Quick Deployment Guide
Overview
Prerequisites
Deploy Virtual Appliance
Admin Console Setup And Policy Configurations
Policy Authorization and Authentication
Applications And Services
Testing End-to-End Access for truePass
System Configuration
Configure Services
Configure Edge Gateway
Configure Active Directory
Configure Two-factor Authentication via Email
Configure Two-factor Authentication via SMS [optional]
Configure Multi-factor Authentication (MFA) [optional]
Configure Syslog [optional]
Configure TOTP [optional]
Configure Network Rules
Configure Security Policies
Add, Edit and Delete a Policy
Authentication and Authorization Methods
Constraints and Conditions
User Groups Restrictions
Day and Time Restrictions [optional]
Geographical and Location Restrictions [optional]
Configure Application Access and Permissions
Add, Edit and Delete Application
Configure Application
RDP and VDI Service Configuration
HTTP Service Configuration
SSH/SFTP Service Configuration
SMB/SIFS Service Configuration
Configure Application Access Control (AD Users/Groups and Resources)
RDP and VDI Resources Access
HTTP Resources Access
SSH/SFTP Resources Access
SMB/SIFS Resources Access
Run Workflow Policy Validation
Configure Certificates
OMNIBOX
Channel types
Channel Types & Creation
WhatsApp API Channel
WhatsApp API abilities
Personal WhatsApp Channel
Sync Contacts
Disconnect personal device
Personal & BOT channel automation
BOT channel
Facebook Channel
Instagram Channel
Features
Log in to OMNIBOX
Logout/ remove channel
encrypted OMNIBOX server
Features
Assign a team member to chat
Automation Workflows
Event trigger
Event Trigger Conditions
Campaigns
Basic Campaigns
Drip Campaigns
Chat Interface
Contacts
Contact Info
Contact List
Conversation search
Custom Fields
Dashboard
Facebook Leads
File Manager
Follow Ups
Integrations
Message History
Rest API
Select and Download Conversations
Send Message
WooCommerce Marketplace Setup
Button/Options/Product Messages
OMNIBOX architecture
2.1.3 Configure Two-factor Authentication via Email
Quick Deployment Guide
Overview
Prerequisites
Deploy Virtual Appliance
Admin Console Setup And Policy Configurations
Policy Authorization and Authentication
Applications And Services
Testing End-to-End Access for truePass
System Configuration
Configure Services
Configure Edge Gateway
Configure Active Directory
Configure Two-factor Authentication via Email
Configure Two-factor Authentication via SMS [optional]
Configure Multi-factor Authentication (MFA) [optional]
Configure Syslog [optional]
Configure TOTP [optional]
Configure Network Rules
Configure Security Policies
Add, Edit and Delete a Policy
Authentication and Authorization Methods
Constraints and Conditions
User Groups Restrictions
Day and Time Restrictions [optional]
Geographical and Location Restrictions [optional]
Configure Application Access and Permissions
Add, Edit and Delete Application
Configure Application
RDP and VDI Service Configuration
HTTP Service Configuration
SSH/SFTP Service Configuration
SMB/SIFS Service Configuration
Configure Application Access Control (AD Users/Groups and Resources)
RDP and VDI Resources Access
HTTP Resources Access
SSH/SFTP Resources Access
SMB/SIFS Resources Access
Run Workflow Policy Validation
Configure Certificates
OMNIBOX
Channel types
Channel Types & Creation
WhatsApp API Channel
WhatsApp API abilities
Personal WhatsApp Channel
Sync Contacts
Disconnect personal device
Personal & BOT channel automation
BOT channel
Facebook Channel
Instagram Channel
Features
Log in to OMNIBOX
Logout/ remove channel
encrypted OMNIBOX server
Features
Assign a team member to chat
Automation Workflows
Event trigger
Event Trigger Conditions
Campaigns
Basic Campaigns
Drip Campaigns
Chat Interface
Contacts
Contact Info
Contact List
Conversation search
Custom Fields
Dashboard
Facebook Leads
File Manager
Follow Ups
Integrations
Message History
Rest API
Select and Download Conversations
Send Message
WooCommerce Marketplace Setup
Button/Options/Product Messages
OMNIBOX architecture
2.1.3 Configure Two-factor Authentication via Email