Differenze tra le versioni di "ItmSUITE® - Introduction to basic configuration"
(→Company environment configuration and managers creation) (Etichetta: visualeditor) |
(→Company environment configuration and managers creation) (Etichetta: visualeditor) |
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| Riga 70: | Riga 70: | ||
=== Company environment configuration and managers creation === | === Company environment configuration and managers creation === | ||
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: | 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 | + | * ''[[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 management]] 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; |
| − | * detailed rights configuration for'' [[Glossary|managers]] ''(with '''''General/Company/MURM''''', see the [[Manager User Rights Management]] page for more details | + | * detailed rights configuration for'' [[Glossary|managers]] ''(with '''''General/Company/MURM''''', see the [[Manager User Rights Management]] page for more details. |
Optionally, but probably later on, the ''[[Glossary|admin]]'' could also update the following data. | Optionally, but probably later on, the ''[[Glossary|admin]]'' could also update the following data. | ||
Versione delle 08:59, 26 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, available 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. |
| 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 page 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 and managers creation
At this stage, the admin can update some company master data and settings which will be applied to the company environment.These are:
- company details (with General/Company/Company Info; see the Company information management page for more details;
- creation of managers (with General/System/User Management, see the Users and resources management page for more details;
- detailed rights configuration for managers (with General/Company/MURM, see the Manager User Rights Management page for more details.
Optionally, but probably later on, the admin could also update the following data.
| 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. |
| 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. |
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.
