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Interactive Onboarding Demo
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Weekly Consultant Lead Onboarding Sessions
Join our weekly group onboarding sessions led by our consulting team.
Tap the image below or visit http://www.connectsecure.com/onboarding
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V4 Agent Prerequisites
We have a dedicated page with the V4 agent prerequisites for a smooth-running ConnectSecure agent and portal. This includes the Ports, IPs, Domain, and general whitelisting information.
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You should also check out the Agent Whitelisting by POD/Regionfor any policy updates required.
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Accessing ConnectSecure V4
The ConnectSecure portal is found here:
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If you have an account created but are having trouble logging in, please check out our user password and MFA reset guide; tap the link below.
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Onboarding Check List Table of Contents
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Setup Users and Security
- Navigate to Global > Settings > Users, where you can Add, Edit, and Delete user accounts.
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- Review our User Management and Security Guide here: https://cybercns.atlassian.net/wiki/x/uQDVfQ
- You can review your user account details in the User Avatar > Profile section, where you can add additional Passwords and Security options from the authentication portal Zitadel.
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Configure Global Settings
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Global Settings apply to all companies in your portal and auto-apply to any new ones created. |
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See the complete Global Settings documentation here: https://cybercns.atlassian.net/wiki/x/uICUgQ
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Configure Global Scheduler
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The Global Scheduler is where you can configure automatic jobs for Scans, Patching, and Reporting. Remember, you can also configure the Company Scheduler for company-level jobs if you do not want it globally. |
Navigate to Global > Settings > Scheduler to add, edit, and delete the settings.
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Scan Scheduler
- Configure Global Scan Scheduler
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NOTE: The lightweight scan is unavailable in the scheduler. It can be configured under the Settings tab for both Global and company-level options. See: https://cybercns.atlassian.net/wiki/spaces/CVB/pages/2173993144/Global+Settings#Scan-Time-Interval/ https://cybercns.atlassian.net/wiki/spaces/CVB/pages/2174716655/Company+Settings#Scan-Time-Interval |
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Patch Scheduler
- Configure Global Patch Scheduler
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Watch on YouTube: https://youtu.be/hZ-yjR08lWI |
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Report Scheduler
- Configure Global Report Scheduler
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Report Schedule Examples | ||
Report Schedule Name | Report Type | Frequency |
Monthly Assessment Report - All Companies | Monthly | |
Monthly External Scan Vulnerability Detailed | Word | Monthly |
Monthly Compliance Report | Word | Monthly |
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Company Management
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Companies can be created manually in the portal (Local) or imported from one of the support PSA Integrations using the import options. This does require an integration setup. It’s easier to create the local company first and then map the company to an integration later. |
Add Local Company
- Add Local Company
Refer to our KB for additional information and setup help: https://cybercns.atlassian.net/wiki/x/DQB0gQ
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Configure Company Settings
- Review and Update Company Settings
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Refer to our KB for additional information and setup help: https://cybercns.atlassian.net/wiki/x/74qfgQ
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Configure Company Discovery
- Review and Update Company Discovery
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Refer to our KB for additional information and setup help: https://cybercns.atlassian.net/wiki/spaces/CVB/pages/2102919235/Company+Agents#Discovery
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Configure Company External Asset(s)
- Review and Update Company External Asset Configurations
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Refer to our KB for additional information and setup help: Company External Assets
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Configure Company Scheduler
Review and update Company Scheduler options. If you have configured the Global Scheduler, you will see those options in the Company Scheduler window, as shown below. You may consider not setting a company-level schedule if you have it covered by the global.
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NOTE: You can view any inherited Global options within the company scheduler under ‘Is Global’  |
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Agent Deployment
- Prepare Company Agent Install Package
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To use the Probe Agent, you must map the Discovery Settings and Credentials section; tap below for the guide on converting a lightweight agent to a probe.
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Review Scan Results
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Now that we have configured all our settings and deployed agents, data should flow into our Assets, Vulnerabilities, Compliance, Active Directory, and PII modules where applicable.  |
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- Other Assets = Probe discovered assets not supported for vulnerability scanning; these assets are not counted towards your billable devices.
- Problems = Vulnerabilities. Instead of just dumping a list of CVEs, we classify them into our problem group categories; check our KB for the full listing: https://cybercns.atlassian.net/wiki/x/TgEUgg
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- Solutions = Remediation Plan. This is where you will find the proposed/recommended solutions to address the problem (CVEs) discovered by the scans. Check the KB/FIX column to see a URL or link to the source for a solution.
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This integration will also populate the Microsoft Secure Score data.
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Review Dashboard and Reporting
Now that you have collected data from the various scans use the dashboard and reporting to get the information into the hands of the people who matter.
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You can also use the in-app Company Dashboard and/or Global Dashboard to see your data in different views with additional filtering and sorting options in our dashboards.
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Need Onboarding Help?
We have an onboarding team dedicated to your success. Please use the link below to schedule a time that works for you. We will be happy to assist in your onboarding and answer any questions you have to get your implementation up and running smoothly.
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https://connectsecure.com/onboarding
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Need Support?
Contact our support team by sending an email to support@connectsecure.com or by visiting our Partner Portal, where you can create, view, and manage your tickets.
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