Welcome to Liongard! Before you attend your first Smart Start Session, be sure to complete the following prerequisites:

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

For more information on how to set up billing for Liongard, please review our documentation.

Overview Video

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Step 1: Add Company Information

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

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Step 2: Import and Map Managed Customers

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

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Integrating a PSA

If you choose to integrate your PSA with Liongard, Liongard will auto-discover all of the Internet Domain/DNS Inspectors for the applicable companies selected in your Import Options.

For more information on integrations, please visit our Liongard Integration Best Practices documentation

Turn on ConnectWise Configuration Auto-Updating

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Turn on IT Glue Flexible Asset Auto-Updating

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Step 3: Deploy On-Premise Agents

Install On-Premises Agents to inspect systems inside your customers' networks. These systems include Active Directory, Firewalls, SQL Server, and Windows. Roll these Agents out through our MSI Installer or an RMM Script.

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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.

• Deployment via MSI Installer
• Deployment via ConnectWise Automate
• Deployment via Kaseya VSA
• Deployment via Continuum
• Deployment via Datto RMM

Step 4: Set Up Your Ticketing Integration

To leverage Liongard’s automated ticketing, set up your Ticketing Integration

• ConnectWise
• Autotask
• Email

Step 5: 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 6: Activate Auto-Discovered Inspectors

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Auto-Discovered Systems

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:

On-Premise Auto-Discovery

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, 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 Office 365 Inspector and Azure Active Directory Inspectors.

Set up the following Parent/Child Inspectors in Liongard next:

These Inspectors all run via Cloud Agents which are already in your instance and ready to go!

Step 7: Roll Out Additional System Inspectors

Set up Firewall Inspectors

Next, we recommend setting up your firewall 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. Metrics are the backbone of Liongard’s Reporting

• Turn on Metrics
• Build Reports in Liongard

Step 10: Take Advantage of Liongard's Automated Documentation

Familiarize yourself with the benefits of Liongard’s Automated Documentation

Register for Liongard’s Continuing Education Sessions

Getting Support

You can access support right from your Liongard Instance! In the bottom right corner of your instance, there is a blue thought bubble icon. Clicking that icon will allow you to do a search against this documentation site, or will allow you to chat directly with Liongard's support staff.