate with the server to confirm their health. A faulted node has not had contact within an acceptable time frame.

Incompatible Version

The node is not the same version of the software as the Enterprise Reporter server to which it is connecting.

Initializing

The node service is currently being configured, and required components are being downloaded to the node.

Removal Failed

The node service could not be deployed (or undeployed) successfully from the node computer.

Starting

The node service is in the process of starting up.

Stopped

The node service has been stopped. It is unavailable to process jobs until it is restarted.

Stopping

The node service is in the process of stopping.

Undeploying

The node service is currently being uninstalled from the node computer.

Upgrading

The node is currently being upgraded on the node computer.

Using the Credential Manager

Credentials are used in different places in Enterprise Reporter. For example, nodes and report schedules both use credentials. The Credential Manager is a central store for accounts and passwords used throughout the system. This makes it easy to keep passwords up to date, and allows you to enter the credential details once, and access them repeatedly.

* 
NOTE: Office 365 discoveries now support multi-factor authentication. The Office 365 discovery credentials will need to be authenticated by Microsoft through the Credential Manager.
NOTE: Credentials added in the Report Manager are only available to the user who added them, while accounts added in the Configuration Manager are available to all Configuration Manager users on the same Enterprise Reporter server.

Accounts are not verified when you add them, and they must already exist in order to be used by Enterprise Reporter. For each account, you can add a description. This is particularly useful for differentiating between similar accounts, such as similarly named service credentials, or your SQL Server® default "sa" accounts. The combination of the account name and the description must be unique.

Accounts with multi-factor authentication enabled need to be authenticated by Microsoft through the Credential Manager.

Credential passwords are encrypted with FIPS 140-2 compliant algorithms and an encryption key that has a user-supplied password. The encryption key is secured in the Windows Credential Manager (not to be confused with the Enterprise Reporter Credential Manager). The encryption key is used to encrypt all passwords that are used in Enterprise Reporter for collections and reporting. Additionally, Enterprise Reporter security groups and roles are used to validate who has access to the encryption key and the key cannot be retrieved without proper authorizations.

The Credential Manager will display a red key icon next to each account that requires a password.

See also:

•
Changing Passwords Using the Credential Manager
•
Changing Account Names Using the Credential Manager
To open the Credential Manager
•
On the System | Configuration page, go to Credential Manager and click Manage credentials.
- OR -
Click the ellipsis anywhere credentials are required.
To use a credential from the Credential Manager
1
Select the account from the list.
2
Click OK.
To add a credential for use in the system
1
Open the Credential Manager.
2
Click Add.
3
Type the account name.
You can enter any account that you want to use in Enterprise Reporter, including Windows® accounts, SQL Server® accounts, and Azure accounts.
 
* 
NOTE: If you are entering credentials in the Configuration Manager, remember that other users may have entered the same credential, so if necessary, verify that you are adding a unique account.
4
Type the password for the account.
5
Optionally, type a description.
The combination of the account name and the description must be unique.
6
Click OK.
To add a multi-factor authenticated credential
1
Open the Credential Manager.
2
Click Add.
3
Enter the account user name and password.
 
* 
NOTE: The combination of the account name and the description must be unique.
4
Optionally, enter a description.
5
Click Authenticate.
6
On the Microsoft Azure authentication screen, enter the account name.
7
Click Next.
 
* 
NOTE: When entering credentials in the Configuration Manager, verify that no other users have used the same credential and that the account you are adding is unique.
8
Enter the password for the account.
9
Click Sign In.
10
Enter the verification code sent to the account.
11
Click Verify.
The Credential Manager authenticates the account for discovery usage and changes the account information on any applicable discoveries.
A progress dialog box appears.
 
* 
NOTE: The Credential Manager displays a Last Authenticated On date, which indicates when the credential was authenticated through the Microsoft authentication process as a multi-factor authenticated credential. If there is no date, then the credential was not authenticated.
12
Verify that your changes were processed. If any errors occur, you will need to troubleshoot the issue and manually make any changes.
When changing the password on an Office 365 Azure account, any Enterprise Reporter tenant applications using that account must also be reconfigured. For more information, see To reconfigure application for a tenant .
 
