Usage Guides
Administrator Guides
Step-by-step instructions for creating devices, departments and applications, assigning devices, using activation keys, and configuring department or device policies.
Usage Instructions
Follow the task-oriented guides below for the most common administration workflows.
Complete workflow
01
Create device
02
Create department
03
Create app
04
Assign device
05
Configure policy
Devices
Create a New Device
- Go to Devices.
- Click Create New Device.
- Enter the device information: device name, hardware UUID, email, OS, subscription, and department if needed.
- Submit the form to create the device.
Open Devices from the portal navigation.
Click Create New Device from the device list.
Complete the Create Device form and submit it.
Departments
Create a New Department
- Go to Departments.
- Click Create New Department.
- Enter the department name and department code.
- Submit the form to create the department.
Open Departments from the portal navigation.
Click Create New Department from the department list.
Enter department information in the Create Department dialog.
Departments
Assign a Device to a Department
- Go to Departments.
- Open the department detail page.
- Click Add Device.
- Select an unassigned device and confirm the assignment.
Use Add Device from the Department Devices section.
Departments
Unassign a Device to a Department
- Go to the department detail page.
- Find the device in the department device list.
- Click the remove/unassign action.
- Confirm the action to remove the device from the department.
Use the remove action to unassign a device from a department.
Subscriptions
Register a Device Using an Activation Key
- Go to the Subscriptions.
- Open the subscription detail page.
- Create and then copy the device activation key.
- Use the activation key when registering a new device from the DLP Agent app.
Open Subscriptions from the portal navigation.
Create the device activation key from subscription details.
Applications
Create a New Application
- Go to the Apps from the main portal.
- Click Create New App
-
Enter the application information:
- Application name
- Executable name
- Description
- Submit the form to create the application.
- The new application appears in the application list and can be used when configuring policies.
Open Apps from the portal navigation.
Click Create New App from the application list.
Complete the Create App form and submit it.
Whitelist
Create a New Whitelist Entry
- Go to Whitelist from the main portal.
- Click Create New Whitelist Entry.
- Fill in the value, rule type, active status, and description for the whitelist rule.
- Click Create.
Open Whitelist from Policy Configuration.
Click Create New Whitelist Entry from the whitelist list.
Fill the whitelist entry form and create the rule.
Policies
Create a New Policy
- Go to Policies from the main portal.
- Click Create New Policy.
- Fill out the policy profile, including policy name, description, severity, and status.
- Configure the policy settings using created whitelist rules and applications.
- Click Save.
Open Policies from Policy Configuration.
Click Create New Policy from the policy list.
Fill out the policy profile.
Configure policy settings using applications and whitelist rules.
Save the completed policy.
A complete workflow consists of creating a device, department, whitelist rules, and application; assigning the device to the department; then configuring a policy and assigning it at either the department or device level.