Onboarding checklist
- Last UpdatedMar 30, 2022
- 1 minute read
The table below is a summarized checklist of the onboarding items mentioned in the Onboarding topic.
| Business |
|---|
| Contact collaborating party |
| Validate that the collaborating party uses PI Cloud Connect |
| Define the scope for data sharing |
| Assess the sensitivity/criticality of the data to be shared |
PI Cloud Services onboarding |
| Define the account name |
| Define/create the Microsoft account used for administrating the account |
| Read and agree with Terms of Use and Privacy Statement |
PI Cloud Connect customer portal |
| Validate that an activation email has been received |
| Activate the account within 48hrs |
| Sign in to the Customer Portal is successful |
| Navigation within the Customer Portal is successful |
Data preparation |
| Data to be shared is organized in PI AF |
| Security around accessing the data is defined/known |
| PI AF data targeted for publication does not contain unsupported objects |
PI Connect node pre-requisites |
| Review the requirements described in Download and install PI Cloud Connect |
| Access to Internet |
User accounts and credentials |
| User Account for the PI Connect node Windows Service |
| Microsoft account to connect to the Customer Portal |
| PI Cloud Connect tenant activated |
Guidelines about defining the sensitivity and criticality of the data can be found in ISA 62443-2-1 as well as FIPS 199.