Step 1	Setting Up a Virtual Machine This is done on your VMware / Hyper-V / Nutanix environment - either through their client or web interface. Separate instructions are provided for each platform.	Option 1: VMware ESXi 6.7 Option 2: VMware vSphere Option 3: Hyper-V Option 4: Nutanix AHV-OVA Method Option 5: Nutanix AHV-Unpacked OVA Method
Step 2	Setting Up the IP, Network and Machine Role(s) The instructions are similar for all environments. This is done on a Console interface on the VM.	Setting Up the IP, Network and Machine Role(s)
Step 3	Setting Up the Account and Finishing Deployment This is done from the Teramind Dashboard.	Setting Up the Account and Finishing the Deployment
Step 4	Installing the Teramind Agent The Agent can be downloaded from the Teramind Dashboard.	Installing the Teramind Agent

Teramind On-Premise Overview

Teramind is the world’s leading platform for employee monitoring, insider threat detection, data loss prevention and workforce productivity optimization solutions. All Teramind solutions can be deployed On-Premise. This deployment guide will help you discover what you can expect from your Teramind On-Premise deployment and provide you with installation prerequisites, step-by-step instructions, technical, and support information.

Architecture	Self-contained, Linux-based VM
Data Center	Deploy in your own data center
License	Endpoint based. More information on licensing can be found here.
Server	Managed by you, VHD provided by Teramind
Updates	Periodic, single file, uploaded to the dashboard
Backups	Managed by you
Scalability	Horizontally scalable, from 1 to 50,000+ concurrent sessions.
Support	Installation assistance, 24/7 follow-the-sun, enterprise SLA
Additional Options	Manual/remote/silent agent install options Active Directory/Group Policy support SIEM & Project Management software integrations

You can download a PDF version of the deployment guide by clicking the button below:

 

Deployment Videos

Step 1 (Option 1): Setting Up a VM with VMware ESXi 6.7 Web Interface

1.1 Downloading the VM Image

Go to the Download section of the Teramind Self-Hosted Portal.

Scroll down to the Step 2: Download Packages section.

Select VMWare, Nutanix AHV (OVA) from the Teramind On-Premise Server Image drop-down list and click the download button to download the OVA file. You will need this file in Step 1.4 Deploying the OVF/OVA File.

1.2 Creating the VM

From the VMware main interface, under the Navigation tab on the left, select Virtual Machines.

From the right side of the screen, click the Create / Register VM button.

1.3 Selecting the VM Type

A window will pop up where you can specify settings for the new virtual machine you are about to create.

For the first screen, Select creation type, select Deploy a virtual machine from an OVF or OVA file option.

Click the Next button to continue.

1.4 Deploying the OVF/OVA File

Here, enter a name for your virtual machine. For example, ‘Teramind’.

Then click the area that says, Click to select files or drag/drop to upload the Teramind Server OVA file you downloaded in Step 1.1 Downloading the VM Image.

Click the Next button to continue.

1.5 Selecting the Storage

For now, you can keep the default settings as-is for the Select storage screen.

We will add a second hard disk later for the screen recordings (Step 1.13 Adding a New Hard Disk).

Click the Next button to continue.

1.6 Specifying the Deployment Options

Select Thick for the Disk provisioning option.

You can keep the default settings as-is for the rest of the options.

Click the Next button to continue.

1.7 Completing the VM Creation

On the Ready to complete screen, you can see a summary of your VM’s settings. Click the Finish button to start the VM deployment process.

Do not refresh your browser while the VM is being deployed.

1.8 Accessing the VM’s Settings

Once the deployment is finished, you can see your newly created VM ‘Teramind’ on the main ESXi interface under the Virtual Machines tab.

We will now add a second volume to hold the screen recordings.

Click the VM Teramind to access it’s settings.

1.9 Shutting Down the VM

If the VM is running, click the Shut down button to shut it down first.

Wait until the VM is shut down.

1.10 Powering Off the VM

Click the Power off button to power off the VM.

