---
updatedAt: 2026-09-16T02:02:28.000Z
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# Host inventory | EPM-UL

The **Host Inventory** page displays all Unix and Linux servers that BeyondInsight has discovered and can connect to, serving as the starting point for managing those systems.

## Host Inventory page

On the **Host Inventory** page:

* Discover hosts (servers) on the network that are reachable via SSH. Discovered assets are stored as hosts. Discovery does not require a credential. It runs a port scan to test for an SSH connection.
* Store those discovered machines as managed “hosts” in BeyondInsight
* View and manage those hosts after discovery

Keep these points in mind when working with hosts.

* Most actions require credentials so BeyondInsight can authenticate with the selected host. Credentials are managed on the **[Credentials](https://docs.beyondtrust.com/epm-ul/docs/manage-credential)** page.
* When running an action, check the box in the header to select all of the hosts.

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1. **Filters:** Filter hosts by **Hostname**, **IP Address**, **Operating System**, and **Tags**.
2. **Add Hosts menu:** Select a way to [discover hosts](https://docs.beyondtrust.com/epm-ul/docs/discover-hosts-with-biul#discover-hosts) not already added to BIUL.
3. **Column headers:**

   * **Primary server:** The first two columns display an icon indicating the server type.

     * ![](https://files.readme.io/7dc430f8ed70216be656a7c268ba971ffc52d6a9132c6fadf48630b8e7496779-image.png) Primary License server

     * ![](https://files.readme.io/0e01ddcaed5ac7eb8f34260157109ae3818109ed197d9f2aa1611807cf337a5c-image.png) Primary Registry Name Service server
   * **Hostname:** The DNS name of the host, host IP address, operating system, and version. Click the **Hostname** header to sort and refresh the data.
   * **Alerts:** Possible alerts:
     * ![](https://files.readme.io/e9ff97e8895510d67d568a5f3b14b5211814b2318cb36e1c537f02c2a872db00-image.png) Indicates a critical issue with the host.
     * ![](https://files.readme.io/b4f58701fa7ae272a6421510da8757bf855136aaaa59476203d12242f28be02f-image.png) Indicates a problem with the host.
   * **AD Bridge**, **PMUL**, **Solr**, **Sudo Manager:** Display visuals on the components installed. See [Install Status](https://docs.beyondtrust.com/epm-ul/docs/discover-hosts-with-biul#install-status).
   * **Updated:** The last time data related to the host changed. Click the **Updated** header to sort and refresh the data.
4. **Download**, **Refresh**, and **Column** selector
   * Select columns to display. The columns display from left to right in the order you select them.
   * Download the results data as a JSON or CSV file. The file downloads to your **Download** folder.

### Install status

<Accordion title="AD Bridge">

If AD Bridge is installed, the <strong>AD Bridge</strong> column displays the software version number, agent, and joined status.

- **Agent:** Indicates if the agent is installed.
- **Joined:** Indicates the domain joined status, which will either display it is not joined or the domain the host is joined to.

</Accordion>

<Accordion title="EPM-UL">

If EPM-UL is installed, the EPM-UL column displays the version number and an icon for each feature and role the host has enabled.

- **Policy:** Policy server
- **Log:** Log server
- **Client:** Submit or run host
- **FIM:** FIM policy applied to the server
- **License:** License server
- **RNS:** Registry Name Service server

</Accordion>

<Accordion title="Solr">

- **Server:** Solr Server
- **Client:** Client (indexed machine)

> ℹ️ 
> 
> As of version 23.1, Solr is deprecated. EPM-UL no longer supports installing Solr, but features that use an existing Solr installation will continue to work.

</Accordion>

<Accordion title="Sudo Manager">

- **Client:** Client (index machine)

</Accordion>

## Discover hosts

Hosts are discovered through the following methods:

* Scan for hosts
* Import hosts
* Scan the Registry Name Service (RNS)

Hosts are discovered in parallel batches to avoid saturating the network connection. The default size is **20**. This can be configured by changing the pool settings option.

To start finding hosts, go to the **Host Inventory** page and click the **Add Hosts** dropdown menu.

The page refreshes every 5 seconds during a scan.

