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.

SystemIntegration DocumentationSetup Time
AutotaskSetup the Autotask Integration10 minutes
ConnectWise ManageSetup the ConnectWise Integration15 minutes
HaloPSASetup the HaloPSA Integration10 minutes
IT GlueSetup the IT Glue Integration10 minutes
Kaseya BMSSetup the Kaseya BMS Integration10 minutes
ServiceNowSetup the ServiceNow Integration10 minutes
SyncroSetup the Syncro Integration10 minutes
CSVManual Environment Import10 minutes
ManuallyIn Liongard, go to, Admin > Environments > Add Environment1 minute/customer


Own your Journey

The following steps are the recommended path to onboard Liongard; however, the steps below are interchangeable.

Step 3: Deploy Liongard Agents

Install Liongard 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.

Step 5: Activate Auto-Discovered Inspectors

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, Kaseya BMS, and Autotask IntegrationsInternet DomainsTLS/SSL Certificate

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.

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:

InspectorTime to Setup
Acronis Cyber Protect Cloud5 minutes
Auvik10 minutes
Azure Active Directory15 minutes
Bitdefender GravityZone10 minutes
Cisco Meraki10 minutes
Cisco Umbrella5 minutes
Cloudflare5 minutes
ConnectWise Automate5 minutes
Continuum RMM5 minutes
Datto BCDR5 minutes
Datto Networking5 minutes
Datto RMM10 minutes
Domotz5 minutes
Duo Security5 minutes
ESET Licensing10 minutes
Google Drive10 minutes
Google Workspace10 minutes
JumpCloud5 minutes
Kaseya VSA5 minutes
Microsoft 36515 minutes
Microsoft OneDrive10 minutes
Microsoft SharePoint10 minutes
Microsoft Teams10 minutes
N-able Backup5 minutes
N-able N-central10 minutes
N-able RMM15 minutes
NinjaOne5 minutes
SentinelOne5 minutes
Syncro15 minutes
Sophos Central10 minutes
Ubiquiti UniFi10 minutes
Vade5 minutes
Veeam Availability Console5 minutes
Veeam Service Provider Console5 minutes
Webroot Secure Anywhere GSM10 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:

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

Getting Support

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.