A - new Spacewell tenant

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Laura CARBO

 

In this scenario, we are dealing with a 100% new tenant. No migrations from MCS or Asset.

When in doubt, go back to Space Management activation playbooks

 

Step Component Action How Who
1 REQUEST
1a Zendesk

When a new Spacewell tenant must be set up, this task is handled by the support team completely.

Based on the Salesforce information, the necessary actions are triggered for the various deployment tasks (see next steps).

 Manual Support team
1b Zendesk Send notification of the request to product team and create Jira item in the QUEEN project 
 		 Manual Support team
 
2 DEPLOYMENT
2a Cobundu Deploy new tenant Automation Cobundu Core team
2b Space Mgt + storage app Enable space management for tenant (db schema + roles) via script Automation Cobundu Core team
2c Asset Deploy new tenant Automation Support team
2d Integration platform

Deploy new tenant

Integration platform tenant creation (SW internal) 

 Manual Integration team
3 ACTIVATION
3a Asset

Activate the “Space management integration” module in Asset

Global assistance page:

Space Management integration 

Activation instructions:

Space Management integration module activation and information 

 Manual Implementation consultant
3b Integration platform

Login to https://integration.spacewell.com/

Space Sync – Setup connectors to Asset and to Space Management

Instructions:

Space Management integration 

 Manual Implementation consultant
3c Integration platform Activate Space Sync for the tenant Manual Implementation consultant
3d Studio For the specific tenant, create or edit an account with role “space.admin” who will perform the data import.
Check that this role has all the necessary rights to import location master data.		 Manual Implementation consultant
 
4 DATA IMPORT      
4b Space Management

Login to space management using the account from steps above.

From Space Management, export XLXS templates for master data:

  1. Building Types
  1. Space Types
  1. Subspace Types
  1. Regions
  1. Sites
  1. Buildings
  1. Floors
  1. Spaces
  1. Subspaces
 Manual Implementation consultant
4c Excel Populate the XLSX templates with appropriate customer data Manual Implementation consultant
4d Space Management

Import the XLSX files in correct order:

  1. Building Types
  1. Space Types
  1. Subspace Types
  1. Regions
  1. Sites
  1. Buildings
  1. Floors
  1. Spaces
  1. Subspaces
 Manual Implementation consultant
4e Space Management Besides importing location master data via the XLSX templates, you can also create them interactively in the Space Management application Manual Implementation consultant or customer
4f DWH
  1.  Update tenants.yaml → is_space_enabled : true
  2. Populated BIT/BIX pipeline with space tables
  Manual BI team
5 Quality assurance Checking all integrations    
5a Space Management Check if locations are all available in Space Explorer Manual Implementation consultant
5b Studio Check if locations are visible
(refresh the page)		 Manual Implementation consultant
5c Asset Check if locations are under control of space management.
When space management is activated, there will be some level of restricted access in Asset.
 		 Manual Implementation consultant
 
6 Floor plans      
6a Prepare drawings See guidelines:
Space Management - Addendum A - Preparing CAD Files 		 Manual Customer
6b Space Management

Import floor plans

Use the normal procedures in Space Management:

  • Import drawing
  • Prepare drawing
  • Create Layout
  • Activate Layout
 Manual Implementation consultant or customer
6c Floor plans in Studio Configure Space Mgt layouts in Studio Manual Implementation consultant or customer

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