> For the complete documentation index, see [llms.txt](https://docs.devolutions.net/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.devolutions.net/rdm/getting-started/checklist-for-solo-free-workspaces.md). # Checklist for Solo (Free) workspaces {% tabs %} {% tab title="Windows" %} {% embed url="" %} Here is a checklist designed to help IT administrators install and configure Remote Desktop Manager for their team with our native workspaces, Devolutions Server and Devolutions Cloud. [Download](https://devolutions.net/remote-desktop-manager/download/) and install Remote Desktop Manager before proceeding. | Checklist for native team workspaces | Description | | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | |

Step 1 - Register your license

| It is to possible to obtain 14-day [trials](https://docs.devolutions.net/rdm/support-resources/getting-started-packages/free-trials/) for the Devolutions ecosystem or a full version of Remote Desktop Manager. | | Step 2 - Add your workspace |

Warning: When choosing any workspace type that is not on-premises, you must consider the security of the data at rest and in transit. We strongly recommend that you further encrypt your data using a master key for file-based solutions or a security provider for Devolutions Server and Devolutions Cloud. This ensures that only you can read the data.
Upon first launch, Remote Desktop Manager uses a local SQLite workspace. The different workspaces are explained in Workspaces. For help selecting a workspace tailored to your needs, please see Select a Native Team workspace.

| | Step 3 - Select your security provider | Select your [security provider](https://docs.devolutions.net/rdm/commands/administration/security-providers/) before importing or creating any data in your database so nobody can read your entry configuration data, even when people have a direct access to your database. | | Step 4 - Create your folder structure | Top level folders are at the foundation of a solid security structure. Your folder structure (folder entries) should represent your company structure. For example, you can create a folder for your Production team, one for your Staging team and one for your Testing team. | | Step 5 - Create your default settings | In ***File*** – ***Settings***, you can set options for Remote Desktop Manager and create [default settings templates](https://docs.devolutions.net/rdm/commands/file/templates/default-settings/). Each entry type is supported and can have a default template defined to fit your requirements. After you configure the options, use the [custom installer](https://docs.devolutions.net/rdm/installation/client/custom-installer-service/) to share the pre-configured version with your team. | | Step 6 - Create users | Remote Desktop Manager supports advanced [user management](https://docs.devolutions.net/rdm/commands/administration/user-management/). User accounts must be created manually by an administrator of the database. | | Step 7 - Create user groups | Create [user groups](https://docs.devolutions.net/rdm/commands/administration/user-groups-management/) to manage your security system. You can then assign users to user groups, making it easy to grant permissions to a set of users instead of having to manage permissions individually. | | Step 8 - Create entries | An [entry](https://docs.devolutions.net/rdm/commands/edit/creating-new-entry/) is how you save information about your sessions (e.g., RDP, SSH), credentials, websites, VPNs, synchronizers, and documents. | | Step 9 - Grant permissions | Once your users are created, you can then grant [permissions](https://docs.devolutions.net/rdm/user-groups-based-access-control/permissions/) for user group-based access control. The permissions granted on the folder can be inherited by each entry set under that folder. | | Step 10 - Import your data | The final step is to [import your data](https://docs.devolutions.net/rdm/commands/file/import/) into Remote Desktop Manager. You can import your sessions, logins, and contacts in a few steps. | | {% endtab %} | | {% tab title="macOS" %} Here is a checklist to help you get started with a Solo (Free) workspace in Remote Desktop Manager. [Download](https://devolutions.net/remote-desktop-manager/download/) and install Remote Desktop Manager before proceeding. | Checklist for solo (free) workspaces | Description | | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | |

Step 1 - Register your license

| It is to possible to obtain 14-day [trials](https://docs.devolutions.net/rdm/support-resources/getting-started-packages/free-trials/) for the Devolutions ecosystem or a full version of Remote Desktop Manager. | | Step 2 - Add your workspace and set up your Devolutions Account and master key |

Warning: When choosing any workspace type that is not on-premises, you must consider the security of the data at rest and in transit. We strongly recommend that you further encrypt your data using a master key for file-based solutions or a security provider for advanced workspaces. This ensures that only you can read the data.
Upon first launch, Remote Desktop Manager uses a local SQLite workspace. The different workspaces are explained in Workspaces. For help selecting a workspace tailored to your needs, please see Select a Solo (Free) workspace type.

| | Step 3 - Set up a [file backup](https://docs.devolutions.net/rdm/commands/file/backup/backup-settings/?tab=macos) |

The File backup feature allows you to back up your SQLite or XML workspaces in a local file with a master key.

Set triggers to define when the backups should occur.

| | Step 4 - Create your default settings | In ***File – Settings***, you can create, modify, or reset [default settings](https://docs.devolutions.net/rdm/commands/file/templates/default-settings/) for your templates. Each entry type is supported and can have a default template defined to fit your requirements. | | Step 5 - Create your folder structure | Top level folders are at the foundation of a solid security structure. Your folder structure (folder entries) should represent your company structure. | | Step 6 - Import your data | The final step is to [import your data into Remote Desktop Manager](https://docs.devolutions.net/rdm/commands/file/import/). You can import your sessions, logins, and contacts in a few steps. | | {% endtab %} | | | {% endtabs %} | | --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://docs.devolutions.net/rdm/getting-started/checklist-for-solo-free-workspaces.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.