Onboarding Technical Set Up Meeting
Overview
Get started with Stracl.
This article contains a list detailing the technical topics that need to be discussed so that Stracl can be effectively used in your organization.
Please review this list, read the associated articles, and take appropriate actions to start off using Stracl. The sequence of the steps may be adjusted for your needs. Main topics and additional topics listed should be discussed and actions agreed.
Main Topics
Set up and test Stracl SaaS Single Sign On (SSO).
Stracl IT will provide Stracl SAML Meta-data file
Learn more Single Sign On (SSO)Technical Overview
Set up and update customer-instance Stracl organizational data. Options include manual import or REST API.
How you import your org data should be discussed with your internal customer. The choice of the org data importation will be a customer decision between the business and IT.
Learn more Lesson 7: Import Data Spreadsheets into Stracl
Learn more Implementing Stracl REST API to Load and Update Org Data
Set up and test Stracl Webapp Single Sign On (SSO).
Stracl IT will provide Stracl SAML Meta-data file
Learn more Single Sign On (SSO)Technical Review Overview
Review customer emergency contact and communication escalation process.
Confirm customer key contacts for technical issues.
Review Customer Support policy
The customer support can be located under Stracl user menu. It explains how to request support in the event of technical issues, and the data backup policy.
Additional Topics
These topics can be addressed at the Onboarding Technical Set Up Meeting or deferred to the Onboarding Application Configuration Meeting.
The customer can choose which topics they would like to cover based on the meeting.
Set up the primary Stracl admin user (user security).
Learn more Lesson 2: Stracl Set Up Process Overview
Set up initial Project for testing and quality assurance purposes.
What Stracl Dynamic Labels need to be changed?
Learn more Lesson 6: Customize Dynamic Labels
What Stracl Initial Filters need to be set up?
Learn more Lesson 7: Add and Edit Filters
Is there is any existing data that needs to be uploaded? Examples include stakeholder analysis, existing communication plans, or change impacts.
Learn more Lesson 7: Import Data Spreadsheets into Stracl
Training - see Stracl resource center
Any customer-specific technical security requests?
How to book admin training