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

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.