Differenze tra le versioni di "ItmSUITE® - Introduction to basic configuration"

Da itm wiki.
(→‎Admin creation)
(Etichetta: visualeditor)
(→‎Configuration steps from scratch)
(Etichetta: visualeditor)
 
(75 versioni intermedie di 3 utenti non mostrate)
Riga 2: Riga 2:
 
This section covers the basic configuration of itmSUITE® from scratch.(when no data is present) This includes:
 
This section covers the basic configuration of itmSUITE® from scratch.(when no data is present) This includes:
 
# [[Application Settings|Application settings]]
 
# [[Application Settings|Application settings]]
−
# [[Company creation]]
+
# [[Company creation|''Company'' creation]]
 +
# ''[[Glossary|License]]'' configuration
 
# [[Admin user creation]]
 
# [[Admin user creation]]
−
# [[itmSUITE® - Cross master data configuration|Cross master data]]
+
# ''[[Glossary|Company]]'' preparation
 +
# ''[[Glossary|Company]]'' 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.
 
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 ===
 
=== Application settings ===
−
In '''''General/System/Application Settings''''' some key settings shall be defined. To manage them first of all you shall access as a ''[[Glossary#S|superadmin]] ''to the system. See the page [[Application Settings]] for more details.
+
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 ''[[Glossary#S|superadmin]] ''to the system. See the page [[Application Settings]] page for more details.
 +
 
 +
Other environment configurations, available under '''''General/System''''', are the following:
 +
 
 +
{| class="wikitable"
 +
! Menu !! Context !! 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® ''[[Glossary|modules]]'' and ''[[Glossary|users]]'' for the [[Glossary|''companies'']]..
 +
 
 +
|-
 +
| '''''General/System/User Management''''' || ''[[Glossary|Users]]'' || It allows to manage ''[[Glossary|users]]''.
 +
 
 +
|-
 +
| '''''General/System/Adm. Functions''''' || N/A || This leads to a page where several administration functionalities are available.
 +
 
 +
|-
 +
| '''''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''''' || ''[[Glossary|Users]]'' || It allows to import ''[[Glossary|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 ''[[ItmSUITE® - Complementary modules#OCE - Service Level Management|OCE module]]''.
 +
 
 +
|-
 +
| '''''General/System/Action Engine Setup''''' || N/A || It allows to activate the [[action engine|Action engine]] component. See the dedicated page for more info.
 +
 
 +
|-
 +
| '''''General/System/Event Types''''' || ''[[Glossary|Event types]]'' || It allows to configure ''[[Glossary|event types]]''. See also [[Notifications management ]]<nowiki/>page.
 +
 
 +
|-
 +
| '''''General/System/Forced Notifications''''' ||  ''[[Glossary|Notifications]]'' || It allows to configure ''[[Glossary|notifications]]''. See also [[Notification management|<nowiki/>]][[Notifications management]] page.
 +
 
 +
|-
 +
| '''''General/System/Access Log''''' ||  [[Glossary|''Log info'']]  || It allows to access to system ''[[Glossary|log info]]''. See [[Log management]] page for more info.
 +
 
 +
|}
 +
Those above are  advanced configurations which are usually skipped during the initial installation apart from those needed to execute the next two steps. They may be completed later.
  
 
=== Company creation ===
 
=== Company creation ===
−
Now, the creation of a ''company'' is needed. See the page [[Company creation]] for more details.
+
Now it is time to create a ''company''. See the [[Company creation]] and the [[Company management]] pages for more details.
 +
 
 +
=== License configuration ===
 +
The ''[[Glossary|license]]'' to activate a ''[[Glossary|company]]'' shall be configured to be able to complete its activation. As a ''[[Glossary|superadmin]]'' use '''''General/System/License Info''''' to access ''[[Glossary|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 ''[[Glossary|licences]]'' for a specific ''[[Glossary|company]]'' can be added later by one of its ''[[Glossary|admins]]''. 
  
