HowTos - Knowledge Base

The HowTo's provided for download on this page answer frequently asked questions. The PDF files contain practical tips and instructions that can help users to solve frequently mentioned but simple problems on their own, and our support team can of course be contacted at any time via support@docusnap.com if you have further individual questions about Docusnap functions.

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Contents

Version

File

Activation

The basic steps to run Docusnap on systems with internet connection and also in isolated environments through offline activation.

Docusnap 6.3

Additional Information

In order for Docusnap to be ideally utilised, it is necessary to be able to easily supplement or extend database objects with any information.

Docusnap X

Analysis - Docusnap Connect - Create your own queries

Docusnap Connect can be used to generate and analyse your own queries with the required information.

Docusnap 13

Analysis - IT Security - Permission analysis

IT security in Docusnap can be used to analyse permissions in the file system, Exchange and SharePoint areas.

Docusnap 13

Analysis - IT Security - Report jobs (CSV)

It describes how a large number of directory reports can be conveniently created, scheduled and distributed using a CSV import wizard.

Docusnap 13

Analysis - IT correlations

Diagrams offer the possibility of visualising relationships between objects. They can be created manually or automatically via IT dependencies.

Docusnap 13

Analysis - License management

With the licence management module in Docusnap, deployed software products can be managed dynamically.

Docusnap 13

Analysis - Notification by e-mail

Docusnap offers the option of sending notifications about events automatically by e-mail. A message definition is created for this purpose.

Docusnap 13

Configuration - Docusnap Discovery Service

Once the Discovery Service has been successfully installed on the central Docusnap server, inventory jobs can be managed and commissioned from the head office.

Docusnap 13

Configuration - Docusnap Enterprise Search

Docusnap 13

Configuration - Docusnap Web

With Docusnap, it is possible to access most of the data in the Docusnap database and create reports using a browser and any end device.

Docusnap 13

Configuration - Docusnap Web - Configuring a company specific access

If several clients document in a Docusnap instance, customers, for example, can set up access to their data using user administration and Docusnap Web.

Docusnap 13

Configuration - License Exceeded

Docusnap 13

Configuration - User Management

By activating user administration in Docusnap, a granular authorisation assignment can be set up via a user role concept.

Docusnap 13

Configuring a Company-Specific Access to Docusnap Web

Database access and report output are possible for any employee/customer without the need to install a fat client.

Docusnap X

Creating Custom IT Documentation Based on Business Structures

This document describes how to create an independent framework for different IT documentation in the Docusnap documentation suite.

Docusnap X

Creation and Add-on of IT-Assets

With IT assets, systems that are not automatically inventoried by Docusnap can be conveniently recorded manually or via data import.

Docusnap 6.3

Customizing - Create Reports

Information is collected in Docusnap as part of the inventory process. This information can be output and analysed using reports.

Docusnap X

Customizing - Create a Data view

By creating a customised view, data from different tables can be merged and displayed in a list.

Docusnap 13

Customizing - Creating reports

Docusnap comes with several reports that prepare inventorised data and provide information in various levels of detail.

Docusnap 13

Customizing - Customize logos and designs of reports

In the Docusnap reporting system, it is possible to adapt the corporate identity (CI) in the form of logos, colours and fonts.

Docusnap 13

Customizing - Extension of the database structure

This HowTo is dedicated to the expansion of the database structure and the associated expansion of the input masks and meta objects.

Docusnap 13

Customizing Create Dataview

In addition to creating your own views via the Customizing area, Docusnap also supports individual customisation with the help of Docusnap Connect.

Docusnap X

Customizing Data Entry Forms

In addition to creating your own views via the Customizing area, Docusnap also supports individual customisation with the help of Docusnap Connect.

Docusnap X

Data Export and Import

Docusnap Connect allows you to select existing data in the Docusnap database and export it to other SQL databases.

Docusnap 6.3

Defining Notifications

This document describes how to create a notification in Docusnap.

Docusnap X

Defining Notifications (E-mail Reminders)

Docusnap offers the option of sending various notifications about events automatically by e-mail.

Docusnap 6.3

Discovery Service – Installation and Configuration

With additional manual effort, Docusnap Web can be installed on a Windows Server 2008 R2.

Docusnap X

Documentation - Additional information

This document describes how systems, users, clients, locations etc. can be supplemented with additional information.

