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Current 4.1.0 guides for Free, Professional and MSP. Historical guides retain their original release identity.
Version 4.1.0Download 4.1.0 documentation (Word) · Historical release guides · How to read framework coverage
| Guide / what it covers | Edition & version | Category | Open |
|---|---|---|---|
| Install the MSP server and Windows client Deploy the three-page server wizard, preserve an existing managed database, connect a Windows client and validate the first run. | MSP4.1.0 | Installation | Read guide |
| Configure clients, programs and collectors Create the assessment context, set network/cloud scope and credentials, and verify collector readiness before collecting evidence. | MSP4.1.0 | Configuration | Read guide |
| Activate and verify Secure Communication Use the actual ON & Verify workflow, interpret staged connection failures, and recover from a saved profile mismatch. | MSP4.1.0 | Security | Read guide |
| Find the MSP server Installation ID Identify the licensed server, return its Installation ID to Support and distinguish server activation from a workstation identifier. | MSP4.1.0 | Licensing | Read guide |
| Upgrade, back up and recover the MSP platform Prepare a matched recovery set, publish verified client updates and validate a server upgrade without replacing production data. | MSP4.1.0 | Upgrades & recovery | Read guide |
| Troubleshoot MSP installation and assessments Resolve installer, connection, missing-evidence, report and activation problems without bypassing protection or losing stored data. | MSP4.1.0 | Troubleshooting | Read guide |
| installation reference Package deployment and first launch reference, read alongside the current 4.1.0 wizard guide. | MSP4.1.0 | Installation | Read guide |
| Collector configuration reference Connection settings, scope, credentials and dependencies for the packaged collection engine. | MSP4.1.0 | Configuration | Read guide |
| Collector troubleshooting reference Collection errors, dependency failures, missing evidence and diagnostic steps. | MSP4.1.0 | Troubleshooting | Read guide |
| Application user guide Navigation, daily assessments and basic evidence/report workflow. | MSP4.1.0 | Operations | Read guide |
| Guided audit walkthrough Step-by-step guided audit preparation and review of manual and technical evidence. | MSP4.1.0 | Operations | Read guide |
| Governance & ISMS Scope, policy, risk treatment, objectives, management review and human approval responsibilities. | MSP4.1.0 | Governance | Read guide |
| Network device configuration Configure authorized network management targets and inspect collected device evidence. | MSP4.1.0 | Configuration | Read guide |
| Backup evidence configuration Prepare backup/Veeam connections and interpret job, repository and recovery evidence. | MSP4.1.0 | Configuration | Read guide |
| Storage and TrueNAS Storage-management targets, access prerequisites and platform-specific evidence limitations. | MSP4.1.0 | Configuration | Read guide |
| Auditor export and evidence Package evidence for independent review and follow the provenance and export workflow. | MSP4.1.0 | Reporting | Read guide |
| Reports and offline auditor portal Generate report outputs and use relative evidence links for offline review. | MSP4.1.0 | Reporting | Read guide |
| Prepare for auditor review Organize scope, owners, requests and evidence before the assessor review. | MSP4.1.0 | Operations | Read guide |
| Support Center diagnostics Prepare and review a sanitized diagnostic bundle before contacting Support. | MSP4.1.0 | Troubleshooting | Read guide |
| Private evidence and security Handle sensitive evidence, controlled sharing and credential/privacy boundaries. | MSP4.1.0 | Security | Read guide |
| Audit workbench Use the workbench to connect assessment work, findings, evidence and remediation. | MSP4.1.0 | Operations | Read guide |
| Framework-specific workflows Follow framework-native incident, corrective-action and governance processes. | MSP4.1.0 | Governance | Read guide |
| Incident response workflow Maintain incident roles, escalation, timeline, evidence and recovery records. | MSP4.1.0 | Governance | Read guide |
| Framework pack reference Read framework catalogs, mapping boundaries and independent assessment decisions. | MSP4.1.0 | Frameworks | Read guide |
| Audit modules and applicability Distinguish applicable collectors from manual work and exact requirement-level mappings. | MSP4.1.0 | Frameworks | Read guide |
| Audit intelligence workspace Guided and expert workflows, assessment intelligence and evidence review actions. | MSP4.1.0 | Operations | Read guide |
| Continuous assurance reference Drift, evidence freshness and recurring assurance concepts in the packaged guide. | MSP4.1.0 | Operations | Read guide |
| Product glossary Understand Certification Portfolio, evidence lineage, manual review, Installation IDs and license keys. | All editions4.1.0 | Operations | Read guide |
| Professional 4.1.0 installation and operation Obtain the approved Professional installer, verify its identity, install safely and complete the first assessment. | Professional4.1.0 | Installation | Read guide |
| Free 4.1.0 installation and operation Obtain the approved Free installer, verify its identity, install safely and complete the first assessment. | Free4.1.0 | Installation | Read guide |
| Installer downloads and activation Use an approved private download, verify the package and complete installation before requesting an activation key. | All editions4.1.0 | Installation | Read guide |
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