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When creating a Redesign instance for a district new to State Software.  This page assumes Redesign only, no dependency on Classic for any processes.

Step-by-step guide

  1. Install Docker
  2. Set up nginx-proxy or other reverse proxy to provide secure application access
  3. For Each District
    1. Configure the docker instance on the server, see Setting up a District Instance
      1. New to Docker?  Here are some Useful Docker Commands
      2. Make sure you review the JVM Configuration for suggested container memory settings

Post Instance Startup Steps

These are the steps you need to follow once you are able to log into the USAS Redesign instance.

  1. Go to System/Modules to install the following modules:
    • Classic Requisition Approval Module: must be installed if they want to use Onbase 
    • Email Notification Services: must be installed if they want to send reports via email using the Job scheduler or Report Bundles.
    • File Transfer Notification Services: must be installed if they use RAM.
    • USPS Integration Module: must be installed in order to post USPS-R payroll, Board Retirement and Board Share of Distribution files into USAS-R.
    • User-Based Balance Checking module: must be installed if district wants to control, per user, the ability to allow posting to negative balances on budget and appropriation accounts.
    • Windows Active Directory Service Authentication: must be installed if they would like to use Active Directory.
  2. Go to System/Configuration
    • EMIS SOAP Service Configuration: Enter the fiscal year the district will be reporting for the next Period H submission.  This is required before running the EMIS extract option under the Extracts menu.
    • Transaction Configuration: Specify the highest transaction number to be used instead of the system using the highest number retrieved from the database.  
  3. Go to Core/Organization: District will need to enter the Organization Detail for their district, including name, address and ID numbers.  The Central Office Square Footage and ITC IRN should also be added. 
  4. Go to Core/Posting Periods:   When new districts come on to the Redesign they need to start in July in order to have a full fiscal year of posting periods.  Right now the system won't force you to create July, but we have an issue to implement that restriction.  Currently, in a new database the first posting period you create cannot be deleted and you cannot create a period prior to it.  When you start up the new districts, regardless of what month it is, you'll create the July posting period and then any subsequent periods to get them to the current period in whatever fiscal year they start up in.  Even if they start up in January for example, you would still create July - Dec, even if they have no data to enter into those periods.  It's important to have the complete set of posting periods for the fiscal year.




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