Changing the Role of the Inventory Service Object

When you install ZfD, you assign specific roles to the server based on your inventory deployment. For example, if the deployment plan identifies three servers, such as a Root Server, an Intermediate Server with Database, and a Leaf Server for inventory deployment, you install Workstation Inventory on these servers, and choose the role for the server. Later, if you want to make changes in the inventory deployment, such as attaching the workstations to the existing Root Server, you need to change the role of the Inventory Service object from Root Server to Root Server with Workstations. Additionally, depending on the new role, there are some policies you need to configure.

The following illustration shows the current deployment and the changes in the deployment:


A Leaf Server that is attached to a Root Server. When the managed workstations are attached to the Root Server, the role of the Root Server is changed to Root Server with Workstations.

To change the role for any server:

  1. Plan the change of roles carefully because the changes will impact the existing inventory deployment. Also, consider the disk space requirements and ensure that you have the required configurations for Inventory. For more information, see Workstation Inventory in Deployment.

  2. In ConsoleOne, right-click the Inventory Service object (servername_ZenInvservice) > click Properties > click the Inventory Service Object Properties tab.

  3. Choose the new role of the Inventory Service object > click Apply.

    You will see a list of actions that you should follow based on the chosen role. For example, if you change the Root Server to a Root Server with Workstations, you need to configure the Workstation Inventory policy for the workstations that you have attached. Similarly, to change the role to any other server, you need to follow the instructions to make the new role change effective.

  4. Bring down the services running on the changed server, follow the actions that you need to change the role, and then bring up the server.

The following sections contain information to help you change the role of the Inventory Service object:


Changing the Role of the Root Server

To change the role of the Root Server to a different role, follow the actions specified in the following table:

To change the role of the Root Server to ... Tasks:

Root Server with Workstations

Perform the following tasks:

  1. After changing the role, configure the Workstation Inventory policy so that the workstations that you have attached to the Root Server with Workstations will be scanned for.
  2. Ensure that you enable the Full Scan setting in the Inventory Service Object property page for the server. This setting will ensure that a complete scan of the workstations attached to will be done.

Intermediate Server

Perform the following tasks:

  1. After changing the role, configure the Roll-Up policy to specify the next-destination server for roll-up of data from this server.
  2. If a Database Location policy is associated with a Root Server, remove the policy.

Intermediate Server with Database

Perform the following task:

  1. After changing the role, configure the Roll-Up to specify the next-destination server for roll-up of data from this server.

Intermediate Server with Database & Workstations

Perform the following tasks:

  1. After changing the role, configure the Workstation Inventory policy so that the workstations that you have attached will be scanned for.
  2. Ensure that you enable the Full Scan setting in the Inventory Service Object property page for the server. This setting will ensure that a complete scan of the workstations will be done.
  3. Configure the Roll-Up policy to specify the next-destination server for roll-up of data from this server.

Intermediate Server with Workstations

Perform the following tasks:

  1. After changing the role, configure the Workstation Inventory policy so that the workstations that you have attached will be scanned for.
  2. Ensure that you enable the Full Scan setting in the Inventory Service Object property page for the server. This setting will ensure that a complete scan of the workstations will be done.
  3. Configure the Roll-Up policy to specify the next-destination server for roll-up of data from this server.
  4. If a Database Location policy is associated with the Root Server, remove the policy.

Leaf Server, Leaf Server with Database, or Standalone Server

Workstation Inventory does not allow you to change the Root Server to these servers because these changes affect the complete inventory system. If you want to assign these roles, you should reinstall and set up the Workstation Inventory component.

Changing the Role of the Root Server with Workstations

Follow the actions specified in the following table:

To Change the Role of the Root Server with Workstations to ... Tasks:

Root Server

Perform the following task:

  1. Before changing to this role, remove the Workstation Inventory policy associated with the Root Server with Workstations or reconfigure the Inventory policy.

Intermediate Server

Perform the following tasks:

  1. After changing the role, configure the Roll-Up policy to specify the next-destination server for roll-up of data from this server.
  2. If the Database Location policy is associated with the Root Server with Workstations, remove the policy.

Intermediate Server with Database

Perform the following tasks:

  1. After changing the role, configure the Roll-Up policy to specify the next-destination server for roll-up of data from this server.
  2. Before changing the role, if the Workstation Inventory policy is associated with the Root Server with Workstations, remove the policy for those workstations attached to this server or to the lower-level servers that roll up to this server.

Intermediate Server with Database & Workstations

Perform the following tasks:

  1. Ensure that you enable the Full Scan setting in the Inventory Service Object property page for the server. This setting will ensure that a complete scan of the workstations will be done.
  2. Configure the Roll-Up policy to specify the next-destination server for roll-up of data from this server.

Intermediate Server with Workstations

Perform the following task:

  1. Before changing the role, if the Database Location policy is associated with the Root Server with Workstations, remove the policy.

