How to plan for Technical Implementation

Introduction

The implementation of the SocialTalent platform requires meticulous planning and consideration of various technical aspects. Decision makers must ensure that the platform meets the organisation's requirements and aligns with its technical infrastructure. This guide offers a comprehensive overview of the technical planning process for successful platform implementation.

Sandbox Environment Setup

1. Assess requirements as to whether a Sandbox environment is required

   • Decision on need for Sandbox environment

   • Discuss with SocialTalent

   • Discuss and assist with decision making

2. Setup company admin user(s)

   • Share details with Customer Success names and email addresses of users that may be company admins

   • Customer Success setup company admin users, assign learning path regarding Platform Administration

3. Platform Administration learning completed by Company Admins

   • Project Manager nudges Company Admins to complete the Platform Administration training

   • Assist when questions regarding the training arise

4. Learners and Team Leader setup

   • Load users

   • Assist when questions regarding the training arise

Production Environment Setup

1. Setup company admin user(s)

   • Share details with Customer Success names and email addresses of users that may be company admins

   • Customer Success setup company admin users, assign learning path regarding Platform Administration

2. Platform Administration learning completed by Company Admins

   • Project Manager nudges Company Admins to complete the Platform Administration training

   • Assist when questions regarding the training arise

3. Test user access for a few users

   • Identify a few users and share the details with SocialTalent for loading

   • Customer success to set up the selected users

4. Learners and Team Leader setup

   • Load users

   • Assist when questions regarding the training arise

Single Sign-on (SSO)

1. Review SocialTalent SSO Documentation on this knowledge base article

   • Documentation has been reviewed

   • Review documentation

   • Promptly address questions as the arise

2. SSO configuration details are populated

   • Populate SSO details

   • Promptly address questions as the arise

3. SSO is validated and tested

   • Test SSO

   • Promptly address questions as the arise

4. Exclude certain users from SSO

   • Exclude users

   • Promptly address questions as the arise

5. Indentify Employee ID in SAML string

   • Specify the location of the employee ID in SAML

   • Map the employee ID value from SAML to a custom ID field

SSO Auto Provisioning (Self-registration)

1. Trusted Domains have been configured

   • Communicated trusted domains to SocialTalent

   • Configure the trusted domains

2. Configure trunk questions and teams

   • Confer with SocialTalent and share details re the Learning paths that should be assigned based on Trunk questions and teams

   • Configure trunk teams

3. If necessary, configure Branch Questions and Branch Teams

   • Confer with SocialTalent and share details re the Learning paths that should be assigned based on Branch questions and teams

   • Configure branch teams

4. Restrict reporting and data analysis for users of particular countries

   • Confer with SocialTalent and share details re requirements for data restrictions

   • Configure data restrictions for countries

5. Test and validate Auto provisioning

   • Execute test

   • Assist in validating tests

User Auto Provisioning API setup (SCIM)

1. Share understanding of SCIM with Customer PM and Customer tech team

   • Share documentation, answer any questions

2. Share credentials to the SCIM API endpoint

   • Create sandbox company, create admin@company.com account, create and share the API security token and documentation

3. Configure and integrate SCIM

   • Integration tasks

   • Answer any queries arising in the process

4. Test, test, test. Integration testing for the API

   • Run test cases

   • Assist in validating test results

5. Incrementally add users to SCIM

   • IDP admin to incrementally add users

File Content Integration

1. Assess intergation options

   • Customer Success rep to arrange a meeting with Product Development as necessary

2. Content File Formats

   • Export content data in a file that conforms to the Completion File requirements

3. Test and iterate on Content Files until validated

   • Test content file uploads and share feedback re testing

   • Address any requirements for iteration

4. Completion File Formats

   • Export content data in a file that conforms to the Completion File requirements

5. Test and iterate on Content Files until validated

   • Test content file uploads and share feedback re testing

   • Address any requirements for iteration

6. SFTP Server Setup

   • Export Content and Completion files to SFTP Server

   • Share with SocialTalent

     • IP Address of SFTP server

     • Authentication details

     • White listing of SocialTalent IPs

*Please review to sub articles Technical Deployment - Project Plan and Provisioning Users, these are critical for your success in implementing this into your organisation*