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Phaze Administration Onboarding Guide

Getting started with Phaze's Administration system for companies

This dashboard is the centralized hub that allows IT administrators to manage their Phaze enabled computers as well as allowing their organization's users to access those computers.

Setting up your Phaze Enterprise starts visiting this page and signing up. Following that, Phaze will set up your access. You can access the Phaze administrator dashboard at https://admin.phaze.app.

The administrator dashboard will allow you to do several things:

  • Invite Users

  • Setup SSO and SCIM
    Provision Phaze host computers with Machine Keys

  • Create Phaze Relays (a network application that gives your Phaze traffic a single point of egress/ingress in your network)

  • Assign users to computers via groups or direct assignment

There are two levels to a Phaze Enterprise:

Enterprise: This level allows you to set up SSO and SCIM, and view your sub organizations. The Enterprise level is also where you will invite users, and when they successfully join your organization, users will be staged there until you assign them to a sub-organization.

As of today, creating sub-organizations requires help from the Phaze team. Please reach out to the Phaze team if you would like to create more sub-organizations.

Organizations: These generally represent organizational units or physical locations but you can use them as you wish. They are containers for your computers, relays, and user groups. Computers and relays are provisioned with keys that are generated inside the sub-organization, and computers, and relays are tied to the sub-organization.

Setting up SSO and SCIM

SSO and SCIM are both available. You can find links to complete the setup in the top level settings page here https://admin.phaze.app/settings.

SSO and SCIM are optional, however you must have SSO configured if you want to use SCIM.

Inviting Team Members

Without SCIM

Users can be invited via the Administrator Dashboard by visiting https://admin.phaze.app/members. To invite someone, use the email address you wish them to use when registering for their account.

When an invite is sent, they will receive an email invitation, which will allow them to sign up to your Phaze Enterprise. If SSO is already configured, they will only need to provide their Name, along with completing their SSO auth.

As of today, you can only send invites to email accounts that don’t already exist in the Phaze system (including if they have already signed up to a Phaze personal account) before you invite them to join your Phaze organization. If you have users who already have existing Phaze accounts (personal or otherwise) you will need to provide us with a list of users, which we will destroy then add to your organization. As a policy, we will only perform this action on accounts that use email addresses that match a domain you control. This limitation will be fixed during the Beta.

With SCIM

If SCIM provisioning is enabled, we add every user in the SCIM groups you assign to Phaze. This means no invites are necessary, and the user can proceed directly to installing and signing into the Phaze app on their client device.

Your Phaze Enterprise will not inherit sub-organizations, roles, or group memberships from SCIM. This means you will need to create organizations and groups inside of your Phaze Administrator dashboard, and then assign users to those organizations and groups via the

Provisioning a Phaze Host

At Phaze, we define hosts as the devices your users will connect to, typically this would be a workstation or virtual machine that the remote user wants to access.

In order to provision hosts in your organization, you must provision them with a Machine Key, found in the Keys section of the administrator dashboard.

While generating a new key, it is made visible to you once. You should save the machine key to a safe secure place, anyone with this key will be able to add hosts to your organization.

While machine keys are valid (visible on the Phaze Administrator Dashboard), they can be used many times to authenticate many hosts. Deleting a key from the administrator dashboard will render that key invalid for authenticating new computers, however it will not de-register hosts that have already been authenticated with that machine key.

Once a key is generated, to set it up a computer to receive connections (Phaze hosting), you must do this via command line with .\phaze-installer.exe /s -MACHINE-KEY="*" parameters, replacing the asterisks with your phz_mk_ value you generated from the key generator. The /s flag denotes a silent, non-interactive install. Your command line will look something like:

.\phaze-installer.exe /s -MACHINE-KEY="phz_mk_a830ddemo42cdc54060e3ddemo458f67c76acc310d1f679c"

To confirm the computer has been successfully provisioned for hosting, you can open the Phaze app on the desktop of the computer, and it should display a message over the app that says the computer is a “Managed Host”, with the hostname of the device listed at the bottom left, with its status set to online. If you see a login page, or the Phaze app is not installed at all, the computer was not correctly provisioned.

Once provisioned successfully, the computer (host) will be available in your administrator dashboard, inside the suborganization you provisioned it, listed on the computers tab as online.

