SanteSuite Help Portal
  • SanteSuite Help Portal
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    • SanteDB Architecture
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    • Data & Information Architecture
      • Conceptual Information Model
        • Concept Dictionary
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  • Installation
    • Installation
    • Releases
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    • Quick Start Guide
      • Seeding ONC Patient Matching Data
    • Operationalizing SanteDB
      • Information Gathering & Analysis
      • Planning & Preparation Work
        • Pre-flight Checklist
        • Develop a Business Architecture
        • Develop an Information Architecture
          • Establishing Minimum Datasets
          • Identity Environment
        • Develop Operational Technology Architecture
        • Developing Privacy Impact Assessments
        • Develop Threat / Risk Assessments
      • Deployment
        • Pre-Flight Checklist
        • Installing Software
          • SanteDB iCDR Server
            • Installation on Virtual or Physical Environments
              • Installation on Microsoft Windows
              • Installation on Linux and Unix
            • Installation using Appliances
              • Using Docker Containers
                • Adding Sample Data
                • Feature Configuration
                • SanteDB within Instant OpenHIE
              • Using Virtual Appliances
            • Installation Qualification
              • Master Patient Index / Client Registry Qualification
                • MPI/CR Test Cases for HL7v2
                  • TEST: OHIE-CR-02-HL7v2
                  • TEST: OHIE-CR-03-HL7v2
                  • TEST: OHIE-CR-04-HL7v2
                  • TEST: OHIE-CR-05-HL7v2
                  • TEST: OHIE-CR-06-HL7v2
                  • TEST: OHIE-CR-07-HL7v2
                  • TEST: OHIE-CR-08-HL7v2
                  • TEST: OHIE-CR-09-HL7v2
                  • TEST: OHIE-CR-10-HL7v2
                  • TEST: OHIE-CR-11-HL7v2
                  • TEST: OHIE-CR-12-HL7v2
                  • TEST: OHIE-CR-13-HL7v2
                  • TEST: OHIE-CR-14-HL7v2
                  • TEST: OHIE-CR-15-HL7v2
                  • TEST: OHIE-CR-16-HL7v2
                  • TEST: OHIE-CR-17-HL7v2
                  • TEST: OHIE-CR-18-HL7v2
                  • TEST: OHIE-CR-01-HL7v2
                  • HL7v2 Test Cases Instructions
                • MPI/CR Test Cases for FHIR
                  • TEST: OHIE-CR-01-FHIR
                  • TEST: OHIE-CR-02-FHIR
                  • TEST: OHIE-CR-03-FHIR
                  • TEST: OHIE-CR-04-FHIR
                  • TEST: OHIE-CR-05-FHIR
                  • TEST: OHIE-CR-06-FHIR
                  • TEST: OHIE-CR-07-FHIR
                  • TEST: OHIE-CR-08-FHIR
                  • TEST: OHIE-CR-09-FHIR
                  • FHIR Test Cases Instructions
              • Security Administration Testing
                • Administrative Panel Validation
                  • User Management Tests
                    • TEST: SECURITY-UM-01
                    • TEST: SECURITY-UM-02
                    • TEST: SECURITY-UM-03
                    • TEST: SECURITY-UM-04
                    • TEST: SECURITY-UM-05
                    • TEST: SECURITY-UM-06
                    • TEST: SECURITY-UM-07
                    • TEST: SECURITY-UM-08
                    • TEST: SECURITY-UM-09
                    • TEST: SECURITY-UM-10
                    • TEST: SECURITY-UM-11
                    • TEST: SECURITY-UM-12
                    • TEST: SECURITY-UM-13
                    • TEST: SECURITY-UM-14
                    • TEST: SECURITY-UM-15
                    • TEST: SECURITY-UM-16
                    • TEST: SECURITY-UM-17
                    • TEST: SECURITY-UM-18
                    • TEST: SECURITY-UM-19
                    • TEST: SECURITY-UM-20
                    • TEST: SECURITY-UM-21
                    • TEST: SECURITY-UM-22
                    • TEST: SECURITY-UM-23
                    • TEST: SECURITY-UM-24
                    • TEST: SECURITY-UM-25
                    • TEST: SECURITY-UM-26
                    • TEST: SECURITY-UM-27
                    • TEST: SECURITY-UM-28
                    • TEST: SECURITY-UM-29
                    • TEST: SECURITY-UM-30
                    • TEST: SECURITY-UM-31
                    • TEST: SECURITY-UM-32
                    • TEST: SECURITY-UM-33
                    • TEST: SECURITY-UM-34
                    • TEST: SECURITY-UM-35
                    • TEST: SECURITY-UM-36
                    • TEST: SECURITY-UM-37
                  • Group/Role Management Tests
                    • TEST: SECURITY-GRM-01
                    • TEST: SECURITY-GRM-02