<Tabs>
  <Tab title="Scan">
<p>IP addresses can be added using one of the following formats:</p>
<ul>
  <li><strong>Single IP:</strong> To discover a single host, type the IP address. For example, 10.1.100.15.</li>
  <li><strong>IP Range:</strong> Discover any hosts in a range. For example, 10.1.100.15–10.1.100.20.</li>
  <li><strong>CIDR Notation:</strong> Discover hosts in a CIDR block. For example, 10.100.1.10/24.</li>
</ul>
<p>To manually discover hosts:</p>
<ol>
  <li>Enter the IP addresses using one of the accepted formats.</li>
  <li>Enter an SSH port. The value should map to the SSH port for the host provided. If no SSH port is provided, the default port is <strong>22</strong>. Each discovery scan uses a single port regardless of the number of machines.</li>
</ol>
<div class="note">
  <p>ℹ️ To update the SSH port for the host, navigate to <strong>Host Details</strong>. The value can then be configured under <strong>General</strong> &gt; <strong>Connection Details</strong>.</p>
</div>
<ol start="3">
  <li>When discovering a single host, you can enter an SSH fingerprint using SHA-256 format. If the value matches the received fingerprint, the host is automatically accepted. This is optional and only applies when running single IP discovery.</li>
  <li>Check the <strong>Automatically accept SSH fingerprints</strong> box to accept all SSH fingerprints for discovered hosts. If the host already exists in the system, the SSH fingerprint is ignored.</li>
  <li>Click <strong>Scan for Host</strong>.</li>
</ol>
<div class="note">
  <p>ℹ️ Search for non-sequential IP addresses at the same time by entering each IP address before clicking <strong>Scan for Host</strong>.</p>
</div>
  </Tab>
  <Tab title="Import">
<p>To import hosts, create a CSV file with a host address, port, and SSH fingerprint (optional) per line. Do not use headers in the file.</p>
<p>The contents of a valid file may look like the following:</p>
<pre><code>"10.100.3.6",22,SHA256:HASHED-KEY
"10.100.3.7",22,SHA256:HASHED-KEY
"10.100.3.8",22,SHA256:HASHED-KEY
"10.100.3.9",22,SHA256:HASHED-KEY</code></pre>
<div class="note">
  <p>ℹ️ The CSV file can contain fingerprints in the SHA-256 format. If the fingerprint matches, the SSH fingerprint is accepted.</p>
</div>
<p>To import a CSV file:</p>
<ol>
  <li>On the <strong>Host Inventory</strong> page, click the targeted area to upload a CSV file in the <strong>Import Hosts</strong> pane. Alternatively, drag the file into the targeted area.</li>
  <li>Check the <strong>Automatically accept SSH fingerprints from new hosts</strong> box to automatically accept discovered fingerprints.</li>
  <li>Locate the CSV file, and then click <strong>Open</strong>.</li>
</ol>
  </Tab>  <Tab title="Scan the RNS">
<p>Scan the RNS to list the servers in <strong>Primary Registry Servers</strong> for all of the hosts in the network, adding previously unknown hosts to the console as appropriate.</p>
<p>To scan the RNS:</p>
<ol>
  <li>In the <strong>Registry Name Service</strong> section, enter an <strong>SSH Port</strong>. The value should map to the SSH port for the host provided. If no SSH port is provided, the default port is <strong>22</strong>. Each discovery scan uses a single port regardless of the number of machines.</li>
  <li>Check the <strong>Automatically accept SSH fingerprints</strong> box to accept all SSH fingerprints for discovered hosts. If the host already exists in the system, the SSH fingerprint is ignored.</li>
  <li>Click <strong>Scan Registry Name Service</strong>.</li>
</ol>
<div class="note">
  <p>ℹ️ For more information on the Scan Registry Name Service action, see the <strong>Tasks &gt; Task Details</strong> page. Any new hosts found will appear on the <strong>Hosts &gt; Hosts Inventory</strong> page.</p>
</div>
  </Tab>
</Tabs>

## Manage a host

On the **Hosts > Host Inventory** page, access host actions for a server from the ![Actions menu](https://files.readme.io/7e786057c4cd2715b1c16394e9f6577cbdb2bdba8d3b97783ee040203f8af3c1-icon-actions.png) menu. Select **Perform Host Actions** from the menu to start the **Host Actions** wizard. Host actions include:

* Profile
* Install software for AD Bridge, and EPM-UL
* Join domain
* Deploy keyfile

Additionally, from the menu for each server, you can:

* View host details
* Delete hosts

When using the **Host Actions** wizard, only 25 hosts are displayed at a time. Select **Check All** to apply settings to all discovered hosts.

### Apply updates to servers using bulk actions

Alternatively, you can apply actions to more than one server at a time. On the **Hosts > Hosts Inventory** page, you can select more than one host and select the **Actions** menu.

## Use privilege escalation for BIUL credentials

Most actions require a credential be supplied in BeyondInsight for Unix & Linux (BIUL). This is the account BIUL authenticates as on selected servers. However, this account might not have sufficient privileges to execute the required commands. The console allows users to choose a **Delegation Tool** to escalate user privileges. Selecting **sudo su** requires the user to choose a second credential to delegate to.

