Table E-8 Design Task List (1 of 7)
Major Phases and Tasks
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Subtasks
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1. Project Start and Coordination
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Project Planning
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Project Plan Review
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- Review pre-implementation
- Review business requirements
- Review technical requirements
- Review architectural documents
- Review hardware and infrastructure
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Coordinate Resources
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- Identify skills required
- Identify resources
- Schedule resources
- Assemble project team members
- Review work plan with project team members
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Define Requirements
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- Collect business requirements
- Summarize requirements
- Confirm functional requirements
- Collect technical requirements
- Summarize technical requirements
- Confirm technical requirements
- Prepare combined requirements document
- Deliver requirements
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2. Design
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Develop Solution Architecture
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Develop Portal Integration
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- Understand system integration approach
- Define container and channel layout
- Define content aggregation
- Define SSO approach
- Develop custom Netlet and authentication modules
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User Interface Design
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- Prepare or modify user interface design
- Develop or update screen specifications
- Review and approve user interface model
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Directory Design
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- Design organizations, suborganizations, roles, and users
- Define privileges
- Review shared data requirements
- Establish data transfer protocols
- Create temporary or intermediate tables
- Test temporary or intermediate tables
- Document design approach
- Deliver design document
- Obtain appropriate stakeholder and organizational consensus
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3. Develop and Integrate
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Install Software for Testing and Development Environments
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- Install Sun Java System Portal Server software and optionally Sun Java System Portal Server Secure Remote Access software (install appropriate supporting software)
- Install application server, if needed
- Install other software
- Configure server software
- Test server software components
- Document test findings
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Install Server Software for Development Environment
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- Install Portal Server and optionally Sun Java System Portal Server Secure Remote Access
- Install application server, if needed
- Install other software
- Test server software components
- Document test findings
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Software Configuration
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- Apply specific software configuration requirements
- Create product configuration matrix
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Sun Java System Portal Server, Sun Java System Application Server, and Other Software Modifications
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- Review your organization’s requirements and expectations
- Establish modifications for software
- Establish methods for software modifications
- Create software modification plan
- Design software modifications
- Establish software modification teams
- Create modifications
- Test modifications
- Obtain appropriate stakeholder and organizational review and approval of modifications
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LDAP Directory Setup
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- Confer with stakeholders to establish proper schema
- Establish modifications for software
- Establish methods for software modifications
- Create software modification plan
- Design software modifications
- Establish software modification teams
- Create schema
- Set up LDAP
- Receive and verify data
- Modify mapping as required for LDAP
- Establish data update methods
- Test directory
- Create client user documentation for update methods
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Legacy Software Integration (such as PeopleSoft, SAP)
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- Perform integration
- Prepare package integration test plan
- Perform integration test
- Produce package integration test results
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Reporting
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- Establish reporting requirements for organization
- Create reporting plan
- Establish reporting team
- Design reports
- Create reports
- Test reports
- Review reports with customer
- Provide information and training on report tool
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Test
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Plan User Acceptance Test
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- Identify user acceptance test manager
- Develop user acceptance test strategy and procedures
- Review strategy and procedures with customer
- Obtain approval for strategy and procedures
- Develop user acceptance test roles and responsibilities
- Obtain integration test scenarios
- Review test conditions and acceptance criteria and revise
- Develop user acceptance test schedule
- Prepare acceptance test log and update with scenario test assignments
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Conduct User Acceptance Test
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- Execute user acceptance test
- Identify and document user acceptance test discrepancies
- Resolve user acceptance test discrepancies
- Re-execute user acceptance tests and track user acceptance test progress
- Catalog and prioritize known limitations and process improvement opportunities identified during testing
- Review test results with quality assurance advisors, summarize and communicate results to stakeholders
- Obtain acceptance test approval from stakeholders
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Conduct Integration and System Test
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- Ensure establishment of integration test environment
- Identify test team and assign test scenario ownership
- Train team on integration test procedures, roles, and responsibilities
- Review and revise integration test execution schedule, as required
- Execute integration test
- Identify and document integration test discrepancies
- Resolve integration test discrepancies and document
- Identify required modifications (such as configuration enhancements, interfaces, reports)
- Re-execute integration tests
- Update as required
- Track test progress
- Obtain test approval
- Summarize and communicate results to stakeholders
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4. Deployment Production
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Confirm Approach
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- Review with stakeholders and establish implementation locations and configurations
- Develop implementation approach
- Repeat appropriate tasks from development hardware and software installation
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Review and Update Deployment
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- Review existing documentation of results of tests
- Validate scope, objectives, and critical success factors
- Update deployment approach
- Review and approve deployment
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Implement Deployment
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- Review and reconcile system operations
- Review organization and system procedures
- Promote to production
- Update current operations
- Revise system release and deployment materials
- Provide transition support
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Training
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- Confirm organization commitment and expectations
- Establish training requirements for all personnel
- Establish training schedules
- Establish training staff
- Prepare materials for training
- Train administrators
- Train maintenance providers
- Capture training feedback
- Incorporate feedback for training improvement
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Document Portal
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