Choosing a Discovery Strategy
Different network environments require different discovery strategies. This page helps you choose the right approach based on your network topology, security requirements, and device types.
Standard Networks
For standard network hardware plus PC discovery on a single-segment network:
- Use the application server as the Collection Server (the default configuration)
- Use the default menu options to run discovery (Discover a Location or Discover a Computer/IP Range)
- Optionally configure the discovery scripts to include PCAnalyser, WMI, or Remote Registry for additional data collection
This covers the majority of installations with a single site and straightforward network topology.
Remote and Mobile Users
Choose logon script discovery when:
- Desktop machines have different local administrator passwords that prevent a single Credential Pack from working
- Remote laptop users (e.g., salespeople) only connect to the network occasionally
- Firewalls or NAT prevent the Collection Server from initiating connections to target machines
With logon scripts, the PCAnalyser agent runs each time a user logs on, sending data back to the Collection Server share. No remote administrative access is needed.
Multiple Network Segments
When separate networks exist that are not visible to each other:
- Install a Collection Server on each network segment
- Connect each Collection Server to the application server either:
- Through a web services login (if network connectivity exists between the servers)
- By manually copying discovery files from the Collection Server back to the application server (for air-gapped networks)
Unix, Linux, and Mac Discovery
For non-Windows operating systems, choose SSH technology:
- The discovery engine connects via SSH and runs commands to collect hardware and software data
- If root access is needed for full discovery, configure credential escalation (su or sudo)
Root/Sudo Access Configuration
Two methods are available for privilege escalation, both requiring two Credential Packs -- one for SSH login and one for root:
| Method | How It Works | Credential Pack Naming |
|---|---|---|
| Named packs | Add "ROOT" to the SSH pack name to create the root pack | SSH pack: UX, Root pack: UXRoot (no space) |
| Matched packs | Create a second pack of type "Unix and Linux Switch User" | Automatically matched during discovery |
Note: If the root Credential Pack uses the username
sudo, the system usessudoinstead ofsu, responding to each sudo prompt automatically.
XDSL Configuration for Root Access
The discovery script must include this line in its settings section for privilege escalation to work:
SWITCHUSERCREDENTIALPACK=*ROOT
And the corresponding Credential Pack must exist with the correct naming convention.
Network Devices (SNMP)
For switches, routers, firewalls, and other network devices, configure SNMP discovery with:
- The appropriate SNMP version (v1, v2, or v3)
- A Credential Pack containing the community string or SNMP v3 credentials
- The IP range Technology field set to "Network Devices"
See SNMP Discovery for detailed configuration.
Strategy Summary
| Scenario | Recommended Strategy |
|---|---|
| Single site, Windows machines | Default agentless (WMI + PCAnalyser) from application server |
| Remote/mobile laptops | Logon script discovery |
| Multiple isolated networks | Separate Collection Servers per segment |
| Unix/Linux/Mac | SSH-based agentless discovery |
| Network devices | SNMP discovery with appropriate Credential Packs |
| Air-gapped or disconnected networks | USB stick discovery or manual PCAnalyser runs |
| SQL Server instances | SQL Server Discovery after initial network scan |
Tips
- You can combine multiple strategies in a single installation -- for example, agentless WMI for servers, logon scripts for desktops, and SNMP for network devices
- Start simple and add complexity as needed -- the default configuration handles most environments
- Document your discovery strategy so other team members can understand and maintain it
Related Articles
- Discovery Architecture Overview — the components that make up the discovery engine
- Bandwidth Requirements — network impact considerations
- Credential Packs — managing authentication for different strategies
- Logon Script Discovery — setting up logon scripts
- SNMP Discovery — configuring SNMP for network devices