1.11 Confirming the VM Power Off

You might see a warning message saying powering off the VM may cause data loss. Since our VM is brand new, we don’t have to worry about that.

Click Yes to continue.

Wait until the VM is powered off.

1.12 Adding New Hardware

Click the Actions button on the top-right corner. Select Edit settings from the pop-up menu.

A new window will pop up where you can configure and add/remove hardware for your VM.

1.13 Adding a New Hard Disk

Under the Virtual Hardware tab, click the Add hard disk button then select New standard hard disk.

1.14 Changing the Size of the Hard Disk

You will see the new hard disk appear on the list of hardware on the left side of the window.

Click the New Hard disk. You can adjust its size on the right. You can start with a small size (i.e. 16 GB) and then increase as needed.

Click the Save button.

1.15 Preparing for Step 2

Back on the main interface, click the Console button on top and select Open browser console.

Once the console window opens, you will be able to set up the IP, network and assign machine role(s).

Step 1 (Option 2): Setting Up a VM with VMware vSphere Client

1.1 Downloading the VM Image

Go to the Download section of the Teramind Self-Hosted Portal.

Scroll down to the Step 2: Download Packages section.

Select VMWare, Nutanix AHV (OVA) from the Teramind On-Premise Server Image drop-down list and click the download button to download the OVA file. You will need this file in Step 1.2 Deploying the OVF/OVA Template.

1.2 Deploying the OVF/OVA Template

From the vSphere client interface, click the File menu and select Deploy OVF Template…

When prompted, select the Teramind Server OVA file you downloaded in Step 1.1 Downloading the VM Image.

The Deploy OVF Template window will pop up.

1.3 Selecting the OVF/OVA Template Source

The first screen on the Deploy OVF Template window is called Source. On this screen, the Deploy from a file or URL box should already be populated by the OVA file path you selected in Step 1.2 Deploying the OVF/OVA Template. If not, you can click the Browse… button to load the file again.

Click the Next button to continue.

1.4 Viewing the OVF/OVA Template Details

The OVF Template Details screen will show the details for the OVA file.

Click the Next button to continue.

1.5 Setting the Template Name and Location

On the Name and Location screen, enter a name for the deployed template. For example, Teramind.

Click the Next button to continue.

1.6 Changing the Disk Format

We can keep the default settings as-is for the Disk Format screen.

Click the Next button to continue.

1.7 Changing the Network Mapping

We can keep the default settings as-is for the Network Mapping screen.

Click the Next button to continue.

1.8 Completing the VM Creation

On the Ready to Complete screen, you can see a summary of your VM’s settings.

Click the Finish button to start the VM deployment process.

1.9 Accessing the VM’s Settings

Once the deployment is finished, you can see your newly created VM, Teramind on the main vSphere interface, on the list of servers.

We will now add a second volume to hold the screen recordings.

Right-click the Teramind server and select Edit Settings… from the pop-up menu.

The Virtual Machine Properties window will open.

1.10 Adding New Hardware

On the Virtual Machine Properties window, click under the Hardware tab you will see a list of existing hardware.

Select Hard disk 1 then click the Add… button on top.

The Add Hardware window will open.

1.11 Selecting the Device Type

On the first screen, Device Type of the Add Hardware window, select Hard Disk.

Click the Next button to continue.

1.12 Creating a New Virtual Disk

On the Select a Disk screen, make sure the Create a new virtual disk is selected.

Click the Next button to continue.

1.13 Configuring the Hard Disk

On the Create a Disk screen, you can adjust the disk parameters or keep them as-is.

For the Disk Size parameter, you can start with a small allocation (for example 16 GB) and then increase as needed.

Click the Next button to continue.

1.14 Changing the Advanced Options of the Hard Disk

You can keep the default settings as-is for the Advanced Options screen.

Click the Next button to continue.

1.15 Finishing the Add Hardware Step

The Ready to Complete screen will show a summary of your disk.

Click the Finish button to finish setting up the disk.

