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  • Provides step-by-step instructions for the end-to-end validation of the Customer Onboarding Process using AC4in AC Cloud.

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

    • Verifying credentials

    • Setting network security settings for virtual machines

  • Comprehensive step-by-step directions on:

    • Downloading and installing prerequisite software

      • CLI for Windows

      • Chocolatey

      • The Helm client from the local directory (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 standardstier.

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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 Client Profile in the "AC Cloud Client Profile".

  • MST submits license request to support as per client profileTech Support as per Client Profile and also inform subscription ID (customername-environment such as Nuvem-prod, paychex-dev etc.) to Tech Support.

  • 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 Submits environment request ticket (Sample: 938883) in TRIA Support system to Connectria as per client profile 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 Updates "AC Cloud Client Environment Info" sheet to include the new customer environments.New Customer Environments

Setup Environment - Bastion Jump 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. Functionality testing

Once customer confirms the Sys Admin user name in response to Welcome email then:

  • Create Customer Admin Account

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 Notifies Tech Support of the AC Cloud readiness for the customerCould Readiness so Tech Support send Welcome kit to the Customer.

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

Invoice Customer

  • Accounts send an invoice to the customer.

Onboard Client

  • MST Tech Support 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 accessEnvironment Access, trainingTraining, VPN services, project timelines, communication, status update, support channels, Services start, 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 Jump host access credential from Connectria.

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

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  1. Prepare and Install Software:

    • Prepare the YAML file as per client's license and details provided in the email.

    • Add the bastion IP in the AKS cluster network security.

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    • Install Helm: Code choco install kubernetes-helm

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  1. Download and Install Nginx:

    • Download Nginx v9.3.32.

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    • Go to the folder containing tls.key, tls.crt, and star.adeptia.com files and create a secret:

      Code: kubectl create secret tls <<secretname>> --key="tls.key" --cert="tls.crt" --namespace <<namespace>>

    • Update and apply the ingress rules:

      Code: kubectl apply -f ingress.yaml

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  1. Provide Ingress IP and Application Domain Name to (Example: Milon Local IT team to add that into Public DNS Portal (Cloudflare) 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

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      • Adeptia Assistance feature

      • Change logging level to Error for all microservices

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

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    • Change environment display name

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    • Configure mail server parameters:

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

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  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.

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  2. Create Namespace for Velero:

    • Create a container in Azure Blob Storage.

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    • 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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  1. Whitelist AKS Cluster Public IP .in Internal Azure Portal

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  1. Update Adeptia Assistant Settings:

    • Navigate to: Setting >> Common >> Adeptia Assistant

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    • Set the following properties:

      Code: abpm.services.chatbot.adeptiaai.enable = true abpm.services.chatbot.adeptiaai.endpoint = https://ai.adeptia.com/v1.0 abpm.services.chatbot.adeptiaai.oauth.clientid = f3f7e482-0b5a-41f6-aa6b-4b44494be419 abpm.services.chatbot.adeptiaai.oauth.clientsecret = wM48Q~IE-hOKMahzZ7QjoROdOkSumNwQoPOmmaRb abpm.services.chatbot.adeptiaai.oauth.scope = api://f4e48d6e-8d68-460c-9314-d78c0eeafc75/.default abpm.services.chatbot.adeptiaai.oauth.tokenurl = https://login.microsoftonline.com/45549897-61ee-4cfa-b596-04ca9df5c105/oauth2/v2.0/token abpm.services.chatbot.adeptiaai.tagname = ProductDocumentation

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  1. Enable Adeptia Knowledge Base:

    • Create a database in Milvus with a name starting with an underscore (_) and replacing dashes (-) with underscores (_).

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  2. Create Customer App Registration:

    • Create certification and secrets for Adeptia configuration.

    • Add client ID in the app registration.

    • Add settings in the knowledge base to enable the knowledge base.

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By following these instructions, you will successfully install and configure the AC4 system, enabling comprehensive customer onboarding and ensuring all necessary features and services are operational.

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Title

Link

AC 4.x Installation Guide

AC Cloud Customer Onboarding Process

https://docs.google.com/document/d/1ylGcXPbpJGLcjcCXCw_AxrBcfUM8kkrxsJ_-jR-uOvY/edit#heading=h.308op1oi29s7

https://docs.google.com/presentation/d/1Rrl9Clv2j_792NRZB3DcAohM8Z5AVhhgMFF69voyDIg/edit#slide=id.g2218bf489f3_0_310