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self sign-up v2 by Mind Map: self sign-up v2

1. Phase 1 - UI/DB/API

1.1. batch creation on existing server

1.1.1. ActOn forms for sign up

1.1.1.1. ActOn to update SF

1.1.1.1.1. regular form submit

1.1.1.2. Salesforce to update account managers

1.1.1.2.1. form submission email alert

1.1.1.3. Should we have T&Cs in ActOn?

1.1.1.3.1. probably

1.1.1.4. ActOn/Salesforce to update MetaDB

1.1.1.4.1. "External double post URL"-feature

1.1.1.4.2. include GeoIP information

1.1.2. Max 100 accounts

1.1.3. CAD

1.1.3.1. Amazon Aurora

1.1.3.1.1. Receive data from ActOn double post submission

1.1.3.1.2. Send out verification email with link

1.1.3.1.3. Receive link

1.1.3.1.4. Push client data to EF

1.1.3.1.5. Email client before expiry

1.1.3.2. Rewrite client switcher to use the CAD

1.1.3.3. APIs Required

1.1.3.3.1. Aurora supports remote SQL

1.1.3.3.2. Account - full CRUD

1.1.3.3.3. Accounts List

1.1.3.3.4. EF initialise namespace

1.1.4. Simplified generic namespace names

1.1.5. Limit email sending

1.1.5.1. 500 for the trial period?

1.1.5.2. Useful for all accounts

1.1.6. Disable creation of new admin portal users

1.1.7. Install trial license

1.1.7.1. RegX5 only

1.1.8. Create admin user

1.1.9. Send welcome email

1.1.9.1. Update welcome email contents

1.1.10. Regular sales process of real license

1.1.10.1. EF to push update to MetaDB

1.1.10.2. remove trial flag in EF

1.1.10.2.1. Allow creation of backend uers

1.1.10.2.2. Unlimited emailing

1.1.11. Cater for extensions of trial period?

1.1.12. reset namespace 30 days after trial period ends

1.1.12.1. run refresh job once a day

1.1.12.2. Wipe all data

1.1.12.3. run new namespace install

1.1.12.4. update MetaDB

1.1.12.5. email tech?

1.1.13. Update T&C

1.1.13.1. Region dependent?

1.1.14. Limit support

1.1.14.1. Flag intercom calls as Trial

1.1.15. Label Sherlock updates as 'trial'?

1.1.16. Improve first time UX

1.1.16.1. start at event creation

1.1.16.2. Demo event?

2. Phase 2 - Infrastructure

2.1. New clusters (US/UK/EU)

2.1.1. Make user select cluster

2.1.2. Different T&Cs

2.1.3. Max 500-1000 account per cluster

2.1.4. All accounts must have cryptic CSP app names

2.1.5. IRIS

2.1.6. Linux

2.1.7. Containers

2.1.7.1. Kubernetes

2.1.8. AWS

2.1.9. Max cost ceiling?

2.1.9.1. JAW to provide costings

2.1.9.1.1. £3000/month per cluster

2.1.9.2. Base it on 50% of current CPU

3. Phase 3 - Payments

3.1. payment portal

3.2. UI for license purchase

3.3. UI for renewals

3.4. individual complete machines?

3.5. MetaDB in the cloud