 
=== Admin creation ===
 
=== Admin creation ===
−
The next step is to define an ''[[Glossary#A|admin]]'' for the created ''[[Glossary#C|company]]''. See the page [[Admin user creation]] for more details.
+
The next step is to define an ''[[Glossary#A|admin]]'' for the created ''[[Glossary#C|company]]''. See the [[Admin user creation]] page for more details.
 +
 
 +
=== Company preparation ===
 +
At this stage, the ''[[Glossary|admin]]'' can update some ''[[Glossary|company]]'' master data and settings which will be applied to the ''[[Glossary|company]]'' environment.These are:
 +
* ''[[Glossary|company]]'' details (with '''''General/Company/Company Info'''''; see the [[Company information management]] <nowiki/>page for more details;
 +
* creation of ''[[Glossary|managers]] ''(with '''''General/System/User Management''''', see the [[Users and resources|Users and resources management]] page for more details) in charge of the next configuration steps;
 +
* detailed rights configuration for'' [[Glossary|managers]] ''(with '''''General/Company/MURM''''', see the [[Manager User Rights Management]] page for more details) in charge of the next configuration steps.
 +
Optionally, but probably later on, the ''[[Glossary|admin]]'' could also need to update the following data.
 +
 
 +
{| class="wikitable"
 +
! Menu !! Context !! Description
 +
 
 +
|-
 +
| '''''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''''' || ''[[Glossary|Licenses]]'' || It allows to enter license keys to activate itmSUITE® ''[[Glossary|modules]]'' and ''[[Glossary|users]]'' for the [[Glossary|''companies'']]. The ''[[Glossary|licenses]]'' can be managed only for the administered ''[[Glossary|company]]''.
 +
 
 +
|-
 +
| '''''General/System/User Management''''' || ''[[Glossary|Users]]'' || It allows to manage ''[[Glossary|users]] ''(only for the administered ''[[Glossary|company]]'').
 +
 
 +
|-
 +
| '''''General/System/Forced Notifications''''' ||  ''[[Glossary|Notifications]]'' || It allows to configure ''[[Glossary|notifications]] ''for the administered ''[[Glossary|company]]''. See also [[Notification management|<nowiki/>]][[Notifications management]] page.
 +
 
 +
|-
 +
| '''''General/System/Admin kit''''' || N/A || It  allows to launch administration functionalities and utilities. See [[Admin kit]] page for more information.
 +
 
 +
|-
 +
| '''''General/Company/Company Info''''' || Companies || It allows to complete and update the ''[[company]]'' information. See the [[Company management]] page for more details.
 +
 
 +
|-
 +
| '''''General/Company/MURM''''' || ''[[Glossary|MURM]]'' || It allows to manage managers rights.
 +
See the [[MURM management]] page for more details.
 +
 
 +
|-
 +
| '''''General/Company/MDM''''' || ''[[Glossary|MDMM]]'' || It allows to manage some master data grants. See the [[MDMM management]] page for more details.
 +
 
 +
|-
 +
| '''''General/Company/Forced Views''''' ||  ''[[Glossary|Views]]'' || It allows to configure and force the visibility of ''[[Glossary|Views]]''. See also the [[Views management|<nowiki/>]][[Views management]] page.
 +
 
 +
|-
 +
| '''''General/Company/Personal Options''''' || ''[[Glossary|Personal options]]'' || It allows to define settings for personal options pages. See also [[Personal options]] <nowiki/>page.
 +
 
 +
|}
 +
 
 +
=== Company master data ===
 +
Once the above preliminary configuration are completed, a ''manager ''may finalize the configuration of the ''company''. Most of master data are subject to grant management for ''managers'' via ''[[Glossary|MURM]]'' (see [[MURM management]]). Therefore, verify that the ''manager'' in charge of the following configuration has grants to update the master data.
 +
 
 +
The ''[[Glossary|master data]]'' to be finalized may be the following.
 +
 
 +
{| class="wikitable sortable"
 +
! Menu !! Context !! Description
 +
 
 +
|-
 +
| '''''General/System/User Management''''' || ''[[Glossary|Users]]'' || It allows to manage ''[[Glossary|users]] ''(only for the administered ''[[Glossary|company]]'').
 +
 