## Profile servers

Run a profile to gather preinstall information to ensure a host is prepared for software installs.

* A valid SSH credential is required for a selected host. The credential requires, at minimum, write permission on the host’s remote working directory.
* By default, the remote working directory is **/tmp**.
* The **Defaults requiretty** setting in the sudoers file is not supported.

You can run a profile immediately, or run it as a scheduled task.

### Run now

Run a profile now, and the **Tasks** page appears, with the **Task Summary** panel open, displaying the results.

1. Go to the **Hosts > Host Inventory** page.
2. Select a host, and then at the far right, click ![Actions menu](https://files.readme.io/7e786057c4cd2715b1c16394e9f6577cbdb2bdba8d3b97783ee040203f8af3c1-icon-actions.png)  and select **Perform Host Actions**.
3. Select **Profile**, and then click **Next Step**.
4. On the **Credential Selection** page, select a logon credential to access the remote system. If you cannot log on as root, then select one of the following to run the action with escalated privileges: **pbrun**, **sudo**, or **sudo su**. This might require choosing a second credential.
5. Select **Run Now**, and then click **Next Step**.
6. Review the **Summary** page, and then click **Finish**.
7. Review the **Task** page and verify the completed status of attempted actions under **Task Summary**.
8. To view more information about **Task Status**, click **Task Details**.

### Schedule a task

Set up a profile to run as a *scheduled task*. After the task has run per your schedule, you can open the **Tasks** page and locate and click the task to see the results in the **Task Summary** panel.

1. Go to the **Hosts > Host Inventory** page.
2. Select a host, and then at the far right, click ![Actions menu](https://files.readme.io/7e786057c4cd2715b1c16394e9f6577cbdb2bdba8d3b97783ee040203f8af3c1-icon-actions.png) and select **Perform Host Actions**.
3. Select **Profile**, and then click **Next Step**.
4. On the **Credential Selection** page, select a logon credential to access the remote system. If you cannot log on as root, then select one of the following to run the action with escalated privileges: **pbrun**, **sudo**, or **sudo su**. This might require choosing a second credential.
5. Select **Schedule**, and the **Calendar** tool appears.
6. Select the *month*, *week*, and *day* for the task. The full day hours are displayed. To display just the business hours, at the bottom left of the hours, click the **Show business hours** button. Click it again for full day hours.
7. Double-click the *top* or *bottom* of the hour you want to select, and the **Event** scheduling dialog box appears.
8. Verify/set the **Start** date and time, and then select the **Timezone**.
9. (Optional). Set the number of **Retries**.
10. If you want the task to be repeated, select the frequency to repeat.
11. Click **Save**.
12. Click **Next Step**.
13. Review the **Summary** page, and then click **Finish**.
14. The **Tasks** page appears. Verify that the information in the **Scheduled Summary** panel is accurate.
15. (Optional). You can *update*, *pause*, or *delete* the schedule by using the buttons at the bottom of the panel.

### Use a credential rule

To avoid requiring password authentication when you run a host profile, configure a *credential rule*. Use default credentials to run a profile on one or many hosts.

1. Go to the **Hosts > Hosts Inventory** page.
2. Select the hosts you want to profile:
   * **Single host**: Select the host, and then at the far right, click ![Actions menu](https://files.readme.io/7e786057c4cd2715b1c16394e9f6577cbdb2bdba8d3b97783ee040203f8af3c1-icon-actions.png) and select **Profile Host with Default Credentials**.
   * **Multiple hosts**: To select the hosts to profile, check the boxes on the left of the hostnames. From the **Actions** menu, select **Profile Host with Default Credentials**.

## Manage AD Bridge hosts

> ℹ️
>
> To access the hosts, a valid SSH credential with administrative rights on the host is required.

### Install and upgrade AD Bridge

To install or upgrade AD Bridge hosts:

1. Go to the **Hosts > Host Inventory** page.

2. Select a host, and then at the far right, click ![Actions menu](https://files.readme.io/7e786057c4cd2715b1c16394e9f6577cbdb2bdba8d3b97783ee040203f8af3c1-icon-actions.png) and select **Perform Host Actions**.

3. On the **Primary Action** page, select **Active Directory Bridge**.

4. On the **Secondary Action** page, select one from the following:
   * **Install:** Install AD Bridge software.
   * **Upgrade:** Upgrade AD Bridge software to the version loaded in the console. If you select **Upgrade**, you can skip to step 6.