Docusnap 13

Documentation - Documentation Framework - IT Documentation including business structures

This HowTo shows the procedure for creating an independent framework for different IT documentation in the Docusnap documentation suite.

Docusnap 13

Documentation - IT Concept

Within the IT concepts, inventoried information on systems, services and applications can be linked.

Docusnap 13

Documentation - Other Assets - Creation and add-on of other assets

Instructions on how to add further systems and devices relevant to the documentation to the IT documentation.

Docusnap 13

Documentation - Physical Infrastructure

The documentation of the physical infrastructure begins with the mapping of locations, buildings and rooms.

Docusnap 13

Docusnap 11 - Innovations and changes

An overview of the new features in Docusnap 11 - With the customisation of the GUI, many familiar actions can now be found in other places in Docusnap.

Docusnap 11

Docusnap 11 - Upgrade from Docusnap X to Docusnap 11

This How-To describes the upgrade from Docusnap X to Docusnap 11.

Docusnap 11

Docusnap 12 - New features, changes and upgrade

The release of Docusnap 12 introduces a number of new features and changes to Docusnap. This document is intended to present these at a glance.

Docusnap 12

Docusnap 13 - New features, changes and upgrade

With the Docusnap 13 release, a number of changes have been introduced in Docusnap. An overview of the new features and how to perform the upgrade.

Docusnap 13

Docusnap 6.3 – Getting Started

This HowTo describes the first steps with Docusnap and should make it easier to get started with the software.

Docusnap 6.3

Docusnap Connect Export / Import

With Docusnap Connect, users can prepare (hierarchical structure), reuse (concepts) or export specific data in the Docusnap interface.

Docusnap X

Docusnap Script Linux

This HowTo describes the use of the script-based inventory option for Linux systems.

Docusnap X

Docusnap Script Windows

A method for inventorying IT systems that are not or only irregularly in the network - e.g. laptops of field staff.

Docusnap X

DocusnapScript.exe (Script-Based Inventory Process)

A supplementary method for the network-based inventory of IT systems that are not or only irregularly located in the network.

Docusnap 6.3

How to Install Windows Server 2008 R2

With additional manual effort, Docusnap Web can be installed on a Windows Server 2008 R2.

Docusnap X

IT Concept

Within the IT concepts, inventoried data can be made usable and put into context.

Docusnap X

IT-Security

Docusnap X

Installation and configuration

This HowTo guides you through the entire installation and configuration process of Docusnap and a Microsoft SQL Server Express instance.

Docusnap 13

Installing and Configuring

This document guides you through the entire installation and configuration process of Docusnap X and a Microsoft SQL Server Express instance.

Docusnap X

Installing and Customizing Docusnap Web – Version 2.0

The Docusnap web server was released with the June 2018 release. The HowTo mainly refers to the installation and use of the web server.

Docusnap X

Interface - CSV import

Data that is available in CSV format is imported into the Docusnap database via data import (CSV).

Docusnap 13

Interface - Docusnap Connect - Exporting data

Docusnap Connect is used to generate customised queries with the required information. The data can then be exported / sent by e-mail.

Docusnap 13

Inventory - AWS

The scan of Amazon Web Services provides the possibility to inventory core areas of the AWS infrastructure.

Docusnap 13

Inventory - Active Directory

Docusnap 13

Inventory - Azure

Docusnap 13

Inventory - DFS

A guide on how to make DFS servers, namespaces, folder targets and their sharing authorisations available.

Docusnap 13

Inventory - DHCP

Docusnap can inventory DHCP servers and the information they contain.

Docusnap 13

Inventory - DNS

Docusnap 13

Inventory - Discovery Linux - script-based Linux Inventory

Docusnap 13

Inventory - Discovery Windows - script-based Windows Inventory

In addition to the remote inventory of Windows systems, Docusnap also offers the option of script-based inventory.

Docusnap 13

Inventory - Discovery Windows via Intune

This HowTo explains how to automate the Discovery Windows.exe via Intune.

Docusnap 13

Inventory - Exchange and Exchange Online

Docusnap 13

Inventory - Linux - Alternative authentication (SUDO, RSA)

Docusnap 13

Inventory - Location assignment of systems

Docusnap 13

Inventory - Mass Import of script data (Global Script Import)

The script-based inventory is executed locally on a system via an executable file and the data is saved in a DSI file.

