{"text_format":"1","workbook":"xlsx","n_sheets":6,"sheets":["Checklist with Dates","Client Information","Users & Groups","Inventory (Hardware)","Inventory (Services)","Allowed Apps"],"not_rendered":{"charts":0,"images":0,"macros":1,"external_links":0,"defined_names":2,"comments":0,"pivot_tables":0},"unopened":[],"bounds":{"document_bytes":16777216,"sheet_cells":100000,"rows_first":2000,"rows_last":500,"rows_between":2000,"halvings":0,"cell_chars":16384,"cell_head_chars":4096},"cells_cut":0,"cells_raw":0,"read":"whole","date_system":"1900"}

{"sheet":"Checklist with Dates","index":0,"n_rows":42,"n_cols":11,"rows_kept":42,"cut":false,"hidden":false,"merged":[[3,2,3,6],[4,2,4,9]]}
[null,"Onboarding Process: Checklist"]
[]
[]
[null,null,"This sheet is designed for you to easily track your deployment process. Once you have configured your Deployment solution for Devices, Users, Groups, Apps, and Policies you will use this page for making sure all of those decisions get onto the client devices smoothly and completely. "]
[null,null,"Please note: this tool is best used within Google Sheets; the links and functions are optimized for Google Sheets. Should you decide to use alternative spreadsheet programs you may find certain graphs and charts do not render correctly."]
[]
[]
[null,null,"Solution to Deploy",null,"Go To Page",null,"Considerations",null,"Due Date","Done?","Date Completed"]
[null,null,"Timeline",null,"Timeline"]
[null,null,"Information Gathering",null,"Template Instructions"]
[null,null,"   Collect Client Information",null,null,null,null,null,"2023-04-05","Yes",{"$f":"IF((J11=\"Yes\"),TODAY(),\"\")","v":"2023-04-25"}]
[null,null,"   Review SLA Information",null,null,null,null,null,null,null,""]
[null,null,"   Review existing Documentation ",null,null,null,null,null,null,null,""]
[null,null,"   Audit the Client Environment",null,null,null,null,null,null,null,""]
[null,null,"   Check Renewals",null,"Inventory (Services)",null,null,null,null,null,""]
[]
[]
[null,null,"Stakeholder Updates"]
[null,null,"   Assign team members",null,null,null,null,null,null,null,{"$f":"IF((J19=\"Yes\"),TODAY(),\"\")","v":""}]
[null,null,"   Book internal team meeting",null,null,null,null,null,null,null,""]
[null,null,"   Send Welcome Kit",null,null,null,null,null,null,null,{"$f":"IF((J21=TRUE),TODAY(),\"\")","v":""}]
[null,null,"   Book Welcome Team Meeting"]
[null,null,"Configure MSP Stack",null,null,null,"Configure the stack to take into account all information from the previous tabs."]
[null,null,"   Network Settings",null,"Inventory (Services)",null,null,null,null,null,{"$f":"IF((J24=\"Yes\"),TODAY(),\"\")","v":""}]
[null,null,"   Users",null,"Users & Groups",null,null,null,null,null,""]
[null,null,"   Groups",null,"Users & Groups",null,null,null,null,null,""]
[null,null,"   Devices",null,"Inventory (Hardware)",null,null,null,null,null,""]
[null,null,"   Allowed Apps",null,"Allowed Apps",null,null,null,null,null,""]
[null,null,"   Policies",null,null,null,null,null,null,null,{"$f":"IF((J29=TRUE),TODAY(),\"\")","v":""}]
[null,null,"Deployment",null,null,null,"Deploy your standard MSP solution stack"]
[null,null,"   RMM Agent / Monitor",null,null,null,"Deploy your RMM solution. Do NOT enable ticketing integration yet.",null,null,null,{"$f":"IF((J31=\"Yes\"),TODAY(),\"\")","v":""}]
[null,null,"   Install your Endpoint Protection Solution",null,null,null,null,null,null,null,""]
[null,null,"   Remove old Endpoint Protection Solution",null,null,null,null,null,null,null,""]
[null,null,"   Deploy Email Content Filtering Solution ",null,null,null,null,null,null,null,""]
[null,null,"   Deploy web content filtering solution",null,null,null,null,null,null,null,""]
[null,null,"   Deploy Password Management",null,null,null,null,null,null,null,""]
[null,null,"   Configure Patch Management",null,null,null,null,null,null,null,""]
[null,null,"   Configure Remote Assist",null,null,null," ",null,null,null,""]
[null,null,"Password Changes",null,null,null,"Change administration passwords and record in password manager",null,null,null,""]
[null,null,"Configure PSA",null,null,null,"Configure PSA to reflect SLAs",null,null,null,""]
[null,null,"Turn on Ticketing Integrations",null,null,null,"Turn on integrations so the tickets flow from RMM to PSA can begin.",null,null,null,""]
[null,null,"User Training",null,null,null,null,null,null,null,""]

