> ## Documentation Index
> Fetch the complete documentation index at: https://docs.experio.cloud/llms.txt
> Use this file to discover all available pages before exploring further.

# Onboarding Checklist

> Step-by-step guide to setting up a new Experio deployment

## Overview

The admin dashboard presents a guided onboarding checklist when setting up a new Experio deployment. Each step builds on the previous one to create a fully configured knowledge management system.

## Setup Steps

Follow these steps in order for a complete deployment:

<Steps>
  <Step title="Client Configuration">
    Define your organization's identity — name, synonyms, branding, and logo. This information is used throughout the knowledge graph and the user interface.

    [Configure your organization](/admin-guide/client-configuration)
  </Step>

  <Step title="Ontology Setup">
    Define the entity types and relationships that form the structure of your knowledge graph. For example: People, Projects, Clients, Skills, and how they relate to each other.

    [Set up ontology](/admin-guide/ontology)
  </Step>

  <Step title="Structured Data Mapping">
    Map fields from your external data sources to the entities and relationships defined in your ontology. This tells Experio how to interpret your data.

    [Configure data mapping](/admin-guide/data-mapping)
  </Step>

  <Step title="Taxonomies">
    Create hierarchical classification systems for categorizing entities. Taxonomies provide structured vocabularies for consistent tagging.

    [Add taxonomies](/admin-guide/taxonomies)
  </Step>

  <Step title="Content Types">
    Define the types of documents your system will process and how they should be classified and extracted.

    [Set up content types](/admin-guide/content-types)
  </Step>

  <Step title="Matching Strategies">
    Configure how Experio identifies and deduplicates entities across different sources. Set thresholds for automatic matching, AI disambiguation, and human review.

    [Configure matching](/admin-guide/matching-strategies)
  </Step>

  <Step title="Connectors">
    Authorize connections to your cloud storage providers (Box, Google Drive, SharePoint) using OAuth.

    [Set up connectors](/admin-guide/connectors)
  </Step>

  <Step title="Data Sources">
    Create data source configurations that specify which folders to scan and how to process files from your connected providers.

    [Configure data sources](/admin-guide/data-sources)
  </Step>
</Steps>

## After Setup

Once the initial configuration is complete, ongoing operations include:

* **Monitoring ingestion** — Review scan order statistics and processing results at [Jobs & Monitoring](/admin-guide/jobs-monitoring).
* **Resolving conflicts** — Review and resolve low-confidence classifications at [Conflict Resolution](/admin-guide/conflict-resolution).
* **Managing users** — Configure SSO and manage user access at [SSO Configuration](/admin-guide/sso-configuration).