New customer checklists

7 min

New customer checklist can be used as a guideline for deploying your Ivanti EPMM system. New customers receive the following checklists and are reproduced here for your convenience:

Use Customer contact details to provide contact information for employees who will be involved in the engagement.

Complete these forms to allow Ivanti, Inc and their partners to adequately size and scope your deployment environment for Ivanti EPMM and Sentry:

Technical/network environment

Email infrastructure environment

Employees and devices

Ivanti EPMM product functionality

Ivanti EPMM application and control

Customer contact details

Table: Customer contact details

Role	Contact Information
Primary customer contact (Project Manager)	Name:
	Telephone:
	Email:
	Location:
Primary technical contact (Ivanti EPMM administrator)	Name:
	Telephone:
	Email:
	Location:
Primary security contact	Name:
	Telephone:
	Email:
	Location:
Primary networking/firewall team contact	Name:
	Telephone:
	Email:
	Location:
Primary application team contact	Name:
	Telephone:
	Email:
	Location:
Other technical contact(s)	Name:
	Telephone:
	Email:
	Location:
Executive sponsor	Name:
	Telephone:
	Email:
	Location:

Technical/network environment

Table: Technical/network environment details

Item	Question	Response
1	Will you be deploying physical hardware or virtual appliances?
2	Is this a fresh install, or a re-use of a POC environment or system previously installed?
3	What type of load balancing and/or redundancy requirements do you have for your Ivanti EPMM platform?
4	Do you have any special network requirements around your DMZ environment with regard to firmware rules, communication protocols, or integration restrictions?
5	What is your Active Directory/LDAP environment? Is it accessible from the DMZ for user authentication?
6	Are you using a single, multiple, or federated domain?
7	Do you have an internal or hosted certificate infrastructure, and if so, which one (i.e. Microsoft with SCEP/NDES, Synmantec Web Services, OpenTrust)?

Email infrastructure environment

Table: Email infrastructure environment Details

Item	Question	Response
1	What type of email system do you use (i.e. Exchange, Office 365, Google Mail)?
2	Is the email infrastructure distributed and/or have redundancy?
3	How many unique domains do you support that are in scope for this engagement?
4	Do you plan on using email attachment control?
5	Do you plan on using Kerberos Authentication?

Employees and devices

Table: Employees and devices details

Item	Question	Response
1	How many total employees do you have?
2	How many total devices are in scope for this current engagement?
3	Do you plan to support employee-owned devices, corporate-owned devices, or both?
4	How many devices do you plan to have under Ivanti EPMM management within 6 months?
5	How many devices do you plan to have under Ivanti EPMM management within 6 months?
6	Estimate the devices in the deployment scope by OS type and by geographic region (see worksheet, below).

Device Type	Region	Android	iOS	Windows Phone	Windows 10	OSX	Other
Employee and Corporate Owned Devices	North America
	Europe
	APJ

Ivanti EPMM product functionality

Table: Ivanti EPMM Product functionality details

Item	Question	Response
1	What are the top 3 business objectives you would like to address with Ivanti EPMM?
2	What type of device registration and provisioning do you plan to implement (i.e self-registration, by invitation)?
3	What Ivanti EPMM platform products are in the current scope for the project deployment (i.e. Ivanti Web@Work, Ivanti Docs@Work, Ivanti AppConnect, Ivanti Tunnel)?
4	What Ivanti EPMM platform products are going to be used long term (i.e. Ivanti Web@Work, Ivanti Docs@Work, Ivanti AppConnect, Ivanti Tunnel)?
5	Do you intend to deploy Wi-Fi or VPN configurations?
6	Do you intend to use shared devices or kiosk devices?

Ivanti EPMM application and control

Table: Ivanti EPMM application and control information

Item	Question	Response
1	Do you intend to deploy and manage apps?
2	Will you be developing internally-developed apps?
3	Will you deploy an Ivanti AppConnect-enabled app (internally developed) or Ivanti AppConnect Partner apps?
4	Will you be leveraging Apple's DEP Program?