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notes/projects/onboarding/onboarding-new-customers/onboarding-manual-draft.html
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<h2 id="introduction">Introduction</h2>
<p>Generic manual for onboarding new customers.</p>
<h2 id="important">3 Important</h2>
<ul>
<li>Check customer contract</li>
</ul>
<h2 id="ninjaone">NinjaOne</h2>
<h3 id="devices">Devices</h3>
<ul>
<li>Manual approval</li>
</ul>
<h3 id="credentials">Credentials</h3>
<h4 id="list">List</h4>
<ul>
<li>Set an administrator account (Username/Password) for their domain/local.</li>
</ul>
<h4 id="defaults">Defaults</h4>
<ul>
<li>Set appropriate defaults depending on the customers infrastructure (windows, mac and/or linux in use?)</li>
</ul>
<h3 id="policies">Policies</h3>
<h4 id="agent-policies">Agent Policies</h4>
<ul>
<li>mod Exchange Policies</li>
<li>mod Veeam Policies</li>
</ul>
<h4 id="agent-policies-1">Agent Policies</h4>
<ul>
<li>change all “other” Policies to its specific fields (they start with “zz”)</li>
</ul>
<h3 id="ninja-remote">Ninja Remote</h3>
<p><strong>Enable Integration</strong></p>
<ul>
<li>Check “Ask the end-user for a confirmation before connecting” for <strong>non-servers</strong>
<ul>
<li>Set Confirmation timeout to: 1 min</li>
<li>Check “allow access if the end-user does not answer the timeout…”"</li>
</ul></li>
</ul>
<h3 id="backups">Backups</h3>
<ul>
<li>Let disabled at onboarding</li>
</ul>
<h3 id="autotask-integration-in-ninjaone">Autotask Integration in NinjaOne</h3>
<p>Go to <code>Apps &gt; Installed &gt; Autotask PSA</code> Click on <code>edit</code> at settings. Map the Company names. Its OBVIOUS.</p>
<h2 id="recipe">Recipe</h2>
<ol type="1">
<li>Autotask: Check if Organization is created</li>
<li>NinjaOne: Create Organization and integrate Autotask</li>
<li>IT-Glue: Create Organization and integrate Autotask</li>
<li>Get connection to the companies DC server (if available) and install the Ninja Agent on it.</li>
</ol>