## 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.