📘 Product Documentation

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🏠 Main Help Center | 🔗 Accessing Articles | 🔗 Product Tours | 📖 Reference Collection

🚀 1. Platform Setup & Foundation

1.1 Getting Started & Initial Configuration

Core Account Setup

Activating Your Lumos Account - Initial setup and configuration walkthrough
Source of Truth - Configuring your authoritative data sources
Importing User Sources - Setting up employee data integration
Importing Manager Data - Establishing organizational hierarchy
Importing Team Data - Department and team structure setup
Importing Title Data - Job role and title configuration
Branding Your Lumos Tenant - Customizing platform appearance
Lumos Roles - Understanding platform permissions and access levels

1.2 Core System Integrations

Identity Provider (IdP) Connections

Connecting Okta - Primary IdP integration with advanced features
Okta Capabilities - Complete feature overview and configuration
Connecting Google Workspace - Google-based identity management
Google Workspace Capabilities - Feature overview and setup
Connecting Microsoft Office365 - Microsoft ecosystem integration
Office365 Capabilities - Microsoft integration features
Connecting OneLogin - OneLogin IdP setup
Connecting JumpCloud - JumpCloud identity platform
Connecting Active Directory - On-premises directory integration

Communication & Notification Platforms

Connecting Slack - Primary communication and workflow automation
Slack Capabilities - Integration features and setup
Notification Settings - Configuring alerts and communication preferences
AppStore Notifications - Automated reminder configuration

🔍 2. Discovery & Inventory Management

2.1 Application Discovery & SaaS Inventory

Discovery Methods & Sources

App Source Reference - Understanding how Lumos discovers applications
How Lumos Syncs Your Integrations - Automated discovery processes
What's the difference between an App and an Integration? - Platform concepts
Lumos Integration Hub Launch - Platform expansion and capabilities

App Management & Organization

App Status Reference - Understanding application states and classifications
Interpreting Apps - Making sense of discovered applications
Editing App Info - Maintaining accurate application data
Assigned and Shadow IT Users - User-app relationship management
Frequently Used App Filters - Efficient app navigation and analysis
How-To: Merge Apps - Application consolidation
Merging Lumos Apps - Duplicate application handling

2.2 Vendor & License Management

Contract & Vendor Oversight

Vendor Management - Complete vendor management suite
How-To: Add a Vendor Agreement - Managing supplier contracts
How-To: Set Up Renewal Reminders - Proactive contract management
How-To: Set Up License Limit Alerts - Preventing over-licensing
How to: Right-Size Contracts using License Usage Data - Optimization strategies
How-To: Set up Custom Vendor Agreement Fields - Tailored contract tracking
Understanding and Managing Spend in Lumos - Financial oversight and analysis

🛡️ 3. Access Governance & Identity Lifecycle

3.1 Identity Lifecycle Management

User Onboarding & Provisioning

How-To: Create an Access Policy in Lumos - Automated access policies
How-To: Trigger an Onboarding in Lumos - New hire access provisioning
Lifecycle Management Settings - Automated lifecycle controls
New Hire Onboarding - Streamlined employee setup

User Offboarding & Deprovisioning

Offboarding Employees in Lumos - Comprehensive access removal
Offboarding Workflows - Automated access revocation
Managing Lumos Members (Users) - User administration

3.2 Self-Service Access Management (AppStore)

AppStore Core Functionality

What is the AppStore? - Platform introduction and concepts
Adding Apps To Your AppStore - Building your application catalog
AppStore Configuration Settings - Advanced customization options
How to Request Access to Apps - End-user access request process
Requesting Apps via Slack - Streamlined request workflows

Access Request Processing

Approving Access Requests - Management approval workflows
Confirming Provisioning For Access Requests - Access fulfillment
Setting Up Pre-Approvals - Automated approval rules
Setting Up Permission-Based Approvals - Granular approval controls
Setting Up Time-Based Access - Temporary access management
How to Request Apps on Behalf of Others - Delegated request management

Advanced AppStore Features

Adding Custom Permissions - Tailored permission structures
Enabling Custom Requests - Flexible request handling
Setting Default AppStore Permissions - Baseline access configurations
Adding Multiple App Instances - Multi-environment management

3.3 Access Reviews & Certification

Access Review Foundation

Using Lumos for Access Reviews - Review process overview
Creating a New Access Review - Setting up certification campaigns
Access Review Roles - Understanding responsibilities and permissions
Choosing Access Review Apps - Scoping review coverage

Review Configuration & Management

Choosing Account or Permission Access Reviews - Review type selection
Editing Access Review App Settings - Customizing review parameters
Setting Reviewable Permissions - Defining review scope
Scoping Your Access Review - Targeting specific populations
Scheduling an Access Review - Automated review cycles
Duplicating an Access Review - Reusing previous configurations

Review Execution & Completion

Assigning Reviewers and Launching Your Access Review - Review distribution
Reviewing User Access In Lumos - Reviewer guidance and best practices
Access Review Reference - Compliance documentation and analytics

🤖 4. Automation & Workflow Optimization

4.1 Automated Access Management

Inactivity & Usage Monitoring

Inactivity Workflows 101 - Automated license reclamation concepts
Creating An Inactivity Workflow - Setting up usage monitoring
Testing Your Inactivity Workflow - Validating automation rules
Inactivity Workflow App Recommendations - Best practice applications
Inactivity Workflow FAQs - Common questions and troubleshooting
Managing App Session Timeouts - Security-focused automation

4.2 Advanced Automation & Integration

Webhook & API Integration

Extending Lumos With Webhooks - Custom automation capabilities
Creating Webhooks - Webhook development guide
Pre-Approval Webhooks - Custom approval logic
Deprovisioning Webhooks - Automated access removal
SIEM Webhooks - Security event automation