 +
|-
 +
| '''''General/Company/Event Types''''' || ''[[Glossary|Event types]]'' || It allows to configure ''[[Glossary|event types]]''. See also [[Notifications management ]]<nowiki/>page.
 +
 
 +
|-
 +
| '''''General/Company/Forced Notifications''''' ||  ''[[Glossary|Notifications]]'' || It allows to configure ''[[Glossary|notifications]] ''for the administered ''[[Glossary|company]]''. See also [[Notification management|<nowiki/>]][[Notifications management]] page.
 +
 
 +
|-
 +
| '''''General/System/Admin kit''''' || itmSUITE® || It  allows to launch administration functionalities and utilities. See [[Admin kit]] page for more information.
 +
 
 +
|-
 +
| '''''General/Company/MDMM''''' || ''[[Glossary|MDMM]]'' || It allows to manage some master data grants. See the [[MDMM management]] page for more details.
 +
 
 +
|-
 +
| '''''General/Company/Forced Views''''' ||  ''[[Glossary|Views]]'' || It allows to configure and force the visibility of ''[[Glossary|Views]]''. See also the [[Views management|<nowiki/>]][[Views management]] page.
 +
 
 +
|-
 +
| '''''General/Company/Personal Options''''' || ''[[Glossary|Personal options]]'' || It allows to define settings for personal options pages. See also [[Personal options]] <nowiki/>page.
 +
 
 +
|-
 +
| '''''General/Company/Address Types''''' || Addresses || It allows to define <u>Address Type</u> records. <u>Address Type</u> is used for the categorization of the address information used in ''[[Glossary|clients]]'', ''[[Glossary|suppliers]]'' and ''[[Glossary|resources]]''.
 +
 
 +
|-
 +
| '''''General/Company/Countries''''' || Countries || It allows to the available records for <u>Country</u>, a filed used in addresses information. Input all the countries to which ''[[Glossary|clients]]'', ''[[Glossary|suppliers]]'', ''[[Glossary|resources]]'' and ''[[Glossary|companies]]'' may have addresses referring to (including the addresses of their bank accounts).
 +
 
 +
|-
 +
| '''''General/Company/Client Types''''' || ''[[Glossary|Clients]]'' || It allows to define <u>Client Type</u> records. <u>Client Type</u> is used for the categorization and filtering of ''[[Glossary|clients]]''.
 +
 
 +
 
 +
|-
 +
| '''''General/Company/Contact Types''''' || ''[[Glossary|Contacts]]'' || It allows to define <u>Contact Type</u> records. <u>Contact Type</u> is used for the categorization of ''[[Glossary|contacts]]'', who are used in ''[[Glossary|clients]]'' and ''[[Glossary|suppliers]]''.
 +
 
 +
|-
 +
| '''''General/Company/Currencies''''' || ''[[Glossary|Currencies]]'' || It allows to define <u>Currency</u> records.''Currencies'' are used in ''[[Glossary|companies]]'', ''[[Glossary|sales contracts]]'', ''[[Glossary|purchase contracts]]'', ''[[Glossary|projects]]'' and'' [[Glossary|services]]'' to define the currency they refer to. See [[Multi currency management]] for more details.
 +
 
 +
|-
 +
| '''''General/Company/Currency Rates''''' || ''[[Glossary|Currencies]]'' || It allows to enter the ''[[Glossary|currencies]]'' exchange rates in time. See [[Multi currency management]] for more details.
 +
 
 +
 
 +
|-
 +
| '''''General/Company/Working Calendar''''' || ''[[Glossary|Companies]]'' || It allows to define the ''[[Glossary|company working days calendar]]'' for a ''[[Glossary|company]]''.
 +
 
