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Introduction

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Introducing and implementing the OC platform in your organization is the first step towards efficient inventory, software, compliance, cloud and billing management, but to maximize its long-term benefits, you must establish clear ownership and strategic planning from the outset. 

Designated team members should take official responsibility for the platform's configuration, use and maintenance, while leadership develops a comprehensive roadmap that involves all necessary stakeholders to ensure smooth integration. This structured approach is essential because internal projects like software implementation can be time-consuming, costly, and resource-intensive, making careful planning and team coordination critical for achieving sustainable success and ensuring your investment pays off over time.

The installation and deployment of the OC components require some preparatory steps from you. Please read the articles in this category (left side) carefully and have a look at the slides and diagrams to get a good overview of all prerequisites and requirements. The onboarding includes the installation and deployment of the OC platform and the training of the necessary OC components to be able to work with them independently. 

During the onboarding, several remote sessions are held with the OC support team:

  1. OC Kick-Off session (1 hour): The kick-off session serves as the official start for the onboarding. It provides a brief overview of the entire onboarding process and explains who your contact persons are during this process. We will discuss technical details and answer any questions you may have. The prerequisites and requirements for the OC platform and its components are explained. During this session we will not implement the OC platform yet, this session serves to prepare, explain and answer open questions. We recommend that you already have a good understanding of the articles in this category (left side) and have looked at the slides and diagrams. The following persons should attend this session:
    1. Project Manager
    2. Technical Lead
    3. IT Architects
    4. IT engineers in the area of
      1. Linux servers
      2. Windows servers
      3. Virtualization
      4. Networking
      5. Security
         
  2. OC Deployment session (2 hours): The actual installation and deployment of the OC platform takes place in this remote session. By this session, all open questions and uncertainties should have been clarified and all preparations made so that we can carry out a smooth implementation. The following persons should attend this session:
    1. Technical Lead
    2. IT engineers in the area of
      1. Linux servers
      2. Windows servers
      3. Virtualization
      4. Networking
      5. Security
    3. Licensing team members
       
  3. OC Review session (45 min): Post-implementation progress is discussed with you in this review session, blockers are identified, questions that arise are answered and tips and tricks for best practice are offered for your needs. The following persons should attend this session:
    1. Technical Lead
    2. Licensing team members
    3. IT engineers

You can contact our support team at support@octopus.cloud at any time during and after onboarding.

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