Installing Asset

Tanium as a Service automatically handles module installations and upgrades.

For information about configuring Asset for Tanium as a Service (TaaS), see Configuring Asset.

Use the Tanium Solutions page to install Asset and choose either automatic or manual configuration:

Automatic configuration with default settings (Tanium 7.4.2 and later only): Asset is installed with any required dependencies and other selected products. After installation, the Tanium Server automatically configures the recommended default settings. This option is the best practice for most deployments. For more information about the automatic configuration for Asset, see Import and configure Asset with default settings.
Manual configuration with custom settings: After installing Asset, you must manually configure required settings. Select this option only if Asset requires settings that differ from the recommended default settings. For more information, see Import and configure Asset with custom settings.

Before you begin

Read the release notes.
Review the Asset requirements.

Import and configure Asset with default settings

When you import Asset with automatic configuration, the following default settings are configured:

The following settings are configured by default:

The Asset service account is set to the account that you used to import the module.
The import schedule is set to start collecting data and generating reports.

To import Asset and configure default settings, be sure to select the Apply Tanium recommended configurations check box while performing the steps in Tanium Console User Guide: Manage Tanium modules. After the import, verify that the correct version is installed: see Verify Asset version.

Import and configure Asset with custom settings

To import Asset without automatically configuring default settings, be sure to clear the Apply Tanium recommended configurations check box while performing the steps in Tanium Console User Guide: Manage Tanium modules. After the import, verify that the correct version is installed: see Verify Asset version.

Configure service account

The service account is a user that runs several background processes for Asset. . This user requires the following roles and access:

Tanium Administrator role
If you installed Tanium Client Management, Endpoint Configuration is installed, and by By default, configuration changes initiated by the module service account (such as tool deployment) require approval. You can bypass approval for module-generated configuration changes by applying the Endpoint Configuration Bypass Approval permission to this role and adding the relevant content sets. For more information, see Tanium Endpoint Configuration User Guide: User role requirements.

For more information about Asset permissions, see User role requirements.

From the Main menu, go to Modules > Asset to open the Asset Overview page.
Click Settings and open the Service Account tab.
Update the service account settings and click Save.

Manage dependencies for Tanium solutions

When you start the Asset workbench for the first time, the Tanium console ensures that all of the required dependencies for Asset are installed at the required version. You must install all required Tanium dependencies before the Asset workbench can load. A banner appears if one or more Tanium dependencies are not installed in the environment. The Tanium Console lists the required Tanium dependencies and the required versions.

From the Main menu, go to Administration > Configuration > Solutions.
Select the required solutions, click Import Selected, and then click Begin Import. When the import is complete, you are returned to the Tanium Solutions page.
From the Main menu, go to Modules > Asset to open the Asset Overview page after you import all of the required Tanium dependencies.

Enable collection of Active Directory (AD) information

(Optional) To gather user data from Windows endpoints, including Full Name, Email, Phone, Department, and Location, install the Active Directory Query solution and create a scheduled action for the Collect Active Directory Info package.

For Mac and Linux endpoints, you do not need to deploy any actions to get this information.

Install the Active Directory Query solution.
1. From the Main menu, go to Administration > Solutions.
2. In the Tanium Content section, select the Core AD Query Content row and click Import Solution.
3. Review the list of packages and sensors and click Proceed with Import.
Run the Collect Active Directory Info package on your endpoints with a scheduled action. For more information, see Tanium Core Platform User Guide: Managing Scheduled Actions.
1. Use the Is Windows sensor to target Windows endpoints.
2. Deploy the Collect Active Directory Info package to your endpoints. Configure a saved action as a scheduled action. Set Distribute Over to 1 hour, and set Reissue Every to 3 hours.

The action gets recent sign ins and the primary user of each system. A primary user has the most interactive sign-ins the past 30 days. You can access this information with the Primary User Details sensor, or by adding the User Name column to a report.

Prepare endpoints

Manage solution configurations with Tanium Endpoint Configuration

Tanium Endpoint Configuration delivers configuration information and required tools for Tanium Solutions to endpoints. Endpoint Configuration consolidates the configuration actions that traditionally accompany additional Tanium functionality and eliminates the potential for timing errors that occur between when a solution configuration is made and the time that configuration reaches an endpoint. Managing configuration in this way greatly reduces the time to install, configure, and use Tanium functionality, and improves the flexibility to target specific configurations to groups of endpoints.

Endpoint Configuration is installed as a part of Tanium Client Management. For more information, see the Tanium Client Management User Guide: Installing Client Management.

Additionally you can use Endpoint Configuration to manage configuration approval. For example, configuration changes are not deployed to endpoints until a user with approval permission approves the configuration changes in Endpoint Configuration. For more information about the roles and permissions that are required to approve configuration changes for Asset, see User role requirements.

To use Endpoint Configuration to manage approvals, you must enable configuration approvals.

From the Main menu, go to Administration > Shared Services > Endpoint Configuration to open the Endpoint Configuration Overview page.
Click Settings and click the Global tab.
Select Enable configuration approvals, and click Save.

For more information about Endpoint Configuration, see Tanium Endpoint Configuration User Guide.

Configure Asset

Configure Asset action group for file evidence content

(Optional) Asset includes file evidence content with sensors that are specific to Flexera. To collect Asset data for Flexera, this content must be deployed to the endpoints. The Tanium Asset action group and associated actions to deploy tools and distribute configurations are created by Tanium Endpoint Configuration. By default, the computer group target for the Tanium Asset action group includes all computers. You can change the target computer group, if necessary.

For more information about Flexera integration, see Flexera FlexNet Manager Suite: 2019 R1 or earlier.

From the Main menu, go to Administration > Actions > Action Groups.
In the list of action groups, click Tanium Asset.
Click Edit, update the action group to include a computer group that has the computers you want to include in your Asset data, and click Save.

Set user permissions on computers

In addition to the Asset user roles that control access to Asset reports and settings as a whole, you can define more detailed permissions on computers that are based on individual attribute values. For example, you can create permissions that assign a user group permission to access information about Windows or Mac platform assets only. If a user belongs to multiple user groups, the permissions for all the user groups are combined with an OR operator.

Before you begin, you must have a user group to which you want to assign the Asset permissions. See Tanium Core Platform User Guide: Managing user groups. For the users in this user group to access Asset, they also must have an Asset user role assigned. See User role requirements.

From the Asset Overview page, click Settings . Click the Permissions tab.
Click Create Permissions.
Select the user group from the list that you want to assign.
Add a condition. This list of attributes is from the ci_item table of the Asset database.
For example, to assign the user group permission to view Windows assets only, set to OS Platform contains Windows.
Click Apply to create each condition.
Click Create.

Upgrade Asset

For the steps to upgrade Asset, see Tanium Console User Guide: Manage Tanium modules. After the upgrade, verify that the correct version is installed: see Verify Asset version.

Verify Asset version

After you import or upgrade Asset, verify that the correct version is installed:

Refresh your browser.
From the Main menu, go to Modules > Asset to open the Asset Overview page.
To display version information, click Info .

What to do next

See Getting started for more information about using Asset.