Cayosoft Administrator Quick Start Package
 

Overview

The service offering supports The Customer by helping them install, configure, test, and validate Cayosoft Administrator.

This offering includes 7 blocks:

• Project Kick-off and Requirements
• Installation
• Basic Configuration
• Advanced Configuration
• Validation and Testing
• Knowledge Transfer
• Processional Services Closure

 

Outcomes

The service offering ensures efficient and timely placement of Administrator, with subject matter experts assisting to get Administrator up and running for your IT team to start to utilize the base features of Administrator.

Benefits:

• Best practices installation of Administrator
• Base configuration for Administrator
• Review of Requirements/Rules and the implementation of limited Rules
• Validation of implemented Rules
• Knowledge Transfer

 

Phases

Project Kick-off and Requirements

Cayosoft will work with The Customer to review the scope of work to validate the desired outcome of the installation of Administrator.

Potential topics to disucss and determine as part of this kick off:

Delegation Model

User LifeCycle Process (Automation and Suspend/Undo Suspend)

Group Management (Dynamic Groups and Restricted Groups)

AD Reports

Web Portal Customization

Self-Service

***Based on the time allotment for the project, Cayosoft may only be able to implement a portion of the specific configuration request.***

Installation

Cayosoft will work with The Customer to install Administrator on the designated server and configure the base installation for Administrator.

Basic Configuration

• Create 1 Virtual Admin Unit
• Create 1 Reporting Rule
• Create 1 Dynamic Group
• Create 1 Restricted Group
• Create a sample New User Automation Process
• Review Delegation Model – Setup Global Administrators and Delegate to 1 Virtual Admin Unit
• Create Attribute Policy for New User and Properties Web Action
• Web Portal Customizations (Authentication, Vanity Images/URL)
• Email Configuration (Exchange Online or SMTP)

 Advanced Configuration

Cayosoft will work with The Customer to create the rules, reports, configurations, and automation that were defined as part of the Project Kick-off, based on the ability to finish, validate and test, within the project timeline.

Validation and Testing

Cayosoft will work with The Customer to validate the  implemented configurations to ensure they are working as intended. 

***This may require the Customer to create test Users, assign licenses, and create test groups***.

Knowledge Transfer

Cayosoft will work with The Customer to review and walk through their Administrator installation, going over the customizations and basic functionality of the product, allowing The Customer to be able to utilize Administrator. .  This knowledge transfer can also extend to a session with Service Desk/HelpDesk staff and not just the Administrators as time permitted or as needed.

Professional Services Closure

Cayosoft will do a final product review with The Customer; finalize any knowledge transfer and questions that are outstanding (time permitted); direct The Customer to the Support Website for future assistance; and  mark the Professional Services engagement complete. .

 

Assumptions and Prerequisites

The Customer agrees to cooperate with Cayosoft on the delivery of the Administrator product and has completed all the basic requirements prior to the Cayosoft Subject Matter Expert engaging in the project.  These requirements include but are not limited to:

• The needed accounts are created and permissioned for Administrator.
• Servers have been provisioned and patched.
• Network Ports to essential services have been opened.
• Access for the Cayosoft Subject Matter Expert has been created and is in place.
• The Customer’s Resources will be available for questions and decision making as needed.
• Blocks are scheduled for 1 or 2 -hour intervals.
• Blocks may change as requirements and desired outcomes are defined.