Setup

1. Initialization
1. Creating a New Company
2. Initialization and Management of a Sitegroup
2. Setting up
1. Creating departments
2. Creating User Accounts
3. Setting up OpenPSA Support
4. Importing data into Sales
5. Creating custom reports

This section covers how to set up a new installation of OpenPSA and initialize it. Discussion with organization's top management should be done before starting the set up and initialization.

Initialization

The OpenPSA must be initialized before it can be taken into use. The OpenPSA comes with an initialization manager, called OpenPSA Manager. The OpenPSA Manager generates the basic structures for the system.

Creating a New Company

1. To access the OpenPSA manager direct your browser to http://localhost/openpsa_manager/ and use the system administrator account to log in (defaults to admin / password).
2. Fill the form fields in "Create a new Sitegroup" dialog and click "Create".

Initialization and Management of a Sitegroup

1. Select the company from the list on the left.
2. If you have generated a registration key, insert it into the reserved text area and click "Save".
   Note: You can generate registration key at http://www.openpsa.org/testimonials/register/
3. Change the hostname in OpenPSA Core to suit your needs.
   Note: The prefix field must be in format /prefix, i.e."/openpsa".
4. Initialize all required modules. _
   Note: The OpenPSA modules can be initialized individually and only required modules should be initialized. If a module is uninitialized the statuses are shown with red background color while initialized and properly working module statuses are on green background._

Normally the initialization is required only once. However, if some modules are taken into use later on, or you decide to register your OpenPSA, they should be initialized with the OpenPSA Manager. It can also be used to track down possible module problems. Administrators can examine module statuses and thus pinpoint initialization related problems.

Setting up

During the setup, administrator creates company's department structure, creates users and defines access rights.

Creating departments

1. Go to "Personnel" module.
2. Select the root level department (defaults to Departments).
3. Click "Add Sub-Department"
4. Fill in the name for the department, i.e. "HR".
5. Select Manager and Approver from the pull-down menus.
   Note: If you have not created users yet, there will be only the administrator account available.
6. Click "Create".
7. Repeat until done.

Note: A department is always created beneath the active department. If you create a department into wrong place, delete it and create a new one.

Creating User Accounts

1. Go to "Personnel" module.
2. Select a department from the list on the left.
3. Click "Add employee" button.
4. Fill in the fields and click "Save".
5. Repeat until done.

Note: By selecting a top level project the users access rights can be limited to a specific project. This is useful when granting access for external resources.

Setting up OpenPSA Support

See the Support initialization section.

Importing data into Sales

See the Sales data import section.

Creating custom reports

See the Creating custom reports section.