5. If you select **Install**, you can configure the Active Directory information on the **Action Requirements** page. By default, the **Use Domain Browser** toggle is turned on. To manually enter the information, click the toggle to turn it off.
   * **Perform optional Domain join:** Select to join the Active Directory host to the domain. The join action occurs after the AD Bridge software installation completes. The toggle is turned on by default. Click the toggle if you do not want to join the host to the domain at this time.
   * **Forest:** Select the forest from the list. The forest listed here is the directory service connection already configured from the **Settings > Directory Services** menu.
   * **Domain:** Select a domain from the list.
   * **OU:** Click **Browse** to search for the OU.
   * **AD Credential:** Select the credential you want to use to access Active Directory. This credential is added when you create the directory services connection.
   * **Additional Arguments:** Add domain-join cli arguments.

6. On the **Credential Selection** page, select a logon credential to access the remote system. If you cannot log on as root, then select one of the following to run the action with escalated privileges: **pbrun**, **sudo**, or **sudo su**. This might require choosing a second credential.

7. Review the **Summary** page, and then click **Finish**.

8. Review the **Task** page and verify the completed status of attempted actions under **Task Summary**.

9. To view more information about **Task Status**, click **Task Details**.

### Join the host to an Active Directory domain

To join selected AD Bridge hosts to a domain:

1. Go to the **Hosts > Host Inventory** page.

2. Select a host, and then at the far right, click ![Actions menu](https://files.readme.io/7e786057c4cd2715b1c16394e9f6577cbdb2bdba8d3b97783ee040203f8af3c1-icon-actions.png) and select **Perform Host Actions**.

3. On the **Primary Action** page, select **Active Directory Bridge**.

4. On the **Secondary Action** page, select **Domain join**.

5. On the **Action Requirements** page, select the Active Directory information. By default, the **Use Domain Browser** toggle is turned on. To manually enter the information, click the toggle to turn it off.
   * **Forest:** Select the forest from the list. The forest listed here is the directory service connection already configured from the **Settings > Directory Services** menu.
   * **Domain:** Select a domain from the list.
   * **OU:** Click **Browse** to search for the OU.
   * **AD Credential:** Select the credential you want to use to access Active Directory. This credential is added when you create the directory services connection.
   * **Additional Arguments:** Add **domain-join cli** arguments.

6. On the **Credential Selection** page, select a logon credential to access the remote system. If you cannot log on as root, then select one of the following to run the action with escalated privileges: **pbrun**, **sudo**, or **sudo su**. This might require choosing a second credential.

7. Review the **Summary** page, and then click **Finish**.

8. Review the **Task** page and verify the completed status of attempted actions under **Task Summary**.

9. To view more information about **Task Status**, click **Task Details**.

### Create and manage AD Bridge join templates

You can save domain-join settings as reusable domain join templates. When onboarding multiple Linux or Unix endpoints into the same Active Directory (AD) domain, applying a template automatically populates the domain name, target Organizational Unit (OU), credentials, and CLI flags, eliminating repetitive manual data entry.

> ℹ️
>
> AD Bridge join templates support both tenant join (for Azure Microsoft Entra ID integration) and domain join (for Active Directory domain joins).

Domain join templates apply when **Use Domain Browser** is turned Off in the join dialog box. **If Use Domain Browser** is turned On, you continue to browse and select Organizational Units manually.

To create a template:

1. In the BIUL, navigate to **AD Bridge > Join Templates** (or **Host Actions > Templates**).
2. Click **Create Template**.
3. In the Template Type selector, select **Domain Join**.
4. Configure the template settings.
5. Click **Save Template**.

### Join a host using a domain join template

Once created, select domain join templates when running host actions across single or multiple endpoints.

1. On the Hosts Inventory grid, select one or more managed hosts.
2. Click **Host Actions > AD Bridge > Join Domain**.
3. In the Join Host to Active Directory Domain dialog box, set **Use Domain Browser** to **Off**.
4. In the **Domain Join Template** dropdown, select a saved template.\
   The options (Domain, OU, Credentials, and Join Options) automatically populate with the template settings.
5. Review the parameters, then click **Join Domain**.

### Remove the host from an Active Directory domain

You can remove an Active Directory host from a domain.

To remove a joined domain:

1. Go to the **Hosts > Host Inventory** page.

2. Select a host, and then at the far right, click ![Actions menu](https://files.readme.io/7e786057c4cd2715b1c16394e9f6577cbdb2bdba8d3b97783ee040203f8af3c1-icon-actions.png) and select **Perform Host Actions**.

3. On the **Primary Action** page, select **Active Directory Bridge**.

4. On the **Secondary Action** page, select **Domain Leave**.

5. On the **Action Requirements** page, check the box **Delete Computer account in Active Directory**, and then select an Active Directory credential from the list.

6. On the **Credential Selection** page, select a logon credential to access the remote system. If you cannot log on as root, then select one of the following to run the action with escalated privileges: **pbrun**, **sudo**, or **sudo su**. This might require choosing a second credential.

