Enterprise Reporter 3.6 - Quick Start Guide

Create/Connect Your Enterprise Reporter Database Configure Enterprise Reporter Licenses Activating or Updating Your License Create Your First Enterprise Reporter Cluster and Node

Step-By-Step Walkthroughs

Pre- and Post-Migration Assessment

Configure a cluster for data discovery Create a discovery to define the data collection Run the discover to collect the data Run the reports you want and export them

Manage Compliance

Modifying an Existing Report Scheduling the Discovery Scheduling Report Delivery to Recipients

Changing History Reporting

Add Another Node to a Cluster Enable Change History for the Computer Discovery Type Create and Schedule a Discovery Scheduling the Report

File Storage Consolidation

Configure a Cluster to Perform the Data Discovery Create Discoveries to Define the Data Collection Run the Discoveries to Collect the Data Run the Reports You Need

Microsoft 365 and Microsoft Entra ID Reporting

Setup Enterprise Reporter Microsoft Entra Applications for Microsoft 365 Discoveries Create a Discovery to Define the Data Collection Run the Discovery to Collect the Data Run the Reports

System Requirements

Before installing Enterprise Reporter, ensure that your system meets the minimum hardware and software requirements. See the Enterprise Reporter Release Notes for details.

Minimum permissions for installing Enterprise Reporter

During your first installation, when you install the Enterprise Reporter server, there are two sets of credentials that you need to supply, as well as optional SQL credentials. This table outlines what the credentials are used for, and what permissions they require.

Table 1. Credential Use and Required Permissions
Credentials	Used For	Permissions Needed
Logged in user	Installing the components of Enterprise Reporter	Administrator access on the local computer.
	Creating the Enterprise Reporter database, roles and logins on the SQL Server® (unless SQL credentials are provided)	Must have the right to create databases, logins and groups.
	Creating the security groups	Depends on the type of groups that are chosen, but must have the right to create groups in the chosen environment.
	Securing the Configuration Manager and the Report Manager. The logged in user is added to the Reporter_Discovery_Admins, Reporter_Reporting_Admins, Reporter_Reporting_Operators, and Reporter_Discovery_Nodes security groups as an administrator for both consoles when installing the server.
Service Account Supplied during installation	Installing and running the Enterprise Reporter server	Login as service right is conferred on the service account by the logged in credentials during installation.
	Connecting to the Enterprise Reporter database (unless SQL permissions are provided)	Read and write permissions are automatically granted during database creation.
	Securing the Configuration Manager and Report Manager. The service account is automatically added to the Reporter_Discovery_Admins, Reporter_Reporting_Admins, Reporter_Reporting_Operators, and Reporter_Discovery_Nodes security groups when installing the server.
Optional SQL credentials Supplied during installation	Can be used to create the Enterprise Reporter database	Must have the right to create databases, logins and groups.
Optional SQL credentials Supplied during installation	If supplied, are used to connect the database by the Enterprise Reporter server.	Read and write permissions are automatically granted during database creation.

Kerberos Requirements

If the network is using Kerberos for authentication, then there is an option to enter a UPN or SPN for both the Enterprise Reporter server and the node during install. This allows the node and Enterprise Reporter server to communicate in a Kerberos only environment.

Port Requirements

For the Enterprise Reporter components to communicate, some ports must be open.

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The default port used for communication between the server and the consoles is 7738. This port is also used by the nodes to access the server. The port is configured during installation of the server, and is required in the connection dialog box for both the Configuration Manager and the Report Manager.

You can view the port currently in use on the Information page in the Configuration Manager, and the System Information tab in the Report Manager.

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The default port used for communication from the Enterprise Reporter server to the nodes is port 7737. This port may be configured during installation.

The following figure shows the ports that are used by the various Enterprise Reporter components.

Figure 2. Ports used by Enterprise Reporter components.

*For more information on ports used when creating a discovery, see Table 2.

**For more information on ports used during data collections, see Table 3.

The following table shows the ports used by all of the Enterprise Reporter components.

Table 2. Ports used by Enterprise Reporter components
			Configuration Manager	Report Manager	SQL Server	ER Server	ER Nodes
Application	Port	Type	Components
FTP	20, 21	TCP		X
SMTP	25	TCP	X	X		X
WINS / NetBiOS Name Resolution	42	TCP UDP				X
DNS FQDN Resolution	53	TCP UDP	X	X		X
Kerberos	88	TCP UDP	X			X
RPC Service & Endpoint Mapper / WMI	135	TCP UDP	X
NetBIOS Name Service	137	UDP				X
NetBIOS Datagram (browsing)	138	UDP	X
LDAP	389	TCP UDP	X
SQL	1433	TCP		X	X	X	X
SQL Server Browser Service	1434	TCP UDP	X	X
Enterprise Reporter Node	7737	TCP				X	X
Enterprise Reporter Server	7738	TCP	X	X		X	X

The following table outlines the ports used by all of the Enterprise Reporter discoveries.

Table 3. Ports used by Enterprise Reporter discoveries
			Active Directory	Microsoft Entra ID	Azure Resource	Computer	Exchange	Exchange Online	File Storage Analysis	Microsoft Teams	NTFS	OneDrive	Registry	SharePoint Online	SQL Server
Application	Port	Type	Discoveries
WINS / NetBiOS Name Resolution	42	TCP UDP	X			X	X		X		X		X
DNS FQDN Resolution	53	TCP UDP	X			X	X		X		X		X
HTTP	80	TCP		X	X		X*	X		X		X		X
Kerberos	88	TCP UDP	X			X	X*		X		X		X
RPC Service & Endpoint Mapper / WMI	135	TCP UDP				X			X		X		X		X
NetBIOS Name Service	137	UDP	X			X	X		X		X		X
Remote Registry	139	TCP				X	X		X		X		X
ICMP						X			X		X		X
LDAP	389	TCP UDP	X			X	X		X		X		X
HTTPS	443	TCP UDP		X	X					X		X		X
SMB / Remote Registry	445	TCP	X			X			X		X		X		X
LDAP Secure	636	TCP	X
DCOM on XP/2003 and below (uses an open port in this range)	1024 - 5000	TCP UDP				X	X		X		X				X
SQL	1433	TCP	X	X	X	X	X	X	X	X	X	X	X	X	X
SQL Server Browser Service	1434	UDP													X
LDAP GC	3268	TCP	X				X
WinRM	5985 5986	TCP UDP					X	X
DCOM on Vista/2008 and above (uses an open port in this range)	49152 - 65535	TCP UDP		X	X	X	X		X		X				X