Docusnap365 Quick Start

    Get started

    There are very few steps required to get started successfully with Docusnap365. These are:

    • Deployment of the Docusnap365 environment
    • Installation and pairing of the Docusnap Enterprise Gateway
    • Inventory of Windows systems
    • Inventory of network devices
    • Initial results

    Deploying the Docusnap365 environment

    To get started with Docusnap365, a user account is required, which can be created via the Docusnap365 trial form. Once registered, an email will be sent with a link to create the user account. Once the credentials are completed, the Docusnap365 environment will be deployed.

    Let’s go

    After successfully logging in to docusnap365.com, Docusnap365 opens for the first time. The Docusnap Enterprise Gateway is required for the inventory of an IT infrastructure. The Docusnap Enterprise Gateway is the interface between Docusnap365 and an organization’s IT infrastructure. The Docusnap Enterprise Gateway must be installed on a system that resides in the organization’s IT infrastructure.

    Installing the Docusnap Enterprise Gateway

    On the start page of Docusnap365 in the section “Docusnap Enterprise Gateway” the Docusnap Enterprise Gateway can be downloaded. The installation must be executed with local administration rights. After confirming the default path and the user agreement, the installation can be performed.

    Installation steps of the Docusnap Enterprise Gateway

    Registration of the Docusnap Enterprise Gateway

    After the installation is complete, the default browser opens with the login page for Docusnap365. Once the login is complete, the Docusnap Enterprise Gateway starts and the registration is performed automatically. The process may take a few seconds to complete. During registration, the Docusnap Enterprise Gateway is paired with the isolated Docusnap365 infrastructure. When the Docusnap Enterprise Gateway is successfully connected, it should be listed as “Active” on the main Docusnap365 dashboard.

    Registering and pairing the Docusnap Enterprise Gateway with Docusnap365

    First discovery

    By the term “discovery” we mean both the automated collection of data about the IT infrastructure (hardware, systems, Microsoft 365, …) and the transfer, preparation and storage of this information. These data and information form the basis for documentation and analysis with Docusnap365. The discovery wizards and job management are located in the “Discovery” section of the main menu. Discovery jobs can be executed once immediately or according to a desired schedule.

    Discovery Windows systems

    The “Windows(AD)” wizard can be accessed via the left navigation area “Discovery”. In the discovery dialog, the Docusnap Enterprise Gateway, organization, and platform should already be pre-populated. Windows system and hardware are assigned based on this information during the discovery process. In the “Logon information” area in the “Domain” input field, the Fully qualified domain name (FQDN) must be specified. For username and password, the credentials of an AD user who has sufficient privileges (administrator) must be specified. The credentials can optionally be stored permanently in the isolated vault. More information about the vault can be found here. Once all the information has been entered, the discovery can be started.

    Wizard for discovery of Windows systems in Docusnap365

    “Interactive jobs” view

    The “Interactive jobs” view shows all jobs that have been executed interactively so far. The previously created job “Windows(AD)” is immediately visible here and the current execution state is displayed in the “Last status” column.

    Discovery network devices

    The second discovery job captures, using the SNMP protocol, printers, switches, and other devices that are on the network of the system on which the Docusnap Enterprise Gateway has been installed. For this purpose, the name of the SNMP community should be known. By default, device manufacturers use the name “public”. The wizard is started by clicking on SNMPv1/-v2 in the “Discovery” area. In the “Logon information” area of this dialog, the desired IPv4 range must be entered in CIDR notation (e.g. If required, the name of the SNMP community must be adjusted in the “Community” input field. Once all the information has been entered, the discovery can be started.

    Wizard for discovery of SNMP systems in Docusnap365

    Further Information