Process for on boarding

process.md

Terms

• Arcadia Id: This is the id of a tenant. The id comes from Arcadia and is the id for that tenant already used in other Arcadia applications.
• Location Id: This is the id of a clinic location under a Tenant used to group the data files for that location. This is also the value of the directory under the tenant on s3.
  • This allows us to pick and choose which Data Sources users have access to when setting them up in the system.
  • Example: Tenant 1234 has 3 locations. Each location may have a number assigned by Tenant (ie. Office 14, Office 32, etc.) or Arcadia can just create them nummerically.

Process Flow

Set up the Tenant

1. Sign in to any app url as an Arcadia Admin
2. Go to the Admin Section.
3. Click the Tenants link in the top nav.
4. Click the 'New Tenant' button.
5. Fill in the form fields to create the new Tenant.

• Name: The name of the Tenant
• SubDomain: The subdomain that will appear in the URL (This is NOT the full URL).
• Arcadia Id: This is the ID for the Tenant that appears in the other Arcadia applications (whatever identifies the Tenant other than text).
• Logo: Choose the logo file for the Tenant. This is used to brand the application for the client. This is optional

6. Click the 'Create Tenant' button. Note: After the Tenant is created, The subdomain must be created on the hosting server and the DNS will need to be propigated in order to continue.

Set up the Data Sources

Note The Tenant must be setup before this task can take place.

1. Sign in to the new URL for the Tenant (subdomain.domain.com) as an Arcadia Admin.
2. Go to the Admin Section.
3. Click the Data Sources link in the top nav.
4. Click on the 'New Data Source' button.
5. Fill in the form fields to create the new Data Source.

• Name: The text value that is displayed to the users in the Data Source selection dialog.
• Tenant: Select the Tenant that this Data Source belongs to.
• Location Id: The value of the location the data is for. This value must match up with a directory number created under the tenant on s3.

6. Click the 'Create Data Source' button.
7. Repeat this process for each Data Source relating ot the Tenant. Note: The Data Sources are specific to a location under the Tenant. So it is assumed that all data files under that directory are for the users with the specific Data Source assigned to them.

Example AWS S3 Folder Structure

Note: The image below is from our first pass. The folder structure should eventually be the Tenant_ID as the parent Tenant directory with nested Location_ID directories.

Set up Users

1. Sign in to the new URL for the Tenant (subdomain.domain.com) as an Arcadia Admin.
2. Go to the Admin Section.
3. Click the Users link in the top nav.
4. Click on the 'New User' button.
5. Fill in the form fields to create the new User.

• Email: The email address for the new user.
• Tenant: Select the tenant that the user will be assoicated with. (If signed in as a Tenant Admin the Tenant selector will not be available as they will only be able to set up users for the Tenant they themselves are associated with)
• Role: Select the Role of the user.
• Arcadia: Super user with access to all subdomains and data sources. Can setup users with any roles.
• Admin: Tenant Admin with access to one tenant, it's subdomain, and all data sources associated with that one tenant. Can setup users with Tenant Admin and User roles.
• User: Basic user with access to the tenant and data sources associated with them. No Admin access.
• Data Sources: Radio Buttons to select which Data Sources the user will have access to. Will currently still need to select all of the Data Sources with setting up either Admin role.

6. Click the 'Create User' button.
7. Repeat this process to add more users.