Matilda Discover Users Guide

Table of Contents

What is Matilda Discover? #

Matilda Discover is an automated discovery solution that discovers applications, services and infrastructure both on-premises and cloud. Discover discovers Infrastructure, network traffic, storage Information, services, applications, databases and can identify end of life and dormant applications. Discover is an agentless solution that interrogates your environment to produce that data required for a successful cloud migration.

What does Matilda Discover do? #

It discovers applications, services, databases, operating systems, virtualization,  hardware infrastructure, network traffic, and storage information and identifies end of life and dormant applications.

Matilda Discover provides the Analysis necessary to make your critical decisions supported by facts that involves:

  • Dependency Analysis of all applications
  • Relationships between applications, databases
  • Topology view of the entire environment
  • Application and Database Profiling including Rev and Patch levels; security vulnerabilities.

Discover then automates the Assessment of your environment to include.

  • Cloud Suitability Check, application by application
  • Migration Strategy Analysis including triage of applications based on Lift/Shift, Lift/Refresh, Lift/Rebuild
  • TCO Analysis
  • Business vs Risk recommendations based on application analysis and complexity.
  • Cloud to Cloud analysis (cost budget for all major public clouds including AWS, Azure, Google GCP, and Oracle)
  • Utilizations and Optimizations

Discover then provides the Planning step to include:

  • Application Grouping
  • Wave and Group Planning
  • Migration Priority Analysis
  • Cloud Cost Analysis

 

Devices supported by Matilda Discover #

Feature Category Versions (Minimum version & All higher versions are supported)
Operating Systems Linux Ubuntu 12.04+, RHEL 5+, CentOS 5+, Oracle Enterprise 5+, SUSE 15
Windows Windows 2003 Server – Windows 2019
Solaris Solaris 10+
IBM AIX 6+
Application Services Web, App, Proxy WebLogic 10.3+, WebSphere 8.0+, IIS 7+, JBoss 9+, Tomcat 7+, Nginx 1.1+, zookeeper 3.4+, Solr 7+, Kafka 2.0+, BizTalk 2013+, RabbitMQ 3.5+, Hadoop Ecosystem, Kubernetes, iPlanet etc.,
Databases RDBMS Oracle 10+, MySQL 5.7+, MSSQL Server 2008+, DB2 11+, PostgreSQL, Cassandra, MariaDB etc.,
Other MongoDB 1.6+, Influx DB, Elasticsearch, Hadoop Ecosystem etc.,
Agents and Clients Monitoring Splunk, Logstash
Browsers Windows Google Chrome 80+
Mozilla Firefox 88+
Microsoft Edge 88+

 

How to get started with Matilda Discover #

Matilda Discover supports 3 types of discovery techniques, a Discovery Template, a Network Discovery and a vCenter Discovery.

Discovery Template #

Matilda’s Discover Template supports an easy way to import your Excel data for a quicker upload.

Template Link: https://matildacloud.atlassian.net/wiki/spaces/MM/pages/1342341121/Templates

Performing a Discovery Using a Discovery Template

Performing Discovery using Matilda’s Discovery Template

 Click on the    button to upload the Discovery Template.

Uploading.a.Discovery.Template

Uploading a Discovery Template

Select the (“Start Now) option to immediately start the discovery and if you would like to run the discovery at your preferred date and time select (“Schedule Later”) option.

Enable utilization collection by selecting “Yes” to assess the device utilization, dependencies and other application details by choosing the time interval and time period from the dropdown list. This provides right sizing for optimization. Select “No” if you want to remove the dependency tracking collections.

Scheduling a Discovery Using a Template

Scheduling a Discovery using a Template

Network Discovery #

Scan through the provided IP Ranges or CIDRs or IP address with provided Service Accounts.

Performing a Network Discovery

Performing a Network Discovery

Provide the one or many IP Ranges or CIDR blocks under a discovery request. Select the Execution Mode for Linux instances. Select Login Mode to retrieve credentials to login, and  you can also add credentials manually as well.

Entering Credentials in a Network Discovery

Entering Credentials in a Network Discovery

For better tagging and grouping, the user can update Datacenter, Region, Project, Line of Business and Environment details.

Configuring a Network Discovery

Configuring a Network Discovery

 

Select the (“Start Now) option to immediately start the discovery or if you would like to run the discovery at your preferred date and time select the (“Schedule Later”) option.

Scheduling a Network Discovery

Scheduling a Network Discovery

Enable utilization collection by selecting “Yes” to assess the device utilization, dependencies and other application details by choosing the time interval and time period from the dropdown list. This provides right sizing aiming to optimize the Discovery. Select “No” if you want to remove the dependency tracking collections.

vCenter Discovery #

Easily integrate your vCenter if you already have VMware and credentials to login.

Performing a vCenter Discovery

Performing a vCenter DiscoveryEntering Credentials for a vCenter Discovery

Entering credentials for a vCenter Discovery

Select the option to choose the discovery immediately or later at your preferred scheduled time.
Scheduling a vCenter Discovery

Scheduling a vCenter Discovery

Enabling utilization collections for a few weeks is provided by Discover to help assess the device utilization, dependencies and optimal sizing.

Vault Manager #

Vault manager is used to save credentials which can be used while initiating the discovery.
To create an account in Vault Manager for PEM Key Authentication follow the steps below.
Discover Vault Manager

Entering Account Details to save for later in Vault Manager

Select Add Vault under Settings -> Vault Manager.

  • Select Account type, Source as PEM Key.
  • Enter username and upload the PEM key file.
  • Click Add to create the account. Initiate Discovery with PEM key from Network Discovery.
  • Select Mode of login as PEM key and Select PEM* as Private key file from dropdown. Click Next.
  • Similarly, service accounts for Databases can be created here. Created service accounts in Vault Manager will be used for Deep Dive Discovery.

Discover Vault Manager List

Vault Manager List

Host Details #

All the details collected for a host are available in host details. Host details are listed in the Host Dashboard. Any specific data can be viewed by navigating from any tab using quick links on the top right corner or from the dashboard page.
Dashboard: Host dashboard is the landing page for viewing any host information that has been discovered. As shown below, this page consists of 4 sections.

Host Dashboard – Part 1 #

Discover Host Dashboard Details

Host Dashboard Details

  • Section 1 contains high level details of host such as name, platform, operating system, etc. More related information such as when the discovery was started and when it has been completed can be seen by clicking on “View More”.
  • ­Section 2 visualizes the CPU utilization, Memory utilization and Storage utilization of the host using donut charts.
  • Section 3 shows the time when the same host was discovered / scanned successfully. Any of them can be clicked to open the details that were discovered for that scan.
  • Section 4 charts the CPU, Memory and Storage utilization data that has been collected since discovery has started.

More Host Dashboard Details

The bottom section contains different categories of data that we are discovering. They can be viewed by navigating to their pages using quick links from switch menu or the view details buttons.

 

Host Dashboard – Part 2 #

Navigating to Storage tab shows a detailed view of storage details collected.

Host Dashboard Storage TabStorage Details

Network details #

Navigating to the Network tab shows a detailed view of network details collected.

Host Dashboard Network Details

 Network Details

 Service Details #

Navigating to Service tab shows detailed view of service details collected.

Host Dashboard Service Details

Service Details

Application Services: In this section, the user can view details of Application servers, Web Servers and Database servers.

Custom Services: In this section, the user can view the custom services that are running on the system. These are not default configured system services, the user can click on the  icon and mark them as system services.

System Services: In this section, the user can view system default services configured on the instance.

Host Dashboard Application Services

Application Service Details

If deep dive discovery is performed, we can see additional details and topology of the service.
Service Topology

Application Service Topology

Edit Service Details #

Here is the functionality to edit the service details and reinitiate the discovery. When we click on the button showed above, a pop up will be open, where we can update the details of that service.
Service Details and Topology 1
Service Details and Topology 2

Additional Service Details and Topology

Navigating to Packages tab shows a complete view of package details collected.

Package Details

Package Details

Navigating to the User tab shows a complete view of user details collected.

User Details

User Details

Navigating to the Login History tab shows a complete view of login history details collected.

Login History Details

Login History Details

 Navigating to the Ports tab shows a complete view of ports details collected.

Port Details
Port Details

 Navigating to the Certificate tab shows a detailed view of certificate details collected.

