When we onboard a new customer, the following steps must be followed:
Quick Links
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.
Lab documentation to setup workshop in go4labs can be found here: https://www.go4labs.net/docs/device_library/forcepoint_classification
There are two options to use these new devices:
Create a new lab from a template: Forcepoint Data classification
Refresh your lab devices and select the new Forcepoint Classification device
Any additional details can be found in the document link attached below.
https://getvisibility.atlassian.net/wiki/spaces/KBTES/pages/101384377
Videos explaining the above step is attached below:
Step 2: Create License
Congratulate yourself for the big sale 
and start creating licence for client using licensing portal. Refer to the link below to view document and videos for a explanation about licencing.
Step 3: Register and Install K3 Server for Client and Reseller
This document provides the detailed steps on how to:
How to Install K3s for a customer (Optional)
Deploy getvisibility products
Update your deployment (Optional)
Backup a configuration (Optional)
All the above information is present in this document:
Installation -Upgrade K3s
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
Step 4: Keyclock and Active Directory
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:
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.
It can also be found in https://support.forcepoint.com/s/download.
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.
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.
Step 8: Share Admin Guide
After the basic setup is completed share Admin guide with client to get them started with the application