N-able Implementation Checklist

Customer: Date: Engineer:

Task
Contract Creation Obtain copy of signed contract Review contract for services to be implemented, contract errors, and questions pertaining to implementation Direct and obtain answers to any questions from sales Create customer folders for Sales and Engineering on the Intranet site Create Customer site book from template, filling in customer info and service information Scan contract, post to customer folder on the sales Intranet site Post site book and implementation checklist to customer folder on Engineering Intranet Contact customer to schedule initial site visit Site Visit Prep Create Customer account in N-able Create N-able Agent package for GPO deployment Confirm scheduled visit w/ customer Initial Site Visit Meet w/ customer, review contracted services, discuss current pain points and issues, discuss implementation process, set client expectations Obtain list of standard and proprietary applications from customer Obtain support information for proprietary applications from customer, including logins and copies of agreements Obtain Domain Admin, Firewall, and Switching passwords from customer Obtain floor plans from customer Tour site with customer noting the location of server room, MDFs, IDFs, access points, DMARC, inter-closet fiber/copper runs on the floor plans provided by customer Obtain pictures of all items noted on the floor plans during site tour

Initial

Perform physical workstation count, noting the number of workstations per OS type (WinXP pro, Vista, Win7 Pro/Enterprise/Ultimate) Note AV installs on workstations type, support agreements Obtain access servers create iTech Support and N-able Monitoring accounts Review server services for any accounts being used by the services, if any are using the administrator or previous providers account create and reassign them to a service account. Change the administrator password, document and supply to customer Change password and disable previous providers account Install N-able probe on server and create a one-time scan for firewalls, switches, and printers Import firewalls, switches, and printers into N-able Create N-able GPO applying it to the domain root Create WSUS GPOs for both workstations and servers Run Site Gen app for all servers Obtain backup configurations including product type, media type, schedules, and backup set Review power setup (UPS, size, management capable, dual PSU in servers) Post Initial Site Visit Create network diagrams Update customer site book on Intranet Upload site book, diagrams, pictures (named appropriately), and GPO agent install to Intranet Create Assessment document including questions for the customer, recommendations, list of things that must change either per contract or to become managed (FW, license, etc. transfers) Review assessment document with project manager, technical leads, and sales rep. Email assessment document to customer and schedule follow up visit to review Work to insure proper monitoring of all network elements in which access has been provided Second Site Visit Update client on deployment process Review assessment document with customer Remove any monitoring software used by previous vendors Reconfigure all firewalls to lock down traffic for HTTPS Management, Ping, and RDP (if possible) to come from just iTech external IP ranges. Consolidate all licensing and software media into one location, obtain copies of any licensing which were not previously procured Conducted initial monthly checklist Implement additional services BOIP/BCS Anti-Virus Anti-Spam Configure devices for SNMP (FW, Servers, Printers)

Configure iLo ports on servers (Lights Out Management) Finalization Configure firewall in viewpoint Configure all monitored elements Resolve all warnings and failures in N-able Update site book and any other documentation Configure Reports N-able Monthly N-able Quarterly N-able Yearly View Point Additional Notes: