You can always find your Onboard Checklist under Support > Show Onboard Checklist.
Fill out your company information under your Username > Company Settings.
Create Roar user accounts for anyone else on your team who will be rolling out Roar.
Admin > Users
Import companies into Roar from ConnectWise Manage, IT Glue, Autotask, CSV, or manually one-by-one.
Go to Roar > Environments > Add System
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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.
Here's an example of an auto-discovery chain.
ConnectWise Manage and Autotask Integrations
Activate the inspectors for Internet Domains and TLS/SSL Certificates first.
For multi-tenant systems, Roar uses a concept called parent-child relationships. This is a version of auto-discovery that allows Roar to use one global parent inspector to auto-discover all the companies in your multi-tenant systems.
Setup the following parent/child inspectors in Roar next:
These inspectors all run via Cloud agents, which are already in your instance and ready to go!
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.
A Windows agent installed on a domain controller
Any other Windows Servers, SQL servers