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This onboarding guide is for users who already have set up access to their ConnectSecure portal. If you do not have access to your ConnectSecure portal, please get in touch with your admin and ask that they create a User account. Tap the link below to access the ‘Add New User’ guide. You can also contact our Support Team for login assistance by emailing support@connectsecure.com. Include your email and tenant name used for login. |
Join us for our weekly product walk-through and onboarding:
ConnectSecure Group Onboarding
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V4 Partner Onboarding Guide - Table of Contents
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Prerequisites
We have a dedicated page with the prerequisites for a smooth-running ConnectSecure agent and portal.
Please refer to this page before completing your onboarding: V4 Agent Prerequisites
This includes the Ports, IPs, Domain, and general whitelisting information.
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Accessing ConnectSecure V4
Zitadel Authentication Portal Access
This is the authentication front end where you can manage and view your user account connected to the ConnectSecure V4 application.
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You can use a local password, Passwordless, or Multifactor Authentication.
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ConnectSecure V4 Portal Access
The ConnectSecure V4 portal sign-in can be found here: https://portal.myconnectsecure.com/sign-in.
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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. Still having trouble? Get in touch with our Support team by emailing support@connectsecure.com |
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If you see data in your V4 portal, it may have been replicated from your previous V3 instance. For more information, see V3 to V4 Replication Information |
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ConnectSecure Onboarding Checklist
Review and Update User Management and Security Roles
Review and Update Global Settings
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Review and Update Global Integrations
Deploy Agent(s) and Configure Probe(s)
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Review and Update Global Scheduler
- Scan Scheduler
- Patch Scheduler
- Report Scheduler
Review Scan Results
- Global Problems / Company Problems
- Global Solutions / Company Solutions
- Global Pending OS Patches
- Global Ports / Company Ports
- Global External Assets / Company External Assets
- Global Application Baseline Results
- Global Certificates / Company Certificates
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1 - Users and Security
Before starting your ConnectSecure portal, you should ensure your Users and Security options have been reviewed and configured. We have a full guide built that covers this in detail at the link below:
V4 User Management and Security
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2 - Global Settings
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Global settings apply to all companies added to the ConnectSecure portal. Each section should be reviewed for accuracy. |
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Guide | Link |
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Global Level Settings | https://cybercns.atlassian.net/wiki/spaces/CVB/pages/2099216723/Global+Dashboard#Global-Settings |
Company Level Settings | https://cybercns.atlassian.net/wiki/spaces/CVB/pages/2102919169/Company+Dashboard#Company-Settings |
Global Timezone Settings |
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3 - Companies
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Companies include your company, test companies, production customers, or prospects. You can create a company using the Local or PSA method. Local = a company made directly inside of the ConnectSecure portal. PSA = a company imported from a supported integration; see Category: PSAfor a complete listing of our currently supported PSA integrations. |
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4 - Integrations
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Integrations are the API-driven connections between ConnectSecure and third-party products. |
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We have documentation for each integration here: V4 Integration Setup Guides Integrations (Global)
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5 - Agent Deployment
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ConnectSecure offers two types of agents, Lightweight and Probe that can be deployed based on the network, restrictions, and network access level. Lightweight ('LWA') = scans just the asset the remote agent is installed on; does not scan outside the boundaries of the local asset. This is the default agent type for all agent installations for V4. Probe = scans the remote asset it’s installed on; also can scan the network based on provided discovery settings (IP Ranges and Credentials) |
Scan Results | Lightweight Agent vs Probe Agent V4 Agent Types | |
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Lightweight Agent (default) | Ciphers, Compliance Report Card, External/Internal Ports, Firewall Rules, Hardware Specs, OS Info, Patches, Security Repot Card, Services, Software Inventory, Unquoted Service Path, User Shares, Users, and Vulnerabilities |
Probe Agent | Scans for everything included with LWA above, as well as Network Scan FIndings (which populate the Global and Network Vulnerabilities) |
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Probe agent scanning can be done manually or configured on the Global Scheduler for automated scan jobs. Check the table below for a guide.
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Guide | Link |
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Agent Types | |
V4 Agent Prerequisites | |
Supported Operating Systems | |
Convert LWA to Probe Agent | |
Global LWA Scan Interval | |
Global Scan Scheduler | https://cybercns.atlassian.net/wiki/spaces/CVB/pages/2102198449/Global+Scheduler#Scan-Scheduler |
Company Agents |
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6 - Scheduler
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The scheduler is where you will create automatic schedules to run for Scans, Patches, and Reports. |
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The Scheduler is available from the Global > Assets modules. |
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Guide | Link |
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Global Scheduler Home | |
Scan Scheduler | https://cybercns.atlassian.net/wiki/spaces/CVB/pages/2102198449/Global+Scheduler#Scan-Scheduler |
Patch Scheduler | https://cybercns.atlassian.net/wiki/spaces/CVB/pages/2102198449/Global+Scheduler#Patch-Scheduler |
Report Scheduler | https://cybercns.atlassian.net/wiki/spaces/CVB/pages/2102198449/Global+Scheduler#Report-Scheduler |
Scan Types |
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7 - Scan Results
Now that you have your companies created, agents deployed, and schedules configured, you should start to see the scan results populate all the various screens depending on the scope of the scans.
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Module (Location) | Link |
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Assets > Assets | |
Assets > Firewalls | |
Assets > Problems | |
Assets > Solutions | |
Assets > Pending OS Patches | |
Assets > Ports | |
Assets > External Assets | |
Assets > Patch Management | |
Assets > Application Baseline Results | |
Assets > Attack Surface Mapper | |
Assets > Certificates | |
Vulnerabilities > All (App + Network) | |
Vulnerabilities > Application | |
Vulnerabilities > Network | |
Compliance > Standards | |
Active Directory > Problems | |
Active Directory > AD Summary | |
Active Directory > AD Audit | |
Azure AD Summary | |
Active Directory > Active Directory | |
Azure Active Directory | |
Microsoft Secure Score | |
PII |
The scan results data is also available in all our built-in Company Dashboards, Standard Reports, and Report Builder. Check below for additional information.
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8 - Reporting
Now that you have collected data from the various scans use the reporting to get the information into the hands of the people who matter.
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Any report can be scheduled for automatic delivery to your email inbox or through various integration points using the Scheduler or Reports Integrations.
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 that is dedicated to your success. Please use the link below to schedule a time that works for you, and we will be happy to assist in your onboarding and answer any questions you have to get your implementation up and running smoothly.
https://calendly.com/connectsecure-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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