Online Help > Knowledge Base > Protocols and application > Remote Desktop Manager Online Help

Get Started with Remote Desktop Manager

2019-10-17

Description

 

Here's a checklist to help you and your team get started with Remote Desktop Manager.

 

Steps 1-5 configure the foundations of Remote Desktop Manager.

Next, make a custom installation package with these settings (Step 6) and share the *.msi or *.exe with the rest of your team.

Administrators: follow steps 7-10 to manage security and create entries.

 

CHECKLIST FOR TEAMS

Step 1 - Register your license


Step 2 - Add your Data Source (for teams)


Step 3 - Select your Security Provider


Step 4 - Configure Application Options & Default Settings


Step 5 - Create a Custom Installation Package


Step 6 - Data Source Settings (System Settings)


Step 7 - Organize Your Information: Vaults and Folders


Step 8 - Fill Your Vaults: Add Entries and Import Data


Step 9 - Add Roles


Step 10 - Add Users and Assign Them to Roles


Step 11 - Manage Access and Permissions


 

When adding a Data Source (on Step 2), pay close attention to your choice of settings, as these cannot be modified remotely once you've shared your installation package. For instance, the Caching mode is relevant to using the Offline mode. You should take a moment and think about the needs of your data source and select what is appropriate before moving on to exporting.