ItmSUITE® - Introduction to basic configuration

Configuration steps from scratch

This section covers the basic configuration of itmSUITE® from scratch.(when no data is present) This includes:

1. Application settings
2. Company creation
3. License configuration
4. Admin user creation
5. Cross master data

It is recommended to perform the configuration in the order listed. For more information on how to perform each configuration step refer to the dedicated page.

Application settings

In General/System/Application Settings some key settings shall be defined.for the itmSUITE® environment To manage them first of all you shall access as a superadmin to the system. See the page Application Settings page for more details.

Other environment configurations, under General/System, are the following:

Menu	Master data table	Description
General/System/Companies	Companies	It allows to create or update company information.
General/System/Help Editor	Help Editor	This allows to configure the help system with custom entries. Please refer to Help system page for more information on the help system.
General/System/License Info	Licenses	It allows to enter license keys to activate itmSUITE® modules and users for the companies..
General/System/User Management	Users	It allows to manage users.
General/System/Adm. Functions	N/A	This leads to a page where several administration functionalities are available. Please look at the Administration functionalities page for more info.
General/System/LM Settings	LDAP NTLM	It allows to setup LDAP, NTLM and NTLM2 configuration. See LDAP and NTLM page for more information.
General/System/Import from LDAP	Users	It allows to import users information from a LDAP server. See LDAP and NTLM page for more information.
General/System/OCE Setup	N/A	It allows to activate the OCE module.
General/System/Action Engine Setup	N/A	It allows to activate the Action engine component.
General/System/Event Types	Event types	It allows to configure event types. See also Notifications management page.
General/System/Forced Notifications	Notifications	It allows to configure notifications. See also Notifications management page.
General/System/Access Log	Log info	It allows to access to system log info. See Log management page for more info.

Those above are generally advanced configurations which are usually skipped at first installation. They can be updated later.

Company creation

Now it is time to create a company. See the page Company creation for more details.

License configuration

The license to activate a company shall be configured to be able to complete its activation. As a superadmin use General/System/License Info to access license management features. If you have no license key, please contact your itmSUITE® distributor or direct account to acquire one. If you have no contacts, please write to info@itmsuite.eu. Additional licences for a specific company can be added later by one of its admins.

Admin creation

The next step is to define an admin for the created company. See the Admin user creation page for more details.

Company environment configuration

At this stage, the admin can update some master data and settings which will be active in the company environment. See the Company environment configuration page for more details.

Master data configuration

Company cross master data may now be prepared. By cross master data, we mean those data used by more than one key modules of itmSUITE®. See the Cross master data page for more details.

Configuration steps with the default database installed

itmSUITE® installation pacakge is provided with an initial configuration corresponding to a demo environment, It is still recommended to go through the configuration steps described in the previous paragraph in order to get acquainted with the demo environment content and to change configurations according to the needs.