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- What basic categories of groups do you wish to manage? (e.g. classes, committees, workgroups, groups that share an entitlement, major subsets of your community, such as students/freshman/faculty/IT staff, etc. etc. etc.)
- Determine a basic stem / folder structure that supports two or more initial categories of groups. See examples from other sites.
- Determine your groups naming scheme. Example here.
- Flat or bushy?
- Will you use the template wizard for creating folders and groups?
Determine application and data components to use
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- Confirm access to hardware/software environments, data sources and destinations
- Outline steps for installation and configuration of Grouper software elements. Consider using this quickstart method
- Finalize initial stems/folders to create, authentication approach, initial groups to create and populate (see examples)
- consider using the template wizard
- Plan basic testing of functionality
- Plan for ongoing operations, considering your desired approach to such duties as
- Monitoring / Management / Maintenance (see the section on Ongoing Admin Tasks)
- Support for Application developers/managers integrating their apps with Grouper
- Support for any end-users
- Plan to document your installation and configuration as you go along. Please share your experience so other sites can benefit.
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Grouper Training slides (including group naming best practices)