Close the Virtual Machine Properties window to go back to the main vSphere interface.

Next, we will power up the virtual machine.

1.16 Powering Up the VM

You can see the status of the machine under the Recent Tasks list.

Make sure the Status of the Power On virtual machine task shows ‘Completed‘ before moving on to the next step.

1.17 Preparing for Step 2

Once the VM is powered up, right-click the VM Teramind and select Open Console from the pop-up menu.

Once the console window opens, you will be able to setup the IP, network and assign machine role(s).

Step 1 (Option 3): Setting Up a Virtual Server with Hyper-V

1.1 Downloading the VM Image

Go to the Download section of the Teramind Self-Hosted Portal.

Scroll down to the Step 2: Download Packages section.

Select Hyper-V, Nutanix AHV (VHD) from the Teramind On-Premise Server Image drop-down list and click the download button to download the VHD file. You will need this file in Step 1.8 Connecting a Virtual Hard Disk.

1.2 Creating the VM

From the main interface, on the left pane, under the Hyper-V Manager, right-click on the Hyper-V host that you wish to host the new virtual machine.

From the pop-up menu, select New then Virtual Machine…

A New Virtual Machine Wizard window will appear.

1.3 Getting Started with the VM Wizard

You can skip the first screen Before You Begin on the New Virtual Machine Wizard window.

Click the Next button to continue.

1.4 Specifying the VM Name and Location

On the Specify Name and Location screen, enter a name for your virtual machine. For example, Teramind.

Click the Next button to continue.

1.5 Specifying the VM Generation

On the Specify Generation screen, select Generation 1.

Click the Next button to continue.

1.6 Assigning the VM Memory

On the Assign Memory screen, you can enter the Startup memory. Use the Primary Server Requirements table to get an idea of how much memory you might need. For this tutorial, we will use 4500 MB or about 4 GB.

Click the Next button to continue.

1.7 Configuring the Network

On the Configure Networking screen, you can choose your network connection. Select External Switch from the Connection list.

Click the Next button to continue.

1.8 Connecting a Virtual Hard Disk

On the Connect Virtual Hard Disk screen, select the Use an existing virtual hard disk and then click the Browse… button.

When prompted, select the Teramind Server VHD file you downloaded in Step 1.1 Downloading the VM Image. Once the file is loaded, click the Next button to continue.

1.9 Finishing the VM Deployment

On the Summary screen, you can see a summary of your VM’s settings.

Click the Finish button to start the VM deployment process.

1.10 Accessing the VM’s Settings

Once the deployment is finished, you can see your newly created VM, Teramind on the main Hyper-V Manager interface, under the Virtual Machines panel.

We will now add a second volume to hold the screen recordings.

Right-click the Teramind VM and select Settings… from the pop-up menu.

The VM Settings for Teramind on [your VM host name] window will open.

1.11 Adding an IDE Controller

Select the IDE Controller 0 from the list of hardware on the left panel.

Then, on the right, select Hard Drive and click the Add button. A new virtual drive will be added under your primary drive on the left panel.

1.12 Adding a New Hard Drive

Click the New button on the new Hard Drive screen.

The New Virtual Hard Disk Wizard window will open.

1.13 Getting Started with the HD Wizard

You can skip the first screen, Before You Begin on the New Virtual Hard Disk Wizard screen by clicking the Next button.

1.14 Choosing the Disk Format

On the Choose Disk Format screen, make sure VHDX is selected.

Click the Next button to continue.

1.15 Choosing the Disk Type

You can keep the default settings as-is on the Choose Disk Type screen.

Click the Next button to continue.

1.16 Specifying the Hard Disk Name and Location

On the Specify Name and Location screen, give your virtual hard disk a name. For example, SecondDisk.vhdx. For location, you can keep the default path or change it wherever you want to store the virtual hard disk.

Click the Next button to continue.

1.17 Configuring the Hard Disk

On the Configure Disk screen, select the Create a new blank virtual hard disk option. For the Size parameter, you can start with a small allocation (i.e. 16 GB) and then increase as needed.