Leaf Server, Leaf Server with Database, or Standalone server

Workstation Inventory does not allow you to change the Root Server to these servers because these changes affect the complete inventory system. If you want to assign these roles, you should reinstall and set up the Workstation Inventory component.

Changing the Role of the Intermediate Server

Follow the actions specified in the following table:

To Change the Role of the Intermediate Server to ... Tasks:

Root Server

Perform the following tasks:

  1. Before changing to this role, remove the Roll-Up policy.
  2. Configure the Database Location policy.

Root Server with Workstations

Perform the following tasks:

  1. After changing the role, configure the Workstation Inventory policy for those workstations attached to this server.
  2. Before changing to this role, remove the Roll-Up policy.
  3. Configure the Database Location policy.

Intermediate Server with Database

Perform the following task:

  1. After changing the role, configure the Database Location policy for the server.

Intermediate Server with Database & Workstations

Perform the following tasks:

  1. After changing the role, configure the Workstation Inventory policy so that all the workstations associated to this Inventory Service object, and also those workstations associated to the lower-level servers that roll up to this server will be scanned for.
  2. Configure the Database Location policy.

Intermediate Server with Workstations

Perform the following task:

  1. After changing the role, configure the Workstation Inventory policy so that the workstations that you have attached will be scanned for.

Leaf Server, Leaf Server with Database, or Standalone server

Workstation Inventory does not allow you to change the Intermediate Server to these servers because these changes affect the complete inventory system. If you want to assign these roles, you should reinstall and set up the Workstation Inventory component.

Changing the Role of the Intermediate Server with Database

Follow the actions specified in the following table:

To Change the Role of the Intermediate Server with Database to ... Tasks:

Root Server

Perform the following task:

  1. Before changing to this role, remove the Roll-Up policy.

Root Server with Workstations

Perform the following tasks:

  1. Before changing the role, configure the Workstation Inventory policy so that the workstations that you have attached will be scanned for.
  2. Remove the Roll-up policy.

Intermediate Server

Perform the following task:

  1. Before changing the role, if the Database Location policy is associated with the Intermediate Server with Database, remove the policy.

Intermediate Server with Database & Workstations

Perform the following task:

  1. After changing the role, configure the Workstation Inventory policy so that the workstations attached will be scanned for.

Intermediate Server with Workstations

Perform the following tasks:

  1. Before changing the role, if the Database Location policy is associated with the Intermediate Server with Database, remove the policy.
  2. After changing the role, configure the Workstation Inventory policy so that the workstations that you have attached will be scanned for.

Leaf Server, Leaf Server with Database, or Standalone server

Workstation Inventory does not allow you to change the Intermediate Server to these servers because these changes affect the complete inventory system. If you want to assign these roles, you should reinstall and set up the Workstation Inventory component.

Changing the Role of the Intermediate Server with Database & Workstations

Follow the actions specified in the following table:

To Change the Role of the Intermediate Server with Database & Workstations to ... Tasks:

Root Server

Perform the following tasks:

  1. Before changing to this role, remove the Roll-Up policy.
  2. Remove the Workstation Inventory policy associated with the server so that the workstations will not send the scan files to this server.

Root Server with Workstations

Perform the following task:

  1. Before changing to this role, remove the Roll-Up policy.

Intermediate Server

Perform the following tasks:

  1. Remove the Workstation Inventory policy associated with the lower-level servers that roll-up to the Intermediate Server with Database & Workstations server.
  2. Remove the Database Location policy.

Intermediate Server with Database

Perform the following task:

  1. Remove the Workstation Inventory policy of the Intermediate Server with Database & Workstations or reconfigure the policy.

Intermediate Server with Workstations

Perform the following task:

  1. Before changing the role, remove the Database Location policy associated with the Intermediate Server with Database & Workstations.

Leaf Server, Leaf Server with Database, Standalone Server, or Intermediate Server with Workstations

Workstation Inventory does not allow you to change the Intermediate Server to these servers because these changes affect the complete inventory system. If you want to assign these roles, you should reinstall and set up the Workstation Inventory component.

Changing the Role of the Intermediate Server with Workstations

Follow the actions specified in the following table:

To Change the Role of the Intermediate Server with Workstations to ... Tasks:

Root Server

Perform the following tasks:

  1. Before changing to this role, remove the Roll-Up policy.
  2. Remove the Workstation Inventory policy associated with the server so that the workstations attached will not send the scan files to this server.
  3. After changing the role, configure the Database Location policy for the server.

