Hybrid environment installation checklist
For the installation of the hybrid environment to occur correctly, we recommend carrying out the steps below, according to theauthentication type and with the solutions used that need to be implemented on the senior X Platform, before the environment enablement process, in the order that is being suggested.
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Observation
If the customer is not aware of enabling the platform (login.senior.com.br), the authentication and synchronization configuration process can be carried out using the documented guidelines for the senior X Platform User Manual. However, it is recommended to hire IT Services.
Description of items
- Order: for implementation to occur successfully, it is essential that the order shown in the checklist is followed;
- Stage: steps in the environment installation process;
- Procedure: requirement to carry out the installation;
- Responsible: fill in the name of the person responsible for checking whether the requirement is being met.
Senior User Manager Authentication
| Stage | Procedure | Responsible | |
|---|---|---|---|
| 1 | Prepare Senior public cloud | Create the tenant and import the digital certificate. Request throughSara, Senior's virtual assistant. | devOps |
| two | Integrator | Install the Integrator through the Installer together with the Senior system (hybrid environment) and configure the tenant username and password entered after its creation. If hired additionally, request allocation of the consultant for IT Services (SAR) service administration. |
IT Services - Consulting |
| 3 | System-to-platform data load | Load system data onto the senior X Platform. If hired additionally, request allocation of the consultant for IT Services (SAR) service administration. |
Product implementation consultancy |
| 4 | User load on senior X Platform | Load users. If hired additionally, request allocation of the consultant for IT Services (SAR) service administration. |
IT Services - Consulting |
| 5 | Logos and colors | Configure the layout (logos and colors) from senior X Platform. If hired additionally, request allocation of the consultant for IT Services (SAR) service administration. |
IT Services - Consulting |
| 6 | Implementation of modules |
Configure business rules in products. Add and/or remove modules using theSara, informing the Tenant's data. |
Product implementation consultancy |
ADFS authentication
Important
LDAP and SAML authentication settings may vary depending on the software used. Therefore, contact the IT Services - Consulting area to carry out the necessary configurations.
| Stage | Procedure | Responsible | |
|---|---|---|---|
| 1 | Active Directory | Install Active Directory. Perform this procedure only if the customer does not have this service installed in their infrastructure. If hired additionally, request allocation of the consultant for IT Services (SAR) service administration. |
IT Services - Consulting |
| two | Senior User Manager Authentication with AD | Configure authentication via LDAP in the SGU, keeping the name of SGU users the same as in AD. It is essential that the customer has an AD installed and working correctly. If you do not have one and/or the SGU users are the same as the AD, Senior IT, through a service proposal, can install the Active Directory service. If hired additionally, request allocation of the consultant for IT Services (SAR) service administration. |
IT Services - Consulting |
| 3 | Prepare Senior public cloud | Create the tenant and import the digital certificate. Request viaSara, Senior's virtual assistant. | devOps |
| 4 | Configuring and publishing ADFS to AD | Enable ADFS in the customer's AD and pass the URL for configuration on the platform. This procedure must only be carried out if the customer chooses to contract the service. Otherwise, it must be performed by the client itself. If hired additionally, request allocation of the consultant for IT Services (SAR) service administration. |
IT Services - Consulting |
| 5 | Senior X Platform configuration for ADFS access | Configure authentication via ADFS on the platform. No synchronization or user load required. This process is done automatically by the protocol used. Open a ticket to Senior IT to carry out this procedure. If hired additionally, request allocation of the consultant for IT Services (SAR) service administration. |
IT Services - Consulting |
| 6 | System-to-platform data load | Load system data onto the senior X Platform. Request allocation of the consultant for IT Services (SAR) service administration. |
Product implementation consultancy |
| 7 | Logos and colors | Configure the layout (logos and colors) from senior X Platform. If hired additionally, request allocation of the consultant for IT Services (SAR) service administration. |
IT Services - Consulting |
| 8 | Implementation of modules |
Configure business rules in products. Add and/or remove modules using theSara, informing the Tenant's data. |
Product implementation consultancy |
