Onboarding Wizard

Overview

When a new client logs into WISdom for the first time, the Onboarding Wizard launches automatically. The wizard guides you through the three tasks required to start monitoring your environment: installing a Data Collector, adding the database resources you want to monitor, and inviting your team.

The wizard has five steps, displayed across the progress bar at the top of the screen:

Each completed step is marked with a green checkmark in the progress bar. You can navigate back to any completed step using the Back button.

Step 1 — Welcome

The Welcome screen introduces the three setup tasks the wizard will walk you through:

1. Set up the data collector — Download the software that gathers data from your servers
2. Add your resources — Tell WISdom which servers and instances to monitor
3. Invite your team — Give your colleagues access to dashboards and alerts

Select Continue to begin, or select Skip setup at the bottom left to dismiss the wizard. If you skip, the wizard will not reappear on future logins.

Step 2 — Collector

The Data Collector is a lightweight Windows service that securely gathers data from your resources and sends it to WISdom.

Name Your Collector

Enter a name in the Collector Name field. This is a friendly display name used to identify the collector in WISdom. It is recommended that the name include the host server name for ease of identification. If you leave the field as-is, it defaults to Default or Default_XXXXXX.

Copy Your Registration Key

The Registration Key field displays a unique key that you will need during the collector installation. Select Copy to copy it to your clipboard.

You do not need to copy the key right now. You can return to the Data Collectors screen at any time to copy a current key when you are ready to install.

Download the Installer

Select Download Installer to download WISdomInstaller.msi to your machine.

The installer must be downloaded before you can proceed. The Continue button remains inactive until the download is confirmed. Once the download completes, a Downloaded successfully banner appears and Continue becomes active.

Select View Installation Requirements to review prerequisites in the Requirements - Installation & Accounts documentation before installing.

Step 3 — Resources

The Resources step walks you through adding the database servers and instances you want WISdom to monitor. This step has four sub-steps, shown as dots at the top of the panel.

Sub-step 1 — Add a Resource

The Resources screen opens empty. Select + Add Resource to begin adding your first resource.

Sub-step 2 — Select a Platform

Select the platform type for the resource you are adding:

• SQL Server — On-premises or hosted SQL Server instances
• Azure SQL — Azure SQL Database instances

The following platforms are listed as Coming Soon and are not yet available for selection: Windows Server, Snowflake, Databricks, Microsoft Fabric, Oracle, PostgreSQL, and MySQL.

Select your platform and click Next.

Sub-step 3 — Configure Credentials

WISdom needs credentials to connect to your SQL Server resources. By default, the checkbox The collector service account has access to these resources is selected. This means the Windows account running the WISdom Collector service will be used to connect. This is the most common and recommended setup and requires no additional configuration.

Select Next to continue with service account credentials.

If the service account does not have access to your resources, uncheck the box. Two options appear:

• Select Existing Credentials — Check this box to use a previously saved credential set. The default credential listed is equivalent to the service account.
• Create New Credentials — Leave Select Existing Credentials unchecked and complete the fields below to define a new credential. The new credential will be saved in WISdom for future use.

Select Next when credentials are configured.

Sub-step 4 — Enter Resources to Monitor

Enter the server names, IP addresses, or named instances you want this collector to monitor. Enter one per line in the Resources to Monitor text area.

As you type, WISdom validates each entry and displays a resources detected count below the text area, listing each resolved resource with its type (Instance).

Select + Add Resource to add resources from a second platform — for example, if you want to monitor both SQL Server instances and Azure SQL databases under the same collector.

When all resources are entered, select Continue to proceed.

After adding resources, the Resources screen shows a summary card for each platform group you configured, displaying the resource count and credential type. You can select Edit to modify a group or X to remove it. Select + Add Another Resource to add a platform group.

When the resource list is complete, select Continue to move to Step 4.

Tags can be assigned to resources after the wizard is complete from Admin Console › Collection › Resources.

Step 4 — Team

The Team step lets you invite colleagues to access WISdom. Invited users will receive an email with instructions to log in.

Enter one or more email addresses in the Email Addresses field, separated by spaces. As you type, each validated address appears as a tag below the field. To remove an address, select the X on its tag.

A confirmation message below the tags shows how many teammates will receive an invite.

If you are not ready to invite teammates yet, select I'll do this later → to skip this step and proceed to the summary. You can invite users at any time from Admin Console › Team.

When your invite list is ready, select Continue.

Step 5 — Complete

The Complete screen displays a summary of everything you configured:

Review the summary carefully. If anything is incorrect, use the Back button to navigate to the appropriate step and make corrections.

When everything looks right, the screen outlines three next steps:

1 — Install the Collector
Run WISdomInstaller.msi on the Windows server that will host the collector. When prompted, enter the registration key displayed on this screen. Select Copy to copy the key to your clipboard. Select View Installation Requirements to confirm prerequisites before running the installer.

2 — WISdom Configures Your Environment
Once the collector is installed, WISdom automatically provisions your database, registers your resources, and begins data collection. You will receive an email confirmation when your environment is ready.

3 — Explore WISdom
While you wait for data collection to begin, visit the Quick Start page to customize your environment — set up monitoring profiles, classify resources, configure cost management, and more.

Select Exit Setup to close the wizard. You will land on the Admin Console › Collection › Collector Health page.

After the Wizard — Retrieving Your Registration Key

After exiting the wizard, you can access your registration key at any time from Admin Console › Collection › Data Collectors.

Accessing Setup Tasks After the Wizard

Once the wizard is closed, all setup tasks are available in the Admin Console: