---
title: New customer checklists
slug: epmm/on-premise/installation-guide/new-customer-checklists
createdAt: 2026-10-06T07:51:53.849Z
---
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](docId\:ZWZo0UlHNXTQszHA02wx2) 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](docId\:ZWZo0UlHNXTQszHA02wx2)
- [Email infrastructure environment](docId\:ZWZo0UlHNXTQszHA02wx2)
- [Employees and devices](docId\:ZWZo0UlHNXTQszHA02wx2)
- [Ivanti EPMM product functionality](docId\:ZWZo0UlHNXTQszHA02wx2)
- [Ivanti EPMM application and control](docId\:ZWZo0UlHNXTQszHA02wx2)
## 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? | |