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Planning

The Planning Stage ensures you prepare in the best and most effective ways. This includes assembling a team and assigning everyone specific roles. Decisions you make during the Planning Stage can help you save time and money long-term.

Estimated Time to Complete Stage Resources: 4 Hours
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01

Kickoff

Estimated Completion Time: 1 week | High Intensity
Gather the team, review DXP Cloud and how it works as a platform, and discuss your goals. Don't forget to highlight areas of risk.
 
Intro to the Kickoff Phase | 00:47
02
1 hour

Liferay Fundamentals Module 1

Creating Digital Experiences with Liferay

See how Liferay is transforming enterprises by providing digital solutions tailored to their needs. From Digital Workplaces to Patient Portals, Liferay DXP is a flexible solution for every business scenario.
03
30 mins

Liferay DXP Cloud Support Onboarding Module

Start your project off right by gaining an understanding of what Liferay DXP Cloud is, how it works, and how it simplifies processes, allowing you to deliver with confidence by focusing on what matters.

01

Milestone Checkpoint

Make sure you have:
  • Planned out your project
  • Assembled your team
  • Determined roles and responsibilities
  • Set a timeline
  • Provisioned your team
  • Created team Liferay.com accounts
  • Registered with Liferay University
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01

Setup

1–2 Weeks | High Intensity
Plan your solution, define team roles, and prepare the development environments. Verify that the right team members have all they need.
 
Intro to the Setup Phase | 00:41
02
45 mins

Manage Liferay in the Cloud with DXP Cloud

Revisit Liferay DXP Cloud and review the essentials of DXP Cloud through our use case, Wineray.
03
1 Hour

Liferay Fundamentals Module 2

Managing User Accounts

This course module will take you through the essentials of user management. Learn how to create, import, and manage user accounts in Liferay DXP.
04
45 mins

Liferay Fundamentals Module 3

Controlling User Access

With users now in Liferay DXP, you’ll learn how to leverage Liferay DXP’s fine-grained permissions system to determine what users are able to do throughout the platform.
Preview Video of Course Module | Estimated Module Time: 45 Minutes
05
30 mins

Liferay Fundamentals Module 4

Site Building Feature Overview

See how the essentials of creating sites and content in Liferay DXP act as cornerstones of creating digital experiences.

01

Milestone Checkpoint

Make sure you have:
  • Solidified your project plan
  • Created a development strategy for front-end and back-end modules
  • Defined a platform strategy for user organizations, sites, and roles
  • Defined your identity management strategy
  • Set performance KPIs for the project
  • Set up your GitHub project repository
  • Completed all Liferay University modules related to DXP Cloud
  • What is DXP Cloud? module
  • What Problems Does DXP Cloud Solve? module
  • Services in DXP Cloud module
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Congratulations!
You've finished the Planning Stage.

Your CSM will reach out to you within the next 24–48 hours to schedule a debrief meeting. By completing this stage, you have:
  • Planned out your project
  • Provisioned your team
  • Set up your GitHub project repository
  • Completed all Liferay University modules related to DXP Cloud
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