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- Review Grouper introductory/overview documentation, including the glossary.
- Take Grouper School training
- Review the Grouper Deployment Guide
- Imagine how you expect Grouper to fit into your identity and application architecture
- Check out the Grouper Demo
- Install Grouper in a test environment to familiarize yourself with Grouper.
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- Review InCommon Trusted Access Platform Docker Containers. This is the suggested installation as of 2019 and required as of Grouper 2.5 and above.
- What Grouper environments will you initially install? A development instance? A test (Q/A) instance? A production instance? All three or just one or two?
- For your software environments, what host machines will you run on? What ports will be used, what firewall settings might need to be made?
- Will you run Grouper software "as root" or as another user?
- How will you handle authentication to the UI and to Web Services?
Plan groups data hierarchy and naming
- 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)