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Introduction to Liongard

Found in Liongard Academy, "Introduction to Liongard" is a short course that helps new Liongard users quickly understand the Liongard platform.

Overview

Welcome to your Liongard onboarding guide, designed to help you navigate the setup and deployment of your Liongard instance, inspectors, and agents. This guide provides a comprehensive overview of the initial steps, from importing your customer environments to integrating with other platforms, ensuring you're off to a smooth and efficient start.

Pre-Requisites

To set yourself up for success, be sure to complete the following prerequisites before moving forward with your initial platform configuration:

• Complete the Liongard Implementation Kickoff Form.
• Schedule your first Liongard Implementation onboarding session with your assigned Implementation Consultant.
• Once scheduled, an invitation will be sent to your technical and billing contacts to set up your Liongard instance and billing portal access, respectively.
• Your dedicated Account Manager will be available to assist you with anything you might need during our partnership.

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 Integration documentation linked in the table below.

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

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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. Deploy 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.

• Installing a Windows Agent
• Mass Deployment of Agents

Step 4: Add Additional Users

Create Liongard User Accounts for anyone else on your team who will be deploying Liongard under
Admin > Users.

You can also create various Environment Groups based on customized user permissions. Click here for more information.

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:

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:

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.

• Autotask
• ConnectWise
• HaloPSA
• Kaseya BMS
• Email
• ServiceNow
• Syncro
• Microsoft Teams

Step 7: Deploy 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
• Endpoint 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

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, there is a chat icon.