Hybrid Connector installation and configuration

  • Last update on March 21st, 2024

Step 1: Installation

To start, download the latest installation package (version 1.2.5) and run the .exe file using administrative credentials. Agree to the terms by selecting “I accept the agreement” and click “Next”.

Modify the default installation directory if necessary by entering your preferred path, then click “Next”.

Customize your Start Menu shortcut if desired, then click “Next”.

Opt to create a desktop shortcut by clicking “Next”.

Click “Install” to begin the installation process.

On the final page, ensure both checkboxes are selected and click “Finish”.

If you are installing the Hybrid connector for a customer registered with the CoreView government data center, please refer to the Hybrid Connector installation for GOV data center article.

 
 
 

Step 2: Preparation

The browser will automatically open to the main configuration page at http://localhost:1234 after installation.

Please note that only the latest versions of Chrome and Edge browsers are supported.

 

Troubleshooting:

  • If you see a “Page not found” error, wait 10 to 20 seconds and refresh the page.
  • If the browser doesn't open automatically, manually navigate to http://localhost:1234
 
 

Step 3: Configuration review

Verify that all requirements are met on the configuration page. Check all the boxes, then click “Configure API key”.

 
 

Step 4: Connector configuration

Link your CoreView Tenant with the Connector by accessing the CoreView Portal.

Navigate through  “Settings” > “My organization“ > “On premises“ and select “Configure on premises”:

Choose services, enter the required credentials, and click “Save”. If you are configuring more than one Active Directory forest, enter the credentials for each one.

Copy the generated API Key and paste it into the connector.

Click “Submit” after entering the API Key.

If unsure, click “Learn more” to visit our knowledge base article on the On-premises import process.

A “Success message indicates a successful configuration.

 
 

Step 5: Verify and open a session on the CoreView portal

Once the connector is configured, go back to the CoreView portal and click “Verify session”.

Remember to close your management session before proceeding.

 

The portal will verify the configuration and open the session. A green “Verified” message indicates a successful installation.

If you get any errors, consult the logs at c:\temp\logs, resolve any issues, and then retry “Verify session”.

 
 

Step 6: Import data

You can now import on-premises data to your CoreView tenant. Click “Show”.

Enable the import by turning on the “Enable import” toggle, select the components you would like to import into CoreView, and click “Save and load tree view”.

The Hybrid Connector will initiate a docker image to connect and display a tree view of your configured Active Directory forests. Click “Import now” to begin.

Importing may vary in time based on the data volume and the number of Active Directory forests configured.

 

The system will display the Organizational Units of your Active Directory forest(s). Select the ones you would like to import into CoreView and click “Save”.

For multiple forests, select the necessary Organizational Units for each.

 
 

Step 6: Source anchor configuration (optional)

For Microsoft 365 environments using a custom attribute for Active Directory Connect synchronization instead of the default Source Anchor (Object GUID), configure the same setting in CoreView.
 

Click “Source anchor”, input inputyour custom attribute, and click “Save”.

 
 

Step 7: Final steps

The setup and configuration of the CoreView Hybrid Connector are now complete. Enable your Management Session, and your CoreView sessions will be hosted by your server.