Production Accounts and Go-Live Considerations

Production Account Defined

A "Production Account" is a full instance of The Predictive Index (PI) software platform account used by a client or partner to serve ongoing business processes and people. This instance is separate from a Sandbox account used for testing and development, though some testing may occur in a Production account. All PI instances run in the same server environment, whether Production or Sandbox accounts, but they use a completely separate data space. Production accounts are obtained by entering into a client or partner contractual relationship with PI. 

Access Required to a Production Account

To set up and test an API integration with a PI Production instance may require not only access to the API but also the ability to log into the PI instance as an admin user and configure certain settings and/or test certain outcomes. Implementing an integration with a Production account involves three preparation actions: 

  • API Access activation
  • API Key generation
  • Admin user account creation

API Access Activation

By default, PI instances do not have API Access turned on. This must be requested by the client or their PI Certified Partner by sending a request to the PI Customer Service team who can enable API Access. In the request, simply ask to "Ensure that API Access is turned on for ABC Client production PI account." 

API Key Creation

Integration with a production PI instance requires an API Key to be created for use by the integration. This API Key should belong to a new user created for this specific purpose using a name and email address that will become the default contact for assessment takers who have questions about the assessment. 

The Account Owner or Account Admin users for a PI Client have the authority to create such a new user and grant the correct permissions. 

Follow this article to understand the steps and decisions that go into generating a new API Key:

Generating an API Key

If a new email address must be created to serve the API Key Owner user, remember that the integration setup can proceed as soon as the user account is created and an API Key generated. It is not necessary to wait for the email address to be created before the API Key can be activated and installed. However, the new email address should be "real" before actual assessments are sent out using the integration.