Onboarding Guide

Interactive Onboarding Demo

Click on the image below to use the interactive demo at your pace.

Join Our Weekly Consultant Lead Onboarding Sessions

Join one of the ConnectSecure Consultants for a live walk-through of the steps for onboarding.

http://www.connectsecure.com/onboarding

V4 Agent Prerequisites

We have a dedicated page with the V4 agent prerequisites for a smooth-running ConnectSecure agent and portal. This includes the dependencies, domains, IPs, ports, and more.

Agent Configurations

Agent Dependency and Whitelisting

Accessing ConnectSecure V4

The ConnectSecure portal login can be accessed here: https://portal.myconnectsecure.com/sign-in

If you know your tenant's name, you can use the direct link here, but please replace the CHANGEME with your tenant’s name.

https://portal.myconnectsecure.com/sign-in?tenant_name=CHANGEME

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

Setup Users and Security

Navigate to Global > Settings > Users, where you can Add, Edit, and Delete user accounts.

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.

Configure Global Settings

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.

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

Configure Global Scheduler

Navigate to Global > Settings > Scheduler to add, edit, and delete the settings.

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

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: Scheduler (Global) | Patch Scheduler

Report Scheduler

Configure Global Report Scheduler

Refer to our KB for additional information and setup help: Scheduler (Global) | Report Scheduler

Report Schedule Examples
Report Schedule Name	Report Type	Frequency
Monthly Assessment Report - All Companies	PDF	Monthly
Monthly External Scan Vulnerability Detailed	Word	Monthly
Monthly Compliance Report	Word	Monthly

Company Management

Add Local Company

Refer to our KB for additional information and setup help: https://cybercns.atlassian.net/wiki/x/DQB0gQ

Configure Company Settings

Refer to our KB for additional information and setup help: https://cybercns.atlassian.net/wiki/x/74qfgQ

Configure Company Discovery

Refer to our KB for additional information and setup help: https://cybercns.atlassian.net/wiki/spaces/CVB/pages/2102919235/Company+Agents#Discovery

Configure Company External Asset(s)

Refer to our KB for additional information and setup help: https://cybercns.atlassian.net/wiki/spaces/CVB/pages/2072282057

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.

Agent Deployment

Select a company
Navigate to Overview > Agents
Tap on the download Agent icon

Refer to our KB for additional information and setup help: https://cybercns.atlassian.net/wiki/x/y4BffQ

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.

Review Scan Results

External Endpoint Name Example	Example

External Endpoint Name Example	Example
Public Domain / Website	IE: xyz.com (domain)
Static IP / Public IP	IE: 66.54.58.100 (static)
IP Range (Public Block)	IE: 66.54.58.100-66.54.58.105 (range)

Refer to our Active Directory Least Privelages KB if you are not using domain admin credentials:

https://cybercns.atlassian.net/wiki/x/AYC_gQ

Refer to the Azure Integration Guides here: https://cybercns.atlassian.net/wiki/x/HoHXfQ

This integration will also populate the Microsoft Secure Score data.

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.

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 Report Scheduler.

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 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.

Group bookings (held multiple times a week)

https://connectsecure.com/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

Add label