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 * Welcome to SysAid Documentation
 * Release Notes
   * Cloud Releases
     * 2023
       * Q1
         * 23.1.20
         * 23.1.10
     * 2022
       * Q4
         * 22.4.60
         * 22.4.50
         * 22.4.40
         * 22.4.30
         * 22.4.20
         * 22.4.10
       * Q3
         * 22.3.70
         * 22.3.60
         * 22.3.50
         * 22.3.40
         * 22.3.30
         * 22.3.20
         * 22.3.10
   * On-Premises Releases
     * 22.3.35
     * 22.1.65
     * 21.4.45
   * Security Enhancements
   * Upgrade path from previous versions
 * Installation and Upgrade Instructions
   * SysAid System Requirements for New Installations
   * SysAid Installation Guide
   * Migrate SysAid from a 32 bit to 64 bit Installation (Windows)
   * Linux (Docker) Installation/Upgrade Instructions
   * Administrator Tools Installation Instructions
   * SysAid Upgrade Guide
   * Tools
     * Tasks and Projects Guide
       * Project List
         * Project Form
         * Others
           * Process Monitor
           * SSO Connector
           * OneLogin User Repository
           * Automate Joe Processes
           * Okta Repository
           * ABots Guide
           * ABots - Active Directory User Management - On\Offboarding
           * ABots - Azure User Management -On/Offboarding
           * ABots - Active Directory User Management - Groups and OU
           * ABots - Azure AD User Management - Licensing
           * ABots - Microsoft Exchange - User Management - Distribution Groups
           * Automate Joe Setup Guide
       * Task
         * Task Form
       * Tasks and Projects Activities
     * Password Services Guide
       * Main
       * Security Questions
         * Edit Security Question
       * Audit Log
     * My Calendar
       * My Calendar Settings
     * User Management
       * Administrators
         * Edit Administrator
       * End Users
         * Edit End User
       * Companies
         * Company Edit
       * User Groups
         * Group Edit
 * Guides
   * SysAid Getting Started Guide
   * Automate Joe Onboarding Guide
   * SysAid Mobile Solution
   * SysAid Mobile for On Premises Accounts
   * Network Discovery Guide
   * SysAid SNMP Asset Management Guide
   * SysAid Agent Deployment Guide
     * SysAid Agent Deployment Guide
     * Manual Agent Deployment
   * SysAid Database Guide
   * SysAid Self-Service Portal Admin Guide
   * SysAid Patch Management Guide
   * SysAid Remote Control Guide
   * Guide to the SysAid Remote Discovery Service (RDS)
   * SysAid Cloud Migration
   * Guide to SysAid Change Management and Problem Management
     * Introduction to Change and Problem Management
     * Change Management and Problem Management Location Guide and FAQ
     * Example of a Change from Start to Finish
   * SysAid REST API Guide
     * SysAid REST API Details
 * Advanced Configurations
   * SSL Configuration for SysAid In-House Edition
   * Administrator Guide
     * Reset the Main SysAid Administrator Password
   * Cloud Edition Advanced Setup Guide
 * Service Desk
   * Help Desk
     * All
     * SR Form - Introduction
       * SR Fields
       * SR Fields Actions
       * SR Form Actions
       * Customize Forms
       * SR Form - SR History
       * SR Form - Related Items
       * SR Form Solutions
       * SR Form Chats
       * SR Business Impact
       * SR Form - Custom Printout
     * Incidents
       * Incident Management Overview
       * SR Form - Introduction
     * Requests
       * Request Form
     * Changes
       * Creating and Working on Changes
     * Problems
       * Creating and Working on Problems
     * Activities
     * Service Record Actions
   * Articles
     * Knowledge Base
     * Edit Knowledge Base Article
   * SysAid Chat Guide
     * Chat Console
     * Chat Sessions
       * Closed Chat
   * Miscellaneous
     * Dynamic Forms
     * Categories by User Groups
     * SR Weight
     * Solution Model
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     * Service Desk Action Items
     * Action Item Fields
     * Change SR Prefix
     * Using Lists
 * Assets