                    • TEST: SECURITY-GRM-03
                    • TEST: SECURITY-GRM-04
                    • TEST: SECURITY-GRM-05
                    • TEST: SECURITY-GRM-06
                    • TEST: SECURITY-GRM-07
                    • TEST: SECURITY-GRM-08
                    • TEST: SECURITY-GRM-09
                    • TEST: SECURITY-GRM-10
                    • TEST: SECURITY-GRM-11
                    • TEST: SECURITY-GRM-12
                    • TEST: SECURITY-GRM-13
                    • TEST: SECURITY-GRM-14
                    • TEST: SECURITY-GRM-15
                  • Security Policy Management Tests
                    • TEST: SECURITY-PM-01
                    • TEST: SECURITY-PM-02
                    • TEST: SECURITY-PM-03
                    • TEST: SECURITY-PM-04
                  • Device Management Tests
                    • TEST: SECURITY-DM-01
                    • TEST: SECURITY-DM-02
                    • TEST: SECURITY-DM-03
                    • TEST: SECURITY-DM-04
                    • TEST: SECURITY-DM-05
                    • TEST: SECURITY-DM-06
                    • TEST: SECURITY-DM-07
                    • TEST: SECURITY-DM-08
                    • TEST: SECURITY-DM-09
                  • Application Management Tests
                    • TEST: SECURITY-AM-01
                    • TEST: SECURITY-AM-02
                    • TEST: SECURITY-AM-03
                    • TEST: SECURITY-AM-04
                    • TEST: SECURITY-AM-05
                    • TEST: SECURITY-AM-06
                    • TEST: SECURITY-AM-07
                    • TEST: SECURITY-AM-08
          • SanteDB dCDR Instances
            • Installing Web Access Gateway
            • Installing Disconnected Gateway
            • Installing Disconnected Windows Application
            • Installing the dCDR SDK
            • User Interface App Settings
        • Configuring Privacy Controls
        • Post Deployment Tuning
        • Securing SanteDB Configuration
        • Securing SanteDB Databases
        • Securing SanteDB APIs
      • Rollout
    • Demonstration Environments
  • Operations
    • SanteDB Operations
    • Server Administration
      • Configuration Tool
        • Messaging Settings
          • HL7 Version 2 Service
          • FHIR R4 Service
          • GS1 BMS XML Service
          • Health Data Services Interface
          • Administrative Management Interface
        • Diagnostics Settings
        • Persistence Settings
          • Retention Policies
          • Resource Manager Settings
          • Database Connections
        • System Settings
        • Performance Settings
        • Security Settings
          • Data Privacy Filtering
          • Auditing Configuration
        • Operating System Settings
      • Server Configuration File
        • Service API Configuration
          • REST Service Configuration
        • Connection Strings
        • Application Service Context Configuration
        • Applet Configuration
        • Diagnostics Configuration
        • Data Quality Services
      • SanteDB iCDR Host Command
      • Backup Procedures
      • Log File Management
    • CDR Administration
      • SanteDB Administration Portal
        • Logging In
        • Managing Your Profile
        • System Administration
          • Jobs
          • Logs
          • Pub/Sub Manager
          • Server Status
          • Dispatcher Queue
          • Probes
        • Reference Data Administration
          • Place Administration
          • Facility Administration
          • Materials
          • Identity Domain Management
        • Concept Dictionary Administration
          • Concept Sets
          • Concepts
          • Code Systems
        • CDR Administration
          • Importing Data
          • Data Quality Rules
          • Extensions
          • Decision Support Library
            • View CDSS Library
            • Edit CDSS Library
          • Matching Configuration
            • Creating / Viewing Configurations
            • General Configuration
            • Blocking Configuration
            • Scoring Configuration
            • Classification Configuration
            • Testing Match Configuration
            • Match Configuration XML Definition
        • Data Warehouse
        • Reports Centre
        • Security Administration
          • Managing User Accounts
          • Managing Groups
          • Managing Policies
          • Managing Devices
          • Managing Applications
          • Reviewing Audits
      • SanteDB Administration Console
        • User Administration
        • Group / Role Administration
        • Policy Administration
        • Device Administration
        • Application Administration
    • Standard Operating Procedures
