Configuring Discover

If you did not install Discover with the Apply All Tanium recommended configurations option, you must enable and configure certain features.

(Tanium Core Platform 7.4.5 or later only) You can set the Discover action group to target the No Computers filter group by enabling restricted targeting before adding Discover to your Tanium licenseimporting Discover. This option enables you to control tools deployment through scheduled actions that are created during the import and that target the Tanium Discover action group. For example, you might want to test tools on a subset of endpoints before deploying the tools to all endpoints. In this case, you can manually deploy the tools to an action group that you configured to target only the subset. To configure an action group, see Tanium Console User Guide: Managing action groups. To enable or disable restricted targeting, see Tanium Console User Guide: Dependencies, default settings, and tools deployment.

When you import Discover with the Tanium Recommended Installation workflow, the following default settings are configured:

The following default setting is configured:

Setting Default value
Action group
  • Restricted targeting disabled (default): All Computers computer group
  • Restricted targeting enabled: No Computers computer group
Service account

The Discover service account is set to the account that you used to import the module.

Configuring a unique service account for each Tanium solution is an extra security measure to consider in consultation with the security team of your organization. See Configure service account.

Level 2 ping distributed profile This profile is created and deployed to all Tanium Clients. For more information about this type of profile, see Level 2 (ping).

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 Discover, see User role requirements.

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

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

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

Configure Discover

Configure service account

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

  • Tanium Administrator or Discover Service Account role.
  • Access granted to computer groups on which Discover is going to scan.
  • (Optional) Connect User role to send Discover event notifications with Tanium Connect.
  • If you installed Tanium Client Management, Endpoint Configuration is installed, and 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 Discover permissions, see User role requirements.

If you imported Discover with default settings, the service account is set to the account that you used to perform the import. Configuring a unique service account for each Tanium solution is an extra security measure to consider in consultation with the security team of your organization.

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

Configure Discover action group

To run scans, endpoints must have the Discover tools installed. Tanium Endpoint Configuration deploys the tools. Importing the Discover module automatically creates an action group to target specific endpoints.

Select the computer groups to include in the Discover action group. If you select the automatic configuration, by default, Discover targets All Computers. If you select the manual configuration, by default, Discover targets No Computers. For the best results, use All Computers.

By default, Discover targets All Computers. You can update the action group if needed.

Use All Computers for the action group.

If you have enabled Endpoint Configuration approval, configuration changes must be approved in Endpoint Configuration before they deploy to endpoints.

To configure the action group, you must be assigned the Content Administrator reserved role.

  1. From the Main menu, go to Administration > Actions > Action Groups.
  2. In the list of action groups, click Tanium Discover.
  3. Click Edit, select computer groups to include in the action group, and click Save.

(Tanium Core Platform 7.4.5 or later only) You can set the Discover action group to target the No Computers filter group by enabling restricted targeting before adding Discover to your Tanium licenseimporting Discover. This option enables you to control tools deployment through scheduled actions that are created during the import and that target the Tanium Discover action group. For example, you might want to test tools on a subset of endpoints before deploying the tools to all endpoints. In this case, you can manually deploy the tools to an action group that you configured to target only the subset. To configure an action group, see Tanium Console User Guide: Managing action groups. To enable or disable restricted targeting, see Tanium Console User Guide: Dependencies, default settings, and tools deployment.

Configure import frequency

(Optional) Configure the import frequency. This setting determines how often the results from running discovery methods are imported to the Interfaces pages.

From the Discover Overview page, click Settings and go to the Global Settings tab. Edit the Import Frequency setting.

Leave the Import Frequency setting at the default value (every 30 minutes).

Set up Discover users

You can use the following set of predefined user roles to set up Discover users. To review specific permissions for each role, see User role requirements.

For more information about assigning user roles, see Tanium Core Platform User Guide: Manage role assignments for a user.

Discover Administrator

Assign the Discover Administrator role to users who manage all configuration and deployment of Discover functionality to endpoints.
This role can perform the following tasks:

  • Configure Discover settings
  • Create, edit, and delete profiles

  • View managed and unmanaged interfaces; manually import interfaces; export interface data

  • Create and apply labels to interfaces; remove labels from interfaces

  • Define and import locations; apply corresponding location permissions to user groups

  • Manipulate Discover data in Trends

Discover Operator

Assign the Discover Operator role to users who manage most of the configuration and deployment of Discover functionality to endpoints, usually in Tanium as a Service environments.
This role can perform the following tasks:

  • Create, edit, and delete profiles

  • View managed and unmanaged interfaces; manually import interfaces; export interface data

  • Create and apply labels to interfaces; remove labels from interfaces

  • Define and import locations; apply corresponding location permissions to user groups

  • Manipulate Discover data in Trends

Discover User

Assign the Discover User role to users who analyze and organize results of Discover scans.
This role can perform the following tasks:

  • View managed and unmanaged interfaces; manually import interfaces; export interface data
  • Create and apply labels to interfaces; remove labels from interfaces (only if location permissions are not defined)

Discover Read Only User

Assign the Discover Read Only User role to users who analyze Discover scan results.
This role can perform the following tasks:

  • View managed and unmanaged interfaces
  • View labels applied to interfaces

Discover Service Account

Assign the Discover Service Account role to the account that configures system settings for Discover.
This role can perform all background processes for Discover.

Discover Endpoint Configuration Approver

Assign the Discover Endpoint Configuration Approver role to a user who approves or rejects Discover configuration items in Tanium Endpoint Configuration.
This role can perform the following tasks:

  • Approve, reject, or dismiss changes that target endpoints where Discover is installed
  • View Discover profiles