Onboarding Common

Organizational

1. Microsoft 365 Account
   1. Receive Microsoft 365 account credentials (work Email)
      
   2. Use provided credentials to get access to you Microsoft 365 account:
      1. Go to https://www.office.com/
      2. Click "Sign In"
      3. Use provided credentials and you should be able to access your Microsoft 365 account
      4. I recommend to at least get desktop versions of:
         1. Outlook
         2. Excel
         3. PowerPoint
         4. Microsoft Teams
         5. use Download Microsoft Office 365 for Windows and Mac | Microsoft 365 and login with your credentials to download them
            
   3. Activate 2FA
      
2. Slack Account
   1. Go to Log in | Slack
   2. Use provided email and you should be able to Finmars Slack Workspace
   3. Set your Full Name
   4. Also desktop version is recommended
      
3. Security
   1. Conduct an interview with the Security Team
      1. as of now it's Andrey ("Andrey Lizunov" <andrey.lizunov@mars-cap.com>)
      2. Write him an email to ask for Security Interview
      3. Install Corporate Antivirus
      4. Activate BitLocker
         
4. VPN
   1. Write to the responsible person to get your .ovpn profile
      1.  as of now it's Sergei ("Sergei Zhitevev" <s.zhitenev@finmars.com>)
   2. We use OpenVPN client:
      1. Download a client OpenVPN Connect - VPN For Your Operating System | OpenVPN
      2. Import provided profile
      3. Remember pin code provided
      4. Activate your VPN
      5. Try to access https://stage.finmars.com/ 
5. Jira
   1. You should be able to access to Jira with your work email https://finmars2018.atlassian.net/ 
   2. Ask access to the needed Projects:
      1. Platform (for Platform development): PLATFORM - Timeline - Jira
      2. Analytics Department (for integrations and configurations): Analyst Department - Timeline - Jira
6. Confluence (internal documentation)
   1. You should be able to access to Confluence with your work email https://finmars2018.atlassian.net/wiki 
   2. Ask access to the needed Spaces
      1. Finmars - Documentation (internal documentation) Finmars - Documentation - Confluence
7. Finmars Docs (public documentation)
   1. Write to the responsible person to create an account
      1.  as of now it's Sergei ("Sergei Osipov" <s.osipov@finmars.com>)
   2. Wait for an email with credentials
   3. Login to https://docs.finmars.com/ 

Basic Platform Knowledge

1. Docs: 
   1. Quick Overview of Finm... | Finmars
2. Videos
   1. Balance Report PL Report part 1 V2 (ENG w/ sub)
   2. Transaction Report (ENG w/ sub)
   3. Configuration, Transaction Types, Transaction Book, Import Scheme, Workflow Code (ENG w/ subs)
   4. Finmars Database, Mobile Application (ENG w/ sub)
   5. Playlist Onboarding (ENG) - YouTube

Configuration Knowledge

TBD

Workflow Knowledge

TBD