Configure Private/Premium Access Using the Wizard

Configure Private/Premium Access Using the Wizard

This article explains how to set up the SecureEdge Private/Premium onboarding wizard for new user accounts.

Before You Begin

Note that if you have already completed the two mandatory steps (Introduction and Personalization) for your account, you can directly choose the ZTNA onboarding wizard.

Start SecureEdge

  1. After logging in, you will be directed to the SecureEdge welcome wizard, which displays a welcome message and a brief product description. To start, click Start now!.

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  2. The Personalization window opens. Specify values for the following:

    • Region – Select the region where your SecureEdge environment will be hosted. You can choose either Europe or North America. Note: This mandatory field determines where the SecureEdge platform stores reporting data.

    • Type of business – Select the option that best describes your organization.

      • School – Educational institutions

      • Corporate – Commercial organizations

      • Government – Public sector organizations

      • Other – Organizations outside the categories above

    • Number of users – Select a value based on the number of users.
      Note: This information personalizes your onboarding experience. You can adjust your settings later as your needs change.

      personalization.png
  3. Click Submit.

  4. On the What should we solve first? page, in the ZTNA section, click Start.

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  5. The ZTNA Onboarding window opens.

  6. The Set up directory and authentication page opens. Complete the following steps:

    • Add a local user directory. To add a user, you must specify the username and email. Click + Add user.

    • After adding the user, click Save.

      local-user-dir.png
  7. The Add application window opens. In the Select application type section, specify values for the following:

    • Application Type – Select application type. You can choose either a predefined SaaS application or a custom public application. E.g., Select Predefined application.

    • Application – Select application. E.g., Microsoft 365.

    • Add the application to the application catalog – Add the application to the application catalog that will appear in the SecureEdge Access Agent app for quick access to the application. Specify values for the following:

      • Display Name – Enter the display name.

      • Launch URL – Enter your unique URL.

    sel-app.png
  8. The Application policy window opens. Note that the application and user have already been selected. Specify values for the following:

    • What device posture should this policy enforce – Select the security features users and devices must fulfill to be able to access this application.

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  9. Click Save.

  10. In the Advanced threat protection and TLS inspection section, click Enable.

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  11. The Web security posture allows you to choose your web filtering approach based on your desired balance of security controls, legal exposure, and workflow flexibility.

    • In the Web security posture section, specify values for the following:

      • Security Risk Tolerance – Determines how strictly the system handles potential web threats. Stricter settings block more, which may sometimes restrict access to borderline cases. E.g., set to Low.

      • Liability Tolerance – Sets the threshold for blocking content that may cause compliance issues or policy violations. Higher settings impose stricter restrictions to reduce organizational liability. E.g., set to High.

      • Productivity Focus – Allows more content categories and applications to pass, keeping workflow smooth. E.g., set to Medium.

        web-sec-posture.png
    • The AI Posture controls user access to AI tools. When set to Allow, specify which AI services are permitted.

      • In the AI Posture section, specify a value for the following:

        • Allow AI – Select Allow.

        • In the Select approved AI tools section, specify a value for the following:

          • Select the AI tool from the drop-down list. For example, in this case, ChatGPT is selected.

            alow-AI-save.png

         

  12. The Deploy agent window opens. Note that the user has already been selected. Click Save.

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  13. After completing the setups, verify that all steps show the status Done, then click Next.

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  14. The You are set up! Next steps page opens and displays various options, including:

    • Add additional ZTNA Policies. These policies specify which users or groups can access internal or external resources and under what conditions. They define access criteria and security attributes, such as security inspection and device posture, which you can enable or disable as needed.

    • Set up an Identity Provider and user directory for your environment.

    • Add a Connector to connect your SecureEdge environment to your internal network and services.

    • You can customize SecureEdge dashboards and configure the SecureEdge Reporting and Logs services to match your organization’s needs so you get the right visibility, metrics, and audit data in the format that works best for your team.

       

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    • You can either select an option to go directly to the relevant SecureEdge section to continue setup, or click Get Started with SecureEdge to open the SecureEdge Dashboard.

 

 

 

 

 


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