From DocuSign, Go Live Part 3: A Go Live demo.
In this video, I’ll demonstrate the complete Go Live process with the Go Live review passing
on the first try.
This is the experience for the majority of our customer and partner developers.
Before starting the Go Live review: Use your application to send 20 or more test
API calls, either automatically or manually.
Send all of the calls in a single 24 hour period.
The API calls to UserInfo or related API methods don’t count towards the set of 20 API calls.
And of corse, no polling per DocuSign API rules.
Each of the calls must complete successfully.
An API call is successful if it returns a status code in the 200 to 299 range.
You can make additional test calls before the 20 calls, and those test calls can have
errors.
You can only make successful calls after the API calls that will be reviewed.
For more information on which calls are counted, and the polling rules, see video number 2
in this Go Live series.
The Go Live review process will check the API calls your Integration Key made.
So the system needs to know the date of your test API calls.
To ensure that all of the calls are reviewed, the calls for a 3 day period, centered on
the date that you entered, will be checked.
Calls that you make in the future will not be checked unless you restart the Go Live
review.
While you can pick a date up to three months in the past, it’s best to start the Go Live
review within a month of your test transactions.
However, you should also wait a minimum of 15 minutes after your last test transaction
to start the Go Live review.
Waiting 15 minutes gives the DocuSign system time to transfer the call logs from the cloud
platform to the analytics platform.
Now let’s see Go Live in action.
Here we are on the front page of the DocuSign administration tool for on the developer sandbox
environment, the demo platform.
Go Live is initiated from the developer environment, not from the production environment.
If you have enabled organization administration, go to this page to administer a specific account.
Next, open the API and Keys screen.
Here you will see a list of your applications and the Integration Key associated with each
one.
Use the Actions menu for the Integration Key you want to test; and choose the Start Go-Live
Review action.
The admin tool will open a modal window to enable you to choose the date of your test
transactions.
Select the date when you ran your test transactions and click Review.
Note that the status of your Integration Key has been updated to Under Review.
Next, wait 10 minutes and use the Action menu to refresh the status.
Now we see that the review has completed and the status has been updated to Review Passed.
Excellent!
If the status is still Under Review, then wait another 10 minutes and refresh the status
again.
Use the Action Menu to select Review Results.
The results modal window shows that you’ve passed the Go Live review.
Congratulations!
The next steps will require that you are able to log into the production account, as an
administrator, that will become the Management Account for the production Integration Key.
If someone else is the administrator on the production account, then wait until they are
available to help you.
They can help you in person, or you can use remote screen sharing, either to have them
remotely login to the production account on your computer, or you can remotely login in
to the developer sandbox system on their computer.
Next, click Go Live.
Next, review and agree to the terms and conditions for integrating your application with DocuSign.
Check the box and click the Submit button to agree with the terms and conditions.
Next, a popup log in screen appears for logging into your account on the production DocuSign
environment.
If your browser is set to block these types of pop up windows, you will need to adjust
your browser to allow the pop up.
Enter your email and login to the production DocuSign account that will be used as the
management account for the production version of the Integration Key.
After you log in to the production environment, a new modal window will be shown.
It enables you to pick which production account will become the integration key’s management
account.
Use this modal to choose the appropriate account and then click Select
You will see a status message that the Go Live request has been sent.
Another modal panel gives you the option of switching to the system administration tool
for the production account.
Note that the status of the Integration Key has been updated to Pending Approval.
The next step is a manual audit process by the DocuSign team in Washington state, USA.
Please allow up to 3 business days for this process.
At the end of the audit process, you will receive an email from DocuSign with the completed
DocuSign envelope confirming that your integration key is now Live on the production systems.
Congratulations!
You now have a new Integration Key on the production platforms.
Your original Integration Key, on the developer sandbox environment, is still enabled.
It can be used with the demo DocuSign platform.
The two Integration Keys share the same number, but they are entirely different and do not
affect each other.
Continue to use the developer sandbox integration key for on-going development and testing of
your application.
Remember that DocuSign updates its systems each month or sometimes more frequently.
While it is rare for an update to affect an existing integration, it can happen.
Guard against this situation by regularly testing your application within the developer
sandbox environment.
Automated testing is the best approach.
The next step for your new production integration key is to configure it and test your application
in production.
Thank you for watching this video.
Stay tuned for the next video in this series, Updates for production.
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videos.
Thanks very much.