   * Asset Management
     * Asset Management Dashboard
     * Asset List
       * Asset Form
     * Asset Groups
     * Software Products
       * New Software Product
     * Patch Management List
     * Catalog
       * Edit Catalog Items
     * Asset Availability
     * Supplier List
       * Edit/Add New Supplier
     * Online Users
       * History
   * Introduction to SysAid Monitoring
     * Alerts
     * Event Log
     * Last Poll
     * Workstations/Servers/Network Devices
       * Workstations/Servers
   * My Desktop Guide
     * Main
     * Active Sessions
     * Registered Users
     * Accessible Assets
     * Audit Logs
   * Configuration Management Database (CMDB) Guide
     * Configuration Items List
       * Edit CI Properties
 * Analytics
   * Introduction
     * Admin Portal
     * Dashboard
     * Matrix
     * Customize and Run a Report
       * My Reports
       * Recent Reports
       * Scheduled Reports
       * Reports
         * Design Report
         * Edit Reports
         * Organize Reports
       * Report Form
         * Build a Report
         * Report Types
   * Performance
     * IT Benchmarks
     * Animated Summary
   * SLA/SLM Guide
     * Service Management
   * BI Analytics
     * Filter BI Data
     * BI Analytics Chart Option
     * BI Analytics Presentation
     * Fields Available in BI Analytics
 * Settings
   * Service Desk Settings
     * General
     * Priorities
     * Email Rules
       * Edit Email Rules
     * Alerts
     * SR Status Settings
     * Manage Attachments Storage
     * Merge Service Records
     * Import Categories
     * Categories
       * Category Form
     * Due Dates
       * Due Date Form
     * Escalation Rules
       * New Escalation Rule
       * Run Escalation Rules on Workflow Action Items
     * Operating Times
       * Modify Operating Times
     * SR Activities Settings
     * Insights Panel Widget List
       * Side Widgets Panel Form
     * Routing Rules List
       * Routing Rules Form
     * Timers
       * Timer Forms
   * Service Desk Templates
     * Incident Templates
       * Edit Incident Template
     * Request Templates
       * Edit Request Template
     * Change Templates
       * Edit Change Template
     * Problem templates
       * Edit Problem Template
     * Import Content Pack
     * Sub Types
       * New Edit Sub Type
     * Edit Workflow Template
     * Workflow Notifications
       * Edit/Create New Notification
   * SLA/SLM Guide
     * Service Agreement
       * Modify Agreement
     * Measurements Introduction
       * Measurements
       * Measurement Edit
       * Measurement Lists
       * Measurement List Edit
   * Chat Queues List
     * Edit Chat Queues
   * Assets Managament
     * Asset Types
     * Import Assets
     * Patch Management Settings
     * Patch Management Policies
       * Edit a Patch Management Policy
       * Patch Management Requirements
     * SNMP OIDs Settings
     * Registry Keys
     * Remote Control Settings
     * Vendor Management
       * Vendor Form
     * Notifications
       * Asset Management Events
       * Notifications List
   * Network Discovery Guide
     * General
     * WMI Scan
       * WMI Scan Form
       * Network Discovery Wizard
     * SNMP Scan List
       * SNMP Scan Form
     * Update Asset Data
     * Upgrade Agents Version
     * RDS
       * Deploy Agents from the RDS
       * Publish Settings Configuration Policies to the Agents
     * Agent Deployment Plan
       * Agent Deployment Plan Form
       * Troubleshooting
     * Downloads
     * Log
     * Agent Settings Management
       * Agent Settings Form
     * Credentials List
       * Credential Form
   * Monitoring
     * Monitoring Settings
     * Workstation/Server Templates
       * Edit Workstation Server Template
     * Notifications
       * Edit Monitoring Notifications
   * CMDB
     * CI Type List
       * Edit CI Types
     * CI Sub Types
     * CI Relation Types
       * New CI Relation Type
     * CI Templates
       * New Template
     * Import System Items
     * Import CIs from a Delimited File
     * Import Settings
     * Import Asset to CI Settings
