Learn all the best practices for a successful migration to Avanti SaaS. There’s also information about what to expect once the migration is complete.
Before You Begin: Software and Network Configurations
Administrators Access to Avanti Remote Application (Microsoft RDS)
Administrators are unique in that they must have access to the Desktop Application, similar to what they access locally in their own on-premise deployment.
In order to access the Avanti Application, clients will need to do so via a Remote Desktop Service (Microsoft RDS). This enables users to have direct access to a remote desktop computer that is provisioned specifically for them that is hosted within the Avanti SaaS ecosystem. To access this, a customer needs:
Supported Operating Systems
Windows 8 or higher
Mac OS X El Capitan (version 10.11) or higher
Recommended Client Software Requirements
Remote Desktop Connection (RDC) client version 8.1 or newer
Network Level Authentication (NLA) enabled
Internet Connection Speed
1MB/s upload / 1MB/s download per user minimum
This is an addition to normal traffic levels extant on your connection
Non-host based printers supporting PCL 5 identity
Employee Access to Avanti Self-Service Portal
Employees, as well as administrators for day-to-day tasks, will access the Web Application via the internet. In order to do so, they need a supported web browser.
Web Browser Requirements
The latest versions of the following web browsers are supported:
Mobile App: Avanti GO
Employees, as well as administrators, will use Avanti Go on their mobile devices. The following mobile platforms are supported:
iOS 11.0 and up
Android 5.0 and up
Network Configurations: Your Technical Checklist
For a successful migration, we need to ensure a safe and secure connection to our environment. To access our environment, you will need a representative from your organization to:
Ensure your firewalls allow outbound traffic to the Avanti infrastructure for RDP, HTTPS, and SFTP protocols. If your policies require you to implement IP-based restrictions for any of these protocols, contact your Customer Success Manager for details of our IP address ranges.
Ensure the @myavanti.ca domain is added to the allow-list on your inbound SMTP server.
Ensure Azure AD SSO is enabled for all users and employees, if applicable.
Ensure all clocks are a supported model and have a correctly configured network connection, either wired or wifi, with outbound internet access.
Ensure you are on the latest version of Avanti (currently Avanti 10).
Accessing The Platform
This section will outline the specifics for how to access the various parts of the product based on your persona (Desktop, Mobile, Web).
Accessing Your Avanti Desktop Application
To access your Avanti Desktop Application, administrators need to sign into a Remote Desktop (RDP). You will no longer be able to use your previous on premise security solution, rather we will use Singled Sign On (SSO) or a username stored within our database. If you already have Azure AD configured (Office 365), we can leverage that for SSO.
Each administrator will have their own access, requiring a unique and valid email address. Their login details will be created in advance and provided to you by your Customer Success Manager. The login will be:
Once they’ve logged into the RDP, the Avanti login displays. The user now needs to log into Avanti using either their Azure Active Directory or Avanti Secu. If you need further clarification on which to use, contact your Customer Success Manager.
Azure AD Login
Password: Your Unique Azure AD Password
For Avanti Security:
UserName: Provided to you.
Password: Initially provided by Avanti. Please change during your first login.
Accessing Your Avanti Self-Service Portal (ASSP - Web Application)
All-access will be over the internet to the Web Application to the URL provided to you. If you do not know your URL, please speak with your Customer Success Manager.
Notable Differences between our On-Premise and SaaS Solutions
This section will outline some of the visual differences and process differences you may experience once you have moved to the SaaS solution.
Changes may be required for customized GL Exports and other integrations. Please talk to your designated Customer Success Manager, if applicable.
The shortcut to access files will change, however, all folders on user's computer will be available to access. We recommend saving to a local shared drive, not the server desktop.
Emails sent from Avanti will be sent, by default, from an un-monitored email address that uses the following format: “CUSTOMER@myavanti.ca”. Please talk to your designated Customer Success Manager for alternatives, such as Office365, Gmail, etc.