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Checklist for Teams

2019-11-28

Here's a checklist to help you get started with Remote Desktop Manager when working in a team environment.

 

CHECKLIST FOR TEAMS

Step 1 - Register your license.


Step 2 - Add your Data Source (for teams).


Step 3 - Select your Security Provider.


Step 4 - Create your folder structure.


Step 5 - Create your Default Settings.


Step 6 - Create Users.


Step 7 - Create Roles.


Step 8 - Create Entries.


Step 9 - Grant Permissions.


Step 10 - Import your Data.


 

Register Remote Desktop Manager

Remote Desktop Manager Enterprise Edition grants you a 30 day trial. Refer to the procedure in the Registration Enterprise Edition topic to register your license key. If you decide not to register by the end of the 30 day trial, your data will not be altered or erased, and you will have full access to it once you provide a license key. Please consult our Free Edition or Enterprise Edition topic to register.

 

Add a data source

When choosing any data source type that is not on-premises, you need to think about the safety of the data at rest and during transport. We strongly recommend that you further encrypt your data by applying a master key for file-based solutions, or a Security Provider for Advanced Data Sources. This ensures only you can read the data.

 

Upon first launch, Remote Desktop Manager uses a local SQLite data source. Learn more about adding your own Data Source.

For help selecting a data source tailored to your needs, please see Choosing your data source (Teams).

 

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.

 

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.

 

Create your Default Settings

In File - Options 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.

 

Create Users

Remote Desktop Manager supports advanced User Management. User accounts must be created manually by an administrator of the database.

 

Create Roles

Create Roles to easily manage your security system. You can then assign users to Roles, making it easy to grant permissions to a set of users instead of having to manage permissions individually.

 

Create Entries

An Entry is how you save information about your sessions (e.g. RDP, SSH connections), credentials, websites, VPNs, Synchronizers and documents.

 

Grant permissions

Once your users are created you can then grant Permissions for role-based access control. The permissions granted on the folder can be inherited by each entry set under that folder.

 

Import your data

The final step is to Import all of your data into Remote Desktop Manager. You can import your sessions, logins and contacts in a few easy steps.