     * Import CI Relations
   * Advanced Reporting
     * Design Dashboard
     * BI Analytics Settings
   * Tasks & Projects
     * Project Settings
     * Notifications List
   * User Management
     * Import Users
     * Import Companies
   * Integration
     * Email Integration List
       * Email Integration Edit
         * Required Network Access
         * Outgoing Email Integration Form
         * Incoming Email Integration Form
         * Microsoft 365 Email Integration with OAuth 2.0
         * Google Email Integration with OAuth 2.0
         * Email Integration Form
     * Text Messages
     * LDAP Integration
       * LDAP Form - General Tab
       * LDAP Form - Filters Tab
       * LDAP Form - User Roots Tab
       * LDAP Form - Group Roots Tab
       * LDAP Form - Attribute Mapping Tab
       * LDAP Configuration for SysAid Cloud Edition
     * Calendar Sync
     * Marketplace
     * My Apps
       * ADFS
       * AI Service Desk
         * Setup AI Service Desk (Microsoft Teams)
         * Use AI Service Desk in SysAid
       * Automate Joe
         * Automate Joe
         * Run a Powershell script via Automate Joe
       * Azure
       * Bomgar
       * CAS
       * Chromebooks
       * Dell Web Services
       * Google Apps
       * Jira
       * Nagios
         * Setup Nagios Core Integration
         * Configure Nagios XI Integration
         * Access Nagios in SysAid Asset Management
       * Office 365
       * Okta
       * OneLogin
       * Power BI Extract
       * SysAid IP Filter
       * SolarWinds
       * Skype for Business
       * Shibboleth
       * Slack
         * Use the Slack Integration in SysAid
       * TeamViewer
       * TeamViewer Embedded Service
       * Trello
       * WorkSafe App
       * Zapier
     * SysAid CTI (Computer Telephony Integration)
   * Customize
     * Account Defaults
     * Appearance
     * Translation
     * Fields Customization
       * Customize Entity Column
       * Create/Edit Custom Entity Column
       * Triggers
     * Edit News
       * Add/Edit News Item
     * Lists
     * Survey Introduction
       * Service Record Survey
       * Edit/New Survey Question
     * Automatic Texts
       * Edit Automatic Text
     * Notifications
       * Custom Notification Form
     * Web Forms
     * Event Logs
       * New Manual Event
     * Reminders
     * Reminder Notifications
     * Customize Lists
       * New Dropdown Filter
     * Customize Forms
     * Edit Notifications
   * Password Services
     * General
     * Password Services Notification
     * Notifications
   * Self-Service Portal
     * General Settings
     * Self-Service Portal Settings
     * Incident Submission Form
     * Request Submission Form
     * Settings Form
     * Toolbox Widget List
       * Toolbox Widget Form
     * Service Catalog
     * Banners List
     * Themes List
       * Theme Colors
 * My Menu
   * My Settings
   * Send Message
   * About
   * Self-Service Portal Guide
 * Navigation Bar
   * Instant Message
   * Menu Customization
   * Favorites List
     * Edit or Add Favorites
     * Phone Call
 * Miscellaneous
   * List Icons
   * Customize Forms
   * Expression Builder
   * Using SysAid Lists
 * Self-Service Portal
   * Login
   * Submit an Incident
   * Submit a Request
   * Scoreboard
   * Frequently Asked Questions
     * FAQ
     * View FAQ Article
   * Action Items
   * Toolbox Items
   * My Settings
   * Search
   * Ticket View
   * SysAid Calendar
   * Password Self Service
     * Step 1 - Reset Password/Unlock Account
     * Step 2 - Reset Password/Unlock Account,
     * Step 3 - Reset Password
     * Final Step - Reset Password/Unlock Account
 * Documentación en línea
   * Mesa de ayuda todo
   * Formulario del SR
   * Guía de instalación de SysAid
   * Guía de inicio de SysAid
   * Guía de implementación del agente de SysAid
   * Guía del administrador
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   * Formulario de integración de correo electrónico
   * Formulario de notificación personalizado
   * Editar/crear nueva notificación
   * Guía del portal de autoservicio
   * Enviar un incidente
   * Mi configuración


