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Updated based on tech review
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@ -21,8 +21,36 @@ ms.sitesec: library
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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.
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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.
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## Use the Environment settings area
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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.
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**To add location info**
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1. Open the Enterprise Mode Site List Portal and click the **Settings** icon in the upper-right area of the page.
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The **Settings** page appears.
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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**.
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3. Click **Credentials** to add the appropriate domain, user name, and password for each location, and then click **OK**.
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## Use the Freeze production changes area
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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.
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**To add the start and end dates**
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1. Open the Enterprise Mode Site List Portal and click the **Settings** icon in the upper-right area of the page.
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The **Settings** page appears.
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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.
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3. Click **Save**.
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## Use the Group and role settings area
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## Use the Group and role settings area
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This area lets you add or edit your Group info, along with letting you pick which roles must be Approvers for the group.
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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.
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**To add a new group and determine the required change request Approvers**
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**To add a new group and determine the required change request Approvers**
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1. Open the Enterprise Mode Site List Portal and click the **Settings** icon in the upper-right area of the page.
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1. Open the Enterprise Mode Site List Portal and click the **Settings** icon in the upper-right area of the page.
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@ -60,29 +88,3 @@ This area lets you add or edit your Group info, along with letting you pick whic
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You can change the name of this role by clicking the pencil icon and providing a new name in the **Edit role name** box.
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You can change the name of this role by clicking the pencil icon and providing a new name in the **Edit role name** box.
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- **Administrator.** All employees in the selected group must get change request approval by someone assigned this role.
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- **Administrator.** All employees in the selected group must get change request approval by someone assigned this role.
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## Use the Environment settings area
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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.
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**To add location info**
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1. Open the Enterprise Mode Site List Portal and click the **Settings** icon in the upper-right area of the page.
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The **Settings** page appears.
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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**.
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3. Click **Credentials** to add the appropriate domain, user name, and password for each location, and then click **OK**.
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## Use the Freeze production changes area
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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.
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**To add the start and end dates**
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1. Open the Enterprise Mode Site List Portal and click the **Settings** icon in the upper-right area of the page.
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The **Settings** page appears.
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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.
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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
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5. Leave all default values for the database files, and then click **OK**.
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5. Leave all default values for the database files, and then click **OK**.
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6. Open the **DatabaseScripts/Create DB Tables/1_CreateEMIETables.sql** query file.
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6. Open the **DatabaseScripts/Create DB Tables/1_CreateEMIETables.sql** query file, located in the deployment directory.
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7. Replace the database name placeholder with the database name you created earlier. For example, _EMIEDatabase_.
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7. Replace the database name placeholder with the database name you created earlier. For example, _EMIEDatabase_.
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@ -154,7 +154,7 @@ Map your ApplicationPoolIdentity to your database, adding the db_owner role.
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- **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_.
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- **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_.
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- **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$`. <!-- is this literal or placeholder text? -->
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- **Remote SQL Server instance.** If you have a remote SQL Server instance, where IIS and SQL Server are on different servers, type `Domain\ServerName$`.
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> [!IMPORTANT]
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> [!IMPORTANT]
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> 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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> 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
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|Role assignment |Available actions |
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|Role assignment |Available actions |
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|----------------|------------------|
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|----------------|------------------|
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|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> |
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|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> |
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|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> |
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|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> |
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|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> |
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|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> |
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## Enterprise Mode Site List Portal workflow by employee role
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## Enterprise Mode Site List Portal workflow by employee role
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The following workflow describes how to use the Enterprise Mode Site List Portal.
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The following workflow describes how to use the Enterprise Mode Site List Portal.
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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?-->
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1. [The Requester submits a change request for an app](create-change-request-enterprise-mode-portal.md)
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2. [The Requester tests the change request info, verifying its accuracy](verify-changes-preprod-enterprise-mode-portal.md)
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2. [The Requester tests the change request info, verifying its accuracy](verify-changes-preprod-enterprise-mode-portal.md)
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@ -66,6 +66,8 @@ The following workflow describes how to use the Enterprise Mode Site List Portal
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- [Workflow-based processes for employees using the Enterprise Mode Site List Portal](workflow-processes-enterprise-mode-portal.md)
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- [Workflow-based processes for employees using the Enterprise Mode Site List Portal](workflow-processes-enterprise-mode-portal.md)
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- [How to use the Enterprise Mode Site List Manager tool or page](use-the-enterprise-mode-site-list-manager.md)
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- [Enterprise Mode Site List Portal source code](https://github.com/MicrosoftEdge/enterprise-mode-site-list-portal)
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- [Enterprise Mode Site List Portal source code](https://github.com/MicrosoftEdge/enterprise-mode-site-list-portal)
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- [Enterprise Mode and the Enterprise Mode Site List](what-is-enterprise-mode.md)
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- [Enterprise Mode and the Enterprise Mode Site List](what-is-enterprise-mode.md)
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3. The Requester clicks **Roll back** to roll back the changes in the production environment.
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3. The Requester clicks **Roll back** to roll back the changes in the production environment.
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After the Requester rolls back the changes, the request is automatically handled in the production environment site list.
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After the Requester rolls back the changes, the request is automatically handled in the production and pre-production environment site lists.
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