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Discovery Configuration Console

Discovery Configuration Console

Use the Discovery Configuration Console to manage what kind of CIs and CI information you want to discover.

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

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.
The Discovery Configuration Console

Device discovery

Disabling the discovery of device data at the top level disables the related port probes and pattern libraries. 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 and pattern libraries.

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. The probes that belong to this classifier, including the Horizontal Pattern probe that launches patterns, never launch.

Software discovery

Filtering out the discovery of software based on the keywords they contain affects all software packages on Windows and UNIX computers. A keyword can be any term that is present in a software package name.

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

Affects on Discovery tables

This table shows you what is disabled in Discovery tables when you use the Discovery Configuration Console.

When you disable Field disabled
Top level device categories, such as:
  • Network Devices
  • Windows Servers & Computers
  • Unix Servers & Computers

The CIs field is disabled on the Port probes [discovery_port_probe] table.

The Port probes [discovery_port_probe] table is referred to from the Protocol Category [discovery_category_protocol] table.

Device classes, such as:
  • Windows 2008 Servers
  • Linux Servers

The Active field is disabled on the Classifiers [discovery_classy] table for the related classifier.

The Classifiers [discovery_classy] table is referred to from the Device Classification Category [discovery_category_device_class] table.

Device info, such as:
  • Network Device Exploration
  • Windows Storage

The Active field is disabled on both the Classifier Probes [discovery_classifier_probe] and the Discovery Patterns [sa_pattern] tables for the related probe or pattern library that performs the identification and exploration of the CI.

These tables are referred to from the Device Info Category [discovery_category_device_info] table.

Applications

The Active field is disabled on the Process Classifiers [discovery_classy_proc] table for the related process classifier.

The Process Classifiers [discovery_classy_proc] table is referred to from the Application Category [discovery_category_appl] table.

Note: If you use patterns for discovery, and you disable the discovery of device classes or device information, the system disables the pattern libraries that collect the device information. For example, if you have a Windows pattern in which you create a shared library that collects OS information, and then you disable the collection of OS data, the shared library that collects OS data is disabled. See Reuse a shared step library for more information about the shared library operation.

Exclude CIs from discovery

Use the Discovery Configuration Console to determine which devices and applications to exclude from discovery.

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. 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.

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