Checklist for enterprises

Here is a checklist designed to help IT administrators install and configure Remote Desktop Manager for the first time when working in an enterprise environment using a Devolutions Server or Devolutions Hub Business data source.

First download and install Remote Desktop Manager before proceeding.

Step 1 - Register your license Add your license to the data source. A Remote Desktop Manager Team Edition 30-day trial is available upon request.
Step 2 - Add your data source 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 - Enterprises.
Step 3 - Select your security provider Select your Security Provider 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. 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 to share the pre-configured version with your team.
Step 6 - Create users Remote Desktop Manager supports advanced user management. User accounts must be created manually by an administrator of the database.
Step 7 - Create user groups Create User Groups 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 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 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 into Remote Desktop Manager. You can import your sessions, logins, and contacts in a few steps.
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