Certificate Details

Certificate Details

 Navigating to the Dependency tab shows a complete view of dependency details collected for both downstream and upstream dependencies.

Dependency Topology
Dependency Topology

Dependency Details

Dependency Details

Navigating to Cron Jobs tab shows a complete view of Cron Jobs details.

Cron Job Details

Cron Jobs Details

Navigating to the Variables tab shows a complete view of Environment Variable details.

Environment Variables Details

 Environment Variables Details

 Navigating to Others tab shows a detailed view of Processes, System and Uptime Services details.

Process and Service Details


Details such as Process, Services, and Uptime Information

 Assets – Instances #

The Instances Dashboard depicts the complete analysis of the whole TCO and the instance assessments. The pricing for various cloud providers can we viewed by selecting from the cloud provider drop-down list .

Instance Assessment Dashboard

Instance Assessment Dashboard

The Instances View contains list of all the successfully discovered instances and its respective assessments for instance based on the assessment rules mentioned in the setting page. To view the overview of instance level assessments, click on the drop down menu and then the information icon.

Instances.View

Instances View

Selecting Details will navigate to Instance level details where the data points collected can be viewed.

Selecting Edit Instance the user can view Instance level details and can edit Migration Usage and Other details.

Instance List View

Instance List View

 

By selecting Assessment, the user can view all the assessments that are performed on an Instance. Assessment result can be viewed by clicking dropdown button on each assessment and criteria can be viewed by selecting the eye icon.

Instance Individual Assessment Details

Instance Individual Assessment Details

Selecting Run Assessments will run the assessments for the selected instance on demand with the assessment rules configured in the settings page.

Individual Assessment Details

View Tagged Applications

By selecting the eye icon, the user can view the list of applications associated with this instance. the user can tag or untag applications associated to this instance by selecting the plus icon.

View Tagged Applications

Instance-Application Tag and Un-Tag

A new application can be tagged by selecting the Add  button, un-tagging can be done selecting the trash icon and saving to update.

The user can select the filter icon to search and filter through the list of instances that are discovered.

Search and Filter Instance Results

Search and Filter Instance Results

 

Instance TCO Analysis #

The Instance TCO Dashboard depicts a list of all successful discovered instances and respective TCO details based on the templates that were built into the “TCO Settings” screen. Cloud Instances will be recommended based on the template for a particular cloud provider.

Instance.TCO.Dashboard
Instance TCO Dashboard

 

Select the On-Demand, or the Reserved 1- & 3-Years Tabs to view the like-to-like cloud sizing vs. Matilda right sizing. Select bar graph icon to view cloud instance sizing with storage and compute costs,  the three vertical dots icon to view cost break down for VM sizes and Storage. We can get these details for various cloud providers by selecting from the dropdown for the cloud providers.

Discover TCO Right Sizing

Discover TCO Right Sizing

 

The user can click on down arrow icon to view the Total Cost of Ownership at Instance level.

TCO Details for an Instance

Instance TCO Details

 The user can filter by tags and keywords from the drop-down list. They can also reinitiate TCO assessments using the Re-Initiate button based on the “TCO Template” configured in the “Settings” page.

Reinitiate TCO Analysis

Search, TCO Reinitiate

Assets-Applications #

The application dashboard provides information for total number of applications, TCO, Migration Strategy, Migration Complexity, Benefit vs Risk Overview and Application Grouping.

Application Dashboard

Application Dashboard

Migration Strategy #

Matilda.Migration.Strategy

 

Migration Complexity #

Matilda.Migration.Complexity

 

Benefit v/s Risk Overview #

Cloud.Migration.Benefit.vs.Risk.Overview

 

Application Grouping #

Application.Grouping

 

List of Applications #

In this list view, we can see all the applications with their associated business criticality, infrastructure, services and databases.

Application.List.View

Application List View

User can click the eye  icon to view the below details:

View Applications By Users #

Shows all the list of instances that are mapped to application by the user.

Applications.By.User

User Tagged Instances

View Applications By Services #

Shows how instances of applications are mapped to services.

Applications.by.Services

Applications Mapped to Services

View Applications By Tags #

Shows all the infrastructure details that are mapped to an application that was done through keyword analysis provided by the user.

