This guide will help you install and configure the Discovery System.
From CD
When you insert the Discovery installation disk, the installation splash screen will be displayed. (If you have autorun turned off, then navigate to the CD-ROM directory and run splash.exe).
From Downloaded Zip File
Unzip the file to a temporary folder, then run splash.exe.
For a full installation, choose the ‘Install Discovery Server’ option. This installation option will optionally install the Agent and Control Center as well. If you have already installed the Discovery Server and just want to install another Agent or Control Center, then choose ‘Install Discovery Agent‘ or ‘Install Control Center’ as appropriate.
1. Install the Server
To install the Discovery Server, select the ‘Install Discovery Server’ option from the installation menu. Allianza Discovery Server is installed as a Windows service. The service will be configured to start automatically.
Choose Database Store
During the installation you will be asked to select the database that Discovery should use to store its data. It is recommended that you select Discovery Optimized Datastore.
Please note that although a number of different database products are listed, support for other database types is experimental and should not be used in a production environment.
Install Agent and Control Center
During the server installation you will be prompted to install the Agent and Control Center. If you plan to run the entire Discovery Suite and a single computer, then you should leave the Agent and Control Center options checked. If you plan to install one or more Agents at different locations, or administer the Discovery System from another workstation, then leave these options unchecked and install the Agents and Control Center manually on the desired computers.
2. Install the Agent
The Discovery Agent is the component that interacts with the network. The Agent is responsible for scanning the desired network locations, and is also used to execute file operations that have been scheduled by the user. In order for the Discovery System to function, at least one Agent must be installed.
Your license key will determine how many Agents you are allowed to use concurrently. You may install more Agents than your license allows, but Discovery will only use the specified number of Agents at the same time.
If you selected the option to install the Discovery Agent during the Server installation, then an Agent has already been installed and configured, and you can skip this step and continue to Step 3. Install the Control Center. If you want to manually install an Agent on a different machine, or you want to install multiple Agents for load sharing, then follow the steps below.
Standard Installation
To install the agent, run the setup program on the Discovery CD and choose ‘Install Discovery Agent’.
During installation, a dialog will appear with a list of the Discovery Servers on the network. Select the server that the Agent should connect to, and click ‘OK’. An Agent can only connect to one Discovery Server.
PLEASE NOTE: if you have firewall software such as Windows Firewall on your PC, the agent may not be able to automatically list the Discovery Servers. To fix this, change the firewall to allow UDP ports 1419 and 51419. Otherwise, you will need to configure the agent manually. To do this, click ‘Cancel’ on the ‘Locate Discovery Servers’ dialog. You will then be prompted to enter the server address manually using the Agent Configuration Utility. To run this utility again at any time, use this program located in the ‘Allianza Discovery’ program group in the Windows Start Menu.
Unattended Installation
You may wish to install the agent automatically on a number of different machines. The recommended way to achieve this is to create a logon script containing the necessary installation commands. Using the command-line options specified below, the agent can be automatically installed and configured to connect to the nominated server.
/SERVER=<server hostname or IP address>
/SERVERPORT=<server port>
/SILENT
/VERYSILENT
The SERVER parameter specifies the server that the agent should connect to. The SERVERPORT parameter is optional, and allows you to specify a port other than the default port of 1419.
The SILENT and VERYSILENT allow you to minimize the amount of visual feedback that is provided during the install process. The SILENT switch will show the install wizard going through the automated install process. Specifying VERYSILENT will turn off all visual feedback.
For example, if you place the agent install package on a shared drive called ‘S:’, you could place the following command in the Windows logon script:
S:\setup.exe /SERVER=192.168.100.1 /VERYSILENT
3. Install the Control Center
The Control Center is the client tool used to interact with the Discovery system. The Control Center allows you to specify network locations to be scanned, view reports, and schedule file operations to be performed. In order to use the Discovery System for the first time, you need to use the Control Center enter a license key and activate the installed agents.
To install the Control Center, select the ‘Install Discovery Control Center’ option from the installation menu.
Connect to the Discovery Server
With the Discovery Control Center installed and running, click the ‘Find Servers’ button 
to locate the Discovery Server, select the server, and then click ‘Connect’.
