FNM 1350 FNMP Administration v2017 LabManual Rev 17.5 PDF

Flexera Product Education
FNM1350 FlexNet Manager Platform

Administration Lab Manual
Version 2017 R2
Revision 17.5
Modified Aug 23rd, 2017
Lab URL: The instructor will provide a Class URL and Passphrase
Admin Account: flexeratraining\fnms-admin

Admin Password: F1exera (Number “1” (one) in place of the letter “l”)
Service Account: flexeratraining\svc-flexnet
Admin Password: F1exera (Number “1” (one) in place of the letter “l”)
Inventory Beacon Name: FlexBeacon
Application Server Name: FlexApp
Data Server Name: FlexData
Domain Name: Flexeratraining.com
FNM-1350 FNMS Administration Class Files URL: https://flexerasoftware.box.com/FNM-1350
Pass: _______________
© 2017 Flexera | Company Confidential | Product Education

FNM-1350: FlexNet Manager Suite 2017 Administration Lab Manual
Lab Environment:
Name: FlexApp Name: FlexData Name: FlexBeacon

IP: 10.160.0.4 IP: 10.160.0.3 Member of
Admin User: Domain Admin: flexeratraining
fnms-admin fnms-admin domain.
All Passwords: F1exera nd IP: 10.160.0.5
2 Local Admin User:
Win 2012 Server R2 Administrator2 Admin User:
x64 All Passwords: F1exera fnms-admin
Member of Win 2012 R2 Server x64 Local User: FlexUser
flexeratraining Domain AD Domain Controller All Passwords:
IIS for flexeratraining F1exera
SQL Management domain Win 8.1 x64
Console DNS Server
SQL Server 2012
You should be able to verify which system you are logged on by the desktop background. Each system will have
a different color and will have the name of the system on the background:
a) flexbeacon.flexeratraining.com – FNMS Beacon (Blue)
b) flexapp.flexeratraining.com – FNMS Application Server (Light Rose)
c) flexdata.flexeratraining.com – FNMS Data Server (Tan)
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Overview ...............................................................................................................................6
Lab 1. Start Systems and verify all systems .........................................................................7
Module 1 Start up the initial systems .................................................................................................................7
Lab 2. FNMS System Administration ................................................................................. 10
Module 2 Set the Time on your server ............................................................................................................ 10
Module 3 System Menu ................................................................................................................................... 11
Module 4 Manage System Settings ................................................................................................................. 17
Module 5 Review Users, Operators and Roles ................................................................................................ 19
Module 6 Create a Restricted Operator Role .................................................................................................. 23
Lab 3. Managing Organizational Structure and Enterprise Groups ..................................... 26
Module 7 Enterprise Groups ............................................................................................................................ 26
Lab 4. Install and Configure the Beacon ............................................................................ 28
Module 8 Download the Beacon ..................................................................................................................... 28
Module 9 Download & Install the Beacon ....................................................................................................... 30
Module 10 Register your Beacon ................................................................................................................... 33
Module 11 Configure your beacon ................................................................................................................ 35
Module 12 Verify Business Adapter Configurations ...................................................................................... 43
Module 13 Import from Active Directory ...................................................................................................... 45
Module 14 Enabling additional logging on the Beacon ................................................................................. 47
Lab 5. Manage Users Imported via Active Directory & Create Operators ........................... 48
Module 15 Create an Account and Assign a Role .......................................................................................... 48
Module 16 Log On with a Different Role ....................................................................................................... 49
Module 17 User Resources and Responsibilities Handover .......................................................................... 50
Lab 6. Connect the Beacon to Third Party Inventory Data .................................................. 52
Module 18 Connect the Beacon to SCCM Databases .................................................................................... 52
Module 19 View the Inventory from All Inventory ........................................................................................ 63
Lab 7. Collect Initial Inventory .......................................................................................... 65
Module 20 Import Inventory from a Spreadsheet ......................................................................................... 65
Module 21 Scheduled Spreadsheet Inventory Import from a Beacon .......................................................... 69
Module 22 Verify the Local Running of an Inventory from a Batch File ........................................................ 70
Module 23 Run an Inventory and upload resulting inventory to a local file folder....................................... 74
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Lab 8. Preparing for Discovery and Inventory Tasks........................................................... 75

Module 24 Create Credentials on the Beacon Password Store ..................................................................... 75
Module 25 Assigning Subnets to the Beacon ................................................................................................ 77
Lab 9. Creating Discovery Rules ........................................................................................ 82
Module 26 Create a Discovery Rule ............................................................................................................... 82
Module 27 Create a Recurring Rule with a Custom Action ........................................................................... 86
Module 28 View the results of your discover ................................................................................................ 90
Lab 10. Installing the Inventory Agent ................................................................................ 95
Module 29 Viewing Inventory Settings in the Web UI................................................................................... 95
Module 30 Creating the Agent Installation Package ..................................................................................... 97
Module 31 Install the Agent......................................................................................................................... 100
Lab 11. Working with Business Adapters on the Beacon.................................................... 106
Module 32 Examine Business Adapter Files on the Beacon ........................................................................ 106
Module 33 Create an Asset Adapter on the Beacon ................................................................................... 106
Lab 12. Installing the Business Adapter Studio .................................................................. 117
Module 34 Installing the Business Adapter Studio on the FlexApp Server ................................................. 117
Module 35 Creating a Basic Business Adapter............................................................................................. 117
Module 36 Optional Adapters to Review..................................................................................................... 123
Lab 13. On Premises Adapter Troubleshooting Practice .................................................... 125
Module 37 Case #1 – Extra slashes in an Organizational Structure............................................................. 125
Module 38 Case #2 – Error when running Schedule Task for Business Adapter ......................................... 125
Module 39 Case #3 – Special Characters appear in Adapter after copying the XML .................................. 125
Module 40 Case #4 - User Records being Rejected .................................................................................... 125
Appendix 1 Lab Solutions.............................................................................................. 127
Appendix 1.1 Business Adapter Studio Lab Solutions ................................................................................. 127
Module 41 Case #1 Solution - Extra slashes in an Organizational Structure ............................................... 127
Module 42 Case #2 Solution - Error when running Schedule Task for Business Adapter ........................... 127
Module 43 Case #3 Solution - Special Characters appear in Adapter after copying the XML ..................... 128
Module 44 Case #4 Solution - User Records Being Rejected ....................................................................... 129
Appendix 2 Optional Labs ............................................................................................. 131
Appendix 2.1 Optional Lab – Upgrade FNMS .............................................................................................. 131
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Appendix 2.2 Optional Lab - Update Implementation Lab Files .................................................................. 139
Appendix 2.3 Inventory Connection on a Beacon ....................................................................................... 140
Appendix 2.4 Troubleshooting Inventory Collection in FlexNet Manager Platform On-Premises .............. 142
Appendix 2.5 Web UI Logging for On-Premises........................................................................................... 143
Lab 14. Please Conduct Online Student Survey.................................................................. 144
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Overview
Lab Environment (FlexNet Manager Suite On-Premises):
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Lab 1. Start Systems and verify all systems

Scenario
Before we begin our labs, we need to log onto all machines in the environment and verify connections to all
systems.
Module 1 Start up the initial systems

Remember, there are three separate systems in the training cloud:
2) There are three systems to connect to for your labs:
1) FlexData – This systems acts as both the Active Directory Domain Controller as well as the SQL Database
Server for the Flexera Software databases
2) FlexApp – This will be the primary Flexera Software Application Server
3) FlexBeacon – This system will act as the Flexera Software Inventory Beacon
3) Log on to the CloudShare Lab Image as follows:
a) The instructor will provide the following:
i) URL for the class
ii) You will also need to enter your email address, class passphrase and possibly company name
4) Once you logon you will see the three tabs for each of the systems you will be using, and you can click on
the Start Using This Environment.
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a) There will be a delay the first time you log on to the systems while they start up from a suspended state.
NOTE: The lab images are set to suspend after two hours of inactivity. If you system has suspended, you can
restart them by clicking the Start Using This Environment again and connect to them.
5) You will see the progress of the systems starting up. Wait for the systems to finish starting up before viewing
the virtual systems.
6) You can then connect to each system in turn and logon by clicking the tab for the system, or the “View VM”
link next to each system.
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7) Connect to each system using the following to logon to the Images themselves
a) User: flexeratraining\fnms-admin
b) Pass: F1exera
c) The system should automatically log you on. You can verify by running “whoami” from any command
prompt.
8) Here is a guide to the CloudShare class menu on the left of your browser window.
9) Make sure you get comfortable navigating between the VMware images and the FlexBeacon desktop.
Good Practice: In a production environment, each customer or partner should download their own product
install file to assure they download the appropriate product install files, license key and any other
components to be installed prior to the installation process. Optionally, the instructor may have you
download updated lab files from an FTP server using the optional lab in the appendix at the end of this lab
manual.
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Lab 2. FNMS System Administration

Scenario
Before beginning to use FlexNet Manager Suite in production, we need to make sure all settings are set correctly
as well as check the overall System Health. Then we will need to create operator accounts and choose the
appropriate access for them.
Objectives
To set system preferences, create an operator with a restricted role, and apply permissions through the use of
roles.
Module 2 Set the Time on your server
Best Practice: Your Application Server has several scheduled events which are set to run at night. If the time
zone on your system does not match your time zone, these schedule tasks could run in the middle of the day
and slow down your lab system. The best practice on any of your systems, including test, development and
training systems is to set the time zone of the server.
1) Log on to the FlexApp system using the following credentials:

a) UserName: flexeratraining\fnms-admin
b) Password: F1exera
2) In the System Tray at the bottom right of your systems, ‘right click’ the time and choose to ‘Adjust
date/time’
3) Click ‘Change time zone…’
4) The default time zone will be US Central time. Adjust the time zone to match the time zone where you are
currently located.
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5) Leave ‘Automatically adjust clock for Daylight Saving Time’ checked, then click OK and OK again to close the
Date and Time dialog.
6) Validate that the Time in the lower right ‘System Tray’ is showing your correct time.
Module 3 System Menu
System Defaults
7) Log onto FlexBeacon (Blue) as flexeratraining\fnms-admin. Tip for Cloud: The URL for the production
instance of FlexNet Manager Suite in the Cloud is www.flexnetmanager.com/Suite. Our lab environment is
FNMS On-Premises, which is configured with SSO and Windows Authentication.
8) Log on to the Web UI from FlexBeacon (Blue)
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9) Open Internet Explorer and enter the following URL: http://FlexApp.flexeratraining.com/Suite (You might
also want to set this as your home page on your preferred browser if it is not)
If you are prompted for credentials, enter the following:
a) User: flexeratraining\fnms-admin
b) password: F1exera
10) From the System menu in the upper right hand corner choose System Health and choose System Health
Dashboard
.
11) Review the items displayed in System Health, and look for any outstanding issues.
a) Make sure to scroll down and view the status of all system health items including:
i) License Reconciliation
ii) ARL
iii) SKU Library
iv) PURL
v) Beacons with issues (You will notice the Demo Beacon will have issues This is a virtual beacon for
demonstration purposes that does not exist and will never be connected)
vi) Inventory data inputs with issues
vii) Business data inputs with issues
Data Inputs
12) From the System menu, choose Data Inputs.
13) We will come back to this screen later after we perform some more data inputs.
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a) Examine both the Business Data and Inventory data tabs. Also note the extra buttons in the upper right
of each page as we will be using these later.
System Defaults
14) From the System menu, choose “System Defaults”.
15) You will notice three tabs to switch between:
a) Time Zone
b) Currency Settings
c) Exchange Rates
16) From the Time Zones tab, change the Time Zone to the time zone for the class.
17) Click Save to save the change.

18) Click on the Currency Settings tab on the left.
19) Click Add a currency to add a currency with the following details
a) Currency: British Pound (GBP)
b) Set the default exchange rate to the following: 1 GBP to 1.35 or one British Pound to 1.35 US dollars
(since US dollars are the reference currency in this environment).
c) Leave the rest of the settings as is.
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d) This rate will be entered on the default exchange rate table for the GBP and can be changed at any time.
20) Then click Add to add the new currency.
21) Add additional currencies as follows (feel free to check today’s conversion rate and substitute):
a) €1 Euro (EUR) to $1.14 USD
b) $1 Australian (AUD) Dollar to $0. 964 USD
i) Please note: When entering more than two decimal places, the two decimal places of the dollar
amount will be visible; however, the entire amount entered is saved in the FNMS database.
(Optional) Change an Exchange Rate:
Good Practice: While maintaining multiple currency snapshots of differing exchange rates is possible, it’s
not a required item for License Compliance. As such, it’s easiest to maintain just one exchange rate for all
currencies by not creating multiple exchange rates. This default rate can then be revised from time to time,
so reports that reflect financial risks will always be displayed using a current conversion rate. Also, in many
environments, past purchase data is converted to the default currency before importing (in this case US
dollars), so that the historical financial reports will also remain stable in relation to their value.
22) When it’s time to review or change the default exchange rate, you can do so from the Exchange Rates tab.
Click on the Exchange Rates tab on the left to view the current default exchange rate.
23) To change an exchange rate, from the exchange rates tab, click the Edit icon for the Standard Rate.
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24) Change the exchange rate to $1 Australian Dollar to $0.821 US Dollars.

a) Since the standard rates contains rates for all currencies, you can edit all currencies before saving the
new rates.
25) Click Save to save the Standard Rates.
26) View Exchange Rates to verify the changes were saved.
View differing currencies

27) To view data using different exchange rates, go to the dropdown menu bar and select the Procurement >
Purchases > All Purchases view.
28) Sort by Total price in descending view.

a) Click on the Total Price column header twice till the sort arrow points down.
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29) Note the values and column header all show US dollars.
30) To view your account personal preferences, which are separate from system preferences, choose the
account menu (Flexeratraining\fnms-admin pull down) and select My Preferences.
31) From the My Preferences screen, choose a preferred currency of British Pounds.
32) Scroll to the bottom of My Preferences and Click Save to save your preferences.
33) Re-Open the Procurement > Purchases > All Purchases view, and you should be viewing purchases converted
to British Pounds.
34) Return to the Account Settings and Select the currency of your choice under My Preferences for the
remainder of the labs.
35) From the My Preferences, you can also review your preferred time zone. You might also want to change the
‘Preferred Time Zone’ to the time zone of the class. Just make sure and save if any changes were made.
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36) Also note the Task Monitoring settings are set to display all System Task types. We will leave this as is since
we want to be able to view all System Tasks for troubleshooting purposes.
Module 4 Manage System Settings

37) Open the System Settings page from the System drop down menu (the gears in the upper right hand
corner).
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38) Review each tab of System Settings:

a) Assets
b) Contracts
c) Inventory
d) Licensing
e) Purchases
f) ServiceNow
g) Users
h) WebAPI
39) From the Inventory Tab, scroll to the bottom till you see the Blacklisted serial numbers.
40) Click the Plus Sign next to one of the existing serial numbers on the blacklist.
41) Enter the following as a blacklisted serial number:
a) 0000000000 (ten zeros)
42) Click the Plus Sign again and enter the following:
a) 1111111111 (ten ones)
43) Click Save to save the new blacklisted serial numbers.
44) Scroll to the bottom of the Inventory Settings page to review the Activity Logs Settings.
45) Change the settings from 30 days to 60 days.
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Tip: Even though these settings are under the Inventory Settings page and are labelled Activity Logs, they
affect all Activity and System Task logs being retained in the system, and for all task types such as business
importers, one off imports, inventory imports and reconciliation. While it may seem like a good idea to keep
the logs active for longer than 30-days, because Tasks and Events are running every day, the logs in the
database can start to pile up, so be careful when extending the number of days beyond 30.
46) Click Save to save the Inventory Settings once more.

