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Getting started

From sign-in to your first AI-remediated ticket

OrcaMonitor is the AI operations layer that sits on top of the monitoring you already run. Your NMS keeps detecting problems — OrcaMonitor correlates those alerts, opens a ticket, investigates the device with AI, proposes a fix, and executes it only after a human approves.

Nothing here replaces your NMS. It replaces the part of the job that is still manual: reading alerts, opening a terminal, working out what changed, and typing the fix. This guide takes you from an empty workspace to a resolved ticket, which is the whole product in one pass.

What you need

A workspace account, at least one monitored device reachable from OrcaMonitor (SSH or WinRM), and credentials for it — or an existing NMS (Zabbix, LibreNMS, Nagios, PRTG, Splunk, Meraki, Proxmox) that OrcaMonitor can pull from.

Create your workspace

A workspace is the tenant boundary. Every device, ticket, credential, agent and audit entry lives inside exactly one workspace, and no query crosses that line.

  1. 1
    Sign up

    Open orcamonitor.ai and choose Start free trial. You get 14 days with the full feature set — no feature gating, no credit card.

  2. 2
    Verify your email

    The verification link lands in your inbox. Corporate domains are enforced at signup, so a personal address will be rejected here rather than after you have configured everything.

  3. 3
    Set your password

    Passwords need 8+ characters including a number and a symbol. The strength meter is enforced server-side, so a weak password cannot be set via the API either.

  4. 4
    Land in the dashboard

    The first sign-in goes straight to the operations dashboard. There is no separate setup wizard to finish — configuration happens per integration, as you add it.

Sign in

Sign-in supports email and password, Microsoft SSO, and an optional 30-day remember-me. The same account works across the whole product: the marketing site, the community, and the operations console.

Sign in — email and password, or Microsoft SSO
Sign in — email and password, or Microsoft SSO
Keep me logged in

Enable it for a workstation you trust. The refresh cookie is HttpOnly and rotated on every use, so a stolen access token expires quickly on its own — but a stolen refresh cookie is a session. Skip this on shared machines.

Tour the dashboard

The dashboard is the answer to "is anything on fire right now?" — device health, open incidents, alert volume and AI activity in one screen.

Operations dashboard — fleet health, open tickets and recent activity
Operations dashboard — fleet health, open tickets and recent activity

The sidebar is the whole product surface. Each entry maps to one section of these docs, which is why the list below is also your reading order.

WhereWhat it answers
DashboardIs anything broken right now, and what needs a human?
DevicesWhat do I own, what state is it in, and can I reach it?
Monitoring & AlertsWhat fired, what is it correlated with, and is it noise?
Security & PatchesWhich CVEs and missing patches affect the fleet?
Intelligent TicketsWhat is being worked on, by whom, and what is the next step?
Orca AI ChatCan I ask the platform to investigate something right now?
AI AgentsWhich agents exist, what can they touch, and what have they spent?
AutomationWhich playbooks exist and what did they last do?
Reports & AnalyticsHow is the fleet trending, and what did we resolve?
IntegrationsWhich monitoring sources and clouds feed this workspace?
SettingsWho has access, how do we notify people, and what is audited?

Add your first device

Devices are the unit of work. A device is anything OrcaMonitor can reach and reason about: a switch, router, firewall, server, hypervisor, or a cloud instance. If a monitoring source is already integrated, devices can arrive on their own — but adding one by hand is the fastest way to see the whole pipeline work.

  1. 1
    Open Devices → Add device

    Give it a name, the management address, and the device type. The type decides which driver and command set the agent uses.

  2. 2
    Attach credentials

    Credentials are stored in Vault and referenced by id — never in the device record. Choose a stored credential or create one inline; it is written to Vault before the device row is saved.

  3. 3
    Run Test connection

    OrcaMonitor opens a real session and reports what the driver negotiated. This is the single most useful button in the product: if it passes here, everything downstream will work.

  4. 4
    Let the first discovery run

    Facts, interfaces, neighbours and version are collected and stored. The device page fills in over the next minute — no further action needed.

Devices — filterable inventory with live status and health score
Devices — filterable inventory with live status and health score
If Test connection fails

Work down the stack in order: is the management IP reachable from OrcaMonitor at all, does the credential authenticate, does the account have the privileges the command set needs? The error message names which of the three failed — do not guess, read it.

Connect a monitoring source

Alerts are what turn a healthy device into a ticket. You can ingest them from an existing NMS by webhook, or let OrcaMonitor poll the source — either way the alert lands on the same alert record and enters the same correlation engine.

  • Zabbix — webhook and API sync, including inventory enrichment for Model and OS.
  • LibreNMS, Nagios, PRTG, Splunk — inbound webhook ingest.
  • Meraki, Proxmox, vSphere, UniFi, AWS, Azure, GCP — API sync plus status reconciliation.
  • Prometheus — alert rules and PromQL, queried read-only over the OrcaMonitor MCP tools.

The Integrations section covers each source in detail, including which ones can auto-create tickets and which are inventory only.

Watch the first ticket resolve

This is the part worth waiting for. With a device and a source connected, take an alert through the full loop and watch where the human is still in the loop — the approval step is the design, not a limitation.

  1. 1
    An alert arrives and correlates

    Related alerts from the same device collapse into one incident instead of one ticket per symptom.

  2. 2
    A ticket opens with evidence attached

    The ticket carries the alert, the device, the recent change history and any related open incidents.

  3. 3
    The agent investigates

    It reads the device with the same MCP tools you can call by hand. Every command it runs is recorded on the ticket.

  4. 4
    A plan is proposed

    The agent states the root cause and the exact commands it wants to run. This is a plan, not a change.

  5. 5
    You approve or reject

    Approval is a deliberate click. Reject it and the agent stops and hands back; there is no retry loop that wears you down.

  6. 6
    Execution is verified

    The change is applied, then the objective is checked. If verification fails, a recorded backup can be restored exactly once and the ticket returns to Verifying fix rather than silently closing.

Ticket detail — timeline, agent reasoning, proposed plan and the approval gate
Ticket detail — timeline, agent reasoning, proposed plan and the approval gate
Why approval is mandatory

Autonomous remediation without a human gate is a liability in a production network. OrcaMonitor is built so the AI does the diagnosis and the typing, and a person owns the decision — and so every one of those decisions is attributable afterwards.

Where to go next

OrcaMonitor documentation v1.0.0 · Report a problem

Explore the full platform

See every module, pricing tier, and deployment option on the OrcaMonitor overview.

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