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Discovery Quick Start

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Discovery Quick Start

Discovery Quick Start is a wizard that helps you get up and running with Discovery quickly. Use Discovery Quick Start tasks to discover IP ranges, or subnets, in your environment and then to identify the configuration items (CI) in those subnets.

Before using Discovery Quick Start, install and validate MID Servers. See MID Server installation for details.

Configure and schedule subnet discovery

Subnet discovery finds all the subnets in your environment to determine available IP ranges and to ensure that there are MID Servers available to access these ranges.

Before you begin

Role required: discovery_admin

About this task

The goal of this phase is to discover all the subnets in your network. To do this, Discovery must have the correct SNMP credentials to identify the routers it encounters. Using the credentials you provide, Discovery begins by reading the router tables of the router connected to the MID Server to identify connected routers. Discovery then moves outward through the network from router to router until it has discovered all the local subnets.

After Discovery identifies the subnets, it automatically assigns the IP ranges of these subnets to qualified MID Servers in preparation for the CI discovery phase.

Procedure

  1. Navigate to Discovery > Home.
    The first time you access Discovery Home, a welcome screen appears. After you have configured subnet discovery and run the schedule, Quick Start shows the subnet results information.
  2. Click Discovery Quick Start to begin configuration.
    Start Quick Start
    Note: If you did not set up a MID Server yet, click MID Server Guided Setup when prompted to create the MID Server user, download and install the MID Server, and validate it. Links in Guided Setup return you to Discovery Quick Start to continue configuring subnet discovery. For more information about using the guided setup interface, see Using guided setup.
    MID Server setup link
  3. In the Select MID Servers tab, select qualified MID Servers for subnet discovery.
    1. Move the MID Servers you want to use for subnet discovery from the Available column to the Selected column.
      Available MID Servers must meet these requirements:
      • Be configured and in an Up state.
      • Be validated.
      • Have the Discovery application attached or ALL applications configured.
      MID Server selection screen
    2. If you want Discovery to use all new MID Servers that meet the setup criteria, select the Automatically include new MID Servers option.
    3. Click Next.
  4. In the Add Credentials tab, add credentials for the routers you are going to discover.
    This tab shows any SNMP credentials that are already configured. Routers that appear in the Targeted Routers list are default gateway routers to which the MID Server host is connected.
    Note: You can return to this phase after creating a schedule to add credentials.
    SNMP credentials for routers
    1. Click New to add SNMP community or SNMP V3 credentials, if necessary.
    2. If the list of targeted routers does not include all the routers you expect to use, click the plus icon and add the router by IP address.
      Add routers
    3. After you configure all necessary credentials, click Test Router Access to verify that Discovery can use your credentials to access routers.
      The gateway routers appear in the Routers column, regardless of whether the credentials can access the router. Those routers that the credentials can successfully access appear with a Success indicator. The routers that cannot be reached, appear with a Failed indicator.

      You can filter the list using the Search by IP field or by using the Reached Routers or Unreached Routers options from the View choice list.

    4. Click Next.
  5. In the Create Schedule tab, create a schedule to run subnet discovery regularly.
    Execution of this schedule performs subnet discovery and triggers IP subnet auto-assignment, in which the discovered subnets are assigned to qualified MID Servers.
    1. Complete the schedule using the fields from the list.
      Discovery schedule for accelerator
      • Active: Enables or disables this schedule.
      • Frequency: Select how often the schedule should run:
        • Daily: Run Discovery at a specified time each day.
        • Weekly: Run Discovery on one designated day of each week.
        • Monthly: Run Discovery on one designated day of the month. If the designated day does not occur in the month, the schedule does not run that month. For example, if you designate day 30, the schedule does not run in February.
        • Once: Run Discovery once on the designated date and time.
        • Periodically: Run Discovery every designated period of time. Use the Repeat Interval field to define the period of time in days, hours, minutes and seconds. The first discovery runs at the point in time defined in the Starting field. The subsequent discoveries run after each Repeat Interval period passes.
      • Cancel Discovery if longer than: Terminate the Discovery process if it exceeds the specified duration. Discovery might run for an excessive amount of time based on multiple factors, including the size of your network.
        Note: Any MID Server processing taking place when Discovery is canceled is allowed to complete. However, all output records that MID Servers have not picked up are canceled.
    2. Click one of these:
      • Finish and Run saves the schedule and runs discovery immediately.
      • Finish saves the schedule. Discovery then runs at the interval specified in the schedule.
  6. View subnet discovery results.
    Subnet Discovery results
    1. Click each tile for details.
      If subnet Discovery did not yet run, each of these tiles shows 0.
      • Reached Routers: The number of routers that Discovery was able to access and discover.
      • Unreached Routers: The number of routers that Discovery was not able to access.
      • Found Subnets: The number of subnets that Discovery found.
      • Assigned Subnets: IP subnets that were assigned to at least one MID Server.
      • Unassignable Subnets: IP subnets that were not assigned to any MID Servers.
    2. Click Edit Schedule to return to the Select MID Servers tab.
    3. Resolve any issues with subnet discovery by returning to the Router Access page and making sure each credential is configured correctly. Also test router access for each credential.
    4. Click Advanced View to see the Automation Status Set form.
      This form displays detailed results for both subnet discovery and the automatic assignment of IP ranges.