      • User Management SOPs
        • SOP: Onboarding Users
        • SOP: User Lockout
        • SOP: Deactivating Users
      • Role Management SOPs
        • SOP: Role Policy Assignment
        • SOP: Assigning Users to Roles
        • SOP: Creating New Roles
      • Device Management SOPs
        • SOP: Onboarding new HL7v2 Device
        • SOP: Onboarding new dCDR Device
      • Application Management SOPs
      • Standard Operating Procedure Template
  • User Guides & Training
    • SanteDB User Guides
    • Common User Interface Elements
    • SanteMPI
      • Getting Started with the MPI
      • SanteMPI Matches
      • SanteMPI Searching
      • SanteMPI Power Search
      • SanteMPI Patient Detail
        • Demographics Tab
          • Demographic Information Panel
          • Identifiers Panel
          • Related Persons Panel
          • Entity Relationships Panel
        • Master Data Management Tab
          • Records of Truth
        • Data Quality Tab
      • SanteMPI Dashboard
    • SanteEMR
      • EMR Administration
        • Care Pathways
        • Visit Types & Flows
        • Clinical Templates
    • SanteGuard
  • Developers
    • Extending & Customizing SanteDB
    • Getting Started
    • SanteDB XML Schemas
    • Applets
      • Applet Use and Lifecycle
      • Applet SDK Components
        • Applet Development Environment
        • SanteDB Brain Bug
        • Package Manager
        • BRE Debugger
      • Applet Structure
      • JavaScript API
      • Business Intelligence Assets
        • BI Asset Definitions
          • Data Sources
          • Parameters
          • Queries
          • Reference Data
          • Views
          • Data Marts
          • Reports
          • Indicators
        • BI Render Controls
      • Localization
      • Customization & Branding
      • Assets
        • HTML Assets
        • HTML Widgets
        • Virtual Assets
      • AngularJS
      • Clinical Decision-Support
        • CDSS Definitions
        • Legacy CDSS
      • Business Rules
      • Dataset Files
      • External Data Maps
      • Applet Solution Packages
      • JavaScript API Reference
      • Recipes
        • Adding Security Policy based on Occupation
        • Assigning a Home Facility
        • Codified Address
        • Generating ID on Registration
    • .NET Plugins
      • Plugin Libraries
      • Host Context & Lifecycle
      • Business Model Objects
      • Services & Configuration
        • Configuration
          • Configuration Panels
          • Custom Docker Feature Configuration
        • Passive Services
        • Daemon Services
        • Service Definitions
          • Ad-Hoc Cache Provider
          • Application Identity Provider
          • Audit Dispatch Service
          • Barcode Generator Provider
          • Business Rules Service
          • Care Plan Generation Service
          • CDSS Clinical Protocol Repository
          • Concept/Terminology Provider
          • Configuration Manager Service
          • Daemon Service
          • Data Archiving Service
          • Data Privacy Enforcement Provider
          • Data Signing Service
          • dCDR Subscription Definition Provider
          • dCDR Subscription Execution Provider
          • Device Identity Provider
          • Exec-Once Message Persistence
          • Freetext Search Provider
          • IDataPersistenceService{TData}
          • IDataPersistenceServiceEx{TModel}
          • IDataQualityConfigurationProviderService
          • Identity Domain Provider
          • IDispatcherQueueManagerService
          • IElevatableIdentityProviderService
          • IExtensionTypeRepository
          • IFastQueryDataPersistenceService{TEntity}
          • IFastQueryRepositoryService{TEntity}
          • IPersistableQueryRepositoryService{TEntity}
          • IPubSubManagerService
          • IRecordMergingService{T}
          • IRepositoryService
          • ISecurityRepositoryService
          • ISqlDataPersistenceService
          • IStoredQueryDataPersistenceService{TEntity}
          • ITagPersistenceService
          • ITemplateDefinitionRepositoryService
          • IThreadPoolService
          • IUnionQueryDataPersistenceService{TEntity}
          • IValidatingRepositoryService{TModel}
          • Job Management Service
          • Localization Provider
          • Mail Repository Provider
          • Name Alias Provider
          • Network Metadata Provider
          • Password Hashing Service
          • Password Validation Service
          • Policy Decision Provider (PDP)
          • Policy Enforcement Provider (PEP)
          • Policy Information Provider (PIP)
          • Primary Data Caching Provider
          • Query Result Scoring Provider
