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=== Company creation ===
 
=== Company creation ===
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As a first step the activation of a ''company'' is needed. itmSUITE® is a multi company organization and more than a ''company'' maybe activated on a single instance of the system by repeating the steps below. See the [[configuration scenarios]] page for more information on why and when to create multiple ''companies''. To create a ''company'' first of all you shall access as a ''[[Glossary#S|superadmin]] ''to the system. Then you may create a ''company.'' After listing ''[[Glossary#C|companies]]'' with '''''General/System/Companies''''', '''Add New '''allows to create a new ''company''. To complete the ''[[glossary#C|company]]'' creation, the information listed in the following table shall be provided.
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As a first step the activation of a ''company'' is needed.
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{| class="wikitable"
 
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! Field !! Description !! Characteristics !! Comments
 
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|<u>Name</u> || The name of the ''[[Glossary#C|company]].''
 
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|| Mandatory
 
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|<u>Status</u> || The status of the ''[[glossary#C|company]].''
 
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|| Mandatory
 
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||  The initial status of a new ''[[Glossary#C|company]]'' is: "Provisory
 
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Additional and subsequent statuses are "Active" and "Inactive". It is possible to operate on the ''company'' only if its status is "Active".
 
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|<u>Application Url</u> || The url where itmSUITE® is available.
 
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|| Mandatory
 
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||  This url is placed in emails and used by ''[[Glossary|users]]'' to directly access itmSUITE® from them.
 
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|<u>Disable Email Notification</u> || The ''[[Glossary#C|company]]'' not send email notification
 
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|| Discretionary
 
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||  If unset, this configuration disable any mail notification for the ''[[glossary|company]]''. This may be useful until it is not live to avoid useless communication.
 
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|}
 
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These are not all the ''[[Glossary|company]]'' information but only those needed to create a new one. For details on the full configuration of the ''[[glossary|company]]'' please refer to the [[itmSUITE® - Cross master data configuration]] page.
 
  
 
=== Admin creation ===
 
=== Admin creation ===

Versione delle 12:54, 23 mar 2015

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. Admin user creation
  4. System settings
  5. Cross master data
  6. Users and resources
  7. Notifications
  8. MB - Message bus

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. To manage them first of all you shall access as a superadminto the system. See the page Application Settings for more details.

Company creation

As a first step the activation of a company is needed.

Admin creation

The next step is to define an admin for the created company. Still logged as superadmin goto to General/System/User Management and add a user. Add New allows to do it. To complete the user creation, the information listed in the following table shall be provided.

Field Description Characteristics Comments
Login The user identifier for the login. Mandatory
Password The password to access when the user logs in. Mandatory The password shall be confirmed in the Confirm Password field.
Confirm Password The url where itmSUITE® is available. Mandatory This url is placed in emails and used by users to directly access itmSUITE® from them.
Change Password Mode The company not send email notification Discretionary If unset, this configuration disable any mail notification for the company. This may be useful until it is not live to avoid useless communication.

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.

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