Updated based on tech review

This commit is contained in:
LizRoss
2017-05-23 12:19:13 -07:00
parent 7bccc3c610
commit 52700328ee
4 changed files with 38 additions and 34 deletions

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@ -21,8 +21,36 @@ ms.sitesec: library
The **Settings** page lets anyone with Administrator rights set up groups and roles, set up the Enterprise Mode Site List Portal environment, and choose the freeze dates for production changes. The **Settings** page lets anyone with Administrator rights set up groups and roles, set up the Enterprise Mode Site List Portal environment, and choose the freeze dates for production changes.
## Use the Environment settings area
This area lets you specify the location of your production and pre-production environments, where to store your attachments, your settings location, and the website domain for email notifications.
**To add location info**
1. Open the Enterprise Mode Site List Portal and click the **Settings** icon in the upper-right area of the page.
The **Settings** page appears.
2. In the **Environment settings** area of the page, provide the info for your **Pre-production environment**, your **Production environment**, your **Attachments location**, your **Settings location**, and your **Website domain for email notifications**.
3. Click **Credentials** to add the appropriate domain, user name, and password for each location, and then click **OK**.
## Use the Freeze production changes area
This optional area lets you specify a period when your employees must stop adding changes to the current Enterprise Mode Site List. This must include both a start and an end date.
**To add the start and end dates**
1. Open the Enterprise Mode Site List Portal and click the **Settings** icon in the upper-right area of the page.
The **Settings** page appears.
2. In the **Freeze production changes** area of the page, use the calendars to provide the **Freeze start date** and the **Freeze end date**. Your employees can't add apps to the production Enterprise Mode Site List during this span of time.
3. Click **Save**.
## Use the Group and role settings area ## Use the Group and role settings area
This area lets you add or edit your Group info, along with letting you pick which roles must be Approvers for the group. After you set up your email credentials, you'll be able to add or edit your Group info, along with picking which roles must be Approvers for the group.
**To add a new group and determine the required change request Approvers** **To add a new group and determine the required change request Approvers**
1. Open the Enterprise Mode Site List Portal and click the **Settings** icon in the upper-right area of the page. 1. Open the Enterprise Mode Site List Portal and click the **Settings** icon in the upper-right area of the page.
@ -60,29 +88,3 @@ This area lets you add or edit your Group info, along with letting you pick whic
You can change the name of this role by clicking the pencil icon and providing a new name in the **Edit role name** box. You can change the name of this role by clicking the pencil icon and providing a new name in the **Edit role name** box.
- **Administrator.** All employees in the selected group must get change request approval by someone assigned this role. - **Administrator.** All employees in the selected group must get change request approval by someone assigned this role.
## Use the Environment settings area
This area lets you specify the location of your production and pre-production environments, where to store your attachments, your settings location, and the website domain for email notifications.
**To add location info**
1. Open the Enterprise Mode Site List Portal and click the **Settings** icon in the upper-right area of the page.
The **Settings** page appears.
2. In the **Environment settings** area of the page, provide the info for your **Pre-production environment**, your **Production environment**, your **Attachments location**, your **Settings location**, and your **Website domain for email notifications**.
3. Click **Credentials** to add the appropriate domain, user name, and password for each location, and then click **OK**.
## Use the Freeze production changes area
This optional area lets you specify a period when your employees must stop adding changes to the current Enterprise Mode Site List. This must include both a start and an end date.
**To add the start and end dates**
1. Open the Enterprise Mode Site List Portal and click the **Settings** icon in the upper-right area of the page.
The **Settings** page appears.
2. In the **Freeze production changes** area of the page, use the calendars to provide the **Freeze start date** and the **Freeze end date**. Your employees can't add apps to the production Enterprise Mode Site List during this span of time.
3. Click **Save**.

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@ -129,7 +129,7 @@ Create a SQL Server database and run our custom query to create the Enterprise M
5. Leave all default values for the database files, and then click **OK**. 5. Leave all default values for the database files, and then click **OK**.
6. Open the **DatabaseScripts/Create DB Tables/1_CreateEMIETables.sql** query file. 6. Open the **DatabaseScripts/Create DB Tables/1_CreateEMIETables.sql** query file, located in the deployment directory.
7. Replace the database name placeholder with the database name you created earlier. For example, _EMIEDatabase_. 7. Replace the database name placeholder with the database name you created earlier. For example, _EMIEDatabase_.
@ -154,7 +154,7 @@ Map your ApplicationPoolIdentity to your database, adding the db_owner role.
- **Local SQL Server instance.** If you have a local SQL Server instance, where IIS and SQL Server are on the same server, type the name of your Application Pool. For example, _IIS AppPool\EMIEWebAppPool_. - **Local SQL Server instance.** If you have a local SQL Server instance, where IIS and SQL Server are on the same server, type the name of your Application Pool. For example, _IIS AppPool\EMIEWebAppPool_.
- **Remote SQL Server instance.** If you have a remote SQL Server instance, where IIS and SQL Server are on the same server, type `Domain\ServerName$`. <!-- is this literal or placeholder text? --> - **Remote SQL Server instance.** If you have a remote SQL Server instance, where IIS and SQL Server are on different servers, type `Domain\ServerName$`.
> [!IMPORTANT] > [!IMPORTANT]
> Don't click **Search** in the **Login name** box. Login name searches will resolve to a ServerName\AppPool Name account and SQL Server Management Studio won't be able to resolve the account's virtual Security ID (SID). > Don't click **Search** in the **Login name** box. Login name searches will resolve to a ServerName\AppPool Name account and SQL Server Management Studio won't be able to resolve the account's virtual Security ID (SID).

