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. Admin 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. 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 superadmin to the system. Then you may create a company. After listing companies with General/System/Companies, Add New allows to create a new company. To complete the company creation, the information listed in the following table shall be provided.

Field	Description	Characteristics	Comments
Name	The name of the company.	Mandatory
Status	The status of the company.	Mandatory	The initial status of a new company is: "Provisory Additional and subsequent statuses are "Active" and "Inactive". It is possible to operate on the company only if its status is "Active".
Application Url	The url where itmSUITE® is available.	Mandatory	This url is placed in emails and used by users to directly access itmSUITE® from them.
Disable Email Notification	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.

These are not all the company information but only those needed to create a new one. For details on the full configuration of the company please refer to the itmSUITE® - Cross master data configuration page.

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.