Configure Recast Management Server for Endpoint Insights

Before you can collect warranty information with Endpoint Insights, you'll need configure some settings in the Recast Management Server interface.

Once configuration is done, you can manually kick off a warranty scan by clicking Warranty > Start EI Warranty Scan, or you can wait for it to automatically run overnight.

Add an 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 and scope:

1. On the Permissions page, click the Edit icon to the right of the user.

2. Under Role Assignments and Scopes, select Administrators and All Scopes.

3. Click Save.

Add a Proxy Route and Scopes

Prerequisites:

  • Install a Recast Proxy that can read from Active Directory or Configuration Manager to populate scopes
  • Grant the service account used with Recast Proxy the minimum required permissions:
    • Local admin on the server where it is being installed
    • Read-only analyst in the Configuration Manager console
    • db_datareader in Configuration Manager database
    • Read permissions in Active Directory

Create a Proxy Route

Routes determine which Recast Proxy runs a Recast action. 

A service account 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

To create a route for the Recast Proxy:

1. In your Recast Management Server, navigate to Administration > Routes.

2. In the main window, click Create.

3. Set route Type to Service Account.

4. As Recast Proxy, select your service account.

5. Set Role to Administrators.

6. Set Scope to All.

7. Click Create.

Create Scopes

You'll need to create two scopes: one for the AD Domain, one for the ConfigMgr Site.

To create an AD Domain scope:

1. In your Recast Management Server, navigate to Administration > Scopes.

2. In the main window, click the Create button.

3. In the Add Scope window, enter a scope Name.

4. Set the Type to Active Directory Domain.

5. Enter the Domain.

6. Click Create.

To create a ConfigMgr Site scope:

1. If you're not already on the Scopes tab in the Recast Management Server interface, navigate to it and click the Create button.

2. In the Add Scope window, enter a scope Name.

3. Set the Type to ConfigMgr Site.

4. Enter the Site Code.

5. Enter the SMS Provider.

6. Click Create.

Populate Scopes

After creating AD Domain and ConfigMgr Site scopes, both will appear in the Recast Scopes table with Populated showing as false.

To populate the scopes:

1. Click the repopulate icon.Values in the Populated field should switch to true within 30 seconds. You may have to refresh the web page for the changes to take effect.

Add Active Directory Domains

NOTE: AD Domains will only appear in the Recast Management Server menu for customers that also have Right Click Tools Enterprise Edition.

To add an AD Domain:

1. In your Recast Management Server, navigate to Settings > AD Domains.

2. In the main window, click Add.

3. In the Add Domain window, enter the Domain name.

4. Click Add.


Add SMS Provider and Site Code

To add your SMS Provider and Site Code:

1. In your Recast Management Server, navigate to Settings > MEMCM Sites.

2. In the main window, click Add.

3. In the Add MEMCM Site window, enter the SMS Provider and Site Code.

4. Click Add.