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6.
Quick Start Guide for Local Solutions
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These steps should be followed by firms using Local Solutions, but are unnecessary for Hosted Solutions. Users should also perform the steps listed in the next section, Quick Start Guide for All Users.
1. Run the Server installer
The installer may be downloaded from this web site. Users will also likely wish to download and install the Go-Between, but should install the server first.
2. If necessary, install SSL
This is not provided by OpenEngagement for Local Solutions out of the box. Firms may enable SSL a number of ways, with the easiest being the use of Apache and the mod_ssl module.
3. Configure your email server
This is explained elsewhere in the help system. It is possible to use the CMS without email notifications, and some firms may wish to do this. However most firms will wish for email notification and should ensure the CMS is configured properly to send emails. This is done simply by providing the name of the email server to be used by the CMS. Once this is specified, users should test it by sending some emails to users, once the user accounts are defined.
4. Backups/Mirroring
Firms should arrange to either backup or mirror the directory where the site's database and the uploaded files are stored. This is explained elsewhere in the help system. Mirroring is generally recommended more than backups, but each firm will have their own preference. Ideally, firms will use both mirroring and backups.
5. Change the Administrator passwords
This is explained later in the documentation. The administrator accounts should not normally be used, but the passwords should nevertheless be secure so that others can not gain full access to your firm's site.