Click the Next button to continue.

1.18 Finishing the Hard Disk Setup

The Summary screen will show a summary of your disk.

Click the Finish button to finish setting up the disk.

The wizard window will close automatically and return you to the VM settings window.

1.19 Viewing the Virtual Hard Disk on the Hardware List

You can see the newly created virtual hard disk SecondDisk.vhdx under the IDE Controller 0. The path to the hard disk will also be shown on the right panel on the Virtual hard disk field.

Click the OK button to save the changes and close the Settings window.

We are now ready to start the server.

1.20 Starting the VM

On the main Hyper-V Manager interface, under the Virtual Machines panel locate the VM Teramind.

Right-click on it, and select Start from the pop-up menu to start the server.

When the VM is ready, the State of the server will change from Off to Running.

1.21 Preparing for Step 2

When the VM is ready, right-click the Teramind VM again and select Connect… from the pop-up menu to open the Console window.

Once the console window opens,  you will be able to set up the IP, network and assign machine role(s).

Step 1 (Option 4): Setting Up a VM with Nutanix AHV (OVA Method)

1.1 Downloading the VM Image

Go to the Download section of the Teramind Self-Hosted Portal.

Scroll down to the Step 2: Download Packages section.

Select VMWare, Nutanix AHV (OVA) from the Teramind On-Premise Server Image drop-down list and click the download button to download the OVA file.

1.2 Accessing the OVAs Screen on the Prism Central Dashboard

Open your Prism Central dashboard, and click the Main Menu icon from the top-left corner.

Select OVAs.

1.3 Uploading the OVA

Click the Upload OVA button located near the top-left corner.

1.4 Choosing the OVA File

On the Upload OVA screen, select a cluster from the Select AHV Cluster drop-down list.

You can optionally enter a Name for the OVA.

You can optionally enter a Checksum for the OVA.

Note: you can find the checksum for the OVA on the Self-Hosted Portal under the download button, see Step 1.1 Downloading the VM Image).

Click the Select File link. A file Open dialogue box will pop up.

Select the .ova file that you downloaded in Step 1.1 Downloading the VM Image.

Click the Open button on the Open dialogue box.

The file will start to upload.

1.5 Completing the Upload

Once the upload is completed, you will see a message that says, "Upload of file is successfully completed…".

Click the Close button. It will take you back to the OVAs screen.

1.6 Validating the OVA

When you upload an OVA, the system will perform three tasks: OVA create, OVA upload and finally, OVA validate.

It might take a while to complete all three tasks.

You will be able to see the status of these tasks by clicking the Recent Tasks icon (the icon is located near the top-right corner, showing a number inside a blue circle)

When the OVA tasks are finished, you will be able to use the OVA to deploy your VM.

1.7 Accessing the OVAs Screen

If you aren't there already, go to the OVAs screen by selecting OVAs from the Main Menu.

1.8 Deploying the OVA as a VM

Locate the OVA you created (you can use the filter to narrow down the list).

Right-click on the OVA and select Deploy as VM from the pop-up menu. You will be taken to the Deploy as VM wizard screen.

1.9 Configuring the VM

On the first step, Configuration, enter a Name for your VM.

Adjust the CPU, Cores Per CPU and Memory under the VM Properties section according to your needs. You can use the Primary Server Requirements section to get an idea of how much CPU/memory you might need.

Click the Next button to continue to the next step.

1.10 Allocating Resources - Disks & Networks

On the second step, Resources, you will notice that the OVA already comes with a disk, so you don't have to add one.

Under the Networks section, click the Pencil icon next to the empty subnet (if you don't see any subnet, click the Attach to Subnet button). The Update NIC window will pop up.

Step 1.11 Updating the NIC / Subnet

On the Update NIC pop-up window, select an appropriate network from the Subnet drop-down list.

Click the Save button.

Step 1.12 Changing the Boot Configuration / BIOS Mode

Back on the Resources step, select the Legacy BIOS Mode option under the Boot Configuration section.

