Customer Onboarding Steps

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:

1. Create a new lab from a template: Forcepoint Data classification

2. Refresh your lab devices and select the new Forcepoint Classification device, then add it to your existing Lab template.

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Any additional details can be found in the document link attached below.

Synergy Workshop_POC setup guide

Videos explaining the above step is attached below:

Step 2: Create License

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

License Management Process

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

This document provides the detailed steps on how to:

1. How to Install K3s for a customer

2. Forcepoint Classification product activation

3. Update your deployment (Optional)

4. Backup a configuration (Optional)

All the above information is present in this document:
Installation - Synergyarchived

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: Software Deployment

The deployment engineer or team, needs to contact the Forcepoint Operations team, to start pushing the packages related to Forcepoint Classification.

Step 5: Setting up the LDAP Integration

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

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 Forcepoint at support@forcepoint.com

Step 7: Deployment of Agent

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

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.

Synergy Agent for Windows: Deployment Guidearchived

Step 8: Share Admin Guide

After the basic setup is completed, refer the Admin guide to start with configuring the Forcepoint Classification software.

Synergy Administration Guide (Agent v3)