Netreo Implementation Checklist
Implementing Netreo into your environment is an involved project that requires a lot of installation and configuration tasks. To keep track of it all, here is a checklist to make sure you cover everything in the course of the implementation.
Pre-Deployment
Determine whether the deployment is on-premises or software as a service (SaaS)
Determine resource requirements, accounting for topology considerations
Gather connectivity requirements for managed devices and external resources
Deploy the Netreo Instance
On-premises deployment: Deploy the software in the virtualization environment
SaaS deployment: Set up the SaaS instance
Deploy service engines
Configure support systems
Configure system preferences, network configuration, and licensing
Update and install device types and subtypes from the cloud repository
Create pollers, device attributes, and extend event log collection
Configure user access, including local user and Active Directory options
Configure Device Groups
Configure site groupings
Configure category groupings
Configure business workflows
Configure subnet to site assignments
Alerting Strategy
Configure action groups
Parenting
Configure incident management rules
Device Template Strategy
Configure cascading practices
Configure polling credentials (SNMP, Windows, SSH)
Configure base KPI threshold checks and substring usage for device identification
Configure service checks
Apply device templates (device types, device subtypes, category, sites, device, and functional groups)
Create template baselines
Device Addition and Management
Set up auto-discovery and virtualization
Set up CSV-based device import
Add devices
Device type matching
Configure auto-configuration rules for device onboarding
Device Population Testing and Troubleshooting
Test credentials
Ping connectivity
CLI device configuration retrieval
System resources and diagnostic page
Device type assignments
Push technologies (SNMP traps, syslog, traffic flow)
Configure Reporting and Dashboarding
Configure custom and advanced reporting
Configure custom dashboards
Configure custom topology maps
Configure topology reporting
Advanced Implementation Configuration
Advanced device template usage (substring usage and functional group templates)
AIOps: Autopilot (how to determine when to auto fix issues)
WebArt / EmailART
High-Availability (HA) monitoring
Configure Digital Environment Monitoring (DEM)
Configure Microsoft 365 monitoring
Netreo APIs
Netreo "Overview"