A six-station rollout
- Baseline: record editions, workstation constraints, and current session sources.
- Pilot: choose representative operators and destinations.
- Decisions: document session naming, configuration location, gateway rules, and transfer boundaries.
- Exercise: run common tasks and failure drills.
- Handoff: provide operator notes and named support ownership.
- Revision: review feedback before the next cohort.
Configuration sharing deserves care
Official documentation describes options for sharing configuration and sessions, including Professional Edition customization and externally located configuration files. Suitability depends on licensing, access controls, update ownership, and the way your team separates shared defaults from user-specific state.
Artifacts
- Pilot scope and acceptance observations
- Session taxonomy and ownership record
- Configuration decision log
- Operator quick-reference sheet
- Support and revision matrix