Last week we shared the Remote Desktop Manager Startup Checklist for Teams. But what if you’re a single user? Don’t despair, we haven’t forgotten about you! Behold: the Remote Desktop Manager Checklist for Individual Users!
(Please note that this checklist is also ideal if you’re setting RDM up for small groups of up to 3 users who don’t need to implement security.)
|Checklist for Individual|
|Step 1 – Register your License|
|Step 2 – Choose your Data Source|
|Step 3 – Select your Security Provider|
|Step 4 – Setup Devolutions Online Backup|
|Step 5 – Create your Default Settings|
|Step 6 – Import Your Data|
Step 1 – Register Your License
Start by registering your version of Remote Desktop Manager. Go to Help – Register Version, and enter your user name, email address and serial number. Please note that you need to enter the information exactly the way it is listed in the email that you received.
Step 2 – Choose Your Data Source
Choose your data source type. Here is a table to help you choose the right data source to meet your requirements:
Note 1 : Our Dropbox integration uses the API to directly access your online account. If you keep the file in a dropbox synchronized folder on your machine it becomes a simple XML or SQLite data source
Step 3– Select your Security Provider
It’s important to select your security provider before importing or creating any data in your database so nobody can read your entry configuration data, even when people have a direct access to your database. Regardless of the security provider you select, the passwords stored in your database are always encrypted using AES 256 bit encryption.
- Go to Administration – Security Provider – Change security settings
- Select your preferred Security Provider type
- Click on Apply to save and apply the changes made to your Security Provider
Step 4 – Setup Devolutions Online Backup
Devolutions Online Backup allows you to backup information from the following data sources: Devolutions Online Drive, SQLite, XML or Microsoft Access. We strongly recommend that you backup your data “just in case”. Here’s what to do:
- Create your Devolutions Cloud account.
- Go to File – Backup and sign in with your Devolutions Cloud account.
- Go to View Subscription.
- Enter your Backup name and click on Create to automatically create your online backup.
The backup is executed 30 seconds after any modification to the data source content. If you’re using any other type of data source(s), please follow this link for further guidance.
Step 5 - Create Your Default Settings
To create your default settings template, follow File – Templates – Default Settings and select the default settings template you wish to create. You must perform this for all types individually.
You can also create, edit or reset your default settings whenever a new entry is created. Each entry type is supported and can have a default template defined.
Step 6 - Import Your Data
The last step is to import your data into RDM. There are a few simple ways that you can do this:
Don’t feel bad if your data is in Excel – you’re not alone. But soon you’ll stop waking up at 3am from spreadsheet-induced nightmares. Here’s what to do:
- Ensure the column headers match with fields of RDM, please refer to Import Strategies file format for more details.
- Save the file in the CSV format
- Go to File - Import – Import Entries
- Select your CSV file and click Open
And that’s it. All your entries will be automatically imported into RDM.
Also, if your preferred import method isn’t listed above, there are many ways to get your sessions, logins and contacts into RDM. Click here for more information.