The first move is account provisioning. Create your Zscaler administrator profile with the correct access roles. A misstep here will stall deployment. Once the admin account is live, link it to your identity provider. SAML or SCIM integration ensures user authentication flows operate without friction.
Next, set up location and subnet definitions. These determine policy enforcement points for traffic routing. Map them to your actual network architecture with precision. Then configure your authentication methods. Zscaler supports multiple — choose the one that matches your security posture and verify it through controlled test groups.
Policy configuration is the core step. Define access control rules for applications, groups, and protocols. Tight rules mean fewer attack surfaces, but balance restrictions with user productivity. Apply SSL inspection carefully, and deploy root certificates to trusted devices before enabling it in production.