V4 Partner Onboarding Guide
- Ryan Seymour
- Vrushali
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.
User Management and Security | Add New User
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
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: Agent Configurations
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.
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.
User Management and Security | Reset Password / MFA
Still having trouble? Get in touch with our Support team by emailing support@connectsecure.com
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.
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
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.
Guide | Link |
|---|---|
Global Level Settings | |
Company Level Settings | |
Global Timezone Settings |
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.
Guide | Link |
|---|---|
Creating New Companies | |
Deleting Companies | https://cybercns.atlassian.net/wiki/spaces/CVB/pages/2099216723/Global+Dashboard#Delete-Companies |
Global Level Settings | |
Company 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: Integrations (Global)
ConnectSecure Third Party API Integrations | |
 | |
5 - Agent Deployment
Scan Results | Lightweight Agent vs Probe Agent https://cybercns.atlassian.net/wiki/spaces/CVB/pages/2083061761 | |
|---|---|
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) |
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.
https://cybercns.atlassian.net/wiki/spaces/CVB/pages/2118418623
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.
How To: Install ConnectSecure V4 Agentarchived
Guide | Link |
|---|---|
Agent Types | https://cybercns.atlassian.net/wiki/spaces/CVB/pages/2083061761 |
V4 Agent Prerequisites | |
Supported Operating Systems | |
Convert LWA to Probe Agent | |
Global LWA Scan Interval | |
Global Scan Scheduler | |
Company Agents | https://cybercns.atlassian.net/wiki/spaces/CVB/pages/2102919235 |
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
Name | Scan Type | Frequency |
|---|---|---|
Daily Full (includes AD + Network) | Full Scan | Once Per Day |
Hourly LWA Scan | Lightweight Agents | Every 60 Minutes |
Weekly ASM Scan | Attack Surface Mapper | Once Per Week |
Weekly External Scan | External Scan | Once Per Week |
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.
Guide | Link |
|---|---|
Global Scheduler Home | https://cybercns.atlassian.net/wiki/spaces/CVB/pages/2102198449 |
Scan Scheduler | |
Patch Scheduler | https://cybercns.atlassian.net/wiki/spaces/CVB/pages/2102198449#Patch-Scheduler |
Report Scheduler | https://cybercns.atlassian.net/wiki/spaces/CVB/pages/2102198449#Report-Scheduler |
Scan Types | https://cybercns.atlassian.net/wiki/spaces/CVB/pages/2103410704 |
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