What does the Hub deployment process look like?

Assess

Generally, the most important phase in the deployment process is the Assess phase. This upfront planning and preparation stage is key to a smooth production launch. When in this phase, the first thing that you should do is get trained! Training is included with most of our deployments and greatly helps the administrators of Hub understand the technical details to implement the solution.

Additionally, asking the following questions of yourself and stakeholders is key:

• What do you want to achieve? What is the business goal?
• What is the end game for integration? How many projects and types will I need to synchronize?
• What is needed for you to achieve the goals?
• Which projects do you want to include?
  • Work with key customer stakeholders to understand the relevant artifacts and data flows in the existing environments.
    • Make sure that admins/IT team are prepared with necessary access, credentials, etc.
    • Be mindful about having too many stakeholders in different departments/silos involved in the deployment too quickly.
  • Determine what projects customer needs to synchronize in integration
• Which artifact types?
• Does one artifact need to synchronize to multiple places?
• What is the source of truth?
• Is the synchronization bidirectional?
• Which fields are interesting?
• Is additional traceability needed (e.g., links between artifacts)?
• Have any of these items been synchronized in the past (manually or with a different tool)?
• Are all projects being synchronized using the same template in the end systems?
• What needs to be configured to support this?
• How do I move to production? Do I need approval, a change window, etc?

Design

• Make sure to follow design steps within a testing environment. 
• Artifact Definition
  • Complete Attribute Mapping Template
    • Determine 10 fields to map
      • Data Mapping: Educate and enable the customer in identifying artifact mappings between repositories, assist in data format analysis, and help implement select transformations.
      • Configuration & Customization: Assist the customer in the configuration of models and mappings in Planview Hub and with the implementation of necessary customizations to achieve the desired data flows.
• System Configuration
  • Hub and Keycloak installation and initial user configuration
  • Using internal vs external database

Validate/Launch

• Validate all use cases within a testing environment, then you can push to production.
  • Install Planview Hub on a production server
  • Replicate the configuration in a production environment
  • Test in production environment
  • Troubleshoot any errors in production environment
• Expand the scale of the integration