Getting Started with Liongard
Let's get you up and running with Liongard!
Introduction to Liongard
Found in Liongard Academy, "What is Liongard?: An Introduction" is a short course that helps new Liongard users quickly understand the Liongard platform.
Welcome to Liongard! To set yourself up for success, be sure to complete the following prerequisites:
You can always turn on your Onboard Checklist on your Liongard Dashboard under Support > Show Onboard Checklist.
Step 1: Add Company Information
Fill out your company information under your Username > Company Settings.
Step 2: Import and Map Managed Customers
Import customers/companies/accounts into Liongard from one of our platform integrations (Autotask, ConnectWise Manage, IT Glue, etc.), via CSV, or manually one by one.
If you choose to import customers/companies/accounts with one of our platform integrations, in most cases, Liongard will auto-discover the Internet Domain/DNS Inspectors for the selected companies. For more information see our Auto-Discovery documentation.
If you are a ConnectWise or IT Glue user you can also choose to push Liongard's data into those platforms in the form of ConnectWise Configurations and/or IT Glue Flexible Assets. Details and setup instructions can be found on the corresponding Integration documentation linked in the table below.
For more information on integrations, please visit our Liongard Integration Best Practices documentation
Guided walkthroughs on setting up integrations for ConnectWise Manage, Autotask, and IT Glue can be found in Liongard Academy.
|System||Integration Documenation||Setup Time|
|Autotask||Setup the Autotask Integration||10 minutes|
|ConnectWise Manage||Setup the ConnectWise Integration||15 minutes|
|HaloPSA||Setup the HaloPSA Integration||10 minutes|
|IT Glue||Setup the IT Glue Integration||10 minutes|
|Kaseya BMS||Setup the Kaseya BMS Integration||10 minutes|
|ServiceNow||Setup the ServiceNow Integration||10 minutes|
|Syncro||Setup the Syncro Integration||10 minutes|
|CSV||Manual Environment Import||10 minutes|
|Manually||In Liongard, go to, Admin > Environments > Add Environment||1 minute/customer|
Own your Journey
The following steps are the recommended path to onboard Liongard; however, the steps below are interchangeable.
Step 3: Deploy On-Premises Agents
Install On-Premises Agents to inspect systems inside your customers' networks. These systems include Active Directory, firewalls, SQL Server, and Windows Servers. Roll these Agents out using our MSI Installer.
With systems that require local network access, the most typical deployment strategy is to install one Liongard Agent per Environment. A single Liongard Agent can facilitate inspections across that whole network.
Step 4: Add Additional Users
Create Liongard User Accounts for anyone else on your team who will be rolling out Liongard under
Admin > Users.
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Step 5: Activate Auto-Discovered Inspectors
Throughout your experience with Liongard, 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, IT Glue, Kaseya BMS, and Autotask Integrations||Internet Domains||TLS/SSL Certificates|
|This...||Auto-Discovers...||Which Auto-Discovers...||Which Auto-Discovers...|
|A Windows Agent installed on a domain controller||Windows Server Inspector||Active Directory and Network Discovery||Any other Windows servers, SQL servers, Hyper-V (AD Inspector), and several network devices (Network Discovery Inspector)|
Note: In Liongard, you can see which Inspectors auto-discover other Inspectors and which Inspectors are Parent/Child Type Inspectors by navigating to Admin > Inspectors > Inspector Types > Discovers column.
As a best practice, activate the Inspectors for Internet Domains and TLS/SSL Certificates first.
For multi-tenant systems, Liongard uses a concept called Parent/Child relationships. This is a version of Auto-Discovery that allows Liongard to use one global parent Inspector to Auto-Discover all the companies in your multi-tenant systems.
We recommend you start by rolling out your Microsoft 365 Inspector and Azure Active Directory Inspectors.
Set up the following Parent/Child Inspectors in Liongard next:
|Inspector||Time to Setup|
|Acronis Cyber Protect Cloud||5 minutes|
|Azure Active Directory||15 minutes|
|Bitdefender GravityZone||10 minutes|
|Cisco Meraki||10 minutes|
|Cisco Umbrella||5 minutes|
|ConnectWise Automate||5 minutes|
|Continuum RMM||5 minutes|
|Datto BCDR||5 minutes|
|Datto Networking||5 minutes|
|Datto RMM||10 minutes|
|Duo Security||5 minutes|
|ESET Licensing||10 minutes|
|Google Drive||10 minutes|
|Google Workspace||10 minutes|
|Kaseya VSA||5 minutes|
|Microsoft 365||15 minutes|
|Microsoft OneDrive||10 minutes|
|Microsoft SharePoint||10 minutes|
|Microsoft Teams||10 minutes|
|N-able Backup||5 minutes|
|N-able N-central||10 minutes|
|N-able RMM||15 minutes|
|Sophos Central||10 minutes|
|Ubiquiti UniFi||10 minutes|
|Veeam Availability Console||5 minutes|
|Veeam Service Provider Console||5 minutes|
|Webroot Secure Anywhere GSM||10 minutes|
These Inspectors all run via On-Demand Agents which are already in your instance and ready to go!
Step 6: Set Up Your Ticketing Integration to take advantage of Actionable Alerts
To take advantage of Liongard's Actionable Alerts, set up your Ticketing Integration.
Step 7: Roll Out Additional System Inspectors
Now you're ready to roll out additional Inspectors. We recommend considering setting up the following Inspectors:
- RMM Inspectors
- Network Inspectors
- Server Inspectors
- Data Protection Inspectors
- Security Inspectors
- Endpoint Inspectors
Review our System Inspector Overview for more information on System Inspectors.
Step 8: Review and Edit Liongard's Example Actionable Alert Template
Once Inspectors have been rolled out, Liongard’s Example Actionable Alert Template is activated. Review and edit this template to get proactive alerts sent to Liongard, and then, your PSA or email.
Learn more about Actionable Alerts
Step 9: Leverage Metrics for Reporting
Get to data faster by leveraging Liongard’s Metrics and Reports.
Step 10: Take Advantage of Liongard's Automated Documentation
Familiarize yourself with the benefits of Liongard’s Automated Documentation
Earn your Liongard Administrator Certification at Liongard Academy
Register for Liongard’s Continuing Education Sessions
You can access support right from your Liongard Instance! In the bottom right corner of your instance, there is a Chat with an Expert icon.
Updated 3 months ago