Administrator Manual

• 1. An introduction to Intella Connect
  • 1.1. Supported web browsers
  • 1.2. System Requirements
• 2. Getting started
  • 2.1. Who should be involved in the successful setup of Intella Connect?
    • 2.1.1. Assumptions
    • 2.1.2. Operating Systems
    • 2.1.3. Potential Conflicts
  • 2.2. Installing and starting Intella Connect
    • 2.2.1. Changing a default port
    • 2.2.2. Local Firewall Configurations
    • 2.2.3. Starting Intella Connect
  • 2.3. Sharing a Case
    • 2.3.1. Granting case access to users
    • 2.3.2. Case alias
    • 2.3.3. Auto-Start option
    • 2.3.4. Memory settings
  • 2.4. Reviewing with Intella Connect
  • 2.5. Troubleshooting port conflicts
• 3. Installing and starting Intella Connect as a Windows Service
  • 3.1. Providing valid credentials (during installation)
  • 3.2. Verifying Windows folders structure (after finalizing installation)
  • 3.3. Firewall settings for using Intella Connect as a Windows Service on Windows Server operating systems
  • 3.4. Intella Connect as a Windows Service running under user account without password
• 4. Intella Connect Dashboard
  • 4.1. Cases
    • 4.1.1. Adding an existing case to the list
  • 4.2. User management
  • 4.3. Activities stream
  • 4.4. Settings
    • 4.4.1. General settings
    • 4.4.2. SSL support
    • 4.4.3. Branding
  • 4.5. About
• 5. User management
  • 5.1. Admin user password
  • 5.2. Managing Users and Permissions - the RBAC model
  • 5.3. Create new users, modify and delete existing users
    • 5.3.1. Create new user
    • 5.3.2. Usernames
    • 5.3.3. Change user’s password
    • 5.3.4. Delete existing user
  • 5.4. Managing Roles and Permissions
    • 5.4.1. Adding and Deleting roles
    • 5.4.2. Granting and Revoking permissions
    • 5.4.3. Permission types
• 6. Setting up HTTPS
  • 6.1. Preface
  • 6.2. Prerequisites for HTTPS configuration
    • 6.2.1. Signed SSL certificate
    • 6.2.2. Configuring the domain
    • 6.2.3. Configuring the router (optional)
    • 6.2.4. Verifying initial setup
  • 6.3. Setting up SSL certificates in Connect
    • 6.3.1. Locating the utility program for working with keystores
    • 6.3.2. Creating a new keystore
    • 6.3.3. Requesting certificate signature
    • 6.3.4. Signing the certificate
    • 6.3.5. Adding certificates to the Keystore
  • 6.4. Modifying SSL settings in Intella Connect Dashboard
    • 6.4.1. Verifying HTTPS
  • 6.5. Disabling HTTPS
• 7. Branding
  • 7.1. Setting up your company’s logo