Before you can collect warranty information with Endpoint Insights, you'll need to configure some settings in the Recast Management Server interface. You'll assign roles to users and configure a Recast Proxy to collect warranty information.
Once RMS configuration and Agent installation are complete, you can manually kick off a warranty scan on your Recast Management Server's Warranty page by clicking Start EI Warranty Scan. You can also wait for the scan to run automatically overnight.
NOTE: Recast Agents will take time to deploy and report their data back to the ConfigMgr database. By default, the hardware inventory cycle can take up to 7 days. Adjusting the time to install and increasing the frequency of reporting back to ConfigMgr can shorten this delay significantly.
You can grant users and groups Recast permissions by assigning them a specific role, such as an Administrator role. Your Recast software must be connected to Recast Management Server to set up role-based permissions.
Add Active Directory User or User Group
To add an AD user or user group:
1. In your Recast Management Server, navigate to Administration > Permissions.
2. In the main window, click Add User or Add Group.
3. In the window that opens, search for your AD name or AD user group and click the Add button.
NOTE: You can include a wildcard (*) to facilitate your search.
Wildcard examples:- John Connor returns strings that match exactly
- John C* returns strings beginning with 'John C', such as 'John Connor', 'John Connors', and 'John Cranston'
- *Connor returns strings ending with 'Connor', such as 'John Connor' and 'Carol O'Connor'
- *Support* returns strings that include 'Support' plus whatever is on the left and right, such as 'Customer Support Team' and 'Enterprise Support Group'
Assign User a Role
A user must be assigned at least one role.
To assign a user an Administrator's role:
1. On the Permissions page, click the Edit icon to the right of the user.
2. Under Role Assignments, select Administrators.
3. To limit the user's permissions to a set of devices, enable Limit this user to specific objects and select a Service Connection.
4. If desired, set a specific Refresh Interval for repopulating scopes. A longer interval uses fewer resources but also detects new users and devices less frequently.
5. Click Save.
To assign Right Click Tools permissions using a role template, see Custom Role Templates for Right Click Tools.
Setting up a Recast Proxy for warranty information collection in Endpoint Insights involves authorizing the proxy in the Recast Management Server (if necessary) and creating a Recast Proxy route. Routes determine which Recast Proxy runs a Recast action.
A Recast Proxy route sends an action to a service account if:
- The route is assigned a role that has permissions to run the action
- The targets of that action fall within the route’s assigned scope
For more information, see Route Types.
Proxy Route Prerequisites:
- Recast Management Server installed with Recast Proxy
- Recast Proxy service account has the required permissions to collect warranty information
To create a Recast Proxy route:
1. In your Recast Management Server, navigate to Administration > Routes.
2. In the main window, click Create.
3. Set the route Type to Recast Proxy.
4. As Recast Proxy, select your service account.
5. Set Role to Administrators.
6. Click Create.