V4 Onboarding Guide
- Ryan Seymour
Weekly Group Onboarding Sessions
Join our weekly group onboarding sessions led by our consulting team.
Tap the image below or visit 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 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 found here:
https://portal.myconnectsecure.com/sign-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.
Onboarding Check List Table of Contents
- 1 V4 Agent Prerequisites
- 2 Accessing ConnectSecure V4
- 3 Setup Users and Security
- 4 Configure Global Settings
- 5 Configure Global Scheduler
- 5.1 Scan Scheduler
- 5.2 Patch Scheduler
- 5.3 Report Scheduler
- 6 Company Management
- 7 Agent Deployment
- 8 Review Scan Results
- 9 Review Dashboard and Reporting
- 10 Need Onboarding Help?
- 11 Need Support?
Setup Users and Security
Configure Global Settings
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.
We recommend you check at least the following global default settings:
See the full Global Settings documentation here:
Configure Global Scheduler
Scan Scheduler
Refer to our KB for additional information and setup help:
Below is a sample scan recommendation.
Automated Scan Schedule Recommendations | ||||
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 |
Daily Compliance Scan - All Companies (Only needed if you are not using the Probe - Full Scan option) | Compliance | Once Per Day | During business hours, we want assets to be online for scanning | Lightweight or Probe Agent |
Patch Scheduler
Refer to our KB for additional information and setup help:
Report Scheduler
Refer to our KB for additional information and setup help:
Automated Report Schedule Recommendations | ||
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 Companies | Word | Monthly |
Weekly All Vulnerabilities Report - All Companies | Excel | Weekly |
Company Management
Add Local Company
Refer to our KB for additional information and setup help:
Configure Company Settings
Refer to our KB for additional information and setup help:
Configure Company Discovery
Refer to our KB for additional information and setup help:
Configure Company External Asset(s)
Refer to our KB for additional information and setup help:
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:
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 |
|---|---|
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:
Refer to the Azure Integration Guides here:
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.
One-on-one bookings:
Group bookings (held multiple times a week)
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
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