If you have firewall software such as Windows Firewall on your PC, the Control Center may not be able to automatically list the Discovery Servers. To fix this, change the firewall to allow UDP ports 1419 and 51419.
PLEASE NOTE: The first time the Discovery Server is installed, it may take up to one minute to fully initialize. Please wait until the server is available in the ‘Find Servers’ dialog before trying to connect.
The default username and password to connect to the Discovery Server is:
Username: sa
Password: secret
Enter License Key
The first time you connect to a Discovery Server, you will be prompted to enter a license. On the License Details dialog, click the ‘Enter License’ button. Paste the license key you received from your vendor into the license entry area, and click ‘Ok’. The dialog will now display your new license information.
Enable Agent
After you have entered your license key, the maximum number of Agents should be enabled automatically. To verify this, expand the ‘Configuration’ node in the main tree and then expand the ‘Agents’ node. One or more agents should be enabled. If not, click one of the Agents, click the ‘Configure’ button, and then check the ‘Enable Agent’ checkbox. Click OK.
4. Configure a Scan Point
Now that the system is licensed, you will need to configure a Scan Point. A Scan Point is a source of unstructured data such as a network drive or a physical disk drive. To add a new Scan Point, right-click the ‘Scan Points’ node in the main tree and click ‘Add New Scan Point’ in the popup menu.
The Scan Point Wizard will guide you through the questions to setup a Scan Point. When setting up a network drive, you will need to enter the Windows Domain credentials of an account that has at least read access to the desired network drive. If you are setting up a physical disk, you do not need to enter Domain credentials.
PLEASE NOTE: in order to scan a physical disk, an Agent must be installed on the computer containing the disk drive. All available disks will automatically be displayed when you add a physical disk.
5. Scan the Network
You are now ready to perform a scan of the nominated Scan Points. During the scanning phase, Discovery will take a snapshot of the contents of the selected drives. To start a scan, click the ‘Discovery System’ node (the top-level node in the system tree), and click ‘Scan Now’ on the server details page on the right-hand side of the Control Center.
The scanning process could take over an hour, depending on how many files you have on the selected drives. If at any time you want to cancel the scan, click the ‘Cancel’ button on the server details page. You can also cancel individual drives by navigating to the drive in the system tree, and clicking the ‘Stop Scanning’ button on the drive details page.
PLEASE NOTE: after the scan has finished, Discovery will enter the analysis phase. During this phase the server analyses the snapshot results to summarize the data and locate duplicates. Depending on how many duplicates you have, this process could take a long time.
6. View Pre-Configured Reports
Discovery comes with a number of built-in reports that give you a high-level overview of the selected scan points. Using these reports you can view information such as:
- The number of duplicates discovered on the network
- The age profile and average size of files
- Which file categories are using the most space
- Which users are using the most space
- A comprehensive list of all file types discovered on the network.
To view a list of available reports, click the ‘Reports’ node in the main tree. Select a report, then click ‘Build Report’. A dialog will open that will enable selection of a variety of report parameters. Click ‘OK’ without changing any report parameters to run the report with default settings. Once the report is finished, the ‘Download Report’ button will be enabled.
7. Perform a File Query
Once you have viewed the reports to gain an high-level overview of the unstructured data on your network, you can then run a File Query to show individual files. This allows you to examine the unstructured data using fine-grained query parameters. Once you have identified a number of files, you can then perform a number of operations on those files, such as copying, moving, and deleting.
File Query
To open a new File Query, click the ‘File Query’ item under the ‘File Operations’ node in the main tree. On the File Query page, click ‘New Query’ to create a new File Query.
8 .File Management Operations
Once you have performed a File Query, you can then perform operations on the files in the Results view. Select some files in the result view, and click Action. You will be prompted to save the Session.
Once the Session has been saved, a Wizard will appear guiding you through the steps required to perform file operations. The standard operations available are Copy, Move, and Delete. As well as performing once-off operations on a chosen set of files, you can also choose to have a scheduled action performed on the entire result set of the query.
To view the results of a file operation, click the ‘Execution Status’ item under the ‘File Operations’ tree node.
9. Congratulations!
You have now configured your Discovery System and performed a snapshot. You have also taken control of unstructured data using File Queries and File Operations.
