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Actifile Onboarding Portal

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

Facilitator fields are optional. If an email is provided, the submission report will be sent there instead of the default recipients.
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