Initial Setup, On-Premise Only (v10.xx)

The initial setup is performed once per database after its installation by the administrator, if not already completed. It involves the following steps:

1. Linking the new database to the 'Portfolio' database (the 'Portfolio' database is the only one not linked).
2. Creating or modifying mandatory setup documents.
   
3. Publishing resources in the new database.
   

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

1. Open the 'Setup & Administration' console for each module:
   
1. Clicking on the gear wheel icon in the top-right corner.
   
2. Select the desired module.

1. Click on the 'Setup' tab (this tab is opened by default).
   
2. Navigate to the 'General' view (default when the 'General' tab is opened).
   
3. Open or create the relevant setup document.
   
4. Modify the field values as needed (refer to the specific document for detailed explanations).
   
5. Save the document.
   

Note: For the initial Cerri Project setup, follow the steps described above. For subsequently added databases, always first create a link to the database in the 'Portfolio' database before proceeding to create the setup documents for the database.

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