How-tos – Knowledge Base
The how-tos provided for download on this page answer frequently asked questions. The PDF files contain practical tips and instructions that can help users to solve frequently mentioned but simple problems on their own, and our support team can of course be contacted at any time via support@docusnap.com if you have further individual questions about Docusnap functions.
Selection: All how-tos — 55 results
Analysis - Docusnap Connect - Create your own queries
Docusnap Connect can be used to generate and analyse your own queries with the required information.
Analysis - IT correlations
Diagrams offer the possibility of visualising relationships between objects. They can be created manually or automatically via IT dependencies.
Analysis - IT Security - Permission analysis
IT security in Docusnap can be used to analyse permissions in the file system, Exchange and SharePoint areas.
Analysis - IT Security - Report jobs (CSV)
It describes how a large number of directory reports can be conveniently created, scheduled and distributed using a CSV import wizard.
Analysis - License management
With the licence management module in Docusnap, deployed software products can be managed dynamically.
Analysis - Notification by e-mail
Docusnap offers the option of sending notifications about events automatically by e-mail. A message definition is created for this purpose.
Configuration - Docusnap Discovery Service
Once the Discovery Service has been successfully installed on the central Docusnap server, inventory jobs can be managed and commissioned from the head office.
Configuration - Docusnap Enterprise Search
Description, functionality and application - The new Enterprise Search helps with searching within Docusnap.
Configuration - Docusnap Web
With Docusnap, it is possible to access most of the data in the Docusnap database and create reports using a browser and any end device.
Configuration - Docusnap Web - Configuring a company specific access
If several clients document in a Docusnap instance, customers, for example, can set up access to their data using user administration and Docusnap Web.
Configuration - License Exceeded
List the current number of licences in use, clean up licences and check and rectify under-licensing.
Configuration - User Management
By activating user administration in Docusnap, a granular authorisation assignment can be set up via a user role concept.
Customizing - Create a Data view
By creating a customised view, data from different tables can be merged and displayed in a list.
Customizing - Creating reports
Docusnap comes with several reports that prepare inventorised data and provide information in various levels of detail.
Customizing - Customize logos and designs of reports
In the Docusnap reporting system, it is possible to adapt the corporate identity (CI) in the form of logos, colours and fonts.
Customizing - Extension of the database structure
This HowTo is dedicated to the expansion of the database structure and the associated expansion of the input masks and meta objects.
Documentation - Additional information
This document describes how systems, users, clients, locations etc. can be supplemented with additional information.
Documentation - Documentation Framework - IT Documentation including business structures
This HowTo shows the procedure for creating an independent framework for different IT documentation in the Docusnap documentation suite.
Documentation - IT Concept
Within the IT concepts, inventoried information on systems, services and applications can be linked.
Documentation - Other Assets - Creation and add-on of other assets
Instructions on how to add further systems and devices relevant to the documentation to the IT documentation.
Documentation - Physical Infrastructure
The documentation of the physical infrastructure begins with the mapping of locations, buildings and rooms.
Docusnap 12 - New features, changes and upgrade
The release of Docusnap 12 introduces a number of new features and changes to Docusnap. This document is intended to present these at a glance.
Docusnap 14 - New features, changes and upgrade
With the Docusnap 14 release, a number of changes have been introduced in Docusnap. An overview of the new features and how to perform the upgrade.
Docusnap 15 – New Features, Changes and Upgrades
This guide provides an overview of the new features in Docusnap 15, as well as a description of the upgrade process.
Docusnap - UEFI-2026 - Readiness
Docusnap allows you to verify whether your systems are UEFI 2026 ready.
Installation and configuration
This HowTo guides you through the entire installation and configuration process of Docusnap and a Microsoft SQL Server Express instance.
Interface - CSV import
Data that is available in CSV format is imported into the Docusnap database via data import (CSV).
Interface - Docusnap Connect - Exporting data
Docusnap Connect is used to generate customised queries with the required information. The data can then be exported / sent by e-mail.
Inventory - Active Directory
Docusnap inventories the AD with all associated classes such as users, groups, user-group memberships, group policies and computer objects.
Inventory - AWS
The scan of Amazon Web Services provides the possibility to inventory core areas of the AWS infrastructure.
Inventory - Azure
The document describes the prerequisites and how to perform the inventory.
Inventory - DFS
A guide on how to make DFS servers, namespaces, folder targets and their sharing authorisations available.
Inventory - DHCP
Docusnap can inventory DHCP servers and the information they contain.
Inventory - Discovery Linux - script-based Linux Inventory
The script-based Linux inventory can also be used for the Linux-based Igel thin clients.
Inventory - Discovery Windows - script-based Windows Inventory
In addition to the remote inventory of Windows systems, Docusnap also offers the option of script-based inventory.
Inventory - Discovery Windows via Intune
This HowTo explains how to automate the Discovery Windows.exe via Intune.
Inventory - DNS
Docusnap offers the option of inventorising DNS servers and the DNS information they contain.
Inventory - Exchange and Exchange Online
In the course of the Exchange on-premise inventory, problems can occur due to the use of PSExec. This document provides solutions.
Inventory - HPE Storages (3PAR, Alletra, Primera)
Inventory of HPE storages 3PAR, Alletra, Primera
Inventory - IP scan
The IP scan in Docusnap provides the ability to comprehensively search the company network or that of a customer for active systems.
Inventory - Linux - Alternative authentication (SUDO, private keys)
Three different authentication options are available for the inventory of Linux systems: Root, SUDO and private key.
Inventory - Location assignment of systems
This HowTo describes the options and requirements for location mapping.
Inventory - Mass Import of script data (Global Script Import)
The script-based inventory is executed locally on a system via an executable file and the data is saved in a DSI file.
Inventory - Microsoft 365
With Microsoft 365 inventory, cloud services such as ExchangeOnline, OneDrive, Teams and more are combined in one inventory wizard.
Inventory - Nutanix Cluster
The HowTo describes the inventory of Nutanix virtualisation clusters.
Inventory - SharePoint
This document provides solutions for solving possible problems as well as alternatives for a successful inventory.
Inventory - SNMP
Active network components such as switches, routers and printers can be recorded with Docusnap using the SNMP inventory.
Inventory - SNMP - Additional tools (Telnet/SSH)
The function offers the option of using additional commands to read information from devices (SNMP) via Telnet or SSH and include it in the documentation.
Inventory - Veeam Backup & Replication
With the inventory of the Backup Veeam software, you have an overview of all set-up jobs, their execution times, status and objects in Docusnap.
Inventory - Whitepaper
Technical overview and suggested solutions to problems with inventorying with Docusnap.
Inventory - Windows
In addition to hardware information, installed software products, server roles, updates, local users and more are also recorded.
Inventory - Windows / Linux / Mac - Software and file search
The software and file search in Docusnap is used to search for specific files on the file system of Linux, Mac and Windows systems.
Inventory - Windows - Mobile and Home Office devices
Two ways to regularly inventory systems that cannot be captured directly via Windows remote inventory.
Migration - Migrate Docusnap and database to a new server
Preparation, implementation and follow-up - The migration of the Docusnap database to a new SQL server explained step by step.
Report - User system assignment (Assets User)
Two reports can be used to obtain an overview of which assets are assigned to a user.
Our support team can of course be contacted at any time via support@docusnap.com if you have further individual questions about Docusnap functions.