Prepare the connector installer and confirm network access requirements with the client. The connector needs outbound HTTPS (port 443) only.
Install the connector on any Windows or Linux machine on the client network. The Onboarding Agent takes over from there: asset discovery, baseline configuration, monitoring setup.
Check the dashboard to confirm all assets are discovered and agents are running. Review the initial scan results for any critical findings.
Send the client their first security report. Show them what was found and what is now being monitored. This builds trust from day one.