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docs/usage_tips/suggested_workflow.md
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# Suggested Workflow
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This guide provides a recommended workflow for using the plugin after installation. Following this order helps ensure smooth operation and avoids common issues.
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## 1. Configure Plugin Settings
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Navigate to **Plugins → LibreNMS Plugin → Settings** and configure:
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- **LibreNMS Server**: Select which server to use (if multi-server setup)
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- **Device Naming**: Set your preferred defaults for "Use sysName" and "Strip Domain" - see [Import Settings](../librenms_import/import_settings.md)
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- **Virtual Chassis Naming**: Configure the member naming pattern if you plan to import stackable devices
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**Why first**: These defaults apply to all imports and save time by reducing per-import configuration.
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## 2. Verify Custom Field
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As of version 0.4.4, the plugin **automatically creates** the `librenms_id` custom field when migrations are run. No manual setup is required. See the [Custom Field Setup](custom_field.md) guide for details on how the field works and optional manual configuration.
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**Why early**: This field enables the most reliable device matching and is required for interface, cable, and IP address synchronization features. It is created automatically during `manage.py migrate`, so just verify it exists before importing.
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## 3. Prepare NetBox Data
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Ensure NetBox has the basic objects needed for device imports:
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- **Sites**: Create Sites that match your LibreNMS locations (exact name matching works best)
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- **Device Types**: Add Device Types for your common hardware models
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- **Device Roles**: Create appropriate roles (Switch, Router, Firewall, etc.)
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- **Platforms**: Add Platforms matching your LibreNMS OS names (optional but helpful)
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**Why before importing**: The plugin auto-matches these objects during import. Pre-creating them reduces manual configuration during the import process.
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## 4. Configure Interface Mappings
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If you have specific interface type mapping requirements, configure them via **Plugins → LibreNMS Plugin → Interface Type Mappings** - see [Interface Mappings](interface_mappings.md).
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**Why**: Ensure specific NetBox interface types are used for your LibreNMS interface data.
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## 5. Import Devices
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Use the [Device Import](../librenms_import/overview.md) feature to bring devices into NetBox:
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1. Navigate to **Plugins → LibreNMS Plugin → Import → LibreNMS Import**
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2. Apply filters to find devices (start with Location or Type)
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3. Review validation status and configure missing fields
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4. Import devices individually or in bulk
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**Tips**:
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- Start with a small set (single location or device type) to verify your setup
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- Enable Virtual Chassis detection only when importing stackable switches
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## 6. Sync VLAN
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- Create VLAN objects in NetBox from LibreNMS device VLAN data
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- Per-VLAN group assignment with scope-aware auto-selection
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## 7. Sync Interfaces
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After devices are imported, sync their interfaces:
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1. Navigate to a device in NetBox
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2. Use the LibreNMS sync button to pull interface data
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3. Review and adjust [Interface Mappings](interface_mappings.md) if needed
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**Why after import**: Interfaces require the device to exist in NetBox first. The `librenms_id` field set during import enables accurate synchronization.
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## 8. Sync Cables and IP Addresses
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Complete your device data by syncing:
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- **Cables**: Pull link data from LibreNMS to create cable connections
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- **IP Addresses**: Import IP assignments to populate NetBox's IPAM
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**Why last**: Both features require that interfaces already exist in NetBox and ideally with the `librenms_id` field set. The `librenms_id` field on interfaces ensures accurate matching.
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## 9. Sync Locations (Optional)
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If you want to synchronize location latitude/longitude data between NetBox Sites and LibreNMS locations, use the location sync feature.
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**Why optional**: Only needed if you maintain geographic coordinates and want bidirectional sync.
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## Next Steps
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After completing the initial workflow:
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- Regular imports: Use the same import process for new devices as they're added to LibreNMS
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- Interface updates: Re-sync interfaces periodically to capture configuration changes
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- Virtual Chassis: See [Virtual Chassis](virtual_chassis.md) for managing multi-member devices
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- Background Jobs: Understand [Background Jobs & Caching](../librenms_import/background_jobs.md) for performance optimization
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