Created 09-Zoho-Desk-(ZDK), moved Knowledge Base information into it.
09-SimpleMind-(MIM) > added "Windows - How to add External Folders" - Full Application Only.
Updated all MIMs in 03-Tools to indicate new 03 designation from 09.
03-SimpleMind-MIM > added How to use the viewer / How to install the viewer / How to Mind Map > Screenshots > Proper settings.
Separated 09-Zoho into 09-Zoho-Mail-(ZMX)-Admin_Guide / User_Guide.
20.0818
Merged 09-Tools-Outlook to Zoho - IMAP Connection from AMR
Rebuilt the Zoho Mail (ZMX) area to include: Filters, Search, Change your Send As, Set an OOO, Automatic Delay Setup, How to use Streams, Disable Notifications for Events, Create a CAL, Make Streams "Cleaner", Fix Zoho Mail in 2 Clicks, Creating Shared Mailbox Rules. From AMR!
Updated "How to MIM" section, with indication of starting off indicating which system to START in.
Added Cloud Desktop section, for remote accessibility.
Updated How to MIM to include use of Merge folder and MIM to Task association.
Updated ZMX > Filters > Notes > How to name Filters.
Added GOT > 2FA
Created 09-Process_Management migrated SimpleMind + created Knowledge Base (KB) entries.
Created 09-Zoho migrated Zoho Mail (ZMX), Cliq (CLQ), Zoho Password (ZPW), Zoho Project (PMS),
Created 09-Training-Sales migrated Training
Created 09-Security migrated Antivirus, Password Management, and 2FA
Created 09-Monitoring-Systems migrated VisualPing (VSP), GTMetrix (GMX), and UptimeRobot (UR)
Created 02-Clients and migrated from 01-Process_Map
Created 09-Telephony migrated 3CX, Twilio, and Digital Ocean
Created 09-Color_Systems migrated Color Palette
Created DAC-02-09-Phones migrated DAC Phones here.
Completed distribution of 09-Tools!
Created 03-Drive-Service migrated Drive-Service - 1336 Nodes!
Created 03-Drive-Support migrated Drive-Support and merged Hiring Process.
Updated 01-Process_Map > Notes to indicate link to this document.
20.0813
Moved to David - SOS revised Version Control system. PM changes from
v2.XX to
v20.xx, to indicate Year as Version control
This also makes it appear that all of our Versioning is much more advanced (v20 is > v2)
03-Drive_Support-Hiring_Process > Update and consolidated for KDM.
2.0810
09-Tools > Security > Zoho Password (ZPW) > Extension setup and configuration, with SS. Incomplete.
2.0806
Moved Standards to underneath Assets, and away from Team section.
Updated Standards > File Name section.
Created Standards > Hierarchy Structure For Everything > Explanation of our Number system.
Created Standards > Creating Accounts > Covers why we use 3LAAdmin.
Tools > Monitoring > VisualPing > Merged AMR MIM into PM!
2.0729
Updated NOTES section of SendGrid, to better explain the purpose of the process.
Added "How to create three letter acronyms" to the GOT section. Added VSP - VisualPing
Added Tools > SimpleMind (MIM) > How to mind map section.
2.0728
The Great Split
Started migration of core branches to separate MIM entries.
Renamed PM > Systems to PM > Tools (as systems refers to any process or greater method of using a tool).
Instituted number coding within PM, to keep alignment with ZWD and ZMX.
Reversed order of Change Log, to make navigation easier.
1.0813
Internal > Process > Drive Service > Guides > CloudFlare
Added configuration for Firewall configuration.
1.0804.5
Internal > Process > Drive Service > Guides > Google > GTM Setup > Custom Tags > ELE Custom Button Tag
Documented procedure to setup HTML Javascript based Button-Name tracking into GAL.
1.0804
GOT - Glossary of Terms > GAL - Google Analytics
GOT - Glossary of Terms > GAD - Google Ads
Created full mapping of Google Analytics interface in DAC-KB-Google-Analytics MIM and linked it to GOT.
