Planning Your Deployment

Before you deploy HEAT, it is important to map out your HEAT structure. You need to plan the following:

• Organizational structure of personnel and departments using the system, including their job tasks and any security restrictions that need to be applied.
• Workflows that are required to aid system users in performing their tasks.
• Data security and infrastructure.

Planning Your Deployment

It is important to plan your deployment as much as possible before running the wizard. The application wizard is where you initially configure account information, customer information, customized business processes, the Self Service module, users, groups, roles, and tenants. After running the wizard, you can modify these configurations within the Settings workspace.

We strongly recommend you use imaps or HTTPS rather than VPN. VPN is more error prone and less reliable than other communications.