Docusnap 13

Inventory - Microsoft 365

Docusnap 13

Inventory - SNMP

Active network components such as switches, routers and printers can be recorded with Docusnap using the SNMP inventory.

Docusnap 13

Inventory - SNMP - Additional tools (Telnet/SSH)

Docusnap 13

Inventory - SharePoint

Docusnap 13

Inventory - Veeam Backup & Replication

Docusnap 13

Inventory - Whitepaper

Docusnap 13

Inventory - Windows

In addition to hardware information, installed software products, server roles, updates, local users and more are also recorded.

Docusnap 13

Inventory - Windows - Mobile and Home Office devices

Two ways to regularly inventory systems that cannot be captured directly via Windows remote inventory.

Docusnap 13

Inventory - Windows / Linux / Mac - Software and file search

Docusnap 13

Inventory and Analysis of SNMP

The topic of SNMP is described in detail - which not only enables a complete inventory, but also the processing of the collected information.

Docusnap X

Inventory of Amazon Web Services (AWS)

The Amazon Web Services scan was implemented as an extension and provides the option to inventory core areas of the AWS infrastructure.

Docusnap X

Inventory – IP Scan

Docusnap 13

Inventorying Microsoft Azure

In this document, we describe the steps required to map information from your Microsoft Azure infrastructure in Docusnap.

Docusnap X

Inventorying Microsoft Exchange

This HowTo explains the basics and data sources of the Exchange inventory and provides solutions to common problems.

Docusnap X

Inventorying Microsoft Office 365

In this document, we describe the steps required to map information from your Microsoft Office 365 environment in Docusnap.

Docusnap X

Inventorying via IP-Scan

The IP scan in Docusnap provides the option of extensively scanning the network or that of a customer for active systems.

Docusnap X

License Management

Docusnap X

Linux Inventory - Alternative Authentication with RSA Key and Sudo User

Since the July 2019 version, it has been possible to carry out the Linux inventory using the sudo command.

Docusnap X

Managing User Access to Docusnap

In addition to creating your own views via the Customizing area, Docusnap also supports individual customisation with the help of Docusnap Connect.

Docusnap X

Migrating Docusnap to another server

This guide takes you through the following Docusnap X migration scenarios: Windows Client to Windows Server, Windows Server to Windows Server.

Docusnap X

Migrating from Docusnap 6.3 to Version X

This How-To describes what needs to be taken into account to ensure that the update from the existing Docusnap 6.3 to version X is successful.

Docusnap X

Migration - Migrate Docusnap and database to a new server

Preparation, implementation and follow-up - The migration of the Docusnap database to a new SQL server explained step by step.

Docusnap 13

Other Assets

With Other Assets, systems and valuables that are not automatically inventoried by Docusnap can be recorded manually or via data import.

Docusnap X

Other Assets (T-SQL)

This document describes how other asset objects can be created in the Docusnap CMDB using T-SQL queries.

Docusnap X

Physical Infrastructure

The documentation of the physical IT infrastructure begins with the mapping of locations, buildings and rooms.

Docusnap X

Report - User system assignment (Assets User)

Two reports can be used to obtain an overview of which assets are assigned to a user.

Docusnap 13

Report Jobs (CSV)

This HowTo describes how a large number of directory reports can be conveniently created, scheduled and distributed using a CSV import wizard.

Docusnap X

Reports - Customizing of Logos and Designs

In the Docusnap reporting system, it is possible to adapt the corporate identity (CI) in the form of your own logos, colours and fonts.

Docusnap X

User System Assignment Reports

Two reports are added to Docusnap to provide an overview of which assets are assigned to a user.

Docusnap X

WMI Access Problems

Docusnap inventories Windows systems using the standard Windows Management Instrumentation (WMI) interface.

Docusnap X

WMI Access Problems

If problems occur during the inventory of Windows systems, the WMI connection to a host can be tested.

Docusnap 6.3

White Paper Docusnap Inventory

The necessary prerequisites are explained in more detail in the chapters to help resolve initial inventory problems.

Docusnap X

Windows Firewall Exceptions

This document describes the necessary adjustments to firewall settings on Windows systems.

Docusnap X

Windows Firewall Exceptions

This document describes the necessary adjustments to firewall settings on Windows systems.

Docusnap 6.3