7. Review the **Summary** page, and then click **Finish**.

### Join the host to an Azure tenant application

To join selected AD Bridge hosts to a Azure application, an application must have already been appropriately configured in Azure.

To join selected AD Bridge hosts to an Azure application:

1. Go to the **Hosts > Host Inventory** page.

2. Select a host, and then at the far right, click ![Actions menu](https://files.readme.io/7e786057c4cd2715b1c16394e9f6577cbdb2bdba8d3b97783ee040203f8af3c1-icon-actions.png) and select **Perform Host Actions**.

3. On the **Primary Action** page, select **Active Directory Bridge**.

4. On the **Secondary Action** page, select **Tenant Join**.

5. On the **Action Requirements** page, enter the Azure application information. As noted above, an Azure application must already have been configured.
   * **Tenant ID:** The tenant ID from the Azure application configuration.
   * **Application ID:** The application ID from the Azure application configuration.
   * **Secret:** An application secret value from Azure. This value must have been created in the Azure application (see link below).
   * **License Key:** An AD Bridge license key to license the endpoint at the same time as joining the Azure tenant.

6. On the **Credential Selection** page, select a logon credential to access the remote system. If you cannot log on as root, then select one of the following to run the action with escalated privileges: **pbrun**, **sudo**, or **sudo su**. This might require choosing a second credential.

7. Select **Run Now**.

8. Review the **Summary** page, and then click **Finish**.

9. Review the **Task** page and verify the completed status of attempted actions under **Task Summary**.

10. To view more information about **Task Status**, click **Task Details**.

> ℹ️
>
> To reduce the data entry required at Step 5 above, it is possible to create a Join template under **Settings > Software > AD Bridge > ![Actions menu](https://files.readme.io/7e786057c4cd2715b1c16394e9f6577cbdb2bdba8d3b97783ee040203f8af3c1-icon-actions.png) > Manage Join Templates**. Here you can save the tenant ID, application ID, and license key as a template, and then, at step 5 above, select that template to populate those fields when joining a specific host to the tenant. Note that you will still need to provide an application secret.

### Remove the host from an Azure tenant application

To remove a host from an Azure application:

1. Go to the **Hosts > Host Inventory** page.

2. Select a host, and then at the far right, click ![Actions menu](https://files.readme.io/7e786057c4cd2715b1c16394e9f6577cbdb2bdba8d3b97783ee040203f8af3c1-icon-actions.png) and select **Perform Host Actions**.

3. On the **Primary Action** page, select **Active Directory Bridge**.

4. On the **Secondary Action** page, select **Tenant Leave**.

5. On the **Credential Selection** page, select a logon credential to access the remote system. If you cannot log on as root, then select one of the following to run the action with escalated privileges: **pbrun**, **sudo**, or **sudo su**. This might require choosing a second credential.

6. Select **Run Now**.

7. Review the **Summary** page, and then click **Finish**.

### Update the Azure application secret for a host

The Azure application secret has a configurable expiration date. When BeyondInsight for Unix & Linux identifies that a host is using an Azure application secret that will expire soon, a notification is generated. The notification details provides you with some guidance to update the application secret.

To update the application secret used by a host to connect to an Azure application, a secret must have already been configured in Azure.

> ℹ️
>
> If you view an Azure Secret Key Expiring Soon notification, you can update the secret from the **Notification Details** panel by clicking the **Update Secret** button. Alternately, use the next procedure to update.

To update the application secret:

1. Go to the **Hosts > Host Inventory** page.

2. Select a host, and then at the far right, click ![Actions menu](https://files.readme.io/7e786057c4cd2715b1c16394e9f6577cbdb2bdba8d3b97783ee040203f8af3c1-icon-actions.png) and select **Perform Host Actions**.

3. On the **Primary Action** page, select **Active Directory Bridge**.

4. On the **Secondary Action** page, select **Tenant Secret**.

5. On the **Action Requirements** page, enter the new Azure application secret value. As noted above, an Azure application must already have been configured.

6. On the **Credential Selection** page, select a logon credential to access the remote system. If you cannot log on as root, then select one of the following to run the action with escalated privileges: **pbrun**, **sudo**, or **sudo su**. This might require choosing a second credential.

7. Select **Run Now**.

8. Review the **Summary** page, and then click **Finish**.

9. Review the **Task** page and verify the completed status of attempted actions under **Task Summary**.

10. To view more information about **Task Status**, click **Task Details**.

### Uninstall AD Bridge

When you uninstall AD Bridge, you can also choose to leave the domain and delete the Active Directory account.