 +
 
 +
|-
 +
| '''''General/Company/Print Descriptors''''' || Charging || It allows to define, the templates for ''[[Glossary|invoices]]'', ''[[Glossary|invoice attachments]]'', ''[[Glossary|credit notes]] ''and ''[[Glossary|timesheet]]''[[Glossary| ''attachments'']] for a particular ''[[Glossary|business language]]''. See [[Multi language]] management.
 +
 
 +
 
 +
|-
 +
| '''''General/Company/Labour Units''''' || ''[[Glossary|Timesheets]]'' || It allows to define the corresponding number of working hours in a working day for the ''[[Glossary|company]]''. This is needed to convert hours in days as it is possible to submit either in ''[[Glossary|timesheets]]''.
 +
 
 +
 
 +
|-
 +
| '''''General/Company/Business Languages''''' || itmSUITE® || It allows to define the [[Glossary|business languages]] which are made available for multi lingual data. See [[Multi language]] management.
 +
 
 +
|-
 +
| '''''General/Company/Application Languages''''' || itmSUITE® || It allows to enter the files containing all the definitions used by itmSUITE® for each [[Glossary|application languages]]. See [[Multi language]] management.
 +
 
 +
|-
 +
| '''''General/Company/Locations''''' || ''[[Glossary|Timesheets]]'' || It allows to enter the locations (e.g. sites) from where the work done can be declared (in [[Glossary|timesheets]]).
 +
 
 +
|-
 +
| '''''General/Company/Payment Terms''''' || ''[[Glossary|Contracts]]'' || It allows to enter the payment methods and terms that are used in ''[[Glossary|contracts]]''.
 +
 
 +
|-
 +
| '''''General/Company/Supplier Types''''' || ''[[Glossary|Suppliers]]'' || It allows to define <u>Supplier Type</u> records. <u>Supplier Type</u> is used for the categorization and filtering of'' [[Glossary|suppliers]]''.
 +
 
 +
|-
 +
| '''''General/Company/Products''''' || ''[[Glossary|Products]]'' || It allows to define or updates the ''[[Glossary|products]]'' which can be managed.
 +
 
 +
|-
 +
| '''''General/Company/Services''''' || ??? || TBD.
 +
 
 +
|-
 +
| '''''General/Company/Objectives''''' || ''[[Glossary|OCE]]'' || It allows to define and update ''objectives''. The ''[[Glossary|OCE]] [[Glossary|module]] ''shall be active.
 +
 
 +
|-
 +
| '''''General/Company/News Topics''''' || ''[[Glossary|News]]'' || It allows to manage the ''[[Glossary|news]]'' topics used by the [[News management|News Management]] system..
 +
 
 +
|-
 +
| '''''General/Company/Menus''''' || itmSUITE® || It allows to define and update ''[[Glossary|menus]]'' visibility. See [[Menu management]] for more information.
 +
 
 +
|-
 +
| '''''General/Company/Data Sources''''' || itmSUITE® || TBD.
 +
 
 +
|}
  
−
=== Cross master data ===
+
Now everything is ready to start the specific ''modules'' configuration (see the [[Get started with itmSUITE®|core and complementary ''modules'' configuration steps]]).
−
''[[Glossary|Company]]'' cross master data may now be prepared. By cross master data, we mean those data used by more than one core modules.  
 
  
 
== Configuration steps with the default database installed ==
 
== 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.
 
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.

Versione attuale delle 10:31, 29 mag 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. License configuration
  4. Admin user creation
  5. Company preparation
  6. Company 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, available under General/System, are the following:

Menu Context 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.
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. See the dedicated page for more info.
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 advanced configurations which are usually skipped during the initial installation apart from those needed to execute the next two steps. They may be completed later.

Company creation

Now it is time to create a company. See the Company creation and the Company management pages 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 preparation

At this stage, the admin can update some company master data and settings which will be applied to the company environment.These are:

Optionally, but probably later on, the admin could also need to update the following data.

