--- title: "Block 64 Discovery Application: Installation & User Guide" description: Block 64 Discovery Application Installation & User Guide --- [Skip to content](https://support.block64.com/block-64-discovery-application-user-guide#main-content) [Customer Portal](https://customerportal.block64.com/tickets-view?hsLang=en) [![Logo - dark](https://support.block64.com/hs-fs/hubfs/Logo%20-%20dark.png?width=350&height=86&name=Logo%20-%20dark.png)](https://support.block64.com/?hsLang=en) - [Home](https://support.block64.com/) - [Insights Portal](https://insights.block64.com/login) - Platform Show submenu for Platform - [Block 64](https://www.block64.com/) - [Why Block 64?](https://www.block64.com/#:~:text=What%20makes%2CBlock%2064%20different) - Solutions Show submenu for Solutions - [Unified Visibility](https://www.block64.com/solutions/unified-visibility) - [Cost Optimization](https://www.block64.com/solutions/cost-optimization) - [Proactive Security](https://www.block64.com/solutions/proactive-security) - [Compliance](https://www.block64.com/solutions/continuous-compliance) - Learn Show submenu for Learn - [Quick Start Guides](https://support.block64.com/getting-started) - [Integrations](https://support.block64.com/documentation#integrations) - [Blog](https://www.block64.com/blog) - Support Show submenu for Support - [Trust Center](https://trust.block64.com/) - [Service Health](https://status.block64.com/) - [Partners](https://www.block64.com/partners) - [Contact Us](https://www.block64.com/contact) - [Pricing](https://www.block64.com/pricing) - [Get Started Free](https://www.block64.com/free-trial) Open main navigation Close main navigation - [Home](https://support.block64.com/) - [Insights Portal](https://insights.block64.com/login) - Platform Show submenu for Platform - [Block 64](https://www.block64.com/) - [Why Block 64?](https://www.block64.com/#:~:text=What%20makes%2CBlock%2064%20different) - Solutions Show submenu for Solutions - [Unified Visibility](https://www.block64.com/solutions/unified-visibility) - [Cost Optimization](https://www.block64.com/solutions/cost-optimization) - [Proactive Security](https://www.block64.com/solutions/proactive-security) - [Compliance](https://www.block64.com/solutions/continuous-compliance) - Learn Show submenu for Learn - [Quick Start Guides](https://support.block64.com/getting-started) - [Integrations](https://support.block64.com/documentation#integrations) - [Blog](https://www.block64.com/blog) - Support Show submenu for Support - [Trust Center](https://trust.block64.com/) - [Service Health](https://status.block64.com/) - [Partners](https://www.block64.com/partners) - [Contact Us](https://www.block64.com/contact) - [Pricing](https://www.block64.com/pricing) - [Get Started Free](https://www.block64.com/free-trial) - - [Customer Portal](https://customerportal.block64.com/tickets-view) - [Submit a Support Request](https://support.block64.com/kb-tickets/new) [Submit a Support Request](https://support.block64.com/kb-tickets/new?hsLang=en) How can we assist you today? - There are no suggestions because the search field is empty. 1. [Block 64 Support Center](https://support.block64.com/?hsLang=en) 2. [Getting Started](https://support.block64.com/getting-started?hsLang=en) 3. [Discovery Application Installation](https://support.block64.com/getting-started?hsLang=en#discovery-application-installation) # Block 64 Discovery Application: Installation & User Guide Once you've signed up and confirmed that the **Block 64 Discovery Application** suits your needs, you're ready to **install** and **configure** it. Below, you'll find a detailed installation video with installation & configuration steps, followed by a step-by-step user guide to help you complete the setup.    Before you begin installation, please review the [technical prerequisites and pre-work](https://support.block64.com/block-64-discovery-application-technical-pre-work?hsLang=en) to verify that your environment meets all requirements for a seamless and successful deployment. #### Table of Contents 1. [Application Activation](https://support.block64.com/block-64-discovery-application-user-guide#AppActivation) 2. [Choose Inventory Method](https://support.block64.com/block-64-discovery-application-user-guide#ChooseInvMethod) - [Simple Install Method (Recommended)](https://support.block64.com/block-64-discovery-application-user-guide#SimpleInstall) - [Custom Install Method](https://support.block64.com/block-64-discovery-application-user-guide#CustomInstall) 