Linked existing map of Google Ads interface in DAC-KB-Google-Ads to GOT.
1.0726
Internal > Process > Drive Service > Guides > A/B Testing
Internal > Process > Drive Service > Guides > New Relic
Internal > Process > Drive Service > Guides > CloudFlare
Internal > Process > Drive Service > Guides > Cloudways
Internal > Process > Drive Service > Guides > Mail Systems > SendGrid
Internal > Process > Drive Service > Guides > WordPress > Plugins > Post SMTP
Internal > Process > Drive Service > Guides > RETIRED > WHM - Web Host Manager
Added A/B Testing basic informational area.
Added CloudFlare basic informational area.
Added Cloudways basic informational area.
Added New Relic basic informational area.
Added Post SMTP configuration and SendGrid setup.
1.0621
Internal > Process > Drive Service > Guides > 3CX > Install 3CX Server > Portal > Extensions
Internal > Process > Drive Service > Guides > 3CX > Install 3CX Server > Portal > Security
Internal > Process > Drive Service > Guides > 3CX > Install 3CX Server > Portal > SIP Trunks
Internal > Process > Drive Service > Guides > Twilio > Elastic SIP Trunking
Included documentation on configuration of extensions, creation of SIP trunks in Twilio and setup of trunks in 3CX.
1.0620
Internal > Process > Drive Service > Guides > 3CX > Install 3CX Server
Internal > Process > Drive Service > Guides > Twilio
Added setup and install for 3CX in DigitalOcean, initial Twilio number configuration.
1.0613
Internal > Process > Drive Service > Guides > 3CX > Phones > Master Reset Polycom
Added guide to reset "locked" Polycom phone to default, in order to configure for 3CX system.
1.0610
Internal > Process > Drive Service > Guides > Zoho > SGN - Zoho Sign
Added information for how internal and external parties use SGN in their workflows, from within SGN.
1.0606
Internal > Process > Drive Service > Guides > Google > GMB - Google My Business
Added method to use Google tools for direct linking to review page.
1.0604
Internal > Process > Drive Service > Guides > Zoho > CLQ - Zoho Cliq
Zoho Cliq adding tasks via three dot > more menu system.
1.0531
Internal > Process > Drive Service > Guides > Zoho > SGN - Zoho Sign
Built out guide for creation of Zoho Sign templates and documents.
1.0528
Internal > Process > Drive Service > Guides > Zoho > CLQ - Zoho Cliq
Internal > Process > Drive Service > Guides > Zoho > ZMX - Zoho Mail
Added information for Cliq @Project Bot integration into PMS.
Added information regarding MX, SPF, and DKIM info for Zoho Mail.
1.0527
Internal > Process > Drive Service > Guides > **RESTRUCTURE**
Removed the "Specific Tasks" section from Guides, and regrouped under the relevant topic groups.
1.0526
Internal > Process > Drive Service > Guides > Specific Tasks > ZFL - Zoho Flow
Glossary of Terms (GoT) > Added Terms
Updated documentation for proper Flow naming and additional details.
Rebuilt Specific Tasks section to group items together for clarification.
1.0524
Internal > Process > Drive Service > Guides > Specific Tasks > Plugins > YOA - Yoast SEO
Internal > Process > Drive Service > Guides > Specific Tasks > ZFL - Zoho Flow
Internal > Process > Drive Service > Guides > Specific Tasks > ZMT - Zoho Meeting
Merged YOA section from separate MIM into PM.
Merged ZMT - Zoho Meeting setup into PM.
Added Zoho Flow.
Added user account setup for Zoho Mail.
1.0522
Internal > Process > Drive Service > Guides > Specific Tasks > WHM > Correct Elementor 403 Error
Firewall Block Issue
Internal > Process > Drive Service > Guides > Specific Tasks > WHM > Add DAC Root Accounts
Added documentation for how to work around Elementor error 403 page update issue as it relates to Mod Security
Added documentation for adding new Root level admin accounts, along with 1Password 2FA setup.