Select DISK (SCSI) from the Set Boot Priority drop-down list.

Click the Next button to go to the next step.

Note: you might see a warning when you change the BIOS mode:

If you see such a warning, press the Confirm button on the warning dialogue box to confirm the change.

Step 1.13 Configuring the Management Options

On the Management step, you can optionally configure the Categories, Timezone and Guest Customization. However, in this tutorial, we will keep their default values.

Click the Next button to go to the next step.

Step 1.14 Reviewing and Finalizing the VM Creation

1.15 Accessing the VMs Screen

Click the Main Menu icon from the top-left corner.

Select VMs.

1.16 Launching the VM

On the VMs screen, locate the VM you just created.  You can use the filter on top of the screen to quickly locate the VM.

Click the name of the VM. It will take you to the VM's screen.

1.17 Powering Up the VM

On the VM's screen, select the Summary tab.

Click the More button and then select the Power On option from the drop-down menu.

The VM will be powered on and become ready for use in a moment.

1.18 Preparing for Step 2

On the VM's configuration screen, select the Console tab.

The VM will boot up in a few seconds and you will be shown the login prompt.

Note: you can click the Pop-Up Window icon to open the Console in a separate window to make it easier to work with.

Step 1 (Option 5): Setting Up a VM with Nutanix AHV (Unpacked OVA Method)

1.1 Downloading the VM Image

Go to the Download section of the Teramind Self-Hosted Portal.

Scroll down to the Step 2: Download Packages section.

Select VMWare, Nutanix AHV (OVA) from the Teramind On-Premise Server Image drop-down list and click the download button to download the OVA file.

1.2 Extracting the OVA File

The OVA file is a compressed archive. You will need to extract the file using a utility such as 7-Zip.

The extracted OVA file should contain several files. You will need to use the file with a .vmdk extension in Step 1.5 Adding the VMDK Image File.

1.3 Accessing the Images Screen on the Prism Central Dashboard

Open your Prism dashboard, and click the Main Menu icon from the top-left corner.

Select Images.

1.4 Adding a New Image

Click the Add Image button located near the top-left corner.

1.5 Adding the VMDK Image File

Click the Add File button. A file Open dialogue box will pop up.

Select the .vmdk file that you extracted from the OVA image in Step 1.2 Extracting the OVA File.

1.6 Adding the Image Description and Checksum (optional)

You can optionally add a Description and Checksum. However, in this tutorial, we do not need to use them.

Note: you can find the checksum for the OVA on the Self-Hosted Portal under the download button, see Step 1.1 Downloading the VM Image).

Click the Next button to continue to the next step.

1.7 Selecting the Placement Method and Clusters

Select the Place image directly on clusters option under the Placement Method section.

If you have multiple clusters, you can select them under the Select Clusters section. In this tutorial, we have only one cluster, BizDev12 and it's selected by default.

Click the Save button. The image will be saved and you will be taken back to the Images screen.

1.8 Verifying the Image Creation & Transfer

When you create the image, the system will perform three tasks: Create image, Image upload and finally, Transfer Image to Cluster.

Depending on your network speed, it might take a while complete all three tasks.

You will be able to see the status of these tasks by clicking the Recent Tasks icon (the icon is located near the top-right corner, showing a number inside a blue circle)

When the image tasks are finished, you will be able to use the image with your VM.

1.9 Accessing the VMs Screen

Click the Main Menu icon from the top-left corner.

Select VMs.

1.10 Adding a New VM

Click the Create VM button located near the top-left corner.

1.11 Configuring the VM

On the first step, Configuration, enter a Name for your VM.

Adjust the CPU, Cores Per CPU and Memory under the VM Properties section according to your needs. You can use the Primary Server Requirements section to get an idea of how much CPU/memory you might need.

Click the Next button to continue to the next step.

1.12 Allocating Resources - Disks

On the second step, Resources, click the Attach Disk button. A pop-up window will open.

