Installing the ISA User Agent on Microsoft Windows
Step 1: Login to the ISA Portal
Once the Administrator of an organization provisions a user in the InstaSafe Secure Access (ISA) Management Console, a Welcome Email would be sent on the user's registered email ID. Click on ‘Company Signin’.
The ISA portal (https://<<company>>.instasafe.com) specific to the user's organization would open up. Users can make use of the credentials provided by their organization's Admins to login to the portal.
Depending on the type of deployment setup opted for by the organization, these credentials may either be the Domain Credentials (synced with the corporate IAM) or created locally in the ISA Management Console by the Admins. In some cases, the Admins might even allow users to set their own ISA passwords. In this case, users would receive an email through which they could set their own passwords, in addition to the regular 'welcome email'.
It is expected that the Admins convey this information to all users of the organization that would be making use of the ISA solution.
Users that are locally provisioned can change their passwords within the ISA portal once logged in.
Step 2: Download the ISA User Agent
Once logged in, you can download the respective installation file depending on your device OS. This guide focuses on the Windows Installation of the ISA User Agent.
Click on 'Windows' to download the Windows executable file of the ISA User Agent.
In some cases, the Admins might silently deploy and install the ISA User Agent on the end-points using GPOs or an SCCM. In this case, the users would only be required to configure the ISA User Agent with their credentials on their respective machines. However, that is out of scope for this guide.
Step 3: Install the ISA User Agent
Run the downloaded executable file (as Administrator)
Click on ‘I Agree’ to accept the License Agreement and begin the installation
Click on ‘Close’ once the installation is complete
Step 4: Configure the ISA User Agent
Users must enter their credentials (same as the one used to login to the ISA portal) in the window that pops-up to configure the ISA User Agent with their own profile
In case Two Factor Authentication has been configured, an OTP received on the user's registered email ID or phone number would need to be entered in order to proceed.
Once the credentials have been correctly entered, this confirmation message will show up. Click on 'OK' to proceed.
Step 5: Connect the ISA User Agent
A shortcut named 'InstaSafe Agent' would get created on the desktop.
Double click and run, to launch the UI of the ISA User Agent.
Depending on the 'Authentication Type' selected by the Admins, users might be prompted to enter their credentials in order to connect the ISA User Agent.
In case Two Factor Authentication has been configured, an OTP received on the user's registered email ID or phone number would need to be entered in order to connect.
This would need to be repeated each time the user wishes to connect.
The ISA User Agent would now be launched and an icon bearing the InstaSafe Logo should show up in the notification tray of the task-bar at the bottom right corner of the desktop.
Double click the icon to bring up the real time connection status.
The real time connection status display several logs that are useful for troubleshooting any issues that might crop up.
Once connected, a notification banner should get displayed at the bottom right corner of the desktop. It would also mention the ISA IP assigned.
With the ISA User Agent connected, users would be able to access their organization's internal applications as per the Access Policies defined.
It is expected that the Admins provide all users a list of their individual network entitlements, the respective FQDNs/IP Addresses of the application servers and their login details.