ITSM & Service Desk Integration

Ticket Interception - Automated ticket handling
Setting Up Ticket Interception - Service desk automation
Lumos Task Center - Centralized task management

🔗 5. Enterprise Integrations

5.1 Business Applications

CRM & Sales Platforms

Connecting Salesforce - Sales application integration
Salesforce Capabilities - Feature overview and configuration

Project Management & Collaboration

Connecting Atlassian - Jira, Confluence integration
Connecting Jira - Advanced ITSM configuration
Configuring Jira ITSM Logging - Ticket creation and tracking
Configuring Jira ITSM Logging Without Jira Service Management - Alternative setup
Enabling JIRA Tickets for Access Review Removals - Automated remediation
Connecting Asana - Task management integration
Connecting Notion - Knowledge management integration

Document & File Management

Connecting Box - Enterprise file storage
Box Capabilities - Integration features
Connecting Dropbox - File sharing and collaboration
Connecting Egnyte - Content collaboration platform

5.2 Security & Development Tools

Version Control & Development

Connecting GitHub - Code repository integration
GitHub Capabilities - Feature overview
Connecting GitLab - Alternative version control

Security & Monitoring

Connecting 1Password - Password management
Connecting LastPass - Alternative password management
Connecting OpenVPN - VPN access management

5.3 Data & Analytics Platforms

Business Intelligence

Connecting Snowflake - Data warehouse integration
Snowflake Capabilities - Feature overview
Connecting Tableau - Business intelligence platform
Connecting Looker - Analytics and reporting

Application Performance Monitoring

Connecting Datadog - Infrastructure monitoring
Datadog Capabilities - Monitoring features
Connecting Splunk - Log analysis and SIEM
Connecting Sumo Logic - Cloud-native analytics

5.4 Human Resources Information Systems (HRIS)

Major HRIS Platforms

HRIS Integrations - Complete HRIS integration suite (26 total)
HRIS Integration Capabilities - Comprehensive feature overview
Connecting Workday - Enterprise HR platform
Connecting BambooHR - Mid-market HR solution
Connecting SAP SuccessFactors - Enterprise HR suite
Plus 23 additional HRIS connectors for specialized needs

5.5 Communication & Productivity Tools

Video Conferencing & Communication

Connecting Zoom - Video conferencing platform
Zoom Capabilities - Integration features
Connecting Microsoft Teams - Microsoft collaboration platform

Customer Support & Service

Connecting Zendesk - Customer support platform
Connecting Freshservice - IT service management
Connecting ServiceNow - Enterprise service management

📊 6. Analytics, Compliance & Optimization

6.1 Cost Management & Optimization

License & Spend Analytics

Understanding and Managing Spend in Lumos - Financial analysis and optimization
Manage Your SaaS in Lumos - Comprehensive SaaS management
License optimization strategies - Cost reduction techniques
Vendor contract analysis - Renewal and negotiation insights

6.2 Compliance & Audit Management

Audit Preparation & Documentation

AppStore Activity Log - Comprehensive audit trails
Activity Log Reference - Audit trail management
Access Review Reporting - Compliance documentation
Compliance frameworks support - SOX, HIPAA, PCI DSS alignment

6.3 Risk Management & Security

Risk Assessment & Mitigation

How does Lumos match accounts? - Identity correlation
Account Matching - Identity management
Privileged access monitoring - High-risk account oversight
Access anomaly detection - Unusual access pattern identification

🎯 7. Rollout & Change Management

7.1 Implementation Strategy

Phased Rollout Approach

Rolling Out Your AppStore - Implementation strategy
AppStore Rollout Setup Checklist - Pre-launch preparation
AppStore Guide for IT Admins - Administrator training
AppStore Rollout Communication Templates - Change management

Communication & Training

AppStore Knowledge Base Template - User documentation
AppStore Rollout Communication Templates - Change management
User training and adoption - Ensuring platform utilization

7.2 Advanced Configuration

Custom Apps & Data Management

Adding a Custom App - Non-standard application integration
Custom Apps - Custom application management
Custom Data (CSV) Formatting Requirements - Data import standards

🛠️ Appendix: Reference & Support

1. Technical Reference

Platform Configuration & Maintenance

How Lumos Syncs Your Integrations - Synchronization processes
Integration Error Notifications - Error monitoring and alerts
Lumos Session Timeouts - Session management
Lumos IP addresses - Network configuration

2. Frequently Asked Questions

Common Issues & Solutions

Reference FAQs - General platform questions
Integration-specific FAQs - Connector troubleshooting
PagerDuty FAQs - Integration-specific questions
Does Lumos send notifications when integrations enter an error state? - Error monitoring

3. Support Resources

Getting Help

How-To: Access the Lumos Help Center - Documentation navigation
Support contact: [email protected] - Technical assistance
Lumos University - Training and certification
Lumos Analytics Launch - Platform updates

4. Advanced Features & Announcements

Latest Platform Developments

Lumos Integration Hub Launch - Platform expansion
AppStore 2.0 Launch Kit - Platform evolution
Lumos Release Notes - Feature updates

📈 Implementation Roadmap Quick Reference

Week 1: Foundation

Activating Your Lumos Account - Account setup
Connecting Okta / Google Workspace - Identity provider integration
Source of Truth configuration
Connecting Slack - Communication setup

Week 2: Discovery

App Source Reference - Understanding app discovery
How Lumos Syncs Your Integrations - Sync processes
Vendor and contract import
App Status Reference - Data validation

Ongoing: Optimization

Reviewing User Access In Lumos - Regular access reviews
Understanding and Managing Spend in Lumos - Cost optimization
Policy refinement and continuous improvement