1.13 Attaching a Disk Image

Select Disk from the Type drop-down list.

Select Clone from Image from the Operation drop-down list.

Select the .vmdk image you previously created from the Image drop-down list.

Make sure SCSI is selected from the Bus Type drop-down list.

Click the Save button.

1.14 Allocating Resources - Networks

Back on the Resources step, click the Attach to Subnet button. A pop-up window will open.

1.15 Attaching to a Subnet

Select an appropriate network from the Subnet drop-down list.

Click the Save button.

1.16 Changing the Boot Configuration / BIOS Mode

Back on the Resources step, select the Legacy BIOS Mode option under the Boot Configuration section.

Select DISK (SCSI) from the Set Boot Priority drop-down list.

Click the Next button to go to the next step.

Note: you might see a warning when you change the BIOS mode:

If you see such a warning, press the Confirm button on the warning dialogue box to confirm the change.

1.17 Configuring the Management Options

On the Management step, you can optionally configure the Categories, Timezone and Guest Customization. However, in this tutorial, we will keep their default values.

Click the Next button to go to the next step.

1.18 Reviewing and Finalizing the VM Creation

On the Review step, verify all the settings are correct.

If needed, you can press the Back button to go back and make any adjustments.

Otherwise, click the Create VM button. Your VM will be ready within a few seconds and you will be taken back to the VMs screen.

1.19 Launching the VM

On the VMs screen, locate the VM you just created.  You can use the filter on top of the screen to quickly locate the VM.

Click the name of the VM. It will take you to the VM's screen.

1.20 Powering Up the VM

On the VM's screen, select the Summary tab.

Click the More button and then select the Power On option from the drop-down menu. The VM will be powered on and become ready for use within a few seconds.

1.21 Preparing for Step 2

On the VM's configuration screen, select the Console tab.

The VM will boot up in a few seconds and you will be shown the login prompt.

Note: you can click the Pop-Up Window icon to open the Console in a separate window to make it easier to work with.

Step 2: Setting Up the IP, Network and Machine Role(s)

If you have followed all the instructions on Step 1 correctly, you should now have a console window open for your VM. We will use this console window to configure IP and other network settings and the machine role.

2.1 Logging into the VM

Log in using the following credentials:

• Username: setup
• Password: setup

Press Enter to continue.

2.2 Entering the Connection Details

When prompted, fill out the following information:

• IP address
• Netmask
• Default gateway (optional)
• Domain name server (DNS)

2.3 Setting the VM Role

Since this is a single-server deployment*, we will leave the default role to master when asked by the New role [master]: prompt. 

At this stage, we are done with the console commands.

Step 3: Setting Up the Account and Finishing Deployment

3.1 Accessing the Teramind Dashboard

Open your browser and type in the IP address you used for the Teramind server setup in the previous step (Step 2.2 Entering the Connection Details).

You might see a warning message on your browser saying the connection is not private or secure. This is normal. The warning is shown because you haven’t assigned any SSL certificate to your server. You can upload your own certificate later from the Teramind Dashboard (for more information, check out the Settings > Security > SSL section of the User Guide).

If you are using Google Chrome, you can click the Advanced button on the warning page and then click the Proceed to… link to continue. Other browsers have similar options to bypass the warning.

3.2 Accepting the EULA

When you enter the Teramind Dashboard for the first time, you will see the End-User License Agreement screen.

Scroll down and click the Accept & Continue button.

3.3 Setting the Language and Timezone

On the Welcome to Teramind screen, select your language and timezone.

Click CONTINUE.

3.4 Setting Up Your Admin Account

On the Lets secure your Teramind installation screen, enter an Email addrss, specify a Password and enter the same password in the Confirm password field.

This credential will be used for your admin account.

Click CONTINUE.

3.5 Getting Your License Key

Open a separate browser tab and log into the Self-Hosted Portal at: https://www.teramind.co/portal. Login with the admin email and password.

Click the Licenses tab.

From the list of licenses, click the Key link under the Actions column. A pop-up will display the license key.

