Onboarding New Customers

CourtneyB
Meraki Alumni (Retired)

New customer onboarding consists of the following steps:

  1. Creating the Organization
  2. Creating Networks
  3. Adding customer access
  4. Adding Meraki devices and Licenses
  5. Configuring the networks

For each step, it is important to define a process that suits the needs of your organization and is repeatable, standardized and scalable.  

 

Creating the Source Organization

It is recommended that a reference organization being created that has the following:

 

  • Dashboard organization administrators
  • Organization administrators created through SAML
  • Configuration templates
  • Settings previously enabled by Meraki Support
  • Dashboard branding policies
  • Splash page themes
  • Datacenter location (North America, South America, Europe, Asia)
    • Also applies to cloning an organization via API

 

Please note that licensing and devices will not be moved over as part of the clone. Other than the items listed above, the new org will be a blank slate with its own license keys and device configurations.

 

 

Next: Dashboard LIcensing

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