Recommended operational flow
This flow describes the standard technical sequence for implementing and operating Gredit. Each step prepares the necessary components for the next, ensuring an orderly and functional system configuration.
Implementation steps
1. Create accounts
Segment information by area or organization (tenants). Each account functions as an independent environment with isolated data.
2. Import or create users and roles
Define who accesses the system and with what permissions. Users can be created manually or imported from LDAP.
3. Configure execution servers
Define where scripts run: locally or remotely via SSH. See Servers.
4. Define data sources
Configure databases, integrations, and other sources that scripts will use.
5. Define descriptors and tags
Map data fields and classification categories. See Descriptors and Tags.
6. Define rules
Establish the logic that processes script results and executes actions (create cases, send emails). See Rules.
7. Create scripts
Define the logic that detects anomalies and generates findings. See Scripts.
8. Configure jobs
Schedule tasks (script, frequency, and server). Jobs run automatically according to the configured schedule. See Jobs.
9. Manage requests and resolve cases
Handle change requests (Requests) and investigate findings (Cases).
This flow represents a standard technical implementation of Gredit. Depending on specific requirements, some steps may be executed in parallel or in a different order.