# Certero Documentation > Official product documentation for Certero - enterprise solutions for IT Asset Management (ITAM), Software Asset Management (SAM), FinOps cloud cost optimization, and SaaS Management. The Certero Unified Platform provides complete visibility and control across hardware, software, cloud, and SaaS estates. Sitemap: https://ai-docs.certero.com/sitemap.xml ## Certero Unified Platform (CUP) - [Certero Unified Platform Overview](https://ai-docs.certero.com/space/CUP/118001104/Certero+Unified+Platform): Core platform documentation hub - [New Menu Structure | v8](https://ai-docs.certero.com/space/CUP/118654294/New+Menu+Structure+%7C+v8): Platform navigation and interface guide - [Certero API](https://ai-docs.certero.com/space/CUP/118654329/Certero+API): REST API documentation for automation and integration - [Certero API as a Power BI Data Source](https://ai-docs.certero.com/space/CUP/118654832/Certero+API+as+a+Power+BI+Data+Source): Power BI integration guide ## CerteroX for Cloud Management (FinOps) - [CerteroX for Cloud Management](https://ai-docs.certero.com/space/CXCM/110625503/CerteroX+for+Cloud+Management): FinOps and cloud cost management overview - [Getting Started with CerteroX for Cloud Management](https://ai-docs.certero.com/space/CXCM/128417976/Getting+Started+with+CerteroX+for+Cloud+Management): Initial setup and onboarding - [Configuring Azure Data Sources](https://ai-docs.certero.com/space/CXCM/108298394/Configuring+Azure+Data+Sources): Azure cloud connector setup - [Configuring AWS Data Sources](https://ai-docs.certero.com/space/CXCM/108298468/Configuring+AWS+Data+Sources): AWS cloud connector setup - [Configuring GCP Data Sources](https://ai-docs.certero.com/space/CXCM/108298541/Configuring+GCP+Data+Sources): Google Cloud connector setup - [Cost Explorer](https://ai-docs.certero.com/space/CXCM/108298788/Cost+Explorer): Cloud cost analysis and reporting - [Cost Allocation](https://ai-docs.certero.com/space/CXCM/108298704/Cost+Allocation): Cost distribution and chargeback - [Optimization Insights](https://ai-docs.certero.com/space/CXCM/108299180/Optimization+Insights): Cloud resource optimization recommendations - [Anomaly Identification](https://ai-docs.certero.com/space/CXCM/108299060/Anomaly+Identification): Cost anomaly detection ## CerteroX for SaaS Management - [CerteroX for SaaS Management](https://ai-docs.certero.com/space/CXSM/110658272/CerteroX+for+SaaS+Management): SaaS discovery and management overview - [Getting Started with CerteroX for SaaS Management](https://ai-docs.certero.com/space/CXSM/108299493/Getting+Started+with+CerteroX+for+SaaS+Management): Initial setup guide - [Deploy the Browser Extension](https://ai-docs.certero.com/space/CXSM/108299546/Deploy+the+Browser+Extension): Browser extension deployment for SaaS discovery - [Applications](https://ai-docs.certero.com/space/CXSM/108299665/Applications): SaaS application tracking and management - [Subscriptions](https://ai-docs.certero.com/space/CXSM/108299737/Subscriptions): SaaS subscription management - [Entra Connector Setup](https://ai-docs.certero.com/space/CXSM/108299867/Entra+Connector+Setup): Microsoft Entra ID integration ## Connectors & Integrations - [Creating a Microsoft 365 Connector](https://ai-docs.certero.com/space/CUP/118918295/Creating+a+Microsoft+365+Connector+%7C+8.1.293.37300+and+above): M365 integration setup - [Creating a Azure Connector](https://ai-docs.certero.com/space/CUP/118654698/Creating+a+Azure+Connector+%7C+v8.1%2B): Azure resource discovery - [Creating a VMware Connector](https://ai-docs.certero.com/space/CUP/117932040/Creating+a+VMware+Connector+in+Certero%3A+Prerequisites+and+Steps): VMware vSphere integration - [Creating a Amazon Web Services (AWS) Connector](https://ai-docs.certero.com/space/CUP/118655211/Creating+a+Amazon+Web+Services+(AWS)+Connector): AWS integration - [Creating a Salesforce Connector](https://ai-docs.certero.com/space/CUP/118655049/Creating+a+Salesforce+Connector): Salesforce integration - [Creating a G Suite Connector](https://ai-docs.certero.com/space/CUP/118655040/Creating+a+G+Suite+Connector): Google Workspace integration - [Creating a Slack Connector](https://ai-docs.certero.com/space/CUP/118851861/Creating+a+Slack+Connector+%7C+v8%2B): Slack