diff --git a/onboarding.md b/onboarding.md new file mode 100644 index 00000000..15d36a68 --- /dev/null +++ b/onboarding.md @@ -0,0 +1,42 @@ +## Setup your first Computer + +When you first login to ImmyBot the Getting Started Wizard will be prompt you to create your ImmyBot flash drive, and plug it into the new computer. + +**THIS IS A ONE TIME PROCESS, YOU DO NOT NEED TO CREATE A FLASH DRIVE FOR EACH CLIENT. YOU WILL CHANGE THE CLIENT AFTER THE MACHINE IS IN IMMYBOT** + +![image](https://user-images.githubusercontent.com/1424395/173570369-b7a69a46-95b8-4a85-a4f9-9a4dda57b7e7.png) + +**We recommend unboxing a physical computer (Dell, HP, or Lenovo) so we can demonstrate applying the latest manufacturer BIOS and driver updates.** + +**If you insist on testing on a virtual machine, do the following to receive the PPKG inside an ISO, then mount it to the VM, and press the Windows Key 5 times when you are at the Region Selection screen. If you are past the region selection screen, simply double click the PPKG from the mounted disk** + +![image](https://user-images.githubusercontent.com/1424395/173570635-c50681ea-5612-4326-8203-c0de62e2c154.png) + +![image](https://user-images.githubusercontent.com/1424395/173571790-482162a3-a655-42ce-8d06-8dcd6ae973e8.png) + +Once the computer is identified, you will be directed to that computer to begin the Onboarding process: + +![image](https://user-images.githubusercontent.com/1424395/173592966-cb7d3ccd-098c-4940-bfa0-a435ca68d513.png) + +ImmyBot needs: +1. Customer +2. Primary User (That will be using the computer, optional but recommended) + +![image](https://user-images.githubusercontent.com/1424395/173594097-f975123b-217f-42ef-aa47-2b816a5593b6.png) + + +You only have one customer and one person right now, and it’s your MSP and you. That’s fine, we’ll pretend we’re setting up a computer for you and your MSP. + +::: tip +Customers can be imported from your RMM or PSA, or by setting up the Azure integration +::: + +::: tip +People are imported from your customers' Azure AD via the Azure integration +::: + +An "Onboarding" session will be created for this computer, and ImmyBot will apply the "Recommended Deployments" + +::: tip +You can add your own Deployments and re-run this session as many times as you like until everything is to your liking. +:::