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Getting started with Virtual Desktop Infrastructure

What Virtual Desktop Infrastructure is for, who uses it, what you need before you start, and your first steps.

Applies to Virtual Desktop Infrastructure as it works today. Moraph updates the platform continuously, and this page is reviewed when it changes.

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On this page
  1. What it is for
  2. Who uses it
  3. Before you start
  4. Steps to get started
  5. Where to go next

Moraph resells, implements and runs virtual desktops on Citrix or Azure Virtual Desktop for banks, credit unions and lenders. Loan officers and other staff reach their applications through a hosted session, and policies you approve control whether files, clipboard content and print jobs can leave it. Moraph builds and patches the desktop images, monitors the service and handles changes, while you keep the decisions about who gets access and what is allowed.

What it is for

Lending and branch staff increasingly work from home offices, customer sites and shared branch desks, on laptops that hold copies of loan files, credit reports and tax documents. Every laptop then becomes a place where customer information can be lost, stolen or kept longer than policy allows. Many institutions already own Citrix or Microsoft licences but lack the staff to build images, keep them patched, tune performance and show examiners how access and data movement are controlled.

  • Customer files are downloaded to laptops and stay there after the loan closes
  • Desktop images drift, and patching hosted desktops competes with other IT work
  • Policies on clipboard, drive mapping and printing are set once and never reviewed
  • Evidence of who had access to which desktops is hard to produce at exam time

Who uses it

  • Banks, credit unions and mortgage lenders with remote or hybrid lending staff
  • IT managers who own end-user computing and want it run for them
  • Information security officers who set data-handling rules for customer information
  • Lending and branch operations leaders whose staff work from several locations
  • Internal audit and examiners reviewing access and data protection controls

Before you start

  • Your organization uses Virtual Desktop Infrastructure as a managed platform from Moraph, under an agreement that covers it.
  • Licences for Citrix / Azure AVD, bought through Moraph or under your own agreement with the vendor.
  • A Moraph account in your organization for each person who works with Moraph on the service.
  • Named technical and security contacts, recorded in the Moraph Portal.

Steps to get started

  1. Agree the scope of the managed service for Virtual Desktop Infrastructure with Moraph, including which environments and teams it covers.

  2. Name your administrators, technical contact and security contact in the Moraph Portal under People and access.

  3. Review the configuration baseline Moraph proposes for your regulations, and record any changes you need.

  4. Confirm how users will sign in, through your identity provider where the platform supports it.

  5. Agree the pilot group and the cut-over plan with your Moraph delivery lead.

Where to go next

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