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## Checkliste
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1. Bestimmung softbox interner Ansprechpartner für den Kunden
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2. Aufnahme Kundendaten, Einpflegen in Lotus Notes Stammdaten (Kundennummer wird erzeugt)
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3. Hinterlegen des Kunden in Autotask mit gebuchten Verträgen, Ansprechpartnern und Kundennummer
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4. Netadmin Analyse, Analyse des Schritte, die nötig sind die Umgebung auf Softbox-Standard zu bringen
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- Serverhardware
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- Switches
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- WLAN
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- Virtualisierung
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- M365
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- Backup
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- Firewall
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- IT-Security
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- Bennungsstandard
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5. Einrichten Ninja
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- Kunden in Ninja anlegen
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- Kunden mit Autotask-Kunden verknüpfen
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- (wenn vorhanden) Agent auf Servern installieren
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- AD-Discovery Job anlegen zum verteilen des Agents auf Clients
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6. Dokumentation der Umgebung in IT-Glue
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- Befüllen aller Kategorien nötig
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7. Onboarding vor Ort
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- Fotos in IT-Glue der relevanten Komponenten
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- Beschriftung der Systeme
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- Standardisierung Patchkabel
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8. Abstimmung und Aktivierung Windows Updates
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- Serversysteme
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- Clientsysteme
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9. Installation Sophos Intercept X Advanced, Intercept X Server, Device encryption
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- Einrichten SophosCentral
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10. Useronboarding:
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- Klären zentraler Ansprechpartner vor Ort
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- Erklärung und Versand Kontakt Flyer (Siehe Related Items)
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- Einrichten Zugang zu IT- Glue und Autotask
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11. Einrichten Backup
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- Softbox Backup für lokale Systeme
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- Softbox Backup für M365
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- Veeam
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- Test und Übernahme ins Monitoring
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<h2 id="introduction">Introduction</h2>
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<p>Generic manual for onboarding new customers.</p>
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<h2 id="important">3 Important</h2>
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<ul>
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<li>Check customer contract</li>
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</ul>
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<h2 id="ninjaone">NinjaOne</h2>
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<h3 id="devices">Devices</h3>
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<ul>
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<li>Manual approval</li>
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</ul>
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<h3 id="credentials">Credentials</h3>
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<h4 id="list">List</h4>
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<ul>
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<li>Set an administrator account (Username/Password) for their domain/local.</li>
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</ul>
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<h4 id="defaults">Defaults</h4>
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<ul>
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<li>Set appropriate defaults depending on the customer’s infrastructure (windows, mac and/or linux in use?)</li>
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</ul>
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<h3 id="policies">Policies</h3>
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<h4 id="agent-policies">Agent Policies</h4>
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<ul>
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<li>mod Exchange Policies</li>
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<li>mod Veeam Policies</li>
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</ul>
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<h4 id="agent-policies-1">Agent Policies</h4>
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<ul>
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<li>change all “other” Policies to its specific fields (they start with “zz”)</li>
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</ul>
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<h3 id="ninja-remote">Ninja Remote</h3>
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<p><strong>Enable Integration</strong></p>
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<ul>
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<li>Check “Ask the end-user for a confirmation before connecting” for <strong>non-servers</strong>
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<ul>
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<li>Set Confirmation timeout to: 1 min</li>
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<li>Check “allow access if the end-user does not answer the timeout…”"</li>
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</ul></li>
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</ul>
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<h3 id="backups">Backups</h3>
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<ul>
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<li>Let disabled at onboarding</li>
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</ul>
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<h3 id="autotask-integration-in-ninjaone">Autotask Integration in NinjaOne</h3>
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<p>Go to <code>Apps > Installed > Autotask PSA</code> Click on <code>edit</code> at settings. Map the Company names. Its OBVIOUS.</p>
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<h2 id="recipe">Recipe</h2>
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<ol type="1">
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<li>Autotask: Check if Organization is created</li>
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<li>NinjaOne: Create Organization and integrate Autotask</li>
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<li>IT-Glue: Create Organization and integrate Autotask</li>
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<li>Get connection to the companies DC server (if available) and install the Ninja Agent on it.</li>
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</ol>
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@@ -0,0 +1,63 @@
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## Introduction
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Generic manual for onboarding new customers.
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## Important
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- Check customer contract
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- Make always pictures of the infrastructure when on-site
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## NinjaOne
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### Devices
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- Manual approval
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### Credentials
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#### List
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- Set an administrator account (Username/Password) for their domain/local.
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#### Defaults
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- Set appropriate defaults depending on the customer's infrastructure
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(windows, mac and/or linux in use?)
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### Policies
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#### Agent Policies
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- mod Exchange Policies
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- mod Veeam Policies
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#### Agent Policies
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- change all "other" Policies to its specific fields (they start with "zz")
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### Ninja Remote
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**Enable Integration**
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- Check "Ask the end-user for a confirmation before connecting" for
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**non-servers**
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- Set Confirmation timeout to: 1 min
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- Check "allow access if the end-user does not answer the timeout...""
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### Backups
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- Let disabled at onboarding
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### Autotask Integration in NinjaOne
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Go to `Apps > Installed > Autotask PSA`
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Click on `edit` at settings.
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Map the Company names. Its OBVIOUS.
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## Recipe
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1. Autotask: Check if Organization is created
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2. NinjaOne: Create Organization and integrate Autotask
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3. IT-Glue: Create Organization and integrate Autotask
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4. Get connection to the companies DC server (if available) and install
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the Ninja Agent on it.
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