CM Provider

In preparation for your CCL! UAT there are some activities that need to be completed:

Whitelist wildcard URL *.hsc.accessacloud.com.

1. Set up MFA &amp; Citrix.
2. Whitelist wildcard URL *.hsc.accessacloud.com.
3. Complete UAT sign up form.

<a href="https://accessgroup.my.salesforce.com/sfc/p/58000000Z4gm/a/Tl000000Bj3R/qDpmqa6PIkfQJjiBuIdytRYgng4UR.lo_vDMbjYyjW0" rel="nofollow noopener noreferrer" target="_blank">Multi-factor authentication guide</a>

- <a href="https://accessgroup.my.salesforce.com/sfc/p/58000000Z4gm/a/Tl000000Bj3R/qDpmqa6PIkfQJjiBuIdytRYgng4UR.lo_vDMbjYyjW0" rel="nofollow noopener noreferrer" target="_blank">Multi-factor authentication guide</a>

<a href="https://forms.office.com/e/nHqh0RkgqH" rel="nofollow noopener noreferrer" target="_blank">CCL DC2 UAT sign up form</a>.

<a href="https://forms.office.com/e/8ctnv3qhrq" rel="nofollow noopener noreferrer" target="_blank">CCL DC2 UAT sign off form</a>.

- <a href="https://forms.office.com/e/nHqh0RkgqH" rel="nofollow noopener noreferrer" target="_blank">CCL DC2 UAT sign up form</a>.
- <a href="https://forms.office.com/e/8ctnv3qhrq" rel="nofollow noopener noreferrer" target="_blank">CCL DC2 UAT sign off form</a>.

___________________________________________________________

In preparation for your CMBI UAT there are some activities that need to be completed:

Move private reports into a single public folder.

Move all report folders under one parent folder named after your organisation.

SFTP whitelisting if required. o Whitelist the new URL cmbi-datatransfer.hsc.accessacloud.com o Supply us with your IP addresses for whitelisting at <a href="mailto:%20HSC.DC2Migrations@theaccessgroup.com" rel="nofollow noopener noreferrer" target="_blank">HSC.DC2Migrations@theaccessgroup.com</a>.

- Move private reports into a single public folder.
- Move all report folders under one parent folder named after your organisation.
- SFTP whitelisting if required. o Whitelist the new URL cmbi-datatransfer.hsc.accessacloud.com o Supply us with your IP addresses for whitelisting at <a href="mailto:%20HSC.DC2Migrations@theaccessgroup.com" rel="nofollow noopener noreferrer" target="_blank">HSC.DC2Migrations@theaccessgroup.com</a>.

<a href="https://forms.office.com/e/S8es6RPb9n" rel="nofollow noopener noreferrer" target="_blank">CMBI DC2 UAT sign up form</a>.

<a href="https://forms.office.com/e/fFgGyPvDMh" rel="nofollow noopener noreferrer" target="_blank">CMBI DC2 UAT sign off form</a>.

- <a href="https://forms.office.com/e/S8es6RPb9n" rel="nofollow noopener noreferrer" target="_blank">CMBI DC2 UAT sign up form</a>.
- <a href="https://forms.office.com/e/fFgGyPvDMh" rel="nofollow noopener noreferrer" target="_blank">CMBI DC2 UAT sign off form</a>.

<a href="https://accessgroup.my.salesforce.com/sfc/p/58000000Z4gm/a/Tl000000fcJ3/fkrYtkwqBp0htvZFyLRPkAYyBhEckACFXyJXxO7fgXU" rel="nofollow noopener noreferrer" target="_blank">Instructions for clearing cache on mobile devices</a>.

<a href="https://accessgroup.my.salesforce.com/sfc/p/58000000Z4gm/a/Tl0000008Edh/.E0fyTKJL0EqKnWOrMuw9B1g.yOqL8l5LwvGU8WFccs" rel="nofollow noopener noreferrer" target="_blank">Information signposting document &gt;</a>

<a href="https://accessgroup.my.salesforce.com/sfc/p/58000000Z4gm/a/Tl00000077rB/NqSgZvQflk4_88_5M2qY87Z83x59BBGEJZhWmPFDQSo" rel="nofollow noopener noreferrer" target="_blank">Access Datacentre brochure &gt;</a>

<a href="https://accessgroup.my.site.com/Support/s/sec-products/health-support-and-care" rel="nofollow noopener noreferrer" target="_blank">Product fact sheets &gt;</a>

<a href="https://accessgroup.my.site.com/Support/s/sec-hosting" rel="nofollow noopener noreferrer" target="_blank">Security hub &gt;</a>

<a href="https://accessgroup.my.salesforce.com/sfc/p/58000000Z4gm/a/Tl0000006F2n/.TD27S9XwYmViJ9mYiWzaBKeec9XSkfrJl_vr5vBfBc" rel="nofollow noopener noreferrer" target="_blank">NCSC guidance &gt;</a>

