Before you run the Workspace Wizard, make sure to gather all the information you need as specified in the FootPrints Administrator's Guide and the FootPrints Reference Manual. Once you have this information, installation should take no more than an hour.
The Workspace Setup Wizard provides a broad range of templates for getting started with FootPrints. To configure these templates to better suit your workflow, use the information gathered from the Initial Assessment. Keep in mind that you can always go back and make adjustments to the workspace you’re creating. If you are configuring LDAP as your address book, refer to the instructions in the FootPrints Getting Started Guide for Administrators. Finally, you will be able configure some basic system options.
Step 1. Select a template that best reflects your business process.
Step 2. Modify the values of the built-in fields, including Status and Priority.
Step 3. Modify the other template fields: change permissions, add fields, and delete fields.
Step 4. Configure the fields you will need for your customer users. If you are using LDAP, Dynamic SQL Address Book, or importing data from an external database, you must complete those tasks as well.
Step 5. Set up incoming and outgoing email for the workspace, including default rules for notifying customers and agents when Issues are created or edited.
Step 6. Configure basic system options, i.e., enable/disable cookies, define the term you would like to use for records (the default is “Issue”), define the date format, and change the logo.
Continue with Populate the Address Book.