integration - [Creating a Zoom Connector](https://ai-docs.certero.com/space/CUP/118949942/Creating+a+Zoom+Connector+%7C+v8%2B): Zoom integration - [Creating a Okta Connector](https://ai-docs.certero.com/space/CUP/118917630/Creating+a+Okta+Connector+%7C+v8%2B): Okta identity integration - [Creating a Tableau Connector](https://ai-docs.certero.com/space/CUP/118656097/Creating+a+Tableau+Connector+%7C+v8.4%2B): Tableau integration - [Creating a Adobe Creative Cloud Connector](https://ai-docs.certero.com/space/CUP/118655487/Creating+a+Adobe+Creative+Cloud+Connector+%7C+v8.6%2B): Adobe CC integration - [Creating a Meraki Connector](https://ai-docs.certero.com/space/CUP/118917957/Creating+a+Meraki+Connector+%7C+v8.8%2B): Cisco Meraki integration ## Authentication & Security - [Authentication to Certero | v8.1 and above](https://ai-docs.certero.com/space/CUP/118656638/Authentication+to+Certero+%7C+v8.1+and+above): Authentication methods overview - [Using Entra SAML 2.0 to authenticate](https://ai-docs.certero.com/space/CUP/118851264/Using+Entra+SAML+2.0+to+authenticate+access+to+Certero+%7C+v8.1): Microsoft Entra ID SSO - [Using Okta SAML 2.0 to authenticate](https://ai-docs.certero.com/space/CUP/118851211/Using+Okta+SAML+2.0+to+authenticate+access+to+Certero+%7C+v8.1): Okta SSO configuration - [Using PingOne SAML 2.0 to authenticate](https://ai-docs.certero.com/space/CUP/118654547/Using+PingOne+SAML+2.0+to+authenticate+access+to+Certero+%7C+v8.1): PingOne SSO - [Using Active Directory Federated Services](https://ai-docs.certero.com/space/CUP/118655423/Using+Active+Directory+Federated+Services+to+Authenticate+to+Certero+%7C+v8): AD FS authentication - [How to configure Certero to use HTTPS](https://ai-docs.certero.com/space/CUP/118656459/How+to+configure+Certero+to+use+HTTPS): SSL/TLS configuration - [Certero Role Permissions](https://ai-docs.certero.com/space/CUP/118917234/Certero+Role+Permissions): Role-based access control ## Inventory & Data Collection - [Windows Discovery - Security Requirements](https://ai-docs.certero.com/space/CUP/118918325/Windows+Discovery+-+Security+Requirements+%7C+v8%2B): Windows inventory prerequisites - [Permissions needed to inventory Windows systems](https://ai-docs.certero.com/space/CUP/118656356/Permissions+needed+to+inventory+Windows+systems): Required permissions - [How to inventory stand-alone Windows systems](https://ai-docs.certero.com/space/CUP/118655692/How+to+inventory+stand-alone+Windows+systems+%7C+v8%2B): Standalone Windows inventory - [How to inventory a stand-alone Linux system](https://ai-docs.certero.com/space/CUP/118918046/How+to+inventory+a+stand-alone+Linux+system+%7C+v8%2B): Linux inventory guide - [How to use the Linux and Unix inventory scripts as a Pseudo Agent](https://ai-docs.certero.com/space/CUP/118918774/How+to+use+the+Linux+and+Unix+inventory+scripts+as+a+Pseudo+Agent+%7C+v8%2B): Unix/Linux script-based inventory - [Certero client agent command line switches](https://ai-docs.certero.com/space/CUP/118655635/Certero+client+agent+command+line+switches): Agent CLI options - [Deployment of the Certero macOS Agent](https://ai-docs.certero.com/space/CUP/118656733/Deployment+of+the+Certero+macOS+Agent+Using+3rd+Party+Tools+%7C+v8.8%2B): macOS agent deployment - [What version of Operating Systems does inventory work with](https://ai-docs.certero.com/space/CUP/118657378/What+version+of+Operating+Systems+does+inventory+work+with+%7C+v8%2B): Supported OS versions ## Software Asset Management - [Managing Microsoft SQL Server Licenses](https://ai-docs.certero.com/space/CUP/118853091/Managing+Microsoft+SQL+Server+Licenses+%7C+v6.1+and+above): SQL Server license management - [Managing Microsoft Windows Server Licensing](https://ai-docs.certero.com/space/CUP/118918646/Managing+Microsoft+Windows+Server+Licensing+%7C+v6.1+and+above): Windows Server licensing - [Importing Microsoft License Statements](https://ai-docs.certero.com/space/CUP/118853100/Importing+Microsoft+License+Statements+%7C+v6.1+and+above): Microsoft license import - [Microsoft 365 - Optimizations](https://ai-docs.certero.com/space/CUP/118853969/Microsoft+365+-+Optimizations): M365 license optimization - [How do I Import my License