Step 1: Gain organizational effectiveness

Develop a dedicated Change management process.

Define distinct roles and responsibilities in a RACI chart.

Validate cross-functional Organizational alignment.

Track Operational metrics.

Step 2: Install Tanium modules

Install Tanium Reveal. See Installing Reveal

Install Tanium Trends. See Tanium Trends User Guide: Installing Trends.

Install Tanium Direct Connect. See Tanium Direct Connect User Guide: Installing Direct Connect.

Step 3: Configure Tanium products - Trends and action groups

Open Tanium Trends and import the Reveal gallery. See Tanium Trends User Guide: Importing the initial gallery for more information. If you installed Trends using the Apply Tanium recommended configurations option, the Reveal boards are automatically imported after the Reveal service account is configured.

Step 4: Configure Reveal

Create computer groups for Windows, Linux, and macOS. If you install Reveal using the Apply Tanium recommended configurations option, the computer groups are created automatically.

Add computer groups to Reveal action group.

Create a Rule Set with a name indicating the type of sensitive information you want Reveal to discover. Please work with your TAM to create and configure rules and rule sets applicable to your environment.

Deploy rules. See Deploy rules.

Step 5: Configure Trends

From the Trends menu, click Boards. Select Reveal - Executive Metrics. Click Validate. Click Import. If you installed Trends using the Apply Tanium recommended configurations option, the Reveal boards are automatically imported after the Reveal service account is configured.

Step 6: Monitor Reveal metrics

From the Trends menu, click Boards. Select Reveal - Executive Metrics. Review the trending data in the Reveal - Coverage, Reveal - Endpoints with Findings per Rule, and Reveal - Validation Needed panels.

Monitor and troubleshoot Reveal coverage.

Monitor and troubleshoot endpoints with confirmed sensitive data.

Monitor and troubleshoot endpoints with unconfirmed sensitive data.

Step 1: Gain organizational effectiveness

Develop a dedicated Change management process.

Define distinct roles and responsibilities in a RACI chart.

Validate cross-functional Organizational alignment.

Track Operational metrics.

Step 2: Configure Tanium products - Trends and action groups

Open Tanium Trends and import the Reveal gallery. See Tanium Trends User Guide: Importing the initial gallery for more information.

Step 3: Configure Reveal

Create computer groups for Windows, Linux, and macOS.

Add computer groups to Reveal action group.

Create a Rule Set with a name indicating the type of sensitive information you want Reveal to discover. Please work with your TAM to create and configure rules and rule sets applicable to your environment.

Deploy rules. See Deploy rules.

Step 4: Configure Trends

From the Trends menu, click Boards. Select Reveal - Executive Metrics. Click Validate. Click Import.

Step 5: Monitor Reveal metrics

From the Trends menu, click Boards. Select Reveal - Executive Metrics. Review the trending data in the Reveal - Coverage, Reveal - Endpoints with Findings per Rule, and Reveal - Validation Needed panels.

Monitor and troubleshoot Reveal coverage.

Monitor and troubleshoot endpoints with confirmed sensitive data.

Monitor and troubleshoot endpoints with unconfirmed sensitive data.