Local workspace configuration checklist

Here is a checklist to help you get started with a local workspace in Remote Desktop Manager.

Download and install Remote Desktop Manager before proceeding.

Windows

Checklist for local workspaces	Description
Step 1 - Register your license Registration Free trials	It is to possible to obtain 14-day trials for the Devolutions platform 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 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.

macOS