Onboarding Checklist for Security Teams

Use this checklist to coordinate a SeqOps rollout across cloud environments and servers. Work through each section in order and tick items off as you go.

1. Plan

• •Confirm your plan has enough cloud environments, server agents, and team seats. See Choosing Your Plan.
• •List every AWS account, Azure subscription, and GCP project to connect. Each one counts as one cloud environment.
• •List every Windows and Linux server to monitor. Each one uses one server agent slot.
• •Identify who has administrator access to each cloud environment and server.

2. Secure the Account

• •Enable multi-factor authentication for yourself. See Enabling Multi-Factor Authentication.
• •Invite teammates with named individual accounts and the right role. See Inviting Teammates and Understanding Roles.
• •Ask every invited user to enrol in multi-factor authentication.

3. Connect Cloud Environments

• •Create the read-only access for each provider. See Minimum Permissions Required for Cloud Connect.
• •For GCP projects, enable the Cloud Resource Manager API and Compute Engine API.
• •For Azure, record the client secret's expiry date so it can be renewed before it lapses.
• •Enter the values in SeqOps, click Test Credentials, then Save Details.

4. Install Server Agents

• •Open outbound HTTPS access for each server. See Running the Agent Behind a Proxy or Firewall.
• •Register each server in Server → Activation shortly before installing — each credential set is valid for roughly 7 days and works once.
• •Download the agent package right before installing — the download link expires after about 3 minutes.
• •Install the agent and run the provisioning helper. See the SeqOps Agent Installation Guide.
• •Confirm the agent services are running on each server.

5. Verify

• •Wait 6–24 hours for the first results.
• •Check each cloud environment and server against Verifying Your First Successful Scan.

6. Operate

• •Set up notifications, and make sure they reach more than one person. See SeqOps Notification Configuration.
• •Connect Slack, Jira, ServiceNow, or Teams if your team works there. See Connecting Slack, Jira, ServiceNow & Teams.
• •Review usage against your plan limits. See Capacity Limits & Grace Periods.

Need Help?

If any step blocks your rollout, contact support@seqops.io or use the Contact Us page.