Site Cloning Checklist
- IT Info
- Kavita Pillai
- Gretchen Lewis
If this is a demo or sandbox/test site, be sure to label it as such by including the word “Demo” or “Sandbox” in the site name. For example: Test TMC Demo Site or Test TMC Sandbox Site.
Settings Tab | |
General Settings | Home Page Options |
Add Launch date Allow Delegation? Allow Self Delegation? Help Desk Contact Name & Method Allow Importing / Exporting Contacts? Spend Management Messaging | Home Page Messaging (Company News) Resource Links (add new / remove duplicates) |
Company Information | Logo Image Upload |
Company Address Contact Information Additional Information | Company logo – 60h x 420w pixels max. GIF, PNG & JPG format only. It is recommended the background be transparent. |
Password Security (if not SSO) | |
Any company specific password security policy settings? | |
Groupware Servers | Profile Field Settings |
Consumer Calendars can be enabled for all users or a group of users. (Google/Yahoo etc.) Customer enabling groupware integration? If Yes: Has attended Deem training calls? Has defined delegate username and password Has updated all email accounts to allow the delegate user Define company groupware servers and delegate user name and password | Update field labels, data source (incl. if profile load should update ALL users or just new users), if fields should be displayed in profile and during registration, and if they are required Customize Profile Fields to allow for unique reporting field requirements. I.e. Cost Center = 5 numeric Rename and define the Misc. 1 – 7 fields for display, grouping and reporting |
Email Settings | Web Services |
Update application URL for end user / administrator Update “From” email display (NOT email ADDRESS!) Update Activation Email (if customized per client) using proper HTML formatting and tags. Enter a Support Case if you need assistance. | No action necessary on site level unless multiple profile synch groups exist. If so, please create a Support Case. On SUPERDOMAIN level, assign new site to a Superdomain web services subscription (max 50 sites per subscription). |
FTP Servers | Single Sign On |
If customer is providing an HR feed for mass enrollment instead of Open Enrollment, do you want to automate the file loads directly with Deem? If Yes: Define SFTP server Enter a Support Case if a new FTP server is required | Enable / Disable If Enabled – Initially: Enter a Support Portal Case. Include names & emails of all individuals who should be sent a confirmation notification For Ping Adapter Requests - Use template provided by Deem Provide name in URL. Use site name up to .deem.com (Example: acme-yourtravel) Use address pre-filled on ping adapter request (travelcustomersuccess@deem.com) Copy your Activation Manager Note: This is a Premium Service |
Open Enrollment | Mobile Settings |
Enable / Disable Restrict access using Allowed Domains and / or Secret Key (Note: Keep your Secret Key secure) Add Successful enrollment email notification address Update Activation Email (if customized per client) Remember: Open Enrollment is NOT enabled when cloned from the template | Update Helpdesk Email / Phone, as applicable. Click SAVE (even if no changes made) to enable mobile functionality Submit a Support Case to have mobile enabled for the site if mobile has not been enabled for other sites within the superdomain. |
Services Tab | |
Travel (Heading) | Travel – Vendor Management |
Resource Links shown on the Trip Planner page (add new / remove duplicates) | Client specific preferences for air / car / hotel |
Travel - Agency Configuration |
|
Agency Settings - Pseudo City Code, Default Queue and PCC Sales Location Agency Settings - TA Printer Address to Auto Void and/or Refund Agency Settings – Ancillary Sources – verify Source configuration for adding passive segments to GDS and queues. Agency Settings - Ancillary Sources – add/delete sources as necessary. Agency Settings - Agency Information, incl. ARC/IATA and Time Zone Agency Settings – enter client Domestic Definition Agency Settings – PNR Synch - Owner ID (MUST match profile map! EX: SYNCHID vs. SYNCH ID) | Agency Settings - PNR Synch enablement required only if different queues used from PNR Synch site or if PNR Synch site does not exist. Agency Settings – Enter airline Negotiated Rate Code Agency Settings – Verify Train Support identifiers and contact. The generic code can be used for sites without negotiated rates or site card. A new code must be requested for site card and / or negotiated rates by company. Agency Settings – Review Pre-trip Approval settings Custom PNR – Update first level star name for site Custom PNR – Update/Add other specific scripts Queue / Delivery Options – Conditions, PCC, etc. Note: If you are enabling TravelFusion for their Low Cost Carrier content, the request must be submitted to Deem Support as only Deem can enable this feature on your site. |
Travel – Travel Policy Management | Travel - Compliance Code Management |
Client specific flight, car and hotel policy Policy messaging, behavior and queuing Determine if multiple policies are required for separate groups of travelers (Default/VIP/Guest etc.) | Update codes for policy compliance |
Travel – Private Rates | Travel – Display Configuration |
Add / update Airlines Rates (if more than 1 rate code in agency settings),Car Rental CD numbers, hotel rate code for client Add Train Discount Code Verify room rates removed (AAA/AARP etc.) Upload client hotel database | Search radius for air/hotel, etc. Override company name on disclaimer Hotel Shopping Display – Use Tabs? Page messaging Determine if multiple displays are required for separate groups of travelers (Default/VIP/Guest etc.) Allow post-booking changes and cancelation? Allow trips to be placed on hold? |
Travel – Reference Points | Car Service |
Upload template using good CSV formatting and assuring correct longitude and latitude | Update configuration / policies as necessary If site specific negotiated rates, submit forms to Deem Car Service |
Groups Tab | Reports Tab |
Create new groups (VIP, etc.) Create “Is A Traveler” Group for Profile Synch Does a Guest Traveler (non-profiled traveler) group need to be added? See Setting Up a Guest Traveler. Note: Do not use special characters or spaces in group names. It is recommended to only use the “In List” option when defining a test group | Review Report schedules |
Profiles Tab | Rules Tab |
Schedule HR file/profile loads if not Open Enrollment If Unused Ticket Upload file is currently being submitted on the Superdomain, include users from this new site in the file (all tickets for all TMC customers should be uploaded via a single master file on the Superdomain vs. individual files per site). | Service Rules - Assign appropriate rules to user groups Groupware Rules – verify Calendar Type (iCal, inline or Groupware) Display Option Rules - Time Zone, etc. Web Services Rules – enable Profile Synch (profile pull) Mobile Rules - Add / Activate for all users or a group. |
Other | |
Restricted Countries on Site or Superdomain level? Identify new custom fields, if any Add Site Payment Card (Ghost Card/BTA), if applicable. Define Corporate Payment Cards. i.e. AX series 3878444 Define Hotel Per Diems based on specific locations Clone/Create new profile map in the Profile Synch Interface (ETSI) and update lines as necessary. If new PCC, enter a Support Case requesting a POS form be sent to ITA. Include the PCC, ARC and GDS | Ensure client has whitelisted all Deem email domains: Ensure client has unblocked the following URLs: Send Activation emails |