Setting Up NetBeez - First Run

Description

First-time dashboard users will face a six-step setup wizard when first accessing their instance. The setup wizard will help set up an administrator account, create targets, and invite users to the dashboard.

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Procedure

To access the first run setup wizard, a user will need to navigate to their dashboard's URL for the first time.

 

Step 1

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All fields need to be completed and valid to pass on to step 2.

  • Email
  • Password: Must consist of 1 uppercase letter, 1 lowercase letter, 1 number, and be at least 8 characters.
  • First Name
  • Last Name
  • Title: The downward caret can be clicked to reveal a list of titles or a custom title can be entered.
  • Primary Use Case: The downward caret can be clicked to reveal a list of use cases, custom inputs will not be recognized.

 

Step 2

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One SaaS application needs to be selected to pass on to step 3.

NetBeez can monitor the end-user experience to both SaaS applications hosted by third parties, such as Zoom or MS Teams, and user-defined websites, applications, and services that your organization manages. In this step, select the SaaS application that you wish to monitor.

 

Step 3

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Two custom targets need to be created in order to pass on to step 4.

In this step, create targets for user-defined applications, websites, and services that your organization hosts, manages, and relies on. The targets will be monitored by all your agents when they connect to the dashboard.

 

Step 4

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Step 4 is optional. 

In this step, you are able to invite users to the dashboard and control their permissions. If you wish to enable single sign-on or enterprise authentication, you can do so once the onboarding process is completed. In that case, you can skip this step. More information on user permissions can be found HERE.

 

Step 5

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Step 5 is optional. 

In this step, you can send Windows or macOS clients via email to end-users. Checking the checkbox will result in any users added on step 4 receiving the endpoints as well.

For more information on installing Windows or macOS clients, reference the documents HERE.

 

Step 6

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Step 6 is a recap of the previous 5 steps. If any information looks incorrect, the Back button can be used to navigate to the previous steps.

 

After the Submit button in step 6 is clicked, several actions take place:

  • The admin user created in step 1 is now able to log onto the dashboard with the login credentials they created.
  • The SaaS applications selected in step 2 and the custom targets created in step 3 will be created on the dashboard. These targets can be viewed on the Targets tab.
  • Users entered in step 4 will receive an email inviting them to the dashboard.
  • Users entered in step 5 will receive an email with links to the endpoints.
  • An Agent Group will be created with all of the targets from steps 2 and 3. More information on agent groups can be found HERE.
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