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. License configuration
4. Admin user creation
5. 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. To manage them first of all you shall access as a superadmin to the system. See the page Application Settings for more details.

Company creation

Now, the creation of a company is needed. 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 code, 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 page Admin user creation for more details.

Basic company data

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 page Cross master data 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.