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 Roar 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.
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Step 2: Import and Map Managed Customers
Import companies into Roar from ConnectWise Manage, IT Glue, Autotask, CSV, or manually one-by-one.
Integrating a PSA
If you choose to integrate your PSA with Roar, Roar 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 Roar Integration Best Practices documentation
| System | How-to Video | Helpful Docs | Setup Time |
|---|---|---|---|
| ConnectWise Manage | Import companies via ConnectWise Manage | Setup the ConnectWise Integration | 10 minutes |
| IT Glue | Import companies via IT Glue | Setup the IT Glue Integration | 10 minutes |
| Autotask | Import companies via Autotask | Setup the Autotask Integration | 10 minutes |
| CSV | Import companies via CSV | Import Companies via CSV | 10 minutes |
| Manually | Import a company manually | In Roar, go to: Admin > Environments > Add Environment | 1 minute/customer |
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 Roar Windows Agent per Environment. A single Roar 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 Roar’s automated ticketing, set up your Ticketing Integration
Step 5: Add Additional Users
Create Roar User Accounts for anyone else on your team who will be rolling out Roar under
Admin > Users.
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Step 6: Activate Auto-Discovered Inspectors
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Auto-Discovered Systems
Throughout your experience with Roar, 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 | Any other Windows servers, SQL servers, & Hyper-V |
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, Roar uses a concept called Parent/Child relationships. This is a version of Auto-Discovery that allows Roar 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 Roar next:
| Inspector | Time to Setup |
|---|---|
| Auvik | 10 minutes |
| Azure Active Directory | 15 minutes |
| Bitdefender GravityZone | 10 minutes |
| Cisco Meraki | 10 minutes |
| Cisco Umbrella | 5 minutes |
| Continuum RMM | 5 minutes |
| Datto BCDR | 5 minutes |
| Duo Security | 5 minutes |
| G Suite | 10 minutes |
| JumpCloud | 5 minutes |
| Kaseya VSA | 5 minutes |
| Office 365 | 15 minutes |
| Sophos Central | 10 minutes |
| Ubiquiti UniFi | 10 minutes |
| Veeam Availability Console | 5 minutes |
| Webroot Secure Anywhere GSM | 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 Roar's Example Actionable Alert Template
Once Inspectors have been rolled out, Roar’s Example Actionable Alert Template is activated. Review and edit this template to get proactive alerts sent to Roar, and then, your PSA or email.
Learn more about Actionable Alerts
Step 9: Leverage Metrics for Reporting
Get to data faster by leveraging Roar’s Metrics. Metrics are the backbone of Roar’s Reporting
Step 10: Take Advantage of Roar's Automated Documentation
Familiarize yourself with the benefits of Roar’s Automated Documentation
Register for Roar’s Continuing Education Sessions
Getting Support
You can access support right from your Roar Instance! In the top right corner of your instance, there is a Support drop-down menu.
There you will find quick links to our:
- Documentation Site
- A link to Create a Support Ticket
- A link to our [**Roar Ideas Portal]**(doc:liongards-idea-portal)
- A link to our Roar Slack Community or Roar Users Network (RUN) Slack Group
Last Updated: 2020-08-07
Updated 3 days ago