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March 13, 2025

Getting Started Wizard

The Getting Started wizard displays by default when you open the user interface, showing the tasks necessary to set up your environment. The wizard provides a high-level overview of the work that you have done, and what you still need to do.

It is recommended that you perform the tasks in the order shown.

Note: When you log in for the first time, you must register the Active Directory before you can start using the system. See below under General Setup.

SectionDescription
General SetupIncludes tasks related to general settings.
  • Roles and Permissions
    To edit roles and permissions:
    <ol>
    	<li>Click the <strong>Edit</strong> button under Roles & Permissions.
    	</li>
    	<li>Follow the steps in <a href="EditRolesandPermissions.md">Edit Roles and Permissions</a>.
    	</li>
    </ol></li>
    
  • Cloud Monitoring Service
    This feature allows user and domain data to be used by the Cloud Monitoring Service (CMS) for reports on the Reports page. If it is deactivated, the following are not provided: 
    <ul>
    	<li>The Unique User Summary feature of the Utilization report
    	</li>
    	<li>The Session History report
    	</li>
    </ul>
    <ol>
    	<li>Click the <strong>Edit</strong> button under Cloud Monitoring Service.
    	</li>
    	<li>To keep the feature enabled, leave the setting enabled and click <strong>Save</strong>. To deactivate, switch the setting to deactivated and click <strong>Save</strong>.
    	</li>
    </ol>    You can return to this setting and change it at any time, either in the Getting Started wizard or in General Settings.
    <strong>Note:</strong> The agents on the virtual machines (RDSH and VDI) need outbound Internet access so they can send the data to Horizon Cloud.</li>
    
  • Desktop AssignmentIncludes tasks related to creating desktop assignments.
    • To import a VM for image creation:
      <ul>
      	<li>Click the <strong>Add</strong> button under Import VM.
      	</li>
      	<li>Follow the steps for importing a VM in <a href="ImportedVMs.md">Imported VMs</a>.
      	</li>
      </ul></li>
      
    • To create an image from a VM:
      <ul>
      	<li>Click the <strong>Go</strong> button under Create Image.
      	</li>
      	<li>Follow the steps in <a href="CreateanImage.md">Create an Image</a>.
      	</li>
      </ul></li>
      
    • To create a desktop assignment:
      <ul>
      	<li>Click the <strong>Go</strong> button under Create New Desktop Assignment.
      	</li>
      	<li>Follow the steps in <a href="CreateaDedicatedorFloatingVDIDesktopAssignment.md">Create a Dedicated or Floating VDI Desktop Assignment</a> or <a href="CreateanRDSHSessionDesktopAssignment.md">Create an RDSH Session Desktop Assignment</a>, depending on the type of desktop assignment you want to create. For more information, see <a href="TypesofAssignments.md">Types of Assignments</a>.
      	</li>
      </ul></li>
      
    Application AssignmentIncludes tasks related to creating application assignments.
    • To create an RDSH image:
      <ul>
      	<li>Click the <strong>Configure</strong> button under Create RDSH Image.
      	</li>
      	<li>Follow the steps in Create an RDSH Image.
      	</li>
      </ul></li>
      
    • To create an application farm:
      <ul>
      	<li>Click the <strong>New</strong> button under Create Application Farm.
      	</li>
      	<li>Follow the steps in <a href="CreateaFarm.md">Create a Farm</a>.
      	</li>
      </ul></li>
      
    • To review application inventory:
      <ul>
      	<li>Click the <strong>Go</strong> button under Application Inventory.
      	</li>
      	<li>Review and edit applications on the Applications page as described in <a href="Applications.md">Applications</a>.
      	</li>
      </ul></li>
      
    • To create an application assignment:
      <ul>
      	<li>Click the <strong>New</strong> button under Create New Application Assignment.
      	</li>
      	<li>Follow the steps in <a href="CreateanApplicationAssignment.md">Create an Application Assignment</a>.
      	</li>
      </ul></li>
      

    At the bottom of the page, use the slider to indicate if you want the Getting Started page to appear at startup.

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