Perfetti Project Deployment Checklist
Description
1 Site Permission
1.
add permission level
1. StandardUser : View Item,Open Item, View App Pages, View
Pages, Use Client Integration feat, Open
2. Requestor : Add, Edit, View, Open Items, View Versions,
Enumerate Permission, Browse directory,View Pages, Open
3. DocReader : View item, View App Pages, View Pages, Open
4. DocAuthor : Edit, View, Open Items, View Version, View App
Pages, Enumerate Permission, Browse directory,View Pages, Open
5.
2. add group (see below) for group name and level
1.
2 Activate Publishing
- Site Setting, Site Collection Feature
- SharePoint Server Publishing Infrastructure
3 Install Workflow Related Content Type WSP
Add-SPUserSolution -LiteralPath c:\temp\dcms_v1_002.wsp -Site
[Link]
Install-SPUserSolution -Identity dcms_v1_002.wsp -Site [Link]
Create List or get from WSP--->
4 Run Menu Generator
5 Copy resources file to 14 Hives (e.g C:\Program Files\Common Files\
Microsoft Shared\Web Server Extensions\14\)
- Find folder Template \ Layout=
- Create new folder “mycustom”
- copy files into this folder : jquery, jquery-sp, mydialog
6 Disable Spell Checking in SPCA
Create Document Library : Finance Payment Upload
7 List Permission (see below)
8 Workflow
1. Activity Proposal
1. Activity Proposal Numbering
2. Activity Proposal – Send Email to DocHolder
3. Activity Proposal – Send Email on Approved
4. Activity Proposal – Send Email on Rejected
5. Activity Proposal – Send Email on SentBack
2. TPP
Description
1. TPP Numbering
2. TPP – Send Email to DocHolder
3. TPP – Send Email on Approved
4. TPP – Send Email on Rejected
5. TPP – Send Email on SentBack
3. Claim Request
1. Claim Request – Send Email to DocHolder
2. Claim Request – Send Email on Approved
3. Claim Request – Send Email on Rejected
4. Claim Request – Send Email on SentBack
9 Deploy WSP:
Custom Login Form WSP,
DocUploadReceiver WSP,
PrismaWFListener WSP
======= LIVE ===== [Link]
Add-SPSolution "C:\temp\[Link]"
Install-SPSolution –Identity [Link] –GACDeployment
Add-SPSolution "C:\temp\[Link]"
Install-SPSolution –Identity [Link] –WebApplication [Link]
–GACDeployment
Add-SPSolution "C:\temp\[Link]"
Install-SPSolution –Identity [Link] –WebApplication [Link] –
GACDeployment
10 Open Numbering List, create 2 documents with title : Numbering and
DistributorNumbering, filled with last number
Group to Site Permission
Group Name Level Member
[Link] Full Control
[Link] StandardUser HeadOfSales, SalesManager_GT,
SalesManager_MT, SalesManager_Retail,
TradeMarketing
[Link] StandardUser HeadOfSales, SalesManager_GT,
SalesManager_MT,
[Link] StandardUser HeadOfSales, SalesManager_GT,
SalesManager_Retail, TradeMarketing
[Link] StandardUser Finance, Finance GT, Finance MT
[Link] StandardUser
[Link] StandardUser
[Link] Requestor StandardUser Distributors_GT, Distributors_MT
[Link] Requestor GT StandardUser Distributors_GT
[Link] Requestor MT StandardUser Distributors_MT
[Link] Requestors StandardUser SalesManager_MT, KeyAccount,
ASMMT
[Link] StandardUser, KeyAccount, SalesMAnager_MT,
Read ASMMT, HeadofSales, MTAdmin,
RSMMT, Finance_MT, Finance
[Link] Requestor StandardUser TradeMarketing
[Link] StandardUser, TradeMarketing, HeadOfSales,
Read SalesManager_GT,
SalesManager_Retail, RSATM,
Finance_GT, Finance , RSMGT
033.GT_ASM StandardUser ASMGT
List Permission
List Name Group/Role Permission Level
Activity GT Requestors
Proposal GTUSERS
TradeMarketing
TPP TPPUSERs StandardUser
TPP Requestors Requestor, StandardUser
Claim Claim Requestors Requestor, StandardUser
FINANCEGROUP StandardUser
asmgt
TPPUSERS
GTUSERS
Budget TPP Requestors
GT Requestors
HeadofSales
Salesmanager_MT
Salesmanager_GT
Trademarketing
financeGROUP
TPP Brief Distributors_MT StandardUser
MTAdmin
TPPUSERS
DBADMIN
Activity Brief Distributors_GT
GTUSERS
TMAdmin
ASMGT
DBADMIN
Finance DBADMIN DocAuthor
Payment FINANCEGROUP Requestor
Upload