Netreo Implementation Checklist Updated on 17 Jul 2023 1 Minute to read
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Implementing Netreo into your environment is an involved project that requires a lot of installation and configuration tasks. To keep track of it all, here is a checklist to make sure you cover everything in the course of the implementation.
Pre-Deployment Determine whether the deployment is on-premises or software as a service (SaaS) Determine resource requirements, accounting for topology considerations Gather connectivity requirements for managed devices and external resources Deploy the Netreo Instance On-premises deployment: Deploy the software in the virtualization environment SaaS deployment: Set up the SaaS instance Deploy service engines Configure support systems Configure system preferences, network configuration, and licensing Update and install device types and subtypes from the cloud repository Create pollers, device attributes, and extend event log collection Configure user access, including local user and Active Directory options Configure Device Groups Configure site groupings Configure category groupings Configure business workflows Configure subnet to site assignments Alerting Strategy Configure action groups Parenting Configure incident management rules Device Template Strategy Configure cascading practices Configure polling credentials (SNMP, Windows, SSH) Configure base KPI threshold checks and substring usage for device identification Configure service checks Apply device templates (device types, device subtypes, category, sites, device, and functional groups) Create template baselines Device Addition and Management Set up auto-discovery and virtualization Set up CSV-based device import Add devices Device type matching Configure auto-configuration rules for device onboarding Device Population Testing and Troubleshooting Test credentials Ping connectivity CLI device configuration retrieval System resources and diagnostic page Device type assignments Push technologies (SNMP traps, syslog, traffic flow) Configure Reporting and Dashboarding Configure custom and advanced reporting Configure custom dashboards Configure custom topology maps Configure topology reporting Advanced Implementation Configuration Advanced device template usage (substring usage and functional group templates) AIOps: Autopilot (how to determine when to auto fix issues) WebArt / EmailART High-Availability (HA) monitoring Configure Digital Environment Monitoring (DEM) Configure Microsoft 365 monitoring Netreo APIs Netreo "Overview"
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