AppSense Insight 10.0 Install and Configure Guide

AppSense Insight

Install and Configure Guide

Version 10.0

AppSense Insight 10.1 Install and Configure Guide

Table of Contents

Install and Configure 1

Table of Contents 2

About Insight 4

Insight Architecture 4

Install and Start the Appliance 5

Appliance Prerequisites 5

Install the Appliance 7

Start the Appliance and Change the Password 8

Configure the Appliance Network Identity 9

Log on 10

Log on to the Insight Console as Administrator 10

Update 11

Update Insight components 11

Update history 12

License 13

Upload a License 13

Networking 14

Configure Insight Network Settings 14

SSL Certificates 15

Upload 15

Backup 18

Generate 19

API Keys 21

Status/Diagnostics 22

Reboot Server 22

Download Logs 22

Passwords 23

Data Management 24

Configure Data Collection 25

Remove Data from an Insight Server 26

Excluded Processes 28

Insight Agent 29

Installed Files 29

Installed Services 29

Agent Installer 29

Command Line Installer 31

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AppSense Insight 10.1 Install and Configure Guide

Registry Key Settings 32

Group Policy ADMX Files 34

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AppSense Insight 10.1 Install and Configure Guide

About Insight

This guide describes how to install and set up the AppSense Insight appliance and agent. It also

describes how to configure the Insight Console and provides an overview of the data that is collected.

AppSense Insight provides organizations with an understanding of the activities, trends, and needs of

end users and their environments. When installed on endpoints, the Insight agent gathers data relating

to the users, endpoints, platforms, and applications. The data is analyzed and displayed in the Insight

Console through a variety of reports. Data from these reports can then be exported or printed and used

to help organizations identify issues and improve efficiency.

Insight assists organizations by rationalizing:

l User profile types, sizes, and health, including the size of each constituent of the user profile.

l User logon to a granular level, including details of the individual components of the logon down to

individual Group Policy items, Active Setup items, network mappings, scripts, and post-logon actions.

l User privilege utilization, including which applications require administrative privileges, how often

they are used, by whom, and on which endpoints.

l User application interactions including, whether applications are locally installed, published remotely,

virtualized, and when they were last used.

l User desktop delivery mechanisms to understand the utilization of each (VDI, Terminal Services, local

desktop) across an enterprise.

l User data locations and sizes, including where users save common business data, the size of those

locations, and the types of data.

Insight Architecture

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AppSense Insight 10.1 Install and Configure Guide

Install and Start the Appliance

Appliance Prerequisites

The appliance runs on a hypervisor or virtual machine server in the enterprise demilitarized zone (DMZ).

From there the appliance provides secure communications using Secure Socket Layer (SSL) encryption.

Hardware and Hypervisor

AppSense provides separate media for the following hypervisors:

l VMware ESXi versions 5.5 to 6.0

l Hyper-V 2012 R2 and later

Each virtual appliance requires a minimum of 4GB RAM and 4vCPUs.

For environments with over 4,000 users, it is recommended that your appliance has a minimum of 8 cores

and 16GB of ram.

For information about setting the upload frequency, see Settings.

Supported Operating Systems and Technologies

The supported operating systems and technologies are detailed in the Maintained Platform Matrix

available on appsense.com.

DNS Settings

Insight requires internal DNS settings and a public DNS record. The appliance DNS settings must specify

the DNS servers in the Active Directory and the domain names it should search.

To access the Insight service on the Internet, you must set up a public DNS record using the Insight

server name. You can then use this public DNS name to generate the Certificate Signing Request (CSR)

and apply for a publicly trusted SSL certificate.

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AppSense Insight 10.1 Install and Configure Guide

Ports

Configure the following IP ports:

Port Description

TCP

443

The web administration interface is available over SSL on http port 443. Clients can also use this

port but it is recommended that they connect to port 10443 so client traffic is segregated from

the web administration interface.

TCP

10443

For optimum performance clients should connect to port 10443.

TCP

Reserved for future use.

UDP

Domain Name System (DNS) on UDP 53.

Checklist of Required Information

To complete the installation and configuration of the Insight appliance you require the following

information.

