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When we onboard a new customer, the following steps must be followed:

Quick Links

Table of Contents

Step 1: Conduct Workshop and POC with the potential customer.

Conducting workshops and POCs for any potential clients will be the first thing done after the initial conversation. Refer to the link below for a thorough explanation of how to set up POC and workshops.

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Videos explaining the above step is attached below:

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Step 2: Create License

Congratulate yourself for the big sale (smile) and start creating licence for client using licensing portal. Refer to the link below to view document and videos for a explanation about licencing.

License Management Process

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Step3Step 3: Register and Install K3 Server for Client and Reseller

This document provides the detailed steps on how to:

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Register a Customer in Rancher without a Licensing Portal – Reseller

Step4Step 4: Keyclock and Active Directory

Once the product is fully deployed and all pods are up and running, we need to configure authentication.

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Getvisibility Reseller Keycloak Quick Installation Guide

Step 5: FP support follow up

Once the basic deployment is completed sales engineers need to follow up with FP support(support.forcepoint.com) and finish the installation on FP side.

Step 6: Getting .MSI file for Agent

After the above steps are completed, you can get the .msi file for latest version of agent. This file can be found in https://www.go4labs.net/docs/device_library/forcepoint_classification as of now.

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If you are not sure about getting the latest version, do not hesitate to contact FP at support.forcepoint.com

Step 7: Deployment of Agent

After configuring authentication and access to the product, you need to deploy the agent software.

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Refer to the below link to find installation details.

Agent Installation

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Step 8: Share Admin Guide

After the basic setup is completed share Admin guide with client to get them started with the application

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