Welcome to LogicMonitor: Your Professional Services Onboarding Journey Starts Here
Welcome to the LogicMonitor Community! We’re excited to have you with us. Your Professional Services (PS) engagement is designed to provide a tailored, efficient onboarding experience that empowers your team with deep visibility and actionable insights from day one. To ensure a smooth and timely project launch, please complete the critical preparation steps outlined below before your kickoff call. These items are essential for aligning with your assigned LogicMonitor team and avoiding delays. This page is ONLY for customers who have purchased PS to support their LogicMonitor implementation. Not sure if you’ve purchased PS? Reach out to your Account Executive and they will help you out! Why This Prep Work Matters Your kickoff meeting can’t be scheduled until the following steps are completed. This information enables us to better understand your environment and goals—so we can deliver a streamlined, impactful implementation. What You Need to Do Now Please complete the following: Complete the Implementation Readiness Training There are 9 short implementation training modules for you to complete to prepare your team for a successful onboarding experience. These will take no longer than a few hours total to complete! Complete the Discovery Questionnaire Make a copy of the Google Doc and provide detailed answers about your environment and goals. Fill Out the “Devices” Tab of the Device Inventory Template Make a copy of the Google Sheet and populate the second tab with all relevant devices. This informs your Grouping Structure, Collector estimates, device importation, and property assignments—each critical to how LogicMonitor operates in your environment. Once all three steps are complete, email your completed Automation Workbook and Discovery Questionnaire to ps_questions@logicmonitor.com. Include your company name, full name, and role so we can match your documentation to your PS project. What Happens Next? After we receive your materials, your assigned PS team will reach out to schedule your kickoff call. During that call, we will: Align on your goals and success criteria Review your submitted documentation Outline your implementation roadmap Additional Resources Explore these key resources to help you and your team get the most out of LogicMonitor: LogicMonitor Academy On-demand training to upskill your team across a variety of LogicMonitor topics and capabilities. LogicMonitor Support Access help articles, troubleshooting tips, and best practices from our Support Center. Release Notes Stay informed about new features, updates, and enhancements to the LogicMonitor platform. LogicMonitor Community Join discussions with peers, find implementation tips, and share feedback with LogicMonitor users and experts. We’re Here to Help Questions? Reach out anytime at ps_questions@logicmonitor.com. We’re here to support you every step of the way. We’re proud to be your partner in driving operational visibility and efficiency. Let’s get started!
Welcome Guide - *For New LogicMonitor Customers*
Welcome to the LogicMonitor family! All of us here at LogicMonitor are excited to work with you. Below, you will find key information to help simplify the setup process and maximize your experience using LogicMonitor. Happy Onboarding! Requirements for onboarding Please review and complete these requirements prior to starting your implementation: Compile your inventories (This includes but is not limited to device and preparation of your cloud environment if you will be monitoring your cloud.) Mapping & Group Set up Obtain device credentials Plan & provision dedicated Collectors Begin collecting dashboard & reporting requirements If you get stuck, we have a ton of free learning modules in LM Academy! Security best practices At LogicMonitor, your security is our priority. During your onboarding, we will review our Security Best Practices to promote adherence and risk mitigation. There, you will also find advice on setting up security controls for your LM Envision portal and for your collectors. Additionally, you will find articles on how to configure SSO, MSO, Two-Factor Authentication, and much more! Technical support LogicMonitor is committed to offering the best service to our customers which not only includes our continual platform updates but our world-class support. Our standard Support team is available 24/7 and is the first stop for all product-centric questions before, during and after your implementation. Here is more information on contacting our support team. Implementation Training Understanding LM fundamentals and LM-specific language is critical to your success. Access your highly recommended Implementation Readiness Training in your LM portal. The training icon is located in the top right of your screen. Click the training icon to navigate to LM Academy. Once you create your LM Academy account, you can access our implementation training materials by clicking the View Onboarding Training button on the LM Academy homepage. Additional training opportunities Access online courses and videos by selecting the training icon in the top right portion of your LM screen (follow the