The goal of this unit is to get Roar connected to your ConnectWise Manage PSA in order to import companies into Roar and set the stage for further PSA integration features.

If you don't use ConnectWise, there are a couple of other options to get started:

• If you use IT Glue, you can setup that integration to import ITG Organizations to Roar Environments.
• Or, you can get started by importing Environments and Internet Domains via CSV. Talk to your friendly onboarding team for this option!

Throughout your experience with Roar, you'll get to take advantage of a feature called auto-discovery. In short: our inspectors can discover other potential inspectors, which saves you a lot of manual setup work.

These inspectors run from the Managed Cloud Agents provided with your Roar instance.

While many of our inspectors don't require privileged network access, some of them do. For those, we will need to install on-premise Roar Agents.

The most typical deployment strategy is to install one Roar Windows Agent per Environment with Inspectors that require local network access. A single Roar Agent can facilitate inspections across that whole network.

With a full suite of inspectors setup, it's time to get that data flowing to other places where it might be useful. You can complete these steps earlier in the process (during Units 2 & 3) if you prefer.

You can access support from the links right at the top-right of Roar.

But here are some quick links:

• Open a support ticket
• Suggest a feature

As we integrate your systems, review our relevant Business Use Cases and Training to help train your team on how to use Roar in context.