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Enterprise Reporter 3.5.1 - Configuration Manager User Guide

Table of Contents

Product Overview

Key Features of Enterprise Reporter Components of Enterprise Reporter

The Configuration Manager

An Overview of the Configuration Manager Clusters Shared Data Locations Nodes Discoveries Role of the Server

The Report Manager The Database Wizard and Database Content Wizard The Encryption Key Manager SQL Server Reporting Services (SSRS)

Summarizing the Workflow

Configuring the Configuration Manager

Starting the Configuration Manager Finding answers and getting help Overview of Enterprise Reporter Communications and Credentials Required

Node Credential and Alternate Credential Details for On-Premises Discoveries Detailed permissions for Enterprise Reporter discoveries Permissions for Enterprise Reporter discoveries on NAS devices Permissions for Enterprise Reporter tenant applications Logged-In User Credentials Server Service Credentials

Changing the credentials used by the Enterprise Reporter Server

Using the Credential Manager

Changing Passwords Using the Credential Manager Changing Account Names Using the Credential Manager

Setting Up Your First Collection Computers (Nodes)

Configuring Clusters and Nodes for Effective Data Collection Things to Consider Before Creating a Cluster Creating Your First Cluster and Node

Modifying Your Deployment

Managing Clusters

When Do You Add a Cluster? Modifying a Cluster Deleting a Cluster Disabling a Cluster What To Do if a Cluster is Disabled Enabling a Cluster

Modifying Node Credentials Modifying the Location of Node Temporary Files Changing a Node to a Different Cluster Removing a Node Why Disable a Node? Stopping a Node Enabling a Node Starting a Node

What does the status of a node or cluster indicate?

Configuring Global Settings

Configuring Change History Configure Logging Credential Manager Database Settings Configuring Email Notifications Registering an Application for Exchange Online Email Delivery

Registering and configuring an application through Azure Active Directory

Managing the Collection of Additional Attributes Configuring IT Security Search Configuring a NAS Host Device Configuring Server Error Notification Managing Tenant Applications Managing the Logon Configuration

Customizing the Configuration Manager View

Understanding Discoveries

Defining the Data Collection (Discoveries) Multi-Factor Authentication Discovery Credential Limitations Best Practices for Creating Discoveries Improving the Performance of Your Discoveries

Adding a Node Improving the Performance of a Node

Discovery Permission Requirements

Detailed permissions for Enterprise Reporter discoveries Permissions for Enterprise Reporter discoveries on NAS devices Permissions for Enterprise Reporter tenant applications CM Understanding Discoveries.04.12.html

Creating Discoveries

Step 1. Create the Discovery (Name)

Configuring Tenant Applications for Cloud Discoveries

Step 2. Choose what to include in your discovery (Scopes)

Scopes: An Overview How Scopes Affect Tombstoning Using the Browser to Include and Exclude Scopes Including Objects in Your Scope Importing Computers to Your Scopes Refining Your Scope with Exclusions Filtering in the Browser Using Queries to Define Your Scopes Using Subnets to Define Your Scopes Using Subnet Credentials

Step 2a. Choose scopes for your on-premises discoveries

Choosing your Active Directory Scopes

AD Discovery: Include scopes AD Discovery: Optionally refine your scope list with exclusions AD Discovery: Optionally select one or more domain controllers AD Discovery: Decide what to collect from any domain in the discovery

Choosing your Computer Scopes

Computer Discovery: Include scopes Computer Discovery: Optionally refine your scope list with exclusions Computer Discovery: Decide what to collect from any computer in the discovery

Choosing Your Exchange Scopes

Exchange Discovery: Include Scopes Exchange Discovery: Optionally refine your scope list with exclusions Exchange Discovery: Optionally select a domain controller Exchange Discovery: Decide what to collect from any server in the discovery

Choosing Your File Storage Analysis Scopes

File Storage Analysis Discovery: Include scopes File Storage Analysis Discovery: Optionally refine your scope list with exclusions File Storage Analysis Discovery: Decide what to collect from any server in the discovery File Storage Analysis Discovery: Configure NAS Host Devices

Choosing Your Microsoft SQL Scopes

MS SQL Discovery: Include scopes MS SQL Discovery: Optionally refine your scope list with exclusions (Scope Exclusions and Global Exclusions)

