In order to perform administration tasks, you must be assigned the Administrator role or you must have been granted administrative privileges. Administrative tasks are grouped at the company level and the server level.
In order for an administrator to view and edit server-wide settings, they must be granted the Manage Server Settings permission. This permission is automatically granted to the Superuser created during installation. For additional users, it must be explicitly granted when the user is created or edited rather than by role assignment.
Company settings only affect a single company, while server settings affect all companies resident on the server. Company settings include both server and agent settings.
When you perform the initial configuration of EdgeSight using the Post-Installation Wizard, you explicitly specify a number of critical operating parameters for EdgeSight Server. These include an initial (or root) company, a Superuser account that can access all companies on a server and can create new users, email settings used to send server notifications, and a port for use in communication with the license server. In addition to these explicitly set parameters, there are many default settings which enable EdgeSight to be fully operational as quickly as possible. This section outlines the remaining tasks that you perform after installation and initial configuration to reach full operational status. Some of these tasks differ depending on your environment, such as the type of systems being monitored and whether you are using the default email authentication provider or Active Directory for authenticating users.
Microsoft SQL Server Reporting Services must be installed and configured in order to generate and display EdgeSight reports. Once EdgeSight is installed, you must configure credentials used to authenticate the EdgeSight Server to the Report Server. For more information, see Configuring Server Settings.
Before adding users (people who can log on to the EdgeSight Server Console), it is recommended that you add any roles that will be required to determine what actions they can perform on the console. For more information on defining roles, see “Creating Users and Assigning Roles” in Managing Roles.
If you want to automatically create users based on an Active Directory tree, you must add an AD authentication provider. Before creating a new provider, make sure you have the LDAP path for your AD authentication provider available. For more information on adding an AD authentication provider, see Managing Authentication Providers.
If you are using the default email authentication provider, you can add users and assign roles to them from the EdgeSight Server Console. For more information, see “Creating Users and Assigning Roles” in Managing Roles.
Depending on your environment, you may need to adjust which agent and worker configurations are applied to the devices in a department. Default agent and worker configurations are supplied for endpoint, XenApp, and virtual desktop systems. Verifying that devices are in the correct departments and that the appropriate agent and worker configurations are applied to these departments helps ensure efficient EdgeSight Server operation. It is recommended that you use the default configurations for a period of time and then adjust the configurations if required to resolve data collection issues. For more information on agent properties, see Setting Agent Properties. For more information on worker configurations, see Configuring, Scheduling, and Running Workers.