# Online Guide This guide will help you understand the basics for Summary Server and Probe Server setup. Configure the below mentioned settings to start your endpoint management seamlessly. ## Summary Server ### Administration 1. Admins can perform User Administration settings from Summary Server console. Visit this [page](https://www.manageengine.com/products/desktop-central/help/configuring_desktop_central/user_role_and_permission.html) to know more about the user roles and permissions in Endpoint Central. 2. [Credential Manager](https://www.manageengine.com/products/desktop-central/help/configuring_desktop_central/credential_manager.html) settings can be configured both in Summary Server and Probe Server 3. Create an [Exceptions list](https://www.manageengine.com/products/desktop-central/help/configuring_desktop_central/exceptions-list.html) for Summary Server and Probe Server(s) individually. ### Scope of Management 1. Admins can [add Domain/Workgroup](https://www.manageengine.com/products/desktop-central/help/configuring_desktop_central/adding_domain_workgroup.html) either in Summary Server or Probe Server 2. Configure [Agent Settings](https://www.manageengine.com/products/desktop-central/help/configuring_desktop_central/configuring_agent_tray_icon_settings.html) in Summary Server console ### Server 1. [Mail Server Settings](https://www.manageengine.com/products/desktop-central/help/configuring_desktop_central/configuring_mail_server.html) can be configured in Summary Server and Probe Server 2. [Server Settings](https://www.manageengine.com/products/desktop-central/help/configuring_desktop_central/configuring_mail_server.html) is recommended to be configured in Summary Server 3. [NAT Settings](https://www.manageengine.com/products/desktop-central/help/configuring_desktop_central/configuring_nat_settings.html) to be configured in both Summary Server and Probe Server ### Security 1. [Export Settings](https://www.manageengine.com/products/desktop-central/help/reports/desktop-central-reports.html#export-settings) can be configured in Summary Server 2. [Import SSL Certificates](https://www.manageengine.com/products/desktop-central/help/configuring_desktop_central/importing_ssl_certificates.html) can be configured in Summary Server and Probe Server ### Database 1. [Remote DB access](https://www.manageengine.com/products/desktop-central/help/configuring_desktop_central/remote_db_access.html) can be configured in Summary Server and Probe Server 2. [MSSQL Migration](https://www.manageengine.com/products/desktop-central/using-mssql-database-how-to.html) settings can be configured in Summary Server and Probe Server 3. It is recommended to configure [Schedule DB backup](https://www.manageengine.com/products/desktop-central/help/misc/desktop_central_data_backup_restore.html) in Summary Server ### Patch Management 1. [Proxy Settings](https://www.manageengine.com/products/desktop-central/help/configuring_desktop_central/configuring_proxy_server.html) can be configured in Summary Server and Probe Server 2. Configure [System Health Policy](https://www.manageengine.com/products/desktop-central/help/configuring_desktop_central/configuring_system_health_policy.html) in Summary Server 3. Configure [Patch Database settings](https://www.manageengine.com/products/desktop-central/help/configuring_desktop_central/vulnerability_db_synchronization.html) in Summary Server ### Tools 1. [Port Settings](https://www.manageengine.com/products/desktop-central/help/remote_desktop_sharing/remote_desktop_sharing_configuring_settings.html) can be configured in Summary Server and Probe Server 2. [System Manager Settings](https://www.manageengine.com/products/desktop-central/help/windows_system_tools/system_manager.html#system-manager-settings) can be configured in Summary Server ### Reports 1. [Report settings](https://www.manageengine.com/products/desktop-central/help/reports/desktop-central-reports.html#report-settings) can be configured in Summary Server and Probe Server ### Integrations 1. It is recommended to configure [Helpdesk Integration settings](https://www.manageengine.com/products/desktop-central/help/configuring_desktop_central/configuring_help_desk_integration.html) in Summary Server ### Value-added settings 1. Configure [Two-factor authentication](https://www.manageengine.com/products/desktop-central/secure-access-using-google-authenticator.html) in Summary Server 2. Configure [Automatic server maintenance](https://www.manageengine.com/products/desktop-central/server-maintenance.html) in Summary Server and Probe Server 3. [Optimize Database](https://www.manageengine.com/products/desktop-central/help/configuring_desktop_central/db_optimization.html) in Summary Server and Probe Server 4. Configure [SAML authentication](https://www.manageengine.com/products/desktop-central/help/configuring_desktop_central/saml-authentication-with-sso.html) in Summary Server and Probe Server ## Probe Server ### Administration 1. [Credential Manager](https://www.manageengine.com/products/desktop-central/help/configuring_desktop_central/credential_manager.html) settings can be configured both in Summary Server and Probe Server 2. Create