Differenze tra le versioni di "ItmSUITE® - Introduction to basic configuration"
(→Application settings) (Etichetta: visualeditor) |
(→Application settings) (Etichetta: visualeditor) |
||
| Riga 23: | Riga 23: | ||
|- | |- | ||
| − | | '''''General/Company/License Info''''' || | + | | '''''General/Company/License Info''''' || Licenses || It allows to enter license keys to activate itmSUITE® ''[[Glossary|modules]]'' and ''[[Glossary|users]]'' for the [[Glossary|''companies'']].. |
|- | |- | ||
| − | | '''''General/Company/ | + | | '''''General/Company/User Management''''' || ''[[Glossary|Users]]'' || It allows to manage ''[[Glossary|users]]''. |
|- | |- | ||
Versione delle 17:34, 25 mar 2015
Indice
Configuration steps from scratch
This section covers the basic configuration of itmSUITE® from scratch.(when no data is present) This includes:
- Application settings
- Company creation
- License configuration
- Admin user creation
- 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/Company/License Info | Licenses | It allows to enter license keys to activate itmSUITE® modules and users for the companies.. |
| General/Company/User Management | Users | It allows to manage users. |
| General/Company/Currencies | Currencies | It allows to enter the available currencies. |
| General/Company/Business languages | Business languages | It allows to enter the available business languages. |
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.
Manager creation
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.