Choosing Your NTFS Scopes

NTFS Discovery: Best Practices NTFS Discovery: Include scopes NTFS Discovery: Optionally refine your scope list with exclusions NTFS Discovery: Select your global scopes NTFS Discovery: Decide what to collect from any computer in the discovery NTFS Discovery: Configure NAS Host Devices NTFS Discovery: Configure your file collection

Choosing Your Registry Scopes

Registry Discovery: Include scopes Registry Discovery: Optionally refine your scope list with exclusions Registry Discovery: Select your global scopes Registry Discovery: Decide what to collect from any computer

Step 2b: Choose scopes for your cloud discoveries

Choosing Your Azure Active Directory Scopes

Azure AD Discovery: Decide what to collect from the tenant in the discovery

Choosing Your Azure Resource Scopes

Azure Resource Discovery: Include Scopes Azure Resource Discovery: Optionally refine your scope list with exclusions Azure Resource Discovery: Decide what to collect from the subscriptions in the discovery

Choosing Your Exchange Online Scopes

Exchange Online Discovery: Decide what to collect from the tenant in the discovery

Choosing Your Microsoft Teams Scopes

Microsoft Teams Discovery: Include Scopes Microsoft Teams Discovery: Decide what to collect from the subscriptions in the discovery

Choosing Your OneDrive Scopes

OneDrive Discovery: Include Scopes OneDrive Discovery: Optionally refine your scope list with exclusions OneDrive Discovery: Decide what to collect from the drives in the discovery

Choosing Your SharePoint Online Scopes

SharePoint Online Discovery: Include Scopes SharePoint Online Discovery: Optionally refine your scope list with exclusions SharePoint Online Discovery: Decide what to collect from the tenant in the discovery

Step 3. Schedule your Discovery

Run your discovery once Run your discovery on a daily interval Run your discovery on specified days of the week Run your discovery on a specified day of the month Run Your Schedule Yearly Enabling and Disabling Discovery Schedules

Step 4: Review the summary

Managing Discoveries

How is a Discovery Processed?

Types of Tasks Manually Running a Discovery

Viewing your Discoveries

Navigating the Manage Discoveries Pane Viewing the History of a Discovery What Does the Discovery Status Indicate? Viewing the Tasks for a Finished Discovery Viewing the Tasks for a Processing Discovery What Does the Task Status Indicate? Why is My View Empty? Viewing Errors and Error Suppressions Suppressing Discovery Errors Viewing Statistics Viewing a Cluster's Queue

Working with Discoveries and Tasks

Duplicating a Discovery Modifying a Discovery Canceling a Task or Discovery Deleting a Discovery

Troubleshooting Issues with Enterprise Reporter

Problems Opening the Consoles Troubleshooting connectivity issues

Restoring a connection to the Enterprise Reporter Server Restoring a connection to the Enterprise Reporter database

Troubleshooting Connection Timeouts Troubleshooting credential change failures Auditing Enterprise Reporter Activity Resolving Configuration Manager Issues

Node Deployment Issues Dealing with Unassociated Nodes Dealing with Faulted Nodes Problems Deleting a Node Changing the Node Logging Level Changing the Size of the Node Log Files

Scope Enumeration Issues Data Collection Issues

Computer Discovery Errors

Troubleshooting Features in Enterprise Reporter

Exporting Logs from the Configuration Manager Viewing information about your Enterprise Reporter configuration Viewing Errors and Statistics for Tasks

Moving the Enterprise Reporter database Disaster Recovery

Backing up Enterprise Reporter Deploying Enterprise Reporter to another computer after a disaster Checking the Enterprise Reporter configuration after recovery

Appendix: PowerShell cmdlets

What is Microsoft Windows PowerShell? What are cmdlets? Registering Enterprise Reporter cmdlets Adding the snap-ins automatically to new sessions Enterprise Reporter cmdlets Enabling Enterprise Reporter cmdlets Loading the Enterprise Reporter cmdlets Using cmdlets to manage clusters and nodes

Creating a cluster Creating a node Disabling a node Enabling a node Finding a node by name Piping cmdlets Finding a cluster by name Disabling a cluster Enabling a cluster

Using cmdlets to manage discoveries

Getting job information Creating a job Running a job Scheduling a job Deleting a job

Using cmdlets to run reports

Connecting to the server Getting report information Exporting a report definition Importing a report definition to a category Generating a report with data

Appendix: Encryption Key Manager

Starting the Encryption Key Manager Generating a key file Importing a key file Exporting a key file Resetting credentials

Appendix: Log Viewer

Starting the Enterprise Reporter Log Viewer Finding and opening log files Viewing and searching log file entries Filtering log file entries

Restoring a connection to the Enterprise Reporter Server

There are a number of reasons why a Enterprise Reporter server may be down. When a console loses its connection to the server, it becomes unusable and must be restarted. All users connected to the Enterprise Reporter server are affected. You should check the following connections:

•

Ensure that the computer hosting the server is turned on and running properly.

