Currently, setting up Zive for your company is partly a manual process that our Customer Success team will actively support you in.
The following steps are required to roll out Zive to your team or company:
Platform provisioning
General configuration
User provisioning / SSO
Configuring data sources
User onboarding
1. Platform provisioning
The first step to get started with Zive is to get your platform up and running. In order to do that our team will ask you which domain or subdomain your Zive platform should run on. This can be one of your own domains (e.g. https://search.yourcompany.com) or one of our domains (e.g. https://yourcompany.zive.app).
2. General configuration
Once your Zive platform is up and running our team will provide you with your initial admin login. Once signed in you'll be able to conduct some general platform configuration.
3. User provisioning / SSO
The next step is connect your company's identity provider in order to allow your users to sign-in to Zive via Single-Sign On. Our Customer Success team will assist you with the SSO setup and configuration.
You can find a complete list of all supported identity providers (IDP) and authentication protocols here.
4. Configuring data sources
Zive comes with a broad range of different data connectors for all common business apps. These data connectors can be configured directly in Zive's admin interface. Click here to get a detailed guide.
5. User onboarding
The final step is to invite your users to Zive and to promote Zive as your company's new search and knowledge platform. Please don't underestimate this step. This should be more than just sharing the platform URL with your teams. From experience, it takes quite an effort to convince users to try out something new and to get used to a new way of working. Therefore, we highly recommend coming up with a multi-week internal promotion and training plan. We have templates for this, so please feel free to reach out to our Customer Success team for advice.