Client On-Boarding Guide
An overview of the process for deploying to new clients
Written by Owen Parry
Updated at July 27th, 2024
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Deploy AutoElevate System Agents. (see System Agent Installation).
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Evaluate and adjust the environment - Use the “Audit Guide” to evaluate the current security disposition of the computer environment and tighten privilege related security settings.
- Review UAC Settings. Turn UAC on and set the UAC User and Admin levels to 3, 4, or the desired level.
- Review use of active users permissions and look for machines where users operate with administrator privileges.
- Enable System Restore.
- Ensure Computers have Windows Update and Virus protection in alignment with best practice standards.
- Review UAC Settings. Turn UAC on and set the UAC User and Admin levels to 3, 4, or the desired level.
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Make Rules – Determine if there are any Company specific actions or applications which would be appropriate for users to be able to be able to carry out themselves. Making rules prior to going Live will help reduce the number of requests that users may have by completely automating the elevation of commonly requested actions and applications. Here are some ways you can easily build rules:
- Set one computer to “Live” mode and launch each software application. When requests come through, use the mobile or web based Notification application to Approve or Deny while making the desired rules for All Companies, Company, Location, or the Computer.
- Move or Copy rules from one of your other Companies. (see “Moving Rules” and “Copying Rules” in our support site documentation)
- After allowing the system to collect information on Agents running in Audit mode for several days examine the Events in the Admin Portal and determine if there are any computers, users, or applications which will require custom rules. Convert events into rules. (see “Creating Rules From UAC Events” in our support site documentation)
- Set one computer to “Live” mode and launch each software application. When requests come through, use the mobile or web based Notification application to Approve or Deny while making the desired rules for All Companies, Company, Location, or the Computer.
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Elevation Audit Mode - We recommend running audit mode for at least 2 weeks before switching to Live mode. This duration can be adjusted based on how quickly you create rules from UAC events.
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Create Rules: Start creating rules as soon as events are received and evaluated.
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Monitor Rule Application: After setting rules, review subsequent events to see which ones would not have had a rule applied. Look for events marked with No in the Had Matching Rule? column.
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Filter Non-Matching Events: Focus on events with a No in the Had Matching Rule? column to identify and address gaps in your rules.
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Adjust the audit period as needed to ensure comprehensive rule coverage before going live.
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Create Rules: Start creating rules as soon as events are received and evaluated.
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Review the end user experience with your client so they know what to expect.
- Go Live!