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- Review Grouper introductory/overview documentation, including the glossary.
- The "Grouper Training for Managers" video series provides an overview of both access management at large, as well as Grouper's core concepts and featuresTake 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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- 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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- What database (existing or new) will form your Grouper database repository?
- What database (existing) will provide you with subject data
- Do you plan to replicate groups data out to LDAP or some other database? (for LDAP, see this training video)
- Do you plan to automate groups management (for some or all groups) based on one or more data sources (and using the Grouper Loader)?
- Should you use just an application server or an application server + web server to enable web access?
- Which interfaces to groups data do plan to initially implement and support? Web browser access? Web services access? Grouper shell access?
- How do you expect end-users and applications to interface for read-only and for read-write purposes to groups data? See this training video on integration
- Security considerations (e.g. wheel group, externalizing and encrypting database/ldap passwords)
- How will you structure configuration files?
- Will you 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 VideosSchool training
Grouper Training slides (including group naming best practices)Group and folder design ideas