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RIO Recipe

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RIO Recipe

Our cookbook for a successful implementation

  • Overview

Discovery

  • Overview - Discovery
  • Discovery Sessions
  • Master Data Preparation
  • Setting up RIO Ready for Demo or Prototype Instance
  • CPD Course Requirements

Design & Prototype

  • MVP Requirements
  • Overview - Design & Prototype

Build & Implementation

UAT

  • UAT & You

Deployment & Metadata

  • RIO Education installation
  • Salesforce, EDA, RIO Education instance preparation
  • Upgrading? Which metadata should be deployed
  • Not using Communities? What metadata to deploy
  • RIO Education Deployment Process
  • RIO Education Upgrade Plans
  • RIO Education Upgrade Tasks
  • Important setup for newly cloned sandbox and test classes
  • Deployment Checklist
  • Community Deployment Checklist
  • Things to note before adding items to Component list for deployment
  • "Document with ID does not have an owning Library" error when upgrading to version 3.6 and above
  • Will upgrading metadata overwrite custom settings and metadata?

Project Management & Governance

  • Overview - Project Management & Governance

Certification Process

  • Overview - Certification

Popular Articles

  1. Appendix: Sample Data Generation
  2. RIO Challenge #3: Setup Program Data
  3. Integrating to Moodle with RIO Connect (Overview)
  4. Our Technology Partners
  5. RIO Challenge #2: Setup Master Data (Fee's)
  6. RIO Education Data Model
  7. Program Enrollment
  8. Session
  9. RIO Challenge #4: Setup Program Pathway Data
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