Versions and hosting servers.

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Presentation transcript:

Versions and hosting servers. Greentree Versions and hosting servers.

Agenda Status update on Upgrade – Kevin Current environment and modules – Ashleigh Potential for IAAS and SAAS – Sam Support and escalation model – Tony General discussion - All

Contents Infrastructure - Kevin Roles and Responsibilities Ongoing Work Current Systems System Guide Requirements New User Access

Infrastructure

Roles and Responsibilities Technical Services with External Vendors Greentree Administrator System backup and restore Modules installation Pack and system upgrade Operating system maintenance Change management Application security administration Data management

Technical Services Ongoing Work Webpayment installation CAMAPP17 3 party effort – Jubbly+Star+Technical Services CAMAPP15 Upgrade Reduce number of Greentree Instances to manage Monthly Maintenance Disk utilisation AH data

Current Systems SYSTEM GT Module Primary User Backup User Owner System Guide Approved? IT Assets CRM Assets IT Team servicedesk Service Desk Yes PROPERTIES   Titles Eileen Chalmers Margie Dermot Cannon Leases Bridgit Lazarro PBFC  Jan Cherry Buildings Chris Young DOMIS HR Human Resources Alina Tsakonas Josie Hatton VG Office Domis Clergy Domis WWC Ciel Neenan Domis Police Check Service Requests CRM Service Requests Tony Reid General Ledger Sam Botoulas Accounts Payable Accounts Receivables Cash Management Job Cost Inventory Sales Orders Donations Counter Sales Contracts TCC Invoicing TCC Building Services Martin Green Karen Crook Shane McKinley Parish Development Linda Stephens Julie Owens

System Guide Requirements Supported systems must have the following documented: All books to include:   Date Printed Page Numbers Large Headers and Small headers on content pane Introduction  Purpose of the System Security/ownership  Who is the System owner i.e Head of Department New User Access  How does a user access this/who approves Process (how to of the book)  Step by step instructions. Technical Setup including: Trees and UDFs Customisations Desktops for each team using the module How Reports are created/edited Reports Training including: Course Outline Trainer Notes Exercises Evaluation Form Support  Service desk vs Enhancements

New User Access With head of department permission, the following form has been created for users to fill out to request system access through the Greentree Administrator (Sam). http://sharepoint.cam.org.au/share/_layouts/viewlsts.aspx?BaseType=4 Click on the item called Greentree Login.