Configure and schedule CI discovery

Using the credentials you provide, the Quick Start wizard finds all the configuration items (CI) for the IP ranges identified during subnet discovery.

Before you begin

Role required: discovery_admin

You should perform this procedure after you complete Configure and schedule subnet discovery in the Discovery Quick Start.

About this task

The goal of this phase is to create the schedules necessary to discover the CIs on each subnet. Discovery Quick Start does that automatically, and then runs these schedules using the credentials you provide. You can add additional credentials at any time. Optionally, you can define locations for each of the subnet routers, and Discovery creates separate schedules for each location.

You must be familiar with the types of credentials that you need for the CIs in your network. Each CI type requires different credentials. For example, if Discovery uses patterns instead of probes, the patterns might require applicative credentials.

Review the requirements for the CI types you intend to discover. See Data collected by Discovery, and then locate the specific type of device, computer, or application.

Procedure

  1. In the Add Credentials tab in the Discovery Quick Start, create the credentials necessary to discover CIs in your network.
    1. Select the credential type you want to manage from the Type field.
      All the credentials currently configured for that CI type appear in rows of tiles.Create credentials for CI Discovery
    2. To add a credential, click New.
      The Add Credential form appears, allowing you to specify your new credential.
    3. Click Next to go to the Router Location phase.
  2. Optional: In the Assign Router Location tab, assign a location to each router that subnet discovery found.
    When you configure router locations, you have the option of creating a schedule for each location. If you do not assign locations, a single Discovery schedule is created for all your subnets. If you assign a timezone to a location, Discovery creates a schedule that runs in that location's timezone. If you do not assign a timezone to a location, the schedule for that location runs in the user's local timezone.
    Note: A subnet can belong to multiple routers. If schedules are created by location, Discovery finds subnets managed by multiple routers using multiple schedules.
    The list of gateway routers shows those devices not currently assigned to a location.
    Assign routers to locations
    1. Select the check boxes for the routers you want to assign a location.
      Use the System Location column in the table to help you assign a location to the router.
    2. Select the location in the Assign to choice list.
    3. If the location is not already in the list, click Add New Location and add the location.
    4. Ensure that the location has a timezone defined.
      Timezones allow you to create a schedule for each location based on the timezone.
    5. Click Assign.
      Note: Routers that are unassigned cannot be added to any schedules that are based on location.
    6. Click Next.
  3. Create a CI Discovery schedule.
    1. Complete the schedule using the fields in the list.
      Create a CI Discovery schedule
      • Active: Enables or disables this schedule.
      • Frequency: Select how often the schedule should run:
        • Daily: Run Discovery at a specified time each day.
        • Weekly: Run Discovery on one designated day of each week.
        • Monthly: Run Discovery on one designated day of the month. If the designated day does not occur in the month, the schedule does not run that month. For example, if you designate day 30, the schedule does not run in February.
        • Once: Run Discovery once on the designated date and time.
        • Periodically: Run Discovery every designated period of time. Use the Repeat Interval field to define the period of time in days, hours, minutes and seconds. The first discovery runs at the point in time defined in the Starting field. The subsequent discoveries run after each Repeat Interval period passes.
      • Create a separate schedule for each location: Automatically create schedules for any router locations you have configured. These schedules run on the day and time you specify, but in their own local timezone. Clear this check box to create a single schedule for all your locations that runs in the user's local timezone. This option is only available if you have configured router locations.
      • Cancel Discovery if longer than: Terminate the Discovery process if it exceeds the specified duration. Discovery might run for an excessive amount of time based on multiple factors, including the size of your network.
        Note: Any MID Server processing taking place when Discovery is canceled is allowed to complete. However, all output records that MID Servers have not picked up are canceled.
    2. Click one of these options to finish the Quick Start:
      • Finish and Run saves the schedule and runs a discovery immediately.
      • Finish saves the schedule. Discovery runs at the interval you specified in the schedule.
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