Cloud Migration Steps
This article provides a checklist of steps we work through to migrate your site into the cloud.
Daniel's Tasks
[ ] Using your Database and Data folder, set up your cloud site initially
[ ] On Friday before the go-live date, backup any home page customizations and SAML configuration, then refresh your site with a new backup of your on-premise database, overwriting the previous database we put in the cloud initially, and re-upgrade it
Your Tasks:
[ ] send ZIPPED full backup of your UniversitySite Database and UniversitySite Data folder (usually at c:\inetpub\wwwroot\universitysite\data; please first delete the contents of c:\inetpub\wwwroot\universitysite\data\default\temp\import since it's not needed or used)
[ ] Determine which SAML method you will use for SSO in the cloud
[ ] Configure your chosen SAML SSO for your cloud site using the instructions we provide in the above link [ ] How to Move User Sync to a New Server (JUST user sync, assuming you decommission your UniversitySite server after cloud migration)
[ ] Update Your User Sync Tool and confirm it's working for your cloud site
[ ] OPTIONAL - IF purchasing CLESite configure your user sync for practitioner details
[ ] White list email from our dedicated Sendgrid IP address used with cloud email: 192.254.123.145
[ ] OPTIONAL - Configure email to come from an internal server rather than your cloud site
[ ] OPTIONAL: Work with us or design your own updated custom home page for LearningSite
[ ] Select Go Live Date (?)
[ ] A week before go-live: upload to Daniel a zipped copy of your UniversitySite Data folder (c:\inetpub\wwwroot\universitysite\data)
[ ] On Friday before Go live, (?)
[ ] remove access to your current website
[ ] send ZIPPED full backup of your UniversitySite Database to me which I will use to refresh your site
[ ] stop the UniversitySiteReminderService
[ ] disable or remove the User sync scheduled task
[ ] OPTIONAL - Configure redirect to new cloud site Redirecting your internal site