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.
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.
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
System | Integration Documenation | Setup Time |
---|---|---|
ConnectWise Manage | 10 minutes | |
IT Glue | 10 minutes | |
Autotask | 10 minutes | |
CSV | 10 minutes | |
Manually | In Liongard, go to: Admin > Environments > Add Environment | 1 minute/customer |
Step 3: Deploy On-Premise Agents
Install On-Premise 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.
Step 4: Set Up Your Ticketing Integration
To leverage Liongard’s automated ticketing, set up your Ticketing Integration
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:
This... | Auto-Discovers... | Which Auto-Discovers... |
---|---|---|
ConnectWise Manage, IT Glue, and Autotask Integrations | Internet Domains | TLS/SSL Certificates |
On-Premise Auto-Discovery
This... | Auto-Discovers... | Which Auto-Discovers... | Which Auto-Discovers... |
---|---|---|---|
A Windows Agent installed on a domain controller | Windows 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 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 Microsoft 365 Inspector and Azure Active Directory Inspectors.
Set up the following Parent/Child Inspectors in Liongard next:
Inspector | Time to Setup |
---|---|
10 minutes | |
15 minutes | |
10 minutes | |
10 minutes | |
5 minutes | |
5 minutes | |
5 minutes | |
10 minutes | |
5 minutes | |
10 minutes | |
10 minutes | |
5 minutes | |
5 minutes | |
15 minutes | |
10 minutes | |
5 minutes | |
5 minutes | |
10 minutes | |
10 minutes | |
10 minutes | |
5 minutes | |
{Veeam Service Provider Console](doc:veeam-service-provider-console-v4) | 5 minutes |
10 minutes |
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
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.


Updated 18 days ago