The following steps set up and use Carbon Black EDR Unified View. They are described in detail elsewhere in this document.

  • Install Carbon Black EDR Unified View – See Installing a Server for full installation and upgrade instructions.
  • Choose clusters – Decide which Carbon Black EDR clusters to connect to your Carbon Black EDR Unified View.
  • Collect cluster API keys for authentication – For each Carbon Black EDR cluster to include, collect an API token from a user account on that cluster . This authenticates the connection to Carbon Black EDR Unified View and shows the cluster as available. See Add or Remove Clusters.
  • Choose shared or per-user authentication – For each Carbon Black EDR cluster, decide whether you want all users authenticated using a shared API token, or each user authenticated using their own token. The privileges of the cluster user whose token is used determine what information is displayed from that cluster in Carbon Black EDR Unified View and what features are available when a Carbon Black EDR Unified View user browses to the cluster. See Authentication Method (API Token) for details.
  • Create Carbon Black EDR Unified View users – As an administrator, create any additional Carbon Black EDR Unified View accounts that are needed at your site. You can designate any account as an administrator, in which case that user can create and modify user accounts and add and delete clusters from Carbon Black EDR Unified View. If you select authentication through an individual API token for any cluster, inform new users that they must provide an API token from their own account on that cluster to enable access to the cluster and its information. See Overview of User Accounts for details.