47) From the Purchases settings tab, check the box to “When SKU requires a contract, automatically attach new
licenses to the contract linked to the purchase.”
48) Click Save to save the contract settings.

49) You can now navigate away from System Settings.
Module 5 Review Users, Operators and Roles
Edit a User Account

Remember: In FlexNet Manager Suite, users are accounts associated with your devices; most employees within
your organization will have a user record. Operators have accounts with logon permissions to FNMS.
50) While logged on to any system, open the Web UI, navigate to the Enterprise > Users > All Users page.
51) In the search bar on the upper right (next to the magnifying glass) enter Alex and press the enter key to
initiate the search.
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52) View the different users matching “alex” in any column, and note which account is associated with the
flexeratraining domain and account name of “alexmullins”.
Warning: Often times a business adapter might create user accounts not associated with domain accounts.
That was the case with the stand alone Alex account, where an adapter to assign a manager to a contract
created a user in the system. Normalizing users on import is a critical step to making sure the user records
do not have duplicate user records which represent the same user.
53) Also search for the users matching “austin”. As with “alex,” note the user with domain “flexeratraining” and
account name of “austinmullins”.
Tip for On-Premises: For a user account to be authenticated and managed as a FNMS operator account in FNMS
On-Premises, it needs to be associated with a recognized Active Directory account for authentication. Accounts in
the training image that have passwords and can be used include flexeratraining\alex, flexeratraining\austin, and
flexeratraining\abigail (all have a password of F1exera.)
54) To view current operator accounts, from the System drop down Menu select Accounts.
55) You will see only two accounts listed. These accounts were created automatically during the install process.
a) One is the flexeratraining\fnms-admin account who was the logged on user during the installation of
this On-Premises environment.
b) And the second is the flexeratraining\svc-flexnet account which was configured to run scheduled tasks
and services during the installation process.
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56) Click on the Unassigned Accounts tab on the left, and you will notice that there are no unassigned accounts.
Both accounts have already been assigned to a role.
Create a Role
57) Click on the Roles tab on the left to view the default roles and how many accounts are assigned to each.
58) Click on the “2 Accounts” for the Administrator role (this is a link to show the two accounts in the
Administrators role).
59) You can now view all accounts that have been assigned to the Administrator Role.
a) Also look at the Role column next to Flexeratraining\fnms-admin to notice that flexeratraining\fnms-
admin is actually assigned to two separate roles.
60) Click the “Back” button to go back to the Roles tab of the account (not your browser back button).
61) Select “Show Details” under the Roles heading to view detailed descriptions of the four default roles:
62) The five default roles are

a) Administrator
b) Business Reporting Portal Admin
c) Operator
d) View Only
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e) Web Service
63) Click the Edit icon (the pencil) to the right side of the screen for the Operator Role. Note the tooltip.
64) Note the default rights applied for each object and click the left arrow next to the rights to expand the
rights.
65) Expand the Administration section by clicking the Arrow next to the “Custom” heading to see how the
custom rights were applied.
a) Namely, “Configure operator of the FlexNet Manager Platform” as well as “Troubleshooting: advanced
access and log downloads” were both disallowed.
66) When you are finished reviewing the rights for the roles, you can close the Role by scrolling to the bottom of
the page and clicking the ‘Close’ button located at the bottom left of the screen. You do not need to save
the changes.
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Good Practice: It is good practice to leave the default roles as is. If you would like to create a Role similar to
an existing role with a few different rights, you can use the “Copy Role” icon on the main Roles screen:
to copy the role then revise the rights. Below we are going to copy the Operator role to create a Restricted
Operator role.
Module 6 Create a Restricted Operator Role

67) From the Roles page, click on the Copy Role icon next to the Operator Role, to create a Restricted Operator
role.
68) Enter “Restricted Operator” in the name of the role, and edit the Description by adding the following
sentence:
Restricted Operators will not be able to perform any administrative management tasks such as
importing inventory.
69) Do not enter any enterprise group restrictions.
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70) Change the following rights under the Administration section:

a) Disallow “Configure FlexNet Manager Platform properties”.
b) Disallow “Import from database sources and enterprise group files”.
c) Disallow “Configure currency settings”.
d) We will leave Troubleshooting: access to System Tasks page as Allowed as this will allow the Operator to
see basic System Tasks for common operations.
71) For Corporate Units, change ”Full” privileges to ”Read only”.’ (This setting can be found after expanding the
Corporate Units section then looking in the upper left under “Corporate Units”.)
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72) Change the rights for Cost Centers by changing “Full” privileges to “Read only”.
73) Change the rights for Locations by changing the “Full” privileges to “Read only”.
74) Change the rights for Roles by changing the “Full” privileges to “Read only”.
75) Scroll to the bottom and click the Create button at the bottom to create the new role.
76) To verify the role, you should see all roles listed including the new Restricted Operator role under the Roles
tab.
Note for On-Premises: The next step would usually be to create an account; however, we need to install a
beacon first for Active Directory synchronization, since this is a requirement for account creation in FNMS On-
Premises.
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Lab 3. Managing Organizational Structure and Enterprise Groups

Scenario
Most organizations will want to manage or report on software by corporate units, cost centers, or locations. So
related source data such as purchases, contracts and hardware also needs to be managed according to this
enterprise structure. Before importing records, it’s important to make sure the correct enterprise group
structure is set up ahead of time to match the data that will be uploaded.
Objectives
The objectives of this lab are to make sure our enterprise group structure is prepared for future data that will be
uploaded, including purchases, hardware assets, contracts and users.
Module 7 Enterprise Groups

1) If not already logged on to the Web UI as flexeratraining\fnms-admin from any system, do so now:
http://flexapp.flexeratraining.com/Suite
2) Open the Enterprise > Structure > Corporate Units page and browse Corporate Units.
3) Open the Enterprise > Structure > Cost Centers page and browse Cost Centers.
4) Open the Enterprise > Structure > Locations structure page.
5) You should expand the rows per page to view all location rows.
6) To add a new location, expand the NAM Structure.

a) Click Add next to NAM to add Virginia as a state under the NAM structure.
b) Click the Save button .
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c) Add Richmond as a city under Virginia (this time click Add (plus sign) on the Virginia line item).
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Lab 4. Install and Configure the Beacon

Scenario
1) The installation and initial configuration of a Beacon is a critical step for both Cloud and On-Premises
implementations of FlexNet Manager Suite. The Beacon is downloaded and configured the same way, using
the Web UI to download the currently approved organizational standard Beacon installation files.
Objectives
Install the Beacon on the FlexBeacon system and connect up to the web services on the FlexApp Application
Server.
Module 8 Download the Beacon
Verify Approved Beacon Version:

1) Before we install a beacon, we first need to verify which version of the beacon is approved for release in the
environment. This is done in the Beacon Settings.
2) If not already logged on to the Web UI as flexeratraining\fnms-admin from FlexBeacon (Blue), do so now:
3) Open the Discovery & Inventory > Settings Page
4) Scroll down to find the Beacon Settings section, and click the pull-down menu next to “Beacon version
approved for use:”.
5) Select the specific version instead of leaving always using the latest version so that the beacon will not
automatically upgrade themselves when you upgrade your Application Server.
6) We will start by selecting an older version to deploy. Make sure to select version 12.0.0.14093 (Or the latest
version, but not ‘Always use the latest version’ as that could cause an automated update of the beacons.
7) Click Save to save the changed settings.
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Good Practice: If you have updated the version of the Application Server, you should see different versions for
every time the Application Server was updated making those versions of the beacon available. Once you start
to upgrade your version of the Application Server, newer versions of the beacon will be available for
deployment. It’s a good practice to test the deployment of a new beacon before approving it for general
release in your environment.
Download a Beacon
8) Log on to the FlexBeacon system.
Warning: Make absolutely sure you are on the beacon and not in one of the VMware images, as we want to
make sure we download and install the beacon on the correct system
9) Log on to the Web UI as flexeratraining\fnms-admin from FlexBeacon (Blue):

10) Navigate to Discovery & Inventory > Network > Beacons
11) Click ”Deploy a beacon”:
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Review the Beacon Set Up section, then click “Download a beacon”. You can also click the link to “View Change
History for FlexNet Beacon” to view recent beacon versions and affected features for each version.
12) Click past any security message in your browser, and choose to download the file.
a) Depending on which browser you are using, your file will be downloaded to either
i) C:\Temp
ii) C:\This PC\Downloads
Module 9 Download & Install the Beacon

13) Once the Beacon Installer is finished downloading, open the folder containing the BeaconInstaller.exe.
14) Start the installation by right clicking on BeaconInstaller.exe and choosing to Run as an Administrator.
15) Click “Yes” if asked if you want to allow the following program to makes changes to the computer.
Pre Requisites: From time to time, the beacon installer might need to install pre-requisites. If prompted to
install pre-requisites such as “MS Visual C++ versions, click to install these.
16) Click “Next” when presented with the Welcome screen.
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17) Choose to “Accept” the terms of the license agreement, then click OK.
18) Choose “Custom” when asked to select a setup type and click “Next” to continue.
Tip: To be able to change the installation directory to a drive other than the C:\ Drive, you will need to select a
custom installation so you can change the installation path on the Custom screen.
19) Leave the default Custom features selected, verify the installation directory, and click “Next” on the Custom
Setup screen. Notice that the beacon will also install the Inventory agent.
20) On the Reporting Endpoint screen, enter the URL of your central FNMP Application Server. For our lab
environment, enter:
a) Server: http://flexapp.flexeratraining.com
b) Suite Path: Suite
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21) Leave the default Distribution Folder set as C:\ProgramData\Flexera Software and click “Next”.
a) This folder is used for storing native Flexera inventory and discovery related data prior to uploading.
22) When prompted to Configure Schedule Tasks screen, choose “Configure scheduled tasks” and “Run as a
named user:” Enter the credentials for the FNMP Service account as follows:
a) Username: Flexeratraining\svc-flexnet
Tip: It’s best to use the Services account from the Application server when the beacon resides in the same
domain as the application server. The service account used for the beacon will need to be configured to run
as a service on the beacon.
23) Click Next

24) When reminded of the optional installation of drivers needed for IBM ILMT and Oracle drivers needed for
advanced discovery/inventory options, read the information and click “Finish”.
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25) On the Ready to Install the Program screen, click “Install” and the installation will begin.
26) When prompted that the Install Wizard has completed, click “Finish”.
Module 10 Register your Beacon
Verify the Install and Configure Windows Services

27) Before opening the Inventory Beacon, ensure all of the Services and Scheduled Tasks were created correctly.
a) Make sure you are logged on to the FlexBeacon server.
b) To open Services, right click on the Windows icon in the task bar to open the Start menu, then choose
Control Panel (see screen shot).
c) Open Administrative Tools > Services and scroll down to find the FlexNet Beacon Engine service.
d) Note there are two other services that were installed for the Flexera Inventory Agent.
Tip: The Flexera Inventory Agent was installed along with the Beacon as the Beacon will utilize many of the
same services used by the Flexera agent, so these services should remain. The agent however is not fully
adopted as it has not downloaded a policy or schedule. The agent would have to be adopted before it would
start retuning regular inventory from the Beacon itself.
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28) Change the default user.

a) Right click the “Flexera Inventory Beacon Engine” service, and choose Properties.
b) Select the “Log On” tab.
c) Select “This account” then enter the appropriate credentials (or use the Browse button to browse and
locate the domain account):
i) This account: flexeratraining\svc-flexnet
ii) Password: F1exera
iii) Confirm password: F1exera
d) Click OK to save and close the Properties window.

e) You will be prompted that the new logon name will not take effect till you stop and start the service.
Click OK to close this message.
f) To restart the service, right click on the “Flexera Inventory Beacon Engine” service and choose Restart.
Tip: It’s usually best to have these services running as a service account rather than the local system,
especially when the beacon will be connecting to remote systems with adapters. As such, we will set the
Flexera Inventory Beacon Engine to run as the flexeratraining\svc-flexnet account.
29) To verify the scheduled tasks, right click the Windows icon to open Start > Control Panel > Administrative
Tools > Task Scheduler.
30) Expand the tree on the left to show Flexera Inventory Beacon Tasks. As an ongoing item, these tasks need to
be monitored to ensure that they are all running successfully with no errors. For now, ignore any errors,
since we have not configured the Beacon yet.
31) Click on one of the schedules.

32) From the General tab of the schedule properties, scroll down to verify the service account entered during
installation is configured to run the schedule.
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33) Close the Scheduled Tasks

34) Verify the following folders on FlexBeacon. These will become important when troubleshooting the
workflow of tasks performed on the Inventory Beacon.
a) C:\ProgramData\Flexera Software (There will be several folder here)
i) Beacon
ii) Beacon_tmp
iii) Compliance
iv) Distribution
v) Incoming
vi) LocalDeployment
vii) RemoteExecution
viii) Repository
ix) Staging
b) C:\ProgramData\Flexera Software\Compliance\Logging (most logging is in this folder)
c) C:\Program Data\ManageSoft Corp (This folder is for the Inventory Agent and is not critical to the
Beacon functionality itself)
Module 11 Configure your beacon
Open the FlexNet Beacon UI

35) From the FlexBeacon server (Blue), Click on the Windows icon button and then launch the FlexNet Beacon.
a) If the FlexNet Beacon is not apparent, use the Search function in the upper right to find it.
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b) You can right click on the icon and choose to pin to the taskbar for easier access later.
36) Click “Yes” when prompted to allow the application to run.
37) From the menu on the left of the Beacon UI, select Local web server, then select “Self-hosted web server.”
38) On the Parent connection page of the Beacon UI, under Connection Details, check the “Enable parent
connection” checkbox and click “Test Connection”.
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39) The initial test will connect, but will not get a response from the parent server. This is normal; we will
complete the configuration shortly.
40) You will see the statuses of the connections listed below the test connection button.
41) From the Parent connection page, Under “Configure inventory beacon connection” section, click the
“Download Configuration” button.
42) If prompted for Internet Explorer 11 setup, click “Ask me later.”

43) You will need to click Enable if prompted to bypass native security on the browser.
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44) When the web page Configure a Beacon opens, you should see the beacon Unique ID and a blank name field
after scrolling to the bottom of the page.
a) Enter FlexBeacon as the name for your FlexNet Beacon and
45) Click ”Download configuration”.
TIP: The Beacon page to configure you beacon remains open, but once you click the Download configuration
button, it save the details of the new beacon including its beacon name and unique identifier to the DB and
this web page can be closed to prevent any further confusion.
46) When prompted to save the file, save the file in the C:\Temp directory by selecting the arrow to the right of
the Save button and selecting “Save as”.
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47) Go back to the FlexNet Beacon interface, and from the Parent connection tab, click the “Import
configuration” button.
48) Navigate to the C:\Temp directory and select the .flxconfig file, then click Open. The file name will be the
same as the Unique ID for the beacon.
49) You will receive a message showing that there are no credentials specified for connecting to the parent.
Click “Yes” to enter them now.
50) Under Parent URL, enter the service account username and password.
a) Parent URL: (leave this as is) http://flexapp.flexeratraining.com
b) User Name: flexeratraining\svc-flexnet
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c) Password: F1exera
d) Click to use the same account and password for the following specialized URLs
51) Click Test Connection, which should return successfully. Click OK connection dialog.
52) Then click Ok again to close the Parent

53) Verify that the connection details in the Parent connection screen of the beacon now show no errors. This
screen is underneath the Beacon Configuration node in the left navigation pane.
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54) Click Save.

