System administration quick start

Screenshot note: Screenshots are illustrative. Controls or labels may remain untranslated in the demo release, and pages without a faithful English capture retain the source illustration. Control names and layouts can vary by release.

Prepare organizations, rights, resources, and approvals for initial users. Start with limited scope and organization-defined roles.

Before you begin

Prepare hierarchy, people, responsibilities, systems, sources, and approvals. Obtain administration rights and licensed modules.

Step 1: Confirm features

Inspect Product License Management. Distinguish Entitlements for metadata/SQLink and Metric Standards/Management. Do not grant every administrator feature to new users.

Step 2: Configure identities and rights

Follow Access management: create hierarchy, define roles, prepare systems and users, add groups for bulk grants/approvals, and test as users.

The role name is illustrative. Select rights by actual responsibility.

Step 3: Prepare sources

Create systems/sources in Metadata harvesting, Test connections, and check Drivers/plugins. Connection success is not harvesting success.

Step 4: Prepare approvals

Configure/deploy forms, nodes, and participants in Workflow Center. Test initiation, handling, and history on a few objects; saving alone is insufficient.

Step 5: Schedule and notify

Configure Schedules/templates and Email scenarios, including triggers, parameters, and recipients. Verify first outputs and history.

Completion checks

Area	Result
Identity	Correct organization and usable account
Rights	Intended user can perform responsibilities
Resources	Tested sources and drivers
Approvals	Deployed and routed to intended reviewers
Schedules	Correct recurrence/dates and traceable runs

Next: harvest initial objects in Metadata management.