Sun Java System Portal Server 7.1 Deployment Planning Guide

Portal Design Task List

Table C–8 lists the major portal deployment phases and design tasks. Use this task list to help develop your portal project plan.

Though these tasks will vary depending on your organization and the scale of each deployment, the worksheet represents the most common phases and tasks encountered.

This table consists of two columns. The first column presents the major tasks. The second column presents the subtasks for each major task.

Table C–8 Design Task List


Major Phases and Tasks	Subtasks
1. Project Start and Coordination
Project Planning	Perform general project management
Project Plan Review	Review pre-implementation Review business requirements Review technical requirements Review architectural documents Review hardware and infrastructure
Coordinate Resources	Identify skills required Identify resources Schedule resources Assemble project team members Review work plan with project team members
Define Requirements	Collect business requirements Summarize requirements Confirm functional requirements Collect technical requirements Summarize technical requirements Confirm technical requirements Prepare combined requirements document Deliver requirements
2. Design
Develop Solution Architecture	Design software architecture Design server topology Document architecture
Develop Portal Integration	Understand system integration approach Define container and channel layout Define content aggregation Define SSO approach Develop custom Netlet and authentication modules
User Interface Design	Prepare or modify user interface design Develop or update screen specifications Review and approve user interface model
Directory Design	Data design Schema design Directory tree design Topology design Replication design Security design Tuning and optimizations Operations and decisions
3. Develop and Integrate
Install Software for Testing Environments	Install supporting Directory Server Install appropriate Web Container (Application Server or Web Server) Install Access Manager Install Sun Java System Portal Server software and optionally Secure Remote Access software (install appropriate supporting software) Install other software Configure server software Test server software components Document test findings
Install Server Software for Development Environment	Install supporting Directory Server Install appropriate Web Container (Application Server or Web Server) Install Access Manager Install Portal Server and optionally Portal Server Secure Remote Access Install other software Configure server software Test server software components Document test findings
Software Configuration	Apply specific software configuration requirements Create product configuration matrix
Portal Server, Application Server, and Other Software Modifications	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
LDAP Directory Setup	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
Legacy Software Integration (such as PeopleSoft, SAP)	Perform integration Prepare package integration test plan Perform integration test Produce package integration test results
Reporting	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
Test	Establish test plan
Plan User Acceptance Test	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
Conduct User Acceptance Test	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
Conduct Integration and System Test	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
4. Deployment Production
Confirm Approach	Review with stakeholders and establish implementation locations and configurations Develop implementation approach Repeat appropriate tasks from development hardware and software installation
Review and Update Deployment	Review existing documentation of results of tests Validate scope, objectives, and critical success factors Update deployment approach Review and approve deployment
Implement Deployment	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
Training	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
Document Portal	Create a “run book” for system administrators