Welcome ! If you made it to this page then you are most likely to try PolicyPak. This is the “How to Use the PolicyPak Customer Portal” video. The PolicyPak Customer Portal is the *ONLY* way to download PolicyPak. If you need access, please talk with your PolicyPak sales rep for access. When ready, please access the ACTUAL PolicyPak Customer Portal via the Support & Sharing menu item.
PolicyPak Customer Portal
Hi. This is Jeremy Moskowitz. In this video, you’re going to learn all about the PolicyPak Customer Portal.
To get started, you’ll get a password from us. You use your own “EMAIL ADDRESS” and we supply the “PASSWORD.” I’m going to “LOGIN” to the “Portal.” You could also log on to the support “Forum,” but for this demonstration we’re going to talk mostly about the “Portal.”
Once you’re logged on, you can see a couple things. First is what “Product(s)” you are licensed for and the “License Count” you’re paid up for. Now remember, PolicyPak doesn’t just stop working or something if you go over that “License Count.” You’ll true up next year, but this is how many licenses we think you’re licensed for and then how many “days” you’ve been customer and when your “Expiration Date(s)” are. So this kind of gives you a dashboard of your status. Obviously, this account that I’m using here is new. He has been a customer for “0 days.”
You can also see here the “Contact Details.” We have this idea of “Primary” and Secondary people in the system. If you’re watching this, chances are you’re the Primary. Primaries are the main people that we here at PolicyPak will interact with. If we have a question for you, we’ll probably call you, the “Primary.”
But you can also add other contacts. We call them Secondary and Accounting. The idea is that you would select “Add New Contacts,” insert their “First name” and “Last name” and “Email address” and “Select Contact Type.” A technical person is considered a “Secondary Contact.” If you and three people want to get into the PolicyPak Portal, you can add them as Secondary Contacts and they’ll have access to the PolicyPak Portal just like you.
We also like to have “Accounting Contact(s)” on file. The Accounting Contacts are important for when your renewal comes into play. We’ll be talking with them, so it’s good to make sure that they’re listed here as well. So the only kinds of accounts you’ll have are Primary, Secondary and Accounting, and they should all be listed right here.
Now let’s get on to the good stuff, the stuff that’s actually in the Portal itself, things that you can download. The most important thing or easiest way for you to get started is to click here: “Download Everything (Bits, Paks, Manuals, but not Advice).” What is all this stuff? Let’s talk about it.
“Bits” is the actual stuff that’s the downloadable and installable stuff. If you’re using PolicyPak On-Prem, that’s this. If you’re using PolicyPak with an MDM service, that’s also this. Even if you’re using PolicyPak Cloud, it’s also this. In other words, you use the Bits to download and create directives, and it also has the client side extension that you deploy to your endpoints for the on-prem version.
The “Paks” are the items that would manage things like Firefox, Flash, Java, OpenOffice and so on. Those are all the Paks. I bet you can see where we’re going with “Manuals.” We have a manual for each of our components, and we also have some special manuals for some special situations, like Firefox and Internet Explorer also have their own manual.
Additionally, we have this thing called “Advice XMLs.” Advice XMLs are things like DISA STIGS that are converted to our format for you to import and also our PolicyPak Least Privilege Manager XMLs. If you want to preconfigure applications to run with elevated rights, you can download our Advice XMLs. This is all documented in the particular manuals, but Advice XMLs would be things like I said, the DISA STIGS and also the PolicyPak Least Privilege Manager XML files.
I recommend that you “Download Everything (Bits, Paks, Manuals, but not Advice)” to get started. If we take a look at this, when you go ahead and click on that you will have to read through and accept the EULA. Please do that. Go ahead and click “I AGREE” here.
Then you’ll see what’s new. We always have a little what’s new running ticker line of what has happened recently. Then you can download “Download everything as a ZIP.” Inside, you can see one version has “ZIPS” for everything. Another one has “ZIP for Paks” but the “Bits as ISO.” This can be helpful if you’re using VMware or other things that can consume ISO files. We give you a choice on which one to use.
If we were to go back here, you can also “Upload log files to missing SRX Case.” If you don’t have an existing SRX case, we will not let you magically just upload files to Nowhereland. We’ll give you a little warning if that should occur, no SRX there.
The last thing is “Manage Notifications.” Notifications here is about getting information when we have new things to tell you. Some things you can’t opt out of. When we have new major builds, new big important stuff, there’s no way to opt out of that. Everybody who is a Primary and everybody who is Secondary will get that information.
If we have changes to Paks, we will just email those in an automatic fashion. We recommend that you keep yourself subscribed to everything. So subscribe to “ALL Pak changes,” “Manual/Documentation changes” and “Bits changes.” Also, we have a “Weekly Knowledge Base Update” article that’s automatically sent to your inbox. We highly recommend that you keep subscribed to absolutely everything here.
There are some other little things. You can change “My Email & Password.” We’ll be updating this soon to enable you to change your phone number as well. Also, we have “Live Training (Replays).” We have the replays for some live trainings that we’ve done here to help you with some of our ins and outs of some of our products. Definitely check this. By the time you see this video, maybe we’ll have more up there.
That’s it for the PolicyPak Portal. The most important thing you can do is to get started with “Download Everything (Bits, Paks, Manuals, but not Advice).” If you need the Advice, that’s kind of a big download. You can download that separately, which is why we don’t include it.
The last piece of the puzzle here also is that once you’re logged on to the Portal here, it’s a quick “Jump to” the “Customer Forum.” This is going to be the best place for you to ask your questions about how does a product work or any challenges you might be having that might also help somebody else. How does a product work or if you’re having some kind of issue, this is a good first place to start: the PolicyPak Forums.
When you’re all done, you simply “Logout” and that’s it. That gives you the ability to get into the PolicyPak Portal and also to the Forums. I hope this helps you out, and I’m looking forward to seeing you on the inside.