Initial Configuration

Creating a Team

Before using ScaleFT, the first thing to do is to create a team in the ScaleFT dashboard.

Every team requires a unique team name, and an Identity Provider which ScaleFT can use to authenticate users in your team.

Team names are case-insensitive, alphanumeric, and may contain dots, dashes, and underscores. Generally, to use ScaleFT, you will only need one team, which you can name after your company. If, for right now, you are only going to run a trial or POC of ScaleFT at your company, you might want to name the trial team something like <companyname>-trial.

Configuring a Project

  1. Navigate to the “Projects” tab, and click “New Project”.
  2. Name your project (could be something like demo), and click “Submit”.
  3. Navigate to the “Permissions” tab and click “Add Group” to grant permissions on the project to a group of users.

Adding a group to your project lets you grant groups of users access to the resources in that project. If you’re just trying ScaleFT out for the first time, you can just use the pre-existing everyone group, and select the “Admin” option to grant maximum permissions.

Later, when you’ve added servers to the project, and more users have joined your team, configuring projects and groups more deliberately will allow you fine-grained control of access across your servers.

Setting up infrastructure access

Install the ScaleFT Agent on one or more servers, and enroll those servers in your Project.

The ScaleFT Agent will automatically configure your servers to trust certificates issued by the ScaleFT Platform as a method to authenticate SSH or RDP users.

You can also configure the agent to create user accounts for the members of your team, and even manage administrative access with ScaleFT roles and permissions.

First-time User Setup

Have team members install the ScaleFT client and enroll it with ScaleFT.

The recommended SSH integration method uses ssh proxycommand so users can use ssh transparently.

Once installed by the users in your team, the ScaleFT client will connect to the ScaleFT Platform to verify users against your Identity Provider (IdP).

While a team member remains authenticated, the client manages the dynamic credentials that enable that user to authenticate to any resources they may access.