steps to access training outlined above). Want more? Attend our live training events to hear from LM experts. Register for our live trainings to watch live demonstrations and participate in Q&As with other industry leaders. Certifications (paid) LogicMonitor offers a certification program for users who want to formalize their LogicMonitor credentials. LogicMonitor Certified Associate (LMCA): The LMCA is an introductory certification program for new LM Envision users, certifying their foundational product knowledge. This program presents LM Envision from a conceptual and practical point of view. To help you prepare for the LMCA Exam, LogicMonitor offers a complimentary prep course to teach you all you need to know to get your LMCA certification. We encourage all users to obtain their LMCA certification during onboarding. LogicMonitor Certified Professional (LMCP): The LMCP certification program builds upon your foundational knowledge and is intended for LM Envision admins and advanced users. LogicMonitor offers a complimentary prep course to help you pass the LMCP Exam and obtain your certification. We recommend this program to all users working in an administrative role so they can learn to maintain their LM Envision environment most effectively. You can purchase the LMCA and LMCP exams directly in LM Academy. Training a team? Reach out to your CSM to inquire about certification bundles. Customer success You are equipped with a strong Customer Success team behind you that is ready to help and guide you along the way for best practices, portal health, or anything else you may need in order to ensure success for your team! If you need to be directed to your CSM, reach out to our technical support team or your Account Executive. Product updates and release notes With LogicMonitor, you always have access to new features as soon as they’re released. Subscribe to our release notes to stay updated on the latest features from LogicMonitor. (Note: these pertain to both platform and collector updates). Still have questions as you kick off your implementation? Drop a reply in this thread or start your own discussion on the Community to connect with other customers or our internal LM Experts!Requirements for onboarding
Successful LogicMonitor implementations have these common traits: qualified & trained LM admins (i.e. power users), understanding of internal requirements, existing tool knowledge, and, above all, an awareness of dependencies that affect implementation velocity. Early awareness and completion of these dependency fulfillments will accelerate your LogicMonitor implementation and speed up time-to-value for your organization. Be sure to review this list and bring any questions to your Project Delivery team. Compile Inventories Device inventory Gather a full list of devices (IP addresses or DNS names) for import If you can’t obtain this, gather the subnets where your devices reside in order to build a NetScan policy Cloud accounts If you plan to monitor cloud environments, configure roles, permissions, and credentials for your AWS, Azure, or GCP instance Plan your groups carefully Before importing devices or websites, map a device group and website group structure for your Resources tree (static or dynamic) Confirm import approach: NetScan CSV or subnet policy Netscan CSVs make it easier to apply device-level properties and auto-populate your dynamic groups Confirm the device group approach: Grouping structures Obtain device credentials Gather current, accurate credentials for any device you plan to import & monitor Obtain SNMP (v2c or v3), WMI, NetApp, ESX, and other credentials - extracted from existing tools or gathered from your domain experts Review common credentials to understand what is supported in LogicMonitor and how to configure devices appropriately Credentials can be applied as group-level properties so they can be appropriately inherited by sub-devices and sub-groups Plan and provision dedicated Collectors Deploy a Medium collector on a virtual or physical host in your environment Ensure communication on TCP port 443 Ensure Collectors have network access to your devices If you have a secured internal network, consult your security team to allow the Collector to monitor devices on appropriate TCP/UDP ports Partially or fully blocked ports will result in extra time required to resolve dead devices and troubleshoot missing data Begin collecting dashboard and reporting requirements Before allowing stakeholders to view dashboards and reports from LogicMonitor, you will need to identify: Who is the audience that will view monitoring information? What type of information do they need to view? How detailed should the information be for the audience?Helpful LogicMonitor links to bookmark
There is a lot to learn as you onboard LogicMonitor, or if you are just new to working with this tool. To help you settle in and not miss critical updates - be sure to take a look at, and bookmark these key links: Release Notes - don’t forget to subscribe for updates! LM Blog Technical Support Status Page LM Academy5 Key Milestones of Onboarding LM
