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1. To install the Connect UI, go to the following link - Connect 2018_Setup.
2. A message displays asking, "What do you want to do with connect2018_setup.exe?" You can save the file to your computer and then double-click to run the file or choose Run to start the installation.

3. In the Welcome window, choose Install.

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4. This will complete the Connect installation. Choose Finish. 

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5. Launch Connect by double-clicking the Connect 2018 icon on the desktop.

6. The Connect login window displays.A license must be requested via an existing user with licensing authority. An email will be sent to the new user's email address containing a temporary password. The new user may then change the provided password. 

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7. Open Connect after receiving the email.

8. Enter username and temporary password. 

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1. Choose the drop-down arrow to the far right of the menu bar. 

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2. Choose Edit Users/Roles. 

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3. In the Users and Roles window, in the Users tab, choose Add.

4. Enter the Email Address of the user you are creating. 

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   Each user must have a unique email address.

   
   

5. Choose OK. 

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6. In the Create User window, choose Yes. 

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7. In the Edit User window, enter the Name and choose the Role for the user. 

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   Info
   The Admin User role is the only installed role. For information on about roles, see [ Working with roles .

   
   

8. Choose OK.

9. After the user is created, a success window displays. Choose OK. 

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10. The user needs to check their email inbox for an email containing their temporary password. 

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    New user login and password change

The assumption is that the new user has installed Connect.

1. Launch Connect.

2. Enter the user email address and temporary password. 

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3. Choose the drop-down arrow to the far right of the menu bar.

4. Choose Change Password. 

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5. In the Change Password window, enter the current password and then enter the new password (twice). 

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6. Choose OK.
7. Choose OK in the Success window.

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Forgot password

1. In the Login window, choose Forgot Password. 

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1. Choose Yes in the confirmation window. 

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1. Choose OK in the success window. 

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Note: 

1. Follow the steps in [ New_user_login_and_password_change .

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Creating a role

To create a role:

1. Choose the drop-down arrow to the far right of the menu bar. 

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1. Choose Edit Users/Roles. 

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1. In the Users and Roles window, in the Roles tab, choose Add. 

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1. In the Edit Role window, enter the Name of the role you are creating. 

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1. The Expires date defaults to one year from the current date, however you can edit this date.  When the role expires, the user will no longer have access to Connect.

2. Under the Permissions section, choose the permissions that users assigned to this role will have. 

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1. Choose OK.

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Editing a role

To edit a role:

1. Choose the drop-down arrow to the far right of the menu bar. 

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1. Choose Edit Users/Roles. 

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1. In the Users and Roles window, in the Roles tab, choose a role and then choose Edit

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1. In the Edit Role window, you can edit name, expiration date, and/or permissions. 

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1. Choose OK.

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Deleting a role

To delete a role:

1. Choose the drop-down arrow to the far right of the menu bar. 

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1. Choose Edit Users/Roles. 

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1. In the Users and Roles window, in the Roles tab, choose a role and then choose Delete.Users assigned to this role will not have log in Connect. 

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1. Choose Yes in the confirmation window.
2. Choose OK.

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Roles can be applied to objects to limit a specific set of objects/devices to users who have been assigned to the same role. Users with the Admin role will be able to see all of the objects. Multiple roles may be applied to objects. The [ Object role application rules table indicates if roles may be applied at the top level and the inheritance (if any) to children. 

To apply a role to an object:
In this example, a role is applied to a Site.

1. Choose the Configuration Explorer icon, and then expand Campuses and then expand the campus name.  

2. Right-click on the Site name. 

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1. Choose Edit Roles.

2. In the Object Role Editor, mark/unmark the Can Read and/or Can Edit check boxes next to the roles. 

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1. Your user role will not be visible.

   
   

   
   

1. Choose OK. All Areas beneath this Site will have the same roles applied.
2. If you apply roles to a level above the Site, a message asks if it is okay to apply the changes to all of the selected objects, which are the children beneath the object that is selected based on the rules defined in the [ Object role application rules table.

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There are different rules for the top-level objects and how (or if) a role affects the object's children. 

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Creating an agent

1. Choose the Configuration Explorer Image Modified icon, and then choose Agents on the tree on the left-hand pane. 

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1. You can either choose the New Agent icon or you can right-click on the Agents folder and then choose New Agent.

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General settings

1. On the General Settings tab, enter the Name and Description (optional) of the Agent. 

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1. You can choose the Site for the agent by choosing Browse. Choose the site and then choose OK. You can also assign the Site later. 

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   A Site can also be created on-the-fly when assigning a Site to an Agent.

   
   

1. Choose the Connection Type and choose Edit.
2. In the Connection Settings window, enter the settings as defined in [ Scanning BAS Networks .
3. Choose OK in the Edit Agent window to close the window.See [ Licensing the Mini Agent to license the agent.

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1. In Connect, choose the drop-down arrow located to the right of the menu Image Modified icon, and then choose Mini Agent Licensing. 

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1. In the Mini Agent Licenses window, choose the agent and then choose Assign Mini Agent

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1. In the Agent License Request window, choose Lookup to the right of Serial #.

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1.  

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1. Enter the first 5 digits of the agent's serial number and then choose OK.
2. Enter the following:

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  • Zip Code
  • Misc. Notes

1. Choose Send now.

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Simple connect mini agent deployment

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When you are on the Connect Home page, you can switch views to hide or display campuses. When a campus is hidden, you will see all your agents in the Agent Name column. With the campuses shown, agents are displayed beneath the campus their site is located.
Campuses off - Show Campuses button displayeddisplayed 

Campuses on - Hide Campuses button displayed

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Assigning a static IP address to mini agent

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1. Plug the PC into the network drop for the Mini Agent.

2. Choose Check Network Status. 

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1. The Connect server port is auto-selected. 

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1. Choose Check Network Settings.

2. Note the statuses of each of the ports. An icon displays to the right of each Connect port. 

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1. Verify the PC successfully obtained an IP address on the same subnet as the BAS. 

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   If any of the ports cannot be accessed, or if an IP address was not successfully obtained, contact the system administrator to open the required ports and to reserve a static IP address.