Checklist to Set Up Automic SaaS- New Customers

This list outlines all the activities necessary to set up Automic SaaS. For a more detailed list with links to topics that describe those activities in detail, see Getting Started with Automic SaaS for Administrators - New Customers.

You have received Broadcom's Welcome to Automic SaaS email containing important links and credentials. You will need them to set up your system.

Submit a support ticket with Broadcom where you share with us your IP addresses. You will be able to access your environments as soon as Broadcom has whitelisted your IP addresses.
Click the Automic Web Interface (AWI) link provided in the Welcome email. This opens AWI, which is the user interface that gives you access to all the program areas and functions that you need.
Log in to Client 0 using the name and password provided in the welcome email.
Change the password.
Install and configure your first Agent.
Assign the Agent to Client 100.
Log in to Client 100 using the link provided in the Welcome email. Use the credentials in the email for your first login. You will be prompted to change the password.
Create a test Job hat uses the Agent that you have just created. Let's assume that you have downloaded and configured a UNIX Agent. In this case, create a UNIX Job.
Execute the Job and verify that it has executed correctly.
Copy the REST API URL provided in the Welcome to Automic SaaS email in your browser and verify that the endpoint is accessible.
Verify that the FTP endpoint provided in the Welcome email is accessible.
Create the Clients you need, either using the REST API or through the Automic Web Interface.
Create Users, either using the REST API or through the Automic Web Interface.
Download and configure the Agents that you need and assign them to Clients.
Create object templates.
Access the FTP server and download your execution data and reports regularly.