SOP: Onboarding new dCDR Device
SanteDB's dCDR software support self-service registration of dCDR instances provided the user self-enrolling the device has proper permissions (Create Device). The self-service procedure will vary depending on:
- The dCDR plugins and customizations performed (i.e. the MEMPI RegApp is different than TImR App self-service enrolment)
- The strategy for the dCDR instance (online or synchronized)
- The subscription architecture of the dCDR instances (identifier, catchment, etc.)
- A new device is being setup with an app that is built on the dCDR technology (Android application, Web Access Gateway, Disconnected Gateway, etc.)
- The device has not previously been setup or configured on the iCDR interface
- Connected to the Internet
- Ensure the device is protected from threats
- Ensure the device has the latest operating system installed
- Ensure the device has its local firewall enabled and configured
- Ensure the device has antivirus software and anti-malware software installed
- Ensure device name selected complies with the device naming conventions in the operational architecture documentation developed.
- Ensure that a most responsible person and/or facility has been documented for the device
- Install the appropriate dCDR software on the device
- Ensure the user of the device has received proper instructions on care and use of the device:
- Reviewed and completed the Privacy Policy
- Reviewed and completed the Acceptable Use Policy
- Reviewed and completed the Data Sharing Process Documents
- 1.When the dCDR interface opens with the initial configuration screen enter the onboarding information:
- 1.Device name following the established naming conventions
- 2.Use mysantedb.example.com as the realm
- 3.Modify the client secret information to match the modified client secret sent to you (should be in the operational documentation)
- 4.Ensure Use TLS is selected
- 5.Join the domain
- 2.
- 1.If installing a web-access gateway follow the online setup procedures documented in Configure the Web Access Gateway
- 2.If installing on a disconnected mode follow the offline setup procedures documented in Configuration
- 3.When prompted to select an optimization strategy select the slowest network speed (highest compression rate - 2g/Dial Up)
- 4.Allow the initial synchronization to complete (there should be a notification that initial synchronization is complete)
- Update the facility and most responsible person (if applicable) in the administrative panel (see: Managing Devices)
- Update the device information including Operating System, Manufacturer, Model (if required) in the administrative panel
- Provide the device to the primary user and close the ticket
Current Status: Example
Reviewed By: SanteSuite Team
Author | Date | Changes |
|---|---|---|
Justin Fyfe (SanteSuite) | 2022-03-15 | Initial Version |
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Last modified 8mo ago