Installing Discover

Tanium as a Service automatically handles module installations and upgrades.

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

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

  • Automatic configuration with default settings (Tanium 7.4.2 and later only): Discover 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 Discover, see Import and configure Discover with default settings.
  • Manual configuration with custom settings: After installing Discover, you must manually configure required settings. Select this option only if Discover requires settings that differ from the recommended default settings. For more information, see Import and configure Discover with custom settings.

Before you begin

Import and configure Discover with default settings

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

  • The Discover service account is set to the account that you used to import the module.
  • The Discover action group is set to the computer group All Computers.
  • Level 4 Nmap distributed profile is created and deployed to all Tanium Clients. For more information about this type of profile, see Level 4 (Nmap scan with host discovery and OS fingerprinting)

To import Discover 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 Discover version.

Import and configure Discover with custom settings

To import Discover 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 Discover version.

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, this This user requires the Endpoint Configuration Service Account role. Endpoint Configuration is installed as a part of Tanium Client Management.
To follow the principle of least privilege, create a user for the service account with the Discover Service Account role. For more information, see Tanium Console User Guide: Managing Users.

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

  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.

Manage dependencies for Tanium solutions

When you start the Discover workbench for the first time, the Tanium console ensures that all of the required dependencies for Discover are installed at the required version. You must install all required Tanium dependencies before the Discover 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.

  1. From the Main menu, go to Administration > Configuration > Solutions.
  2. 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.
  3. From the Main menu, go to Modules > Discover to open the Discover Overview page after you import all of the required Tanium dependencies.

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 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.

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).

Upgrade Discover

For the steps to upgrade the Discover solution, see Tanium Console User Guide: Manage Tanium modules. After the upgrade, see Upgrading from previous versions of Discover to complete any required migration steps. To verify the version, see Verify Discover version.

Verify Discover version

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

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