Project

General

Profile

Canofy New Customer Onboarding Process

User documentation
10/01/2026

Customer onboarding SOP

Example customer: Belimo (BEL)

  1. 0. Before you start
  2. 1. Identity and access (IAM)
  3. 2. Launch the EC2 instance
  4. 3. Security group
  5. 4. EBS volume: encryption check and tags
  6. 5. Elastic IP
  7. 6. First SSM connection
  8. 7. S3 bucket
  9. 8. Give the OCR server access to the bucket
  10. 9. Snapshot backups (Data Lifecycle Manager)
  11. 10. DNS record
  12. 11. Server baseline
  13. 12. System packages, frappe user and certbot
  14. 13. MariaDB
  15. 14. Install bench and initialise Frappe
  16. 15. Read the version lock from a reference server
  17. 16. Download the Canofy apps
  18. [17. Golden AMI checkpoint](#17-golden-ami

(Summary cut short - full README attached.)

Pushed to Redmine on 01 Oct 2026, 12:04 from Canofy Customer Onboarding SOP _Example_ Belimo BEL_.md (README created 01 Oct 2026, 12:03).

Files

Download all files
Canofy Customer Onboarding SOP (Example_ Belimo BEL).md (99.2 KB) Canofy Customer Onboarding SOP (Example_ Belimo BEL).md Onbaording SOP.md file Redmine Admin, 10/01/2026 12:07 PM
Canofy Customer Onboarding SOP (Example_ Belimo BEL).html (3.98 MB) Canofy Customer Onboarding SOP (Example_ Belimo BEL).html HMTL File Redmine Admin, 10/01/2026 12:07 PM
Canofy OCR Configuration Guide (Example_ Belimo BEL).html (180 KB) Canofy OCR Configuration Guide (Example_ Belimo BEL).html OCR Configuration Guide Redmine Admin, 10/14/2026 02:44 PM
Canofy OCR Configuration Guide (Example_ Belimo BEL).md (22.4 KB) Canofy OCR Configuration Guide (Example_ Belimo BEL).md OCR Configuration Guide Redmine Admin, 10/14/2026 02:44 PM