Installing Performance

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

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

Before you begin

Import and configure Performance with default settings

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

  • The Performance service account is set to the account that you used to import the module.
  • The Performance action group is set to the computer groups All Windows, All Linux, and All Mac.
  • A profile is created with the default event rule configuration that targets All Computers.
  • Performance tools and profiles are deployed to targeted endpoints.

To import Performance 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 Performance version.

Import and configure Performance with custom settings

To import Performance 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 Performance version.

Configure the Performance action group

The action group defines the set of endpoints to which you are deploying the Performance - Tools package. By default, the Computer Group Targets setting for the Performance action group is set to No Computers. Set the action group to All Computers or any computer group that you have defined. As a best practice, include only endpoints with operating systems that are supported by Performance in this action group.

Only endpoints that are members of this action group can be targets of profiles because the Performance - Distribute Tools [<operating system>] action distributes the necessary tools exclusively to those endpoints. Metric collection begins when these tools and profiles are installed on an endpoint.

  1. From the Performance Home page, in the Configure Performance section, click the Add Computer Groups step and click Add Computer Groups.
  2. Select the computer groups that you want to include in the action group. If you select multiple computer groups, choose an operand (AND or OR) to combine the groups.
  3. Click Save.
  4. If prompted, enter your password and click OK.

Configure the Performance service account

You must create and configure a Performance service account to run several background processes, such as creating the actions to distribute the Performance - Tools package. This user must have the following roles and access configured:

  1. From the Performance Home page, in the Configure Performance section, click the Configure Service Account step and click Configure Service Account.
  2. Enter the Tanium credentials and click Set Credentials.
  3. You can also set or update the service account from the Performance settings. From the Performance Home page, click Settings , and update the service account settings in the Service Account section. Click Set Credentials.

For more information about Performance privileges, see User role requirements.

Import Missing Sensors

Performance utilizes several sensors that the Core Content content pack includes.

  1. From the Performance Home page, in the Configure Performance section, click the Import Missing Sensors step and click Import Initial Content - Hardware.
  2. Click Import.
  3. If prompted, enter your password and click OK.

Configure Profiles

Profiles define performance events for specified computer groups.

  1. From the Performance Home page, in the Configure Performance section, click the Configure Profiles step and click Go to Profiles.

    The Profiles page displays.

  2. Create and prioritize profiles. For more information, see Configuring profiles.

(Optional) Install and configure Direct Connect

If you want to connect directly to endpoints to see live and historical performance data, install and configure Direct Connect.

You must have the Performance Direct Connect Read and Show Direct Connect privileges to use Direct Connect in Performance.

  1. From the Performance Home page, in the Configure Performance section, click the Install Direct Connect step and click Install Direct Connect.
  2. Click Import.
  3. If prompted, enter your password and click OK.
  4. Configure Direct Connect. You must configure Direct Connect before you can connect to endpoints from Performance. For more information, see Direct Connect User Guide: Configure Direct Connect.

For more information about using Direct Connect with Performance, see Connecting directly to endpoints.

Upgrade Performance

Upgrade Performance to the latest version from the Tanium Solutions page.

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

In Performance 1.3.0 and later, you can configure Retention Settings to specify the Database maximum size and Database maximum days. Profiles created in Performance 1.2.1 and earlier do not include this setting. After you upgrade to Performance 1.3.0 or later, you can add this setting to a profile that you created in an earlier version by editing the profile, specifying the Retention Settings, and saving the profile.

Verify Performance version

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

  1. Refresh your browser.
  2. From the Main menu, click Performance to open the Performance Home page.
  3. To display version information, click Info Info.

What to do next

See Getting started for more information about using Performance.