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[null,"MSP Onboarding Process"]
[]
[]
[null,null,"Collect your client's general information here. Include your MSP contract information. This should be filled out early in the process. This will make it easier to fully complete entries in your PSA. "]
[]
[]
[]
[null,null,null,null,null,null,null,null,null,null,null,null," "]
[null,null,"Step 1: Client & MSP Information"]
[]
[null,null,"Client Name"]
[null,null,"Office Locations",null,null,"Location 1"]
[null,null,null,"Initial Number of users"]
[null,null,null,"Premises Access Requirements"]
[]
[null,null,null,"Contact Information:",null,"Name",null,"Phone","Email"]
[null,null,null,"Main Contact"]
[null,null,null,"Technical Contact"]
[null,null,null,"Other Contacts"]
[null,null,null,"Internal Sales Contact"]
[null,null,null,"Internal Technical Contact"]
[]
[null,null,null,"MSP Tools"]
[null,null,null,"Existing PSA Solution",null,null,null,null,"Notes"]
[null,null,null,"Existing RMM Solution"]
[null,null,"Assessment Lead"]
[null,null,"Assessment Contributors "]
[]
[null,null,"Step 2: Contracts",null,null,"Date"]
[null,null,null,"Contract Reviewed"]
[null,null,null,"Contract Fully Signed"]
[null,null,null,"SLA Reviewed"]
[null,null,null,"SLA Fully Signed"]
[]
[null,null,"Step 3: Previous Documentation"]
[null,null,null,"Is there previous documentation?"]
[null,null,null,"Location of previous documenation"]
[]
[]
[]
[null,"© 2022 JumpCloud Inc. All rights reserved.\n\nJUMPCLOUD EXPRESSLY DISCLAIMS ALL REPRESENTATIONS, WARRANTIES, OR CONDITIONS OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING ANY AND ALL REPRESENTATIONS, WARRANTIES, OR CONDITIONS OF TITLE, NON-INFRINGEMENT, MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, ACCURACY, CONTINUOUS OR ERROR-FREE OPERATION FROM OR RELATING TO THIS CALCULATOR."]

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[null,"Onboarding Process: Users and Groups"]
[]
[]
[null,null,"This sheet is designed for you to easily set up your lists of users and configure their groups. \nThe first thing you should do is {create and} enter your company's Teams and Departments on the left side of this chart. Then, {create and} enter the Groups you will need for your users. Once completed, you can begin to enter or import your user names in Columns G/H. The teams, departments, and groups you created earlier will be automatically available to you in the dropdown menus in columns J/K/L."]
[]
[]
[null,null,"Groups Setup",null,null,null,null,"User Setup"]
[null,null,"Department","Team","User Groups","Device Groups",null,"First Name","Last Name","Department","Team","User Group",null,"Full Name"]
[null,null,"Marketing","Design","TEST1","All Apps",null,"Bob","Burger","Marketing","Design","TEST2",null,{"$f":"PROPER(CONCATENATE(H9,\" \",I9))","v":"Bob Burger"}]
[null,null,null,null,"TEST2","US",null,"Doctor","Who","Marketing","Design","TEST2",null,"Doctor Who"]
[null,null,null,null,"TEST3","EMEA"]
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{"sheet":"Inventory (Hardware)","index":3,"n_rows":9,"n_cols":15,"rows_kept":9,"cut":false,"hidden":false,"merged":[[3,2,3,7]]}
[null,"Onboarding Process: Inventory (Hardware)"]
[]
[]
[null,null,"This sheet is designed for you to have a detailed inventory of all hardware including, but not limited to: computers, networking equipment, servers, and printers. You can note which user is assigned to each computer and which device groups the computers belong to. Tracking network equipment and Printers will help you when deciding MSP pricing and MDM configurations."]
[]
[]
[null,"Devices",null,null,null,null,null,null,null,"Networking",null,null,null,"Printers"]
[null,null,"Device Model","S/N","Hard Drive","RAM","Employee","Device Group",null,"Device Model","S/N","Ports",null,"Device Model","S/N"]
[null,null,"Dell Laptop ","ABC123",256,16,"Amy Pohler","US"]

