Documents

Coming into implementation it is expected that the SOW will be defined, signed off, and delivered to our implementation team prior to kick-off call. We also ask everyone be familiar with our questionnaire.

Know who’s important 

To ensure automation of your access review process as fast as possible, do some digging internally. Find out who is needed to facilitate connection to your applications. This could be application owners, super admins, senior analysts who run the review process, or your trusted project managers that can run a tight ship. Having all the key players present will reduce repeat questions and the number of meetings required.

Clearly defining who is needed for what part of the review and technical implementation process (ex. SSO admin needed for SSO configuration) will significantly increase time to value.

Prepare you data 

If you know certain applications will be set up with a file upload, pull that data ahead of time and have it cleaned to match SecurEnds’ ingestion formatting. Having clean data available will ensure our team can set up file upload systems of record and applications for you, on a single call.

Please reference File Upload for general formatting best practices.

Please reference Set up SOR  on how to establish a file based System of Record

Please reference Set Up Application on how to properly establish a file based applications

Whitelist SecurEnds Domain 

We ask all our clients to have their email administrators whitelist the @securends.com domain. This will ensure proper functionality of SecurEnds’s features and reduce communication mishaps during implementations. We also encourage everyone apart of the implementation to raise questions, so everyone’s understanding goes up. Ask, learn, own the tool, and save time doing access reviews.

The post Pre Implementation Phase appeared first on SecurEnds.

• Set up and understanding of instance
• Installation of SecurEnds agent *on premise only*
• Configure System of Record (SOR)
• Configure Applications
• Data Validation

Understanding your Instance

SecurEnds stands up organization specific instances. The domain will always be “companyname.securends.com” unless specified otherwise.

Your first interaction with SecurEnds will look like this:

Selecting New User will prompt you to submit your email to which you will receive a link to set a password for your new account.

Note: New SecurEnds admins are to set up selected users and designated access to the user within the Peoples tab in the tool. Users can be provisioned SecurEnds access (ADMIN, APPLICATION, AUDIT, or ACCESS) within Configuration > Roles > Configure.

For more information regarding logging into your new instance please navigate to Login

Installation of SecurEnds Agent

In pre implementation, scope should be defined and decision to utilize and deploy our agent is determined. If deploying agent please see here for additional resources.

Configure System of Record (SOR)

Deciding the chosen SOR is key to successful reviews within SecurEnds. It can be a singular SOR or multiple as long as it is a comprehensive list of users within scope of upcoming reviews. Everything related to SOR information and set up is listed here.

Configure Applications

Applications in scope for review need to have their information brought into SecurEnds. This happens via connector, flex connector, or file upload. Documentation for each exists in this help center. During implementation, clients will need to designate application owners to own the notifications related to the application’s review.

Data Validation

We ask that you familiarize yourself with SecurEnds’ methods of data ingestion. We have a solution for ingesting information from all applications (on-prem, cloud / SaaS, homegrown, etc.) but each method is different. Know which application’s are going to be brought into SecurEnds and familiarize yourself with our variety of data ingestion methods.

Browse the list of SecurEnds connectors: here.

Data Validation Steps Performed by Client:

• Confirms imported data from CSVs and connectors are correct
• Performs data clean up if needed
• Matches unmatched records between application and SOR
• Excludes records not in scope
• Review any skipped records and remediate exceptions

Data Formatting

Data formatting is the foundation for bringing your data into SecurEnds, to do this efficiently, please follow the proper file upload formatting. We have a section dedicated to proper data formats and file types for proper upload into SecurEnds, in the event application data is best to be uploaded via .csv / excel file.

Many questions arise during implementations due to file formatting issues. We request you familiarize your team with SecurEnds file upload standards now so they can have greater success going forward.

Please see file formatting here.

The post Set up Phase appeared first on SecurEnds.

Steps to Completion:

1. Walkthrough the process to create, launch, and review a campaign
2. Provide Managers (reviewers) with training documentation
3. Discuss lessons learned and any items brought up from the test review
4. Finalize any issues found during User Acceptance Test (UAT) Campaign
5. Sign-off on UAT Testing and ready for a Production launch of a Campaign

The post Testing and Review Phase appeared first on SecurEnds.