Hypervisor Details

Hypervisor VMware ESXi or Hyper-V

Insight Network Details

Insight Appliance Name <appliance name>

Appliance IP address <IP address>

Subnet mask <IP mask>

Gateway <gateway IP>

DNS Details

DNS servers <IP addresses>

DNS search domains <domain names>

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AppSense Insight 10.1 Install and Configure Guide

Install the Appliance

To install the Insight Appliance, the template must be imported into a hypervisor or virtual machine.

Installing the Appliance on ESXi using vSphere Client

When deployed to ESXi, the OVF template defaults networking to "Host Only" and must be manually

assigned the correct network before using the appliance

1. Download and extract the Insight ESXi zip on your local machine.

2. Start the VMware vSphere Client and log in to the host of vCenter Server.

3. From the menu, select File > Deploy OVF Template and follow the wizard.

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Start the Appliance and Change the Password

NOTE: When you are deploying the appliance, connectivity can be lost when the appliance is

migrated to another node, for example, following a reboot. Network configurations are not be

applied because dynamic MAC addresses assigned in Hyper-V are lost when the node is moved. To

solve this issue, configure a static MAC address in Hyper-V. You must do this prior to booting the

appliance for the first time.

For further information, see MicrosoftKB 976724.

1. Start or power on the virtual machine and wait for the appliance to boot.

2. Press F2 to display the password prompt and enter the default password:

AppSense

3. The Main Menu displays. You must change your password before you can configure networking.

4. Select Change Password and press Enter.

The password prompt displays.

5. Type the default password,

AppSense

, and press Enter.

6. Type the new password and press Enter.

7. Type the new password again to verify it and press Enter.

The Main Menu displays with the Configure networking option now available.

CAUTION: The appliance password cannot be recovered or reset, so make sure you remember it, or

store it securely

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Configure the Appliance Network Identity

1. In the appliance console, press F2.

The Password prompt displays.

2. Type the password and press Enter.

The main menu displays.

3. Select Configure Networking and press Enter.

The Configure networking box displays.

4. Enter a host name.

When you set a host name, the appliance uses it to generate a temporary self-signed SSL certificate.

5. Enter an IP address, subnet mask, and a default gateway.

The default gateway is the IP address of the internal gateway to services that include, for example, the

DNS server, the Active Directory service, the email server, and the file store.

6. Press F10 to save the network settings.

To apply the network settings, you need to reboot the appliance.

7. From the main menu, select Reboot and press Enter.

The server reboots, then displays the host name and IP address.

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AppSense Insight 10.1 Install and Configure Guide

Log on

The Insight console is used to complete the setup and administer AppSense Insight, as well as viewing

the data collected via the agent.

Log on to the Insight Console as Administrator

1. Open a web browser and enter https://<server> in the address, where <server> represents the fully

qualified domain name (FQDN) of the Insight appliance, for example, Insight.appsense.com

NOTE: When you configure the appliance network settings, it generates a temporary, self-signed,

SSL certificate that uses the unqualified server name specified. Your web browser indicates that

there is a problem with the website's security certificate because it is self-signed and not issued

by a trusted certification authority (CA). You can trust this temporary certificate initially and

continue to the website. Replace this certificate with a trusted certificate containing the server's

fully qualified name, see SSL Certificates.

The browser connects to the Insight Admin Console for you to log in.

2. Log on to the console:

Username:

admin

The username is case sensitive.

Password: The password you configured when you started the appliance.

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AppSense Insight 10.1 Install and Configure Guide

Update

View the current version of the Insight software you have installed and update the Insight Appliance by

uploading a patch, supplied by AppSense.

TIP: Insight patches are available from appsense.com.

Update Insight components

1. Select Settings > Update.

The screen shows the current version of each of the installed components.

2. Click BROWSE and navigate to the required Insight BIN file.

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3. Click UPLOAD.

A summary screen displays the current component versions and those of the uploaded update.

4. Click APPLY UPDATE NOW.

The appliance automatically reboots and the login screen is displayed once the update is complete.

Update history

Select Settings > Update to view a history of the updates that have been applied to your Insight

Appliance. The history shows when each update was applied and which component was included.