1. Go to the **Hosts > Host Inventory** page.

2. Select a host, and then at the far right, click ![Actions menu](https://files.readme.io/7e786057c4cd2715b1c16394e9f6577cbdb2bdba8d3b97783ee040203f8af3c1-icon-actions.png) and select **Perform Host Actions**.

3. On the **Primary Action** page, select **Active Directory Bridge**.

4. Select **Uninstall**.

5. On the **Action Requirements** page, select one of the following:
   * **Uninstall:** Uninstall AD Bridge software from the host.
   * **Leave and Uninstall:** Remove the host from the domain and uninstall AD Bridge software.
   * **Leave Domain, Delete Account, and Uninstall:** Remove the host from the domain, delete the Active Directory account in Active Directory, and remove the AD Bridge software.
   * **AD Credential:** The credential to use to access Active Directory. The setting is required when you select **Leave Domain, Delete Account, and Uninstall**. This credential is added when you create the directory services connection.

6. On the **Credential Selection** page, select a logon credential to access the remote system. If you cannot log on as root, then select one of the following to run the action with escalated privileges: **pbrun**, **sudo**, or **sudo su**. This might require choosing a second credential.

7. Review the **Summary** page, and then click **Finish**.

## Manage EPM-UL hosts

> ℹ️
>
> To access the hosts, a valid SSH credential with administrative rights on the host is required.

To manage Endpoint Privilege Management for Unix and Linux (EPM-UL) hosts:

1. Go to the **Hosts > Host Inventory** page.

2. Select a host, and then at the far right, click ![Actions menu](https://files.readme.io/7e786057c4cd2715b1c16394e9f6577cbdb2bdba8d3b97783ee040203f8af3c1-icon-actions.png) and select **Perform Host Actions**.

3. Choose an action, and then follow the procedures in this section.

Software is installed with default configuration values, unless **RNS Primary and All Components** is selected. If not detected during installation, the installer generates network and REST encryption keys. All future EPM-UL installations will use these keys. The keys can be managed on the **Settings** page.

### Install the EPM-UL policy server

To install the EPM-UL policy server:

1. Go to the **Hosts > Host Inventory** page.

2. Select a host, and then at the far right, click ![Actions menu](https://files.readme.io/7e786057c4cd2715b1c16394e9f6577cbdb2bdba8d3b97783ee040203f8af3c1-icon-actions.png) and select **Perform Host Actions**.

3. Select **Endpoint Privilege Management for Unix and Linux**, and then select **Next Step**.

4. Select **Install**, and then click **Next Step**.

5. On the **Action Requirements** page, select an installation template. The features enabled in the template affect the options available. The following list displays default templates.
   * **All Components:** All EPM-UL components will be installed except for RNS server.
   * **License Server Only:** Only the EPM-UL license server will be installed.
   * **Policy and Log Server Only:** All server components of EPM-UL will be installed except for RNS server.
   * **Submit and Run Host Only:** The client components of EPM-UL will be installed.
   * **Primary Registry Server and All Components:** All EPM-UL components will be installed including RNS server.

6. After selecting a template, you can choose to use client registration. Note that some features selected in installation templates may require or disallow using client registration. To use client registration select a **Client Registration Server**, and then select a **Client Registration Profile**.

7. Starting in BIUL 26.1, client registration is no longer configurable. For a *new* EPM-UL 26.1 installation:
   * Primary License Server installs: Client registration is set to **Off**.
   * Other installation types: Client registration is set to **On**.\
     If installing EPM-UL 25.1 and earlier, client registration is still enforced.\
     For [EPM-UL 25.1 or earlier](https://docs.beyondtrust.com/epm-ul/v25.1.6/docs/discover-hosts-with-biul#install-the-epm-ul-policy-server), client registration is still enforced.

8. Review the **Summary** page, and then click **Finish**.

9. Review the **Task** page and verify the completed status of attempted actions under **Task Summary**.

10. To view more information about **Task Status**, click **Task Details**.

### Upgrade the EPM-UL policy server

To upgrade the policy server to the version loaded in the console:

1. Go to the **Hosts > Host Inventory** page.

2. Select a host, and then at the far right, click ![Actions menu](https://files.readme.io/7e786057c4cd2715b1c16394e9f6577cbdb2bdba8d3b97783ee040203f8af3c1-icon-actions.png) and select **Perform Host Actions**.

3. Select **Endpoint Privilege Management for Unix and Linux**, and then click **Next Step**.

4. Select **Upgrade**, and then click **Next Step**.

5. On the **Credential Selection** page, select a logon credential to access the remote system. If you cannot log on as root, then select one of the following to run the action with escalated privileges: **pbrun**, **sudo**, or **sudo su**. This might require choosing a second credential.