          • Record Matching Configuration Provider
          • Record Matching Provider
          • Record Merging Provider
          • Repository Service
          • Repository Service with Cancellation Support
          • Repository Service with Extended Functions
          • Repository Service with Notification Support
          • Resource Checkout/Locking Provider
          • Resource Patching Provider
          • Resource Pointer Service
          • Role Provider
          • Security Challenge Authentication Provider
          • Security Challenge Storage Provider
          • Session Authentication Provider
          • Session Storage Provider
          • Stateful Query Provider
          • Stock Management Provider
          • Symmetric Encryption Provider
          • TFA/MFA Secret Generator
          • User Identity Provider
          • User Notification Relay Provider
          • User Notification Template Filler
          • User Notification Template Repository
      • Plugin Metadata
      • Database Patching
      • Custom Match Algorithms
      • Unit Testing Framework
      • Digital Signing Requirements
      • .NET API Reference
    • Service APIs
      • OpenID Connect
        • Consent & Privacy
      • Business Intelligence Service (BIS)
      • Administration Management Interface (AMI)
      • Health Data Service Interface (HDSI)
        • HTTP Request Verbs
        • HDSI Query Syntax
          • Filter Functions
        • API Responses
        • Patching
        • MDM Extensions for HDSI
        • Synchronization API
        • Visual Resource Pointer API
      • HL7v2
        • Enabling HL7v2 Interfaces
        • HL7 Authentication
        • SanteDB HL7v2 Implementation
      • HL7 FHIR
        • Enabling FHIR Interfaces
        • SanteDB FHIR Implementation
          • FHIR Subscriptions
          • Related Persons
        • Extending FHIR Functionality
      • GS1 BMS XML
      • Examples
        • Connecting to the FHIR API
        • Obtaining A Session
    • SanteDB Software Publishers
  • Knowledgebase
    • Knowledgebase
      • SanteDB 2.1.161+ on PostgreSQL 10 returns "websearch_to_tsquery" error
      • Upgrading SanteDB iCDR with large databases
      • Upgrading Gateway to SanteDB Langley (v2.0.30+) from SanteDB Kelowna and earlier
      • When sending a National Scoped ID in PID-19 (SSN) you receive "AuthorityUuid" missing error
      • After Installing dCDR you receive an error on SecurityUser
      • When logging into the dCDR you are immediately logged back out
      • PostgreSQL connections fail with block message
      • Backing up HDSI server database
      • You receive an "out of disk space" error on the IMS server
      • Setting up the "sherlock" service
      • Diagnosing service port issues
      • You receive a certificate expired or certificate not found error on startup
      • After updating a database field the values are not reflected in the application layer
      • Diagnosing Submission Errors From Mobile Device
      • Migrating A SanteDB Server
      • Pruning and Cleaning the Database
      • Improving Download Speeds on Slow Connections
      • You receive a client already running error message
      • Resetting the configuration of the Windows & Linux Applications
      • After setting up the application data appears to be missing
      • Disconnected Client Window is Scaled Improperly
      • Fatal Error on Startup
      • Synchronization Issues on Mobile
      • Installation on Mono 4.x does not permit joining of realm
      • Creating A Public Backup
      • Installing the SanteDB Disconnected Server
    • Fixes & Patches
      • 20170721-01
      • 20170725-01
      • 20170803-01
      • 20170804-01
      • 20170913-01
      • 20171003-01
      • 20171011-01
      • 20171016-01
      • 20171023-01
      • 20171030-01
      • 20171108-01
      • 20171124-01
      • 20180126-01
      • 20180131-01
      • 20180211-01
      • 20181112-01
      • 20181113-01
      • 20190322-01
      • 20190522-01
      • 20190625-01
      • 20200105-01
  • OpenIZ
    • About OpenIZ
      • Upgrading from OpenIZ to SanteDB
    • FAQ
    • OpenIZ Demonstration Servers
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  1. Installation
  2. Operationalizing SanteDB
  3. Planning & Preparation Work

Pre-flight Checklist

PreviousPlanning & Preparation WorkNextDevelop a Business Architecture

Last updated 3 years ago

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This page provides a convenient pre-flight checklist to ensure that you have sufficient assets in place to proceed with planning your deployment of a SanteDB solution.

Project Vision Statement Established
Project Team Established and Responsibilities Assigned
Current State Analysis / Environment Scan Complete