Checklist for enterprises

Here is a checklist designed to help IT administrators install and configure Remote Desktop Manager macOS 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 macOS 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 macOS uses an SQLite data source. The different data sources are explained in Data Source Types. 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 – Preferences, you can set options for Remote Desktop Manager macOS and create default settings templates. Each entry type is supported and can have a default template defined to fit your requirements.
Step 6 - Create users Remote Desktop Manager macOS 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.