On-Prem Implementation Checklist
IDM Implementation Team Checklist
# | Activity |
---|---|
1 | Confirm scope (On-Premise or SaaS) and schedule (4-6 weeks) with the Sales team |
2 | Coordinate and schedule a project kick-off meeting
|
3 | Setup up a collaboration space for Clients and provide access. Space will have the following information-
|
4 | Schedule weekly progress check-ins. |
5 | Schedule working session meetings. |
Client Checklist
# | Activity | Notes | Links |
---|---|---|---|
1 | Review the installation steps. | ||
2 | Acquire the required servers/infrastructure (Dev/Test Environment) | ||
3 | Follow IDM On-line Registration/Setup steps | ||
4 | Complete IDM installation steps | ||
5 | Complete IDM Setup Steps in Dev/Test Environment
| ||
6 | Upload users through bulk upload | ||
7 | Onboard IDM as a disconnected target system Roles:
| ||
8 | Onboard LDAP as a connected target system | ||
9 | Testing for LDAP | ||
10 | Reconcile all accounts into groups in LDAP | ||
11 | Onboard HR or other applications connected Application | ||
12 | Assign test Users IDM Roles |