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@ -44,13 +44,13 @@ Admins can assign roles to employees for the Enterprise Mode Site List Portal, a
|Role assignment |Available actions | |Role assignment |Available actions |
|----------------|------------------| |----------------|------------------|
|Requester |<ul><li>Create a change request</li><br><br><li>Validate changes in the pre-production environment</li><br><br><li>Rollback pre-production and production changes in case of failure</li><br><br><li>Send approval requests</li><br><br><li>View own requests</li><br><br><li>Sign off and close own requests</li></ul> | |Requester |<ul><li>Create a change request</li><br><br><li>Validate changes in the pre-production environment</li><br><br><li>Rollback pre-production and production changes in case of failure</li><br><br><li>Send approval requests</li><br><br><li>View own requests</li><br><br><li>Sign off and close own requests</li></ul> |
|Approver<br><br>(includes the App Manager and Group Head roles) |<ul><li>Approve requests</li><br><br><li>Validate changes in the pre-production environment</li><br><br><li>Rollback pre-production and production changes in case of failure</li><br><br><li>Send approval requests</li><br><br><li>View own requests</li><br><br><li>Sign off and close own requests</li></ul> | |Approver<br><br>(includes the App Manager and Group Head roles) |<ul><li>All of the Requester actions, plus:</li><br><br><li>Approve requests</li></ul> |
|Administrator |<ul><li>Add employees to the portal</li><br><br><li>Assign employee roles</li><br><br><li>Approve registrations to the portal</li><br><br><li>Configure portal settings (for example, determine the freeze schedule, determine the pre-production and production XML paths, and determine the attachment upload location)</li><br><br><li>Use the standalone Enterprise Mode Site List Manager page</li><br><br><li>View reports</li><br><br><li>Approve requests</li><br><br><li>Validate changes in the pre-production environment</li><br><br><li>Rollback pre-production and production changes in case of failure</li><br><br><li>Send requests for approval</li><br><br><li>View requests</li><br><br><li>Sign off and close requests</li></ul> | |Administrator |<ul><li>All of the Requester and Approver actions, plus:</li><br><br><li>Add employees to the portal</li><br><br><li>Assign employee roles</li><br><br><li>Approve registrations to the portal</li><br><br><li>Configure portal settings (for example, determine the freeze schedule, determine the pre-production and production XML paths, and determine the attachment upload location)</li><br><br><li>Use the standalone Enterprise Mode Site List Manager page</li><br><br><li>View reports</li></ul> |
## Enterprise Mode Site List Portal workflow by employee role ## Enterprise Mode Site List Portal workflow by employee role
The following workflow describes how to use the Enterprise Mode Site List Portal. The following workflow describes how to use the Enterprise Mode Site List Portal.
1. [The Requester submits a change request for an app](create-change-request-enterprise-mode-portal.md)<!--Should Step 1 be to view apps to see if they're on the production list?--> 1. [The Requester submits a change request for an app](create-change-request-enterprise-mode-portal.md)
2. [The Requester tests the change request info, verifying its accuracy](verify-changes-preprod-enterprise-mode-portal.md) 2. [The Requester tests the change request info, verifying its accuracy](verify-changes-preprod-enterprise-mode-portal.md)
@ -66,6 +66,8 @@ The following workflow describes how to use the Enterprise Mode Site List Portal
- [Workflow-based processes for employees using the Enterprise Mode Site List Portal](workflow-processes-enterprise-mode-portal.md) - [Workflow-based processes for employees using the Enterprise Mode Site List Portal](workflow-processes-enterprise-mode-portal.md)
- [How to use the Enterprise Mode Site List Manager tool or page](use-the-enterprise-mode-site-list-manager.md)
- [Enterprise Mode Site List Portal source code](https://github.com/MicrosoftEdge/enterprise-mode-site-list-portal) - [Enterprise Mode Site List Portal source code](https://github.com/MicrosoftEdge/enterprise-mode-site-list-portal)
- [Enterprise Mode and the Enterprise Mode Site List](what-is-enterprise-mode.md) - [Enterprise Mode and the Enterprise Mode Site List](what-is-enterprise-mode.md)

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@ -37,5 +37,5 @@ The Requester tests the changes in the production environment and then goes back
3. The Requester clicks **Roll back** to roll back the changes in the production environment. 3. The Requester clicks **Roll back** to roll back the changes in the production environment.
After the Requester rolls back the changes, the request is automatically handled in the production environment site list. After the Requester rolls back the changes, the request is automatically handled in the production and pre-production environment site lists.