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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

Enabling a Node

Occasionally, a node may go offline and must be enabled. Or, you may have chosen to create the node without enabling it. To be used for discoveries, a node must be enabled.

To enable a node

1

On the Manage Discovery Clusters pane, select the cluster.

2

In the bottom pane, select the Discovery Nodes tab and select the node.

You can multi-select nodes to enable all nodes in the cluster.

3

Click Enable Node.

Starting a Node

When you start a node, it is immediately enabled, and available for processing discoveries.

To start a node

1

On the Manage Discovery Clusters pane, select the cluster.

2

In the bottom pane, select the Discovery Nodes tab and select the stopped node.

3

Click Start Node.

4

In the confirmation dialog box, optionally select Specify an alternate credential for removing the Node, select an account, and type a password.

5

Click Yes to confirm that the node should be started.

The node’s state changes to Starting until it is started and then changes to Enabled.

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 12. 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 13. 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.

Configuring Global Settings

There are several global settings on the Configuration page that you can manage for Enterprise Reporter.

•

Configuring Change History

•

Configure Logging

•

Credential Manager

•

Database Settings

•

Configuring Email Notifications

•

Registering an Application for Exchange Online Email Delivery

•

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

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