Keyword Search by Tag

User can delete the above tagging using the below methods:

  1. To perform a bulk delete function, use the Select All  option, click on Manage option and select Delete. .
  2. To perform a partial delete function, select the  check box before the records, click on Manage option and select Delete .

 

Managing Applications #

You can manage applications by adding the application or managing the application to host mapping as well with the below functionality.

Managing Applications

Managing Applications

 

To add a New Application, select App Managing and then click on the Add App icon. Provide the details in the Application details form.

Adding an Application

Adding Applications

Application Review #

Review the application by clicking the review button for the respective application.

Application Review

Reviewing all Applications

Underlying Infrastructure #

This screen shows all the underlying infrastructure associated with an application.

Underlying Application Infrastructure

 Underlying Application Infrastructure

  

Underlying Services and Assessment Details #

This screen shows the underlying services and its assessment details for an application.

Underlying Services and Assessment Details

Underlying Services and Assessment Details

Underlying Ports #

This screen shows all the active ports and their status.

Underlying Ports

Underlying Ports

Application Dependencies #

This screen shows the App-to-App dependency and infrastructure details under the dependent applications.

Application Dependency Graph

Application Dependency Graph

Outbound Application Dependencies #

This screen shows all the outgoing traffic for the underlying infrastructure associated to the application.

Outbound Application Dependencies

Outbound Application Dependencies

Inbound Application Dependencies #

This screen shows all the incoming traffic for the underlying infrastructure associated to the application.

Inbound Application Dependencies

Inbound Application Dependencies

Application Profile #

Fill the application profile to get the assessment analysis for the application.

Application Profiling

Application Profiling

Application Assessment View #

Application-level assessments can be viewed after filling the application profile data in the previous page and after the assessments are run.

Application Assessment View

Application Assessment View

 Application TCO Analysis #

In this screen, we can view the application TCO overview for the underlying instances based on cloud provider.

Application TCO By Cloud Provider

Application TCO Analysis

Application Architecture #

This page gives information in a two-way architecture views of the application.

  • Existing On Premise Architecture
  • To Be Architecture in the Target Cloud

When an application is migrated on to the cloud it provides complete view of all the underlying cloud instances, targeted services and databases.

Application Architecture On Premise and Cloud

Application Architecture – On Premise and Cloud

Application Tagging #

The user needs to provide names, keyword, application name, deployable file, or installed package to search through various buckets (Artifacts, Services, Packages, Programs, Processes, Environment Variables). Matilda Discover will identify provided names or keywords by the user, and tags the instance along with the keyword and bucket where it is related to the corresponding application.

To use this functionality, navigate to assets and select application list and click on three vertical dots icon in the application row and select  to open the below screen. The user can add multiple names or keywords by clicking on the plus icon. Once the names are provided click on save  to save the details.

Application Tagging

Application Tagging

Assets – Services #

This screen provides the list of Applications and Web Servers that are discovered during the discovery of the target instances. The user can view the details of services once the deep dive service discovery is completed.

Applications and Web Services List

Applications and Web Services List

Application Server Details View #

To view the service discovery details, click on three dots icon to and select eye details  icon to view the details in tabular format. The user can click on the details button to view details under each data point.

Application Server Details View

Application Server Details View

Application Server Topology View #

To view the topology of the service discovery data, the user can click on three dots icon and select the topology icon. The user can expand the topology view by clicking on the plus icon on each data point or node.

Application Server Topology View

Application Server Topology View

Service Details #

To edit the service detail, the user can click on the three dots icon and select the Edit option. Once the details are entered the user can click on Update to store the latest details. To re-initiate service discovery with new details, click on Three Dots  icon and select the Re-Initiate option.

Service Details

Service Details

Adding A New Service #

To add new service, click on and select option. The users need to provide the details below and click on the Add button to save the details.

To initiate the newly added service discovery, click on the Three Dots icon and select the Initiate option to perform a deep dive service discovery.

Adding a New Service

Adding New Service

Assets – Databases #

The Database Hub Dashboard #

The Databases Hub dashboard contains the overall information of the discovered databases and are classified into 8 sections.

