After SecureSheet testing is complete and you are confident that User security is working as you expect it to, prepare your final data before opening up SecureSheet to your end users.

NOTE:  The formulas in your Excel model must be finalized and loaded into SecureSheet at least five (5) business days before go-live.

Preparation for Go-Live 

1. Run the Verify User Views report from the Admin Tasks drop-down on your SecureSheet Home Page.
1. Verify that the number of rows that result in each view for each user are what is expected.
2. Impersonate one user from each of the security profiles you have set up for your users.
1. Verify that the default view is what you expect.
3. Confirm sharing permissions are as expected in SecureSheet

• Export Sharing from SecureSheet.
• Review the Users tab in your Users-Views SecureSheet.
• Ensure there are no duplicate emails in column A in your Users tab.
• Update, add, or delete users as necessary.

4. Review summary calculations in your header rows to ensure that they cover all the data rows in the sheet.

• You may extend the end range past your last row of data in case you add any employees after go-live. This way the calculations will already be set up to include added rows, and SecureSheet will ignore any rows past your last row of data.

5. Remove test data from your SecureSheet.
1. As you tested, if you did not delete values you entered during testing, be sure user-entered value-based columns are clear of test data and ready for your users' input:

1. Export your SecureSheet. Save a copy on your local system or network.
2. Open the file in Excel.
3. Remove any test data / refresh value-based columns as necessary.
4. Be mindful not to overwrite your formula columns - unless you have to update a formula at this point.
5. If you allow users to overwrite formulas in user-entered columns, be sure your formulas roll all the way down the column and have not been overwritten with test data.
6. Clear the Last Updated By and Last Update columns all the way to the right of your data (the SecureSheet audit columns).

2. Import the final Excel to SecureSheet.

6. Clear cell history.

• Select this task from the Admin Tasks drop-down on your SecureSheet Home Page.

7. Confirm the number of users you have shared are covered by your licenses (contact SecureSheet Support if needed).
8. Unhide the SecureSheet. This moves the SecureSheet to the Active section of your site where your users can access it from their SecureSheet Home Page.

Notes about maintaining SecureSheet once you open it to users:

• To maintain cell history, do not export and delete rows or export and reorder rows and then import. If you do, you will lose the cell history. Note: If you desire to reorder rows and maintain cell history after go-live, contact SecureSheet Support to turn on a property for your SecureSheet that allows the row order to change, and preserves cell history. The row count on imported files, however, must stay the same throughout a cycle; new rows must be added through the Add Rows view.
• If you need to update a value column in your compensation data for any reason, you can use the Import Values by View tool so that you do not have to export and import the entire SecureSheet.
• First, set up a view with just the value-based data columns that you need to update.
• Then, run the Import Values by View.
• If you need assistance with this process, contact SecureSheet Support.
• If you do need to perform some maintenance on the SecureSheet after go-live (e.g., formula change), put the SecureSheet in maintenance lock first so your export/import process does not contend with your users entering data.
• If a scenario arises and you have questions about the best approach to update formulas or data in a live SecureSheet, contact SecureSheet Support to review beforehand.