{"id":2928,"date":"2024-07-01T15:22:23","date_gmt":"2024-07-01T12:22:23","guid":{"rendered":"https:\/\/www.collectionpro.fi\/ohjeet\/system-deployment-workflow\/"},"modified":"2025-06-17T15:27:48","modified_gmt":"2025-06-17T12:27:48","slug":"system-deployment-workflow","status":"publish","type":"ht_kb","link":"https:\/\/www.collectionpro.fi\/en\/help\/system-deployment-workflow\/","title":{"rendered":"System deployment workflow"},"content":{"rendered":"\n<p>This guide describes what information is needed when starting a new project and in what order CollectionPro should be configured. It serves as a practical checklist for project planning and execution. <\/p>\n\n<h2 class=\"wp-block-heading\">Information Collection<\/h2>\n\n<p>At the beginning of the project, it is important to collect the following information from the customer or users:<\/p>\n\n<ul class=\"wp-block-list\">\n<li><strong>Data model<\/strong> \u2013 What fields are needed?<\/li>\n\n\n\n<li><strong>Permissions<\/strong> \u2013 What user groups and permissions are needed?<\/li>\n\n\n\n<li><strong>Installation<\/strong> \u2013 How much data is there?<\/li>\n\n\n\n<li><strong>Migration<\/strong> \u2013 Is there any existing data that needs to be imported?<\/li>\n<\/ul>\n\n<h3 class=\"wp-block-heading\">Defining the data model<\/h3>\n\n<p>The data model determines what kind of fields are used in the system. At a minimum, you will need: <\/p>\n\n<ul class=\"wp-block-list\">\n<li><strong>Field name<\/strong> \u2013 How do we name the field?<\/li>\n\n\n\n<li><strong>Field Type<\/strong> \u2013 Single Line, Multiline, List, Date, Number, File Upload?<\/li>\n\n\n\n<li><strong>Multiple fields<\/strong> \u2013 Can a field appear more than once?<\/li>\n\n\n\n<li><strong>List type<\/strong> \u2013 Simple or hierarchical list?<\/li>\n<\/ul>\n\n<p><a href=\"https:\/\/www.collectionpro.fi\/en\/help\/data-fields\/\" data-type=\"ht_kb\" data-id=\"906\">\ud83d\udcd6 Read more about the field types here.<\/a><\/p>\n\n<h4 class=\"wp-block-heading\">Additional recommended information:<\/h4>\n\n<ul class=\"wp-block-list\">\n<li>Required fields<\/li>\n\n\n\n<li>Multilingualism<\/li>\n\n\n\n<li>Fields for default, text, and table views<\/li>\n\n\n\n<li>Fields for full-text and advanced search<\/li>\n\n\n\n<li>Filters<\/li>\n\n\n\n<li>Separators<\/li>\n\n\n\n<li>Preview images<\/li>\n\n\n\n<li>Metadata mapping (e.g., from files to objects)<\/li>\n<\/ul>\n\n<h3 class=\"wp-block-heading\">Manage access rights<\/h3>\n\n<p>Planning user groups and rights is a key part of the project. Required information: <\/p>\n\n<ul class=\"wp-block-list\">\n<li>Group names and roles<\/li>\n\n\n\n<li>Group-specific permissions<\/li>\n\n\n\n<li>Authentication solutions (e.g. SSO)<\/li>\n\n\n\n<li>Tags and workflows<\/li>\n\n\n\n<li>Pool names and permissions<\/li>\n\n\n\n<li>Should we allow:\n<ul class=\"wp-block-list\">\n<li>Anonymous access?<\/li>\n\n\n\n<li>Self-registration?<\/li>\n\n\n\n<li>Sharing collections?<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n<p><a href=\"https:\/\/www.collectionpro.fi\/en\/help\/access-rights-concept\/\" data-type=\"ht_kb\" data-id=\"1043\">\ud83d\udcd6 Learn more about permissions here.<\/a><\/p>\n\n<h3 class=\"wp-block-heading\">Installation (if on-premises)<\/h3>\n\n<p>If the system is installed locally, you will need the following information:<\/p>\n\n<ul class=\"wp-block-list\">\n<li>The size of the storage (e.g. S3, disk)<\/li>\n\n\n\n<li>Estimated number of files<\/li>\n\n\n\n<li>URL for the user interface<\/li>\n\n\n\n<li>Authentication solutions (e.g. LDAP, SSO)<\/li>\n<\/ul>\n\n<h3 class=\"wp-block-heading\">Migration<\/h3>\n\n<p>If you&#8217;re not starting from scratch, map out the structure of your existing data and aquire the following information:<\/p>\n\n<ul class=\"wp-block-list\">\n<li>What data is imported?