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Guide to the SysAid Remote Discovery Service (RDS)
 * 13 Nov 2022
 * 6 Minutes to read

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Contents


GUIDE TO THE SYSAID REMOTE DISCOVERY SERVICE (RDS)

 * Updated on 13 Nov 2022
 * 6 Minutes to read

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INTRODUCTION

As a comprehensive IT Service Management (ITSM) solution, SysAid consists of two
basic, tightly integrated components: Service Desk and Assets Management.
Implementing IT Asset Management (ITAM) may be a challenge in a multi-site
organization, especially when ITSM is implemented as a cloud service. Attempts
to discover and monitor the network from outside the organization will encounter
inevitable obstacles due to the local firewall and network utilization.

To resolve these issues, SysAid places a type of proxy, called the SysAid Remote
Discovery Service (RDS), in the local network where assets are located. The RDS
is the only node on the local network that communicates directly with the SysAid
server or cloud. It performs all monitoring, inventory discovery, agent
deployment, and LDAP integration processes locally at remote sites, and then
communicates all the necessary data back to your SysAid server or cloud. Using
RDS ensures that all the network traffic generated during network discovery and
monitoring is local traffic. This results in reduced network latency and
bandwidth usage, and increased reliability. SysAid RDS does not require you to
open ports on your local firewalls, and it transmits all data to the SysAid
server or cloud through the internet.

SysAid cloud customers must install at least one SysAid RDS node on their local
network to take full advantage of SysAid's Asset Management capabilities.

Note: For optimal performance, we recommend that networks with 20 assets or more
use RDS nodes. An individual RDS node should be used for up to 2000 assets. For
more information, see System Requirements.

If your RDS is using SysAid Patch Management, ensure port 1070 is opened for
communication on the RDS for the target assets.


INSTALL RDS

You can install RDS onto as many hosts as are necessary for network discovery
and monitoring.

To install SysAid RDS:

 1.  Download the appropriate installer package from Settings > Network
     Discovery > Downloads > Download SysAid remote discovery service 
 2.  Save this file to the computer that will be hosting RDS.
 3.  Run the installer package.
 4.  On the first page of the installer, click Next.
     
 5.  Choose the location for the RDS installation using the Browse button, then
     click Next. Typically, there is no need to change the default location.
     
 6.  Choose whether you want the RDS Installer to automatically create a local
     administrator user account dedicated for RDS
     --or--
     Specify a user account which has administrative privileges on this machine,
     which has a local user profile. This means that the specific user account
     has previously logged into this machine at least once.
     
 7.  For Service Name, enter the name of the RDS node as you would like it to
     appear in SysAid on the list of available RDSes.
 8.  Enter your Account ID and Server URL as they appear in SysAid under
     Settings > Network Discovery > Downloads.
 9.  Enter the port that RDS will use for accepting incoming communications from
     Agents deployed on the local network. Then click Next.
     
 10. Review the configuration information you've entered. If all information is
     correct, click Install.
     
     SysAid installs the RDS.
     
 11. When the installation is completed, an installation complete screen opens.
     Click Finish to close the Setup Wizard.
     

The RDS you've just installed appears in SysAid under Settings > Network
Discovery > RDS. More information about this page can be found here.


NETWORK DISCOVERY USING RDS

After installing SysAid RDS, you can use it for all network discovery functions
available from within SysAid.

To perform network discovery using SysAid RDS:

 1. Go to Settings > Network Discovery.
 2. Select the type of discovery you would like to perform.
 3. In the Discovery Service Name column, select the RDS you just deployed. The
    name appears exactly as you entered it in Step 6 of Installing RDS, above.
 4. You can now continue with network discovery using SysAid RDS as the
    discovery service. For further instructions for performing network
    discovery, please see the complete Network Discovery Guide.


LDAP USING RDS

After installing the SysAid RDS, you can use it to bridge the communication
between your LDAP server and the SysAid server, eliminating the need to open
ports in the local firewall.

To configure LDAP integration using the SysAid RDS:

 1. Go to Settings > Integration > LDAP.
 2. Select the RDS name you would like to use for this LDAP Integration. The RDS
    must be able to communicate with the LDAP server you are integrating with.
    The RDS name appears exactly as you entered it in Step 6 of Installing RDS,
    above.
    