{"sheet":"Inventory (Services)","index":4,"n_rows":7,"n_cols":11,"rows_kept":7,"cut":false,"hidden":false,"merged":[[3,1,3,6]]}
[null,"Onboarding Process: Inventory (Services)"]
[]
[]
[null,"This sheet is designed for you to have a detailed inventory of all services including, but not limited to: domain registration, web hosting, DNS, certificates, ISP. Tracking this information will help you maintain the expirations of registrations for these services."]
[]
[]
[null,"Service","Registrar","Renewal Date","IP","NS","A Record","CNAME","TEXT","SPF","Notes"]

{"sheet":"Allowed Apps","index":5,"n_rows":7,"n_cols":8,"rows_kept":7,"cut":false,"hidden":false,"merged":[[43,5,43,6],[43,7,43,9],[41,2,41,4],[41,5,41,6],[41,7,41,9],[42,2,42,4],[42,5,42,6],[42,7,42,9],[43,2,43,4],[40,5,40,6],[40,7,40,9],[38,2,38,4],[38,5,38,6],[38,7,38,9],[39,2,39,4],[39,5,39,6],[39,7,39,9],[40,2,40,4],[37,5,37,6],[37,7,37,9],[35,2,35,4],[35,5,35,6],[35,7,35,9],[36,2,36,4],[36,5,36,6],[36,7,36,9],[37,2,37,4],[34,5,34,6],[34,7,34,9],[32,2,32,4],[32,5,32,6],[32,7,32,9],[33,2,33,4],[33,5,33,6],[33,7,33,9],[34,2,34,4],[31,5,31,6],[31,7,31,9],[29,2,29,4],[29,5,29,6],[29,7,29,9],[30,2,30,4],[30,5,30,6],[30,7,30,9],[31,2,31,4],[28,5,28,6],[28,7,28,9],[26,2,26,4],[26,5,26,6],[26,7,26,9],[27,2,27,4],[27,5,27,6],[27,7,27,9],[28,2,28,4],[12,7,12,9],[13,2,13,4],[16,5,16,6],[16,7,16,9],[14,2,14,4],[14,5,14,6],[14,7,14,9],[15,2,15,4],[15,5,15,6],[15,7,15,9],[16,2,16,4],[50,2,50,4],[3,2,3,7],[6,2,6,4],[6,5,6,6],[6,7,6,8],[7,2,7,4],[7,5,7,6],[7,7,7,9],[10,5,10,6],[10,7,10,9],[8,2,8,4],[8,5,8,6],[8,7,8,9],[9,2,9,4],[9,5,9,6],[9,7,9,9],[10,2,10,4],[13,5,13,6],[13,7,13,9],[11,2,11,4],[11,5,11,6],[11,7,11,9],[12,2,12,4],[12,5,12,6],[49,5,49,6],[49,7,49,9],[47,2,47,4],[47,5,47,6],[47,7,47,9],[48,2,48,4],[48,5,48,6],[48,7,48,9],[49,2,49,4],[25,5,25,6],[25,7,25,9],[23,2,23,4],[23,5,23,6],[23,7,23,9],[24,2,24,4],[24,5,24,6],[24,7,24,9],[25,2,25,4],[22,5,22,6],[22,7,22,9],[20,2,20,4],[20,5,20,6],[20,7,20,9],[21,2,21,4],[21,5,21,6],[21,7,21,9],[22,2,22,4],[19,5,19,6],[19,7,19,9],[17,2,17,4],[17,5,17,6],[17,7,17,9],[18,2,18,4],[18,5,18,6],[18,7,18,9],[19,2,19,4],[46,5,46,6],[46,7,46,9],[44,2,44,4],[44,5,44,6],[44,7,44,9],[45,2,45,4],[45,5,45,6],[45,7,45,9],[46,2,46,4]]}
[null,"Onboarding Process: Apps"]
[]
[]
[null,null,"This sheet is designed for you to have a detailed list of any and all apps that will be allowed (in self-service), required (pushed by the MDM), or restricted (by the MDM)."]
[]
[]
[null,null,"Allowed Apps",null,null,"Required Apps",null,"Restricted Apps"]