Company Configuration

This manual outlines the steps required to configure a new Company (Tenant) following the initial software installation. This process can be repeated whenever a new factory needs to be configured within the project cluster.

Target Audience: System Administrators, Technical Analysts.

Prerequisites

• The DevOps/IS group has completed the initial application release.

• You have the application link provided by the DevOps team.

• You have the designated numerical Company ID and Software Package Name (provided by the Project Team).

Step 1: Initial System Access

First, access the main baseline factory using the default system credentials.

1. Open the application link in your browser to access the login mask.

2. Enter the default system credentials:

   • Username

   • Password

   • Company

3. Click the login button.

4. Enter and confirm a new password on the mandatory update screen

5. Log into the application using your updated credentials.

Step 2: Creating the New Company

Generate the dedicated workspace for the specific project.

1. Navigate to Tools > System > Cluster Management > Tenant Manager using the left-hand Main Menu.

2. Click the New Company button to open the configuration popup.

3. Complete the Tenant section:

   • ID: Enter the project's numerical identifier.

   • Software Package: Select the main project package from the drop-down menu (typically the project name in lowercase, e.g., hellooverit).

   • Login: Enter the package name exactly as it appears. Note: This exact value will be used as the "Company" field during future user logins.

   • Description: (Optional) Re-enter the software package name.

4. Check the Super flag in the User Type section.

5. Complete the User section to create the new Company Administrator:

   • Enter a nominal username, strictly formatted as name.surname. Never use shared or generic usernames like "admin".

   • Enter and confirm a secure password.

6. Click Save and wait for the system to generate the new company within the Tenant Manager.

Step 3: Verification and Database Initialization

Log into the new environment to verify access and apply required database patches.

1. Log out of the main admin factory.

2. Return to the login screen and enter the credentials created in Phase 2:

   • Username: name.surname

   • Password: [The password created in Step 5]

   • Company: [The value entered in the Login field in Step 3]

3. Complete the mandatory initial password reset for this new user.

4. Note that the Main Menu will now display project-specific customizations rather than the minimal admin menu.

5. Navigate to Tools > System > Advanced Management > DB Levels.

6. Verify that all system scripts have been applied, and execute any missing DB scripts before proceeding with further custom configurations.