Onboarding Guide Introduction
The onboarding guide is a document for platform service hosting providers. It was created with the purpose of describing the workflow of the configuration processes needed after the initial platform installation.
Complete activities from the following three categories to prepare your platform for commercial use:
After completing all the tasks, contact your onboarding manager for final benchmarking and configuration by our engineers before going to production.
Technical Configuration
General technical activities to ensure the operability of the platform’s core functionalities.
| Activity | Requirement | Description |
|---|---|---|
| SMTP | mandatory | Configure the SMTP mailing server to send all the platform emails (account management, environment lifecycle, etc.). |
| External IPs | optional | Add an external IP range that can be used by your platform’s end customers. |
| Docker Account | mandatory | Assign a paid Docker Hub account for an extended number of image pulls (required to create containers). |
| Uploader Access | mandatory | Create mount points to access the Uploader infrastructure component, which allows end users to upload files to the platform. |
| Monitoring | optional | Set up monitoring for real-time platform state tracking. It will help with data analysis, quick problem discovery, and faster resolution. |
| Backuper | optional | Connect external backup storage to enable container backup and restore functionality. |
Platform Customization
Personalize the platform to represent your specific company and business.
| Activity | Requirement | Description |
|---|---|---|
| Platform Branding | mandatory | Set your company branding for the platform by providing custom logos and links. |
| Google Analytics | optional | Configure Google Analytics for platform data monitoring and user activity tracking. |
| Account Protection | optional | Enable additional security methods to enhance account protection (2FA, SMS activation, etc.). |
| Emails | optional | Review emails in case you want to customize content or provide localization. |
Billing Integration
The platform’s internal billing is responsible for tracking only. In order to monetize the PaaS, you need to connect an external billing system that will handle all the real money operations.
| Activity | Requirement | Description |
|---|---|---|
| Currency | mandatory | Choose the main currency to be used on the platform. Any other currency will be automatically converted to the main one based on the actual rates. |
| Pricing | mandatory | Configure pricing model and tariffs for charging resources (storage, RAM, CPU) and options (public IPs, licenses). |
| External Billing | mandatory | Configure integration with an external billing system to handle billing operations on the platform. |
| SSO | optional | Configure single sign-on from the user dashboard to the billing portal (for a quick connection without additional authentication). |