The Phaze host source port is UDP 31000, so all traffic from a Phaze host will originate from UDP port 31000 by default.

Assigning a user or a group of users to a Phaze host

From the computers tab inside an organization, you may assign a computer via clicking the Set Assignee button with one or more computers selected. You will be able to search for the user or group you want assigned to the selected host(s).

At this time, it is only possible to assign a host to a single user, or a single group of users at a time. Phaze will add the capability to assign multiple users and multiple groups to a machine in the future.

User Assignment: If a host is assigned to a user, two things will happen:

  1. The Phaze app on the host will appear as if the host is logged in to the users Phaze account, meaning that any host they have been assigned to (individually or as part of a group) will be available to be connected to from that host. The intention here is to support hybrid work where the user may physically sit at that host directly several days of the week, and may need to use that host app to access other Phaze hosts.

  2. The host will appear as available to be connected to from any Phaze app the user signed in to.

Group Assignment: If a host is assigned to a group, two things will happen:

  1. The Phaze app on the host will appear the same as if it was unassigned, it will not display the current group or inherit any Phaze user session information, nor will it be able to make connections to other devices.

  2. The host will appear as available to be connected to from any Phaze app the group member is signed in to.

Provision a Phaze client

At Phaze we define clients as devices your users will connect from, typically a company issued laptop the user works remotely with. Phaze clients are unable to receive connections (host) at this time, and their only purpose is to make connections to provisioned Phaze hosts.

The Phaze client can be installed with the same installer used to provision Phaze hosts, phaze-installer.exe. Typically we would expect the user to install the app by double clicking it once downloaded, and running through the install wizard. Once the install wizard is complete, they should sign in to the Phaze app using the same credentials they used accepting your email invite and signing up to Phaze. If your Enterprise Organization has SSO enabled, they should be able to sign into the app after accepting your invitation. If you have SSO and SCIM enabled, they can head directly to SSO sign in without accepting any invite.

Currently, it’s not possible to view or manage devices logged in as “Phaze client mode” in the administrator dashboard. Phaze plans to add this feature in the future.

The Phaze client source port is UDP 31001, so all traffic from an external Phaze client will originate from UDP port 31001 by default.

Making Connections

Administrators

Via Phaze Administrator Dashboard:

An administrator can make connections to any assigned or unassigned online computer from the https://admin.phaze.app dashboard when the following conditions are true:

  1. The administrator is logged in to https://admin.phaze.app using the browser

  2. They are signed into the Phaze desktop app with the same account, or a different account with the same administrator permission set.

To make a browser connection, click Connect next to the name of the online computer, you will be asked if you want to open the Phaze app, click yes, and then additionally click connect in the modal inside the Phaze app to initialize the connection.

Via the Phaze app when signed in via SSO or email and password:

Administrators can also make connections via the Phaze app if they have been specifically assigned to a computer, or they are part of a group that has been assigned a computer. In both of these cases, the host(s) they’re assigned to will be listed in the connect page of the Phaze app. This mirrors what regular users will see when assigned to a Phaze computer directly or via a group.

Regular Members:

Via the Phaze app when signed in via SSO or email and password:

Once users have downloaded and installed the Phaze app, they can use their SSO or username and password to authenticate the app. Users will see no computers on the connections tab of their Phaze app until they’re assigned one (either as a member of a group with machines or individually in the admin panel).

Phaze Relay (On-prem Gateway)

The Phaze Relay is a Linux binary that has been created to allow a single point of ingress and egress for your Phaze remote desktop traffic through your corporate firewall.

Without it, Phaze relies on UDP hole punching or UPnP to allow remote access connections through your firewall. Depending on your configuration, hole punching may not be reliable or not work at all, and most business firewalls do not support UPnP.

Phaze Relays are created at the organization level, which is the same level hosts are provisioned.

We typically expect customers to run their Phaze Relays on a Linux virtual machine like Ubuntu server that sits routable to both the firewall / router (public internet) and the local area network where your hosts are located.

Phaze Relays can be created through the administrator dashboard via the Relays tab.

Creating a Relay

Locations

Creating a location tag is the first step of creating a Relay, location tags can be thought of as a physical location such as an office or datacenter where a group of hosts may be provisioned that you want to allow access to via the office or datacenter firewall.