Menu Context Description
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. The licenses can be managed only for the administered company.
General/System/User Management Users It allows to manage users (only for the administered company).
General/System/Forced Notifications Notifications It allows to configure notifications for the administered company. See also Notifications management page.
General/System/Admin kit N/A It allows to launch administration functionalities and utilities. See Admin kit page for more information.
General/Company/Company Info Companies It allows to complete and update the company information. See the Company management page for more details.
General/Company/MURM MURM It allows to manage managers rights.

See the MURM management page for more details.

General/Company/MDM MDMM It allows to manage some master data grants. See the MDMM management page for more details.
General/Company/Forced Views Views It allows to configure and force the visibility of Views. See also the Views management page.
General/Company/Personal Options Personal options It allows to define settings for personal options pages. See also Personal options page.

Company master data

Once the above preliminary configuration are completed, a manager may finalize the configuration of the company. Most of master data are subject to grant management for managers via MURM (see MURM management). Therefore, verify that the manager in charge of the following configuration has grants to update the master data.

The master data to be finalized may be the following.

Menu Context Description
General/System/User Management Users It allows to manage users (only for the administered company).
General/Company/Event Types Event types It allows to configure event types. See also Notifications management page.
General/Company/Forced Notifications Notifications It allows to configure notifications for the administered company. See also Notifications management page.
General/System/Admin kit itmSUITE® It allows to launch administration functionalities and utilities. See Admin kit page for more information.
General/Company/MDMM MDMM It allows to manage some master data grants. See the MDMM management page for more details.
General/Company/Forced Views Views It allows to configure and force the visibility of Views. See also the Views management page.
General/Company/Personal Options Personal options It allows to define settings for personal options pages. See also Personal options page.
General/Company/Address Types Addresses It allows to define Address Type records. Address Type is used for the categorization of the address information used in clients, suppliers and resources.
General/Company/Countries Countries It allows to the available records for Country, a filed used in addresses information. Input all the countries to which clients, suppliers, resources and companies may have addresses referring to (including the addresses of their bank accounts).
General/Company/Client Types Clients It allows to define Client Type records. Client Type is used for the categorization and filtering of clients.


General/Company/Contact Types Contacts It allows to define Contact Type records. Contact Type is used for the categorization of contacts, who are used in clients and suppliers.
General/Company/Currencies Currencies It allows to define Currency records.Currencies are used in companies, sales contracts, purchase contracts, projects and services to define the currency they refer to. See Multi currency management for more details.
General/Company/Currency Rates Currencies It allows to enter the currencies exchange rates in time. See Multi currency management for more details.


General/Company/Working Calendar Companies It allows to define the company working days calendar for a company.


General/Company/Print Descriptors Charging It allows to define, the templates for invoices, invoice attachments, credit notes and timesheet attachments for a particular business language. See Multi language management.


General/Company/Labour Units Timesheets It allows to define the corresponding number of working hours in a working day for the company. This is needed to convert hours in days as it is possible to submit either in timesheets.


General/Company/Business Languages itmSUITE® It allows to define the business languages which are made available for multi lingual data. See Multi language management.
General/Company/Application Languages itmSUITE® It allows to enter the files containing all the definitions used by itmSUITE® for each application languages. See Multi language management.
General/Company/Locations Timesheets It allows to enter the locations (e.g. sites) from where the work done can be declared (in timesheets).
General/Company/Payment Terms Contracts It allows to enter the payment methods and terms that are used in contracts.
General/Company/Supplier Types Suppliers It allows to define Supplier Type records. Supplier Type is used for the categorization and filtering of suppliers.
General/Company/Products Products It allows to define or updates the products which can be managed.
General/Company/Services ??? TBD.
General/Company/Objectives OCE It allows to define and update objectives. The OCE module shall be active.
General/Company/News Topics News It allows to manage the news topics used by the News Management system..
General/Company/Menus itmSUITE® It allows to define and update menus visibility. See Menu management for more information.
General/Company/Data Sources itmSUITE® TBD.

Now everything is ready to start the specific modules configuration (see the core and complementary modules configuration steps).

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.

Estratto da "http://wiki.itmsuite.eu/index.php?title=ItmSUITE®_-_Introduction_to_basic_configuration&oldid=1426"