Succeeding with Reveal

Follow these best practices to achieve maximum value and success with Reveal. These steps align with the key benchmark metrics: increasing Reveal coverage, monitoring endpoints with confirmed sensitive data, and monitoring endpoints with unconfirmed sensitive data.

Step 1: Gain organizational effectiveness

Complete the key organizational governance steps to maximize Reveal value. For more information about each task, see Gaining 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.

Install Tanium Client Management, which provides Tanium Endpoint Configuration. See Tanium Client Management User Guide: Installing Client Management.

Step 3: Configure Trends

Open Trends and import the Reveal gallery. See Tanium Trends User Guide: Importing the initial gallery. If you installed Trends using the Tanium Recommended Installation workflow, the Reveal board is 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 Tanium Recommended Installation workflow, 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. See Create a rule set.

Deploy rules. See Deploy rules.

Step 5: Monitor Reveal metrics

From the Trends menu, click Boards > Reveal. Review the trending data in the Reveal Coverage, Endpoints with Unconfirmed Sensitive Data, and Endpoints with Confirmed Sensitive Data 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

Complete the key organizational governance steps to maximize Reveal value. For more information about each task, see Gaining 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 Trends

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.