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AppSense Insight 10.1 Install and Configure Guide

License

To view details of the installed license, select Settings > License.

Upload a License

To obtain an Insight license, contact customerservices@appsense.com.

1. Select Settings > License.

2. Click BROWSE and navigate to your license file.

3. Click UPLOAD.

Details of the uploaded license are displayed.

4. Click APPLY LICENSE.

If valid, the proxy server restarts and the license is applied. License Details are updated to show the newly

applied license.

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AppSense Insight 10.1 Install and Configure Guide

Networking

In Network settings, you specify DNS the servers used to resolve Network Time Protocol (NTP) server

addresses. You can also reconfigure the default external NTP servers with your own internal servers to

ensure clocks are synchronized across your network.

Configure Insight Network Settings

1. Select Settings > Networking from the navigation pane.

2. Update the following settings as required:

Fully Qualified Domain Name (FQDN) of your insight server.

DNS Server IP address - Add the IP address of all DNS servers in your Active Directory.

DNS Search Domains - Add all domains required to resolve DNS lookups.

NTP Servers - Add the server addresses or FQDNs of the NTP servers you want to use. Insight

is configured with the addresses of three default NTP servers. If you use your own NTP servers,

replace the default addresses with the addresses of your own. You can use a maximum of

three NTP servers and a minimum of one.

To update the settings, enter a new value and click the + button.

To remove a server or search domain, click the appropriate x button.

3. Click APPLY SETTINGS to update any changes to the FQDN.

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SSL Certificates

Use the SSL Certificates area to upload and backup certificates and to generate certificate change

requests.

Upload

Certificates for both Private and Public CAs can be applied to the Insight appliance. Most major public CA

root certificates are included in the Insight appliance and in client operating systems for the computers

and devices that support the Insight client.

You must have the root certificate from your Private CA. If your CA is a subordinate CA you will require its

certificate (intermediate/chain), any other subordinate CA certificates and the root certificate.

Insight uses 2048-bit RSA certificates in Base64 PEM format which must be installed in the following in

order:

1. Root Certificate

2. Chain Certificate (Intermediate)

NOTE: If your intermediate certificate is a bundle, each certificate in the chain must be added in

reverse hierarchical order.

3. Standard Certificate (Web)

The entire certificate chain is required for a successful upload.

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AppSense Insight 10.1 Install and Configure Guide

Apply a PKCS#12 Certificate to Insight

1. Select Settings > SSL Certificate > Upload.

2. Select PKCS#12 Certificate (.pfx or .p12).

3. Click BROWSE and select your certificate.

4. If the certificate uses password encryption, enter the appropriate password.

5. Click UPLOAD.

If successful, a message confirms that the certificate has uploaded. The web proxy service restarts and the

uploaded certificate is applied.

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Apply a Chain Certificate to Insight

1. Select Settings > SSL Certificate > Upload.

2. Select Certificate Chain.

3. Select Root from the Certificate Type drop-down.

4. Click BROWSE and select the root certificate for the chain.

5. Click UPLOAD.

If successful, a message confirms that the certificate has uploaded. The web proxy service restarts and

the uploaded certificate is applied.

6. Repeat this process for your Intermediate and Server certificates.

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AppSense Insight 10.1 Install and Configure Guide

Backup

Download the current PKCS #12 / PFX certificate containing your encrypted SSL certificate and your

private keys from your Insight appliance. You can use this when configuring new installations of the

appliance without having to repeat the process of configuring an SSL certificate.

This option is not available if you are using the original self-signed Insight certificate.

1. Select Settings > SSL Certificate > Backup.

2. If required, enter an encryption password.

Encryption passwords are optional and add an extra level of security. If you set a password during

download, it must be entered to successfully upload your certificate.

CAUTION: Passwords are non-recoverable, so it is important that you remember the password or

store it in a safe location.

3. Click DOWNLOAD and save the certificate.

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AppSense Insight 10.1 Install and Configure Guide

Generate

The Insight Console generates CSRs for public and private certificate authorities. The certificates can then

be uploaded and applied to the console.