•

Ensure that the Enterprise Reporter server service is running. If necessary, restart it using the Services console.

•

Ensure that you can reach the host computer over your network.

•

Ensure that the server host computer meets the minimum system requirements.

If the server has gone down and been restored since you last logged in, then the next time you connect, you will be informed that the server went down. If you are the main Enterprise Reporter administrator, this allows you to be aware that your server has had issues. Intermittent failures over time may be due to instability in your network, problems on the server’s host computer, or your SQL Server deployment.

Restoring a connection to the Enterprise Reporter database

If your server has lost its connection to the database, you can still open a console and connect to the server, but functionality will be limited. You will be unable to create discoveries, run reports or modify your configuration. Ensure that the SQL Server hosting the Enterprise Reporter database is running, and that the server can access it.

The Report Manager maintains a direct connection to the SQL Server database, so ensure that the console’s computer can also access the SQL Server.

Troubleshooting Connection Timeouts

As Enterprise Reporter processes your requests, constant communication with the database is required. Depending on your network configuration, your Enterprise Reporter deployment, and the power of your SQL Server host, the solution for timeout issues may vary.

You can fix timeout issues by either increasing the timeout in Enterprise Reporter, or by investigating any systemic or deployment issues. For example, perhaps your SQL Server where the database is hosted is underpowered, or you have located your Enterprise Reporter server physically distant from your SQL Server.

There are the following settings for each timeout configuration:

•

Connection timeout
This is the amount of time given to make the initial connection to the database each time communication is needed. This is less likely to need adjustment. Timeouts are more likely due to SQL Server® or network issues than Enterprise Reporter specific problems. However, if you continually are seeing timeout errors, try increasing this setting.

•

Command timeout
This is the amount of time allowed for the database to process requests. If you are getting timeout error messages during data collection, increase this setting.

There are two types of database timeout settings in the Configuration Manager:

•

Enterprise Reporter Server timeout
You can increase the timeout between the Enterprise Reporter server and the database. If a timeout occurs, you will see a warning dialog box, indicating that this has occurred.

•

Cluster timeout
You can increase the timeout between the nodes in the cluster and the database. This is useful when a collection fails due to a timeout, which is indicated by an error on the discovery task. For information on viewing the error, see Viewing Errors and Error Suppressions . For information on changing the cluster timeout, see Modifying a Cluster .

To change the database timeout settings for the Enterprise Reporter Server

1

Click Configuration.

2

Click Manage database settings.

3

To change the time allowed to establish a connection, modify the Connection Timeout.

4

To change the time allowed to process a database command, modify the Command Timeout.

To change the database timeout settings for a specific cluster

1

Click Manage Discovery Clusters.

2

Select the cluster to update.

3

Click the Cluster Details tab.

4

To change the time allowed to establish a connection, modify the Connection Timeout.

5

To change the time allowed to process a database command, modify the Command Timeout.

Troubleshooting credential change failures

Each credential in the Credential Manager has three parts—an account name, a password, and an optional description—you can change any of them. While most changes are processed smoothly, occasionally issues in the network environment may prevent changes from being applied. When a change fails, you must determine the reason, and manually make the changes.

If you have to manually change a credential on a node, you should ensure that there are no discoveries running or queued before making the change. Change the credentials using the Services console on the host computer, then restart the service. Verify that the node started in the bottom pane of the Manage Discovery Clusters page. Restart any discoveries you canceled.

Once you have changed credentials, review the following:

•

If a node fails to start, ensure the credentials have local administrator access on the node host computer, and check that the credentials you provided are valid.

•

If a discovery fails, ensure that the new credentials have read access on the targets of any discovery. Check the discovery to see if it using the default node credentials or if credentials are specified. Ensure that the credentials you provided are valid.

•

If an cloud discovery fails, (indicating that the tenant cannot be null), ensure that the related tenant application has been reconfigured. For more information, see Configuring Tenant Applications for Cloud Discoveries .

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