×

Actifile Onboarding Portal

Your complete guide to deploying, configuring, and managing Actifile data security across your organization.

Prepared by MatrixIT Infrastructure Solutions · matrixit.net

Onboarding Journey

Click any phase below to open the full presentation. Each meeting builds on the previous one.

Kickoff
Meeting 1
Discovery
Meeting 2
Identify
Meeting 3
Protect
Meeting 4
Monitor
Meeting 5

Meeting Phases

Each phase has a dedicated presentation with visuals, forms, and action items. Click to open.

1

Kickoff Upcoming

Meeting 1 · Introduction & Overview

Visual introduction to Actifile, why it matters for your financial institution, CIS Controls IG2/IG3 mapping, and what to expect from the onboarding process.

Actifile Overview Financial Sector CIS Controls Roadmap Environments
2

Discovery Upcoming

Meeting 2 · Deployment Variables

Exhaustive forms to collect every deployment variable needed for Windows, Cloud, macOS, and NAS. Schedule the installation weekend.

Windows Deploy Cloud Config RMM Setup Scheduling Checklist
3

Identify & Review Upcoming

Meeting 3 · Post-Installation

Review first scan results, train your team on the Actifile dashboard, understand classifiers, and plan the path to encryption.

Scan Results Dashboard Training Classifiers Risk Values Next Steps
4

Protect Upcoming

Meeting 4 · Encryption Enablement

Enable encryption, configure application allowlisting, define data protection rules, and plan the staged rollout from pilot to full deployment.

Encryption Allowlisting FIPS 140-2 Rollout Plan Protection Rules
5

Monitor Upcoming

Meeting 5 · Ongoing Operations

Configure alerts, establish escalation procedures, define the ongoing review cadence, and transition to operational mode with MatrixIT.

Alerts Escalation Compliance Reports Cadence Handover
5
Onboarding Meetings
4
Lifecycle Phases
14
CIS Controls Covered
24/7
MatrixIT Monitoring

Resources & Support

Quick access to key portals, documentation, and your MatrixIT team.

MatrixIT

Email: proservices@matrixit.net

Phone: (613) 232-0648

Web: matrixit.net

Address: 5320 Canotek Rd, Ottawa, ON K1J 9C1

Actifile Portals

Support: support.actifile.com

Management: my.actifile.com

Dashboard: app.actifile.com

Interactive Tour: Launch tour