  • Section 1 contains Instance type (Physical or Virtual) counts of the database instances.
  • Section 2 contains Database type counts and overall percentage of discovered instances.
  • Section 3 contains environment type details of database instances.
  • Section 4 contains Migration recommendation details for the databases whether they need to be migrated as Platform as a Service (PaaS) or as Infrastructure as a Service (IaaS).
  • Section 5 contains overall Operating system details where databases are installed.
  • Section 6 contains the overall capacity and consumption details for CPU, Memory and Storage for the database instances.
  • Section 7 contains database classification in a pie chart, user can click in each section to get the individual database counts.
  • Section 8 contains databases end of life classification for the database version discovered. User can click on each section of the donut chart to view the individual versions EOSL for the particular database type.

The Database Hub Dashboard

The Database Hub Dashboard

Oracle Database Dashboard #

The Oracle Database Dashboard will contain overall details for the Oracle Databases which are classified into four sections.

  • Section 1 contains the overall percentage of individual oracle versions.
  • Section 2 contains a number of database session
  • Section 3 contains overall capacity and consumption details of CPU, Memory and Storage.
  • Section 4 contains overview details of individual databases configured on the instances.

Oracle Database Dashboard

Oracle Database Dashboard

Database Details List #

To select the list view, click on Three Dots icon which contains a list of all the oracle instances that are discovered during the host discovery phase. Once the deep dive service discovery is done, the user can click on the Three Dots icon and select Details to view database data points collected during the deep dive discovery.

This screen will show individual data points collected for each database. The user can click on each data point to view detailed information.

Database Details List

Example of data points collected during the deep dive discovery for Oracle

SQL Database #

SQL dashboard will contain overall details; the data can be classified into four sections.

  • Section 1 contains overall percentage of individual oracle versions.
  • Section 2 contains number of services (SSIS, SSRS, SSMS) counts.
  • Section 3 contains overall capacity and consumption details of CPU, Memory and Storage.
  • Section 4 contains overview details of individual databases configured on the instances.

SQL Database Dashboard

SQL Database Dashboard

SQL Instance Details #

To select the list view, click on the Three Dots icon which contains list of all the SQL instances that are discovered during the host discovery phase. Once the deep dive service discovery is done, the user can click on the Three Dots icon and select Details to view database data points collected during the deep dive discovery.

SQL Instance Details

SQL Instance Details

Reports #

Discover Reports #

Matilda Discover can generate the following reports from data collected during the discovery process.

Matilda Discover Reports List

Matilda Discover Reports List

Click on the text ‘Create Now’ to create a new report.

Creating a New ReportCreating New Report

Enter a Report Name you would like, then select ‘Report Type’.

Selecting the Report Type

Selecting the Report Type

Inventory Report #

System information like Hardware Resources, Network Configurations, Sever Activity, Software installations and configurations can be fetched. The details can be exported in a CSV format and details can be exported in levels ranging from Datacenters individual hosts.

To Generate an Inventory Report: #

  • Navigate to Reports Tab in Matilda Discovery Console.
  • Provide a ‘Report Name’, select ‘Inventory Report’, and click Create.
  • Click on the file name to Download the report.

 

Cloud Consolidation Report #

This report provides a consolidated view for the existing hardware configurations, installed software versions, and its End-of-Life Cycle. Matilda Discovery provides Recommendations and Migration strategies collected to various clouds (AWS, Azure and OCI) of the infrastructure. These details can be exported as CSV format.

Generating a Cloud Consolidation Report: #

  • Navigate to Reports tab in Matilda Discovery Console.
  • Provide the “Report Name”, select Report type as “Cloud Consolidation Report”.
  • Select the Cloud Type “(AWS or Azure)” for which report needs to be generated.
  • Click on the “File” to download the report.

 

Cloud Migration Report #

This report provides an overview of the infrastructure (Operating System and Software), Matilda Discovery migration strategy, and recommendations for various clouds (AWS and Azure).

Generating a Cloud Migration Report: #

  • Navigate to Reports tab on Matilda Discovery Console.
  • Provide the Report Name, select “Cloud Migration”.
  • Click on the “File” to download the report.

 

Summary Report #

This report provides the overview of the Discovery on the Infrastructure (Platforms and Services), Migrations Strategies and Recommendations (Operating Systems and Software) and Top ten Utilized Instances (CPU, Memory and Storage).

