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Objective

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  • Provides step-by-step instructions for the end-to-end validation of the Customer Onboarding Process using AC4.

  • Designed to prepare learners for validating a customer onboarding workflow end-to-end

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    • Verifying credentials

    • Setting network security settings for virtual machines

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  • Comprehensive step-by-step directions on

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  • :

    • Downloading and installing prerequisite software

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      • CLI for Windows

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      • Chocolatey

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      • The Helm client from the local directory (

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Overview

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      • e.g., kubectl)

    • Important introduction to setting up and configuring databases

      • Creating users

      • Database creation

      • Assignment of privileges

  • Preparation of YAML files according to customer standards

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AC Cloud Customer Onboarding Process

Process Step

Actions

Sales/Pre-Sales Transition to Managed Services

  • Sales provides client profile to support and MST (Managed Services Team).

  • MST enters client profile in the "AC Cloud Client Profile".

  • MST submits license request to support as per client profile.

  • Support generates license keys per client profile and sends them to MST.

Submit Infra Resource Ticket to Connectria

  • MST compiles environment request details along with a variable script based on "AC Cloud Client Profile".

  • MST member submits for manager approval.

  • MST manager approves with or without changes.

  • MST submits environment request ticket in TRIA Support system to Connectria as per client profile along with variable script file.

Provision Environment

  • Connectria sets up the Azure resources.

  • Connectria sets up 1st and 2nd part of the monitoring via script.

  • MST verifies environment setup per environment checklist.

  • MST updates "AC Cloud Client Environment Info" sheet to include the new customer environments.

Setup Environment - Bastion Host

  • IInstall Azure Client (Azure CLI).

  • Install Kubernetes Client (kubectl).

  • Install MySQL Client WorkBench.

  • Install Filezilla Client.

  • Set up connection info to the MySQL database through WorkBench.

  • Create databases (Backend Log Quartz).

  • Create users.

  • Assign necessary privileges for the user on the databases.

Setup Environment - Adeptia Connect

  • MST sets up MySQL and databases.

  • MST sets up and configures AC.

  • Install Adeptia Connect.

  • Install Adeptia Connect license.

  • Configure email accounts.

  • Configure performance optimizations.

  • Create customer admin account.

  • Install Ingress.

  • Configure Ingress.

  • Configure EAR (encryption at rest).

  • Bind DNS with Ingress external IP.

  • Test the AC with DNS URL.

  • Conduct functionality testing.

Setup Monitoring

  • Install Prometheus/Grafana.

  • Import Adeptia provided dashboards.

  • Configure Grafana alert threshold.

  • Install EFK (Elasticsearch, Fluentd, Kibana).

  • Configure EFK.

  • Install Lens.

Complete Connectria Monitoring Setup

  • Update the ticket with the AC environment URLs.

  • Connectria sets up the remaining monitoring configuration.

Notify Accounts for Billing

  • MST notifies support of the AC Cloud readiness for the customer.

  • Support notifies accounts of the service readiness for the customer.

Invoice Customer

  • Accounts send an invoice to the customer.

Onboard Client

  • MST sends welcome email with access info and reference links.

  • Sales team and Customer Success connect with the customer to know their training needs.

  • Schedule kick-off call.

  • Conduct kick-off call.

  • Discuss environment access, training, VPN services, project timelines, communication, status update, support channels, etc.

Conduct Training

  • Customer Success schedules the training with the customer.

  • Customer Success conducts the training.

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Customer Environment Setup

Prerequisites

  1. Obtain bastion access from Connectria.

  2. Verify credentials and allow the Adeptia office IP in the VM network security group inbound rules.

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  1. Download required software from the Google Drive link.

