You can always turn on your Onboard Checklist on your Roar Dashboard under Support > Show Onboard Checklist.

Fill out your company information under your Username > Company Settings.

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Create Roar User Accounts for anyone else on your team who will be rolling out Roar under
Admin > Users.

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Import companies into Roar from ConnectWise Manage, IT Glue, Autotask, CSV, or manually one-by-one.

Turn on ConnectWise Configuration Auto-Updating

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Turn on IT Glue Flexible Asset Auto-Updating

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Congrats! You're now ready to attend a Roar Academy Webinar where you can learn about the platform, Roar features, and best practices when rolling out Roar.

Auto-Discovered Systems

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.

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Here's an example of an Auto-Discovery chain:

Note: In the App, you can see which Inspectors Auto-Discover other Inspectors and which Inspectors are Parent/Child Type Inspectors by navigating to Admin > Inspectors > Discovers column.

As a best practice, activate the Inspectors for Internet Domains and TLS/SSL Certificates first.

Parent/Child Inspectors

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.

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With systems that require local network access, the most typical deployment strategy is to install one Roar Windows Agent per Environment. A single Roar Agent can facilitate inspections across that whole network.

On-Premise Auto-Discovery

Setup Firewalls

Next, we recommend setting up your firewall Inspectors.

You can access support right from your Roar Instance! In the top right corner of your instance, there is a Support drop down menu. There you will find three quick links to our Documentation Site, a link to Create a Support Ticket, and a link to Support a Feature Request.

Please see below for some quick links:

• Create a Support Ticket
• Submit a Feature Request