Generating a Summary Report: #

  • Navigate to Reports Tab in Matilda Discovery Console.
  • Provide the Report Name and select “Summary Report”.
  • Click on the “File” to download the report.

 

RAW Report #

This report consists of additional information for processes, environment variables, programs, uptime services, system drivers and services in RAW format for further analysis. All the files will be added to .zip file format to be downloaded.

Generating a RAW Report #

  • Navigate to Reports Tab in Matilda Discovery Console.
  • Provide the Report Name and select “Raw Report”.
  • Click on the “File” to download the zip file.

 

Matilda Discover Sample Reports #

Sample reports will be provided by the Matilda team during the presale process. Please talk to your Matilda SME to obtain sample reports prior to purchase.

 

Advanced-Instance Assessment Reports #

The user can view instance level assessment reports by selecting the assessment in the drop down.

Once the assessment results are available the user can click on count to get details for the assessment value. Click on the Details icon for policy information regarding assessment and the Information  icon for more information.

Instance Assessment Report

Instance Assessment Report

Instance Assessment Details
Instance Assessment Details Report

Advanced-Application Assessment Reports #

Once the assessment results are available; the user can click on count to get details for the assessment value. Click on the Details icon for policy information regarding assessment and Information icon for more information. To download assessment report, the user can click on Download  icon. This will download the selected assessment report in the PDF format.

Advanced Application Assessment Report

 

TCO- Total Cost of Ownership Templates #

The user can configure the TCO templates based on the requirements to migrate to the cloud. Multiple templates can be configured based on the server types, the environment, etc. Based on the configuration of a template, Discover will choose a particular template and the TCO for the instance will be analyzed.

A default template can be configured as well. If the tool finds out that there is no template that an instance can fit into, then the default template will be chosen for the TCO analysis.

Default TCO Analysis Template

The Default TCO Analysis Template

TCO Template Configuration #

A template can be configured under Setting — > TCO and click Add Configuration.

The configuration will be shown based on the cloud provider. The user can manage the configuration by setting family type, minimum memory, minimum vCPU, and the region on the cloud the user wants to migrate their instances can be configured as well.

TCO Template Configuration

TCO Template Configuration

Choosing the TCO Environment #

The user can choose the Environment and the server type by giving the template name. This will quickly estimate your Cloud Server TCO. The user can choose which Family Type they would like to include for cloud migration. The user can also select the buffer size percentage for the current storage of the instance discovered.

Choosing the TCO Environment

Choosing the TCO Environment

Choosing the Cloud Cost Savings Strategy #

The user can choose the cost savings options used to calculate the TCO on the targeted cloud.

Choosing the Cloud Cost Savings Strategy

Choosing the Cloud Cost Savings Strategy

Advanced Settings for Cloud Migration TCO Assessment #

In advanced settings, the user can choose the advanced options to customize the values, which can be considered during the Cloud Migration TCO Assessment.

  • After these templates are created, the TCO can be re-initiated in the TCO page under the instance tab as follows.
  • Once the TCO templates are configured and the re-initiate button is clicked, the TCO analysis will change as per the configured templates.

Advanced Settings for Cloud Migration TCO Assessment

Advanced Settings for Cloud Migration TCO Assessment

 

Assessments #

Instance Assessments #

Assessments at the instance and application level can be managed under Settings > Assessments.

The main purpose of this page is to allow customers to customize the assessments,  and the reports, to fit their needs. Here, we can run or re-run every assessment, enable / disable assessments, policies within them and even the rules and parameters used to define the assessments. We can also adjust the threshold values for individual rule and parameters and re-run the assessments with new configurations.

Instance Assessment Settings

Instance Assessment Settings

Application Assessments #

Application Assessments

 Application Assessments

Application Assessment Policies

Application Assessments Policies

Configurations #

Operating Systems #

In this screen, the user can view the list of Operating Systems and versions Matilda Discovery supports. The user can also view the End-of-Life details like support date, extended support date and migration strategy. The user can add new Operating System details by selecting the Add Operating Systems icon, enter the details and click on Add  to save the details. To update existing info, click on Edit icon to edit details in the below window and click on Update to save the details.

