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ConnectSecure Group Onboarding

V4 Partner Onboarding Guide - Table of Contents

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: https://cybercns.atlassian.net/wiki/spaces/CVB/pages/2084470941

This includes the Ports, IPs, Domain, and general whitelisting information.

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.

You can access this directly from the V4 portal by tapping on Global > Overview/Dashboard > Users > Profile.

Tap on the Password and Security option to manage your login methods.

You can use a local password, Passwordless, or Multifactor Authentication.

ConnectSecure V4 Portal Access

The ConnectSecure V4 portal sign-in can be found here: https://portal.myconnectsecure.com/sign-in.

Your tenant name and credentials are required to log in.

Upon successful sign-in, if you see the Getting Started Wizard, you can close it out or set up your first local company. I recommended using your own company to start or a test company like XYZ Test Co.

Otherwise, you can continue below for a walk-through of the recommended onboarding settings.

ConnectSecure Onboarding Checklist

Review and Update User Management and Security Roles

Review and Update Global Settings

Create/Import Companies

Review and Update Company Settings

Review and Update Global Integrations

Deploy Agent(s) and Configure Probe(s)

Review and Update External / Attack Surface Mapper Settings

Review and Update PII Scan Settings

Review and Update Global Scheduler

Review Scan Results

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:

2 - Global Settings

Generally, most global settings defaults will be fine, but you should at least pass over each section and become familiar with them. Refer to our documentation if you need more info on a particular setting. We have detailed documentation on each Global Settings option in the table below.

3 - Companies

From the Global > Dashboard, you will find the New Company, Delete Companies, and Companies icons on the Companies menu toolbar. This is where you can manage your existing companies or create new ones. That includes creating and deleting companies from the portal.

We recommend creating your own or a test company to facilitate testing before deploying any configuration(s) to your production customers and prospects.

You will always see a drop-down selector at the top toolbar of the portal. This selector allows you to choose Global or any company you have created in ConnectSecure. To use the company search function, start typing, scroll through the list, and then click on the company you want to select. The checkmark will indicate the currently selected option.

Once companies are created, consider visiting the Company-level settings if you need to override the Global-level settings.

4 - Integrations

Integrations are not required to get your ConnectSecure deployment up and running.

You can always return to the integrations section and configure after your initial onboarding configuration.

We have documentation for each integration here:

5 - Agent Deployment

LWA scanning will take place automatically. You should check to confirm or adjust the LWA Scan Interval settings found in the Global Settings. Check the table below for a guide.

Probe agent scanning can be done manually or configured on the Global Scheduler for automated scan jobs. Check the table below for a guide.

Creating a probe agent is easy. Mapping Discovery Settings and Credentials to any agent automatically converts the LWA into a Probe agent. Check the table below for a guide.

The agent installer is company-based, so you must be at the company level to see the ‘Download Agent’ options. Navigate to a company, then Overview > Agents screen, and tap the Download Agent button.

Select your operating system and use one of the installation methods to deploy the agent. This includes an option for Web Installer, Download, or Copy to Clipboard.

Please refer to our How To Guide for Agent Deployment assistance.

6 - Scheduler

Schedules will vary based on your requirements. You can build global schedules to apply for all companies or select ‘allowed companies’ or ‘denied companies’ to get the exact parameters you need.

Automated Scan Schedule Recommendations

Scheduling of your Patches and Reports will vary greatly depending on your requirements. We have full guides listed below if you want to learn more about using the Patch and Report Scheduler in depth.

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.

Below is a table that shows the module location and a link to the full documentation for each section.

The scan results data is also available in all our built-in Company Dashboards, Standard Reports, and Report Builder. Check below for additional information.

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.

We have prebuilt Standard Reports and a customizable Report Builder.

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.

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

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.

https://cybercns.freshdesk.com/en/support/login