Planning checklist

The following checklist has an entry for each of the sections in the planning chapter of this help. Use the list as a planning tool to remind you of the different decisions that have be made and actions that have to be taken during the planning process.

Item	Details	Completed
System Architecture	Decide which architecture to use (Standalone, Distributed Database).	□
Client Types	Decide which type of clients and how many of each are needed (Web Clients, Engineering Clients).	□
IT requirements	Decide which computer hardware, and operating software to use (OS, SQL Server). Understand the network related dependencies, and plan for them.	□
System maintenance	Understand the system maintenance needs and recommended actions.	□
Disaster recovery strategy	Understand on disaster recovery and recommended strategy	□
Licensing	Understand which licenses (PME, OS, SQL, ...) are required for your system and plan to purchase them in time for the deployment.	□
System installation and upgrades	Understand the prerequisites and the different options for new installs and upgrades.	□
Feature Selection and design	Define which features and modules you want to setup for the user. Understand the prerequisites and dependencies, and plan for them.	□
Device networks	Understand the device network options (Ethernet, serial). Match the devices with features and modules (device capabilities, performance, and so on).	□
Cybersecurity	Understand the security needs of your customer and application. Develop a security strategy and plan for the system, the network, the devices, and other relevant components (data encryption, virus and malware detection, firewalls, ...).	□
System integration	Understand the different approaches and technologies for integrating PME with other systems, for example, OPC, EWS, ETL, ODBC, PQDIF, VIP, ....	□
Deployment considerations	Understand the complexity of the deployment and the time and expertise required.	□