55) Click Exit, then reopen the Beacon UI.
56) Once you verify the Beacon reopens correctly, open the Web UI to confirm the beacon has registered itself
correctly with the Application Server
a) Open http://flexapp.flexeratraining.com/Suite
b) Navigate to Discovery & Inventory > Network > Beacons
c) The beacon called “FlexBeacon” will now be visible. The beacon will also be enabled, since the
configuration was set to Enabled when it was downloaded.
57) If the Application Server has been updated to a version beyond that of the beacon, then you should see an
alert on the beacon. If you hover your mouse over the alert, it should state that the beacon is not running
the latest version. That’s to be expected as we haven’t authorized the latest version for release yet 
Edit Beacon Properties

58) To edit beacon properties, click the Edit link under the Actions column next to the FlexBeacon beacon.
59) Under the Status section of the Beacon Properties, confirm the “Enabled” radio button is selected.
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60) Type a description for reference:

“This is the first test beacon in our training environment.”
61) Then click Save to save the save the beacon properties.
62) You do not need to choose to upgrade the beacon at this time, but you can refer to the notes below on a
proper upgrade process if you wish to complete an upgrade at the end of one of your labs. The beacon
upgrade process could take up to 15-20 minutes and you will not be able to open the beacon UI during the
upgrade.
Good Practice: At this point, if we wanted to upgrade to a newer version beacon, we would start by
authorizing the beacon to update to the latest version. From the Upgrade mode you would click on the pull
down arrow, then select “Choose a specific version”. By choosing a specific version for one beacon that is
later than the approved version, we designate this beacon to install the newer version for testing before
authorizing the latest version for all beacons. Once testing is approved, we can then update the approved
version by setting all beacons to always update to the “latest approved version” then to have one beacon
that is your test beacon where you always control the version it updates to on the beacon itself by choosing a
specific version as we did here.
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Tip: The beacon will check within 15 minutes for its policy (which can be forced by choosing to update the
Rules on the beacon) and that’s when it will verify it needs to upgrade. The upgrade will happen
automatically and you may be prompted when attempting to open a beacon that it is currently being
upgraded. Wait 5 minutes then attempt to open the beacon again. You will see the version of the beacon on
the splash screen immediately after launching the Beacon UI. If the Beacon UI is open when the upgrade is
attempted, you will be prompted to close the beacon.
63) From the Beacon system (Blue), Re-open the Beacon UI. You should be able to view the version in the splash
screen when the beacon loads. Make sure the version matches the version you expect.
Module 12 Verify Business Adapter Configurations

64) From the Business Importer page, you may initially see an alert noting “No local import configuration for
business imports could be found.”
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65) This will clear itself when the beacon engine downloads the initial business importer templates. In addition,
all of the buttons on the Business importer page will be disabled until the templates are downloaded. It may
take a few minutes for the beacon engine to download the business importer templates. This is a job that
runs in the background.
66) You will know the latest Data Domain Interface (DDI) Business Adapter templates have successfully
downloaded when you can click the “New” button to create a new adapter and you are able to select a
template from the Adapter Template drop down menu. We will not be creating an adapter just yet.
67) You can view the DDI templates once they are downloaded in the following directory:
C:\ProgramData\Flexera Software\Beacon\DDI
68) If you do not see the templates after 15 minutes, then you can also view the log file by clicking on the “Open
Log File Folder” button then opening the following log:
C:\ProgramData\Flexera Software\Compliance\Logging\BeaconEngine\BeaconEngine.log
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69) Look for the lines stating the download of “business-importer-ddi-templates”.
Module 13 Import from Active Directory
Disable the schedule task to upload log files so we can review them before uploading
70) Since the log files located in the Flexera Software\Incoming folder are uploaded by the Windows scheduled
task “Upload Flexera logs and inventories” we will want to disable this task before performing our Active
Directory synchronization.
71) Open the system Schedule Tasks (you can use the shortcut on the task bar ), then right click on
‘Upload Flexera logs and inventories’ and choose to disable this task.
Run Active Directory Synchronization

72) From the FlexBeacon server, go to the Beacon UI.
73) From the Active Directory page, first select the “Current Domain” connection then click the Execute Now
button in order to import information the current domain.
74) Click “OK” when the popup box appears letting you know that the Active Directory job is now running.
75) After a few minutes you should see the Last run date update.
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Tip: While using the current domain for AD synchronization will work for most environments by default, you
can add specific domains and credentials to query those domains from the Active Directory tab of the Beacon
UI.
76) On the server, the data is briefly cached in the following location, but then quickly uploaded into the
database by the scheduled task, which runs every minute by default.
C:\ProgramData\Flexera Software\Incoming\ActiveDirectory
Note: If the beacon is working correctly, you will NOT see the file cached here. Instead it will automatically be
uploaded to the FlexApp Server. We will see the results of the Active Directory synchronization later in class
as we view imported sites and subnets.
77) Re-enables the schedule task to ‘Upload Flexera logs and inventories’ after you have reviewed the log files.
78) Once the Active Directory data is uploaded to the application Server, it will be added to the Inventory
Manager database, which is where all raw computer data from all sources is stored prior to merging into
unified computer records for display in the Inventory node of FNMP.
79) To force the synchronization of the data in the Inventory Manager database with FNMP, you will need to run
a complete license reconcile with an inventory update. From the FNMS Web User Interface opened in IE
click on Licenses > Reconcile page, check the box to “Update inventory for reconciliation” and click the
“Reconcile” button.
Go to System Settings drop down menu and select “System Tasks”. Validate that the Reconciliation line item has
completed successfully.
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Module 14 Enabling additional logging on the Beacon
Tip: Often, the default logging is not enough to report on advanced features or troubleshooting. Additional
logging can be enabled using Flexera’s built-in tracing capabilities for the Beacon which is controlled by a
trace file found at: “C:\Program Files (x86)\Flexera Software\Inventory Beacon\etdp.trace”
80) Open Windows Explorer on FlexBeacon and navigate to the following folder:
C:\Program Files (x86)\Flexera Software\Inventory Beacon
81) Right click on the etdp.trace file and choose Edit with Notepad++
82) Find the filename designation and confirm the default log file path of C:\ManageSoft.log.
83) Scroll down till you find the sections designating Discovery and Inventory, and uncomment the top level line
of each as shown below by removing the # sign.
Tip: With the release of FNMS 2015R2 more logging information is being uploaded to the Application Server
and exposed through the Web UI via System Tasks and Activity Logs. Hence the advanced tracing using the
trace files is becoming less necessary, but still helpful for some particularly sticky issues, especially when the
beacon is not uploading to the Application Server.
84) Save and close the file.

85) We will view the resulting log, C:\ManageSoft.log, after we run our discovery and inventory rules later in this
lab manual.
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Lab 5. Manage Users Imported via Active Directory & Create Operators
Now that we have synchronized the Beacon with Active Directory, and those Active Directory user accounts
have been reconciled into FNMS, we can now create operator accounts linked to those Active Directory
accounts.
Module 15 Create an Account and Assign a Role

1) Before proceeding, you will need to verify that your Reconciliation has finished. You can do this by
navigating (or refresh) the License Compliance > Reconcile page. If the reconciliation is still being processed
you will not be able to conduct another reconcile. If you see the Reconcile button, this means the
“Reconcile” is finished, and you can view the status of the last reconcile here. If it states “Reconcile pending”
then the “Reconcile” is still in progress.
2) In the Web UI, navigate to the System > Accounts page and make sure you are on the “All Accounts” tab.
3) From the All Accounts tab, click “Create an account” to add a new operator account.
4) Enter the following details on the General tab of the Account:
a) Account: alex
i) Click Search after entering the name to select the AD user for synchronization,
ii) You can verify you get the right Alex from the flexeratraining.com domain by adding the Domain
name column to the search view.
iii) Make sure to choose the Alex with a FullName of “Alex.Mullins” as the account name of “Alex” as
this is the account that matches the current AD synchronization. (The other Alex is coming from an
inventory record where alex used a previous logon. This is an example of where changing account
names in AD can result in multiple user accounts showing up in FNMS)
iv) Select the right alex account then click “Get account details” to synchronize.
b) Account: FLEXERATRAINING\Alex (will be automatically populated)
c) Name: Alex.Mullins (will be automatically populated)
d) Status: Enabled
e) Role: Restricted Operator
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5) Scroll to the bottom and click the Create button. Note: you might also have to scroll to the right after
scrolling to the bottom to view the Create button.
6) Optional: You can create a second account for “austin” following steps 3 through 5 adding her to the View
Only role for testing later. You can set “Social Media Manager” as her title. She’s always been the one to
socialize 
Module 16 Log On with a Different Role

7) Make sure you are on the FlexBeacon server, and close all browser windows.
8) Firefox does not support single sign-on in the lab environment, so we can use it to test the different
permissions available to the newly created account.
9) Open Firefox, and browse to http://flexapp.flexeratraining.com/Suite. Then, when prompted for user
credentials, type in the following:
a) User Name: flexeratraining\alex
10) Confirm that Alex cannot import inventory because he can no longer access the License Compliance >
Reconcile view.
11) You can also verify that he cannot edit or create any Enterprise Location, but still has the ability to create
and edit licenses.
12) Close the Firefox window.
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13) Optional: You created an account for Austin, try logging on as Austin with the same password to see what a
View Only role can access.
Module 17 User Resources and Responsibilities Handover

14) Resources and responsibilities can be transferred from one user to another or removed from a user from the
Web UI.
15) Log on to the Web UI as flexeratraining\fnms-admin by opening a browser on FlexBeacon.
16) Navigate to Enterprise > All Users and search for “alex” using the search feature in the upper right.
17) Select the user alex (Make sure to select the Alex that is NOT associated with the flexeratraining domain.
18) After selecting the correct Alex, click the checkbox, then click the Handover button.
a) Select Transfer as the “Handover action to perform:” (You can also remove resources and
responsibilities by selecting Remove.)
19) Search for user flexeratraining\austin, who will be the recipient of the transferred resources and
responsibilities.
20) Select the Austin with the account name then click the “Select user” button.
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a) Select all resources and responsibilities and click “Save” to finish the handover.
b) Click “OK” to confirm the handover.
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Lab 6. Connect the Beacon to Third Party Inventory Data

Scenario
One of the primary purposes of the Beacon is to connect to remote data sources using adapters. Each data
source must have an adapter configured, but the adapter for each data source only needs to be set up on a
single beacon.
Objectives
For the purposes of this lab, we will connect to an existing third party inventory data source using a default
inventory adapter. Business Adapters will be covered in a separate lab.
Module 18 Connect the Beacon to SCCM Databases

1) The Beacon can connect to other inventory data sources as well as collect native Flexera Software inventory
data. Connect to a third-party inventory data source:
a) If not already logged on, log on to the FlexBeacon server (Blue).
b) Open the Beacon UI and select the Inventory Systems page.
c) Click the New button to create a connection to a SQL Server data source. (To choose a
non-SQL Server data source, select the drop down arrow next to the New button.)
2) Enter the following SQL Source Connection properties:
a) Connection name: My Old SMS
b) Type: SCCM
c) Server: flexdata.flexeratraining.com
d) Authentication: Windows (specific account)
Good practice: It’s usually best to specify the account to connect to your database for the inventory import.
e) Username: flexeratraining\svc-flexnet
f) Password: F1exera
g) Database: SMS
h) Verify “Connection is in test mode” is unchecked
i) Verify “Import the inventory from this source for possible merging” is selected.
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Tip: Make sure to tab out of all the fields you have entered data in before clicking to Test the connection.
3) Click Test Connection to test the connection.
4) The test connection should succeed.
5) Click “OK” to close the test connection message.

6) Click “Save” to close the window. The resulting connection should now be displayed on the Inventory
systems page of the Beacon UI.
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7) You can walk through the same steps to connect to the SCCM database, but make sure the connection name
is different.
a) Connection name: My New SCCM
b) Type: SCCM
c) Server: flexdata.flexeratraining.com
d) Authentication: Windows (specific account)
e) Username: flexeratraining\svc-flexnet
f) Password: F1exera
g) Database: SCCM
8) Click Test Connection to test the connection.
Issue Alert: If the connection fails, go ahead and save so we can see the error’s that occur when connecting
to the DB and we can troubleshoot later.
9) The resulting inventory connections list should look as follows on the Inventory Systems page of the Beacon
UI.:
10) Click Save at the bottom of the screen.
Schedule the inventory adapters

11) First, let’s review existing schedules. Open the Beacon UI (if it is not already open) and then select the
Scheduling menu on the left.
12) Here you will view the default schedules that are created. You can modify these schedules or create your
own schedule from this page if you like. Let’s create a schedule to run at 1:00PM each day.
a) Click the New button at the bottom to create a new schedule.
b) For the Schedule Name enter, Daily 1 PM Test Schedule
c) For the Scheduling options, select Daily at 1:00 PM
d) Click OK to save the schedule
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13) To schedule the inventory connections to execute daily at 1 PM:

a) From the Beacon UI, navigate to the Inventory Systems page.
b) Highlight the ”My Old SMS” connection and click the “Schedule…” button.
14) Select the ”Daily 1 PM Test Schedule” and click OK.
a) Do the same for the “My New SCCM” inventory connection, but this time select the “Default daily
schedule”.
15) Click Save at the bottom of the screen to save the schedules.
Verify the inventory imports are scheduled

16) From the Beacon UI, open the Scheduling page
17) Click the “+” plus sign next to the Daily 1PM Test Schedule, to expand the schedule and view which events
are using that schedule.
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18) The inventory will now import into the Inventory Manager database according to the selected schedule.
Manually execute an inventory import from the Beacon

19) Inventory can also be imported on demand using the Beacon UI.
a) Open the Beacon UI (if it is not already open) and navigate to the Inventory Systems page.
b) Highlight each inventory connection and click the Execute Now button at the bottom of the Beacon UI
for each item listed.
20) When the imports are finished, the last run’ time will be updated in the UI.
21) The uploaded data can be found in the following file location on the FlexBeacon system until the “Upload
third party inventory data” scheduled task has run:
C:\ProgramData\Flexera Software\Beacon\IntermediateData
22) After the task has run, the data is located in:
C:\ProgramData\Flexera Software\Beacon\IntermediateData\Uploaded
a) Examine the log for the inventory reader in the following folder location:
C:\ProgramData\Flexera Software\Compliance\Logging\ComplianceReader\importer.log
23) If the zip files were not immediately updated, you can expedite the upload process by manually executing
the “Upload third party inventory data” scheduled task.
View the staged inventory data on the Application Server

24) The data has been uploaded to the FNMP application server, but is not yet in the database.
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If Tip for On-Premises: If the data has been uploaded but not resolved to FNMP, you can viewed the cached
files on the FNMP application server at:
C:\ProgramData\Flexera Software\Beacon\IntermediateData\
25) To view the staged data that has been uploaded to the Application Server, Open the FlexApp System (Light
Rose) in VMWare by selecting the VMWare Workstation icon in the Task Bar on the Beacon, and selecting
the FlexApp Image.
26) Open the following folder “C:\ProgramData\Flexera Software\Beacon\IntermediateData”
27) Here you might see the two staged inventory imported zip files ready to be reconciled.
Reconcile the imported inventory into FNMS

28) Let’s go back to the FlexBeacon (Blue) system.
29) To update FNMP inventory, open the FNMS Web UI.
a) Open the License Compliance > Events > Reconcile page.
b) Check the box to “Update inventory for reconciliation”.
c) Then click the “Reconcile” button.
30) While the reconcile is in progress, you will view not be able to see the Reconcile button and instead will
view a message stating the reconcile has been scheduled.
Trouble Shoot Connectivity

31) To view the progress of your Inventory Imports, open the System > System Health > System Tasks view.
32) View the My Old SMS and My New SCCM Compliance Imports.
33) Once the imports have been completed, you should see the following:
(Note the failed message which points to a SELECT permission)
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34) To diagnose the permissions issue we will want to look at the SQL permissions for the svc-flexnet services
account on the SMS database.
Configure SQL Permissions

35) Log on to the FlexData server (tan), which houses the SQL Server and the SMS database.
36) Open SQL Server Management Tools using the shortcut from the task bar at the bottom.
37) Expand the Security > Logins node to find the FLEXERATRAINING\svc-flexnet account
38) Right click on the FLEXERATRAINING\svc-flexnet account and click on “Properties”.

