Work Environment and System Installation

Planning the Working Environment

Things to consider when planning the working environment:

  • Organization (departments, linking them, etc.)
  • Number of jobs
  • Backups
  • Identification of users (which users should have access)
  • Training of future users

Application Requirements

  • Multi-User Support – Networking
  • Operating system readiness
  • Essential disk space (DD)
  • RAM requirements
  • Minimum CPU
  • Graphics and multimedia resources
  • Need for external peripherals

Preparation of the Environment

Architectural and Electronic Requirements

Architectural requirements regarding the room and the installation, including mail within this room.

Safety:

  • Flame retardant materials
  • Protected wiring
  • Installation of UPS (Uninterruptible Power Supply)
  • Current stabilizers (for power surges and drops)
  • Grounded outlets
  • Reduced interference (electrical, magnetic, etc., that may lead to modification and incorrect information)

Accessibility:

  • Wide doors for transporting materials
  • Easy compartmentalization
  • False ceiling

Ergonomics:

  • Suitable temperature and humidity conditions (45%)
  • Acceptable sound level
  • Adequate lighting

Security Requirements:

  • Physical security of information (Information must be stored in separate places and on external devices)
  • Security Accessories (The server must be kept locked)
    • Identification systems
    • Surveillance
  • User Security

Impact of the New System:

  • HW: New/Expansion
  • Communication systems:
  • SW: Compatibility
  • Users: Training

System Configuration:

  • If it can be installed as a single-user system.
  • If it can be installed as a multi-user or network system (Client-server)

Installation Phase

It can be done in 3 ways:

  • From an auto-executable file (automatic and easy)
  • From an executable file (*.exe, *.com, *.bat, etc.) (Manual)
  • From compressed files (*.zip, *.rar, etc.)

Typical Installation Steps:

  • Serial number
  • Organization and user
  • Choose the type of installation
  • Storage directory

Configuration of Workstations

  • Security policies
  • Network user permissions
  • Installer permissions

Testing the Installation

  • Test at the local user and network-user levels
  • Verify that devices are working
  • Check that the different options work correctly

Initial Setup of the Application

  • Username
  • Language
  • Decimal separator (.), and thousands separator (,)

Data Migration

  • Data must be migrated from the old application to the new application
  • If they are not compatible, data must be transformed

Proof

  • The installer performs tests as if they were a real user with actual data
  • A dataset is used for testing under extreme conditions

Operation

  • Normally, both applications (the new one and the one being replaced) run in parallel for a period

Documentation Process

  • Everything done during the installation and configuration must be documented in writing
  • An instruction manual must be created for consultation (in case of application failure or simply for maintenance) [For the user]
  • User manual and administrator manual

Location of the Application

General elements of the application are usually stored in Program Files, and specific elements are stored in the user profile folder.