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
If customer is willing to do a POC in his premises then you need to go through your Salesforce default process. The Forcepoint license team shall generate the POC license by following the steps mentioned below.
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, then add it to your existing Lab template.
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
In order to request for a production license, you need to go through your Salesforce default process. The Forcepoint license team shall generate the production license by following the steps mentioned below.
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.
Step 3: Register and Install K3 Server for Client and Reseller
In case the deployment engineer or team doesn't have access to Rancher portal, they need to reach out the Forcepoint Operations team to deploy the Forcepoint Classification packages after executing the commands provided along with the license email.
This document provides the detailed steps on how to:
How to Install K3s for a customer
Forcepoint Classification product activation
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: Software Deployment
The deployment engineer or team, needs to contact the Forcepoint Operations team, to start pushing the packages related to Forcepoint Classification.
The deployment may take several minutes based on the Internet connection speed. Kindly make sure all the pods are running by executing the command “kubectl get pods -A”
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:
Getvisibility 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.
Step 8: Share Admin Guide
After the basic setup is completed, refer the Admin guide to start with configuring the Forcepoint Classification software.