Root Server with Workstations

Perform the following tasks:

  1. Before changing to this role, remove the Roll-Up policy.
  2. After changing the role, configure the Workstation Inventory policy for those workstations attached to the lower-level server that roll up to this server.
  3. Configure the Database Location policy

Intermediate Server

Perform the following task:

  1. Before changing to this role, remove the Workstation Inventory policy associated with the server.

Intermediate Server with Database

Perform the following tasks:

  1. Before changing to this role, remove the Workstation Inventory policy associated to the server attached to this Inventory Service object.
  2. After changing the role, configure the Database Location policy for the server.

Intermediate Server with Database & Workstations

Perform the following task:

  1. After changing the role, configure the Database Location policy for the server.

Leaf Server, Leaf Server with Database, Standalone Server, or Intermediate Server with Workstations

Workstation Inventory does not allow you to change the Intermediate Server to these servers because these changes affect the complete inventory system. If you want to assign these roles, you should reinstall and set up the Workstation Inventory component.

Change the Role of the Leaf Server

Follow the actions specified in the following table:

To Change the Role of the Leaf Server to ... Tasks:

Root Server

Perform the following tasks:

  1. Before changing to this role, remove the Roll-Up policy.
  2. Remove the Workstation Inventory policy associated with the server.
  3. After changing the role, configure the Database Location policy for the Root Server.

Root Server with Workstations

Perform the following tasks:

  1. After changing the role, Configure the Database Location policy.
  2. Remove the Roll-Up policy.

Intermediate Server

Perform the following tasks:

  1. Before changing to this role, remove the Workstation Inventory policy for those workstations associated with the server or reconfigure.

Intermediate Server with Database

Perform the following tasks:

  1. Before changing to this role, remove the Workstation Inventory policy for those workstations associated with the lower-level servers that roll up to this server or reconfigure the policy.
  2. After changing the role, configure the Database Location policy for the server.

Intermediate Server with Database & Workstations

Perform the following task:

  1. After changing the role, configure the Database Location policy for the server.

Intermediate Server with Workstations

This change of role does not require any specific policy modifications.

Leaf Server with Database

Perform the following task:

  1. After changing the role, configure the Database Location policy for the server.

Standalone Server

Perform the following task:

  1. Remove the Roll-up policy.

Changing the Role of the Leaf Server with Database

Follow the actions specified in the following table:

To Change the Role of the Leaf Server with Database to ... Tasks:

Root Server

Perform the following tasks:

  1. Before changing to this role, remove the Workstation Inventory policy associated with the Leaf Server with Database.
  2. Remove the Roll-up policy.

Root Server with Workstations

Perform the following task:

  1. Remove the Roll-up policy.

Intermediate Server

Perform the following task:

  1. Before changing to this role, remove the Workstation Inventory policy and the Database Location policy associated with the Leaf Server with Database.

Intermediate Server with Database

Perform the following task:

  1. Before changing to this role, remove the Workstation Inventory policy associated with the Leaf Server with Database.

Intermediate Server with Database & Workstations

This change of role does not require any specific policy modifications.

Intermediate Server with Workstations

Perform the following task:

  1. Before changing to this role, remove the Database Location policy associated with the Leaf Server with Database.

Leaf Server

Perform the following task:

  1. Before changing to this role, remove the Database Location policy associated with the Leaf Server with Database.

Standalone Server

Perform the following task:

  1. Before changing to this role, remove the Roll-Up policy.

Changing the Role of the Standalone Server

Follow the actions specified in the following table:

To Change the Role of the Standalone Server to ... Tasks:

Root Server

Perform the following task:

  1. Before changing to this role, remove the Workstation Inventory policy associated with the Standalone Server.

Root Server with Workstations

This change of role does not require any specific policy modifications.

Intermediate Server

Perform the following tasks:

  1. Before changing to this role, remove the Workstation Inventory policy and the Database Location policy associated with the Standalone Server.
  2. After changing the role, configure the Roll-Up policy.

Intermediate Server with Database

Perform the following tasks:

  1. Before changing to this role, remove the Workstation Inventory policy associated with the Standalone Server.
  2. After changing the role, configure the Roll-Up policy to specify the next-destination server for roll-up of data from the Intermediate Server with Database.

Intermediate Server with Database & Workstations

Perform the following tasks:

  1. After changing the role, configure the Roll-Up policy to specify the next-destination server for roll-up of data from the Intermediate Server with Database & Workstations.

Intermediate Server with Workstations

Perform the following tasks:

  1. Before changing to this role, remove the Database Location policy associated with the Standalone Server.
  2. After changing the role, configure the Roll-Up policy to specify the next-destination server for roll-up of data from the Intermediate Server with Workstations.

Leaf Server

Perform the following tasks:

  1. Before changing to this role, remove the Database Location policy associated with the Standalone Server.
  2. After changing the role, configure the Roll-Up policy to specify the next-destination server for roll-up of data from the Leaf Server.

Leaf Server with Database

Perform the following task:

  1. After changing the role, configure the Roll-Up policy to specify the next-destination server for roll-up of data from the Leaf Server with Database.