This appendix lists questions and actions that help facilitate the interaction with the customer’s IT department for configuration of the Metasys system for use with Active Directory services. You need to obtain this information and complete the configuration before the feature is enabled and Active Directory service users are added to the Metasys system. Keep in mind that these actions are most likely performed by the customer’s IT department. Furthermore, several IT teams may need to be involved; for example, assistance from the Active Directory Service Team, IT Security Team, Infrastructure Team, and Network Team may be needed. Make sure you allow time for any necessary team interaction. Also, keep in mind that:
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These questions focus only on the IT needs of the Active Directory service feature and not on the Metasys system. The Metasys system should be properly configured with a version of the Metasys server (and SCT) software that supports the Active Directory feature. Example logistics that fall outside these questions include:
- administrative access to the Metasys server
- proper SQL Server rights to install or upgrade the Metasys server software
- firewalls between Metasys system devices
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These questions assume that the person gathering the information is familiar with the Active Directory service feature.