The Discovery Scan Settings include:

1. SMB Version (outlined in dark blue)
2. SMB Security (outlined in green)
3. Concurrency (outlined in orange)
4. Report Formats (outlined in purple)
5. Data Retention (outlined in brown)

Editing SMB Version:

The available options for SMB projects are:

• SMB 3/2.1
• SMB 2.0 (Legacy)
• SMB 1.0 (CIFS)

By default, the SMB version of 3/2.1 is selected.

To edit the SMB Version, perform the following process steps:

1. Click on the Down-Arrow to display the options in a drop-down menu (outlined in blue).

1. SMB 3/2.1
2. SMB 2.0 (Legacy)
3. SMB 1.0 (CIFS)

2. Click on the desired SMB version.

In this example  SMB 3/2.1 is selected.

The SMB version field (outlined in blue)reflects the chosen version.

SMB Security options (outlined in blue) are:

• NTLM
• Kerberos

 General Notes:

• The Parsec appliance only supports authentication using an active directory. Work-groups are not supported.
• When adding SMB storage, be sure to create/use a service account that belongs to the "Domain Backup Operators" group. Granting this service account the Backup Operators privilege will prevent files or directories from being skipped due to complex, or incomplete permissions.
• Make sure that this service account is added to the DACL of any migration destination with Full Control permissions.

Using Kerberos Authentication:

• By default, the Parsec appliance will use NTLM authentication to communicate with the SMB server. To change the authentication type to use Kerberos instead, manually change the source/destination security in the Project level of a migration job or in the scan settings for Discovery.
• Kerberos requires that DNS names be used instead of IP addresses. When adding storage, make sure the storage hostname/FQDN is used, and the user account is in the User Principal Name (UPN) format and that the UPN suffix/Kerberos realm is in all CAPS. For example:[email protected]
• Confirm that there are valid DNS entries for both the Parsec appliance and the storage. Use the testing tools on the Networking page to verify the storage is reachable using its FQDN/hostname and that the IP it resolves to is correct/expected.

1. Click on the desired Security Choice (NTLM in this example).

Note:
The NTLM option will be in blue (activated) and the Kerberos option becomes grey'd out (inactive).

The Concurrency field (outlined in blue) defines the maximum number of File Shares that this project can scan simultaneously.  The default value is 4 (outlined in green).

Note:
Hovering over Concurrency slide bar label will display the following tooltip.  "The maximum number of File Shares that this project can scan simultaneously. Set to 0 for no limit."

The Discovery Data Retention feature (outlined in blue) define the number of days that the data will be kept before the data will be deleted from the job. The default value is 7.

The Discovery Scan feature identifies and provides a file share count for NFS and SMB systems.  There is a limit to the number of shares that can be scanned at the same time.

The "File Share Limit" defines the number of file shares that can be scanned at the same time.  This value is preset at four (4) and is not changeable.

Note:
If the number of shares selected are more than four (4), the excess shares will be placed in a queue to be added one share at a time as shares complete, until all shares are processed.

Example:
If the number of shares detected is 563, with 6 selected (see example below outlined in blue), the first 4 shares will be processed while the remaining 6 file shares will be placed in a queue to be processed as a share completes.

The reporting in Discovery supports the following formats (outlined in blue):

• HTML
• CSV
• JSON
• XML

Note:
The default reporting formats are:

• HTML
• CSV

Directly below the Discover Scan Settings section of the screen is the "Discovery Connections and Targets" section (title outlined in blue).

By default Select All Mountpoints option is selected (outlined in blue).  This is shown by all check-boxes being active (outlined in green).

To define less than all mountpoints perform the following steps:

1. Click on the Select All Mountpoints check-box twice to de-activate the option.

This will uncheck all mountpoints (outlined in blue).  The checkbox (outlined in green) for Select All Mountpoints is unchecked.

2. Select the desired mountpoints by checking the associated check-box to the mountpoints to be selected.

In this example "/ifs/data/nfs_test100", "//ifs/data/nfs_test101",  "/ifs/data/nfs_test102", "/ifs/data/nfs_test103",  "/ifs/data/nfs_test104" and "/ifs/data/nfs_test105" will be selected.

3. Click on the Save Settings icon.

The system pop-up message of "Saving Discovery Settings… please wait" appears while the settings are saved.

Note:
The File Shares line (outlined in blue) will be updated to reflect that only 6 shares are now selected.

1. Click on the Advanced Options (Wrench) icon.

The display will expand downward to show the Storage Connection Settings (outlined in green) for the associated Storage System (title outlined in blue).  In this example that is "NetApp-NA100 [ID: 104]".

The only field that can be edited is the Label field.  The Protocol and Address fields (outlined in blue) are grey'd out to show they are inactive.

Note:
If the cursor is hovered over either field, the universal symbol for "NOT" is shown.

By default the option for enabling Mountpoint detection scanning is active.

As defined by the tooltip, "When enabled Mountpoint detection scanning will be automatic; disable to prevent detection".

To finalize and update scan settings perform the following:

1. Click on the "X" in the Scan Settings banner.

The changes will be reflected in the Storage System summaries.

The following are examples of the informational icons provided in the Discovery function.

Storage Connection Addresses:

1. Hovering over the "i" (Informational) icon will provide the following information (outlined in blue):
   • System Connection (NetApp NA100)
   • Connection Address (172.22.13.100)

Note:
The values below are for illustrative purposes.  Actual values will be dependent on the Appliance configuration in use.

Notes:

• "Storage Connection details" are in the Discovery File System Targets section (outlined in blue) of Scan Settings.
• The values below are for illustrative purposes.
• Actual values will be dependent on the Appliance configuration in use.

1. Hovering over the "i" (Informational) icon associated with "NetApp-NA100" will provide the following information (outlined in blue):

• Label (NetApp-NA100)
• Status (Discovery Successful / Unsuccessful)
• Protocol (NFS or SMB)
• Connection Address (172.22.13.100)

Note:
The values below are for illustrative purposes.  Actual values will be depend on the Appliance configuration in use.

1. Hovering over the "i" (Informational) icon associated with "/ifs/data/nfs_test100" will provide the following information (outlined in blue):

• Label (not configured)
• Mountpoint (/ifs/data/nfs_test100)
• Connection Address (172.22.13.100)
• Writable (true/false)
• Preserve Access Times (true/false)

This completes the overview of Editing File Storage Scan Settings - Review and Revise.