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We believe the best relationships are built on knowledge. This is where we share useful guides, overviews, and resources to help you get more from Halo and from working with us. No fluff, no filler. Just the things that actually help.

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Explore our library of guides, overviews, and technical documents, built to help you make better decisions about your ITSM platform.

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ON-PREM vs AWS-HOSTED HALO CLOUD Delivered by Allied ESM · Authorised Halo Partner
Guide · Halo On-Prem

Halo On-Prem: The Full Power of Halo on Your Infrastructure

Everything you need to know about running Halo on your own servers, private cloud, or regional infrastructure. Covers what On-Prem means, who it's right for, how it compares to Halo Cloud, and the technical requirements to get started. All delivered by Allied ESM as your authorised Halo partner.

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Leadership & Sponsorship Communication Planning Delivered by Allied ESM · Authorised Halo Partner
Checklist · Change & Adoption

Change & Adoption Readiness Checklist

A practical, phase-by-phase checklist covering every element of change and adoption for an ITSM go-live. It runs from securing executive sponsorship and mapping stakeholders, through to building your champions network, training users, and embedding the system post-launch. Built on the principle that a successful implementation is 30% technology and 70% people, process, and communication.

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NAMED 🔒 🔒 🔒 🔒 1 seat per person Power users vs CONCURRENT Shared Pool Any user draws a slot Occasional users Real-world example: mixed model saves up to 51% vs named-only Delivered by Allied ESM · Authorised Halo Partner
Guide · Halo Licensing

Halo Licensing: Named & Concurrent. A Guide to Flexible ESM Licensing

Most ESM vendors force you to choose one licensing model for your entire user base. Halo doesn't. This guide explains how named and concurrent licences work, when to use each, and how the right mix can cut your licensing costs by over 50% compared to a named-only approach. AI is included across all licence types at no extra charge.

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FOUNDATION Understand the platform ADMIN Configure & certify ARCHITECT Build at scale Completely Free
Guide · Training & Self-Sufficiency

Training & Self-Sufficiency: The Halo Approach to Lasting Capability

Most consultancies sell dependency. Allied ESM doesn't. This guide explains why self-sufficiency is the right goal for any Halo implementation, and how Halo University (Halo's free online learning platform) gets your team there. Covers the Foundation to Admin certification path, how we embed knowledge transfer into every project, and why Halo's low-code, no-code model means your team can genuinely own the platform.

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API-FIRST INTEGRATION 250+ Integrations REACT APPLICATION <App /> MICROSOFT SQL SERVER ACID AWS GLOBAL HOSTING ×7 Delivered by Allied ESM · Authorised Halo Partner
Technical · Platform Architecture

Under the Hood: How Halo Is Built

A technical overview of the Halo SaaS platform for IT architects and technical evaluators. Covers the four architectural layers (AWS global hosting across 7 regions, Microsoft SQL Server with full ACID compliance, React frontend, and API-first integration supporting 250+ native connectors), plus independently verified performance benchmarks, security certifications (ISO 27001, SOC 2 Type 2, PCI DSS Level 1), and BC/DR specifications.

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DISCOVERY APP WIN DOWS LINUX AWS VM AZURE NET SQL 140+ Agentless Probes · On-Prem & Cloud
Checklist · Virima Discovery

Virima Discovery Readiness Checklist

A practical pre-deployment guide for IT and infrastructure teams planning a Virima Discovery implementation. Covers Discovery App server requirements, firewall and port rules, credentials by asset type (Windows, Linux, VMware, AWS, Azure, SQL, and more), and cloud prerequisites. Complete this before Allied ESM starts — it's one of the biggest factors in a smooth go-live.

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SOC 2 TYPE 2 Annually audited ISO 27001:22 Certified ISMS CE PLUS NCSC verified DSPT NHS Standards Exceeded Vanta-Monitored · 70+ Controls · Continuously
Technical · Security & Compliance

Halo Security & Compliance: Certifications, Controls & Data Protection

A technical reference covering Halo's independently verified security posture. Includes full detail on SOC 2 Type 2, ISO 27001:2022, Cyber Essentials Plus, UK GDPR, and the NHS DSPT Standards Exceeded certificate. Covers Vanta-monitored controls, data encryption (AES-256, TLS 1.2+), AWS London hosting architecture, backup schedules (RTO 4h / RPO 1h), and how to request the full security documentation pack.

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