 3. For complete instructions on configuring the LDAP Integration please go
    here.


HOW RDS WORKS


RDS ARCHITECTURE

SysAid RDS was designed to solve three primary challenges:

 * Performing network discovery and monitoring functions in locations that the
   SysAid server couldn't otherwise access without opening ports in the local
   firewall. As such, at least one RDS deployment is recommended for all Cloud
   Edition customers.
 * Optimizing the flow of network traffic between computers in the local network
   and the SysAid server.
 * Bridging communication between your LDAP server and SysAid server in
   locations that the SysAid server would not have access to the LDAP server
   without opening ports in the local firewall. It is recommended that all cloud
   customers have RDS within their local network to allow this communication.

To resolve these challenges, SysAid RDS is deployed locally on a computer at
each company location where it is:

 * Needed to enable connectivity to the SysAid server.
   --and/or--
 * Used to optimize network traffic.

The deployment includes a web server that is used to communicate with computers
that have the SysAid agent installed. RDS can perform SNMP and WMI network
scans, agent deployment, LDAP integration, as well as collect monitoring data
from computers. Furthermore, RDS collects and distributes all messages from the
SysAid server that are intended for local computers (such as remote control
requests).

All SysAid agents send their inventory and monitoring data to their respective
RDS. RDS optimizes the data for transmission and then sends it to the SysAid
server in a manner that maximizes network efficiency. In the event that a
particular RDS deployment is unavailable, all communications that would normally
be handled by RDS go directly to the SysAid server instead.

SysAid RDS manages assets at each company location and communicates with the
SysAid server



NETWORK DISCOVERY

SysAid RDS handles all local network discovery functions. This includes WMI
scanning, SNMP scanning, deploying the SysAid agent, and managing hardware
inventories. All collected inventory data is sent by RDS to the SysAid server.
If there is a lot of data to be sent at once, RDS optimizes the data
transmission by fragmenting data and sending blocks.

RDS sends an inventory report to the SysAid server


SysAid RDS can also upgrade the version of the SysAid Agent deployed to your
computers when a new Agent version is released.


MONITORING

All local monitoring data is reported to RDS, and RDS then sends that data to
the SysAid Server. For ping testing, RDS initiates the ping, and for port
testing and URL testing, RDS tries to contact the port or URL.

By performing monitoring tests locally from RDS, the communication problems
caused by firewalls are eliminated.

Monitoring tests performed by SysAid RDS


Ping testing, port testing, and URL testing performed by SysAid RDS



LDAP

SysAid RDS acts as a bridge for all LDAP processes, such as importing users,
user authentication, and Password Services functions (reset LDAP passwords and
unlock LDAP accounts). For example, when SysAid imports users from LDAP, the RDS
fetches the needed data from LDAP and then transmits it to the SysAid Server,
eliminating the need to open ports in the local firewall. All password related
communication between the SysAid RDS and the SysAid server is encrypted. To
secure all communication, ensure that the RDS communicates with the SysAid
server using https in the server URL.

LDAP integration, performed by SysAid RDS



DESIGNATED RDS PER ASSET

Each asset has its own designated RDS that it reports to. By default, the
designated RDS is the RDS used to discover the asset.

If you need to change the designated RDS, you may do so from Assets > Asset
Management >Asset list using list actions.


SET PROXY SETTINGS ON THE RDS

To configure the Proxy settings on your RDS

 1. Open the RDS properties file by navigating to C:\Program
    Files\SysAidRemoteDiscovery\root\WEB-INF\conf\DiscoveryService.properties.
 2. Add the following parameters and fill in their values:
    * proxy.host=
    * proxy.port=
    * proxy.user=
    * proxy.password=

When you finish, the file should look something like this example:

#Discovery Service Configuration
#Wed Apr 15 10:02:11 WGST 2015
mongo.port=28000
os.type=64
service.name=SERVICENAME
build.num=b25
account.id=ACCOUNTID
rds.version=14.4.33
clientVersion=14.4.33
rds.url=http\://RDSURL\:8080
server.url=http\://SERVERURL.sysaidit.com\:80
proxy.host= xxx
proxy.port=xxx
proxy.user=xxx
proxy.password=xxx


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Table of contents

 * Introduction
 * Install RDS
 * Network Discovery using RDS
 * LDAP using RDS
 * How RDS works
   * RDS architecture
   * Network discovery
   * Monitoring
   * LDAP
   * Designated RDS per asset
 * Set Proxy settings on the RDS
 * 





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