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Plan and build 9 minute read Lesson 7 of 19

Smart Setup

Convert site intent into a reviewable UniFi configuration with preflight and post-change verification.

Network ownerIT teamMSP
Complete this lesson, then continue through the system0 of 19 completed

Outcome

Apply only supported, approved changes from a clear proposed design.

Where to find it

Main navigation > Smart Setup

Start here

Complete guide to Smart Setup

When you do this

Use Smart Setup when building a new supported site configuration or restructuring Wi-Fi, networks and isolation on a connected site.

What this means

Smart Setup turns business intent into a proposed UniFi configuration. It discovers the current environment, shows the exact plan, runs Change Preflight and applies only what the user explicitly approves.

Before you start

  • A connected site with fresh inventory and working local controller access.
  • Real requirements for users, devices, guest access, IoT and protected management.
  • An approved maintenance window for changes that may interrupt service.

Do this step by step

  1. 1Describe how the site is used and which groups must be separated.
  2. 2Resolve every discovery gap instead of guessing.
  3. 3Review Wi-Fi, VLAN, addressing, DHCP, DNS and isolation in the proposal.
  4. 4Run Change Preflight and read blockers, warnings and expected interruption.
  5. 5Approve only the displayed scope, then keep the maintenance window open through verification.

How to know it worked

The protected window reaches verified service, expected networks return and the change appears in the audit history.

If it does not work

  • A failed preflight must be resolved before execution.
  • If verification does not recover in the expected window, stop additional changes and follow the needs-attention evidence.
  • Do not rerun the action while a maintenance session is active.

Important

Smart Setup is for supported configurations. Requirements that remain placeholders or depend on unsupported hardware need manual review.

What you will see on this page

These are the exact AXORIK sections to look for. Read them in the order shown unless the complete guide directs you to a specific finding.

1

Profile

Records how the location is used, who connects and which device groups must remain separated.

2

Analyze

Reads the connected console, gateways, switches, access points, clients and current network configuration.

3

Recommend

Explains the proposed operating model, business value, operational impact and tradeoffs.

4

Preview

Shows every supported network, Wi-Fi, VLAN, isolation, DHCP, DNS and policy change before execution.

5

Apply

Runs readiness checks, requests approval and performs only the supported actions shown in Preview.

6

Complete

Reads the controller again, verifies final service and begins configuration assurance.

Recommended workflow

Follow these steps in order. If a step is blocked, resolve it before moving to the next one.

1

Describe the site

Choose how it is used, who connects and which device groups must remain separated.

2

Complete discovery

Resolve controller, credential, equipment and topology gaps.

3

Review the proposal

Check addressing, Wi-Fi, VLANs, isolation, DHCP and DNS.

4

Apply and verify

Run preflight, approve the scope and wait for service verification.

Safety and interpretation

  • Do not approve placeholder requirements.
  • Protected management networks require extra review.
  • Keep the maintenance window open until verification completes.

AXORIK Essentials lesson 7 of 19

Can you now explain when and why to use this feature?

Mark it complete only when you know where to find it, what its main sections mean and what the safe next step is.