Getting Started
Welcome to Level! This guide will help you get started by adding your first devices, organizing your account, and setting up essential tags for managing your IT environment efficiently.
When you first log in, you’ll see an empty account dashboard, as shown below. Don’t worry—this is where you’ll start adding your devices.
Adding Your First Few Devices
To begin managing your devices, you'll need to install the Level Agent on each one. The agent enables monitoring, patching, and other management tasks. Follow the steps below to add your first devices:
Install the Agent
Below is the one-liner install command you'll use to quickly deploy the agent on your devices. Simply copy and paste this command into your terminal or command prompt.
Verify Installation
Once the agent is installed, it should automatically register with your account. You can verify this by checking the device list in your dashboard.
Troubleshooting
If you encounter any issues during the installation process, please consult our Support Documentation or reach out to our support team at [email protected].
Organizing Your Account
MSP Recommendations
For Managed Service Providers (MSPs), we recommend organizing your account by client/customer. You can then create sub-groups for each of the clients' locations. This allows you to apply specific policies and monitoring rules tailored to each client's needs.
Internal IT
If you are managing an internal IT environment, consider structuring your account based on departments or locations. This approach makes it easier to manage devices according to their operational context.
Creating Tags
Tags are essential for categorizing and managing your devices. They help you define which policies (such as monitoring, automations, and patching) are applied to specific devices.
Default Tags
To get you started, we’ve created default tags like "Workstation" and "Server". These tags are automatically assigned based on the device type through an Automation. You can always edit that default Automation.
Custom Tags
You can create custom tags to describe what a device is (e.g., "production", "server", "windows"). This flexibility allows you to tailor your management approach to fit your specific needs.
Tagging Best Practices
When creating tags, it's essential to establish a consistent naming convention that makes it easy to identify and group devices. Below is an image of the tagging section, illustrating how tags can be set up and applied:
Here are some best practices to follow:
Be Descriptive: Use tags that clearly describe the role or characteristics of the device. This makes it easier to understand the device's purpose at a glance.
Use Standardized Terms: Stick to a standard set of terms (e.g., "Production", "Test", "Backup") to avoid confusion and ensure consistency across your devices.
Avoid Redundancy: Don’t create multiple tags that mean the same thing. For example, use either "Windows" or "Win", but not both, to keep your tagging system clean and efficient.
For a detailed guide on tagging, please see our Tagging Section.