Smart Agent - Next Steps

After your smart agents are installed, there are a few more steps needed to complete before piloting your Smart Agent devices with Relay.

User Bound Devices

Smart Agents identify users at the device login level, therefore Smart Agents support either an Active Directory-bound Mac/Windows or a 365 bound Windows 10 device.

Caution: Always ensure that usernames in Relay match the username used to login to the device.

When the device is bound to the Active Directory, the Smart Agent will query the directory server to find the UPN to use as the email address. If the UPN is not found, the agent queries for an email address attribute. When either is not found, it will use the samAccountName from the login.

Note: When using Active Directory, the device must be connected to the ‘local’ Active Directory network the first time for the Smart Agent to be able to query the server. The agent will cache the queried information after that.

Adding Users and Groups to Relay

To associate the pilot device(s) to a user in Relay, you must create the user in Relay. Once Smart Agents are out of Early Access (and into General Access) you will be able to import and sync your users with 365, Active Directory, Google, and/or your SIS. For Early Access, you must manually create users.

Add users, groups, schools, and districts from the Relay launcher > Admin Tools. To test the Smart Agent filters and reporting functionality, create a test group with testing users.

Caution: Log in to the Launch Dashboard (as an administrator) with the same email-adress domain as the users to be added.

Users

Manage your users by navigating to Admin Tools > Users from the Launch Dashboard.

1

Add New Users

To add new Users, click the icon in the lower-right corner of the Users page.

In the Create User window, complete the user information fields (First Name, Last Name, email, etc.) and click the green checkmark to save the new user.

Edit User Information

On the Users screen, you can:

  • a. Search for your users in the search field
  • b. Results will show below. Clicking on a user name will open their details to the right.
  • c. Edit the username by clicking the edit icon
  • d. Edit the user information by clicking the edit icon
  • e. Clicking the Actions button allows you to disable, delete, or archive/un-archive the user account
  • f. Click the plus (+) sign to add the user to a Group
  • g. Click the x to the right of a Group to remove the user form a Group.

2

Note the following guidelines for user profiles:
  • Relay requires an email address for Windows and Mac Smart Agents.
  • When email address is indicated, it must be unique to this account. Email addresses cannot be shared or used on multiple accounts.
  • Add the school name by typing the beginning characters and selecting from the drop-down menu.
  • Screen name must be a unique identifier.
  • Relay Smart Agents also require the domain be included with the username — “Domain\Username”.
  • Password is only required if the user will not be authenticating against your network directory. If that’s the case, be sure to also select No for “Rocket Auth.”

Groups

Manage your groups by navigating to Admin Tools > Groups from the Launch Dashboard.

3

Adding Groups

To add new Groups, click the icon in the lower-right corner of the Groups page.

In the Create Group window, complete the group information fields (Title, Owner, School, etc.) and click the green checkmark to save the new group.

Editing Groups

On the Groups screen you can:

  • a. Search for your groups in the search field
  • b. Results will show below. Clicking on a group name will open up its details to the right
  • c. Edit the group name by clicking the edit icon
  • d. Edit the group information by clicking the edit icon
  • e. Clicking the Actions button allow you to delete the group
  • f. Click the plus (+) icon to add Subgroups to the group
  • g. Click the plus (+) icon to add Members (users) to the group
  • h. Click the dropdown icon and select Delete Member to delete a user from the group

4

Testing Reccommendations

We recommend using your pilot devices to run a variety of web traffic, including searches and sites that are commonly blocked, such as proxy.com or poker.com (refer to your filtering policies in Realy for blocked sites). We recommend testing your reports in the User Information panel.

Note: Dashboard reporting has a built-in delay which makes it a poor choice for testing/verifying expected behavior.