To edit a credential
1
Open the Credential Manager.
2
Select an account.
3
Click Edit.
4
Optionally, modify the password by selecting Edit Password.
5
Make all changes.
6
Click OK.
7
If changing the password on an Office 365 Azure account, any Enterprise Reporter tenant applications using that account must also be reconfigured. For more information, see To reconfigure application for a tenant .
To edit a multi-factor authenticated credential
1
Open the Credential Manager.
2
Select an account.
3
Click Edit.
4
Modify the account.
5
Click Authenticate.
6
On the Microsoft Azure authentication screen, enter the account name.
7
Click Next.
 
* 
NOTE: When entering credentials in the Configuration Manager, verify that no other users have used the same credential and that the account you are adding is unique.
8
Enter the password for the account.
9
Click Sign In.
10
Enter the verification code sent to the account.
11
Click Verify.
The Credential Manager authenticates the account for discovery usage and changes the account information on any applicable discoveries.
A progress dialog box appears.
 
* 
NOTE: The Credential Manager displays a Last Authenticated On date, which indicates when the credential was authenticated through the Microsoft authentication process as a multi-factor authenticated credential. If there is no date, then the credential was not authenticated.
12
Verify that your changes were processed. If any errors occur, you will need to troubleshoot the issue and manually make any changes.
When changing the password on an Office 365 Azure account, any Enterprise Reporter tenant applications using that account must also be reconfigured. For more information, see To reconfigure application for a tenant .
 
To alter an account to be multi-factor authentication enabled
1
Open the Credential Manager.
2
Select the account to authenticate.
3
Click Authenticate.
4
On the Microsoft Azure authentication screen, enter the account name.
5
Click Next.
 
* 
NOTE: When entering credentials in the Configuration Manager, verify that no other users have used the same credential and that the account you are adding is unique.
6
Enter the password for the account.
7
Click Sign In.
8
Enter the verification code sent to the account.
9
Click Verify.
The Credential Manager authenticates the account for discovery usage and changes the account information on any applicable discoveries.
A progress dialog box appears.
 
* 
NOTE: The Credential Manager displays a Last Authenticated On date, which indicates when the credential was authenticated through the Microsoft authentication process as a multi-factor authenticated credential. If there is no date, then the credential was not authenticated.
10
Verify that your changes were processed. If any errors occur, you will need to troubleshoot the issue and manually make any changes.
When changing the password on an Office 365 Azure account, any Enterprise Reporter tenant applications using that account must also be reconfigured. For more information, see To reconfigure application for a tenant .
 
To delete a credential
1
Open the Credential Manager.
2
Select an account from the list.
You can only delete accounts that are not currently in use.
3
Click Delete.
4
Click OK.

Changing Passwords Using the Credential Manager

When passwords are changed in Active Directory® and Azure Active Directory, they need to be updated everywhere they are in use in Enterprise Reporter. It is possible that the account could be locked if you do not make this change. The Credential Manager makes this easy by providing a central store for accounts. You can change the password, and it is updated in all nodes, schedules, discoveries, and so on.

* 
NOTE: You can modify credentials from anywhere you can access the Credential Manager. Be aware when you make a change to a credential, it is applied throughout your deployment, not just in your current context.

If you modify credentials that are used by a discovery node, the node service must be restarted before the changes take effect. Enterprise Reporter will attempt to restart the node; however, if the restart fails, you may need to manually start the service on the computer hosting the node. If there are jobs currently running on the node, they will be canceled. To prevent this, either change the credentials during a down time, or cancel the discoveries yourself and restart them once the change takes effect.

Credential passwords are encrypted with FIPS 140-2 compliant algorithms and an encryption key that has a user-supplied password. For further information on creation and management of the Enterprise Reporter encryption key, see Appendix: Encryption Key Manager .

The Credential Manager will display a red key icon next to each account that requires a password.

To change the password on an account
1
On the System | Configuration page, click Manage credentials.
It is recommended that you make these changes while no discoveries are running (or waiting to be run) before changing the password.
2
Select the account, and click Edit.
3
Select Edit Password.
4
Modify the password and click OK.
A progress dialog box appears.
 
