Onboarding and Initial Setup Checklist

Apr 4, 2026 | Blog

Why Onboarding Matters

The first few steps after installing a security tool shape everything that comes after. Good onboarding establishes a baseline, reduces confusion, and helps administrators start from a position of clarity.

A Strong Initial Workflow

  1. Activate the plugin and connect licensing if applicable
  2. Run an initial scan
  3. Review the highest-priority findings
  4. Apply safe hardening improvements
  5. Set up automation and reporting

Why We Recommend an Initial Checklist

Without a checklist, important steps are easy to skip. A good onboarding process makes security more consistent and helps teams move from installation to operational value quickly.

Set the Baseline Early

Your first scan and first hardening decisions create the benchmark you will compare against later. That is why the initial setup phase matters so much.