Remote Desktop Manager offers a wide range of features and options for teams. To simplify and streamline your onboarding experience, we have created something that many of you have been asking for. Please dim the lights, start the drum roll, and feel free to “ooh and aah” with anticipation, because it’s finally here: The Remote Desktop Manager Startup Checklist for Teams.

Checklist for Teams
Step 1 – Register your License
Step 2 – Add your Data Source (for teams)
Step 3 – Select your Security Provider
Step 4 – Create your folder structure
Step 5 – Create your Default Settings
Step 6 – Create Users
Step 7 – Create Roles
Step 8 – Create Entries
Step 9 – Grant Permissions
Step 10 – 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  – Add Your Data Source

Choose your advanced data source. This is necessary since, in a team environment, you’ll need your data source to support attachments, connection logs, offline mode and security management. Here is a table to help you choose the right data source to meet your requirements:

Check List for Remote Desktop Manager Team

** The database will not be accessible to end users when using custom SQL authentication.

*** The data will be accessible globally when exposing the server instance to the internet.

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 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.

1. Go to Administration – Security Provider – Change security settings.

2. Select your preferred Security Provider type.

3. Click on Apply to save and apply the changes made to your Security Provider.

Step 4  – Create your folder structure

Top level folders are at the foundation of a solid security structure. Your folder structure should represent your company structure. For example, you can create a folder for your Production team, one for your Staging team and one for your Testing team.

Step 5 - Create Your Default Settings

In File - Options you can set options for Remote Desktop Manager and create default settings Templates. Each entry type is supported and can have a default template defined to fit your requirements. After you configure the options, use the Custom Installer to share the pre-configured versions with your team.

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 – Create Users

Remote Desktop Manager supports advanced user rights management. User accounts must be created manually by an administrator of the database.

1. Go to Administration – Users. 2. Click on Add User. 3. Enter all the required information.

Step 7 – Create Roles

Create Roles to easily manage your security system. You can then assign users to Roles; this makes it easy to grant permissions to a set of users instead of having to manage permissions individually. Please note that some visibility control access depends on the active data source, and in order to create roles and assign permissions, you must be an administrator of the database.

1. Go to Administration – Roles.

2. Create your new Role and give it a name.

3. Click on Assign Roles and select every user you wish to add to the Roles.

Step 8 – Create Entries

An Entry is how you save information about your sessions (e.g. RDP, SSH connections), credentials, websites, VPNs, Synchronizers and documents.

Step 9 – Grant Permissions

The next step is to grant permissions for your Role based security system. 1. Edit your Folder Properties. 2. In the Permissions side menu of your folder, set the Permissions option to Custom. 3. Select the type of permission you wish to grant: View, Add, Edit, Delete, View password and many more. 4. Select Custom in the drop-down menu next to the permission you wish to grant. 5. Click on the ellipsis and select your Role.

The permissions granted on the folder will then be inherited by each entry set under that folder. If you are using integrated security (Active Directory), please follow this link for more information.

Remember that all entries without security are considered public, which means that they will be available to all of your data source users.

Step 10 - Import Your Data

The last step is to import your data into RDM. There are a few simple ways you can do this: Excel/CSV

Are all of your credentials and passwords in Excel? (Hey we’re not judging, we’re just asking. :)) If so, then here’s what to do:

1. Ensure the column headers match with fields of RDM, please refer to Import Strategies file format for more details.

2. Save the file in the CSV format

3. Go to File - Import – Import Entries

4. Select your CSV file and click Open

And that’s it. All your entries will be automatically imported into RDM. Active Directory Synchronizer

The handy Active Directory Synchronizer will create sessions for computers located in your Active Directory structure.

If your preferred import method isn’t listed above, don’t worry: there are many ways to get your sessions, logins and contacts into RDM. Click here for more information.

Stay tuned next week for your Remote Desktop Manager checklist for single users!
As always, please let us know your thoughts by using the comment feature of the blog. You can also visit our forums to get help and submit feature requests, you can find them here.