Onboarding

Step 1 - Sensor Installation

TIP: Please mark Perch as a ‘preferred sender’ to ensure our communications avoid your Spam/Junk Folder and stay in your Inbox.

It all starts with your sensor. Start by familiarizing yourself with your sensor (or sensors) by visiting our sensor page.

If you have attempted a self-install you must notify Perch so we can verify we’re receiving required traffic.

Once your order has processed, you will receive an email that your sensor has shipped with a link to schedule your installation. If you do not see an appointment that works for your schedule, please reach out to help@perchsecurity.com

Prior to your install date, we suggest looking around perch.help. Specifically, we recommend taking a glance at our Sensor Scoping Document to get you prepared.

To get started, create an account at https://app.perchsecurity.com/login. (This can be done prior to receiving a sensor.)

TIP: If you are an MSP it’s very important to select “I am managing other Organizations.” This will allow your account to easily add new Organizations under your MSP umbrella.

Pre-install questions

  • Is this sensor for your organization or a client?
    • If for a client, pass along sensor naming convention.
  • Will you be on location installing the device?
  • Do we need to include anyone else on the installation? – This is done via Calendly.
  • Have you met the criteria for installation? (Mirror/Span)
  • If you’ve attempted a self-install it’s important that you let us know, email help@perchsecurity.com.
  • Do you feel self-sufficient with installs and no longer need our help moving forward? If so, let us know and we’ll note your all-star status.

Who will be on the call?

Customer Success team, System Specialist, and you.

Call Itinerary

  • Introductions
  • Create new Perch Account
  • Generate Sensor Invite Code
  • Sensor Registration
  • Sensor Health explanation
  • Update Sensor Software
  • SIEM Installation (if applicable)
  • Mirror/Span Configuration verification
  • Demonstrate Perchybana queries
  • Application walkthrough post login
  • Self-onboarding duties
  • Settings walkthrough
  • The Dashboard
  • Visualizations
  • Open Q&A
  • Next Steps – SOC Onboarding

Frequently Asked Questions

Q: I’m locked out of my account. What should I do?
A: Wait 30 minutes and your account will unlock itself. If you are still locked out after this timeframe, please reach out to help@perchsecurity.com.

Q: Is there anything I need to do before our installation date?
A: You can visit perch.help. Here you will find the requirements and help for self-installation.

Q: What if I received a message to contact Sales for the OVA?
A: No need to contact Sales. Follow the links to download the latest image:

Q: What communities do you suggest we join?
A: Hail-a-Taxii (good open source feeds), DHS AIS (federal government intel), Emerging Threats (wide coverage), Cisco Talos (highly actionable). Instructions on how to join Cisco Talos can be found here.

Q: How do I get my sensor invite code?
A: From within the Perch App starting at the left nav bar select Settings > Network > expand Sensor Installation Codes > hit the purple (+) on the right side finally, hit Confirm before using the code (that will lock in the code for that organization).

Q: I received a Sensor Down notification. What should I do?
A: Start off by restarting the sensor. Updates may require a reboot.

Q: I have self-installed my sensor. How do I enable SIEM on my sensor?
A: You’ll need to book an appointment with our System Specialist. This cannot be done without our help.

Q: How do I add Account Admins?
A: Log into your account. In the left nav bar expand Settings > General > and on the right side scroll down and expand Users. Here you will see a purple plus sign (+) on the right side. Clicking that (+) will allow you to type in the email address of a user you would like to add to your organization. When any new user creates an account, they will be listed as a Member with read-only access. To expand their permissions, login and in the Role column change Member to Admin.

Q: Do you support Azure or AWS?
A: Yes, we do. Contact Sales or your CSM for more information.

Need help?

Schedule an appointment with our System Specialist.

TIP: It’s important to fill out scheduling forms to its entirety for our team to prepare.

If you have attempted a self-install you must notify Perch so we can verify we’re receiving required traffic.