A location tag can have multiple relays inside of it, each with their own configuration. We bind Phaze Relays and Phaze Hosts together with the location tag. If a host has a location tag set, both host and client will be forced to the relay, and will be guaranteed to fail to connect if your firewall or relay is incorrectly configured. If the relay is configured correctly, it will be guaranteed to succeed.

Once you add a machine to a location, even without a relay, connections to that host will fail unless a relay has been properly configured inside the network. Phaze expects all connections to route to a hosting machine through a relay in the location group.

Add a Relay to a Location

Once a location is created, you can add a relay to that location. You are given several options when creating a new Relay.

Private IP Address and Port:

This is the IP and Port that the Phaze backend will distribute to your Phaze hosts at connection time. Your host will use this IP and port to try to communicate directly with the Linux machine running the relay inside of your private network. By default, our UI shows the private port set at 41000, but you can change it to whatever port that you wish, so long as it’s not in use by another service.

Public IP Address and Port:

This is the IP and Port that the Phaze backend will distribute to Phaze clients (remote devices connecting via WAN) at connection time. The Phaze client will use the IP and Port it receives from the backend as its route to try to connect to the Phaze Relay inside your network via your Router/Firewall. Most likely, you will configure this as the Public IP address and Port that you will port forward in your router firewall, to the Linux machine running the Phaze relay.

Both the Private IP and Port, as well as the Public IP and Port are never transmitted to the Phaze Relay application running on the Linux computer, we will configure the Phaze Relay application in the next step.

Relay Key:

Once you have provided the IP addresses and ports you wish, a Relay Key will be generated. The Relay Key is visible one time in the dashboard, so you should save it to a safe location. This key will be used to authenticate the Phaze Relay application running on the Linux machine.

Download Relay Binary:

You can download the Phaze Relay Linux binary from the button on the Relay List inside of a location. We offer architecture options for both x86 and ARM.

Phaze Relay Application:

The Phaze Relay application is a command line Linux binary that takes two important arguments. --key and an optional --udp-port

./phaze-relay --key phz_rk_45770f7b6demob4bbdd20b479a24af5253ademoafa3f7bf1 --udp-port 41000

--key [default empty] is the Relay Key you previously had generated, and will be used to authenticate and provision the relay

--udp-port [default 41000] is an optional argument. This is the port the Phaze Relay application will attempt to bind to all network interfaces on the Linux VM. This means the Phaze Relay application will be listening for traffic on this particular port, on any network adapter that is currently present on the Linux machine.

The Phaze host source port is 31000, so all traffic from a Phaze host will originate from port 31000 by default.

The Phaze client source port is 31001, so all traffic from an external Phaze client will originate from port 310001 by default.

An example configuration

In the most simple implementation to achieve connectivity between the remote Phaze client, and a host that sits on your local network behind your firewall’s NAT, you should configure your relay settings like so:

Create Location:

Create Location: MyOffice

Add Relay configuration:

Public IP address: should be the static public IP address your ISP assigned you.

Public Port: 41000

Private IP address: should be the private IP address of the Linux machine.

Private Port: 41000

The Relay application configuration:

./phaze-relay --key phz_rk_exampleb6demob4bbddDEMO79a24af5253ademoafa3f7bf1 --udp-port 41000

Firewall/NAT Rule

Rule Phaze traffic Inbound:

Source: Allow UDP Port 31001 from ANY / 0.0.0.0 / *

Destination: The Private IP address of the Linux host, UDP Port 41000

Rule Phaze Traffic Outbound:

Source: Allow UDP Port 41000 from Linux Machine IP

Destination: ANY / 0.0.0.0 / *

This assumes TCP 443 is allowed outbound by default, to allow the Phaze Relay and Phaze host to communicate with our backend for authentication and signalling. All other data like video, inputs and audio etc will route Phaze Host <-> Phaze Relay <-> LAN <->Your Corporate Firewall <-> WAN <-> External Phaze Clients

Binding a Phaze Host to the Phaze Relay:

From the computers tab, select a Phaze Host from the list, and select Set Location. Search for “MyOffice” and apply.

Deploying the relay as a service

Once you have successfully configured the relay, we provide phaze-relay.service as an example file which you can use to configure the Phaze Relay application as a service, as well as readme.txt.