Both iMIS and iMISpublic need global configuration before being rolled out for general use; you can also customize fonts, colors, and report layout defaults and such at this time. You must also assign users to classes (based on your licensing agreement) and set permissions.
Note: This section describes how to perform global configuration only; to configure specific features and areas, refer to the reference guide for each.
After you finish installing, complete configuration per your situation:
New installations: Prepare iMIS (see Choosing single or multiple appservers) for initial use:
■ Defining the date/time format for iMIS
■ Setting up organization codes
■ Modifying references to field names
All installs/upgrades:
■ Loading tab files to update zip codes
■ Changing the default layout for SSRS reports, for IQA-generated reports
■ Defining user records and allocating licenses
■ Setting up the iMIS SOA web service
Public view: Prepare the public-facing website:
■ Verify license keys and Web component setup (Public view) options
■ If on a separate appserver: Connecting iMISpublic from a separate appserver
■ Changing fonts and colors for web pages using CSS
Optional products: