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The Add Instance Wizard contains the following four sections:

1. Instance

To add an instance

  1. Type the name of instance or instances you want to register in the SQL Server Instance box. Use a semicolon to separate multiple instances. Check Cloud Instance if you want to search for Cloud-based instances.

    Info

    When you select instances on the Discovered or Ignored Instances views, the wizard already adds them to this box.




    Use the Browse button to access a list of discovered instances that are not yet registered with SQL Inventory Manager. Check the box next to the instances you want to add, and then click Apply.

  2. Click Next to go to the next section.

2. Credentials

SQL Inventory Manager connects to registered SQL Server instances and their host computers to collect information. The collection service requires permissions to connect and gather information using the following types of connections:

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By default, SQL Inventory Manager connects using the SQL Inventory Manager Service Account. However, if you need to provide alternative credentials for any of these two connections, you can choose from the respective options on each section.

SQL Connection

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Credentials

  • Specify the type of account that you want to use to access your SQL Server instance and collect information. If you do not want to use the SQL Inventory Manager service account, select a Windows user account or SQL Server login account from the Account Type list.

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  • You can test the correctness of your credentials by clicking Test Credentials.

WMI Connection Credentials

  • On this section, you can choose to use the SQL Inventory Manager service account or a Windows user account by selecting either from the Account Type list.
  • If you choose to use a Windows user account, type the respective user name and password. This account allows you to access Windows configuration data of the computer that hosts the registered instance.

    Info

    IDERA recommends that you use the Test Credentials option to verify that SQL Inventory Manager can successfully monitor the newly registered instances.

3. Information

On this section you can specify additional information for your instances like OwnerLocationComments, and Tags.

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  • Click any of the suggested Popular Tags on the right side of the window. The tag appears now on Current Tags on the left.
  • You can click See All Tags on the top right section to display all available tags.
  • If you want to Add a New Tag, type the name in the bottom box, and then click ADD. The new tag is added to the Current Tags list.

    Warning
    • The tag name must begin with an upper or lowercase alphanumerical character.
    • Your tag name must have a maximum length of 20 characters.
    • Only the following special characters are valid for tags: ! # @ ( ) ' . : - _ and embedded spaces.
    Tip

    Refer to the Managing Tags section for more guidance on how to add, view, edit, or delete tags.

4. Finish

On this section, you can review your Instance Registration Details such as: instance name, SQL Connection Credentials, WMI Connection Credentials, Owner, Location, Comments, and Tags.

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Tip
titleTip

After registration, you can still change credentials, tags, and information settings on the Edit Properties option. Refer to Editing instance properties for more information.

About collection intervals

Collection intervals are predefined. You can see more information about collection frequency on the What Health Checks are available in SQL Inventory Manager? section.

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