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.
| CHECKLIST FOR ENTERPRISES | DESCRIPTION |
|---|---|
| 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. |