Operating System Configuration

Services #

In this screen, the user can view the list of Services and versions that Matilda Discover supports. The user can also view the End-of-Life details like support date and extended support date.

Service Configuration

Service Configuration

Service Configuration Details

Service Configuration Details

The user can add new Operating System details by selecting the Add Service icon, entering the details and click on Add to save the details. To update existing info, click on Edit icon to edit details in the below window and click on Update to save details.

Updating Service Configuration Details

Updating Service Configuration Details

Ports #

In this screen, the user can view the list of well-known ports and associated service details.

Port Configuration

Port Configuration

The user can add new port details by selecting Add Port icon, entering the details and clicking on Add to save the details. To update existing info, click on the Edit  icon to edit the details in the window below and click on Update to save details.

Updating Port Configuration Details

Updating Port Configuration Details

Hardware Details #

In this screen, the user can view the list of hardware by make, model and manufacturer details. The user can also view end-of- life date and status.

Hardware Configuration Details

Hardware Configuration Details

The user can add new hardware details by selecting Add Hardware icon, entering the details and clicking on Add to save the details. To update existing info, click on the Edit  icon to edit details in the below window and click on Update to save details.

Updating Hardware Configuration Details

Updating Hardware Configuration Details

Discovery Pre-check #

In this pre-check process, the Discovery process will pass through various states like Ping, Telnet, Authentication and Access. Once the target instances comply with the discovery requirements, we can proceed to deep dive discovery. Pre-checks can be done for given range of IP’s, CIDR range or for a single IP. To initiate pre-check process, click on Start PreCheck  and select Create PreCheck . The user can provide the details and select Validate to create the validation task.

Discovery PreCheck

Discovery PreCheck

The user can also use the Discovery Template and upload it to the tool and perform pre-check process. To initiate pre-check process, click on Start PreCheck and select Upload PreCheck. The user can click on Browse to upload the template and select Submit to create the validation task.

Uploading a PreCheck

Uploading a PreCheck

To view the validation details the user can click on the Eye icon. To download the validation details, click on the Download icon which will generate an Excel sheet with the results.

PreCheck Validation Details

PreCheck Validation Details

Alerts #

The alerts screen provides the user a way to stay up to date with the real-time errors during the discovery scan. This provides the detailed error messages and time stamps useful for IP level debugging.

Discovery.Alerts

Discovery Process Alert Details

User Roles #

Matilda Discover supports multiple User Roles with Access Details.

Login #

As soon as the user logs in for the first time, the user will be taken to the Discover home page with Default User Role which provides the user with minimum access.

Admin Org / Discover Admin #

This role will be created as part of Discover installation. This role can create new users on request from individual users.

  • Can have access across the application with full access.
  • Can Create / delete / update User details.
  • Can Create / edit / update page level access.
  • Can Create /edit/update Role’s information.
  • Can update look up details (master data management).
  • Can create credentials in vault group for discovery initiation.
  • Can Initiate discoveries/reinitiate discoveries.
  • Can Run the Assessments
  • Can run and view all reports.

 

Discover Admin #

  • Can Create / delete / update User details.
  • Can change user’s roles
  • Can update/delete/create look-up details (master data update).
  • Can create credentials in vault group for discovery initiation.
  • Can Initiate discoveries/reinitiate discoveries.
  • Can Run the Assessments
  • Can generate and view all reports.

 

Discover Assessor #

  • Can edit the personal details in user management.
  • Can update look up details (master data management).
  • Can create credentials in vault group for discovery initiation.
  • Can Initiate discoveries/reinitiate discoveries.
  • Can Run the Assessments
  • Can generate and view all reports.

 

Discover Initiator #

  • Can edit the personal details in user management.
  • Can create credentials in vault group for discovery initiation.
  • Can Initiate discoveries/reinitiate discoveries.
  • Can generate and view all reports.

 

Default User #

  • Can only view information the application.
  • Can only edit personal details.
  • Cannot create Discovery/Edit /Re-initiate.
  • Cannot Run Assessments and related processes.

 

Support #

Matilda Cloud support is offered by email during working hours Monday-Friday. Please contact info@matildacloud.com for assistance.

https://www.matildacloud.com

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