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.

Overview Video

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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, Liongard will auto-discover the Internet Domain/DNS Inspectors for the selected companies.

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

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. 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
• Agent Deployment via RMM Script

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

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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-Premises Auto-Discovery

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 > 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:

These Inspectors all run via Cloud 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.

• Autotask
• ConnectWise
• Kaseya BMS
• Email
• ServiceNow
• Syncro

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
  • Network Discovery
  • Firewall Inspectors
  • Switch Inspectors
• Server Inspectors
• Data Protection Inspectors
• Security 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.

• Metrics
• Reports

Step 10: Take Advantage of Liongard's Automated Documentation

Familiarize yourself with the benefits of Liongard’s Automated Documentation

Become a Liongard Certified Professional with Liongard Academy

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 chat icon. Here, you can search against our Documentation Site, or you can chat directly with Liongard's support staff.