First Day Checklist

Use this checklist after the first Server, Studio and Client installations are working.

The aim is to move from a working test setup to a small, controlled managed estate.

Checklist

1. Confirm the Lanview Server service is running.
2. Confirm the Client and Studio administration ports are reachable from the intended devices and administrator workstations.
3. Confirm Studio can connect from the administrator workstation.
4. Create named security users for administrators.
5. Design initial roles before granting broad access.
6. Decide the initial two-factor authentication policy.
7. Confirm audit mode, retention and reason policy.
8. Deploy Client to a small pilot set of devices.
9. Approve pilot devices.
10. Organise pilot devices into useful groups.
11. Open the Device Window for representative devices.
12. Review Summary, Inventory and Audit Log for those devices.
13. Test one low-impact action, such as device ping or inventory refresh.
14. Record backup and restore expectations before wider rollout.

Permissions and policy

Restrict security administration permissions to trusted administrators. Settings changes require settings permissions. Device approval requires device management permission.

Do not create broad roles just to make setup easier. Broad access is harder to review and harder to justify later.

Audit and security

Security administration, settings changes and device approval are audited where catalogued. Review audit reason policy before routine administration begins.

Read next

• First Setup Checklist
• User Management
• Roles and Permissions
• Two-Factor Authentication
• Deploying Lanview Client
• Device Approval
• Devices and Groups
• Inventory