1. Versions and hosting servers.
Greentree
Versions and hosting servers.

2. 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

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

4. Infrastructure

5. 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

6. 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

7. 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

8. 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

9. 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).
Click on the item called Greentree Login.