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Configuring
After you install BigFix Inventory, configure the application. Create accounts for the users who need access to the application and set up scans to collect software and hardware inventory data from your environment.
Creating users and groups
Each user who has access to BigFix Inventory must be assigned a role and a computer group. The role defines which reports and panels the user can view. The computer group narrows down the scope of these reports and panels to computers that meet certain criteria.
Setting up roles
A role is a collection of permissions that correlates to a list of privileges. Each user is assigned a role according to the privileges the user needs to efficiently operate the application. BigFix Inventory comes with a set of predefined roles. However, you can also create custom roles according to your needs.

Configuring
After you install BigFix Inventory, configure the application. Create accounts for the users who need access to the application and set up scans to collect software and hardware inventory data from your environment.
- Creating users and groups
  Each user who has access to BigFix Inventory must be assigned a role and a computer group. The role defines which reports and panels the user can view. The computer group narrows down the scope of these reports and panels to computers that meet certain criteria.
  - Setting up roles
    A role is a collection of permissions that correlates to a list of privileges. Each user is assigned a role according to the privileges the user needs to efficiently operate the application. BigFix Inventory comes with a set of predefined roles. However, you can also create custom roles according to your needs.
    - Roles
      You can create a set of roles in BigFix Inventory and assign each of them with different permissions. Then, you can assign those roles to particular users, thus making them responsible for different actions. By setting up correct roles, you can easily establish which user has access to particular functions in BigFix Inventory. The roles can be assigned by the Administrator.
  - Setting up users
    Create users to give access to BigFix Inventory. Assign each user with a role to determine permissions that the user has, and with a computer group to determine the computers to which the user has access.
  - Setting up computer groups
    Computer groups can be used to narrow down the scope of reports to computers that meet certain criteria or to share software discovered on one computer among all computers in the group, for example when a shared disk is mounted on multiple computers.
- Setting up scans to discover software and hardware inventory
  The scanner is an independent, well-defined component that is used by BigFix Inventory. It is installed and managed through the BigFix client, and it enables the software and capacity scans. Software and capacity scans collect data that is later on displayed on the BigFix Inventory reports. For environments with up to a few thousand computers, you can enable the default scan configuration. In this case, the analyses are activated and software and capacity scans as well as uploads of their results are scheduled automatically on the computers that are subscribed to the BigFix Inventory site. For larger environments, it is advisable to divide the computers into groups and manually configure a separate scan schedule for each group to avoid performance issues.
- Performing optional configuration
  You can perform optional configuration tasks to further customize the application.
- Classifying the BigFix client used by multiple BigFix products

Setting up roles

A role is a collection of permissions that correlates to a list of privileges. Each user is assigned a role according to the privileges the user needs to efficiently operate the application. BigFix Inventory comes with a set of predefined roles. However, you can also create custom roles according to your needs.

Before you begin

You must be an Administrator to perform this task.

About this task

The Administrator role is set by default and cannot be modified.

Procedure

In the top navigation bar, click Management > Roles.
To add a role, click New.
Specify the name and permissions that you want the new role to have, and click Create.

Results

You created a custom user role. You can now create users and assign them suitable roles.