# Platform Adoption Overview

With a license key in hand, there are four major milestones on the path to adopting the Form.io Platform. The following video provides a high-level overview of each of these steps:

{% embed url="<https://www.youtube.com/watch?v=jFY-B6yY3ys>" %}

For more detailed information and additional resources describing each of these milestones, refer to the following sections:

<table data-card-size="large" data-view="cards"><thead><tr><th align="center"></th><th data-hidden data-card-cover data-type="image">Cover image</th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td align="center">Milestone 1:<br>Getting the platform running</td><td><a href="https://3893637383-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Flzf1MQtQ7rA4uagbyWwi%2Fuploads%2FYiorlNzleq4l8L0xSNpZ%2Fmilestone1_bg.svg?alt=media&#x26;token=a9d3461e-93d4-4cd1-8b4d-611a5591098a">milestone1_bg.svg</a></td><td><a href="#milestone1">#milestone1</a></td></tr><tr><td align="center">Milestone 2:<br>Authenticating Into the Developer Portal</td><td><a href="https://3893637383-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Flzf1MQtQ7rA4uagbyWwi%2Fuploads%2F3kKUPtQKBhsDXJ0S8GD2%2Fmilestone2_bg.svg?alt=media&#x26;token=88ab30b5-42cf-441a-a7aa-224c1c318325">milestone2_bg.svg</a></td><td><a href="#milestone-2-log-into-the-developer-portal">#milestone-2-log-into-the-developer-portal</a></td></tr><tr><td align="center">Milestone 3:<br>Create &#x26; Embed a Form</td><td><a href="https://3893637383-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Flzf1MQtQ7rA4uagbyWwi%2Fuploads%2FMf18ERfqzur8C9xSZgFn%2Fmilestone3_bg.svg?alt=media&#x26;token=d8087688-8d22-44f1-a238-05560522d21d">milestone3_bg.svg</a></td><td><a href="#milestone-3-create-and-embed-a-form">#milestone-3-create-and-embed-a-form</a></td></tr><tr><td align="center">Milestone 4:<br>Incorporate Integrations</td><td><a href="https://3893637383-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Flzf1MQtQ7rA4uagbyWwi%2Fuploads%2FFxqCxo3zGUcKfxjpMrUn%2Fmilestone4_bg.svg?alt=media&#x26;token=ad1ddabb-cb9e-4ebf-90bc-57a84711f371">milestone4_bg.svg</a></td><td><a href="#milestone-4-incorporate-essential-integrations">#milestone-4-incorporate-essential-integrations</a></td></tr></tbody></table>

### Milestone 1: Get the Platform Running <a href="#milestone1" id="milestone1"></a>

Deploy the Form.io Docker containers — locally or to the cloud — and begin the journey!

{% embed url="<https://www.youtube.com/watch?v=PF2JTe_xsGY>" %}

**Resources-** Form.io Deployment guides:

* [Local Deployment](https://app.gitbook.com/s/KgNM52jrdfkHgHDfKCH9/local-deployment)
* [AWS Deployment](https://app.gitbook.com/s/KgNM52jrdfkHgHDfKCH9/cloud-deployment/aws-deployment)
* [Azure Deployment](https://app.gitbook.com/s/KgNM52jrdfkHgHDfKCH9/cloud-deployment/azure-deployment)
* [GCP Deployment](https://app.gitbook.com/s/KgNM52jrdfkHgHDfKCH9/cloud-deployment/gcp-deployment)

**Objective -** After following the deployment guide, the Form.io Platform should be available in the chosen environment with the Developer Portal accessible.

### Milestone 2: Log into the Developer Portal

With the platform in place, it's time to get in! Log in to the Developer Portal as the admin user and begin configuring additional users.

{% embed url="<https://www.youtube.com/watch?v=PKS74BfO8tg>" %}

**Resources -**&#x20;

* [Portal Base Project](https://app.gitbook.com/s/KgNM52jrdfkHgHDfKCH9/portal-base-project)
* [User Resource](https://app.gitbook.com/s/KgNM52jrdfkHgHDfKCH9/portal-base-project#user-resource)
* [Portal SSO](https://app.gitbook.com/s/KgNM52jrdfkHgHDfKCH9/portal-base-project/portal-sso)
* [Teams](https://app.gitbook.com/s/UjxAY3UFi7owqz5ZkVsD/teams)

**Objective -** Authenticate into the Form.io Developer Portal as the admin user created during deployment. Create or onboard additional users.

### Milestone 3: Create & Embed A Form

Once the team is onboarded, it's time to get hands-on. Start by building a form and see how it embeds right into a custom application.

{% embed url="<https://www.youtube.com/watch?v=SjZ5O8dMe98>" %}

**Resources:**

* [Form Building](https://app.gitbook.com/s/6LdEf8SjBIeQDsRL3BdV/)
* [Roles and Permissions](https://app.gitbook.com/s/-MPHoF2HwOA0s5HV_AIB/developers/roles-and-permissions)
* [Embedding a Form](https://app.gitbook.com/s/DuAwTOTr6NFMpkfgwq9x/form-embedding)
* [Authentication and Authorization](https://app.gitbook.com/s/DuAwTOTr6NFMpkfgwq9x/authentication-and-authorization)

&#x20;**Objective -** Build a form and embed it in a application.

### Milestone 4: Incorporate Essential Integrations

Connect the Form.io Platform to other tools and services to get the most out of it! Integrations can store form-user uploads, email submission data to a recipient, and use webhooks to push data to other parts of the application ecosystem.

{% embed url="<https://www.youtube.com/watch?v=JN9gqSHFu4Y>" %}

**Resources:**

* [File Storage](https://app.gitbook.com/s/DuAwTOTr6NFMpkfgwq9x/integrations/file-storage)
* [Email Integrations](https://app.gitbook.com/s/DuAwTOTr6NFMpkfgwq9x/integrations/email-integrations)
* [Webhook](https://app.gitbook.com/s/6LdEf8SjBIeQDsRL3BdV/actions/webhook-actions)

**Objective -** Use the Form.io Developer Portal to connect to any additional services or applications that may be necessary.