Getting Started

The Getting Started page shows you which tasks still need to be completed before you can use the modules available with HelpSystems Insite. It also shows you which of the modules are available, and the version and build that's installed on the Insite server for each of them.

If this is the first time you're logging on to Insite, the Getting Started page opens automatically. That's because you need to perform some tasks before you can use the available products. However, what you need to do depends on what type of user you log in as:

  • The Insite administrator needs to create the necessary connections to the IBM i and Automate Enterprise servers.

  • The Insite administrator needs to define how to authenticate users.

  • All users (including the administrator) need to create profiles for themselves and assign those profiles to the connected systems.

If you later need to adjust any of the settings, clicktap Getting Started under Settings in the Navigation Pane to return to the page.  

Click the following links for instructions on completing the necessary tasks:

 

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