Setup and Configuration

Global Impact Catalyst: Installation and Configuration

Install, configure, validate, and recover Global Impact Catalyst safely.

ProductGlobal Impact CatalystVerified version1.5.0ComponentActivities and Outputs, Baselines and Targets, Contribution and Attribution, Decision Handoffs, Equity and Distribution, Evaluation, Evidence, Impact Reporting, Impact Workspace, Indicators, Learning Agenda, Monitoring, Outcomes, Problem and Context, Risk and Safeguards, SDG and Framework Mapping, Stakeholder Participation, Theory of ChangeUpdatedJuly 17, 2026Reading time18 minutes
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Global Impact Catalyst · How-to Guide

Impact strategy, participation, theory of change, activities, outcomes, indicators, evidence, contribution, equity, safeguards, learning, monitoring, evaluation, reporting, and mapping.

Audience: product users, administrators, reviewers, and integrators.

Last verified version: 1.5.0

Reading time: 18–30 minutes

Status: Published support documentation.

Purpose

This guide covers a reversible installation or update of Global Impact Catalyst, including baseline capture, package identity, dependencies, routes, permissions, service health, sample validation, rollback, and documentation handoff.

Prerequisites

  • A verified backup
  • Administrative or repository access
  • The canonical release archive and checksum
  • A documented rollback path
  • A test workspace and the synthetic sample below

Sample data

This article uses a fictional Resilient Community Retrofit Program. The files contain one demonstration row for every documented feature, so each capability can be tested without private or production data.

Download CSV feature examples · Download JSON workspace example

Preview

# Feature Sample action Expected result Classification
1 Impact Workspace create GIC-RETROFIT-001 a governed program-impact workspace synthetic-demo
2 Problem and Context describe energy burden, comfort inequity, affected groups, causes, and constraints a contextual problem statement synthetic-demo
3 Stakeholder Participation record staff and community participation in framing and review participation and consent records synthetic-demo
4 Theory of Change connect inputs, activities, outputs, outcomes, and assumptions a reviewable causal pathway synthetic-demo
5 Activities and Outputs record control installation, envelope work, and staff training activity and output records synthetic-demo

The downloadable files include all 18 feature rows.

Procedure

1. Capture the baseline

  1. Record the installed interface, backend, package, and schema versions.
  2. Export or back up product-owned state.
  3. Record canonical routes, shortcodes, service URLs, repository branch, and environment variables.
  4. Check for incomplete migrations or uncommitted changes.

2. Install or update

  1. Verify the archive root, manifest, checksum, and version identity.
  2. Install through the product-supported WordPress, package, or service path.
  3. Run syntax, structure, contract, and product tests before replacing the working release.
  4. Apply database or schema migrations only after the backup is confirmed.
  5. Start or refresh the backend and verify its health response.

3. Configure

  1. Set documented endpoints and secret references; never store secret values in public code.
  2. Assign least-privilege roles and product ownership.
  3. Confirm product, version, component, issue, release, collection, and article-type context where supported.
  4. Clear only the caches affected by changed assets or routes.

4. Validate

  1. Import the feature-example CSV or JSON.
  2. Test every feature row in a nonproduction workspace.
  3. Compare actual results with the expected_result field.
  4. Reopen state after a clean reload.
  5. Record differences as draft support issues before enabling real use.

Expected output

  • One consistent product version across interface, service, manifest, package, and export
  • Healthy routes and dependencies
  • A complete synthetic feature test
  • A verified backup and rollback point
  • No credentials or private data in public artifacts

Verification

  • PHP, Python, R, JavaScript, or package checks pass where applicable.
  • The product loads in an incognito or clean session.
  • The sample data can be created, saved, reopened, exported, and removed.
  • Permissions prevent unauthorized administrative or private access.
  • The previous release can be restored.

Responsible use

Avoid impact washing, greenwashing, causal overclaim, token participation, and hidden distributional harm.

Do not delete backups or the prior working release until the installed version and all sample features have been validated.

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