Initial Setup, On-Premise Only (v8.xx)

Initial Setup, On-Premise Only (v8.xx)

The initial setup is done once per database after its installation by the administrator, if not done already. It consists of:

Linking the new database to the 'Portfolio' database (the 'Portfolio' database is the only one not linked).

The creation or modification of mandatory setup documents. The publishing of resources in the new database.

It is necessary to fill out the mandatory setup documents in each database before using Geniusproject. To fill out the setup documents:


Open the 'Setup & Administration' console of each module by clicking on the icon in the top-right corner.

Choose one of the modules


Click on the 'Setup' tab (already opened by default).

Go to the view 'General' (default, when the 'General' tab is opened). Open or create the corresponding setup document.

Modify the field values (refer to each specific document for detailed explanation). Save the document.

Note: For the initial Geniusproject setup proceed as described below. For databases that are added subsequently, always first create a link to the database in the 'Portfolio' database before creating the database's setup documents.


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