6. Review the **Summary** page, and then click **Finish**.

7. Review the **Task** page and verify the completed status of attempted actions under **Task Summary**.

8. To view more information about **Task Status**, click **Task Details**.

### Uninstall the EPM-UL policy server

To remove the policy server:

1. Go to the **Hosts > Host Inventory** page.

2. Select a host, and then at the far right, click ![Actions menu](https://files.readme.io/7e786057c4cd2715b1c16394e9f6577cbdb2bdba8d3b97783ee040203f8af3c1-icon-actions.png)  and select **Perform Host Actions**.

3. Select **Endpoint Privilege Management for Unix and Linux**, and then click **Next Step**.

4. Select **Uninstall**, and then click **Next Step**.

5. On the **Credential Selection** page, select a logon credential to access the remote system. If you cannot log on as root, then select one of the following to run the action with escalated privileges: **pbrun**, **sudo**, or **sudo su**. This might require choosing a second credential.

6. Review the **Summary** page, and then click **Finish**.

7. Review the **Task** page and verify the completed status of attempted actions under **Task Summary**.

8. To view more information about **Task Status**, click **Task Details**.

### Configure SIEM for EPM-UL server

> ℹ️
>
> To configure a SIEM connection, it must first be set up under **Settings** > **SIEM Connection**.

To configure SIEM for use with an EPM-UL server:

1. Go to the **Hosts > Host Inventory** page.

2. Select a host, and then at the far right, click ![Actions menu](https://files.readme.io/7e786057c4cd2715b1c16394e9f6577cbdb2bdba8d3b97783ee040203f8af3c1-icon-actions.png)  and select **Perform Host Actions**.

3. Select **Endpoint Privilege Management for Unix and Linux**, and then click **Next Step**.

4. Select **Configure a SIEM for use with one or more Endpoint Privilege Management for Unix and Linux servers**, and then click **Next Step**.

5. On the **Action Requirements** page, select a SIEM connection from the dropdown.

6. On the **Credential Selection** page, select a logon credential to access the remote system. If you cannot log on as root, then select one of the following to run the action with escalated privileges: **pbrun**, **sudo**, or **sudo su**. This might require choosing a second credential.

7. Review the **Summary** page, and then click **Finish**.

8. Review the **Task** page and verify the completed status of attempted actions under **Task Summary**.

9. To view more information about **Task Status**, click **Task Details**.

## Manage Solr

> ℹ️
>
> As of version 23.1, Solr is deprecated. EPM-UL no longer supports installing Solr, but features that use an existing Solr installation will continue to work.

## Deploy keyfiles

The **Deploy PMUL Network and REST encryption key files** action uses the network and encryption keys configured on the **Settings > Integration** page.

To deploy keyfiles:

1. Go to the **Hosts > Host Inventory** page.

2. Select a host, and then at the far right, click  ![Actions menu](https://files.readme.io/7e786057c4cd2715b1c16394e9f6577cbdb2bdba8d3b97783ee040203f8af3c1-icon-actions.png)  and select **Perform Host Actions**.

3. Select Endpoint Privilege Management for Unix and Linux, and then select **Next Step**.

4. Select **Deploy PMUL Network and REST encryption key files**, and then click **Next Step**.

5. On the **Credential Selection** page, select a logon credential to access the remote system. If you cannot log on as root, then select one of the following to run the action with escalated privileges: **pbrun**, **sudo**, or **sudo su**. This might require choosing a second credential.

6. Review the **Summary** page, and then click **Finish**.

7. Review the **Task** page and verify the completed status of attempted actions under **Task Summary**.

8. To view more information about **Task Status**, click **Task Details**.

## Delete hosts

The **Delete Host** action removes the selected host from the console database. No action is taken on the host nor on any credentials the console may have stored for it.

To delete a host:

1. Go to the **Hosts > Hosts Inventory** page.
2. Select the host you want to delete:
   * **Single host**: Select the host, and then at the far right, click  ![Actions menu](https://files.readme.io/7e786057c4cd2715b1c16394e9f6577cbdb2bdba8d3b97783ee040203f8af3c1-icon-actions.png) and select **Delete Hosts**.
   * **Multiple hosts**: For all hosts you want to delete, check the boxes on the left of the hostnames. From the **Actions** menu, select **Delete Hosts**.
3. To confirm, click **Delete**.

## View host details

You can view more information about host servers including errors and warnings for particular products deployed.

On the **Host Details** panel, you can manage the following settings:

* Configure the Endpoint Privilege Management for Unix and Linux (EPM-UL) **Rest API Time Correction**, which is the acceptable time offset between BeyondInsight for Unix & Linux (BIUL) and the EPM-UL host in seconds.

