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• Enterprise Reporter 3.5.1
• Enterprise Reporter 3.5.1 - Configuration Manager User Guide

Enterprise Reporter 3.5.1 - Configuration Manager User Guide

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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

Managing Nodes

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 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

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Exchange Discovery: Optionally refine your scope list with exclusions

Exclusions refine the inclusions you have defined. You can do this optional step in conjunction with inclusions. For full details, see Refining Your Scope with Exclusions .

To explicitly exclude objects from your selected scope

1	Click Add.

2	Expand the treeview to locate the object you want to exclude.

You can press Ctrl to select multiple objects.

3	Click Exclude.

 

Exchange Discovery: Optionally select a domain controller

To enumerate your domain, Enterprise Reporter looks to the domain controller. Depending on the domain controller chosen, the time it takes to perform the collection may vary. You can either allow Enterprise Reporter to choose the first available domain controller returned by Active Directory, or you can select one that will optimize collection time. In this case, select a domain controller located physically close to the cluster you assigned to the discovery, or one that you know is a fast computer.

To set the domain controller used to enumerate a domain

1	Add your scopes.

2	In the scopes list for the included domain you want to configure, click "...".

3	To use the first available domain controller returned by Active Directory®, select Automatic selection.

- OR -

To assign a specific domain controller, choose Select an available domain controller, and then select a domain controller from the list.

- OR -

To assign a specific domain controller from the current Sub-net, choose Select an available domain controller from current Sub-net, and then select a domain controller from the list.

4

Click OK.

Exchange Discovery: Decide what to collect from any server in the discovery

You can collect a variety of information from the computers in your discovery. Basic information from the root organization (the organization name and full LDAP path) is always collected.

The following table outlines the additional information that can be collected. Collecting additional information impacts discovery performance. Options with a high performance cost will slow discovery performance more than options with a medium or low performance cost.

 

Table 30. Exchange Discovery: Optionally collect information for the following objects

Option	Notes	Performance Cost
Mailboxes	Collects basic information for Mailboxes, Public Folder Mailboxes, and Mailbox Stores.	Medium
• Mailbox subfolders	If collecting mailboxes, you can enable this option to collect subfolders of Exchange mailboxes.	High
• Mailbox delegates	If collecting mailboxes, you can enable this option to collect mailbox delegates on Exchange mailboxes. This option excludes Mail-Enabled Users, Mail Contacts, Administrators, and Distribution Groups.	High
Mail-Enabled Users	Collects basic account information for Mail-Enabled Users.	Low
Mail Contacts	Collects basic account information for Mail Contacts.	Low
Public Folders	Collects basic information for Public Folders and, where applicable, Public Folder Stores.	Medium
• System Public Folders	If collecting public folders, you can enable this option to collect system public folders.	High
Distribution Groups	Collects basic account information for Distribution Groups.	Medium
Permissions	Collects permissions on Exchange objects such as mailboxes, public folders, organizations, administration groups, and servers. This option excludes permissions for Mail-Enabled Users, Mail Contacts, Administrators, and Distribution Groups.	Medium
• Mailbox AD permissions	If collecting permissions, you can enable this option to collect mailbox Active Directory permission information, including mailbox subfolder permissions.	High
• Mailbox Exchange permissions	If collecting permissions, you can enable this option to collect mailbox Exchange permission information.	High
• Mailbox folder permissions	If collecting permissions, you can enable this option to collect mailbox folder permission information.	High
• Public folder permissions	If collecting permissions, you can enable this option to collect public folder permission information.	High
Nested group members	Recursively collects the members of any groups found in the Exchange discovery.	High

The following options further refine how collection tasks are handled. When collecting additional attributes, especially ones with a high performance cost, consider enabling these performance options to help improve collection performance.

 

Table 31. Exchange Discovery: Performance Options

Option	Notes
Performance Options	When both sub-options are selected, one task per mailbox server is created. One additional task per object type (except Mailboxes) is also created. When neither option is selected, one task is created for the entire collection.
• Create multiple tasks per server	One task per mailbox server is created. One additional task that contains all other object types is also created.
• Create multiple tasks for each object type being created	One task per object type is created. For example, if there are Mailboxes, Distribution Groups, Mail-Enabled Users, Mail Contacts, and Public Folders, 5 tasks are created.
Mailboxes
• Include system delegates	If collecting mailboxes, you can enable this option to collect all system delegates. Disabling this option will decrease collection time by excluding system delegates with the following account names from the collection: • Domain Admins • Enterprise Admins • Organization Management • Exchange Trusted Subsystem • Exchange Servers • System • Administrator
Public Folders
Permissions
• Only collect explicit permissions	If collecting permissions, you can enable this option to collect permission information only for Exchange objects with explicit permissions.

The following options determine how target computers are resolved during discoveries.

 

Table 32. Discovery Resolution Options

Option	Notes
Resolution Options
Allow a configurable number of seconds for a target computer to respond to a ping request	Pings target computers at collection time to determine the existence of target computers on the network before processing tasks.
Resolve target computers with disjoint namespaces	Verifies the existence of target computers with disjoint namespaces by using their DNS host names and, if that fails, by using their NetBIOS names.

Choosing Your File Storage Analysis Scopes

File Storage Analysis scopes determine what information will be collected when you run the discovery. There are several steps you should take to properly design your discovery.

NOTE: Additional configuration is not required to support Pure Storage Flashblade device. See NTFS Discovery: Include scopes .

See also:

•	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

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