You are here:
Key Steps to Implement Discovery
Understand the key steps to implement Discovery from start to finish. Learn how to configure credentials, define discovery applications and targets, schedule scans, and process discovered data into CMDB. Follow this structured approach to automate asset detection, maintain data accuracy, and ensure complete visibility across your IT environment.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, and Unlimited Editions with Agentforce IT Service that have Discovery enabled. |
| Step | Description | Result |
|---|---|---|
| Download discovery application | Download and install the Discovery application on a Windows host inside your network to perform agentless scans using native protocols such as WMI, SSH, or SNMP. For more information, see Agentless Discovery for Scanning IT Assets. | The host is ready to connect to network devices and collect asset data securely. |
| Add credentials | Define credentials to authenticate connections for network, cloud, or infrastructure scans. Supported types include SSH, SNMP, WMI, SQL, and cloud account credentials. For more information, see Create Discovery Credentials for Secure Scanning. | Discovery can access target systems and collect configuration data using stored credentials. |
| Create discovery targets | Define where and how to scan by setting target category, probe type, and network scope (IP range or hostname). Associate the appropriate credentials. For more information, see Create a Discovery Target. | Discovery targets are ready to initiate scans across selected environments. |
| Monitor scan jobs | Analyze scan jobs against defined targets to detect assets and gather configuration details. For more information, see Monitor and Review Scan Jobs. | New and updated assets are identified and logged for processing. |
| Install and configure agents (optional) | Download and install discovery agents for Windows, macOS, or Linux endpoints. Configure scan frequency and communication with CMDB.For more information, see Agent-based Discovery for Extended Device Coverage. | Agents automatically collect inventory data and update CMDB on a defined schedule. |
| Use process manager (optional) | Use Process Manager to automate process analysis and keep service dependencies current. Includes process jobs for refining scan results. Process discovery data to build relationships and service dependencies using process jobs. For more information, see Process Manager for Analyzing Discovery Data. |
Asset relationships and dependencies are established in CMDB. Discovery results remain accurate and free from irrelevant or redundant data. |
| Monitor dashboards | Track scan coverage, discovery success rate, and asset updates through prebuilt dashboard. For more information, see Get Insights into Discovery Activity with the Discovery Dashboard. | Administrators gain visibility into scan performance, coverage, and CMDB synchronization status. |
Questo articolo ha risolto il problema?
Facci sapere, così possiamo migliorare!