39) Click on the User Mapping node from the “Select a page” menu on the left.
40) Select the SCCM database which was successful to view the permissions assigned.
a) The permissions should be db_datareader & public
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41) Now select the SMS database to view the permissions on this account.
a) The permissions are incorrect. You will need to uncheck db_datawriter and select db_datareader to
match the permissions assigned to the SCCM database.
42) Click OK to save the changes.
43) Log back on to your FlexBeacon server,
a) open the Beacon UI
b) choose from the Inventory Import, select the “My Old SMS” inventory connection
c) click the “Execute Now” button
44) Verify the Old SMS results were uploaded and have been copied to the following directory:
a) C:\Program Data\Flexera Software\Beacon\IntermediateData\Uploaded
b) Make sure to verify the time stamp to assure the most recent import was uploaded
45) From the web browser, re-run your full reconcile with an Inventory Import (as instructed in step 28).
46) Once the import and reconcile has finished, you should view the successful status from the System Tasks:
47) The status will remain in progress as long as the system task is running. You can refresh the web page to
view a status change.
48) Wait for the status to show either completed or failed:
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49) To view all the task steps for the imports, click the Expand all icon from the System Tasks page.
50) The expanded steps will also show each steps status, and any log files available for download.
51) Take a look at the status of the two SCCM data imports. Make sure to download and view the logs.
View Results in Data Inputs

52) Once your initial imports have finished, you can also track the status of the inventory adapters from the
Data Inputs page.
a) From the FNMS Web UI, open the System > Data Inputs page using the system menu in the upper right
hand portion of the interface.
53) Select the Inventory Data tab.

54) You should see both inventory connections: (My New SCCM and My Old SMS).
55) Check the drop down arrow on the right of the My New SCCM Inventory Data connection.
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56) From here you can view the status of the inventory source connections, including which beacon they are
connected to as well as the number of devices imported. You can also select a primary inventory source.
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Note: The default “FlexNet Manager Suite” inventory connection represents native Flexera inventory
managed by the FNMS application server and not by any one beacon.
Work with System Tasks

57) From any page in the Web UI, you should be able to view the new status icons for System Tasks just under
the System menu in the upper right of your browser. Click on the status icon to open System Tasks.
58) You will notice that the default System Task filters only show only the last run tasks. Change this filter to
show Only show last run “No”
59) Change the Tasks run in the last 14 days to Tasks run in the last 30 days.
60) When you want to focus on one particular data source, you can add a filter on the Task/Step.
a) Let’s filter on Task Type = “Inventory Import”

61) You should now see all inventory imports from the last 30 days, including a lot for the FlexNet Manager Suite
Inventory source.
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62) Click the ‘Reset Defaults’ icon to remove all filters.

63) Noticed, it also reset the Tasks run in the last 14 days and only show last run Yes. Change the Only show last
run to No once again.
64) Above the ‘Only show last run’ filter, click the View My Preferences link to open My Preferences.
65) Select the System Status bar, or System > System Health > System Tasks menu to navigate Back to the
System Tasks page.
66) Change the rows per page to 1,000 to accommodate additional tasks that we will be viewing.
67) Look through the other System tasks and get used to this view. We will be coming back here to diagnose
Business Adapters and Other Inventory Imports later.
68) Notice also that a Reconciliation tasks always seems to follow inventory imports. Though Reconciliation
events can be by themselves when you run a License Reconciliation without any Inventory Import.
Module 19 View the Inventory from All Inventory

69) To view the inventory that has been imported:
a) From the FNMS Web UI, navigate to “Discovery & Inventory > Inventory > All Inventory”.
b) Click the “Choose columns” icon to display additional columns to add to the view.
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c) Drag the “Last Inventory Source” column from the Choose columns pane to the data grid header.
d) Also add the “Connection Name” column.
e) Close the Choose columns pane.
f) Click the “Show column groupings” icon to group by columns.
g) Drag the “Last Inventory Source” into the grouping area.

h) In addition, drag the “Connection Name” column to the grouping area.
i) Expand each of the “Last Inventory Source” in the grid
j) Each Inventory record will have an inventory source and connection name.
70) You should now be able to see how many inventory records are being reported by each inventory data
source. Note: the term “inventory source” is misleading; in fact, this field contains the inventory source type
which is the same for both the My New SCCM and My Old SMS data connections. It’s the “Connection
name” that helps identify which inventory connection was the source of each inventory record.
71) Expand each connection to view the records underneath.
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Lab 7. Collect Initial Inventory

Scenario
Initial inventory can be imported from a spreadsheet Inventory can also be collected from devices even if they
are not managed devices (that is, even if they do not have the agent installed and communicating with FlexNet
Manager Platform). Instead of installing the agent, agentless inventory can be collected by running the agent
executable in “light scanner” mode, using the command line, a batch file, a logon script, or some other
command-line execution mechanism. This method is typically the easiest way to collect Flexera inventory from
a given device because, in most organizations, it requires fewer levels of change control, authorizations, or
permissions than more automated mechanisms such as Flexera remote inventory execution or installing the
inventory agent.
Objectives
Import inventory from a spreadsheet and then edit a batch file for running command-line inventory, and then
run the inventory.
Module 20 Import Inventory from a Spreadsheet

1) Log on to the Web UI from the FlexBeacon Server http://flexapp.flexeratraining.com
2) Navigate to the System > Data Inputs > Inventory and click the One Off Upload
3) For the Upload name enter “First Spreadsheet Upload”

4) For the Spreadsheet type leave “Excel XLSX with headers” selected.
5) Next to the Computers and VMs file click Browse to locate and select the following file:
a) C:\Temp\FlexBeacon\LabFiles\ImportingData\SpreadsheetInventoryImport\OneOff-
InventorySampleImports\Computer.xlsx
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b) Click Upload and make sure you see the “File uploaded successfully” message and click Open to open
the file.
c) Next to the Installation evidence field select Browse to select the following file:
d) C:\Temp\FlexApp\LabFiles\ImportingData\SpreadsheetInventoryImport\OneOff-
InventorySampleImports \InstallerEvidence.xlsx
e) Click Upload and verify the file uploaded successfully
f) Once you have uploaded both files, scroll down to the bottom of the page. From there you will be able
to click the “Start processing” button.
6) You should be able to view the status of your new One Off import under the Inventory tab of the Data Inputs
page. Click the arrow on the right to expand the summary and view the summary while in progress.
7) At the bottom of the summary for Last completed import, click the link to “View more in System Tasks”
8) You should be able to view the “First Spreadsheet Upload” listed as a Task type of Compliance import. Click
the plus sign to expand the task summaries.
9) View all of the summary info. Make sure to click on the “Validation errors” link to view the validation errors.
a) You can click the Back arrow in the browser to go back to system tasks.
10) When the import is complete, click the download log file for the Import Inventory devices task:
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11) Click Open in the browser to choose to open the zip file that was downloaded. You can then double click on
the file to open it.
12) Look through the log file then close the log file.
13) Close the Zip file in Windows Explorer.
View resulting Inventory

14) Open the System > System Health > System Tasks page
Note: You will also note a Reconciliation task that was invoked with the inventory import. This assures the
inventory will be imported into the Compliance database as soon as it’s uploaded. You can verify this by
viewing the results in the All Inventory view.
15) From the Web UI open the Discovery & Inventory > Inventory > All Inventory view.
16) Click the Grouping icon to expose the grouping area
17) From the Column Chooser icon

18) From the Choose columns window, drag the following columns to the grouping area
a) Last Inventory Source
b) Connection name
c) Then close the Column chooser
19) You can expand the hierarchy by clicking the plus sign next to each inventory source.
20) You will notice the First Spreadsheet Upload is an inventory source and the last connection name.
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21) Expand the Connection name to view the inventory records that were imported from the spreadsheet.
22) select the DSK-01 inventory record and click the “Open” button
a) Click on the tabs on the right of the screen to view its hardware details as well as applications.
b) Note an application was recognized from the installer evidence imported along with the computer.
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Module 21 Scheduled Spreadsheet Inventory Import from a Beacon

23) From the FlexBeacon server, open the Beacon UI (if not already open).
24) From the Inventory systems page, click the pull down arrow for a New connection and select Spreadsheet.
Warning: If you just click on the “New” button directly, it will create a SQL inventory connection by default.
25) Enter the following information for the inventory connection:

a) Connection Name: My Beacon Spreadsheet Inventory
b) Source Type: Spreadsheet
c) Connection Folder: C:\Temp\FlexBeacon\LabFiles\ImportingData\2015R2-OneOffInventorySampleData
Note: This is a different set of inventory spreadsheets than were imported before.
d) Spreadsheet Type: Excel xlsx with headers

26) Review the rest of the default settings, then click “Save” to save the connection.
27) Select the new Inventory connection in the list, and choose to Schedule.
28) Choose Default daily schedule and click “OK”
29) Click “Save” to save the new connection details.
30) Select the new connection in the list once again and click the “Execute Now” button to execute the
inventory import.
31) Click “Ok” on the execute now confirmation popup window
32) You can view the inventory zip file being uploaded in the following directory:
a) C:\ProgramData\Flexera Software\Beacon\IntermediateData (and \Upload)
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33) Once you verify the zip file was in the upload folder and uploaded, open the Web UI and navigate to the
System > Data Inputs > Inventory page to view all of the Data Inputs including the new Beacon Spreadsheet
Inventory connection.
Warning: If you find an error when importing the Spreadsheet records from the beacon it could be because
you selected the wrong spreadsheets to import. Make sure to select the folder “2015R2-
OneOffInventorySampleData” which are different from the previous worksheets imported via the UI.
Module 22 Verify the Local Running of an Inventory from a Batch File

34) If not already logged on, log on to the FlexBeacon server.
35) To deploy the light scanner, open the directory: \\flexbeacon\ManageSoftRET$\Inventory
(Since we are logged into the beacon, this is the same as local directory
C:\Program Files (x86)\Flexera Software\Inventory Beacon\RemoteExecution\Public\Inventory
But that will not usually be the case. This is the default folder used by the beacon to share for remote
execution of the inventory during Discovery and Inventory tasks)
Good Practice: Because the newly deployed beacon will always contain the latest inventory tracker files, we
should copy the latest files from the beacon after the beacon has been updated to any folder we use to
execute a command line inventory from.
36) Copy the required Windows files selected above (the unselected files are used for non-windows) for running
the light scanner files for Windows to a directory for running them locally:
C:\Temp\FlexBeacon\LabFiles\Discovery-Inventory\NDTrack\NDTrack
37) When you paste the files into the NDTrack directory, you will be asked to replace the files. Choose to replace
the files in the destination. This will update the older versions of the inventory files in this directory.
Tip for non-Windows device inventory: use the “ndtrack.ini” and “ndtrack.sh” files to deploy the light
scanner on a UNIX or Linux system.
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38) Open the following directory

C:\Temp\FlexBeacon\LabFiles\Discovery-Inventory\NDTrack (not the same as the directory we copied to)
39) Find the GetInventory.bat file, then right click and choose to edit the file.
Note: This is an example batch file for running ndtrack.exe, the agent executable, in “light scanner” mode by
invoking a command line with appropriate options. It can be used to schedule inventory by configuring a
Windows scheduled task to run the batch file.
40) Find the following line:

REM set INVENTORY_UPLOAD_LOCATION=”%file_Path%Results”
Tip for On-Premises: The current Upload Location will place the files in a directory next to the NDTrack
folder. Uploads from the light scanner can be sent directly to the application server, bypassing any beacon,
but you must ensure that you do not overload the application server with upload connections. Typically this
is done by randomizing the start time of the light scanner on different devices, or else by using a beacon to
handle the load balancing.
41) This command line which is remarked out will cause the batch file to use an option of “InventoryDirectory”
to store the inventory file locally.
42) Add “REM” in front of the following command:
43) Remove the “REM” from the front of the following command.
REM set INVENTORY_UPLOAD_LOCATION=”%file_Path%Results”
44) It should now read:
set INVENTORY_UPLOAD_LOCATION=”%file_Path%Results”
45) However this current path will upload the resulting inventory files directly to the application server (which is
good for troubleshooting if you want to check if the upload will work to the application server but not to the
beacon).
46) Edit the path to instead point to the beacon server. “http://flexbeacon.flexeratraining.com%Results”
47) Examine the command-line syntax for ndtrack.exe. The Option to UploadLocation should now use the
variable to upload the resulting inventory file to the flexbeacon upload location.
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48) Save and close the file.

49) Run the batch file by Right Clicking on “GetInventory.bat” and choosing to run as an administrator.
50) Click “Yes” to agree to run the batch file.
51) You will know the inventory agent is scanning by viewing the Flexera Agent icon in the system tray at the
bottom right of your screen.
52) Once the batch file has finished, press any key to close the command prompt.
53) Check the tracker log file located underneath the temp directory for Administrator:
Tip: You can type %temp% in the Windows Explorer path to open the current user’s temp directory.
C:\Users\Administrator\AppData\Local\Temp\ManageSoft\tracker.log
54) From this log file, you can view the collection of inventory as well as the upload status of the inventory. If
there is an issue with the upload you will see it here. Look for the upload finishing and success messages.
55) Check the Incoming folder on the Beacon to make sure the inventory has been uploaded to the FlexApp
server.
a) C:\ProgramData\Flexera Software\Incoming\Inventories
b) All inventory files are uploaded to the server from this folder – not just FlexBeacon. This folder on the
Beacon serves as a central collection point prior to upload. If the file is not here, it could have already
been uploaded to the Application Server by the Schedule Task to upload inventory files, “Upload Flexera
logs and inventories”
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56) The FlexBeacon inventory record is uploaded to the Inventory Manager database, but is not merged into the
FNMP database unless a full reconcile is run with an inventory import.
a) Open the Web UI (if not already open) and open Licenses > Events > Reconcile.
b) Check the box to “Update inventory for reconciliation” and click Reconcile.
57) While the reconcile is running, open the Discovery & Inventory > Inventory > All Inventory page in another
tab by opening the navigation menu, then right clicking on the link and choose “Open link in another tab”.
58) Once the reconcile is complete, open the Discovery & Inventory > Inventory > All Inventory page to view the
updated inventory.
59) Enter “flexbeacon” into the global search field in the upper right of the All Inventory page and press the
enter key to find the flexbeacon inventory record.
60) Scroll to the right to find the “Last Inventory Date” column. You should see today’s date on the flexbeacon
record after the inventory has been reconciled into the FNMP database.
61) To view the exact time of the last update, open the flexbeacon inventory record and view the History tab.
You will find lists of updates with date and time.
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Module 23 Run an Inventory and upload resulting inventory to a local file folder
Good Practice: Often times, you will need to run a scan on remote systems that might not have network
access to a Flexera Beacon or to the Application Server. In these cases, you can run the Inventory light
scanner, and simply load the resulting file to a local file location for capture later.
62) If not already logged on, log on to the FlexBeacon server.

