Skip to main content

Build Repeatable Onboarding & Environment Standardization Processes

Traditional onboarding processes often rely on manual discovery, spreadsheets, disconnected tools, and tribal knowledge, creating operational gaps that persist long after onboarding is considered “complete.” Use LiongardIQ to accelerate onboarding, establish trusted configuration baselines, and standardize environments through automated discovery, centralized visibility, and continuously updated documentation.

Step 1: Deploy Core Inspectors & Agents

Begin by deploying Liongard Agents and configuring core Inspectors across the client environment.

Where to Go

  • Admin > Agents

  • Admin > Inspectors

What to Deploy

Configure visibility into critical systems such as:

  • Microsoft 365 / Entra ID

  • Active Directory

  • Windows Servers & Workstations

  • Firewalls and network infrastructure

  • Hypervisors such as VMware or Hyper-V

  • Domain and DNS systems

Validate Before Moving Forward

  • Inspectors complete successfully

  • No authentication or permission issues exist

  • Systems and assets begin appearing within the Environment view

Do not proceed until core visibility is operational.

Step 2: Run Network Discovery

Use Network Discovery to identify unmanaged, undocumented, or unknown assets early in the onboarding process.

Where to Go

  • Admin > Inspectors > Network Discovery

What to Do

  • Select the appropriate Environment

  • Define network ranges or subnets

  • Run the discovery scan and review discovered IPs, devices, and services

What to Look For

  • Servers without deployed agents

  • Undocumented switches, firewalls, printers, or access points

  • Legacy or unsupported systems

  • Shadow IT or unknown endpoints

Network Discovery should not be treated as informational only. Every discovered asset should be reviewed and reconciled.

Step 3: Reconcile & Standardize the Environment

Review discovered assets against the operational inventory to ensure the environment is fully accounted for.

Validate Asset Coverage

Navigate to:

  • Environment > Systems

  • Environment > Asset Inventory > Devices

  • Environment > Asset Inventory > Identities

Confirm

  • Operational servers, workstations, and network devices are represented

  • Privileged accounts and service accounts are known and documented

  • Unknown or unmanaged critical infrastructure does not remain unresolved

  • Asset relationships and dependencies are visible across the environment

Standardization Goals

  • Bring unmanaged assets under management

  • Identify configuration drift and inconsistencies

  • Establish a trusted baseline for ongoing operations and support

Onboarding is not complete until reality matches documentation.

Step 4: Automate Documentation & Configuration Visibility

Integrate LiongardIQ with documentation platforms to create continuously updated operational records.

Where to Go

  • Admin > Integrations

Supported Platforms

  • ITGlue

  • Hudu

Automatically Sync

  • OS versions

  • Patch status

  • IP addresses

  • Last logon activity

  • Group memberships

  • License assignments

Benefits

  • Eliminate manual re-keying of configuration data

  • Reduce documentation drift caused by human error

  • Improve first-touch ticket resolution with accurate environment data

  • Create more scalable onboarding and operational workflows

Step 5: Validate Continuous Visibility & Change Tracking

Once onboarding is complete, validate that LiongardIQ is continuously monitoring the environment.

Confirm

  • Inspections run successfully on schedule

  • Configuration changes are timestamped within Timeline history

  • Documentation updates automatically as the environment evolves

  • Technicians can quickly answer “what changed” and “when” without rediscovery work

Why It Matters

  • Compress onboarding timelines from weeks to days

  • Eliminate rediscovery during future incidents and escalations

  • Improve operational consistency across environments

  • Reduce onboarding risk caused by undocumented infrastructure

  • Build repeatable onboarding and environment standardization processes at scale

Did this answer your question?