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Contents

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Prepared By

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Reviewed By

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Document Version

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Ashima Agarwal

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Artem Kalaitan

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22-July-2022

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V 1

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Introduction

This document will serve as the master file for all the steps required for the deployment of the Synergy Software.

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Option 1: Workshop

The first option to is through labs, this document is shared via email to each client individually.

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Option 2: POC or Production Deployment

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Step1: Salesforce

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, Bitrix or other CRM tools

This document is shared via email with each client individually.

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Step2: Licence Management

Below The below document provides the details of the license management system.

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License Management Process

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Step3: Register and Install K3 Server for Client and Reseller

Attached This document provides the detailed steps for Register, Install, Deploy, Update, Backup Server for both client and Reseller

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titleInstallation and Upgrade - K3

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on how to:

  1. How to Install K3s for a customer

  2. Deploy getvisibility products

All the above information is present in this document:
https://getvisibility.atlassian.net/wiki/x/BADFJ


In case you need to register a cluster directly in Rancher without the licensing portal (for example, to deploy a lab), you need to refer to this document: Register a Customer in Rancher without a Licensing Portal – Reseller

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Step4: Keyclock and Active Directory

Attached is the document for installation of key clock

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titleKeyclock and Active Directory

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

The below document outlines the steps necessary to configure authentication, create users and even connect to LDAP to allow end-users to log in to the product UI with their AD credentials:

Reseller Keycloak Quick Installation Guide

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Step5: Deployment of Agent

Below two documents give details of steps After configuring authentication and access to the product, you need to deploy the agent and a complete guide to understand Synergy configuration

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titleInstallation of Agent

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software.

Our agent is packaged in an installation file and can be deployed manually or via management tools like SCCM.

Refer to the below link to find installation details.

https://getvisibility.atlassian.net/wiki/x/AYADIw

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Step6: Server configuration

Deployment stops at previous point; at this step we reference you to review the administration guide to configure the server.

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titleSynergy Admin Guide

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This is the last step of the product deployment.
In our Administration Guide, you will find all the necessary information on how to configure and operate our product.

Synergy Administration Guide (Agent v3)

https://getvisibility.atlassian.net/wiki/x/F4DDIw

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