63) We are going to reset the batch file back to its original settings. Open the following directory
C:\Temp\FlexBeacon\LabFiles\Discovery-Inventory\NDTrack
64) Find the GetInventory.bat file, then right click and choose to edit the file.
65) Find the following section which define the “INVENTORY_UPLOAD_LOCATION” variable, and change the
setting back to “%file_Path%Results”
66) Because we want to copy the results to the local file path instead of an Upload Location, we also need to
change the command line option from “UploadLocation” to “InventoryDirectory” as follows:
67) Save and run the Batch file once more as an administrator.
68) The resulting inventory file can be found in the following directory.
C:\Temp\FlexBeacon\LabFiles\Discovery-Inventory\NDTrack\Results
69) Copy this file and paste in the folder where inventory files are uploaded.
C:\ProgramData\Flexera Software\Incoming\Inventories
70) The schedule task will automatically upload this file to the Application Server within ten minutes.
71) The next time you run a Reconcile with Inventory Import, the new inventory will be loaded from the IM
database into the FNMP database.
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Lab 8. Preparing for Discovery and Inventory Tasks

Scenario
Before beginning to conduct discovery and inventory tasks, you must first configure which subnets each Beacon
will use for its discovery and inventory tasks. A structure of sites and subnets is automatically imported from
Active Directory; additional sites and subnets can also be created manually. Once this is done, you can then set
up discovery and inventory tasks targeting the sites and subnets.
Objectives
The objective of this lesson is to prepare for running discovery and inventory tasks by configuring credentials in
the Password Store for task execution and by establishing a set of sites and subnets for discovery and inventory
tasks and to align them with Beacons.
Module 24 Create Credentials on the Beacon Password Store

1) From the FlexBeacon system, open the FlexNet Beacon UI (if not already open).
Click on the Password Management link under Beacon configuration.
2) Click the “Launch Password Store” button.
3) From the Password Store, click “New” to create a new Password Store entry and enter the
following in the text boxes on the right hand side of the screen:
a) Logical Name: Domain Admin
b) Account Type: Windows domain account
c) Domain: flexeratraining
d) User: Administrator
e) Password: F1exera
f) Confirm Password: F1exera
g) Click Apply to save.
4) Select the Domain Admin account on the left and you will be able to view the details and/or edit the account
if needed. (The password is encrypted and not visible.)
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5) Click “New” again to enter a second account with the following:

a) Logical Name: Local Admin
b) Account Type: Local account on windows device
c) User: FlexUser
d) Password: F1exera
e) Confirm Password: F1exera
f) Click the “View/Edit…” button to edit a filter in order to limit this credential to a subset of devices.
g) In the Filter window, add “FlexBeacon, FlexApp, FlexData” under Device names separated by a comma
(make sure to read the text to understand how to apply filters).
h) Click “OK” to save the filter,

i) Then click “Apply” to save the new Password Store entry.
6) Click “Exit” to close the Password Store.
7) Click “Exit” again to close the Beacon UI.
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Module 25 Assigning Subnets to the Beacon
Review Unmanaged Devices
Note: CIDR Notation (Classless Inter-Domain Routing) is a method for allocating IP addresses and routing
Internet Protocol packets. It defines a base IP address along with the number of bits defined by the notation
which forms a range of IP addresses. FNMS uses CIDR notation for defining subnets. A /24 suffix is used to
indicate a class C subnet (i.e. xxx.yyy.zzz.0 – xxx.yyy.zzz.255). For more information on CIDR notation view
the online help or view the Wikipedia page below.
http://en.wikipedia.org/wiki/Classless_Inter-Domain_Routing#CIDR_notation
1) In the Web UI, open Discovery & Inventory > Discovery > Unmanaged Devices.
2) Change the view to display 1,000 rows per page.
3) Sort by IP Address by clicking on the “IP Address” header field.
4) Write down the total devices under the “Unmanaged Devices” view: _____________
5) Note the class C IP subnet range in CIDR format for FlexBeacon: _____________
(Example: 10.160.0.0/24)
Assign and Manage Subnets
Tip: After the FlexNet Beacon installed on FlexBeacon initially synchronizes with Active Directory, any sites
and subnets configured in Active Directory will be added to FNMP. As a result, you should automatically see
AD sites and subnets in FNMP, but you will still need to manually create any new sites and subnets not
configured in Active Directory, and then assign all subnets to beacons.
6) To view sites and subnets that have been imported from Active Directory (AD), open the Discovery &
Inventory > Network > Subnets page.
7) Expand the sites by clicking the plus signs or by using the “Expand All” icon.
8) You should already see the following sites and three subnets as examples.
a) Chicago – 10.200.0.0/16
b) Chicago – 192.168.0.0/16
c) London – 172.100.0.0/16
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9) Note however that while the subnets under Chicago and London are marked as enabled, they are NOT
assigned to a Beacon as there is no Beacon name. We will take care of this shortly.
10) Open the Discovery & Inventory > Network > Unassigned Subnets page.
11) Select each subnet by clicking the Checkbox next to each subnet or by selecting the checkbox at the top to
select all.
12) Click the Assign to a beacon button.

13) From the Beacons list, select the FlexBeacon beacon and click Save.
14) Verify there are no more unassigned subnets listed.

15) Verify the subnets are assigned by opening Discovery & Inventory > Network > Subnets.
16) Note the Assigned Beacon column. Also note that sites are NOT assigned to beacons.
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17) To change the assigned beacon, click the “Edit” button for a particular subnet, then you will be
able to select a beacon from the resulting drop down menu under the Beacon name column. Make sure to
click “Save” to save the changes made.
Note: You can only assign subnets to beacons. You cannot assign sites to beacons. However, even manually
created subnets should be added to sites to streamline targeting for Discovery & Inventory Rules.
Create a Site and Subnet

18) From the Discovery & Inventory > Network > Subnets page, create a new site and subnet.
19) Click the plus sign to add a site at the top level (“Sites”) to add a site (make sure you are not adding a subnet
to an existing site).
Note: Subnets should always be created within sites, in order to streamline discovery and inventory
targeting.
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20) Name the site “Atlanta”. Sites usually have names associated with locations such as Chicago or San Jose.
Make sure to click to save the site name.

21) Once the site is created, add a subnet underneath the site by clicking the plus sign link next to the site.
22) Type in the following subnet using standard CIDR notation: 172.26.80.0/24,
Tip: This should match one of the systems found in the Unmanaged Devices view. Adding the subnet to a
beacon will force the subnet to be managed and the device will no longer be found in Unmanaged Devices.
23) Select “FlexBeacon” under the Beacon name column then click then click the Save icon to save.
Tip: Pressing the Enter key on your keyboard will also save the entry if you are in the IP text field but will not
work after selecting the pull-down menu. Making sure the new subnet is assigned to an active beacon is
critical; if the subnet is unassigned, it cannot be used for discovery or inventory.
24) Create a second IP subnet under the Atlanta site to match the subnet of FlexBeacon and all of the servers in
our training environment (written down earlier in this lab). Make sure to assign that subnet to FlexBeacon.
a) FlexApp: 10.160.0.4
b) FlexData: 10.160.0.3
c) FlexBeacon: 10.160.0.5
d) In this case, the IP range is defined by 10.160.0.0/24. Create the entry under the Atlanta site assigned to
FlexBeacon as well, so that there are now two subnets managed by the FlexBeacon in the Atlanta site.
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Tip: When manually creating a subnet range, it’s important to leave the ‘Update automatically’ set to No, or
else when a synchronization with an Active Directory Site occurs, the subnet could be removed from the list if
not found in the automated synchronization. Those subnets marked as ‘Update automatically’ as Yes are
usually those coming from an AD synchronization.
25) After saving the subnets and assigning the beacons, let’s now go check out the Unmanaged Devices to see if
this caused any change in the list.
26) Open Discovery & Inventory > Discovery > Unmanaged Devices
a) What has changed in the list?
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Lab 9. Creating Discovery Rules

Scenario
Discovery and Inventory tasks are managed by creating rules that define how to run discovery and inventory
tasks. Rules contain:
 Actions
 Targets
 Schedules
Objectives
The objective of this lesson is to create a rule that will initiate discovery and inventory on the subnet where the
Beacon resides (created in the Managing Sites and Subnets lab).
Module 26 Create a Discovery Rule

1) In the Web UI, navigate to “Discovery & Inventory > Discovery > Discovery and Inventory Rules”.
2) First, create a target. Click the Targets tab on the left to open the Targets page.
3) Then click “Create a target”.

4) Enter the target name and description and define the machines to target by selecting the site that was
created in the previous lab.
a) Target name: Training Site
b) Description: Site for Training Systems
c) Define machines to target: Include - Site or Subnet: Atlanta (The IP ranges you created for your training
systems will be part of this target.)
i) Once you enter Atlanta in the Search box, click Search to find Atlanta in the list of sites, then click
the Add button to add the selected site as the included site for the target.
d) Connection Options: Attempt connection by name, falling back to IP address

e) CAL inventory Options: Allow CAL access evidence collection on these targets
f) Adoption Options: Not specified
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g) Application Usage Options: Not specified
5) Click “Create” at the bottom of the page to create the target.
6) Click “Add to rule builder” to add the new “Training Site” target to the rule we are building. This will display
the rule builder.
7) Click the Actions Tab on the left to display the Action options.
8) We will use the default action for “Full discovery and inventory” in our initial rule.
9) Click “Add to rule builder” to add the full discovery and inventory action to the rule.
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Create the Rule

10) Now that you have a target and action, you are ready to schedule and create the rule.
11) Click Schedule in the rule builder at the top to continue building the new rule.
12) For this initial schedule, choose to run “Once” and choose a time of about 10 minutes from now.
13) Make sure to also enter “Commence within 5 minutes.” The commencement time window randomizes start
times of jobs distributed from the beacon and is important for load balancing.
14) Then click Save as to save the schedule.

15) Enter the rule name, “My First Rule”, and make sure it is enabled.
16) Then click the “Save” button to save the new rule.
17) The resulting rule will show in the list of rules under the “Rules” tab.
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Force an Update of Discovery and Inventory Rules on the Beacon
Tip: new rules created on the application server will automatically be downloaded to the Beacon based on
the beacon policy and if the targets in the rule are applied to that beacon via the assigned subnets. This
should only take a few minutes. You can also force an update of rules by clicking on the “Update Rules”
button on the Rules page of the Beacon UI.
18) You can verify the rules currently configured on the beacon by viewing the “Rules” page of the FlexNet
Beacon UI. The rule will appear till it is run. Once the rule is run, if it will not be repeated, it will disappear
from the Rules tab.
19) Make sure you are logged on to the FlexBeacon system (Blue).
20) Open the Beacon UI, and navigate to the view of Rules which are under Discovery & Inventory.
Note: If you create a rule to run as soon as possible or to run once, the rule might appear in the Beacon UI for
only a short time, then disappear after it is run. Only persistent rules will remain in the Rules list on the
Beacon UI. Also, only rules targeting subnets managed by that beacon will appear on that beacon.
21) If “My First Rule” is not already visible, click the “Update Rules” button to force an update of the new rules.
22) You can force the rule to run by selecting My First Rule from the list, and then clicking the Run button at the
bottom of the Beacon UI.
Review Discovery Rules status in System tasks

23) The results of Discovery Rules are now reported on in the System Tasks, however the upload of the status
from the beacon could be delayed several minutes.
24) Open the System > System Health > System Tasks view in a separate tab, by right clicking on the link and
choosing to open in a separate tab. (We are going to leave this open and check on the status from time to
time)
25) Click the Blue Filter icon to apply a Filter
26) Filter the Task Type = Discovery and inventory rules
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27) Make sure your ‘Only show last run’ filter is set to No.
28) Refresh the browser window to refresh the System Task list from time to time when checking on system
tasks.
Module 27 Create a Recurring Rule with a Custom Action

29) Make sure to open a tab outside of the System Task tab in the browser so we can keep going back to the
System Tasks.
30) Open the Discovery & Inventory > Discovery > Discovery & Inventory Rules page if it’s not already open.
31) Create a second rule using the following:

32) Use the same target (Training Site) which includes FlexBeacon
33) From the Actions tab, click “Create an action.”
34) Set the name to be “VM Infrastructure” and the description to “VM discovery and inventory.”
35) Click “Expand all” to see the available actions.
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36) Uncheck the box for “General hardware and software inventory > Gather hardware and software inventory
from all target devices”.
Note: if you attempt to uncheck all discovery methods, and still conduct a VMWare discovery, you will be
prompted that “At least one of the discovery methods needs to be selected in the “General devices
discovery and inventory” section.
37) Check all boxes under VMware infrastructure, and Hyper-V.
38) Scroll down to the bottom of the page and click Create.
39) Add the new “VM Infrastructure” rule to the rule builder.
40) Click the Targets Tab and Add the Training Site target to the Rule Builder. (It doesn’t really matter if you add
the target first or last)
41) Click the Schedule button to schedule the rule.
42) Schedule the rule to run daily starting 1 hour from the current time with a 10 minute commencement time
window, then click “Save as.”
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43) Name the new rule “Atlanta VM infrastructure” and ensure it is enabled. Then click “Save”.
Tip: Rules should be named so they can be clearly and uniquely identified from the Rules page. You should
establish a naming convention before setting up rules that cover multiple actions, targets, and schedules.
44) The rule must next be downloaded to the Beacon. From the Rules tab of the Beacon UI, click “Update
Rules”.
45) Wait a minute or two until the beacon policy is downloaded, and the new rule will appear. You should also
see your first rule in the list and if it has already run, it will have a Last run date but not a Next run date as it
was a once only rule.
Tip: You can choose to run the rule by selecting the rule in the Beacon UI Rules list and clicking the “Run”
button. Newly discovered devices will appear in the Web UI after the Beacon has uploaded its discovery data.
Refer to the Appendix for the steps for a new rule, and locations for the data flow and logs.
46) To force the rules to run if they have not, from the Beacon UI, select the rule then click the Run button.
47)
48) Sometimes you have to navigate away from the Rules page in the Beacon UI for it to refresh, but eventually
you should see a Last run date for each of your rules.
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49) On the Beacon system (Blue), you can view the C:\ProgramData\Flexera Software\Beacon\BeaconPolicy.xml
file to view the rules in the Beacon Policy.
50) Rules will run according to the schedule set for the rule. The beacon engine triggers the rules to be run.
Beacon engine log files can be found on the beacon in:
a) C:\ProgramData\Flexera Software\Compliance\Logging\BeaconEngine\BeaconEngine.log
51) Additional logging can be configured in the etdp.trace log file. This should have been configured in an earlier
lab, but you can confirm the Discovery was enabled, and if so you can then check the log file. The trace
configuration file can be found at:
C:\Program Files(x86)\Flexera Software\Inventory Beacon\etdp.trace
Verify the “#” pound sign in front of +Discovery has been deleted in order to uncomment the tracing.
(Right-click and use Notepad or WordPad to edit the file.)
52) Run the rule “Atlanta VM Infrastructure” from the Rules tab of the FlexNet Beacon.
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53) View detailed results from running rules on the Beacon by opening the log file configured in etdp.trace,
which by default can be found at:
C:\ManageSoft.log
Tip: You can change this path by editing etdp.trace as we showed in an earlier lab.
54) Discovery and inventory rule results are uploaded to the application server by the “Upload Flexera logs and
inventories” scheduled task on the beacon.
a) If the data is waiting to be uploaded, it can be found in the following location:
C:\ProgramData\Flexera Software\Incoming\Discovery
55) If you find a BadLogs folder, open the folder to see if any of the discovery jobs were uploaded here.
56) If there are discovery files copied here, it’s always worth a try to copy the files back to the
ProgramData\Flexera Software\Incoming\Discovery folder to attempt to have them resolved again.
Module 28 View the results of your discover

