Quick Start for CloudAccess

Technical Reference

This document provides information about installing and configuring CloudAccess 3.0. The CloudAccess product is installed as a virtual appliance using files that you download, extract, and deploy into your IT environment.

1.0 Legal Notice

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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 CloudAccess Installation and Configuration Guide.
☐	Gather the information you need to install and configure the appliance.	Appliance Installation Worksheet in the CloudAccess Installation and Configuration Guide.
☐	Install the appliance.	Deploying the Appliance in the CloudAccess Installation and Configuration Guide.
☐	Initialize the appliance.	Initializing the Appliance in the CloudAccess Installation and Configuration Guide.
☐	Configure the appliance.	Configuring the Appliance in the CloudAccess Installation and Configuration Guide.
☐	Verify that your identity source meets all requirements, including user attributes, for provisioning users.	Active Directory Requirements eDirectory Requirements Understanding JDBC Identity Sources in the CloudAccess Installation and Configuration Guide.
☐	Configure one or more provisioning identity sources and import users.	Configuring LDAP and JDBC Identity Sources in the CloudAccess Installation and Configuration Guide.
☐	(Optional) Configure social identity sources for external users.	Configuring Social Identity Sources in the CloudAccess Installation and Configuration Guide.
☐	(Optional) Configure additional identity sources as needed.	Configuring Self-Service Registration and Password Management in the CloudAccess Installation and Configuration Guide.
☐	Configure authentication methods.	Configuring Authentication Methods in the CloudAccess Installation and Configuration Guide.
☐	Configure the Mobile tool on the appliance.	Configuring the Mobile Tool on the Appliance in the CloudAccess Installation and Configuration Guide.
☐	Replace the default certificate on the appliance.	Replacing the Default Certificate on the Appliance in the CloudAccess 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 CloudAccess Installation and Configuration Guide.
☐	Configure the appropriate connectors to enable user access to applications.	Configuring Connectors in the CloudAccess Connectors Guide.
☐	(Optional) Obtain or create custom icons in .png format to represent your appmarked applications.	Customizing Branding on User-Facing Pages in the CloudAccess Installation and Configuration Guide.
☐	Configure appmarks for the applications.	Configuring Appmarks for Connectors in the CloudAccess Connectors Guide.
☐	(Conditional) Map any non-public appmarks to the appropriate groups in the identity source.	Configuring Appmarks for Connectors in the CloudAccess Connectors Guide.
☐	Map authorizations for users to access the appropriate applications.	Mapping Authorizations in the CloudAccess 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 CloudAccess Installation and Configuration Guide.