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Discovery configuration console

Discovery configuration console

Use this console to configure what Discovery data the system allows in the CMDB.

By default, Discovery finds all the information on your network that is specified in probes and patterns. Use the controls in this console to prevent Discovery from finding data that your organization does not need.

You can control these aspects of Discovery:
  • The discovery of entire CI types, such as Windows servers.
  • The discovery of specific CI details, such as OS information on Windows servers.
  • The discovery of software packages containing keyword terms that you add, such as Hotfix or Security Update.

Requirements and accessibility

If you use Internet Explorer, you must use version 8 or later. The configuration console supports keyboard navigation and screen readers.

Console overview

Use the switches in the console to determine if a configuration item (CI) is discovered. The switch turns gray when an item is excluded. When you configure Discovery to ignore a CI, the instance disables the probe or classifier that explores that CI.
Note: This action does not deactivate the probe or classifier for general use across the system. The item remains available for other processes.
The console is divided into these sections:
  • Devices: network devices such a printers, storage devices such as storage switches, and Unix and Windows computers.
  • Applications: automation applications such as Puppet, databases such as MSSQL, and web servers such as Tomcat.
  • Software Filter: Unix and Windows applications that include or exclude keywords that you enter.
Figure 1. Discovery configuration console

Device Discovery

You can prevent the discovery of network devices, storage devices, and computers. Blocking device data at the top level disables the related port probes. For example, blocking Network Devices disables the SNMP port probe. Blocking devices at the second level of the hierarchy has the following effects:
  • Device class categories disable classifiers.
  • Device info categories disable probes executed by classifiers.

Data blocked at the second level of the hierarchy effects the nested subclasses. For example, if you block Windows Servers & Computers data, the system also blocks data from nested subclasses, since those classes are all dependent on the port probes that are disabled.

Application Discovery

Disabling the discovery of application data affects all host devices on which the application runs. For example, if you configure Discovery to ignore databases, no information is gathered for either Linux or Windows databases. Conversely, if you configure the system to ignore a device type, such as a Windows server, no databases running on that server are explored, even if they are configured to be discovered. The instance cannot identify the applications running on a server until it first discovers that server.

When you exclude an item from the Applications section, the system disables the relevant process classifier.

Software Discovery

You can configure which Windows and UNIX software packages identified by Discovery are stored in the CMDB.

Discovery provides configurable lists of keywords it can use to filter software packages for Windows and UNIX operating systems. A filtering keyword can be any term that is present in a software package name that you want to use to filter the results of a Discovery. You can choose to include or exclude packages with names that contain the keywords defined in these lists.

Keywords for filtering software are stored in the Software Filter Keys [discovery_spkg_keys] table. The following default keywords are provided for Windows:
  • Hotfix
  • Language Pack
  • Security Update
Note: The system does not provide default filtering keywords for UNIX software.

Affects on Discovery tables

Exclude CIs from Discovery

Use the Discovery configuration console to determine which device configuration items (CI) are added to the CMDB.

Before you begin

Role required: discovery_admin, admin

Procedure

  1. Navigate to Discovery > Discovery Definition > Configuration Console.
  2. If you want to exclude specific devices and device information, expand the category for the device types.
  3. To see what applications can be disabled, hover your cursor over the application type.
  4. Click the switch to turn off the CIs you do not want to discover.
    The instance creates an update set record for any change you make to the console.

Filter software to discover

Use the Discovery configuration console to filter the software you add to the CMDB.

Before you begin

Role required: discovery_admin, admin

About this task

The instance creates an update set record for any change you make to the console.

Procedure

  1. Navigate to Discovery > Discovery Definition > Configuration Console.
  2. In the Software Filter panel, select the tab for the operating system you want, either Unix or Windows.
  3. Add or delete keywords for filtering software packages.
    1. To add a keyword, enter it in the field provided and click New Key.
    2. To delete a keyword, click the red + icon to the right of the keyword.
    Discovery looks for software packages containing these terms in the selected operating system and either includes or excludes them from the CMDB. The system does not provide default keywords for filtering UNIX software packages, but provides these default keywords for Windows:
    • Hotfix
    • Language Pack
    • Security Update
  4. Select whether to Include or Exclude software packages with the keywords in their names.
    • Include: Only add software packages that match the keywords.
    • Exclude: Add all software packages except those matching the keywords.
  5. You can switch off the software filter for either UNIX or Windows.

    When the filter is disabled for an operating system, all discovered software packages for that operating system are added to the CMDB, with no filtering applied.

Discovery configuration console processing

When you use the configuration console to disable Discovery for specific configuration items (CI), the system disables probes or classifiers and prevents Discovery from adding those CIs to the CMDB.

This table illustrates how the system configures Discovery elements to prevent CIs from being added to the CMDB.

Table 1. Background processing for configuration console
Category table Example Reference table Field Description
Protocol Category [discovery_category_protocol] Top level Device categories, such as:
  • Network Devices,
  • Windows Servers & Computers
  • Unix Servers & Computers
Port probes [discovery_port_probe] active_discover_cis Turning off this field prevents Discovery from attempting to use that protocol to discover CIs, but allows port probe to be used elsewhere for scanning.
Device Classification Category [discovery_category_device_class] Everything under the label Discover by Device Class, such as
  • Windows 2008 Servers
  • Linux Servers
Classifiers [discovery_classy] disabled Turning off this field disables the respective classifier. See the Disabling classifiers section below the table for more information.
Device Info Category [discovery_category_device_info] Everything under the label Discover by Device Info, such as:
  • UNIX ADM
  • Windows Software
Classifier Probes [discovery_classifier_probe] active Turning off this field only determines which probes are triggered by a certain classifier and does not turn off the actual probe. The probe is still available for use elsewhere, but is not available to the classifier for which it was disabled.
Application Category [discovery_category_appl] Everything in the Applications panel Process Classifiers [discovery_classy_proc] active Turning off this field disables the respective classifier.

Disabling classifiers

Disabling Discovery for a specific configuration item does not prevent Discovery from finding the CI, but prevents the system from classifying and entering the CI into the CMDB. The system stops Discovery when the disabled classifier is detected. This prevents the system from skipping a higher order of classification and identifying the CI at a lower level of classification. For example, if you disable Discovery of Windows 2008 Servers in the console, the system stops Discovery when it detects the disabled server classifier and does not run the Windows Computer classifier.