<\/li>\n\n\n\n<li>From which system?<\/li>\n\n\n\n<li>How do the fields match?<\/li>\n\n\n\n<li>Are conversions or merging required?<\/li>\n<\/ul>\n\n<h3 class=\"wp-block-heading\">Testing and validation<\/h3>\n\n<p>Before going into production, it is important to test the functionality of the system:<\/p>\n\n<ul class=\"wp-block-list\">\n<li>Is the data model correctly defined and functional?<\/li>\n\n\n\n<li>Do the permissions work as expected for different user groups?<\/li>\n\n\n\n<li>Are you able to upload, search, and preview files?<\/li>\n\n\n\n<li>Has the migration been successful and the data mapped correctly?<\/li>\n<\/ul>\n\n<p><strong>Hint:<\/strong> Create test users with different roles and test UI views and functionality through them.<\/p>\n\n<h3 class=\"wp-block-heading\">Documentation and training<\/h3>\n\n<p>A well-documented system enables easy operation and maintenance:<\/p>\n\n<ul class=\"wp-block-list\">\n<li>Create instructions for users (e.g. file upload, search, metadata editing)<\/li>\n\n\n\n<li>Document the data model and permissions<\/li>\n\n\n\n<li>Organize training or user guidance<\/li>\n<\/ul>\n\n<h3 class=\"wp-block-heading\">Maintenance and further development<\/h3>\n\n<p>Once the project is completed, it is also good to plan continuous development:<\/p>\n\n<ul class=\"wp-block-list\">\n<li>How is feedback collected from users?<\/li>\n\n\n\n<li>Who is responsible for maintenance and updates (on-premises)?<\/li>\n\n\n\n<li>Will new fields, views or integrations be needed in the future?<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>This guide describes what information is needed when starting a new project and in what order CollectionPro should be configured. It serves as a practical checklist for project planning and execution. Information Collection At the beginning of the project, it is important to collect the following information from the customer or users: Defining the data&#8230;<\/p>\n","protected":false},"author":2,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[78],"ht-kb-tag":[],"class_list":["post-2928","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-tutorials"],"_links":{"self":[{"href":"https:\/\/www.collectionpro.fi\/en\/wp-json\/wp\/v2\/ht-kb\/2928"}],"collection":[{"href":"https:\/\/www.collectionpro.fi\/en\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/www.collectionpro.fi\/en\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/www.collectionpro.fi\/en\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.collectionpro.fi\/en\/wp-json\/wp\/v2\/comments?post=2928"}],"version-history":[{"count":1,"href":"https:\/\/www.collectionpro.fi\/en\/wp-json\/wp\/v2\/ht-kb\/2928\/revisions"}],"predecessor-version":[{"id":2929,"href":"https:\/\/www.collectionpro.fi\/en\/wp-json\/wp\/v2\/ht-kb\/2928\/revisions\/2929"}],"wp:attachment":[{"href":"https:\/\/www.collectionpro.fi\/en\/wp-json\/wp\/v2\/media?parent=2928"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/www.collectionpro.fi\/en\/wp-json\/wp\/v2\/ht-kb-category?post=2928"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/www.collectionpro.fi\/en\/wp-json\/wp\/v2\/ht-kb-tag?post=2928"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}