Configuring after installation

If you have the user account with the Admin mode, complete the configuration process after the installation but before you begin the deployments:

1. Set up servers, load balancers, engines, and virtual machines (VMs). See Configuring-and-managing-the-system.
2. Create users, roles, and access permissions. See Managing-users-and-preferences.
3. Implement data management policies by creating clean-up schedules. See Creating-and-managing-schedules.
4. Set up configuration management features for Channel Templates, Channels, and Environments. See Monitoring-and-managing-server-configurations.
5. Configure authentication methods:
   • Local Account Database authentication
   • LDAP authentication
   • Microsoft Active Directory (MSAD) authentication
   • Microsoft Active Directory – SSO authentication
   • Microsoft Active Directory – MLD authentication

Ensure that you have configured the elements of the Topology tab (Channel Template, Channel, Environment, and Route) before setting the deployment process and creating a package. 

After this configuration process, you are ready to create packages, repositories, and deployment processes. For an overview of basic steps, see End-to-end-process.