Checklist for individual data sources - Devolutions Documentation

Here is a checklist to help you get started with an individual data source in Remote Desktop Manager.

Download and install Remote Desktop Manager before proceeding.

CHECKLIST FOR INDIVIDUAL DATA SOURCES	DESCRIPTION
Step 1 - Register your license Registration Trial request	Add your license to the data source. A 30-day trial is available upon request. If you decide not to register by the end of the trial, your data will not be altered or erased, and you will have full access to it once you provide a license key.
Step 2 - Add your data source and set up your Devolutions Account and master key	Warning: When choosing any data source 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 data sources. This ensures that only you can read the data. Upon first launch, Remote Desktop Manager uses a local SQLite data source. The different data sources are explained in Data Sources. For help selecting a data source tailored to your needs, please see Select a data source type – Individuals.
Step 3 - Set up a file backup	The File backup feature allows you to back up your SQLite or XML data sources 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 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. You can import your sessions, logins, and contacts in a few steps.

CHECKLIST FOR INDIVIDUAL DATA SOURCES	DESCRIPTION
Step 1 - Register your license Registration Trial request	Add your license to the data source. A 30-day trial is available upon request. If you decide not to register by the end of the trial, your data will not be altered or erased, and you will have full access to it once you provide a license key.
Step 2 - Add your data source and set up your Devolutions Account and master key	Warning: When choosing any data source 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 data sources. This ensures that only you can read the data. Upon first launch, Remote Desktop Manager uses a local SQLite data source. The different data sources are explained in Data Sources. For help selecting a data source tailored to your needs, please see Select a data source type – Individuals.
Step 3 - Set up a file backup	The File backup feature allows you to back up your SQLite or XML data sources 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 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. You can import your sessions, logins, and contacts in a few steps.