* 
NOTE: The Credential Manager displays a Last Authenticated On date, which indicates when the credential was authenticated through the Microsoft authentication process as a multi-factor authenticated credential. If there is no date, then the credential was not authenticated.
5
Verify that your changes were processed. If any errors occur, you will need to troubleshoot the issue and manually make any changes.
When changing the password on an Office 365 Azure account, any Enterprise Reporter tenant applications using that account must also be reconfigured. For more information, see To reconfigure application for a tenant .
To change the password on a multi-factor authenticated account
1
On the System | Configuration page, click Manage credentials.
It is recommended that you make these changes while no discoveries are running or waiting to be run before changing the password.
2
Select the account and click Edit.
3
Select Edit Password.
4
Modify the password.
5
Click Authenticate.
6
On the Microsoft Azure authentication screen, enter the account name.
7
Click Next.
 
* 
NOTE: When entering credentials in the Configuration Manager, verify that no other users have used the same credential and that the account you are adding is unique.
8
Enter the password for the account.
9
Click Sign In.
10
Enter the verification code sent to the account.
11
Click Verify.
The Credential Manager authenticates the account for discovery usage and changes the account information on any applicable discoveries.
A progress dialog box appears.
 
* 
NOTE: The Credential Manager displays a Last Authenticated On date, which indicates when the credential was authenticated through the Microsoft authentication process as a multi-factor authenticated credential. If there is no date, then the credential was not authenticated.
12
Verify that your changes were processed. If any errors occur, you will need to troubleshoot the issue and manually make any changes.
When changing the password on an Office 365 Azure account, any Enterprise Reporter tenant applications using that account must also be reconfigured. For more information, see To reconfigure application for a tenant .
 

Changing Account Names Using the Credential Manager

Changing Account Names Using the
Credential Manager

In general, if you want to change an account name, it is recommended that you create a new credential, and delete the old one. However, in the case where you want to replace the credentials in use in a number of places in Enterprise Reporter, the Credential Manager enables you to make a single change and have it be applied across your deployment. For example, if you are provided a new service credential to replace a credential used for a dozen nodes in your environment, you can change the account name on the credential.

If you modify credentials that are used by a discovery node, the node service must be restarted before the changes take effect. Enterprise Reporter will attempt to restart the node; however, if the restart fails, you may need to manually start the service on the computer hosting the node. If there are jobs currently running on the node, they will be canceled. To prevent this, either change the credentials during a down time, or cancel the discoveries yourself and restart them once the change takes effect.

To change the account
1
On the System | Configuration page, click Manage credentials.
It is recommended that you make these changes while no discoveries are running or waiting to be run before changing the account
2
Select the account, and click Edit.
3
Modify the account and click OK.
A progress dialog box appears.
 
* 
NOTE: The Credential Manager displays a Last Authenticated On date, which indicates when the credential was authenticated through the Microsoft authentication process as a multi-factor authenticated credential. If there is no date, then the credential was not authenticated.
4
Verify that your changes were processed. If any errors occur, you will need to troubleshoot the issue and manually make any changes.
When changing the password on an Office 365 Azure account, any Enterprise Reporter tenant applications using that account must also be reconfigured. For more information, see To reconfigure application for a tenant .
 
To change the multi-factor authenticated account
1
On the System | Configuration page, click Manage credentials.
It is recommended that you make these changes while no discoveries are running or waiting to be run before changing the account.
2
Select the account and click Edit.
3
Modify the account.
4
Click Authenticate.
5
On the Microsoft Azure authentication screen, if the account has multi-factor authentication enabled, type the account name and password.
 
* 
NOTE: When entering credentials in the Configuration Manager, verify that no other users have used the same credential and that the account you are adding is unique.
6
Click Sign In.
7
Enter the verification code sent to the account.
8
Click Verify.
The Credential Manager authenticates the account for discovery usage and changes the account information on any applicable discoveries.
A progress dialog box appears.
 
* 
NOTE: The Credential Manager displays a Last Authenticated On date, which indicates when the credential was authenticated through the Microsoft authentication process as a multi-factor authenticated credential. If there is no date, then the credential was not authenticated.
9
Verify that your changes were processed. If any errors occur, you will need to troubleshoot the issue and manually make any changes.
When changing the password on an Office 365 Azure account, any Enterprise Reporter tenant applications using that account must also be reconfigured. For more information, see To reconfigure application for a tenant .
 
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