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Enterprise Reporter 3.2.2 - Configuration Manager User Guide

Table of Contents

Product Overview

Key Features of Enterprise Reporter Components of Enterprise Reporter 3.2.2

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 Knowledge Portal

Enterprise Reporter Architecture Summarizing the Workflow

Understanding Discoveries

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

Creating Discoveries

Step 1. Create the Discovery 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 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: 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 Office 365 discoveries

Choosing Your Azure Active Directory Scopes

Azure AD Discovery: Configuring Enterprise Reporter Applications for Azure Azure AD Discovery: Decide what to collect from the tenant in the discovery

Choosing Your Azure Resource Scopes

Azure Resource Discovery: Configuring Enterprise Reporter Applications for Azure 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: Configuring Enterprise Reporter Applications for Azure Exchange Online Discovery: Decide what to collect from the tenant in the discovery

Choosing Your Microsoft Teams Scopes

Microsoft Teams Discovery: Configuring Enterprise Reporter Applications for Azure Microsoft Teams Discovery: Include Scopes Microsoft Teams Discovery: Decide what to collect from the subscriptions in the discovery

Choosing Your OneDrive Scopes

OneDrive Discovery: Configuring Enterprise Reporter Applications for Azure 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

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

Configuring the Configuration Manager

Starting the Configuration Manager Finding Answers and Getting Help An 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 Details

Logged In User Details

Server Service Credential Details

Setting Up Your First Collection Computers

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

Modifying your Deployment

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 a Node's 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

Improving the Performance of Your Discoveries

Adding a Node Improving the Performance of a Node

What does the status of a node or cluster indicate? Using the Credential Manager

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

Changing the Credentials used by the Enterprise Reporter Server Configuring Global Settings

System | Configuration Tips for Customizing the Configuration Manager Views

Global Discovery Settings

Configuring Change History Managing the Collection of Additional Attributes Configuring IT Security Search Managing the Logon Configuration Configuring a NAS Host Device Configuring Server Error Notification Using the Tenant Application Manager Configuring Email Notifications

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

Back Up of Enterprise Reporter How to Deploy Enterprise Reporter to Another Computer After a Disaster Checking the Enterprise Reporter Configuration After a 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 jobs (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 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

Configuring Email Notifications

Enterprise Reporter can be configured to send email notifications that indicate when nodes and discoveries change state and may need administrator intervention.

To configure email notifications

1

On the System | Configuration page, click Manage email notifications.

2

Enter the Host name or IP address.

3

Enter the Host port number.

4

Click the ellipsis (...) to use the Credential Manager to enter and select the credentials required to access the mail server. For more information, see Using the Credential Manager .

If you need to remove the credentials, click Clear.

If you want to test the Host configuration, press Click to test your connection.

5

Enter the email address to be displayed as the sender of the notifications.

6

Enter the email addresses of the people to receive the notifications (separated by commas or semicolons).

7

If there are any email address errors, fix them.

Optionally, click View email address format errors to display the errors.

8

Optionally, select Send notifications on node state changes.

9

Optionally, select Send notifications on discovery state changes.

10

If Send notifications on discovery state changes is selected, select Send all to send email notifications for every discovery state change.

If Send notifications on discovery state changes is selected, select Send only failures to send email notifications only for only discovery state changes that are failures.

Troubleshooting Issues with Enterprise Reporter

•

Problems Opening the Consoles

•

Troubleshooting Connectivity Issues

•

Troubleshooting Connection Timeouts

•

Troubleshooting Credential Change Failures

•

Auditing Enterprise Reporter Activity

•

Resolving Configuration Manager Issues

•

Troubleshooting Features in Enterprise Reporter

•

Moving the Enterprise Reporter Database

•

Disaster Recovery

Problems Opening the Consoles

If you have UAC enabled, ensure that you have Administrator permission to open the console at an elevated level.

To open a console, you must be assigned one of the Enterprise Reporter roles.
Technical Documentation.

If you are unable to log into the Configuration Manager, verify the type of groups you have selected during installation and how you are adding accounts to those groups to give them access to Enterprise Reporter.

Technical Documentation.

Troubleshooting Connectivity Issues

Each console maintains connections to the Enterprise Reporter server and to the SQL Server® database that stores Enterprise Reporter data. A loss of either connection causes problems. Figure 6 outlines the connections between the components and the server and database.

Figure 6. Connections between components and the server and database.

Topics:

•

Restoring a Connection to the Enterprise Reporter Server

•

Restoring a Connection to the Enterprise Reporter Database

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