57) In your browser, click back on the System Task tab, and refresh the page to see if your first rule shows up.
58) Click the “see details: link in the summary on the right to open the Rule Execution Details.
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59) The Rule Execution Details will list each and every system that a task was attempted to run on with the
results shown in the summary.
60) Open the System > System Health > System Tasks list again.
61) Click the Expand all icon to expand the Rule to see which beacons the rule was run on and the steps
on each beacon.
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Tip: If the rule appears to have run on the beacon, but you don’t see any System Task, or the System task
appears to hang as ‘In progress’ without updating, it could be because the status logs from the beacon have
gotten hung up.
62) Log on to the Application Server (Light Rose) to view the Status logs uploaded to the Application Server from
the Beacon.
63) Open the following directory to see if any logs are still unresolved, or if there are bad logs in the BadLogs
folder.
C:\ProgramData\Flexera Software\Incoming\BeaconEngine\BeaconEngine.log
64) If problems exist, log on to the Beacon system (Burgundy.
a) Then to troubleshoot any status that is not being resolved, look in the following folder on the beacon for
the Beacon Status log
C:\ProgramData\Flexera Software\Compliance\Logging\BeaconStatus
65) Results of discovery and inventory rules are immediately resolved into the Inventory Manager (IM) database
and will appear in the Web UI under Discovery & Inventory > Discovery > All Discovered Devices. You can
filter by IP address Begins with 10.160.0
66) Open the FlexApp Discovered Device by clicking on the name hyperlink.
67) Under the status tab, you should be able to view the Rules applied to the device, as well as the Discovery
status of which rule discovered the device when.
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68) Every night, or when a reconcile with “Update inventory for reconciliation” is run, Flexera discovery and
Inventory data is imported from the IM database and the All Discovered Devices page into the FNMP
database and the Discovery & Inventory > Inventory > All Inventory page.
69) Filter the All Inventory view of Name Begins with “Flex”
70) You will notice the FlexApp system even though it may have been inventoried, is not appearing under the All
Inventory view till a complete inventory import and reconcile occurs.
71) Go ahead and run a reconciliation with a full inventory import to view the results of the inventory on the
FlexApp and FlexData system.
72) Once the Discovery Job has completed, the beacon will also upload log files that are available in the Activity
Log of the UI. To access the Activity Log, open the System Menu > System Health Page.
73) Click the Activity Log button.
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74) It’s often helpful to group this view by Source type as well. Most logs related to Discovery & Inventory Rules
will appear under the Beacon source type.
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Lab 10. Installing the Inventory Agent

Scenario
Install the agent directly on a device, using installation and deployment technology you already own, or the
adoption mechanism (remote installation and configuration of the agent on a new device using native Flexera
technology) available from FlexNet Manager Suite.
Objectives
Configure the agent installation files for direct installation.
Tip: When you use the adoption feature of FlexNet Manager Suite, the configuration of the agent will occur
automatically.
Module 29 Viewing Inventory Settings in the Web UI
Standard Practice: When an agent is first installed, it requires an initial configuration. These configuration
settings reside on the Beacon as part of the beacon policy. Before adopting devices by installing the agent,
the beacon must have the appropriate configuration settings, and the agent must know how to check with a
beacon during the install process to receive its initial configuration. When an agent is installed but does not
receive its initial configuration, it is orphaned and will never be able to report inventory.
1) Review the inventory configuration settings on the server. Open the Discovery & Inventory > Settings page.
2) Review the default inventory settings including:

a) File inventory (which file folders to scan for software file evidence – by default all folders are included)
b) Agent inventory schedule (which controls how often an installed agent will run an inventory)
c) Beacon settings (which control how often the beacon checks in for policy updates)
3) Change the start time to start at 6 pm, and a commencement time window of 10 minutes.
4) Check the option to “Do not rerun after success” and set 7 days. This will mean the agent on a given device
will attempt to run an inventory every day, but if it is successful, then it will not try again for a week.
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5) Click Save to save and close the Inventory Settings page.

6) While the beacon will check for any policy updates every 15 minutes according to the global inventory
settings, we can force this update from the beacon UI.
7) From the FlexBeacon system, open the Beacon UI, then open the Rules page.
8) Click the “Update Rules” button to download the latest beacon policy. (You can see when last policy update
occurred next to the “Current policy downloaded”.)
9) The beacon policy file will contain beacon configuration settings used by the beacon as well as agent
schedules and the inventory settings from the Web UI.
10) To find the inventory settings for agents, scroll down in the Beacon Policy xml file to the <Agent Schedule>
tag.
11) Here you will see the inventory triggers:
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12) Close the beacon policy file. We now are ready to install the agent, assured that the agent can download its
initial configuration from the beacon.
Module 30 Creating the Agent Installation Package
Downloading Installation Files

13) Log on to the FlexData virtual machine as “Flexeratraining\fnms-admin” if you are not already logged on.
a) Since we have already collected an inventory from FlexBeacon, we will install the agent on the FlexData
server.
14) Open a browser on FlexData (Tan).
15) From the FlexData browser, you can download an inventory agent for manual installation and adoption of a
device from the Web UI if you are part of the Administrator Role.
Http://flexapp.flexeratraining.com/Suite
Warning: If you logon as an Operator, you will be able to view the Download Inventory Agent page, but you
will not be able to select an inventory agent to download. Close the browser and make sure you are logged
on as someone with an Administrator role.
16) Open the following page, Settings > Data Inputs> Inventory Data.
17) Click the button to download the inventory agent:

18) From the Download the most recent Inventory Agent page. Make sure to agent at the top of the list without
an OS provide. This will be the Windows agent. This will download a zipped file.
Good Practice: This is an older version, but will still work. This is normal practice as an older version of the
agent is usually approved and we don’t always want to upgrade the agents every time we upgrade the
Application server.
19) Click Download after selecting the appropriate agent.

20) When Prompted to save the file, choose Save As and save the file to the C:\Temp Directory.
Tip: If you cannot select an inventory agent from the pull-down list you might not be logged on as an
Administrator. Close the browser and make sure to log on as an Administrator.
21) If you are not using Internet Explorer, the file might be automatically downloaded to the users download
directory. Find the file and copy the zip file to the C:\Temp directory.
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Tip: All other operating systems specify the OS in the agent name, but the Windows agent is always called
simply “ManageSoft for managed devices.” You can find versions of all the agents on the Application Server
under F:\ProgramData\Flexera Software\Warehouse\Repository\Packages\Flexera\Adoption\10.3.0\Rev1.0.
The latest package version for download will be placed in the same Adoption directory whenever you update
your Application server to a new FNMS version, and made available via the Web UI for download.
22) Once you have saved the zip file, Right click on the managesoft-xx.x.x.zip file and select Z-Zip > Extract to
“managesoft-xx.x.x\”.
23) To complete the installation package for a given environment, download and configure a bootstrapping file.
Download and configure the bootstrapping file
Tip: The bootstrap file (mgssetup.ini) contains all the initial configuration settings used by the agent. To
complete the agent installation package, download and edit this file and place it in the same folder as the
other installation files to be included in the package.
24) From the Download Inventory Agent page, download the mgssetup.ini bootstrapping template file.
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25) If you are prompted to Leave the page, go ahead and click leave the page.
26) Save the file in the same folder as the agent installation files:
C:\Temp\ managesoft-xx.x.x\
27) Open the File Explorer and navigate to the agent installation folder C:\Temp\ managesoft-xx.x.x.
28) Right click the mgssetup.ini file and choose Edit to open and edit the required sections of the file.
Warning: There are two critical settings that you need to make sure are uncommented and configured in the
mgssetup.ini file. These are the INSTALLMACHINEPOLICY setting and the DEPLOYSERVERURL. While the other
settings are optional and helpful, these two settings must be configured correctly or else the client agent will
be installed, but will not be able to download its initial configuration and schedule and as a result will be
orphaned and idle.
29) Scroll down till you find the INSTALLMACHINEPOLICY setting. Make sure there is no semicolon in front of the
line. The semicolon acts as a comment marker, and when it’s there the line will not be read by the installer.
30) Make sure the INSTALLMACHINEPOLICY=1
31) Scroll down till you find the DEPLOYSERVERURL setting. Make sure there is no semicolon in front of the line.
The semicolon acts as a comment marker, and when it’s there the line will not be read by the installer.
32) Make sure the DEPLOYSERVERURL is set to the name of your beacon server download URL. In our case
http://flexbeacon.flexeratraining.com/ManageSoftDL
33) Scroll down till you find the section for “;Arbitrary command to run at completion of installation”.
34) Uncomment and edit the two lines as follows:
a) RUNCMD = cmd.exe
b) RUNCMDARGS = /C start ndtrack -t Machine -o
UploadLocation=http://flexapp.flexeratraining.com/ManageSoftRL
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Good Practice: It’s a good practice to initiate an inventory scan immediately after the installation of an
agent. The RUNCMD executing on completion of the installation helps do to this. The RUNCMD cannot
contain system variables or spaces.
35) Save and close the mgssetup.ini file.
Module 31 Install the Agent

36) Double click setup.exe.
Note: While we could initiate an MSI silent installation command, it’s good to see the installation options, so we
will run the setup.exe directly which then calls the “ManageSoft for managed devices.msi”. All of the options we
will be viewing can be set either in an MST transform file, or in the command line options of the installation
command.
37) Click next when presented with the Welcome screen.

38) Accept the terms of the license agreement then click Next.
39) Enter any User Name and Company then click next. (This is not a critical configuration)
40) Choose Custom Install and click Next for the Choose Custom to view the client components that are
installed.
41) View the components, and then click Next.
a) This is the screen where you can again set the installation path.
b) Note all of the different components that make up the inventory agent.
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42) Check the option to “Yes, record application usage statistics” then click Next.
Good Practice: It’s always good practice for License Optimization to collect usage data, however often times
usage data will be disabled by default then enabled later after testing.
43) Choose to “Directly” access the internet instead of using a proxy then click Next.
a) This setting has more to do with how the client communicates to the beacon instead of how it
communicates to the internet.
44) Click Install on the final page to commence the application installation.
45) Click Finish to complete the installation and close the installation wizard.
Tip: The ultimate test of the client being adopted and receiving it’s critical configuration is to make sure the
client has downloaded it’s client schedule that tells the client what to do and when to do it which is located in
C:\ProgramData\ManageSoft Corp\ManageSoft\Schedule Agent\Schedules
46) To verify if the inventory scan occurred, open the File Explorer, and path to %TEMP% which should take you
to “C:\Users\fnms-admin\AppData\Local\Temp”
NOTE: If the tracker.log file is not found there, look under “C:\Windows\Temp\ManageSoft”
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47) Open the ManageSoft folder and look for the tracker log.
48) Double click the tracker.log to open the file.

49) Scroll down to find where the Program exited successfully.
50) You should also find the locally cached inventory .ndi file in the following location:
C:\ProgramData\ManageSoft Corp\ManageSoft\Tracker\Inventories
51) To confirm this schedule has located the beacon from the mgssetup.ini DEPLOYRSERVERURL setting and
downloaded the policy and schedule as defined in the INSTALLMACHINEPOLICY setting, you can open the
schedule using the following command line.
52) From the FlexData server, open the following folder path in Windows Explorer.
C:\ProgramData\ManageSoft Corp\ManageSoft\Schedule Agent\Schedules
53) Right Click on the “sched.nds” file and select “Open with” then choose to open with Notepad.
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54) Find the section which defines the inventory schedule.
55) Note the time of the next inventory. The inventory should run so that the automated reconcile with an
inventory import that occurs overnight will result in the inventory appearing in FNMS All Inventory.
56) As a troubleshooting tactic you can also open the schedule agent and run the inventory manually.
Note: When running ndschedag.exe from a command line, you need to make sure you open the command
prompt to run as an administrator. The ndschedag.exe must be run as an administrator in order to view the
machine schedule.
57) Click the Windows start button, and type “Command Prompt” in the search. Then Right Click on the
Command Prompt icon in the Taskbar at the bottom of the screen Command and choose to “Run as
administrator”.
58) Using CD commands, change directories till you are in the following directory:
C:\Program Files (x86)\ManageSoft\Schedule Agent
a) CD \
b) CD Program Files (x86)\ManageSoft\Schedule Agent
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59) From the command prompt, you can now type the following command:
ndschedag.exe –t machine
60) Then press enter to run the command
61) This command will open the Schedule Agent UI (This UI is only used for troubleshooting purposes as the
schedule agent will run silently for each schedule task)
62) From the Schedule Agent UI, you can Right Click on the “Generate Inventory” schedule task and choose to
Run.
63) While the inventory agent is running, you will see it appear in the Task Manager Control panel.
64) To confirm the date and time stamp of the last inventory that has been run on the client, you can find a
cached copy of the inventory results file in the following location.
C:\Program Data\ManageSoft Corp\Tracker\Inventories
Tip: There are actually two folders with cached inventory that appear here. If the inventory was executed
using the installed agent, it will appear in the Inventories folder. If the inventory was generated via a
command line directly or from a remote execution inventory rule from a beacon, the cached inventory file
will appear under the ZeroTouch folder.
65) If the inventory was run on the client, but was unable to upload to the Beacon, you will find the resulting
inventory file waiting to be uploaded in the following directory.
C:\ProgramData\ManageSoft Corp\ManageSoft\Common\Uploads\Inventories
66) Files are cleared from this Uploads location once they have been uploaded from the client.
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67) You can also verify the last details of the inventory tool (also referred to as the tracker) by referring to the
system log files.
68) In File Explorer, open the following location C:\Windows\Temp\Managesoft
69) Open the tracker.log file from this directory.
70) You should see a successful upload of the inventory, as well as the steps used during the inventory.
71) You now can feel confident that the client is adopted correctly and since it has a schedule is not orphaned.
Note: Now would be a good time to check additional logging in your trace file. View the resulting logs in
C:\ManageSoft.log file. Also, can you track the inventory after it is uploaded to the Beacon and then after the
Beacon uploads it to the Application Server.
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Lab 11. Working with Business Adapters on the Beacon
Module 32 Examine Business Adapter Files on the Beacon
Note: Because the Business Adapter Studio loaded on the Beacon is designed to run in disconnected mode
such that it does not connect directly to the database, it does not support running test imports or custom SQL
code in the adapter.
1) Make sure you are logged on to the FlexBeacon system (Blue), and minimize VMWare Workstation.
2) You can find the Data Domain Interface (DDI) templates on the beacon in the following folder location:
C:\ProgramData\Flexera Software\Beacon\DDI
3) Example CSV templates for use with the DDI business adapters can be found in the following folder location.
Note: these files differ from the CSV file templates for uploading data directly via the Web UI.
C:\ProgramData\Flexera Software\Beacon\ExampleCSV
4) Additional configuration files for Business Adapter Studio on the Beacon can be found in the following
folder:
C:\ProgramData\Flexera Software\Beacon\BAS
Module 33 Create an Asset Adapter on the Beacon

