This guide provides the configuration steps needed to begin using Zscaler Digital Experience (ZDX) for your organization.

Before you begin configuring ZDX, Zscaler recommends reading the articles:

• What Is Zscaler Digital Experience?
• Accessing and Navigating the ZDX Admin Portal, including:
  • Monitoring the Performance Dashboard
  • Monitoring the Users Overview
  • Monitoring the Applications Overview
• Ranges & Limitations
• Supported Versions & Feature Compatibility

Configuring ZDX

To configure ZDX, complete the steps:

• Step 1: Configure Authentication and Provisioning Settings in ZIA

  To configure ZDX, have users, authentication, and provisioning set up for your organization in Zscaler Internet Access (ZIA). To configure these settings in ZIA, see About Provisioning and Authenticating Users and Choosing Provisioning and Authentication Methods. If you cannot configure these settings in ZIA, contact Zscaler Support.

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• Step 2: Configure Role-Based Administration

  To create admin users and roles in the ZDX Admin Portal, complete the steps to set up role-based administration. To learn more, see About ZDX Role-Based Administration and First Time Provisioning for ZDX Admins.

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• Step 3: Allowlist Domains on Zscaler cloud

  Each cloud requires a list of domains to be placed on the allowlist for your organization to configure ZDX. To learn more, see Allowlist Domains for ZDX.

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• Step 4: Configure Zscaler Client Connector for ZDX

  To configure ZDX, you must first deploy Zscaler Client Connector. Minimum versions of Zscaler Client Connector and ZDX Module are required. To configure Zscaler Client Connector for your organization, see What is the Zscaler Client Connector?, Step-by-Step Configuration Guide for Zscaler Client Connector, and Supported Versions & Feature Compatibility.

  After you configure Zscaler Client Connector for your organization, you can also enable ZDX for a select group of users. To learn more, see Selective Entitlement: Enabling ZDX for a Group of Users.

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• Step 5: Configure an Application

  Configure the SaaS web-based applications on your network that you want to probe via ZDX. To add and configure applications, see the following articles:

  1. About Applications
  2. Adding a Custom Application
  3. Configuring a Predefined Application
  4. Editing an Application

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• Step 6: Configure a Probe

  Configure the probes for the SaaS Web-based applications. To configure probes, see the following articles:

  1. About Probes
  2. Configuring a Probe
  3. Editing a Probe

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• Step 7: Configure Alerting

  Configure rules to trigger alerts when a preset threshold is reached. To learn more, see the following articles:

  1. About Alerts
  2. About Rules
  3. Configuring an Alert Rule
  4. Editing an Alert Rule
  5. Triggering an Alert
  6. Configuring Webhooks
  7. Understanding the Alert Email

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• Step 8: Configure Diagnostics

  Start a Diagnostics session to analyze any issues that users might be facing. To learn more, see following the articles:

  1. About Diagnostics
  2. Starting a Diagnostics Session
  3. Viewing Diagnostics Session Results

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