Philip Lacey: Created page with "= Overview = As each system in bxp is unique the setup of each system is unique. This document provides the significant milestones required for a setup to allow for quotati..."

2016-05-23T09:23:06Z

Created page with "= Overview = As each system in bxp is unique the setup of each system is unique. This document provides the significant milestones required for a setup to allow for quotati..."

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= Overview =

As each system in bxp is unique the setup of each system is unique. This document provides the significant milestones required for a setup to allow for quotation and understanding of timings involved.

= Approach =

There are three approaches generally speaking when setting up.

* Hands on: the bxp client performs all the work (there will be no time required from All n One)

* Collaberative: there is training session / side by side approach. Depending on comfort levels, more or less can be done by one side or the the other (bxp client | All n One support team) (times will be 1.5 times those given below)

* Hands off: the All n One team perform all the work (times will be close to what is given below)

= Security =

Whilst most of the setup requirements are gathered by our team, here is the check list used to ensure we have the basics in place.

* Who is the nominated System Champion(s)
* As a general approach is this client hands on or off during the setup.
* Who is the Security Champion
* As a general approach what is the security appetite of the client (very secure | very accessible)

With these basics in mind, the first document is the security configuration matrix which must be filled out. [[CC-2-1_Security_and_Custom_Interface_configuration#Matrix]]

= User Setup =

For billing purposees we identify the departments involved and get them set up. (30 mins - 1 hour)

Then we create the organogram from the documentation gathered during "requirements gathering" (30 mins - 1 hour)

Next we figure out the general "roles" that will be using the system. user, manager, administrator those kind of titles. We then create a sample user for each role. (20 mins per role)

Then depending on the security appetite we configure the security of the system as per the matrix. If Single Sign On is required budget 8 hours for configuration testing and support. All other configurations approximately 4 hours.

= Form building =

As forms can be incredibly complex or very simple the time for doing forms varies greatly. The following are gross guesstimes.

* Build from an Excel sheet. 30 mins.

* Tweak field mapping. 10 mins.

* Optimise search options. 20 mins.

* Create basic outcomes and align to process. 1 hour.

* Create inline tabs to optimise space. 1 hour.

* Tweak interface to allow better access by role. 1 hour.

* AJAX optimisation of a form. 4 hours per AJAX requirement.

* Cross Campaign Listing / Search. 1 hour per listing.

* Email box integration. 2 hours.

* Logic branching. 1 hour per 20 questions.

* Intermediate outcome: configuration including comms and validation. 1 hour per outcome

* Form quality review. 1 hour.

* Advanced outcome : large volume of data or integration with external systems. 4 hours + per outcome

Then apply 2 to 4 hours of testing to ensure compliance with requirements.

[[Category:Topic:System management]]

Project Outline - System Setup - Revision history

Philip Lacey: Created page with "= Overview = As each system in bxp is unique the setup of each system is unique. This document provides the significant milestones required for a setup to allow for quotati..."