an [Exceptions list](https://www.manageengine.com/products/desktop-central/help/configuring_desktop_central/exceptions-list.html) for Summary Server and Probe Server(s) individually. ### Scope of Management 1. Admins can [add Domain/Workgroup](https://www.manageengine.com/products/desktop-central/help/configuring_desktop_central/adding_domain_workgroup.html) either in Summary Server or Probe Server 2. Configure [Agent Settings](https://www.manageengine.com/products/desktop-central/help/configuring_desktop_central/configuring_agent_tray_icon_settings.html) in Summary Server console 3. Configure [Replication Policy](https://www.manageengine.com/products/desktop-central/distribution-server-data-replication.html) for branch offices 4. Configure [APNS](https://www.manageengine.com/products/desktop-central/mdm/mdm_creating_apns_certificate.html) for iOS management ### Server 1. [Mail Server Settings](https://www.manageengine.com/products/desktop-central/help/configuring_desktop_central/configuring_mail_server.html) can be configured in Summary Server and Probe Server 2. [Server Settings](https://www.manageengine.com/products/desktop-central/help/configuring_desktop_central/configuring_mail_server.html) is recommended to be configured in Summary Server 3. [NAT Settings](https://www.manageengine.com/products/desktop-central/help/configuring_desktop_central/configuring_nat_settings.html) to be configured in both Summary Server and Probe Server ### Security 1. [Export Settings](https://www.manageengine.com/products/desktop-central/help/reports/desktop-central-reports.html#export-settings) can be configured in Summary Server 2. [Import SSL Certificates](https://www.manageengine.com/products/desktop-central/help/configuring_desktop_central/importing_ssl_certificates.html) can be configured in Summary Server and Probe Server ### Database 1. [Remote DB access](https://www.manageengine.com/products/desktop-central/help/configuring_desktop_central/remote_db_access.html) can be configured in Summary Server and Probe Server 2. [MSSQL Migration](https://www.manageengine.com/products/desktop-central/using-mssql-database-how-to.html) settings can be configured in Summary Server and Probe Server ### Patch Management 1. [Proxy Settings](https://www.manageengine.com/products/desktop-central/help/configuring_desktop_central/configuring_proxy_server.html) can be configured in Summary Server and Probe Server 2. Configure [Approval Settings](https://www.manageengine.com/products/desktop-central/help/patch_management/enable_patch_approval.html) in Probe Server 3. Configure [Patch Cleanup Settings](https://www.manageengine.com/products/desktop-central/help/patch_management/viewing_downloaded_patches.html#Configuring_Patch_Clean_Up_Settings) in Probe Server ### Software Deployment 1. [Self-service portal settings](https://www.manageengine.com/products/desktop-central/help/software_installation/self_service_portal.html) can be configured in Probe Server ### Asset Management 1. [Scan Settings](https://www.manageengine.com/products/desktop-central/help/inventory/asset-scan-settings.html) can be configured in Probe Server 2. [Configure E-mail alerts](https://www.manageengine.com/products/desktop-central/help/inventory/asset-scan-settings.html) from Probe Server ### Configurations 1. [Configuration settings](https://www.manageengine.com/products/desktop-central/help/configuration_templates/configuration_expiry_and_trash_view.html) can be configured in Probe Server ### Tools 1. [Port Settings](https://www.manageengine.com/products/desktop-central/help/remote_desktop_sharing/remote_desktop_sharing_configuring_settings.html) can be configured in Summary Server and Probe Server ### Reports 1. [Active Directory report settings](https://www.manageengine.com/products/desktop-central/help/configuring_desktop_central/configuring_active_directory_update_interval.html) can be configured in Probe Server 2. [Report settings](https://www.manageengine.com/products/desktop-central/help/reports/desktop-central-reports.html#report-settings) can be configured in Summary Server and Probe Server ### Mobile Device Management 1. Create [APNS certificate](https://www.manageengine.com/products/desktop-central/help/configuring_desktop_central/configuring_help_desk_integration.html) for mobile device management ### Value-added settings 1. Create [Custom Groups](https://www.manageengine.com/products/desktop-central/help/configuring_desktop_central/creating_custom_groups.html) in Probe Server 2. Configure [Automatic server maintenance](https://www.manageengine.com/products/desktop-central/server-maintenance.html) in Summary Server and Probe Server 3. [Optimize Database](https://www.manageengine.com/products/desktop-central/help/configuring_desktop_central/db_optimization.html) in Summary Server and Probe Server 4. Configure [Secure Gateway Server](https://www.manageengine.com/products/desktop-central/secure-communication-of-mobile-users-using-forwarding-server.html) 5. Configure [SAML authentication](https://www.manageengine.com/products/desktop-central/help/configuring_desktop_central/saml-authentication-with-sso.html) in Summary Server and Probe Server