1.0521
Internal > Process > Drive Service > Guides > Specific Tasks > Configure Zoho Campaigns (CMP)
Created MIM entries for configuration of Zoho Campaign SPF & DKIM records.
1.0520
Internal > Process > Drive Service > Guides > Specific Tasks > Plugins > All-In-One WP Migration (AIO)
Glossary of Terms (GoT) > Added Terms
Fully merged AIO data into main PM, including access keys.
Added Yoast YOA to GoT.
1.0515
Glossary of Terms (GoT) > Added Terms
Internal > Process > Standards
Internal > Process > Drive Service > Guides > Specific Tasks > Business Card Templates
Expanded to include Zoho Work Drive (ZWD), Business Cards, and more.
Migrated Create + Name Files, Create + Read Tasks, + Time Tracking sections to new Standards area, as these cross all company divisions.
1.0514
Internal > Process > Drive Service > Guides > Specific Tasks > Plugins > iThemes Security (ITH)
Internal > Process > Drive Service > Guides > Create + Name Files
Migrated iThemes plugin configuration into primary PM.
Completed sections on how to properly name files.
1.0513
Internal > Process > Drive Service > Guides > Specific Tasks > Plugins
Internal > Process > Drive Service > Guides > Specific Tasks > Plugins > Install Schema Pro
Migrated Specific Tasks entry from single group, to use subsection group called Plugins. Moved GTM, EUM, SCH, and AIO to fall under this area.
Buildout of guide for Schema Pro, specifically for Local Business + Local Reviews.
1.0510
Internal > Process > Drive Service > Guides > Create + Read Tasks
Internal > Process > Drive Service > Guides > Specific Tasks > Install Easy Update Manager Premium
Removed "How To" from "How To Guides" branch for brevity.
Created new entries in TASKS section for naming of task items, need to follow up for removal of BC references, as we are migrating to Zoho Project (PMS).
Including PLN + ORG.
Began using large block bookmarks "**NEED TO COMPLETE" to showcase areas requiring future attention.
Buildout of guide for install + configure of Easy Update Manager Premium plugin.
Glossary of Terms
Created new area for collection of all Three Letter Acronyms (3LA) entires across DAC.
1.0429
Internal > Process > Drive Service > How To Guides > Specific Tasks >
Internal > Process > Drive Service > How To Guides > Specific Tasks > Create a Website
Updated to color variation in training areas to improve readability.
Initial build out of Create a Website task information.
1.0423
Created PM guide for how to setup staging areas for new website creation.
1.0411
Internal > Process > Drive Service > How To Guides > Create + Read Tasks
Moved WEB under DES, as it is a Design Drive service. Added TRK (Track instead of Zoho) as that is another channel. Added TRN (Training) as an project code.
1.0410
Internal > Process > Drive Service > How To Guides > Create + Read Tasks
Internal > Process > Drive Service > How To Guides > Time Tracking
Internal > Systems > Communications > Email > Distribution Lists
Built out map for Tasks in Basecamp, Time Tracking in Zoho People, and Email distribution lists in Exchange.
1.0406
Created Drive > Skills We Use section, to begin build out of skillset and tools relevant to our products.
1.0405
Updated team Distribution Lists, updated Training-01 & Training-02 distros. Added information about Coolors for color palette.
1.0404
Changed to DATE NOTATION naming scheme <1 = first year of PM life cycle (next year on the 1st will be 2, etc.) - April (04), 4th day (04)>, making increasing revisions easier to follow, as file time stamps will match revisions number. Added recommended reading section for team development.
1.03
Added Team Development Meeting Calendly Link + Save to Google Drive Chrome Extension.
1.02
Drive Service -> How To Guides - Create + Read Tasks. Updated how we create and parse tasks for easy readability.
1.01
Services - How To - Track Time
1.00
Official 1st Release - March 25th, 2019