Enterprise Desktop Client Setup

How to Set Up your Polarity Enterprise Desktop Client

Step 1 - Install the Polarity Desktop Client

• Polarity Desktop Clients (Windows, Mac, Linux) are installed from an EXE, DMG, or RUN files respectively.

• If you do not have the Client installer, please contact your organization’s Polarity Administrator or CustomerSuccess@Polarity.IO.

1. Run the Installer.

2. Click through all the Installer steps.

Step 2 - Get the Client Connected

1. Once the Polarity Desktop Client is installed, you’ll need to connect it to your Polarity Server.

2. The Polarity Server’s URL will be provided by your organization’s Polarity Administrator or your Polarity Customer Success Representative.

3. Use the credentials provided by your organization’s Polarity Administrator to authenticate to Polarity.

4. Check your connection status in the system tray or taskbar – a green Polarity icon means you are connected.

Step 3 - Get Set Up

Choose the data sources that you want to search by subscribing to Integrations.  Your Polarity Administrator installs Integrations and permissions them to Polarity users.

1. To subscribe to an Integration, click the gear icon in the Polarity Overlay Window and subscribe to Integrations that connect to data sources you use regularly (or any others that look interesting).

2. If some Integrations will not allow you to Subscribe, there may be additional settings that require configuration by you or your Polarity Administrator.

   1. Click the “Settings” link to the right of the Integration to check if there is a space for you to enter your credentials or an API key.

   2. Contact your organization’s Polarity Administrator or Polarity Customer Success (CustomerSuccess@Polarity.IO) if you have any issues or questions.

3. When complete, close the Subscriptions view to return to the Polarity Overlay Window’s Search interface.

Step 4 - Get Ready to Search

1. Place your Overlay Window to the right side of your screen (see the figure to the right).

2. Grab the corners of the window and adjust the size if needed.

   • We recommend making it about the size of your smartphone if you held it up against your monitor.

Step 5 - Perform your First Search

1. Click into the Search box at the top of the Polarity Overlay Window.

2. Type “8.8.8.8” and press the “ENTER” key.

3. If you subscribed to Integrations, data should appear in the Overlay Window.

Did you Get Data Back?

• If not, check out the video tutorial here or contact CustomerSuccess@Polarity.IO.

What's next?

• Use Case Training

• Get the Browser Plugin