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

Provision infrastructure account (see: Provision a new infrastructure account)
Provision URLs and SSL certificates for related URLs (see: Create SSL Certificate via GoDaddy)

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

Define a list of applications you want on your marketplace and your different tenants (see: Maestrano Application Catalogue)

TASKS TO ACCOMPLISH

Check that the application is managed by developers.maestrano.com
Check the type of integration (Connec! - Connectors, Cloud - Connectors, Third Party Cloud Application, Hosted App) and see below specific elements needed and actions to take
From developers.maestrano.com, link the application + default environment to the new marketplace (see: Configure and test your technical integration#2.3Linkanenvironmenttoamarketplace)
From the platform's MNOHub, link the environment to the requested tenant(s) (see: Manage a marketplace with the developer platform)

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

If on premise:
- Add a new environment on developers.maestrano.com for this application (see: Configure and test your technical integration#2.1Createanenvironment)
- Deploy connectors on Nex! specific instance (see: Deploying a Connector)

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

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