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<?xml version="1.0" encoding="UTF-8" standalone="no"?>
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<html xmlns="http://www.w3.org/1999/xhtml">
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    <title>Initial setup</title>
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            <h1><img src="common/webissues.png" alt="WebIssues" id="logo" />WebIssues Manual</h1>
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            <h2 class="subtitle">Version 1.1.5</h2>
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          <div id="infobar-left"><a accesskey="h" href="index.html">Home</a> &raquo; <a accesskey="u" href="webissues.prep.html">Preparing the system</a></div>
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        <div class="sect1">
          <div class="titlepage">
            <div>
              <div>
                <h2 class="title" style="clear: both"><a id="webissues.prep.setup"></a>Initial setup</h2>
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          <p>After installing the new WebIssues server, it contains initial configuration and settings, but before you can start using it, you have to do a few more things. First, you must create accounts for users that will use the system. Secondly, you need to create projects and folders in which the issues will be stored.</p>
          <div class="sect2">
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                  <h3 class="title"><a id="webissues.prep.setup.users"></a>User accounts</h3>
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            <p>Let's start with creating user accounts. Click the <span class="guilabel">Administration Panel</span> link in the upper right corner of the window, then select <span class="guilabel">User Accounts</span>. You should see a single user named Administrator, which was created by the installer.</p>
            <p>Create your personal account, so you don't have to log in as Administrator. To do this, click <span class="guilabel">Add user</span>, then enter your name and the login and password that you will be using to log into the system. Then press <span class="guibutton">OK</span>.</p>
            <div class="figure">
              <a id="id606902"></a>
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                <div class="mediaobject">
                  <img src="images/ch02-fig04.png" alt="Creating a user account" />
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              <div class="figure-title">Figure 2.4. Creating a user account</div>
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            <p>Repeat the above steps to create accounts for other people who will use the system. For each of them you need to specify the initial password, but for greater security, you can select the <span class="guilabel">User must change password at next logon</span> option, if you want them to set their own password when logging into the system.</p>
            <p>In the WebIssues system there may be more users with administrator privileges. To change permissions of a user, select him by clicking his name in the list, then click <span class="guilabel">Change Access</span>. You can choose the System Administrator or Regular User permission, and also disable access to the system for given user. Press <span class="guibutton">OK</span> to confirm the changes.</p>
            <div class="tip">
              <h3 class="title">Tip</h3>
              <p>The System Administrator has access to the Administration Panel, and is the administrator of all existing projects, even if he's not explicitly their member. Thus grant this permission only to persons that you trust.</p>
            </div>
            <p>A configured list of user accounts may look like the figure below:</p>
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              <a id="id606978"></a>
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                <div class="mediaobject">
                  <img src="images/ch02-fig05.png" alt="List of user accounts" />
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              <div class="figure-title">Figure 2.5. List of user accounts</div>
            </div>
            <p>For more information on administering user accounts, read <a class="xref" href="webissues.admin.users.html" title="Managing users">the section called “Managing users”</a>.</p>
          </div>
          <div class="sect2">
            <div class="titlepage">
              <div>
                <div>
                  <h3 class="title"><a id="webissues.prep.setup.projects"></a>Projects and folders</h3>
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            <p>Click on the <span class="guilabel">Web Client</span> link in the upper right corner of the window to go to the main part of the WebIssues system. On the left you'll see an empty projects and folders tree. Click <span class="guilabel">Manage Projects</span> and then use the <span class="guilabel">Add Project</span> command to create the first project. Name it <span class="quote">“<span class="quote">My first project</span>”</span> and press <span class="guibutton">OK</span>.</p>
            <div class="figure">
              <a id="id607000"></a>
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                  <img src="images/ch02-fig06.png" alt="Creating a project" />
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              <div class="figure-title">Figure 2.6. Creating a project</div>
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            <p>The new project will appear in the tree. Click on this project to select it, and you will see a number of operations that you can perform on that project. Let's begin by creating folders. Click <span class="guilabel">Add Folder</span> and create a folder called <span class="quote">“<span class="quote">Bugs</span>”</span>, selecting the type of issues with the same name.</p>
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                  <img src="images/ch02-fig07.png" alt="Creating a folder" />
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              <div class="figure-title">Figure 2.7. Creating a folder</div>
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            <p>After creating a folder, it will be displayed in the tree below the project. Select the project again and add another folder of type Tasks. Then repeat the same step to create a Forums folder. The projects tree will look like this:</p>
            <div class="figure">
              <a id="id607111"></a>
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                <div class="mediaobject">
                  <img src="images/ch02-fig08.png" alt="Projects tree" />
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              <div class="figure-title">Figure 2.8. Projects tree</div>
            </div>
            <p>For now, the newly created project is only available to system administrators. To grant access to other users, select the project and click <span class="guilabel">Project Members</span>. You will see an empty list. Now click <span class="guilabel">Add members</span> and select all users except the Administrator account. Click <span class="guibutton">OK</span>.</p>
            <p>You can also assign an administrator right for the project to selected members. Select a user and click <span class="guilabel">Change Access</span>. Then select the access level in a similar way as in case of changing user's access to the system.</p>
            <div class="tip">
              <h3 class="title">Tip</h3>
              <p>The Project Administrator can create and modify folders, modify the project description and change permissions of other users for this project. He can also delete issues and delete and modify other users' comments.</p>
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            <p>A configured list of members of the project may look like below:</p>
            <div class="figure">
              <a id="id607127"></a>
              <div class="figure-contents">
                <div class="mediaobject">
                  <img src="images/ch02-fig09.png" alt="List of project members" />
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              <div class="figure-title">Figure 2.9. List of project members</div>
            </div>
            <p>Click <span class="guibutton">OK</span> to return to the main window. The project and folders will appear in the tree on the left side on the window. Also the global lists of issues for each of the issue types will appear in the tree.</p>
            <div class="tip">
              <h3 class="title">Tip</h3>
              <p>If you use the Desktop Client, the commands for managing projects and folders are available directly in the main window of the program. Activate the projects tree by clicking on it to be able to access these commands (provided that you have appropriate permissions).</p>
            </div>
            <p>Read <a class="xref" href="webissues.admin.projects.html" title="Managing projects">the section called “Managing projects”</a> later in this book to learn more about administration of projects and folders.</p>
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