1. Select Settings > SSL Certificate > Generate.

2. Select the Generate CSR Certificate type.

Click GET CSR to display the current signing request.

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3. Complete the fields for your certificate.

Field Description

Host Name The host name of your server.

Organization Name The name of the organization requesting the certificate.

Contact Email The point of contact for the certificate request.

City The full name of the city where the organization is located. Do not use

codes or abbreviations.

State/Province The full name of the state or province where the organization is located. Do

not use abbreviations or codes.

Country The country where the organization is located.

Point of Contact

Email Address

An email address within your organization.

4. Click GENERATE.

A text box displays the certificate request data.

5. Copy the entire text including the lines containing BEGIN CERTIFICATE REQUEST and END

CERTIFICATE REQUEST and save it as a TXT file.

6. Click OK to close.

The certificate request can be submitted to a public certification authority or you can request a certificate

using a private certification authority.

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AppSense Insight 10.1 Install and Configure Guide

API Keys

Provides the API key required by Insight agents to enable connection to your Insight appliance.

If you disable the API key, endpoints using that key cannot connect to your Insight server. If you

regenerate your key, endpoints cannot connect with your server until they have been updated with the

new API key.

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AppSense Insight 10.1 Install and Configure Guide

Status/Diagnostics

Reboot Server

Reboot your server directly from the Insight console. Insight and its services are unavailable for the few

minutes it takes to reboot.

Select Settings > Status/Diagnostics and click REBOOT SERVER.

Download Logs

Download appliance logs, which are used by AppSense Support, to check your installation and

performance and to troubleshoot your appliance. You may be asked for these reports when contacting

AppSense about Insight. You can download a previously generated log or generate a new log.

Select Settings > Status/Diagnostics.

Details of the last generated log are displayed. Download that log or click GENERATE NEW LOG to create

a new one.

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Passwords

Disable and enable accounts as required and change or set account passwords. There are three accounts

with different access levels to cater for various user requirements:

Username Dashboard Access Reports Access Settings Access

reports

dashboard

settings

NOTE: The administrator account cannot be managed through the console. The password is set

when you start the appliance. See Installing and Starting the Appliance.

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Data Management

Configure the settings for the collection of data from endpoints and the removal of data from the server.

To access these settings, select Settings > Data Management. The available data types are listed and

include options for collecting and purging data. Where data has been collected, the number of events

raised for each data type displays.

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Configure Data Collection

Select the Collection check boxes for the data type you want to analyze. Data for the selected areas is

collected from endpoints which have the Insight Agent installed and included set up to communicate

with your server. The data is then analyzed and used in the appropriate Insight report.

CAUTION: Changing which data types are collected for can impact Insight reports functionality.

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To further configure Data Collection, enter an Insight version number in the

Minimum Agent Version

section of the Data Management option. The server will only collect data from agents which match the

version specified or are newer.

Remove Data from an Insight Server

Permanently remove unwanted data from your Insight server. You can purge all collected data or only

that which relates to particular data types. Following a purge, data is permanently removed from the

server and data collection starts again for purged data types. You have the following options when

removing data:

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l Remove data for individual data types - Click PURGE for the required data type.

l Remove data for all data types - Click PURGE ALL.

l Remove data for all data types based on the age of the data - In the Purge by Age settings, enter the

required number of days and click PURGE NOW. All data for the applications selected for collection,

which is older than the entered period of time, is deleted.

To set up a recurring task based on these settings, select Automatically run this task daily, otherwise

data is kept indefinitely.

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AppSense Insight 10.1 Install and Configure Guide

Excluded Processes

Data for processes in the Excluded Properties table is still collected by the Insight agent but is not

included in any report. The list is populated with default processes supplied by AppSense but can be

modified to create a bespoke list.

To add a process, enter the process name and click ADD.

To remove processes, select all those which are no longer required and click REMOVE SELECTED.

Once the required updates have been made, click SAVE.

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AppSense Insight 10.1 Install and Configure Guide

Insight Agent

When installed on endpoints, the Insight Agent analyses activity to provide data about users, profiles,

and the endpoints.

