Solutions getting started

Follow these steps to setup and configure 1E Solutions.

These articles assume you have a provisioned 1E Platform instance.

  1. Request a new Solutions tenant. Refer to Request a new Solutions tenant.

  2. Download the 1E Solutions Core DEX Pack: Refer to DEX Pack Setup.

  3. Configure permissions for your preferred authentication method: Refer to Identity provider setup.

  4. Create 1E Platform roles: Refer to Platform authentication setup.

  5. Login for the first time and set up your users: Refer to Initial login and user management.

  6. Configure Solutions Core: Refer to Solutions Core configuration.

Request a new Solutions tenant

The Solutions tenant must be created by the DEX Solutions team before you can proceed. To initiate this request, it needs to be submitted by a 1E team member. Typically, this task is managed by the Customer Success Manager (CSM) or a representative from the Professional Services team.

Item required

Value

Customer Name

 

Engagement Type: Production, Dev or PoV

 

1E Platform version

 

1E Platform Tenant Id: The Tenant ID that needs to be configured in Solutions Core PP rules should be set to the 1E Platform Tenant ID.

 

1E Platform Background channel url

 

Admin Email: We recommend using a service account instead of an individual email address. This approach ensures that administrative access remains uninterrupted, even in the event of internal personnel changes.

 

Customer IDP: Azure or Okta

 

Region: EU West or US East or Canada

 

DEX Pack Setup

  1. Download the 1E Solutions Core DEX Pack from 1E Exchange and upload it to your 1E Platform instance.

    1. Upload this DEXPack using the Product Pack Deployment Tool.
    2. A 1E Endpoint Automation Policy named 1E Solutions Third Party will be created.
    3. Review and enable the rules, then deploy the policy to your intended management groups.
    4. An Instruction set named 1E Related will be created containing the instructions.

    Your platform license file must include entitlement for at least one Solution.

    The 1E Solutions Core pack contains 1E Endpoint Automation policy, rules, and instructions to set the Tenant ID and send device information to the Solution API. You should deploy this pack before any other Solution DEX Pack such as 1E for Device Refresh or 1E for Microsoft Intune.

Updating DEX Packs

When you will see a tile in Solution Settings called DEX packs require updates, you will need to update your Solutions DEX Packs.

This tile will only be displayed when you have an old version of a DEX Pack running in your platform. If the DEX Packs for your Solutions are the current versions, the DEX packs require updates tile will not be shown.

  1. Navigate to Solution Settings, and click the DEX packs require updates tile.

  2. You will see the Update Solutions DEX Packs modal. This shows you what DEX Pack version you need, and which version you are currently running.

  3. Click the link to 1E Exchange where you can download the new version, and upload it to your platform instance.

  4. Once the new DEX Pack is uploaded, return to Solution Settings. The Update Solutions DEX Packs tile will state you have DEX Pack(s) that require updates. Click the tile to open the Update Solutions DEX Packs modal.

  5. Solutions will check your DEX Pack versions, and will display the message All DEX Packs are up to date. Click Close to exit the modal.

  6. Because your DEX Pack versions are now current, the DEX packs require updates tile will not be displayed.