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Contents

Document Details

Prepared By

Reviewed By

Date

Document Version

Ashima Agarwal

Artem Kalaitan

22-July-2022

V 1

Introduction

This document will serve as the master file for all the steps required for deployment of the Synergy Software.

Option 1: Workshop

The first option to is through labs, this document is shared via email to each client individually.

Option 2: POC

Step1: Salesforce

Information will be provided later once the integration with Salesforce is complete.

Step2: Licence Management

Below document provides the details of the license management system.

 Licence Management:

Contents

This license management page is accessible only by Forcepoint/Getvisibility backend team. Partners/Distributors/Customers needs to request license from Forcepoint/Getvisibility sales team.

Introduction

This document gives a high-level overview of how the license management process works.

License Management Process

The steps involved in the License management Process is as follows:

  • Getvisibility(GV) will register its resellers in the customer management system.

  • The success code of registration and URL will be sent to ForcePoint (FP)

  • FP will use GV customer management API to register a new customer (Check the open API specification for more details)

    • New Customer Name

    • License Type

    • Region

    • Number of Users

    • Expiration Time

  • Based on the information received GV will return via API response the registration command for the customer in the specific region like:

    • EMEA

    • US

    • India

  • On the clusters GV will perform:

    • Deploy Essential Services

    • Deploy Monitoring Tools

    • Deploy GV Services

  • After the basic deployment, GV tools are ready for use.

Hold/Revoke License

The steps involved in revoking the license are as follows:

  • Using the Monitoring tools enabled, GV will receive various statistics related to user usage.

  • The statistics are stored in the GV databases.

  • As soon as the number of users exceeds the specified customer limit as per the license, a trigger is generated in GV.

  • The FP sales engineer can make a decision to disable the UI and plugins.

Step3: Register and Install K3 Server for Client and Reseller

Attached document provides the detailed steps for Register, Install, Deploy, Update, Backup Server for both client and Reseller

 Installation and Upgrade - K3
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Step4: Keyclock and Active Directory

Attached is the document for installation of key clock

 Keyclock and Active Directory
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Step5: Deployment of Agent

Below two documents give details of steps to deploy the agent and a complete guide to understand Synergy configuration

 Installation of Agent
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Step6: Server configuration

Deployment stops at previous point; at this step we reference you to review the administration guide to configure the server.

 Synergy Admin Guide
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End Of Document

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