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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.
Please refer to this page before completing your onboarding: V4 Agent Configurations
Accessing ConnectSecure V4
The ConnectSecure portal is 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:
https://portal.myconnectsecure.com/sign-in
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If you |
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know your tenant's name, you can use the direct link here: |
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Onboarding Check List Table of Contents
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com/sign-in?tenant_name=CHANGEME ** Replace the CHANGEME with your tenant name ** |
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 Password and Security options.
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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. |
Navigate to Global > Settings > Global Settings and review the options.
While most of the default options will suffice, reviewing each one is important to become familiar with what's available and set by default.
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We recommend you check at least the following global default settings: |
See the full Global Settings documentation here: https://cybercns.atlassian.net/wiki/x/uICUgQ
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. |
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Scan Scheduler
- Configure Global Scan Scheduler
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- 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. |
- Review Global Settings: Before adding companies to the portal, navigate to Global > Settings > Global Settings to review the available options and make any desired changes.
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Reviewing each one is important to become familiar with what's available and set by default.
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
Refer to our KB for additional information and setup help if needed: https://cybercns.atlassian.net/wiki/spaces/CVB/pages/2102198449/Global+Scheduler#Scan-Scheduler
Below is a sample scan recommendation.
Scan Scheduler Examples | ||||
Scan Job Name | Scan Type | Frequency | Target Time | Agent Type |
Daily Full Scan - All Companies (Includes Active Directory, Compliance, Firewall, and Network Scans) | Full Scan | Once Per Day | During business hours, we want assets to be online for scanning | Probe |
Daily ASM Scan - All Companies | Attack Surface Mapper | Once Per Day | After hours, any time | Non-Agent Scan |
Daily External Scan - All Companies | External Scan | Once Per Day | After hours, any time | Non-Agent Scan |
Weekly Compliance Scan - All Companies (Only needed if you are not using the Probe - Full Scan option) | Compliance | Once Per Week | During business hours, we want assets to be online for scanning | Lightweight or Probe Agent |
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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. |
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Below is a sample scan recommendation.
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Automated Scan Schedule Recommendations
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Scan Job Name
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Scan Type
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Frequency
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Target Time
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Agent Type
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Daily Full Scan - All Companies
(Includes Active Directory, Compliance, Firewall, and Network Scans)
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Full Scan
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Once Per Day
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During business hours, we want assets to be online for scanning
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Probe
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Daily ASM Scan - All Companies
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Attack Surface Mapper
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Once Per Day
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After hours, any time
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Non-Agent Scan
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Daily External Scan - All Companies
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External Scan
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Once Per Day
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After hours, any time
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Non-Agent Scan
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Daily Compliance Scan - All Companies
(Only needed if you are not using the Probe - Full Scan option)
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Compliance
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Once Per Day
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During business hours, we want assets to be online for scanning
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Lightweight or Probe Agent
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NOTE: The lightweight agent scan interval is configured under the Global Settings or Company Settings menu; the LWA scan type is unavailable in the scheduler. |
Patch Scheduler
- Configure Global Patch Scheduler
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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
This is where you configure automatic patching for Applications (third-party) and Operating Systems (OS). You can use one or both of the patching types. If you plan to use both Application and OS patching, you will build at least one schedule for each.
Refer to our KB for additional information and setup help: https://cybercns.atlassian.net/wiki/spaces/CVB/pages/2102198449/Global+Scheduler#Patch-Scheduler
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You may consider not configuring Patch Scheduler globally but on a per-company basis. The Company vs Global Scheduler can be used to balance these requirements. |
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Patch Status must be enabled at the Global or Company Settings to use patching. See https://cybercns.atlassian.net/wiki/spaces/CVB/pages/2173993144/Global+Settings#Patching-Statusor https://cybercns.atlassian.net/wiki/spaces/CVB/pages/ |
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NOTE: You may consider not configuring Patch Scheduler globally but on a per-company basis. The Company vs Global Scheduler can be used to balance these requirements.2174716655/Company+Settings#Patching-Status |
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Check out our Patch Management Guide: Patch Management Guide |
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Watch on YouTube: https://youtu.be/hZ-yjR08lWI |
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Report Scheduler
- Configure Global Report Scheduler
Refer to our KB for additional information and setup help: https://cybercns.atlassian.net/wiki/spaces/CVB/pages/2102198449/Global+Scheduler#Report-Scheduler
Automated Report Schedule RecommendationsExamples | ||||
Report Schedule Name | Report Type | Frequency | ||
Monthly Assessment Report - All Companies | Monthly | |||
Monthly Executive Summary Report - All Companies | Monthly | |||
Monthly Remediation Plan Report - All Companies | Monthly | |||
Monthly Security Report Card Report - All Companies | Word | Monthly | ||
Monthly Vulnerability Overview Report - All CompaniesExternal Scan Vulnerability Detailed | Word | Monthly | Weekly All Vulnerabilities Report - All Companies | Excel |
WeeklyMonthly 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.
One-on-one bookings:
https://calendly.com/connectsecure-onboarding
Group bookings (held multiple times a week)
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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