Checklist for individuals - Devolutions Documentation

Here is a checklist to help you get started with Remote Desktop Manager for individuals.

First download and install Remote Desktop Manager before proceeding.

CHECKLIST FOR INDIVIDUALS (TEAM EDITION)	DESCRIPTION
Step 1 - Register your license Team registration Trial request	Remote Desktop Manager Team Edition grants you a 30-day trial. 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 your Devolutions Online backup	Devolutions Online backup allows you to securely back up your information for selected data sources. The backup is automatically executed 30 seconds after any modifications made to the data source content. It is a best practice to always back up your data source.
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 INDIVIDUALS (TEAM EDITION)	DESCRIPTION
Step 1 - Register your license Team registration Trial request	Remote Desktop Manager Team Edition grants you a 30-day trial. 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 your Devolutions Online backup	Devolutions Online backup allows you to securely back up your information for selected data sources. The backup is automatically executed 30 seconds after any modifications made to the data source content. It is a best practice to always back up your data source.
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.