Installed Files

The Insight Agent installs the following files to %Program Files%\AppSense\Insight on endpoints:

File Description

InsightService.exe Standalone executable that hosts a Windows service. This service captures

the static and dynamic information and sends it to the service.

InsightUpload.dll A COM component that is instantiated from the service and is responsible for

connecting to the server and sending the data.

InsightSenswrapper.dll A wrapper library for Windows SENS. This library is consumed by the service to

allow it to receive system event notifications.

InsightLogging.dll A DLL responsible for debug logging to a log file and raising audit events to

the Windows application event log.

Installed Services

The installation creates the AppSense Insight Service from the InsightService.exe executable file. This

service should be set to Automatic start and run under the LocalSystem account.

Agent Installer

The Insight Agent installer comes in 32 and 64-bit formats and can be downloaded from

https://support.appsense.com/.

1. Double-click the MSI compatible with the endpoint you are installing it on; either 32 or 64-bit.

2. Click Next.

The License Agreement displays.

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3. If you accept the terms of the license agreement, select the checkbox and click Next. The install

location displays.

4. Browse to where you want to install the agent or use the default installation path: C:\Program

Files\AppSense\Insight

The Insight Agent Settings dialog displays.

5. Enter your Insight hostname.

6. Enter in the API key for your server. You can copy the key from the Settings area in the Insight

console.

For further details see API Keys.

7. Click Install to start the installation.

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8. Click Finish to complete the installation.

Command Line Installer

The installer supports command line options used to configure the server and API key when deploying

the agent to endpoints.

The command line options populate the HKLM\Software\Policies\AppSense\Insight key with the relevant

values. The command line options are:

l INSIGHT_SERVER

l INSIGHT_KEY

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AppSense Insight 10.1 Install and Configure Guide

Registry Key Settings

The AppSense Insight software reads its settings from the HKLM\Software\Policies\AppSense\Insight

registry key. The following table lists the configuration values:

Value Type Description

Logging DWORD If set to 1, all logging is enabled. The log file InsightDebug.log is located

in “%PROGRAMDATA%\AppSense\Insight”. The last log file is kept with

extension .old

Server REG_SZ The name of the server to which the Insight data should be uploaded.

The name should have the following format:

nextgen.appsensemobile.com

ApiKey REG_SZ The API generated on the Insight console that allows the service to

connect to the REST API.

WriteToFile DWORD If set to non-zero, collected data will write to the “InsightLocal.log” file in

the “%PROGRAMDATA%\AppSense\Insight” folder instead of sending it

to the server.

UploadFrequency DWORD The length of time, in milliseconds, between data uploads from clients to

the server. If this value is not present the default period is 120000 ms

(two minutes). The setting should not exceed 20 minutes.

MaxEvents DWORD The number of events that can be uploaded per poll. Any events beyond

the set number are added to the next poll. The default value is 1000.

CertificateFlags

CAUTION:

For use in

test labs only.

DWORD Suppress errors with the SSL Certificate for the target AppSense Insight

Server. This is useful for Test Labs where distribution of the SSL certificate

is problematic, or for diagnosing issues with the SSL Certificate.

Apply the values as required:

l 256 - Allow Untrusted Root Certificate Authority

l 512 - Allow Invalid Invalid Certificate Usage

l 4096 - Allow Invalid Common Name in Certificate

l 8192 - Allow Invalid Certificate Date

l 768 - Allow Untrusted Root CA & Invalid Certificate Usage

l 4352 - Allow Untrusted Root CA & Invalid Common Name

l 8448 - Allow Untrusted Root CA & Invalid Certificate Date

l 4608 - Allow Invalid Certificate Usage & Invalid Common Name

l 8704 - Allow Invalid Certificate Usage & Invalid Certificate Date

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Value Type Description

l 4864 - Allow Untrusted Root CA, Invalid Certificate Usage & Invalid

Common Name

l 8960 - Allow Untrusted Root CA, Invalid Certificate Usage & Invalid

Certificate Date

l 12544 - Allow Untrusted Root CA, Invalid Common Name & Invalid

Certificate Date

l 12800 - Allow Invalid Certificate Usage, Invalid Common Name and

Invalid Certificate Date

l 13056 - Ignore all Certificate Errors

The default UploadFrequency and MaxEvents are recommended for environments with up to 4,000 users.

