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The Client Transition:
4 Key Components to an Easier Onboarding
Erick Solms
Training
• Domain Registration
• Nameservers (DNS)
• Web Hosting
• Email Hosting
Domain Registration
• Domain registration is when you
purchase the rights for a domain for
a certain period of time.
• You purchase it from a Domain
Registrar.
• Generic top level domains are .com,
.net, .org, .co.
• There are now other top level
domains such as .Miami, .online,
.club
• Red Spot Interactive uses mainly
GoDaddy for this service.
Nameservers (DNS)
• Each domain registrar gives you the ability
to tell the world where your
NAMESERVERS will be located.
• GoDaddy gives you their local
NAMESERVERS.
• NAMESERVERS are the “Yellow Pages” for
your Registered Domain. Examples: Where
do I go for Portal.Redspotinteractive.com?
Where do I send emails to
RedSpotInteractive.com?
• The records inside the NAMESERVERS is
where the DNS records are located for the
domains. Each DNS record is stored on the
DNS Zone that is on the NAMESERVERS
for the domain.
• Red Spot Interactive uses GoDaddy or
DNSMadeEasy for Yellow Page Services.
Web Hosting
• The website is hosted at a physical location
(web server WPEngine) that has a public IP
(Address) that is published in the DNS
(Record) in the Yellow Pages of the domain
(NameServer) in which the domain has to
be registered by the client or Red Spot
Interactive (Domain Registrar).
• Red Spot Interactive hosts all sites at
WPEngine. All sites are developed on
WordPress.
• Backup requests are easy to handle when
the client has Wordpress because of tools
handled by WPEngine.
Email Hosting
• Emails are hosted at an Email Service
Provider. The mailboxes are configured. The
world knows to deliver emails to a Domain
based on the Email Records (MX Records)
that are on the Yellow Pages (Nameservers)
of the Domain.
• Email Hosting has to be planned.
• Email hosting Providers most commonly used
are Office 365 and G Suite from Google.
• New Clients will take about 1 to 2 hours (No
Existing Email)
• Email Migrations will take 1 to 2 hours plus
about 30 to 45 minutes per existing user.
• Archiving/Encryption/Security must be advised
for HIPAA clients.
• The key factor for a migration are transferring
emails (email history) and reconfiguring
devices with new email settings.
.
Common Issues
• Domain Transfer – This takes
authorization processes between
Registrars.
• DNS Records Missing – The easiest way
is to have all the records on the Yellow
Pages.
• DNS Propagation – It takes about 2 to 8
to 8 hours to tell the world that there
are new records on the yellow pages.
pages.
• Web Browser Cache – Use
geopeeker.com to make sure that the
the site is now in production.
Questions
• Contact us at 561-425-6100 extension 2 for
Technical Support or preferred method
help@simplitfy.com.
Thank you!
Erick Solms
esolms@simplitfy.com
561-425-6101
www.simplitfy.com

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Simplitfy - 4 key components to an easier onboarding

  • 1.
  • 2. The Client Transition: 4 Key Components to an Easier Onboarding Erick Solms
  • 3. Training • Domain Registration • Nameservers (DNS) • Web Hosting • Email Hosting
  • 4. Domain Registration • Domain registration is when you purchase the rights for a domain for a certain period of time. • You purchase it from a Domain Registrar. • Generic top level domains are .com, .net, .org, .co. • There are now other top level domains such as .Miami, .online, .club • Red Spot Interactive uses mainly GoDaddy for this service.
  • 5. Nameservers (DNS) • Each domain registrar gives you the ability to tell the world where your NAMESERVERS will be located. • GoDaddy gives you their local NAMESERVERS. • NAMESERVERS are the “Yellow Pages” for your Registered Domain. Examples: Where do I go for Portal.Redspotinteractive.com? Where do I send emails to RedSpotInteractive.com? • The records inside the NAMESERVERS is where the DNS records are located for the domains. Each DNS record is stored on the DNS Zone that is on the NAMESERVERS for the domain. • Red Spot Interactive uses GoDaddy or DNSMadeEasy for Yellow Page Services.
  • 6. Web Hosting • The website is hosted at a physical location (web server WPEngine) that has a public IP (Address) that is published in the DNS (Record) in the Yellow Pages of the domain (NameServer) in which the domain has to be registered by the client or Red Spot Interactive (Domain Registrar). • Red Spot Interactive hosts all sites at WPEngine. All sites are developed on WordPress. • Backup requests are easy to handle when the client has Wordpress because of tools handled by WPEngine.
  • 7. Email Hosting • Emails are hosted at an Email Service Provider. The mailboxes are configured. The world knows to deliver emails to a Domain based on the Email Records (MX Records) that are on the Yellow Pages (Nameservers) of the Domain. • Email Hosting has to be planned. • Email hosting Providers most commonly used are Office 365 and G Suite from Google. • New Clients will take about 1 to 2 hours (No Existing Email) • Email Migrations will take 1 to 2 hours plus about 30 to 45 minutes per existing user. • Archiving/Encryption/Security must be advised for HIPAA clients. • The key factor for a migration are transferring emails (email history) and reconfiguring devices with new email settings. .
  • 8. Common Issues • Domain Transfer – This takes authorization processes between Registrars. • DNS Records Missing – The easiest way is to have all the records on the Yellow Pages. • DNS Propagation – It takes about 2 to 8 to 8 hours to tell the world that there are new records on the yellow pages. pages. • Web Browser Cache – Use geopeeker.com to make sure that the the site is now in production.
  • 9. Questions • Contact us at 561-425-6100 extension 2 for Technical Support or preferred method help@simplitfy.com.