Enterprise Environment Set up - Checklist

Owned by CamilleCrespeau (Unlicensed)
Last updated: Apr 24, 2017 by Xavier Delamotte (Unlicensed)

You have decided to set up your own Enterprise Environment. Here is an  - almost - exhaustive checklist for this set-up:

  • all the questions you need to ask yourself and all information needed from you before we start this set-up
  • all tasks that we need to accomplish together to set up your Enterprise Environment



1 - Infrastructure

ELEMENTS NEEDED BEFORE START 

  • Which infrastructure (provider) do you want to use: AWS (https://aws.amazon.com/)? Azure (https://azure.microsoft.com/)? On premise?

  • If needed: provide a VPN access

  • If applicable, provide a list of admin and simple users for the infrastructure management tool
  • Provide URLs and SSL certificates to use for the different components - UAT and Production


TASKS TO ACCOMPLISH

2 - Products / Components

ELEMENTS NEEDED BEFORE START

  • Define the list of existing features you want access to (see: Maestrano Catalogue)
  • Who must have admin access to the platform (access to users' list, organisations' list, API credentials etc.)?
  • Define the number and name of tenants (=express) you need on each of your environments
  • Who must have admin access to each tenant / express (access to users' list, organisations' list from the admin dashboard)?

  • For each tenant / express, provide required elements (see: Express Checklist)


TASKS TO ACCOMPLISH

  • Deploy the Maestrano stack (Nex!, MnoHub, Connec!, Impac!, etc.) (see: Deployments)

  • Activate / Deactivate features - admin dashboard / KPIs & Alerting / etc. (see: coming soon...)

  • Deploy customised express (see: coming soon...)
  • Give admin rights to relevant users, on the platform (using active_admin) and on the tenant (using the admin dashboard) -  (see: coming soon...)
  • Create a Maestrano account with admin rights for each tenant / express: support@maestrano.com (credentials only accessible by Maestrano Support Team)

3 - Applications

ELEMENTS NEEDED BEFORE START

TASKS TO ACCOMPLISH

3.1 - Connec! - Connectors

ELEMENTS NEEDED BEFORE START

  • Obtain developer keys involving MNO in the process (e.g.: Xero, QBO)

TASKS TO ACCOMPLISH

  • Configure the connector using these developer keys (see: coming soon...)

3.2 - Cloud - Connectors

ELEMENTS NEEDED BEFORE START

  • Do you want Connectors to be hosted on-premise or from the cloud, hosted on Maestrano Infrastructure?
  • If on premise: Obtain developer keys involving MNO in the process

TASKS TO ACCOMPLISH

3.3 - Third party Cloud Applications

TASKS TO ACCOMPLISH

  • Check that the application is managed from the developer platform / is multi-marketplace
  • If not, contact application for them to start developer platform migration (see: How to migrate to the developer platform)

4 - Third Party Systems

4.1 - Performance monitoring

ELEMENTS NEEDED BEFORE START

We recommend the use of New Relic (https://newrelic.com/) to manage your performances / error rates / availability and alerts

  • Do you prefer using New Relic or a different system? Do you have an existing account or do you need a new one?
  • What's the list of your users/admins?

TASKS TO ACCOMPLISH

  • Create / Set up a new account (APMs, Servers, and Synthetics) and invite admin/users (see: Setup New Relic for Monitoring)
  • Configure thresholds, APDEX and alerts (see: coming soon...)

4.2 - Logging monitoring

ELEMENTS NEEDED BEFORE START

We recommend the use of Sumologic (https://newrelic.com/) or Splunk (https://www.splunk.com/) to gather and manage your logs, for logs investigations and alerts

  • Do you prefer using SumoLogic, Splunk or a different system? Do you have an existing account or do you need a new one?

TASKS TO ACCOMPLISH

  • Create / Set up account for enterprise customer and invite admin/users
  • Configure log drains (see: Setting up a log drain)
  • Configure collectors (see: coming soon...)
  • Configure alerts (see: coming soon...)

4.3 - Jobs monitoring

TASKS TO ACCOMPLISH

  • Set up a Sidekiq interface for Connec! Jobs and Mnohub Jobs
  • Set up accounts for platform admins - c.f. 2 Products / Components: automatic for platform admins for Mnohub Sidekiq, only one admin access for Connec! Sidekiq

4.4 - Transaction emails system

The platform can support different types of emailing systems for transaction emails: services managing email templates (Mandrill/Sparkpost) or delivery focused services (Mailgun/SMTP).
In the former case, the template customisation is done at the service provider level. In the latter, it's done inside the express frontend.

ELEMENTS NEEDED BEFORE START

  • Which tool should be used: Mandrill / SparkPost / Mailgun / Classic SMTP? Do you have an existing account or should we create a new one?
  • Who must have admin access to the tool?
  • Do you need customisation / branding on your emails?

TASKS TO ACCOMPLISH

  • Create / Set up an account for enterprise customer and invite admin/users (see: Express Checklist#4-ConfigureEmails)
  • If email customisation is needed: provide access to edit templates or set up customisation (see: Emailing)

4.5 - Customer onboarding and support / Platform support

ELEMENTS NEEDED BEFORE START

  • Who will take care of the customer's onboarding and ongoing Level 1 support / customer success team? (see: coming soon...)
  • Which support offer do you subscribe to for the platform support? Silver/Gold/Platinum?
  • Who will manage the platform's support? (see: Platform Support Process and Team)

TASKS TO ACCOMPLISH

  • Create Intercom account and set it up on MNOE (see: coming soon...)
  • Create a JIRA Service Desk project - if applicable - or update the existing one

4.6 - Payment Gateway

ELEMENTS NEEDED BEFORE START

  • Which of these applications would you prefer to use: Braintree / Eway / Other? Do you have an existing account or should we create a new one?


TASKS TO ACCOMPLISH

  • Create / Set up account for enterprise customer and invite admin (see: coming soon...)

4.7 - Others

TASKS TO ACCOMPLISH

Open accounts for:

  • Google Analytics
  • OpenexchangeRates (see: coming soon...)
  • Pusher (see: coming soon...)
  • Google Maps

5 - (Optional) Data Migration

Applicable in the following case:

If you started a POC with a simple express / tenant on Maestrano Environment, and want to move to your own enterprise infrastructure, you may need to migrate your existing data (User's data in MNOHub and User's business data in Connec!)

TASKS TO ACCOMPLISH

  • Disconnect all existing accounts
  • Create dump of Connec!™ and filter
  • Create dump of MaestranoHub and filter
  • If on-premise connectors: create dump and filter; otherwise: Connectors: rename tenant
  • Destroy or freeze existing customers on Maestrano Environment