--- title: "MSP Onboarding" canonical: "https://docs.perspectium.com/space/Iodine/1704831/MSP%20Onboarding" format: markdown --- Typically, as a Managed Service Provider (MSP), onboarding your customer for a service integration will take weeks to complete. With the MSP Onboarding Automation feature, the integration process is automated, lessening the time to onboard your customers.  See how easy onboarding your customers can be by following the instructions below! NOTE : With the installation of the MSP Onboarding Automation feature, the following two custom tables will be installed: u_psp_msp_customer u_psp_msp_customer_endpoint Installation There are two main update sets used for the MSP Onboarding feature. One is for the MSP instance while the other is installed onto the customer instance.  Instructions for MSP Instance: Instructions for Customer Instance: If domain separation is required, make sure to install the Service Catalog - Domain Separation plugin. For more information, click here . ↑ Go to top of page Getting Started Setup Provisioned User Before creating a new customer, you must first set up a provisioning user. A provision user will have the correct credentials and privileges to create new customer shared and subscribe queues. You will only need to do this process once. The provision user credentials are provided by Perspectium Support . Navigate to Perspectium > Control and Configuration > Properties . Click on MSP Onboarding Settings . Once on the MSP Onboarding Settings page, fill in the provision user’s username and password. NOTE : The provisioning user’s username and password is different from the Perspectium Integration Mesh username and password. Click  Save . You will now be able to automatically create a new queue user each time a new customer is onboarding.  Creating a New Customer To start onboarding a new customer: ↑ Go to top of page Configure Existing Customers View Customer Configuration  This section allows you, the MSP user, to view the configurations of your existing customers.  Go to Perspectium MSP > Customers > Configurations. In the Select Customer dropdown, click on the customer record you would like to view and click View Record . On the customer record form, you can view the fields associated with the select customer, as well as the process this customer has. Modifications can be made to any reference field from here. ↑ Go to top of page Edit Queue Credentials This section allows you, the MSP user, to edit the configurations of your existing customers.  Go to Perspectium MSP > Customers > Configurations. In the Select Customer dropdown, click on the customer record you would like to edit and click Edit Credentials Make any necessary changes on the following fields:  Click Save . Allow the application  some time to save the changes. ↑ Go to top of page Add an Additional Process This section allows you, the MSP user, to v iew existing process(es) for a given customer as well as add additional process(es). The following tables are supported when adding a new process for a customer: Catalog Task Change Request Incident Knowledge Problem Request Requested Item Task User Go to Perspectium MSP > Customers > Configurations. In the Select Customer dropdown, click on the customer record you would like to edit and click Add Process Click Add New Process to open a new section. Select the process type you would like to create. Similar to the guided wizard, you will be able to select from a list of existing table and transform maps. If you would like to add any additional templates, the Manage Template option is available as well. Click Save . ↑ Go to top of page Setup Customer This section allows you, the MSP user, to setup a customer to integrate an ITSM process with. Go to Perspectium MSP > Customers > Configurations. In the Select Customer dropdown, click on the customer record you would like to setup and click Setup Customer . Select an ITSM process you want to integrate with your customer with in the Process Type field. If you want to share all of the configurations, select All . Select shared queue that you would like to use to share out the configurations in the  Shared Queue  field. Click Submit . You will see a message saying “Scheduled job to send out configuration messages”. In the Outbound Message table, messages with topic config and type msp are being created and sent out. ↑ Go to top of page Retrieve Customer Configurations Once you finished the steps for Setup Customer , you can then go on to your customer’s instance to set up a subscribed queue to retrieve the configurations.  Before you begin, make note what queue you used to share out the configurations, as well as the queue username, queue password, and encryption key. Go to Perspectium > Perspectium Core > Subscribed Queues Click on New and fill in the Queue name , Queue username , Queue password , and Encryption key . This should match the queue you used to share out the configurations.  Check the  Active box.  Click Submit and the configurations would start being retrieved and created on to the instance. Verify the configurations are created and make any changes necessary for your workflow. ↑ Go to top of page Uninstalling In the case where you no longer wish to have the Perspectium MSP Onboarding installed on your instance here are some steps to completely remove the feature: Navigate to Perspectium MSP > Uninstall MSP Click Confirm . NOTE: Clicking the Confirm button will remove ALL existing customer related records and all configurations related to the customers. This cannot be undone. ↑ Go to top of page