In addition to using the built-in Assessment provided by Quest, you can create your own Assessments based on available Discoveries.

To create an Assessment:

  1. From the All Assessments tab click Create.

  2. Select the Workload (Active Directory or Entra ID)

  3. Enter an Assessment Name and Description.

  4. If you want to Automatically add Discoveries as they are released by Quest, check this box.

    NOTE: If you check this box and all pre-defined Discoveries that are provided by Quest will be added to the Assessment as they become available.

  5. Click Select Discoveries to display a list of available Discoveries for the workload.

  6. Select each Discovery you want to add to the Assessment, then click Select.

  7. For Domains or Tenants (depending on the workload you selected), select the Active Directory domains or Entra ID tenants that you want to Run this Assessment for. Use the information in the following table for guidance.

    Option Steps to Complete
    Only selected domains
    OR
    Only selected tenants

    • Select Only selected domains or Only selected tenants from the drop-down.

    • Click Select Domains or Select Tenants and select each domain or tenant you want add to the Assessment, then click Select.

    The selected domain(s) or tenant(s) will display in the list.

    All except selected domains OR
    All selected tenants

    • Select All except selected domains or All except selected tenants from the drop-down.

    • Click Exclude Domains or Exclude Tenants

    • Select the domain(s) or tenant(s) you want to exclude from the Assessment.

    • Click Exclude.

    Excluded domains or tenants will display in the list. However, when you view the Assessment, all domains or tenants will display and those that are excluded are identified in the Status column.

    All domains

    OR

    All tenants

    Select All domains or All tenants.

    All domains or tenants configured for your organization will display in the list.

  8. Click Save.