Below is the Association Anywhere implementation checklist.
| Milestone | Timeframe | Informz | Partner | Client |
|---|---|---|---|---|
| Identify Contacts, Note Prerequisites, Establish Timeline | ||||
| Contact Association Anywhere Project Manager to initiate integration configuration | Client's Discretion |  |
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| Define integration timeline/go-live | Client/Partner Discretion | |
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| Client on Association Anywhere 7.4.1 or higher? | |
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| Complete Prerequisites | ||||
| *Upgrade to Association Anywhere 7.4.1 or higher | Wide variability | |
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| **Complete Configuration Items [Test Environment] | ||||
| Expose Test Instance to Informz Production IP | Partner Discretion (Typically 3—5 Days) | |
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| Configure Association Anywhere account and provide connection details for Test and Production Environments | Partner Discretion (Typically 3—5 Days) | |
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| Configure Informz Account | 1 Day | |
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| **Test Functionality [Test Environment] | ||||
| Create Distribution List to use for testing | Client Discretion | |
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| Test Functionality | 1—3 Days | |
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| Upon completion of testing, request to move to Production | |
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| Complete Configuration Items [Production Environment] | ||||
| Expose Production Instance to Informz Production IP | Partner Discretion (Typically 3-5 Days) | |
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| Configure Informz Account | 1 Day | |
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| Test Functionality [Production Environment] | ||||
| Create Distribution List to use for testing | Client Discretion | |
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| Test Functionality | 1—3 Days | |
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| Deploy | ||||
| Notify Client/Partner upon completion of successful testing | |
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* If client is on a lower version, ACGI can back-port the Informz methods to the client’s API (upgrading to 7.4.1 or higher is the preferred method)
** Connecting to Test environment is required by ACGI