Set up your Connected environment

Before you deploy Connected applications to users for the first time, you must configure your environment with three types of items: groups, policies, and users. After initial deployment, you can continue add or modify these items to meet your changing needs.

To set up your Connected environment

  1. Create additional groups.

    Your Connected environment comes with one or more predefined groups. Although you can provision all users as members of these groups, creating additional groups lets you more precisely organize and manage user permissions through policies. For information, see Group overview.

  2. Create policies.

    A policy defines specific aspects of a how a feature functions for one or more groups of users. Although Connected provides some predefined feature behavior that applies to all groups, you should configure custom policies to better meet corporate needs. For information, see Policy overview.

  3. Create users.

    Connected supports several types of users. By default, your Connected environment contains one Data Admin assigned to a predefined group. Although you can manage your entire corporate environment with this administrator, you should create other administrators to allow several people to share management duties. Additionally, you must create standard users for the people in your company that need access to the system. For more information about users, see User overview.

    Connected applications are ready for use as soon as you create users. If your site uses its own corporate identity provider (IdP) for Connected authentication, new users are ready to access Connected applications immediately. Otherwise, users receive an automated Welcome email that includes a link to set their Connected password. You cannot change the content or format of the Welcome message. After setting their password, users receive a confirmation that contains a link to the web application. If using your own corporate IdP, you must provide users with this link yourself.

  4. (Optional) Install the Connected Agent on each user's computer.

    The Agent supports both interactive and command-line installation. If you do not want users to install the Agent on their own computers, you can create a custom automated process to distribute and install it on multiple computers at the same time. For more information about the Agent installation process, see Agent installation overview.