The Verax first-time setup wizard guides you through the initial configuration required to start protecting your organization’s use of generative AI tools.
The setup is designed to be completed in a few clear steps. Some steps can be skipped and completed later, but completing the full setup ensures full visibility and enforcement.
This article walks through each step in order and explains what is configured at each stage.
1. Overview of the Setup Flow
The setup wizard includes the following steps:
Upload and activate your license
Connect an identity provider (IdP)
Set the default rule
Configure traffic redirection to Verax
Each step builds on the previous one and can be revisited later from Settings.
2. Upload and Activate License
The first step is to activate your Verax license.
What this does
Enables Verax in your environment
Defines capacity, such as the number of supported users
Activates enforcement behavior when capacity limits are reached
How to complete this step
Upload the license file provided by Verax.
Review the license details.
Confirm activation.
Once activated, Verax is ready to begin initial configuration.
3. Connect Identity Provider (IdP)
Connecting an identity provider allows Verax to understand who your users are and apply identity-aware rules.
Why this is important
Enables user and group selection in rules
Supports identity-aware access control
Aligns enforcement with your existing identity system
Supported behavior
Verax integrates with common enterprise identity providers such as Microsoft Entra ID and others.
How to complete this step
Select your identity provider.
Enter the required configuration details.
Validate and connect.
Once connected, users and groups are synced and available for rule configuration.
Note: This step can be skipped initially, but is required to apply rules to specific users or groups.
4. Set the Default Rule
The default rule defines how Verax handles requests that are not covered by any other rules.
What is the default rule
It is a catch-all rule
It applies whenever no other rules match
It always applies to all users and all AI tools
It cannot be scoped or reordered
What you configure here
You select the default action:
Allow
Allow access when no rules match.Block
Block access when no rules match.
This choice sets your initial baseline enforcement posture.
You can change the default rule later and add more specific rules after setup.
5. Redirect Traffic to Verax
To enforce rules and gain visibility into AI usage, traffic must be routed through Verax.
Why traffic redirection is required
Allows Verax to observe AI tool interactions
Enables content inspection and rule enforcement
Provides visibility into AI usage across the organization
Supported redirection methods
Verax supports multiple traffic redirection options, including:
ICAP proxy integration
HTTP proxy integration
The wizard presents available options and provides configuration instructions for each.
How to complete this step
Select the appropriate redirection method for your environment.
Follow the provided configuration instructions.
Verify that traffic is detected by Verax.
Once traffic is redirected, Verax begins monitoring and enforcing rules in real time.
6. Completing Setup
After completing the setup steps:
Your license is active
Identity integration is configured
A default rule is in place
AI traffic is routed through Verax
At this point, Verax is fully operational.
You can now:
Create additional rules
Refine rule conditions
Adjust the default rule
Review AI usage and enforcement activity
7. Skipping and Revisiting Setup Steps
All setup steps can be revisited after initial onboarding.
You can:
Connect or change your IdP later
Update the default rule
Modify traffic redirection settings
A setup status banner appears until all steps are completed, helping you track progress.
8. Next Steps
After completing the setup wizard, the recommended next steps are:
Create rules for specific users, groups, and AI tools
Add conditions such as sensitivity, topic similarity, keywords, or patterns
Review rule evaluation order and adjust priorities
9. Summary
The first-time setup wizard establishes a secure baseline for managing generative AI usage in your organization.
By activating a license, connecting identity, defining a default rule, and redirecting traffic, Verax ensures that all AI interactions are visible, controlled, and enforced according to your security requirements.