<commit_before># Onboarding a new fund to our managed pipeine

These are detailed instructions to onboarding a new fund into our managed `daria-services-pipeline`. It assumes that you already have access set up and permissions on the resources we use.

## By the way

If you're an abortion fund and NOT interested in worrying about servers, maintenance, and patching, the DARIA team manage the infrastructure for several abortion funds (what's referred to in this document as the `daria-services-pipeline`). For your share of server costs ($25/month) our team will manage your instance, apply security patches, etc. Please reach out to us in [Slack](https://app.slack.com/client/T02GC3VEL/C0E6APB36) if you're interested in skipping a lot of the tedious technical setup here. If you are trying to use this, you'll likely need to make some on-the-fly adjustments as this guide assumes you have access to all the resources in here.

## Main steps

### Information gathering

To provision an app, we'll need the following information. The DARIA team member requesting the provisioning should provide all this information to you.

* Short abbreviation of the fund (e.g. DCAF) - referred to as `NAME`, or `NAME_LOWERCASED` if it should be lowercase
* Full name of the fund (e.g. DC Abortion Fund) - referred to as `FULL_NAME`
* Phone number of the abortion fund (e.g. 202-000-1111) - referred to as `FUND_PHONE`
* Website of the fund (e.g. dcabortionfund.org) - referred to as `FUND_DOMAIN`
* Name and email of the fund admins (e.g. <NAME> - <EMAIL>) - we create initial admin accounts for these people
* Whether one line is okay, or whether they'd like additional lines.
* Whether they'd like DARIA to generate pledge PDFs, or whether they want to keep doing it as is. (This is not for initial setup, and if so, follow up separately.)

### Gathering API tokens and secrets

We also need to have some API tokens and such that we generate or dig up when we provision.

* Set up the subdomain in heroku
  * Open up the pipeline in Heroku and go to the production instance, then open up Settings, then go to Domains.
  * Click Add Domain and enter in `NAME_LOWERCASED.dariaservices.com`.
  * Save the DNS target this generates - you'll need it next in Namecheap.

* Set up the DNS in Namecheap
  * Open up the Namecheap control panel and head to Advanced DNS.
  * Add a new CNAME Record, with the host of `NAME_LOWERCASED`, and the DNS target from the step above.<commit_msg>couple more questions for onboarding (#2663)<commit_after># Onboarding a new fund to our managed pipeine

These are detailed instructions to onboarding a new fund into our managed `daria-services-pipeline`. It assumes that you already have access set up and permissions on the resources we use.

## By the way

If you're an abortion fund and NOT interested in worrying about servers, maintenance, and patching, the DARIA team manage the infrastructure for several abortion funds (what's referred to in this document as the `daria-services-pipeline`). For your share of server costs ($25/month) our team will manage your instance, apply security patches, etc. Please reach out to us in [Slack](https://app.slack.com/client/T02GC3VEL/C0E6APB36) if you're interested in skipping a lot of the tedious technical setup here. If you are trying to use this, you'll likely need to make some on-the-fly adjustments as this guide assumes you have access to all the resources in here.

## Main steps

### Information gathering

To provision an app, we'll need the following information. The DARIA team member requesting the provisioning should provide all this information to you.

* Short abbreviation of the fund (e.g. DCAF) - referred to as `NAME`, or `NAME_LOWERCASED` if it should be lowercase
* Full name of the fund (e.g. DC Abortion Fund) - referred to as `FULL_NAME`
* Phone number of the abortion fund (e.g. 202-000-1111) - referred to as `FUND_PHONE`
* Website of the fund (e.g. dcabortionfund.org) - referred to as `FUND_DOMAIN`
* Name and email of the fund admins (e.g. <NAME> - <EMAIL>) - we create initial admin accounts for these people
* Whether one line is okay, or whether they'd like additional lines.
* Whether they'd like DARIA to generate pledge PDFs, or whether they want to keep doing it as is. (This is not for initial setup, and if so, follow up separately.)
* Who should be added to the updates listserv/google group.
* Who their primary point of contact is and their signal #.

### Gathering API tokens and secrets

We also need to have some API tokens and such that we generate or dig up when we provision.

* Set up the subdomain in heroku
  * Open up the pipeline in Heroku and go to the production instance, then open up Settings, then go to Domains.
  * Click Add Domain and enter in `NAME_LOWERCASED.dariaservices.com`.
  * Save the DNS target this generates - you'll need it next in Namecheap.

* Set up the DNS in Namecheap
  * Open up the Namecheap control panel and head to Advanced DNS.
  * Add a new CNAME Record, with the host of `NAME_LOWERCASED`, and the DNS target from the step above.
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