Step by step implementation guide

Step by step implementation guide

The articles in this section will guide an implementation consultant (requiring a level 2 administrator level) through the different steps when implementing a completely new tenant or when activating additional modules in an already existing tenant.

These articles are divided in 5 parts. Relevant to follow in this order for a new tenant. For activating additional modules in an existing tenant, start in step 2 with the relevant module information and activation article:

 

  1. Run the initialization wizard: Initialize the environment

  2. Activate a solution or one or more modules via the Module activation: Module activation

  3. Run imports - only applicable if not done already via the Module activation itself. Imports

  4. Create user profiles by adding the relevant system groups and assign the user profiles to users: Creating and managing the user profiles

  5. if applicable, follow the relevant advanced feature setups: More advanced features

 

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On top of the administrator startboard (level 2 & 3) the basic steps for every implementation can be started