Useful Documentation

The following documentation will be useful during the initial setup of ActiveControl, and also for ongoing reference during operational usage of the product.

ActiveControl Document Purpose
Self Blueprint Used to help define the key characteristics of your organisation’s required setup.
ActiveControl Quick Setup Guide Step-by step instructions for the main setup of ActiveControl
ActiveControl Administration Guide Detailed technical documentation about ActiveControl
ActiveControl User Guide Detailed functional user documentation about ActiveControl
Security Roles Matrix Details the standard out-of-the-box Single and Composite Roles that are provided with ActiveControl.
Email Notifications Matrix Details the standard email notifications sent by ActiveControl, and their audiences.
Analyser Matrix Summary of the 70+ automated ShiftLeft analysers available with ActiveControl.
Knowledge Articles Online forum containing 1000+ Knowledge Articles and Changes Notes relating to ActiveControl. Available at https://support.basistechnologies.com
DevAnalytics – Quick Setup Guide Step-by step instructions for the setup of DevAnalytics

Useful Templates

ActiveControl Template Purpose
Activity Plan Excel spreadsheet outlining the main activities required during a standard ActiveControl implementation.
Data Migration Excel spreadsheet template used to migrate inflight tickets & transports into ActiveControl as Business Tasks and Transport Forms.
Training Slidedeck Generic ActiveControl training slides that can be tailored to your organisations requirements.

Popular Knowledge Articles

Depending on your intended processes within ActiveControl, the following online Knowledge Articles will likely also be helpful during the implementation:

FAQ Topic Knowledge Article link
Rules Engine – Approvals Various – search for “Rules Engine Approval”
Rules Engine – Skipping Various – search for “Rules Engine Skip”
Rules Engine – Testing Various – search for “Rules Engine Test”
Merge Link
Auto-Transport Naming Convention Link
Backout Link
Transport of Copies Link
Data Migration Link
Domain Controller Migration Link
System Refreshes Link

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