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Cloud Lessons Learned

Updated on April 1, 2020
  • Make sure you have sufficient environments:
    • 2 Dev/Test (1 for IT and 1 for business strategy & logic)
    • QA, UAT and Performance / Simulation
    • Production
    • If needed: Pega DevOps/Deployment Manager, Pega BIX and Pega Agile Studio
  • Confirm access to all environments as soon as they are available
  • Make sure a Cloud email account has been established for sending notifications and reports from the application to client resources email addresses.
  • Confirm infrastructure nodes in PDC and Decisioning Services landing pages are in NORMAL status
  • Review and update as needed any Pega Agent settings and infrastructure DSS configurations
  • Ensure a Service Assurance Advisor (SAA) is assigned to assist
  • Kick off meetings with Pega Cloud Services, Project Team, Client:
    • Cloud provisioning Check List / Sales-to-Cloud Play /Sales-to-Service Play
    • Client SSL certificates for all environments
    • Processes for aligning cloud tiers to cloud routes
  • Pega Cloud is responsible for infrastructure – Project team is responsible for Application:
    • If it is accessed via Designer Studio, project team is responsible
  • End-to-end project management for cloud work (tasks, timelines and milestones) is a project responsibility:
    • Confirm all expectations and dates with all parties
    • Involve customer network and security teams from the beginning
    • Define roles, responsibilities and communications plans in advance between Project, Cloud and Customer teams
  • Understand how data will be accessed and managed and SFTP route configurations
    • Premise to cloud uploads and imports
    • Cloud to premise exports and downloads
  • Follow the rules:
    • SRs for all infrastructure work / follow-up / approvals
    • Make sure every developer has My Support Portal (MSP) account and can open product and cloud SRs
    • Make sure there are at least 2 designated Account Administrators in MSP that can be reached 24 x 7 to approve SRs (and set up new users.)
  • H-Fixes for Product SRs may need to wait until next “Patch Release”
  • Start testing – especially performance testing – as soon as services are configured
     

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