1) From the FlexBeacon system, open the Beacon UI.
2) Make sure the “Data collection” list is expanded on the left.
3) Navigate to the “Data collection > Business Importer” page.
4) Click the “New” button to create a new asset adapter.
a) Choose the Custom Importer template from the Adapter Template pull-down menu.
b) Enter “A Simple Asset Adapter” as the Adapter name:
c) Choose to Execute as: “Windows (current account)”. During normal operations this will run under the
account used for the Beacon Service.
d) Leave the Username: and Password: blank
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5) Click Save, to save the adapter configuration and open the Business Adapter Studio with no default template
loaded.
Load the Dataset

6) By default, you will be in the top level node of your adapter where you can define the data source to import.
We will be importing from a CSV file, so from the Test Acme Assets node, find the CSV File Properties section
and click the ellipses in the File Name field to browse and find the following file
C:\Temp\FlexBeacon\LabFiles\Business-Adpaters\MGSBI-2014-DDI\Data\asset.csv
7) Check the box to identify the “First row contains column names.”
8) Then click the Refresh button to verify the connection to the data.
9) Click the “Data” node on the left, and click the “Load Data” button which will load the dataset for reference
in the Data node.
10) You should see the dataset now.
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11) Click back on the top level node “A Simple Asset Adapter”, and scroll down on the right till you view the
Tracing Options for the adapter.
12) Set the following tracing options for the adapter.
a) Created Records is checked
b) Updated records is checked
c) Deleted records is checked
d) Rejected records is checked
e) Column(s) for tracing: [AssetName]
Configure which fields to import

13) Right Click on the “Data” node on the left and select “Add New item > Asset”
14) The Asset Object and all fields will now be displayed. By default, you will be on the top level Asset Node.
Make sure the following properties are set on the Asset node:
a) Update existing object in the database is checked
b) Create new object in the database is checked
c) Object ID: set to default Asset_ID (this ID is used when joining other objects for import)
15) At the top level of the Asset Object, you should see the Import Rules for this Asset Adapter.
16) From the Update Rule, set the rule to “Reject duplicate records”.
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17) You should now see a list of all the possible fields that can be imported for an Asset Adapter expanded
below the Asset node.
18) Click on a few fields and review the following sections of properties for a few fields:
a) Properties
b) Matching
c) Data Transformation
d) Advanced Properties
19) Select “Asset Name” field on the left, and set the following properties
a) Properties fields
i) Source: Field Value
ii) Value: AssetName (Note the field value pull-down list is actually drawing fields from the header of
the CSV file we loaded earlier)
b) Matching fields
i) Check Use this property for matching existing data
ii) If null value is found: Discard the record
c) Data Transformation fields
i) Read Order: Forward
i) If value is missing: Do nothing. (The import will fail.)
(1) Note that this means you will need to make sure there is a value in every Asset Name field in the
data being imported
20) Select “Serial Number” field on the left, and set the following properties
ii) Value: SerialNo
b) Matching fields
i) Use this property for matching existing data is checked
ii) If null value is found: Discard the record
21) Select “Asset Type” field on the left, and set the following properties
ii) Value: assettype
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iii) Update rule: Always update the property

b) Matching fields
i) Use this property for matching existing data is NOT checked
(1) We will not use this field for matching, which means we can change the asset type on future
imports
(1) We will make this a required field as well
22) Select “Asset Status” field on the left, and set the following properties
i) Source: Fixed Value
ii) Value: Purchased
(1) We will enter the text instead of pulling from a list. This means that every record being imported
with this adapter will have its status set to Purchased instead of relying on data from the data
source
iii) Update rule: Never update the property
(1) This means if the asset status was changed after the initial import, this import will not reset it
back to “Purchased” on any subsequent import
b) Matching fields
i) Use this property for matching existing data is NOT checked
(1) We will not use this field for matching, which means we can change the asset type on future
imports
(1) We will make this a required field as well
23) Your adapter window should have green marked for those four fields we have configured for import and
should look like this.
24) Click “Save” on the Business Adapter Studio Menu to save the adapter.
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25) Our sample adapter xml can be found in the following folder location on the beacon
a) C:\Program Data\Flexera Software\ Beacon\Business Adapter
Tip: XML Adapter files that have been developed and tested elsewhere can be copied into this location.
However after you copy the adapter, you will want to open it on the beacon and verify the data source can
be reached. Also make sure the adapter is enabled.
26) Close the Business Adapter Studio, and you should now see your simple adapter listed in the Beacon UI
under “Data collection > Business Importer”
27) To schedule the adapter to run, you must first create a generic schedule that can be applied to multiple
objects. To do so, click on the “Data collection > Scheduling” link in the menu on the left.
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28) This brings you to the Scheduling page. You will see your new business adapter under the “Not scheduled”
list. Click the + next to Not scheduled to expand the list.
29) Click on the “New” button to create a new schedule and enter the following information:
a) Schedule name: Daily 1AM Schedule (I’ve found naming schedules by timing is helpful when applying
schedules to different imports.)
b) Scheduling Options: Daily at 1:00 AM
c) Click OK to save the schedule
Note: The Beacon UI does not have to be open for the adapters to run. The Beacon Service will run the
adapter imports at the scheduled time.
30) Navigate back to the “Data collection > Business importer” page,
31) Select your adapter then click the Schedule button and choose the “Daily 1AM Schedule”
32) Click the Save button to save the new schedule for the adapter.
33) Close the Beacon UI so we can refresh it easily.
Test your Adapter

34) Open your Beacon UI, and navigate back to the Business Adapter page.
35) Making sure “A Simple Asset Adapter” is selected in the UI, click on the “Execute Now” button to execute
the adapter.
Good Practice: Since there is no way to test the adapter before running it, we will run this. It’s always a good
idea to run the adapter first with a very small data set if possible to first test the adapter before extending it
to the entire dataset. Also, adapters should be built in a development environment and not while connected
to your production database.
36) Eventually (it may take 5 minutes or so) you will see a zip file for the “A Simple Asset Adapter” located in the
following location:
C:\ProgramData\Flexera Software\Beacon\IntermediateData
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37) However the data will only show up here for a short time before it is automatically uploaded. Once the zip
file is uploaded, you will see it in the ‘Uploaded’ folder in this location.
38) Once the Adapter results are uploaded to the Application Server, the zip file will be cached for a few days in
the ‘Uploaded’ folder in this location.
Good Practice: While this upload directory should purge itself on a regular schedule, if you notice this folder
of uploaded data growing larger than expected, you should delete older files.
39) Once the adapter results are uploaded, to verify the Business Adapter has also been imported on the
Application Server, open the Web-UI and navigate to System > Data Inputs”.
40) If you do not see the Adapter listed, click on the ‘Process Imports’ button to process any data that has been
uploaded from beacons.
41) To see what was uploaded, copy the associated zip file on the beacon from the C:\ProgramData\Flexera
Software\Beacon\IntermediateData\Uploaded folder to the C:\Temp Directory, right click on the file and
choose to Extract All.
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42) Accept the default locations and click Extract to continue.

43) The resulting folder with the unzipped files will be shown.
a) Ddi.xml
b) Package.xml
c) A Simple Asset Adapter.xml
44) You can open the “A Simple Asset Adapter.xml” to verify the data that was collected.
Business Adapters in System Task

45) Open the System > System Health > System Tasks view
46) Change your filter to view Task types = Business import.
47) You should see your business import task show up as In progress.
48) When the Adapter finishes, you will view the tasks status as ‘Completed with error’
49) To view the rejected records, click the link that states ’28 row(s) found with rejection messages’
(Your results could vary)
50) From the Business Import Rejection Messages view, scroll down to find all of the rows were rejected
because the serial number was blank, and since the serial number is a required field they were rejected. You
could attempt to edit the csv file directly to add a unique serial number for a few of these records then re-
run the adapter to see if the records can be imported.
Business Adapter Logging

51) You can see activity related to Business Imports on the activity log.
52) From the Web-UI, select System > System Health
53) Click on the “Activity Log” button in the upper right portion of the System Health page.
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54) Scroll down the list of recent activity, and you should see those with a Source Type of ‘Business Import’
55) You can also view more detailed logs in the database directly.
56) Once data is uploaded to the Application server and imported into the database, log files are kept for each
import. You can verify these from the following table in the FNMP Database:
a) ECMImportLog_Detail
b) ECMImportLog_Object
c) ECMImportLog_Summary
57) Open SQL Server Management Console.
58) Click “New Query” and make sure the FNMP Database is selected in the pull-down menu.
59) In the query window, type the following query:

SELECT * FROM ECMImportLog_Summary
60) Then click Execute. You should see a list of recent imports. Find the one with an Import Name of “A Simple
Asset Adapter” and make note of the ImportID:
61) In the Query Window, below the first line, type

SELECT * FROM ECMImportLog_Detail WHERE ImportID = 24
a) Making sure to replace 24 with the ImportID from your system.
62) Highlight just the second line, in the query window to choose which lines to run, then click the Execute
button
63) You should see a detail line related to every row from your Simple Asset Import.
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Lab 12. Installing the Business Adapter Studio
Module 34 Installing the Business Adapter Studio on the FlexApp Server

1) Logon to the FlexApp Server as ‘Administrator’
2) From Windows Explorer, open the following folder location:
C:\Temp\FlexApp\ProductFiles\Business Adapter Studio
3) Double click the setup.exe to start installing the FNMP Business Adapter Studio
4) Click Next On the welcome screen
5) Choose to accept the License Agreement then click ‘Next’
6) Enter any User Name and organization
7) Click Next
8) Click Install to install the adapter studio
9) Click Finish to complete the installation
Module 35 Creating a Basic Business Adapter

10) To verify and open the Business Adapter Studio, click the Start button and find the shortcut for the Business
Adapter Studio.
11) The Business Adapter Studio UI will open

12) Click Open to open an existing Business Adapter
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13) Navigate and open the following business adapter:

C:\Temp\DemoData\MGSBI\asset.xml
14) Read the warning message pointing out deprecated properties since this adapter was written by an older
adapter.
15) Click OK to close the warning.
Tip: The first difference you will notice between this adapter UI and the one from the beacon is the presence
of the top level database node, where you can define your database connection to the FNMP database. This
adapter will not be creating intermediate data files like the adapter on the beacon, but will be importing
data directly into the FNMP database itself, which is why it needs a data connection defined.
16) From the FlexNet Manager Platform Database node, Click “Use the specific connection information below”
17) Click the ellipsis for the Connection String to build the connection string pointing to our current FNMP
database.
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18) Verify the correct server name and database name, then click “Test Connection” to test the connection.
19) Click OK, to close the data connection screen.

20) To verify the connection to the datasource, click the “Asset” node at the top which is the name of this
adapter
Good Practice: You should be more creative with your asset adapter names such as “CMDB Asset Adapter”
21) Click the Refresh icon to refresh the connection.
22) Then from the Data node, click “Load Data” to verify you can load data.
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23) The resulting dataset will appear.
24) Click the minus sign next to each of the objects to condense the objects and view all the different items that
are imported by a simple Asset adapter.
25) Click through different properties to see the settings of each.

26) Expand the Asset node and see if you can find the properties that were deprecated.
27) From the tools menu, select ‘Simulate’ to test the adapter,
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28) Click Start to start the simulation
29) View the results in the screen and look to see if the adapter would have created and/or updated any assets.
The status should be shown near the bottom. You can see errors, warnings and if the simulated import
completed which is a good thing 
30) Click Close to close the simulation.

31) More logging can be viewed when you run a full import, including a list of rejected records. The logging data
will be stored in logging tables in the database.
32) From the Tools menu select ‘Import’ to run the import,
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33) Click Start

34) When prompted with a warning that this will actually affect your data, click Yes
35) View the results to see if data was updated and/or imported
36) To view the history of imports to look for further issues, from the tools menu select ‘View History’
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37) When expanding the history, you can often find reasons why certain records were rejected, along with the
record number (which corresponds to the row# in your import data)
Review this new adapter in System Tasks

38) You will notice that Business Adapters run directly from the Business Adapter studio or via command lines
directly on the Application Server, and not run via an Inventory Beacon will not appear in the System Tasks
or under the Data Inputs.
Module 36 Optional Adapters to Review

1) Open and conduct Imports for the following adapters in the C:\Temp\DemoData\MGSBI\ location. View the
summary for how many records were rejected, then view history to see if you can identify why the records
were rejected.
a) Asset
b) License
c) User
d) Vendor
e) Purchase Order
2) One very of the adapters with several examples of unique properties such as those using custom SQL is the
Purchase Adapter that is worth viewing
3) Other Adapters can be found in the following location:
C:\Temp\FlexApp\LabFiles\Business-Adapters
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4) The Sample MLS import will show unique joins of data columns as well as filters and concatenations. This is
the type of adapter that uses custom SQL code to define and cleans the data that cannot be run directly
from a Beacon.
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Lab 13. On Premises Adapter Troubleshooting Practice
Each of the cases below, describes an issue that you have to troubleshoot. The corresponding files can be found
under LabFiles\BAS_Troubleshooting folder. If you have difficulty finding the right solution, you can refer to the
Appendix proposed solutions, but only after attempting to resolve the issue on your own. 
Module 37 Case #1 – Extra slashes in an Organizational Structure
The customer requested location data from their financial system be loaded to the newly implemented FNMS
tool. The onsite consultant noticed that additional hierarchy was created. The onsite consultant noticed that
there are additional slashes in the “Name” field of the location text file. The source cannot be changed by the
customer directly. The data is fed from a third party provider. The customer agreed that the data can be
modified prior to loading and the slashes changed to hyphens. Fix the adapter to account for this change.
Module 38 Case #2 – Error when running Schedule Task for Business Adapter
The consultant has developed all the business adapters that were required by the customer. The consultant has
tested each of the business adapters and they function as expected. The consultant has developed an
executable to be attached to a scheduled task so that the business adapters run daily at night as included in the
customer requirements. Upon testing the scheduled job the consultant notices that the business unit adapter is
receiving an error. Fix the issue so that the business unit adapter will run correctly during the scheduled nightly
time.
Module 39 Case #3 – Special Characters appear in Adapter after copying the XML
The consultant has developed all the business adapters that were included in the customer requirements. The
adapters have been tested individually and in the batch job and function as expected in the customer’s
development environment. The same adapters need to be deployed in the customer’s production environment.
The consultant copies the business adapters from the development application server to the customer’s
production application server. The consultant notices that there are a bunch of special characters in the adapter
xml files; however that is not how the xml files looked in the development environment. Fix the adapter so that
the connection information does not have special characters.
Module 40 Case #4 - User Records being Rejected
The consultant is onsite with the customer in a conference room. The consultant walks through the user
business adapter with the customer. The customer notices that there are 4 user records that were rejected
from the load. The customer would like to understand why those 4 user records were not loaded as the
customer had recently gone through a data clean up activity. How does the consultant show the customer the 4
failing records? Why didn’t they load?
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Appendix 1 Lab Solutions
Appendix 1.1 Business Adapter Studio Lab Solutions
Module 41 Case #1 Solution - Extra slashes in an Organizational Structure
To fix the values in the “Name” field, include an additional SQL query to update the value in the Name field prior
to updating the FNMP database.
Module 42 Case #2 Solution - Error when running Schedule Task for Business Adapter
The executable is not functioning properly. There is a misspelling in the file which is causing the adapter to not
run and the scheduled task to fail. Correct the spelling of the adapter (.xml) file in the executable and it will run
successfully. To test, run the sample TesAdpaters.cmd command file which calls MGSBI.exe to see the errors.
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Module 43 Case #3 Solution - Special Characters appear in Adapter after copying the XML
The encryption flag is checked for the adapter. Uncheck the Encryption flag or remove the encryption text from
the .xml file. Save the adapter and re-copy the adapter.
This will result in the following tag in the XML file to be changed.
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Module 44 Case #4 Solution - User Records Being Rejected
The errors can be identified by querying tables in the FNMP. Execute the queries listed in the illustration below
in order. In the ECMImportLog_Detail lists the reasons why the records errored out. Then look at the data file
to look at the data itself to figure out why it is erroring out.
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Appendix 2 Optional Labs
Appendix 2.1 Optional Lab – Upgrade FNMS