  2. Install the CLI for Windows.

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Installation Steps

  1. Install Choco in PowerShell:

    Code: Set-ExecutionPolicy Bypass -Scope Process -Force; [System.Net.ServicePointManager]::SecurityProtocol = [System.Net.ServicePointManager]::SecurityProtocol -bor 3072; iex ((New-Object System.Net.WebClient).DownloadString('https://community.chocolatey.org/install.ps1'))

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  1. Provide Ingress IP and Application Domain Name to (Example: Milon) via Ticketing Portal.

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Post-Installation Configuration

  1. Log in and Perform Initial Setup:

    • Enter the client name and email ID as provided in the client sheet.

    • Enable the following settings:

      • EAR settings

      • SMTP configuration

      • AI MAP

      • Adeptia Assistance feature

      • Change logging level to Error for all microservices

      • Enable EAR setting from the application setting (default password: changeit)

    • Change environment display name

    • Configure mail server parameters:

      Code: emailID: donotreply@adeptia.com Password: refer myglu

  2. Install EFK Stack:

    • Download EFK.

    • Install EFK:

      Code: helm install efk efk-stack -n logs

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  1. Apply Ingress Rules:

    • Remove s from HTTP and provide the ingress release name in the YAML file.

  2. Create Namespace for Velero:

    • Create a container in Azure Blob Storage.

    • Create credentials-velero.txt:

      Code: AZURE_SUBSCRIPTION_ID= AZURE_TENANT_ID=<<ID>> AZURE_CLIENT_ID=<<ID>> AZURE_CLIENT_SECRET=<<value>> AZURE_RESOURCE_GROUP=<<name>> AZURE_CLOUD_NAME=<<name>>

    • Install Velero:

      Code: velero install --provider azure --plugins velero/velero-plugin-for-microsoft-azure:v1.5.0 --bucket $BLOB_CONTAINER --secret-file <<file path>>/credentials-velero.txt --backup-location-config resourceGroup=$AZURE_BACKUP_RESOURCE_GROUP storageAccount=$AZURE_STORAGE_ACCOUNT_ID subscriptionId=$AZURE_BACKUP_SUBSCRIPTION_ID --use-restic

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Adeptia Assistance Configuration

  1. Whitelist AKS Cluster Public IP.

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Property name

Description

Default value

abpm.services.chatbot.adeptiaai.enable

Set this property to true/yes to enable the Adeptia Assistant feature.

true

abpm.services.chatbot.adeptiaai.endpoint

The API endpoint to interact with the Adeptia Assistant knowledge base.

​https://ai.adeptia.com/v1.0

abpm.services.chatbot.adeptiaai.oauth.clientid

The client identifier provided by the third-party application used for authentication.

f3f7e482-0b5a-41f6-aa6b-4b44494be419

abpm.services.chatbot.adeptiaai.oauth.clientsecret

The client secret provided by the third-party application for authentication.

wM48Q~IE-hOKMahzZ7QjoROdOkSumNwQoPOmmaRb

abpm.services.chatbot.adeptiaai.oauth.scope

The scope of the access request. The application's access token will be limited to the granted scopes.

api://f4e48d6e-8d68-460c-9314-d78c0eeafc75/.default

abpm.services.chatbot.adeptiaai.oauth.tokenurl

The token URL issued by the third-party application for authentication.

https://login.microsoftonline.com/45549897-61ee-4cfa-b596-04ca9df5c105/oauth2/v2.0/token

abpm.services.chatbot.adeptiaai.tagname

The tag name bound to the endpoint. 

ProductDocumentation

​Knowledge base “Note: Check this with Adeptia MST Tesm”

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MST (used for maintainence & support)

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client id

c0471393-ccd2-4f2b-86d8-39ae8e54b18f

client secret

Jk~8Q~1bbLGhO0aZQuPyQuJEz5U_7xWQVQaoIaq9

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helpbot (used for Adeptia Connect helpbot)

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client id

f3f7e482-0b5a-41f6-aa6b-4b44494be419

client secret

wM48Q~IE-hOKMahzZ7QjoROdOkSumNwQoPOmmaRb

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