To view more information about a host:

1. On the **Hosts > Host Inventory** page, select a server, and then at the far right, click  ![Actions menu](https://files.readme.io/7e786057c4cd2715b1c16394e9f6577cbdb2bdba8d3b97783ee040203f8af3c1-icon-actions.png)  and then select **View Host Details**. At the top, general host details are displayed, including:
   * **Discovered**
   * **Last Profiled**
   * **IP**
   * **Operating System**
   * **Architecture**
   * **Default Gateway**
   * **Tags**
2. Select an entry in the **Host Details** panel to view details about the host collected by BIUL. Details on errors and warnings are included here, if any.

### REST API connectivity

BIUL automatically configures a REST connection to EPM-UL Policy Servers.

Note the following when using the REST API:

* REST API connections can only be made to a Policy Server with EPM-UL v 9.4 or later.
* REST connectivity does not open any firewall ports. This must be done by the user.
* By default, EPM-UL uses self-signed certificates. BIUL does not verify a certificate authority.

To assist in sourcing errors and troubleshooting connections, a task displays on the **Tasks** page. Additional troubleshooting information may be available on the **Host Details** page.

### Tag a discovered host

Tags are user-defined values that can be assigned to hosts to aid in filtering the discovered hosts in the **Hosts Inventory** grid. Tags are freely entered and as such allow the user to navigate to and manage hosts quickly.

> ✅ **Example**
>
> You can create a tag for all hosts in a group such as **Log Servers**. Assign that tag to the log servers in your environment. Tags can then be used for filtering throughout the application. To find the log servers in the **Hosts Inventory** grid, simply filter by the **Log Servers** tag.

#### Create a new tag

To create a new tag for a discovered host:

1. Go to **Hosts > Host Inventory** page.

2. Select a host, and then at the far right, click  ![Actions menu](https://files.readme.io/7e786057c4cd2715b1c16394e9f6577cbdb2bdba8d3b97783ee040203f8af3c1-icon-actions.png)  and select **View Host Details**.

3. Under **General Details**, type the desired tag name in the **Add tags** field, and press **Enter**.

#### Assign tags to hosts

To assign an existing tag to a discovered host:

1. Go to **Hosts > Host Inventory** page.

2. Select a host, and then at the far right, click  ![Actions menu](https://files.readme.io/7e786057c4cd2715b1c16394e9f6577cbdb2bdba8d3b97783ee040203f8af3c1-icon-actions.png)  and select **View Host Details**.

3. Under **General Details**, click the **Add tags** field and enter the tag name or scroll until you find the desired tag.

4. Select the tag to apply it to the host.

#### Filter hosts by tags

To filter discovered hosts by a specific tag:

1. Go to **Hosts > Host Inventory** page.
2. Click the **Tags** dropdown menu at the top of the **Host Inventory** grid.
3. Enter the tag name in the **Search Term** field and click **Update** to filter the results.

#### Delete an existing tag

To delete an existing tag on a discovered host:

1. Go to **Hosts > Hosts Inventory** page.

2. Select a host, and then at the far right, click  ![Actions menu](https://files.readme.io/7e786057c4cd2715b1c16394e9f6577cbdb2bdba8d3b97783ee040203f8af3c1-icon-actions.png)  and select **View Host Details**.

3. Under **General Details**, click the **Add tags** field, and scroll till you find the desired tag.

4. Click the **X** that appears beside the tag name to delete it from the list.

### Set up policy caching

A cached policy can be used when the client is offline and cannot connect to the policy server. Setting up policy caching is optional.

The following must be in place to activate policy caching:

* The policy server must allow caching of policy by clients. Set this option during the policy server installation or set **allowcaching** in the **pb.settings** file after installation.
* The client must enable caching of policy from the server. Set this option during the installation of the client.

Policy caching can be configured during policy server or client installations, if the installation template used:

* Includes installation of a policy server. Set the **Allow Caching** option.
* Includes installation of a submit host and run host, and the installation uses client registration. Set the **Enable caching** option.

Policy caching is not supported on license server installs.

Since one applies to policy servers and one applies to policy clients, an EPM-UL host would not typically have both **Allow Caching** and **Enable caching** set.

To view the status of policy caching:

1. Go to **Hosts > Hosts Inventory** page.

2. Select a host, and then at the far right, click  ![Actions menu](https://files.readme.io/7e786057c4cd2715b1c16394e9f6577cbdb2bdba8d3b97783ee040203f8af3c1-icon-actions.png)  and select **View Host Details**.

3. Under Endpoint Privilege Management for Unix and Linux, scroll to the **Configuration** section, and verify the values for **Policy Caching Allowed?** and **Policy Caching enabled?**