Wait for your instructor to reset your image to an older version of FNMS. You will have to download the latest
installation and migration files to your new image. The instructor will provide instructions on doing this.
Using the Upgrade FNMS guide, conduct the following steps:
Pre-requisites
1) The following items have already been completed on the training system, but are good to verify when
updating a standard system.
2) Make sure that operational service account exists
3) Make sure the SQL Server database collation is case-insensitive
4) Make sure that the .Net Framework is installed
5) Make sure to turn off Internet Explorer Enhanced Security Configuration settings
6) Make sure PowerShell version installed is 3 or above
Disconnect all services and schedule tasks to disconnect the DB

7) Stop all Flexera related Services from the Services Control panel
8) Disable all Flexera related Schedule Tasks in the Task Scheduler Control Panel
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9) Stop the IIS Service
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Migrate the Databases

10) Backup existing FNMP database
11) Make sure the Recovery Model is set to Simple for the database
12) Back up any customized files to a temporary location (This will not be needed on the Training system as
there are no customized files)
13) On the FlexData server, find the DatabaseMigration\Normal folder execute the following commands
14) mgsDatabaseUpdate.exe -i ComplianceMigration.xml -nsu -l CMmig.log -s flexapp.flexeratraining.com -d
FNMP –l CMMig.log
15) Re-Index the database by running ReIndexAll.sql in SQL Server Management Studio (This will not be needed
on the Training system at this time)
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16) mgsDatabaseUpdate.exe -i DataWarehouseMigration.xml -nsu -l DWmig.log -s flexdata.flexeratraining.com

-d FNMPDataWarehouse –l DWMig.log
17) mgsDatabaseUpdate.exe -i InventoryManagerMigration.xml -nsu -l IMmig.log -s flexapp.flexeratraining.com
-d IM –l IMMig.log
Upgrade the Application Server Components

18) On the FlexApp Server, run the “FlexNet Manager Suite Server.Msi” installer to install the FNMS Server. Run
as an administrator.
a) You can right click on the Setup.exe to run as an administrator
19) Select the same options as during the full install

20) You should reboot the flexapp server at this point.
Run the PowerShell Configuration Scripts on the Application Server

21) From the Application Server, run PowerShell and execute the following commands:
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22) Run the following command in PowerShell

a) set-executionpolicy AllSigned (Answer Y)
23) Change Directory to “<installsourcefiles>\FlexNet Manager Suite\Support”
24) Run the following command prompt in PowerShell
a) .\Config.ps1 “Config\FNMS Windows Authentication Config.xml” updateconfig
25) Enter the following details for the snapshot database

a) Host\instance: flexdata.flexeratraining.com
b) Database: FNMPSnapshot
26) Enter the following details for the FNMS application pool
a) UserName: flexeratraining\svc-flexnet
c) Check to use the same credentials…
27) Enter the following details for the Beacon Service and External Services
c) Check to use the same credentials…
d) URL of batch scheduling Server: http://flexapp.flexeratraining.com
e) URL of inventory server: http://flexapp.flexeratraining.com
f) Leave the Host Name as: FLEXAPP.FLEXERATRAINING.COM
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28) Enter the following credentials for the DL application pool

c) Check to Use the same credentials…
Post Installation Steps

29) Make sure all key Flexera Services are running.
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30) Verify the following Schedule Tasks are enabled and running after your reboot. You can select multiple tasks
to enable at the same time by selecting the tasks, then right-clicking them to select enable.
Schedule Tasks to Enable include:
a) Data warehouse export
b) Delete activity log history
c) FlexNet inventory data maintenance
d) FlexNet Manager Suite database support task
e) Import Active Directory
f) Import application usage logs
g) Import discovery information
h) Import installation logs
i) Import inventories
j) Import Inventory Beacon activity status
k) Import Inventory Beacon status
l) Import remote task status information
m) Import system status information
n) Import VDI access data
o) Inventory Import and license reconcile
p) Recognition data import
q) Regenerate Business Import config
r) Send contract notifications
s) Update FlexNet Manager Suite software usage history
31) Load a new license key if necessary using the
(Program Files (x86)\Flexera Software\FlexNet Manager
Platform\DotNet\bin\ManageSoft.Activation.Wizard.exe
32) Load the new ARL/PURL/SKU libraries. From the Task Schedule Control Panel, right click and run the
following FlexNet Manager Platform task: “Recognition data import” (you might have to click run twice)
33) To update the Sample Reporting Package
a) Verify the IBM Cognos service is running.
b) Copy the “FlexNetManagerPlatformReportsAndDashboard.zip” file to the following location
c) C:\Program Files (x86)\Report Designer\c10\deployment (you will need to overwrite the existing
package)
d) From the C:\Program Files (x86)\Flexera Software\FlexNet Manager
Platform\Cognos\BusinessReportingAuthenticationService\bin directory run
“CognosPackageImport.exe”
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e) and click “Install Reports Package”

f) Verify the package loads with no errors.
Configure your Beacon to Upgrade

34) From the FlexApp Server, open the Web UI at http://flexapp.flexeratraining.com/Suite
35) From the Discovery & Inventory > Settings page, make sure the latest version of the beacon is approved for
release.
36) From the Discovery & Inventory > Network > Beacons page, choose to edit the “Demo Beacon” record
37) Make sure to set the “Upgrade mode:” to always use the most current version.
38) Because this beacon does not live connected to the system, you will not see it auto-upgrade 
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Appendix 2.2 Optional Lab - Update Implementation Lab Files
Connect to FTP Server to download files

1) Logon to the FlexData server image as flexeratraining\fnms-admin (if you are not already logged on).
2) Open FileZilla from within FlexData using the icon in the task bar at the bottom of your image. Be sure you
are on FlexData, NOT on FlexBeacon. To ensure that you are on FlexData, maximize the VMware
Workstation window. You should see two Windows task bars – FlexData is the upper one (within the
VMware Workstation window).
3) If you are prompted to upgrade FileZilla, ignore the message.

4) Using the FileZilla interface, on the toolbar under the menu, you will need to click the arrow to expand the
list of connections and choose to connect to the “Class Files” connection. (You will need to click the down
arrow to view the Class Flies link.)
5) The connection should open to the implementation files on the remote system on the right, and the
C:\Temp directory on the left (FlexData system).
6) In the folder directory on the right, make sure you are in the FNM-1300 folder, and then drag the FlexData
folder to the C:\Temp directory on the FlexData server. Note, this process could take up to an hour if there
are a considerable number of files to be updated.
a) Drag the selected folders from the remote system to the local system window.
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7) Because we have pre-loaded most of the files, you will be prompted if you want to overwrite or not. Choose
“Overwrite if source newer”, and ”Always use this action“.
8) While the files are downloading on the first system, repeat this process on the FlexApp server to download
the FlexApp Server folder to the C:\Temp folder on the FlexApp Server.
9) You will also want to repeat this process on the FlexBeacon host system.
a) On the FlexBeacon system, copy the FlexBeacon folder to the C:\Temp folder as well.
10) Once downloads are complete, verify the files transferred to all three machines with no “Failed Transfers.”
Appendix 2.3 Inventory Connection on a Beacon

Steps to check for troubleshooting a new inventory connection via a beacon
1) Create Inventory Connection on Beacon in the UI. Test the connection
2) Schedule the Beacon (Manually Execute from within the Beacon UI)
3) The automated execution is controlled by the schedule created in the Beacon UI, and initiated by the
Beacon Engine Server. So you should make sure the beacon engine service is started correctly and is running
as the service account you created for FNMS communications
4) Verify the connection and resulting ZIP file in the following directory
C:\Program Data\Flexera Software\Beacon\Intermediate Data
5) If the Intermediate never shows up, you can check Compliance Logging on the Beacon under:
C:Program Data\Flexera Software\Compliance\Logging
6) If the Intermediate does show up, you can check Compliance Upload Logging on the Beacon under:
C:Program Data\Flexera Software\ComplianceUpload\Logging
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7) You can also check the status of the schedule task designed to upload third party data
8) Once the data has been uploaded you will find the zip file in on the beacon in the following folder:
C:\Program Data\Flexera Software\Beacon\Intermediate Data\Uploaded
9) You can extract the zip file to verify the data collected from the inventory data source
10) Sometimes, the Beacon Engine can be misconfigured and cause issues upload date. You can check Beacon
Engine Logging on the Beacon under:
C:Program Data\Flexera Software\BeaconEngine\Logging
11) On the Application Server, you will find the intermediate data in the following folder:
C:\Program Data\Flexera Software\Beacon\Intermediate Data
12) The Application Server will then need to perform a Compliance Import to import any inventory data form
beacons. You can perform this manually using the following command line:
C:\Program Files(x86)\Flexera Software\Inventory Beacon\DotNet\bin\ComplianceReader.exe
a) You might want to write the results of the command prompt to a log file using the following syntax
ComplianceReader.exe –sdw > C:\CompRead.log
13) You can also check the Activity Log on the server for the beacon. From the Web UI, go to Discovery &
Inventory > Beacons and edit your beacon. Then click the link to “View activity log”
14) Also, you can view the System Menu > System Health > Activity Log and filter on “Source Type = Compliance
import”
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Appendix 2.4 Troubleshooting Inventory Collection in FlexNet Manager

Platform On-Premises
1) When running the agent or light scanner, if the inventory is collected, and not uploaded there are two places
to look:
a) Is the upload location reachable form the client? View the tracker.log for details.
b) Is the path correct, but the Application Server not responding correctly?
c) For Cloud, troubleshooting must be done by Support.
d) For On-Premises, you will need to view the native IIS logs located on the application server under:
C:\inetpu\logs\LogFiles\W3SVC1
2) If the issue resides on the server, you will need to troubleshoot the ManageSoftRL site. Often time
authentication on the site in IIS will need to be verified.
3) Once uploaded, the resulting inventory will appear in the Computers Table of the IM database. You can
verify this directly in the database by running a script similar to:
USE IM
SELECT *
FROM Computer
WHERE ComputerCN LIKE ‘%flexbeacon%’
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You should see a result similar to
4) The next step in the process, is to then upload inventory from IM into FNMP. This is done with the Inventory
Import/Reconcile process, but can be manually executed using:
C:\Program Files(x86)\Flexera Software\Inventory Beacon\DotNet\bin\ComplianceReader.exe
a) You might want to write the results of the command prompt to a log file using the following syntax
ComplianceReader.exe –sdw > C:\CompRead.log
5) Once the data is imported into FNMP, you should then be able to view the inventory record in the FNMS
WebUI under Discovery & Inventory > Inventory > All Inventory
Appendix 2.5 Web UI Logging for On-Premises

1) When you receive an error in the Web UI, you can view the Web UI log at the following location on the
application server:
C:\ProgramData\Flexera Software\Compliance\Logging\WebUI\webui.log
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Lab 14. Please Conduct Online Student Survey

2) At the end of the class, please visit the following page;
http://www.surveymonkey.com/s/JXRTXB3
and complete the Online Student Survey. The survey should not take more than 5 minutes and is valuable to
us to help with our continuing effort to improve our instructional materials and classes.
Thank you for your participation and attentiveness during class.
Page 144 of 146

CERTIFICATE OF COMPLETION
This document certifies successful completion of the Flexera Software

FNM-1350: FlexNet Manager Platform Administration
course on this date _____________
Participant
David Parry Instructor

Vice President Global Consulting Services
Flexera Product Education

300 Park Blvd. Ste. 500, Itasca, IL 60143, USA www.flexerasoftware.com

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Name: FlexApp Name: FlexData Name: FlexBeacon

b) flexapp.flexeratraining.com – FNMS Application Server (Light Rose)

c) flexdata.flexeratraining.com – FNMS Data Server (Tan)

Lab 8. Preparing for Discovery and Inventory Tasks........................................................... 75

Lab Environment (FlexNet Manager Suite On-Premises):

Lab 1. Start Systems and verify all systems

Module 1 Start up the initial systems

Lab 2. FNMS System Administration

Module 2 Set the Time on your server

1) Log on to the FlexApp system using the following credentials:

3) Click ‘Change time zone…’

Module 3 System Menu

17) Click Save to save the change.

20) Then click Add to add the new currency.

(Optional) Change an Exchange Rate:

24) Change the exchange rate to $1 Australian Dollar to $0.821 US Dollars.

View differing currencies

28) Sort by Total price in descending view.

Module 4 Manage System Settings

38) Review each tab of System Settings:

46) Click Save to save the Inventory Settings once more.

48) Click Save to save the contract settings.

Module 5 Review Users, Operators and Roles

Edit a User Account

62) The five default roles are

Module 6 Create a Restricted Operator Role

69) Do not enter any enterprise group restrictions.

70) Change the following rights under the Administration section:

Lab 3. Managing Organizational Structure and Enterprise Groups

Module 7 Enterprise Groups

6) To add a new location, expand the NAM Structure.

b) Click the Save button .

Lab 4. Install and Configure the Beacon

Module 8 Download the Beacon

Verify Approved Beacon Version:

7) Click Save to save the changed settings.

9) Log on to the Web UI as flexeratraining\fnms-admin from FlexBeacon (Blue):

11) Click ”Deploy a beacon”:

Module 9 Download & Install the Beacon

16) Click “Next” when presented with the Welcome screen.

23) Click Next

Module 10 Register your Beacon

Verify the Install and Configure Windows Services

28) Change the default user.

d) Click OK to save and close the Properties window.

31) Click on one of the schedules.

33) Close the Scheduled Tasks

Module 11 Configure your beacon

Open the FlexNet Beacon UI

42) If prompted for Internet Explorer 11 setup, click “Ask me later.”

45) Click ”Download configuration”.

52) Then click Ok again to close the Parent

54) Click Save.

Edit Beacon Properties

60) Type a description for reference:

Module 12 Verify Business Adapter Configurations

69) Look for the lines stating the download of “business-importer-ddi-templates”.

Module 13 Import from Active Directory

Run Active Directory Synchronization