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Extended Enterprise Setup

  • July 22, 2022
  • 3 replies
  • 210 views

rhenrichs
Novice II

We are currently building an internal process for setting up Extended Enterprise as an external extension for our customers. I know this is very specific to our use case (external, customer-facing). After determining a need for a separate domain (another question for a separate post), we transition to the setup. Diving into support articles and general trial and error, we have come up with these steps to consider when building our EE offering:

  1. ​​​​​​​​​​​​​​Branch & Group Setup - set up a branch in Users for this subdomain. May also need to set up a group types, based on the customer’s user feed or provisioning setup
  1. Configuring Course CatalogAfter the course catalog is set up, then identify the catalog in the Extended Enterprise setting via the Course Catalog custom settings.
  2. Courses - develop and/or add courses. Be sure to assign these courses to the subdomain’s course catalog
  3. Pages - Manage Pages > duplicate the current extended enterprise page and adjust as needed for each customer
  4. Menu - manage menu > duplicate the current extended enterprise menu and adjust as needed for each customer
  5. Reporting - configure reports and scheduling per the needs of the client
  6. Power Users Profile for the subdomain - add for subdomain only ensure permissions include viewing courses, reporting, user management, etc.

Curious to hear what are other considerations you made when setting up your EE. Did I miss anything? 

3 replies

JeanetteMcVeigh
Hero III
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Hi. I am not sure this applies in your situation, but when we set up our customers (we call them Member Organisations (MOs)) we also ask about branding. While we control their main branding with our guidelines, they might want their own logo or slightly different look (while remaining in the guideline boundaries).

Also, some of our MOs need Single Sign on and we can allow that as well.

Hope that helps.


KMallette
Hero II
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  • Hero II
  • July 22, 2022

@rhenrichs Registration.  SSO vs. self- vs. admin


Annarose.Peterson
Hero III
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Notifications (if you are using them)- make sure they are assigned to the correct branch/group.