Milestones and resources to help support your onboarding of the LogicMonitor platform. Milestone 1: Get familiar with your resources LM Community: If you are seeing this post then you are already in the right place! The Community is a fantastic resource to connect with other customers, ask questions or just learn more about the platform you are onboarding. LM Academy: Your home base for learning! Academy houses many trainings from very basic to more advanced topics, both on demand and live. This is also home to the LMCA and LMCP certification programs. (Academy can also be access from your LM Portal by clicking “Training” in the upper right hand corner) Technical Support: Running into an issue as you setup your platform? Reach out to our technical support team and they will work with you to resolve any issue. (Support can also be reached from your LM Portal by clicking “Support” in the upper right hand corner) Product Documentation: This is available to you at any time on the web, or by clicking “Support” within your portal to find relevant articles focused on the part of the platform you are navigating through. Milestone 2: Deploy Collectors Start with the basics of deploying your collectors Don’t forget best practices like setting up failover collectors or auto-balanced collector groups Set up escalation chains to specify which people, or groups of people, should be notified for which alert groups or if a Collector fails. This also allows you to identify how they should be notified; email, call, text or through ticketing integrations Looking for a more guided training? Check out this on demand training focused on collectors Milestone 3: Add Devices Now that your collectors are deployed, it’s time to add in your devices Make sure to consider the best grouping structure for your devices to make management significantly easier and save you time when configuring alert thresholds, dashboards, reports, alert routing, and device properties Looking for more guided training? Here are on demand courses for adding devices and designing group structure Milestone 4: Tune Alerts Start with basic alert tuning on your static thresholds Manage alerts from the Alerts Page within your portal Keep an eye on your overall alert volume - if it gets too high this means you need to do more tuning. Check out the Alerts Frequency Report to target the resources that are creating the most amount of noise Check-in on alert severity as well to make sure only the right people are getting the right alerts at the right time Don’t forget to setup a weekly report for warning alerts to ensure you are not missing anything Milestone 5: Dashboards Dashboards give you quick, at-a-glance insight into the performance of your infrastructure There are many options to pick from within your portal, but be sure to check out these common dashboards that other LM users have found most helpful, or take a look at the full list of stock dashboards in GitHub Need to keep a closer eye on your LM Portal to ensure you don’t go over your license limit? Make sure to deploy the Portal Metrics package! Looking for more guided training? Take a look at these on demand courses on introduction to dashboards and configuring and managing dashboards Now you’ve got the basics of onboarding complete. Make sure to explore the rest of the LM Community to continue learning more!New LogicMonitor Admin? Start Here!
If you are new to working with LogicMonitor - this is the thread for you. We’ve compiled a list of helpful training resources to get you started on your path to become a LogicMonitor expert! The Basics: New to LM? Start here with the LogicMonitor Certified Associate (LMCA) program. NOTE: course content is free in the training portal but access to certification exams does come at a cost and can be purchased in the portal. *MSP Partners: Please access the LMCA certification for no cost through logicmonitor.allbound.com* Estimated Prep Time: 3-4 hours Other basic courses: Getting Started Install, Configure and Manage Collectors Best Practices for Group Structure Getting Started with LogicModules Alerts and Alert Routing Best Practices for Alert Tuning Introduction to Datasources Building and Managing Dashboards Properties and PropertySources Advanced Training Familiar with LM? Try our advanced certification program. LogicMonitor Certified Professional We recommend this course for users of LM who have completed the LMCA and have extensive experience with the product. Training content is free but certification exams must be purchased. *MSP Partners: Please access the LMCP certification at no cost through logicmonitor.allbound.com* Estimated Prep Time: 6-8 hours Other Intermediate & Advanced Courses: Configuring Dynamic Thresholds Understanding Topology Mapping Using Groovy in LogicMonitor AppliesTo Scripting LM Cloud Monitoring Device Configuration Files LM Service Insights LM Logs Ongoing Learning LogicMonitor offers webinars designed for all users. Each session focuses on a different key area of the product or provides an open-format Q&A session. Click here to register for any future webinars. You can view recordings of past webinars within the training portal. You can access our training through your LogicMonitor portal in the upper right-hand corner. Additional Resources: Product Discussions LogicBlog LM Academy
