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Planview Customer Success Center

MC/CSM Shared AdaptiveWork Clone Guidelines

Guidelines for the Shared AdaptiveWork clone

      

Environment Do’s and Don’ts

  • This Environment is a Demo Clone, managed by the Solution Consulting Technology team.​

    • It is a ‘clone’ located in AdaptiveWork Sandbox area, owned/managed by the SC team.​

    • There is one ‘mc’ user shared across the team. It is an administrative user so you can inspect and show administrative configurations.​

    • It is a DEMO setup, it is not a vanilla OOTB install. The configurations inside have been built and deployed by Solution Consulting to facilitate how to meet customer scenarios. Implementing these features for a customer will have a cost.​​

  • It IS intended to use for: ​

    • (Vanilla) Demonstrations​

    • Exploration of what options are available.​

  • It is NOT:​

    • A per-user Sandbox.​

    • Intended for making hands-on configuration changes to break things as part of an intensive learning. ​

    • A configured Demo environment. ​

    • Used for Showing Integrations.​

    • Changes you make will impact the others.

 

     

      

Updates and Troubleshooting

  • Your demo clone automatically gets all product upgrades as they become released.​

  • For new Demo Features:​

    • SC Tech Publishes a Monthly (end of Month) update for new demo features available replace your clone:​

      • These are noted on #sc_adaptivework Slack channel with a link to the corresponding CSC page.

      • A new CSC page is created for each Month’s release

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  • If there are errors in the environment, submit a SC Tech Refresh request. We will delete and replace the Clone with a new copy of it based on the latest DemoGold.

 

     

      

Refreshing and Troubleshooting

     

      

Login information

          

      

Recorded Walkthrough & Discussion