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New Org Deployment Workflow

This outlines the steps of the workflow used to deploy a new organization. In Dynamics, this workflow is called "Database Deployment Process."

I. New Organization is version "EM Full Services"
    A. Database Deployment case is created
            1. Tasks:
                a. Notify Services and Doug of new client for licensing provisioning.
                b. Create FTP, Org, and Gateway DNS entries.
                c. Set up Import process.
                d. Provision database.
                e. Activate admin users.
                 f. Provision CoreMotives
                g. Update Client Config record with CoreMotives ID and Import Password. Ensure those values are matched to Enrollment Manager Main Settings.
                h. Set up FTP account.
                i. Set Up Event Manager.
                j. Configure Email Router.
                k. Set up Services Sync.
                l. Review CoreMotives email Limits  
                m. Final QA process
                        i. Verify EM Main record
                        ii. Check that correct advanced finds/workflows are present. 
                n. Notify IS team that deployment is complete. Update deployed date and set "Import Active" to "Yes."
II. New Organization is version "EM Services"
    A. Database Deployment case is created
            1. Tasks:
                a. Notify Doug of new client for licensing provisioning.
                b. Create FTP and Org DNS entries.
                c. Set up Import process.
                d. Provision database.
                e. Activate admin users.
                f. Provision CoreMotives
                g. Update Client Config record with CoreMotives ID and Import Password. Ensure those values are matched to Enrollment             Manager Main Settings.
                h. Set up FTP account.
                i. Configure Email Router.
                j. Set up Services Sync.
                k. Review CoreMotives email Limits
                l.Final QA process
                      i. Verify EM Main record
                      ii. Check that correct advanced finds/workflows are present.  
                m. Notify IS team that deployment is complete. Update deployed date and set "Import Active" to "Yes."
    
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