Quick Start for NetIQ CloudAccess

Technical Reference

This document provides information about installing and configuring NetIQ CloudAccess 2.3.

The CloudAccess and MobileAccess products are both installed as a virtual appliance using files that you download, extract, and deploy into your IT environment. Whether you have a MobileAccess-only license or a full CloudAccess license, you need to install the virtual appliance only once (in a non-clustered environment).

1.0 Legal Notice

For information about NetIQ legal notices, disclaimers, warranties, export and other use restrictions, U.S. Government restricted rights, patent policy, and FIPS compliance, see https://www.netiq.com/company/legal/.

For information about NetIQ trademarks, see https://www.netiq.com/company/legal/. All third-party trademarks are the property of their respective owners.

2.0 Installation and Configuration Checklist

Before you begin installing and configuring your appliance, review the following checklist to ensure that you perform steps in the appropriate order.

Table 1 Installation and Configuration Checklist

☐	Steps	For more information, see ...
☐	Verify that your environment meets all prerequisites.	Product Requirements in the Installation and Configuration Guide.
☐	Verify that your identity source meets all requirements.	Active Directory Requirements eDirectory Requirements JDBC Requirements in the Installation and Configuration Guide.
☐	Gather the information you need to install and configure the appliance.	Appliance Installation Worksheet in the Installation and Configuration Guide.
☐	Install the appliance.	Deploying the Appliance in the Installation and Configuration Guide.
☐	Initialize the appliance.	Initializing the Appliance in the Installation and Configuration Guide.
☐	Configure the appliance.	Configuring the Appliance in the Installation and Configuration Guide.
☐	Verify identity source user attributes.	Active Directory Requirements eDirectory Requirements JDBC Requirements in the Installation and Configuration Guide.
☐	(Optional) Configure additional identity sources.	Configuring Identity Sources in the Installation and Configuration Guide.
☐	Configure authentication methods.	Configuring Authentication Methods in the Installation and Configuration Guide.
☐	Configure the MobileAccess tool on the appliance.	Configuring the MobileAccess Tool on the Appliance in the Installation and Configuration Guide.
☐	Replace the default certificate on the appliance.	Replacing the Default Certificate on the Appliance in the Installation and Configuration Guide.
☐	(Conditional) Install a self-signed or non-public certificate on the mobile device.	Installing a Self-Signed Certificate on the Mobile Device in the Installation and Configuration Guide.
☐	Determine which applications users need to be able to access from mobile devices.
☐	Configure the appropriate connectors to enable user access to applications.	Configuring Connectors in the Connectors Guide.
☐	(Optional) Obtain or create custom icons in .png format to represent your appmarked applications.	Customizing Branding on User-Facing Pages in the Installation and Configuration Guide.
☐	Configure appmarks for the applications.	Configuring Appmarks for Connectors in the Connectors Guide.
☐	(Conditional) Map any non-public appmarks to the appropriate groups in the identity source.	Configuring Appmarks for Connectors in the Installation and Configuration Guide.
☐	(Conditional) If you have configured provisioning connectors, such as Google Apps, map authorizations for the SaaS applications.	Mapping Authorizations in the Installation and Configuration Guide.
☐	(Users) Install the MobileAccess app on their mobile devices and register their mobile devices with the appliance.	Helping Users Register Their Mobile Devices in the Installation and Configuration Guide.