3. [Dashboard Overview](https://support.block64.com/block-64-discovery-application-user-guide#DashboardOverview) - [Discovery Progress](https://support.block64.com/block-64-discovery-application-user-guide#DashboardOverview) - [Inventory Progress](https://support.block64.com/block-64-discovery-application-user-guide#InventoryProgress) - [Utilization Tab](https://support.block64.com/block-64-discovery-application-user-guide#UtilizationTab) - [On-Demand Inventory](https://support.block64.com/block-64-discovery-application-user-guide#OnDemandInv) 4. [Settings](https://support.block64.com/block-64-discovery-application-user-guide#Settings) - [Performance](https://support.block64.com/block-64-discovery-application-user-guide#Performance) - [Network Settings](https://support.block64.com/block-64-discovery-application-user-guide#NetworkSettings) - [Active Directory Settings](https://support.block64.com/block-64-discovery-application-user-guide#ADSettings) - [Inventory Scope Settings](https://support.block64.com/block-64-discovery-application-user-guide#InventoryScope) - [Linux Section](https://support.block64.com/block-64-discovery-application-user-guide#LinuxSection) - [VMware Settings](https://support.block64.com/block-64-discovery-application-user-guide#VMwareSettings) - [Resource Consumption](https://support.block64.com/block-64-discovery-application-user-guide#ResourceConsumption) - [Dynamics Great Plains (DGP)](https://support.block64.com/block-64-discovery-application-user-guide#DGP) - [Credentials Management](https://support.block64.com/block-64-discovery-application-user-guide#Credentials) - [Supported Credential Types](https://support.block64.com/block-64-discovery-application-user-guide#SuppCredentials) - [Advanced Settings](https://support.block64.com/block-64-discovery-application-user-guide#AdvancedSettings)   ### 1. Application Activation - **Enter Your Email:** Start by inputting the email address you used during the sign-up process. - **Send Verification Code:** Click the "Send Verification Code" button. The system will verify your email; if unsuccessful, you'll be notified. - **Proceed:** If verification is successful, click "Continue" to move forward. #### ![](https://support.block64.com/hubfs/Knowledge%20Base%20Import/10933479358487.jpg)     Enter Verification Code - **Retrieve Code:** Check your registered email for a verification code. - **Input Code:** Manually enter the code into the textbox or use the "Paste from clipboard" option. - **Modify Email:** If needed, return to the previous page to input a different email. - **Continue:** After validating the code, click "Continue" to proceed to the inventory method selection. ![](https://support.block64.com/hubfs/Knowledge%20Base%20Import/10933479900823.jpg)     ### 2. Choose Inventory Method - **Simple Install:** Recommended for most users, this method utilizes Active Directory, Inventory Scope, and M365 credentials for a straightforward setup. - **Custom Install:** For advanced configurations, this option includes methods like Virtual Infrastructure, Linux, and Dynamics Great Plains. ![](https://support.block64.com/hubfs/Knowledge%20Base%20Import/10933480358167.jpg)     ### Simple Install Method (Recommended) - **Review Credentials:** Ensure your subnets, domain controllers, Windows domains, Windows credentials, and Global Administrator email are correct. - **Quick Setup:** The system may auto-fill details such as Active Directory, subnets, domains, administrator email, and Windows username. - **Add Subnets:** You can include additional subnets at this stage. - **Validate Credentials:** Confirm your Global Domain credentials by entering the corresponding Windows password. - **Begin Inventory:** Once validated, click the "GO" button to start the inventory process. ![](https://support.block64.com/hubfs/Knowledge%20Base%20Import/10933480877207.jpg)   - **Start Inventory:** After registering all required information, you're ready to begin the inventory. > You will be taken to the [Main dashboard](https://support.block64.com/block-64-discovery-application-user-guide#DashboardOverview), where you can oversee the inventory progress. ### Custom Install Method - **Add or Search Directories:** Select **"Add Active Directory"** to include a new directory, or search for existing ones. - **Manage Domains:** You can add or remove domains using either the **FQDN (Fully Qualified Domain Name)** or **IP address** format. - **Provide Credentials:** Enter administrator credentials for authentication. - **Validate and Connect:** Once validated, the application will connect to your directory and identify the associated subnets. ![](https://support.block64.com/hubfs/Knowledge%20Base%20Import/10933481935255.jpg)   - **Inventory Scope:** - **Add New Subnets:** Click **"Add Subnet"** and input the **IP address** or use **CIDR** notation. - **Exclude Subnets:** If necessary, exclude specific IP ranges using the **"Add Exclusion"** button. - **Edit or Delete:** Subnets and exclusions can be updated or removed at any time.  ![](https://support.block64.com/hubfs/Knowledge%20Base%20Import/10933482386455.jpg)   - **Virtual Infrastructure:**  - **Add Management Servers:** Click **"Add Management Server"** and provide the server’s **IP address** or hostname. - **Manage Servers:** Servers can be easily **searched**, **edited**, or **deleted**.  ![](https://support.block64.com/hubfs/Knowledge%20Base%20Import/10933483147415.jpg)   - **Dynamics Great Plains (DGP) Servers:**  - Click **"Add Server"** within the **Dynamics Great Plains** section. - **Provide Server Details:** Enter the following information: - **IP Address** - **Instance Name** - **Network Port** - **Database Name** - **Validate Credentials:** Ensure DGP credentials are accurate. Once validated, servers will be included in the inventory. - **Manage Servers:** Servers can be **searched**, **edited**, or **deleted** as needed.  ![](https://support.block64.com/hubfs/Knowledge%20Base%20Import/10933483651991.jpg)   - **Centralized Credentials:** Link current credentials with respective services. Credentials are labeled based on username, type, and validation status. ![](https://support.block64.com/hubfs/Knowledge%20Base%20Import/10933484081175.jpg) - **Add New Credentials:** Click **"Add Credential"** and select the type of credential (**Windows**, **Linux**, **M365**, **Virtual Infrastructure**, or **DGP**). - **Enter Details:** Provide the necessary **username** and **password**. For Linux, you can choose to authenticate using a **private key** instead. - **Review Status:** Credentials are labeled with their **validation status** for easy monitoring. Invalid credentials will display an error icon with further information.  ![](https://support.block64.com/hubfs/Knowledge%20Base%20Import/10933520250519.jpg)     - **Start Inventory:** After registering all required information, you're ready to begin the inventory. ### 3. Dashboard Overview - **Discovery Progress:** - On the left, it shows the devices inventoried at the subnet level. - In the middle, it displays the devices found in the local AD that have been inventoried. - The percentage reflects the devices found in both the local AD and Entra ID. - You can pause the process using the power button, but keep the tool running for full inventory discovery. - By default, the tool performs 20 scans before showing 100% completion (adjustable in settings).  ![](https://support.block64.com/hubfs/Knowledge%20Base%20Import/10933521814551.jpg)   **Inventory Progress:** Click on this section to view a table of currently discovered devices.​ - **Inventory Tab:**Shows device name, IP address, manufacturer, model, OS, and network status. - Errors encountered during the scan will appear under the status column once the process finishes.  ![](https://support.block64.com/hubfs/Knowledge%20Base%20Import/10933537529111.jpg) - **Utilization Tab:** Provides detailed device information. If an inventory attempt fails, you can select devices to add to a queue for re-inventory.  ![](https://support.block64.com/hubfs/Knowledge%20Base%20Import/10933538183575.jpg)   - **On-Demand Inventory:** This feature allows you to perform a targeted inventory of specific devices whenever needed. This is useful for quick checks or troubleshooting without running a full network scan. - **Access On-Demand Inventory:** Click the **"Scan"** icon located at the top right corner of the dashboard. - **Choose Devices to Scan:** Enter the device’s **IP address** or **hostname**. - **Select Credentials:** - If you’ve previously saved credentials, leave the text fields blank to use them. - To input new credentials, provide the appropriate **Windows or Linux login details**. - **Additional Options:** - Enable or disable the **Check Ports** and **Ping** options using the checkboxes. These help verify device availability and connectivity before starting the inventory. - **Start Scan:** Click the **"Start Inventory"** button to initiate the scan. - **View Results:** Once the scan is complete, the results will be displayed on the right side of the screen, showing detailed device information.  ![](https://support.block64.com/hubfs/Knowledge%20Base%20Import/10933539238167.jpg)     ### 4. Settings - **Performance:** Set the number of concurrent inventories running from the dropdown menu, ranging from 1 to 30.  ![](https://support.block64.com/hubfs/Knowledge%20Base%20Import/10933540107031.jpg)   - **Network Settings** - **Manage Subnets:** Click the **"Add Subnet"** button to add new subnets using an **IP address** or **CIDR** format. - **Edit or Remove Subnets:** Existing subnets can be modified or removed as needed. - **Set Exclusions:** You can add exclusion rules using specific **IP addresses** to prevent those from being included in the inventory. - **Network Overview:** All added subnets and their exclusions will be listed for easy management and visibility.  ![](https://support.block64.com/hubfs/Knowledge%20Base%20Import/10933643336471.jpg)   - **Active Directory Settings** - **Add Active Directories:** Click the **"Add Active Directory"** button to include a new directory. - **Add or Remove Domains:** Enter domains using **FQDN** (Fully Qualified Domain Name) or **IP address** format. Provide local administrator credentials for authentication. - **Credential Validation:** The application will automatically validate the credentials. Upon success, it will search for associated subnets and inventory the relevant devices. - **Review and Manage Directories:** You can search, view, and manage current directories from this section.  ![](https://support.block64.com/hubfs/Knowledge%20Base%20Import/10933644045719.jpg)   - **Inventory Scope Settings** Enable or disable protocols and set timeout settings. - - **Windows Section:** In this section, configure how the application collects inventory data from Windows devices: - **Timeout Duration:** Set the connection timeout between **15 to 150 seconds**. A longer timeout is ideal for larger or slower networks. - **Inventory Protocols:** Enable or disable the following for optimal data collection: - **SMB/CIFS:** For accessing shared files. - **RPC:** For remote management. - **WMI:** For detailed system info. - **WinRM:** For secure remote management. > **Tip:** Keep as many protocols enabled as possible for accurate results. - **WinRM Setup:** If required, enable WinRM using a **Group Policy Object (GPO)** on your domain controller. Follow the provided guide for setup instructions. These settings help ensure a successful and efficient inventory process. ![](https://support.block64.com/hubfs/Knowledge%20Base%20Import/10933663187479.jpg)   - **Linux Section:** Set timeout settings via the dropdown menu (15-150 seconds) and enable/disable the SSH inventory protocol.  ![](https://support.block64.com/hubfs/Knowledge%20Base%20Import/10933664135575.jpg)   - **VMware Settings:** - Configure timeout settings using the dropdown menu, with options ranging from **15 to 150 seconds**. - Add management servers by clicking the **"Add Management Server"** button. - Provide the **IP address** and select the appropriate platform (vCenter or ESXi host). - Existing management servers can be **searched, edited, or deleted** as needed.  ![](https://support.block64.com/hubfs/Knowledge%20Base%20Import/10933696751895.jpg)   - **Resource Consumption:** - Toggle whether the application monitors resource and network utilization on all inventoried devices. - It's **recommended** to leave this feature enabled to gather additional device data for more accurate reporting.  ![](https://support.block64.com/hubfs/Knowledge%20Base%20Import/10933665237527.jpg)   - **Dynamics Great Plains (DGP):** - View, search, and add servers by clicking the “Add Server” button. - Provide details like the IP address, instance name, network port, and database name. - Validate DGP credentials through the credentials page once input. Servers can also be searched, edited, or deleted as needed.  ![](https://support.block64.com/hubfs/Knowledge%20Base%20Import/10933665683991.jpg)   - **Credentials Management:** - Maintain or add credentials by selecting the “Add Credential” button. - Credentials are labeled by username, type, and validation status. - Hover over the error icon to view details about failed validations.  ![](https://support.block64.com/hubfs/Knowledge%20Base%20Import/10933666712471.jpg)   - **Supported Credential Types:** - Windows - Linux - Virtual Infrastructure - Microsoft 365 - Dynamics Great Plains - Azure - AWS - Choose the appropriate type from the dropdown menu. - Provide the required username and password to add credentials (Linux users can alternatively add credentials using a private key). - Credentials can be searched, edited, and deleted within this tab.  ![](https://support.block64.com/hubfs/Knowledge%20Base%20Import/18955069139863.png)   - **Advanced Settings:** - Wipe all application data using the **"DELETE"** command. - Enter “DELETE” into the provided text field to erase all data collected by the application. - This action resets the application to its initial state, returning you to the welcome screen. ![](https://support.block64.com/hubfs/Knowledge%20Base%20Import/10933667919767.jpg)   #### **Need Help?** If you encounter any issues or have questions, explore our troubleshooting articles or reach out to our support team. Visit the [Support Center](https://support.block64.com/?hsLang=en) page for more details. - [Getting Started](https://support.block64.com/getting-started?hsLang=en#main-content) - [Free Trial Onboarding](https://support.block64.com/getting-started?hsLang=en#free-trial-onboarding) - [Start Your Subscription](https://support.block64.com/getting-started?hsLang=en#start-your-subscription) - [Discovery Application Installation](https://support.block64.com/getting-started?hsLang=en#discovery-application-installation) - [Discovery Appliance Setup](https://support.block64.com/getting-started?hsLang=en#discovery-appliance-setup) - [Discovery Agent Deployment](https://support.block64.com/getting-started?hsLang=en#discovery-agent-deployment) - [Insights Reports](https://support.block64.com/insights-reports?hsLang=en#main-content) - [IT Asset Management](https://support.block64.com/insights-reports?hsLang=en#it-asset-management) - [Security](https://support.block64.com/insights-reports?hsLang=en#security) - [Cloud & Infrastructure](https://support.block64.com/insights-reports?hsLang=en#cloud-infrastructure) - [Legacy Combine User Guide](https://support.block64.com/insights-reports?hsLang=en#legacy-combine-user-guide) - [Troubleshooting](https://support.block64.com/troubleshooting?hsLang=en#main-content) - [Discovery: Insights Portal](https://support.block64.com/troubleshooting?hsLang=en#discovery-insights-portal) - [Insights Calculations](https://support.block64.com/troubleshooting?hsLang=en#insights-calculations) - [Discovery: Block 64 Windows Application](https://support.block64.com/troubleshooting?hsLang=en#discovery-block-64-windows-application) - [Discovery: BlockBox Appliance](https://support.block64.com/troubleshooting?hsLang=en#discovery-blockbox-appliance) - [Block 64 Discovery Agent](https://support.block64.com/troubleshooting?hsLang=en#block-64-discovery-agent) - [Documentation](https://support.block64.com/documentation?hsLang=en#main-content) - [Insights: Integrations](https://support.block64.com/documentation?hsLang=en#insights-integrations) - [Privacy and Security](https://support.block64.com/documentation?hsLang=en#privacy-and-security) - [Block 64 API](https://support.block64.com/documentation?hsLang=en#block-64-api) - [Discovery: General Knowledge](https://support.block64.com/documentation?hsLang=en#discovery-general-knowledge) - [FAQs](https://support.block64.com/faqs?hsLang=en#main-content) - [Security](https://support.block64.com/faqs?hsLang=en#security) - [Block 64 Discovery](https://support.block64.com/faqs?hsLang=en#block-64-discovery) - [New Features & Updates](https://support.block64.com/new-features-updates?hsLang=en#main-content) - [New Features & Updates](https://support.block64.com/new-features-updates?hsLang=en#new-features-updates) - [Combine](https://support.block64.com/new-features-updates?hsLang=en#combine) - [Block 64 Discovery](https://support.block64.com/new-features-updates?hsLang=en#block-64-discovery) - [Remote Discovery Agent](https://support.block64.com/new-features-updates?hsLang=en#remote-discovery-agent) - [Combine API](https://support.block64.com/new-features-updates?hsLang=en#combine-api) - [BlockBox Virtual Appliance](https://support.block64.com/new-features-updates?hsLang=en#blockbox-virtual-appliance) [![Logomark - dark](https://support.block64.com/hs-fs/hubfs/Logomark%20-%20dark.png?width=60&height=96&name=Logomark%20-%20dark.png "Logomark - dark")](http://block64.com) 300 Geary Ave, Toronto, ON M6H 2C5, Canada +1 800-875-5260 [www.block64.com](https://www.block64.com/)