Configure Discovery and Risk Assessment Server to identify and assess files
Applies to: Discovery and Risk Assessment Server 2013
Summary: After you have installed Discovery and Risk Assessment, the next step is to configure it to identify and assess files in your organization.
Microsoft Discovery and Risk Assessment Server 2013 is a server application that works together with Microsoft Audit and Control Management Server 2013. After you have installed Microsoft Discovery and Risk Assessment Server 2013, you must configure it before anyone can use it. This article describes how to configure Microsoft Discovery and Risk Assessment Server 2013 so that you can use it to identify and assess important files, such as Excel workbooks and Access databases that people are using in your organization.
Before you begin
Before you begin this task, review the following information about prerequisites.
Microsoft Discovery and Risk Assessment Server 2013 must be installed.
You must have Read (db_reader) and Write (db_writer) permissions for Microsoft Audit and Control Management Server 2013 databases that are stored in SQL Server.
You must have the following information available to configure Microsoft Discovery and Risk Assessment Server 2013.
The name that you want to use to represent yourself or your group when you run a discovery process
The server name and the database name for the SQL Server database that is used for Microsoft Audit and Control Management Server 2013
Configure Discovery and Risk Assessment to identify and assess files
After you have installed Microsoft Discovery and Risk Assessment Server 2013, you can configure it to perform different tasks. Initially, configure Microsoft Discovery and Risk Assessment Server 2013 to identify and assess files, such as Excel workbooks and Access databases. The following procedure describes how to perform the initial configuration.
To configure Discovery and Risk Assessment for the first time
Open Microsoft Discovery and Risk Assessment Server 2013.
If you receive an error message that states that Microsoft Discovery and Risk Assessment Server 2013 is not configured, click OK to close the message window. Do not close Microsoft Discovery and Risk Assessment Server 2013.
On the File tab, select Configuration.
The Setup dialog box appears.
(This is optional.) To specify which RSK file to use, on the General tab, in the Spreadsheet Risk File row, click the Browse button. Select the RSK file that you want to use, and then click Open.
(This is optional.) Specify a Discovery Server Queue folder. When the Discovery and Risk Assessment (DRA) application is running, it checks the folder specified as the Discovery Server Queue. If it finds a *.dis file in the folder, it runs the discovery as configured in the file. You can configure and save discovery settings as a Discovery file (.DIS) and then manually copy the file into the Discovery Server Queue folder. Then when the Discovery and Risk Assessment application is running, it will run the discovery as configured. This is useful when a user must run a discovery but doesn't have the necessary privileges to log on to the computer where DRA is running. Note: The .dis file will be deleted automatically after the discovery process is completed.
(This is optional.) Specify a Discovery file. The file listed here is the most recently used Discovery file (*.dis file) which contains the settings which control a discovery process. This includes the list of folders and document libraries to scan, the search criteria, the risk assessment options, and the folder where the results will be saved. To create a Discovery file, click Discover on the toolbar or from the Tools menu click Discover.
Click the Server/Database tab.
In the Discovery Group box, specify a name to represent yourself or your group. The name that you specify is used for the list of files that are added to a master inventory when you run a discovery process.
Tip
If you want to share your master inventory with others, you should all specify the same Discovery Group name.
In the Database Configuration section, in the Server Name box, specify the name of the SQL Server database server and instance that is used for Microsoft Audit and Control Management Server 2013 that uses the form SQLServerName\DatabaseInstance.
In the Database Name box, specify the name of the SQL Server database that is used for Microsoft Audit and Control Management Server 2013.
Click Verify Connection to verify that Microsoft Discovery and Risk Assessment Server 2013 can successfully connect to Microsoft Audit and Control Management Server 2013 and to SQL Server.
Click OK to close the Setup dialog box.
If you receive a message that states that you must restart Microsoft Discovery and Risk Assessment Server 2013, click OK, and restart the application.
Next steps
Now that Microsoft Discovery and Risk Assessment Server 2013 is installed and configured, you can use it to perform various tasks, such as creating or updating a master inventory, or identifying and assessing Excel workbooks and Access databases that people are using in your organization. For more information, see Get started using Discovery and Risk Assessment Server.