Best Practices in Using the Unionpoint Portal

Implement recommended best practices that help make your Unionpoint Portal experience more efficient.

Productized Integration Deployment

To ensure a safe rollout of your productized integration for Deltek-to-Deltek or Deltek-to-third-party products, Deltek recommends that you do the following steps before you deploy the productized integration to your production environment:
  1. Provision sandbox environments for your Deltek-to-Deltek or Deltek-to-third-party products using your standard operating procedures.
  2. Submit a support case to Deltek Support Services to provision a Unionpoint sandbox for you.
  3. Install and run the productized integration in your sandbox environment and validate that all test data exchanges performed by the productized integration are accurate and correct.
  4. Clear out any data mapping created during testing.
  5. Back up the production databases for your Deltek-to-Deltek or Deltek-to-third-party products.
  6. Switch your sandbox environments to production.

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