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PreVeil VDI End User Onboarding Guide

PreVeil VDI End User Onboarding Guide

Licensed PreVeil product: The VDI is a licensed PreVeil product. Contact sales@preveil.com for questions on pricing and enrollment.

Audience

This article is intended for end users who need to access their secure PreVeil virtual desktop.

If you are an IT administrator, use the administrator guide instead of this article.

VDI End User Onboarding Guide

Your organization has set up a secure virtual desktop for you. This is a dedicated virtual computer that you access from your existing device. Everything you work on stays inside the virtual machine, so nothing sensitive touches your physical computer.

This guide walks you through how to get started. Your IT administrator has already been set up and can help if you run into any issues.

Step 1 Claim Your Okta Account

  • Open the Okta invitation email

  • Click the activation link

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  • Set your password

  • Set up Okta Verify on your phone for MFA

  • Sign in and confirm you land on the My Apps dashboard

  • Confirm the Workspaces tile is visible

Your virtual machine is provisioned after account activation and usually takes about one hour, so it may not be available immediately.

Step 2 Launch Your Workspace

  1. From Okta My Apps, click the Workspaces tile

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  2. Click Open Amazon WorkSpaces app

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  3. If needed, download and install the AWS WorkSpaces desktop client

  4. Open the client and continue signing in

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  5. Launch your virtual desktop

Important: The browser-based web client is not supported. You must use the AWS WorkSpaces desktop application.

Inside your virtual desktop you will find PreVeil, Microsoft apps such as Word and PowerPoint, and browsers including Edge and Chrome.

Step 3 Set Up PreVeil

New to PreVeil

Your PreVeil administrator will invite you to join the organization. Open that invitation email from inside your Workspace, not from your physical device, and click Create PreVeil Account.

Compliance reminder: Claiming the PreVeil invitation on your physical device defeats the purpose of the VDI and may create a compliance issue.

Existing PreVeil user

To move your existing account to the VDI:

  1. On the virtual desktop, go to 127.0.0.1:4003/get-started

  2. Select Add Account then Copy from Device

  3. Enter your PreVeil email address

  4. On your existing device, open PreVeil and choose Settings then Add Device

  5. Enter the code shown on the VDI screen and click Transfer Private Key

The transfer code expires quickly. If it expires, click Retry to generate a new one.

Day-to-Day Reminders

  • Always do CUI-related work inside your Workspace

  • If an application is blocked, contact your IT administrator

  • Do not attempt to install software or work around controls yourself

  • If your Okta account is inactive for 90 days, it will be automatically deactivated

  • If you are unsure whether a task should happen inside or outside the Workspace, default to inside and ask your IT administrator

Need Help?

For issues with your virtual desktop, PreVeil, or Okta login, contact your IT administrator first. They can escalate to PreVeil Tech Support if needed.