Configuring Situate

After fresh install, there are several thing you will want to configure. This document goes thorugh those things one by one.

The Default Email Endpoint

Situate can be setup to send e-mail notifications about workflows. To do this, an email endpoint must be configured. Endpoints are things situate talks to that are not computers that run a Situate agent. Examples are email servers, databases, FTP sites, etc.

The default email endpoint is out-of-the-box and recommended way to send notifications. To configure your default email endpoint, see Email Endpoints.

Users and Roles

When a user logs into situate for the first time, a Situate account is automatically created. However, service accounts (accounts that are used to perform actions but there is no actual "person") may need to be created manually. You can read how to do that in managing service accounts.

Users will also need to given permissions to perform various tasks and to create, edit and manage certain objects with situate. See Authorization and User Groups for more information.

Firewall Settings

Configuration requirements for firewalls and other network-related security can be found at firewall and network settings.