Startup Wizard

The HelpSystems Insite Startup Wizard displays after a successful initial installation to guide you through Insite’s basic configuration steps. The wizard will help you complete these steps to ensure that you are immediately ready to enjoy the benefits of Insite.

To navigate through the wizard:

  1. The Getting Started step displays the products you had chosen to install. Click Next to proceed to the next step.

    The Choose Components window during installation of HelpSystems Insite.

  2. The Admin Password step allows you to create a password for build-in ‘Admin’ user. This administrator account has full authority to Insite. Ensure that you enter a strong password. Click Next to continue.

    The Choose Components window during installation of HelpSystems Insite.

  3. The Connections step allows you to setup an initial product connection for one of the products you chose to install. See Adding a new Product Connection for instructions on how to fill out this form for your selected product.

    When finished, click Next to continue.

    NOTE: You can click the Skip Wizard button to exit the Startup Wizard and enter Insite.

    The Choose Components window during installation of HelpSystems Insite.

  4. The Connections step continues with an image showing you where in the Insite menu you can find the Product Connections screen to add more product connections. Click Next to continue.

    NOTE: You can click the Skip Wizard button to exit the Startup Wizard and enter Insite.

    The Choose Components window during installation of HelpSystems Insite.

  5. The initial setup is complete. Click Go to Insite to enter insite and begin working.

    The Choose Components window during installation of HelpSystems Insite.

 

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2.5 | 201810010735 | October, 2018