The technical concept describes the technical procedures, such as selecting hardware and operating system components, how to integrate the terminal servers in the existing infrastructure, and installing all required applications. The specifications explain the formal processes during the project, for example, decision making, time schedules, measurable results and milestones, approval procedures and criteria, exit scenarios, and escalation mechanisms. Both documents are absolutely essential for the successful conclusion of the entire project. Therefore, changes to the technical concept or specifications during the project should always be checked and approved by all project partners involved. During the planning phase, the customer will receive some initial training, if this has not been done before, to establish a common basis for know-how and terminology. Pilot phase In this phase, there will be a so-called “clean room installation” with no direct connection to the existing production target network environment. This procedure helps prove the basic functionality of the project concept. It could even require separate network components and individual domain controllers, file servers, print servers, database servers, and so on. Only if very extensive third systems (for example, mainframe computers or comprehensive databases) need to be connected should compromises to the clean room installation be made. As a result of this phase, there will be documented tests in line with the specifications, which will help determine reference parameters.įield-test phase This project section deals with transitioning and integrating the clean room installation into the existing production environment. The focus lies on establishing connections to existing user accounts, backend servers, and legacy systems. Furthermore, it is often necessary to adapt logon scripts, profiles, and policies. Sometimes, complete strategic corporate processes for network, user, and server administration are questioned during this phase. Test users and approval procedures ensure that the installation is qualified. The last part of this phase sees the composition of approval protocols, project documentation, and, if applicable, complete operational concepts. Production phase In this phase, the end users start to work with the system productively. In the beginning, the service provider will offer on-site assistance. If this results in essential changes in the users’ work routines, there will be acceptance difficulties for some time.

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