ShareVision Deployment Overview V4

Overview

This guide provides information about the requirements for setting up your new ShareVision site. It is designed as a step-by-step framework for the general process of deploying ShareVision to your organization.

How-to

1. Review the Data Migration and Importing documentation.
   1. If you will be importing some data yourself, you may be able to skip or modify certain steps below, especially where it relates to supported Individuals and contacts.
      
      
2. Add your administrators to your site so that all members of your implementation team have full access.
   1. Create a unique user account for each user  Make sure to add these users to the Administrator group.
   2. Give administrators full access by setting their status to Site Administrators.
   3. Learn to manage users if you need to make any additional adjustments.
      
      
3. Review the lists and document libraries that come with your site.
   1. Review the included lists (electronic forms).                                                                 
      1. Decide which lists you want to use. Rename lists as needed.
      2. Add/hide/rename columns (fields in the form) to match your existing forms.
      3. Make a list of forms that need to be created. Create new lists in ShareVision.  Of course, new lists and libraries can be created at any time, but it's best to have as much set up as possible from the start.
   2. Repeat the above steps for reviewing the included document libraries
      
      
4. Add programs and/or residences to your site.

   1. Step by Step Guide.  The guide is a walk-through of how to: create a new Program or Residence; create a Security Group and add staff to the group; use the Security Manager: Programs and Residences to set permissions; set up Individual Wizard Permissions.

       IMPORTANT: DO NOT SKIP THIS STEP. THIS STEP IS REQUIRED TO ENABLE THE WIZARD TO APPLY SECURITY SETTINGS TO ALL INDIVIDUALS ADDED TO YOUR SITE

5. Add supported individuals to your site - 3 options.

   1. From the Contact Manager Using "Create a new contact" button.
      
      
      
6. Add contacts and related organizations to your site.
   1. Visit the Contact Manager.
      
      
7. Import/upload electronic files and enter data.
   1. This step can consist of many different things, including (but not limited to) uploading documents and adding items to lists.
   2. Data Migration
      
      
8. Add staff to your site.
   1. Create and Manage Users
      
      
9. Set up advanced security and permissions - this is covered in the last session of "Getting Started with ShareVision".
   Security in ShareVision means protecting the privacy of those you serve by securing your site against unauthorized access. Security also ensures that authorized users access only content they need to see. Security can be set up on any list or library, though it is most commonly set up for programs, residences, and Individual profiles.
   Permissions control user access, defining what users can do in ShareVision with the content they have access to.
   
   1. Case-based security.
   2. Managing site security.
   3. Managing list security.
      
      
10. Personalize your site.
    1. Choose your site theme.
    2. Add your organization's logo.
    3. Add a slide-show to your home page.
    4. Add a person's picture to their Individual Details page.
    5. Add a program picture to the Program Details page. (Procedure is same for residences.)
    6. Manage links and icons                                                                 
       1. Add/remove/order links on the Quick Start Navigation menu..
       2. Add/remove/order links on the More Links menu.
       3. Add/remove/order links on the Images and Links Bar.
       4. Add/remove/order links on the Individual/Program/Residence Details pages.
       5. QuickStart Menu icons - manage.