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projects/onboarding/onboarding-new-customers/onboarding-manual.md

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+## Introduction
+
+Generic manual for onboarding new customers.
+
+## Important
+
+- Check customer contract
+- Make always pictures of the infrastructure when on-site
+
+## NinjaOne
+
+### Devices
+
+- Manual approval
+
+### Credentials
+
+#### List
+
+- Set an administrator account (Username/Password) for their domain/local.
+
+#### Defaults
+
+- Set appropriate defaults depending on the customer's infrastructure
+  (windows, mac and/or linux in use?)
+
+### Policies
+
+#### Agent Policies
+
+- mod Exchange Policies
+- mod Veeam Policies
+
+#### Agent Policies
+
+- change all "other" Policies to its specific fields (they start with "zz")
+
+### Ninja Remote
+
+**Enable Integration**
+
+- Check "Ask the end-user for a confirmation before connecting" for
+  **non-servers**
+  - Set Confirmation timeout to: 1 min
+  - Check "allow access if the end-user does not answer the timeout...""
+
+### Backups
+
+- Let disabled at onboarding
+
+### Autotask Integration in NinjaOne
+
+Go to `Apps > Installed > Autotask PSA`
+Click on `edit` at settings.
+Map the Company names. Its OBVIOUS.
+
+## Recipe
+
+1. Autotask: Check if Organization is created
+2. NinjaOne: Create Organization and integrate Autotask
+3. IT-Glue: Create Organization and integrate Autotask
+4. Get connection to the companies DC server (if available) and install
+   the Ninja Agent on it.