MSP Onboarding Checklist

Configuration and Incident Data Collection

1. Company & Contact Information
Primary Contact
Secondary Contact
2. Business Operations & Connectivity

3. Data Protection & Security
4. Systems & Software Inventory

Server Inventory

Please list the server name and its purpose in your organization.

Critical Software

Please list the critical software and its purpose in your organization.

5. Networking Infrastructure

Firewall Inventory

Please list the firewall make and model that is at each site.

Switch Inventory

Please list the switch make and model that is at each site.

VPN Provider

Please specify the VPN solution used for remote access (e.g., GlobalProtect, AnyConnect, FortiClient).

6. Patching & Maintenance

Endpoint & Server OS Patching

Standard patching schedule: Updates are applied on the 3rd Sunday of every month at 10:00 PM to ensure systems remain secure and up-to-date with the latest patches and security updates.

Software Patching

Standard patching schedule: Updates are applied on the 3rd Sunday of every month at 7:00 PM to ensure software remains secure and up-to-date with the latest patches and security updates.

7. Further Details & Documents
Secure Information: Send sensitive docs such as password exports to jay@stellar.tech via encrypted email.
Password
Enter a password to submit the onboarding form