<a href="https://accessgroup.my.salesforce.com/sfc/p/58000000Z4gm/a/Tl000000CPaX/GrXS4ninsnFDU.6S9nlBhV8xaKTj3Ii0gTeV8M8I_gs" rel="nofollow noopener noreferrer" target="_blank">Quality assurance approach &gt;</a>

- <a href="https://accessgroup.my.salesforce.com/sfc/p/58000000Z4gm/a/Tl0000008Edh/.E0fyTKJL0EqKnWOrMuw9B1g.yOqL8l5LwvGU8WFccs" rel="nofollow noopener noreferrer" target="_blank">Information signposting document &gt;</a>
- <a href="https://accessgroup.my.salesforce.com/sfc/p/58000000Z4gm/a/Tl00000077rB/NqSgZvQflk4_88_5M2qY87Z83x59BBGEJZhWmPFDQSo" rel="nofollow noopener noreferrer" target="_blank">Access Datacentre brochure &gt;</a>
- <a href="https://accessgroup.my.site.com/Support/s/sec-products/health-support-and-care" rel="nofollow noopener noreferrer" target="_blank">Product fact sheets &gt;</a>
- <a href="https://accessgroup.my.site.com/Support/s/sec-hosting" rel="nofollow noopener noreferrer" target="_blank">Security hub &gt;</a>
- <a href="https://accessgroup.my.salesforce.com/sfc/p/58000000Z4gm/a/Tl0000006F2n/.TD27S9XwYmViJ9mYiWzaBKeec9XSkfrJl_vr5vBfBc" rel="nofollow noopener noreferrer" target="_blank">NCSC guidance &gt;</a>
- <a href="https://accessgroup.my.salesforce.com/sfc/p/58000000Z4gm/a/Tl000000CPaX/GrXS4ninsnFDU.6S9nlBhV8xaKTj3Ii0gTeV8M8I_gs" rel="nofollow noopener noreferrer" target="_blank">Quality assurance approach &gt;</a>

<a href="https://accessgroup.my.salesforce.com/sfc/p/58000000Z4gm/a/Tl000000Vv6r/7KfFxqUVTVNyu.jyTByRNaKXeAHGfNLu8sPVw15fuZo" rel="nofollow noopener noreferrer" target="_blank">Download the slides &gt;</a>

<a href="https://accessgroup.my.salesforce.com/sfc/p/58000000Z4gm/a/Tl000000Xtdd/wSwiQBPbUNCmzy4wtfZQYgO7giWLPiySZTpl61Uvx1Q" rel="nofollow noopener noreferrer" target="_blank">Download the slides&gt;</a>

<a href="https://accessgroup.my.salesforce.com/sfc/p/58000000Z4gm/a/Tl000000ZphB/sNs.ADWj9ppSj7Wq4MdNBEe7cMUPq2uSZ5.UORO2JNw" rel="nofollow noopener noreferrer" target="_blank">Download the slides&gt;</a>

<a href="https://accessgroup.my.salesforce.com/sfc/p/58000000Z4gm/a/Tl000000gAuD/zhVk52yIpWOtZCtPqNU3pAD20gm5mBqXmT69IIs0L50" rel="nofollow noopener noreferrer" target="_blank">Download the slides &gt;</a>

<a href="https://accessgroup.my.salesforce.com/sfc/p/58000000Z4gm/a/Tl000000i6uX/lo3FS6pCqVajlVe0Btdi5e5jZmQx11Wm_pAC7Rc5YRA" rel="nofollow noopener noreferrer" target="_blank">Download the slides &gt;</a>

<a href="https://accessgroup.my.salesforce.com/sfc/p/58000000Z4gm/a/Tl000000mB4P/jhDrwFuanLtcbb4uMNa_OmQ2eX4l6C8OO0tirIESV8w" rel="nofollow noopener noreferrer" target="_blank">Download the slides &gt;</a>

<a href="https://accessgroup.my.salesforce.com/sfc/p/58000000Z4gm/a/Tl000000mBCT/qEV62y_NzCCwUT1._UCHPdY7ZeIPNb5mw9M_VRYsu0Q" rel="nofollow noopener noreferrer" target="_blank">Download the slides &gt;</a>

<a href="https://accessgroup.my.salesforce.com/sfc/p/58000000Z4gm/a/dO000000DR41/Rp8PpQR0T9jVkwEk.48EsHSynHs5Wddqv2PaODEm7xY" rel="nofollow noopener noreferrer" target="_blank">Download the slides &gt;</a>

<a href="https://accessgroup.my.salesforce.com/sfc/p/58000000Z4gm/a/dO000000JmQj/a3G23iwUt.Kltmb9TdtsRMZ37Uexqu4BtuJ1Nqn9ovA" rel="nofollow noopener noreferrer" target="_blank">Download the slides &gt;</a>

In this article, we explain the data centre migration.

Data centre migration

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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Data centre migration

CallConfirmLive!

Guides for migration readiness

UAT forms

CMBI

Guides for migration readiness

UAT forms

CM Portal and CM Mobile

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