Entering the correct setup values from the start is important to the success of any new business software. Whether you use RapidStart Services to implement setup values or you manually enter them in the new company, you can support your setup decisions with some general recommendations for selected setup fields that are known to potentially cause the solution to be inefficient if defined incorrectly.
You can perform most setup work in a semi-automated process when you use the RapidStart Services toolkit to create a new company.
Some setup values apply across multiple application areas and do not relate directly to the area-specific setup that is described within each department. Typical application-wide setup work includes creating the central company information text, defining number series and standard texts for documents, and feature-specific setup, such as defining approval workflows and responsibility centers.
Some central administration tasks are usually performed by one role in the company. The scope of these tasks can depend on the company's size and the administrator's job responsibilities. These tasks can include managing database synchronization of job and email queues, approval requests, and other tasks, such as organizing and maintaining historical content.
The following table describes a sequence of tasks, with links to the topics that describe them. These tasks are listed in the order in which they are generally performed.
Support your setup decisions with recommendations for selected fields that are known to potentially cause the solution to be inefficient if set up incorrectly
Set up a company.
Define general setup values, such as number series, Outlook synchronization rules, document approval flows, and responsibility centers.
Configure default UI layouts for navigation panes, pages, and Role Centers and apply additional rules for users who are already defined as database logins.
Log changes, synchronize job queues, and use batch jobs to delete and date compress documents.