 Copy the license key or write it down.

3.6 Entering the License Key

Go back to your Teramind Dashboard. Enter/paste the license key you copied in the previous step.

Click the CONTINUE button.

Note: if you do not want to set up a license at this stage, you can click the SKIP (YOU CAN DO THIS LATER) button. You can add a license later from the Dashboard. To learn how to do that, please check out this article.

3.7 Deciding the Next Step

At this stage, you can either Install agents or SKIP TO THE DASHBOARD.

Proceed to Step 4: Installing the Teramind Agent to learn more about Agent installation.

Step 4: Installing the Teramind Agent

Teramind Agent can be installed both locally and remotely. Check out this article to learn how to download and install the agent: How to download and install the Teramind Agent.

Firewall & Proxy Considerations

In most cases, you should not have to change any settings to get Teramind to work. By default, the Teramind Agents communicate with the Teramind server on two ports: 443, and 10000.

The Teramind management interface is entirely web driven and runs over HTTPS (port 443). This means that most proxies will allow the traffic through, provided you properly installed your SSL certificates.

For live and recorded screen playback, as well as live sessions listing, Teramind uses WebSocket. Although the WebSocket operates as HTTPS over port 443, some older proxies may not recognize this protocol. In either case, if you are experiencing trouble accessing your Teramind dashboard, try to disable your proxy temporarily to isolate the cause.

Also note that, if audio recording is enabled, Teramind Agent will connect to the server on a random UDP ports in the range 1000-65535 to send the audio recordings. Make sure UDP ports in that range are enabled and open from the endpoint to the server.

Antivirus Considerations

Teramind Agent and its drivers come digitally signed with an extended-validation certificate. We’ve made every effort to coordinate our signature with the major antivirus vendors, and as a result, Teramind should work normally with the vast majority of antivirus software. 

On-Premise Additional Configurations

Once you have installed Teramind successfully, you can configure other aspects of the server, agent and other settings entirely from the web-based dashboard. 

Changing the License Key

Check out this article for help: How to change the license key (On-Premise / Private Cloud Deployment).

Updating the Server

Check out this article for help: How to update the Teramind Server and BI Classification (On-Premise deployment).

Setting Up the Active Directory / LDAP Integration

Check out the Active Directory section on the Teramind User Guide to learn how to setup an Active Directory / LDAP integration.

SMTP Email

Check out this article for help: SMTP Configurations (On-Premise).

SSL Certificate

Check out the Settings > Security > SSL section on the Teramind User Guide to learn how to setup the SSL certificates. You can also create your own SSL certificates for use with your on-premise deployments. To learn how to generate such self-signed certificates, check out this article.

OCR Deployment

To set up OCR you will need one Session Mining node and at least one Session Mining Database node (for every 200 users). These nodes will communicate with the master node and with each other.

You can change the machine's role in Step 2.3 Setting the VM Role.  Instead of entering master, enter teracv for creating a Session Mining node and elastic for creating a Session Mining Database node.

After setting the machine role and specifying the master node’s IP address you will see the OCR node approval requests on the dashboard. For more information, check out the Settings > Server Management section on the Teramind User Guide.

Multi-Node Deployment

Check out this article for instructions on multi-node deployments: How to setup an on-premise multi-node deployment.

On-Premise Architecture

1. Teramind Agent asks Management Server for an Application Server IP and port
2. Management Server responds
3. Teramind Agent connects to the assigned Application Server

1. OCR Miner talks to the Management Server and asks for a record to process
2. Management Server fetches a screen file from the Screen & Audio Storage and sends it to the OCR Miner Node
3. Once OCR is done, the OCR Miner sends results as text to the Management Server
4. Management Server writes the OCR result text to Elasticsearch

The Management Server serves the admin dashboard, load balances agents, and provides data to the OCR Miner Nodes. Teramind Agent connects to an Application Server via an always-on, TLS-encrypted connection, using our own protocol based on Google Protocol Buffers. OCR Miners are stateless and work with spot instances,