For environments of between 4,000 and15,000 users, increase these settings to the values shown in the

table below. For larger environments, where the UploadFrequency is increased to 20 minutes, it is

recommended that your appliance has a minimum of 8 cores and 16GB of ram.

Users UploadFrequency MaxEvents

0 to 4,000 2 1,000

4,001 to 15,000 20 2,000

NOTE: These recommended settings may require adjustment to get the optimum results for your

particular environment.

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Group Policy ADMX Files

Download the ADMX template:

1. Navigate to AppSense Support.

2. Click Get Our Software > Insight.

3. Download the ADMX template ZIP file: AppSense_Insight_Agent_Configuration_including_Custom_

Settings_ADMX_Template.zip

The ZIP file contains:

l AppSense_Insight_Including_Custom_Settings.admx

l AppSense_Insight_Including_Custom_Settings.adml

The Insight Group Policy ADMX file can be used with both Local and the Domain-based Group Policy. Save

the ADMX file and merge the language folder in %systemroot%\PolicyDefinitions to make the policies

editable through Administrative Templates in either the Group Policy Object Editor or the Group Policy

Management Console.

For further details about editing local and domain-based GPOs with ADMX files, see

https://msdn.microsoft.com/en-us/library/bb530196.aspx

When you use the ADMX template to configure settings via a GPO, the registry values are written into the

Policies section in HKLM.

Registry settings are evaluated in the following order, with highest priority applied:

l HKLM Policy (HKLM\Software\Policies\AppSense\Insight)

l HKLM (HKLM\Software\AppSense\Insight)

Settings

Setting Description

AppSense

Insight

Server

FQDN

Determines which AppSense Insight Server the AppSense Insight Agent uploads data. The

name must be the Fully Qualified Domain Name (FQDN) for the target server. For example,

NAME.COMPANY.COM. Insight automatically prepends the server with HTTPS:// so the

protocol is not required. If a protocol is added, communication with the server will fail. The

default port (443) can be overridden by appending the FQDN, for example,

NAME.COMPANY.COM:10443.

AppSense

Insight

Server API

Key

Configures the API key that is passed to the server when uploading AppSense Insight data

from the agent. Get the key from the server by navigating to Settings > API Keys in the

Insight Web Console.

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Custom Settings

Setting Description

AppSense

Insight

Agent

Upload

Frequency

Determines how often Insight Data is sent to the AppSense Insight Server and how often

checks are made for configuration changes to the event collection criteria specified in the

Settings > Data Management area of the AppSense Insight Web Console. If you enable

this policy setting, you can select the number of milliseconds that should elapse between

subsequent uploads of AppSense Insight data to the server. If you do not configure this

policy setting, AppSense Insight data is sent to the server once every 2 minutes.

AppSense

Insight

Server SSL

Certificate

Flags

Suppress errors with the SSL Certificate for the target AppSense Insight Server. This is

useful for Test Labs where distribution of the SSL certificate is problematic, or for

diagnosing issues with the SSL Certificate.

CAUTION: For use in test labs only.

AppSense

Insight

Agent

Local

Mode

Enables Local Mode for the AppSense Insight Agent. If enabled, all AppSense Insight

Agent data collected is written to the Analytics.log file in the

%PROGRAMDATA%\AppSense\Insight folder instead of sending it to the AppSense

Insight Server.

AppSense

Insight

Agent

Logging

Enables debug logging for the AppSense Insight Agent. If enabled, the log file

InsightDebug.log is created in the %PROGRAMDATA%\AppSense\Insight folder.

AppSense

Insight

Agent

Event Log

Filter

Determines which AppSense Insight event log events are raised by the AppSense Insight

Agent. Use a comma-separated list of the Events you wish AppSense Insight to raise in the

Event Log. Available Event IDs are:

l 9800 - Server Connection Status

l 9801 - Server Connection Failure including HTTP error code

l 9802 - Events uploaded including the count of uploaded events

Event ID 9800 & 9801 are raised by default prior to configuring this setting. Events are

raised with Event Source of

AppSense Insight

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