Installing Engage

Tanium Cloud automatically handles module installations and upgrades.

For information about configuring Engage for Tanium Cloud, see Configuring Engage.

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

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

Before you begin

  • Read the release notes.
  • Review the Engage requirements.
  • Assign the correct roles to users for Engage. Review the User role requirements.
    • To import the Engage solution, you must be assigned the Administrator reserved role.
    • To configure the Engage action group, you must be assigned the Administrator reserved role, Content Administrator reserved role, or a role that has the Action Group write permission.

Import Engage with default settings

(Tanium Core Platform 7.4.5 or later only) You can set the Engage action group to target the No Computers filter group by enabling restricted targeting before adding Engage to your Tanium licenseimporting Engage. This option enables you to control tools deployment through scheduled actions that are created during the import and that target the Tanium Engage 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 Engage with automatic configuration, the following default settings are configured:

The following default settings are configured:

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

To import Engage and configure default settings, see Tanium Console User Guide: Import all modules and services. After the import, verify that the correct version is installed: see Installing Engage.

Import Engage with custom settings

To import Engage without automatically configuring default settings, be sure to clear the Apply All Tanium recommended configurations check box while performing the steps in Tanium Console User Guide: Import, re-import, or update specific solutions. After the import, verify that the correct version is installed: see Installing Engage.

To configure the service account, see Configuring Engage.

To organize computer groups, see Organize computer groups.

To configure the Engage action group, see (Optional) Configure the Engage action group.

Manage solution dependencies

Other Tanium solutions are required for Engage to function (required dependencies) or for specific Engage features to work (feature-specific dependencies). See Solution dependencies.

Upgrade Engage

For the steps to upgrade Engage, see Tanium Console User Guide: Import, re-import, or update specific solutions. After the upgrade, verify that the correct version is installed: see Installing Engage.

Troubleshoot issues

If you experience issues with installing Engage, see Troubleshooting Engage.