Entitlement?](https://ai-docs.certero.com/space/CUP/118852433/How+do+I+Import+my+License+Entitlement%3F): License entitlement import - [Using Zones to Manage License Pools](https://ai-docs.certero.com/space/CUP/118656720/Using+Zones+to+Manage+License+Pools+%7C+v8%2B): License pool management ## Oracle License Management - [What permissions does Certero for Oracle need](https://ai-docs.certero.com/space/CUP/118918514/What+permissions+does+Certero+for+Oracle+need+to+perform+an+inventory+of+an+Oracle+Database%3F): Oracle inventory permissions - [Oracle Database Connection Status Meanings](https://ai-docs.certero.com/space/CUP/118655760/Oracle+Database+Connection+Status+Meanings): Oracle connection troubleshooting - [Creating processor types for Oracle hosts](https://ai-docs.certero.com/space/CUP/118852596/Creating+processor+types+for+Oracle+hosts+%7C+v5.3+and+above): Oracle processor configuration ## Dashboards & Reporting - [Dashboard Management | v8.1+](https://ai-docs.certero.com/space/CUP/118949517/Dashboard+Management+%7C+v8.1%2B): Dashboard administration - [Managing Dashboards | v8+](https://ai-docs.certero.com/space/CUP/118949783/Managing+Dashboards+%7C+v8%2B): Dashboard configuration - [How to Create a Report | v8.1+](https://ai-docs.certero.com/space/CUP/118949365/How+to+create+a+Report+%7C+v8.1%2B): Report creation guide - [How to Create a Trend](https://ai-docs.certero.com/space/CUP/116162621/How+to+Create+a+Trend): Trend analysis setup - [How to add a Chart to a Dashboard](https://ai-docs.certero.com/space/CUP/116817921/How+to+add+a+Chart+to+a+Dashboard): Dashboard chart widgets ## Administration & Deployment - [Standalone Endpoint Server Configuration](https://ai-docs.certero.com/space/CUP/118654808/Standalone+Endpoint+Server+Configuration+Version+%7C+8.4%2B): Endpoint server setup - [How to deploy additional Endpoint Servers](https://ai-docs.certero.com/space/CUP/118918719/How+to+deploy+additional+Endpoint+Servers): Scaling endpoint servers - [Installation of Certero Provisioning Services](https://ai-docs.certero.com/space/CUP/119832721/Installation+of+Certero+Provisioning+Services): Provisioning services setup - [Migrating to a new SQL instance](https://ai-docs.certero.com/space/CUP/118917838/Migrating+to+a+new+SQL+instance+%7C+v8.4%2B): Database migration guide - [How to perform a Backup of a Certero On-Premises platform](https://ai-docs.certero.com/space/CUP/125108713/How+to+perform+a+Backup+of+a+Certero+On-Premises+platform): Backup procedures - [How to perform a Restore of a Certero On-Premises platform](https://ai-docs.certero.com/space/CUP/119865607/How+to+perform+a+Restore+of+a+Certero+On-Premises+platform): Restore procedures - [What communications ports are used by Certero?](https://ai-docs.certero.com/space/CUP/118852442/What+communications+ports+are+used+by+Certero%3F): Network port requirements ## Other Products - [Certero for Mobile](https://ai-docs.certero.com/space/CFM/120359229/Certero+for+Mobile): Mobile device management documentation - [PowerStudio](https://ai-docs.certero.com/space/PowerStudi/120358027/PowerStudio): Power management and PC lifecycle - [Passworks](https://ai-docs.certero.com/space/Passworks/120390795/Passworks): Password self-service documentation ## Optional - [Certero Announcements](https://ai-docs.certero.com/space/CA/119868498/Certero+Announcements): Product announcements and updates - [Certero Technical Support Policy](https://ai-docs.certero.com/space/CGD/118916564/Certero+Technical+Support+Policy): Support policy information - [Certero End User License Agreement (EULA)](https://ai-docs.certero.com/space/CGD/118916633/Certero+End+User+License+Agreement+(EULA)): License agreement - [Certero Maintenance & Support Agreement](https://ai-docs.certero.com/space/CGD/118916656/Certero+Maintenance+%26+Support+Agreement): Support agreement terms - [Certero Data Processing Addendum (DPA)](https://ai-docs.certero.com/space/CGD/118949099/Certero+Data+Processing+Addendum+(DPA)): Data processing terms - [What is the process when raising a ticket?](https://ai-docs.certero.com/space/CUP/118657331/What+is+the+process+when+raising+a+ticket%3F): Support ticket process - [Which browsers does Certero support?](https://ai-docs.certero.com/space/CUP/118655924/Which+browsers+does+Certero+support%3F): Browser compatibility