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Getting Started

This section provides an overview of the EPMware configuration process and the sequence of steps required to successfully set up your first application.

Overview

The EPMware Quick Start Guide walks you through the essential configuration steps to get your master data management and workflow system operational. Each step builds upon the previous one, so it's important to follow them in sequence.

Prerequisites

Before you begin the configuration process, ensure you have the following:

System Requirements

  • Supported web browser (Chrome, Firefox, Safari, or Edge)
  • Sufficient system permissions for configuration

Required Information

Gather the following information before starting:

  • Target Application Credentials
  • Server URL/hostname
  • Administrator username and password

  • Port numbers (if non-standard)

  • Email Configuration

  • Email authentication credentials
  • From email address

  • Reply-to address (optional)

  • Organization Details

  • Organization name
  • EPMware application URL

User Access

You'll need: - Administrator role in EPMware - Access to create and modify applications - Permissions to configure security settings

Configuration Checklist

Use this checklist to track your progress:

  • [ ] Target application server added
  • [ ] EPMware application created
  • [ ] Application properties configured
  • [ ] Configuration imported (manual or auto)
  • [ ] Admin password changed
  • [ ] Admin email address updated
  • [ ] Email settings configured
  • [ ] Application URL set
  • [ ] Services started
  • [ ] Workflow tasks created
  • [ ] Workflow stages defined
  • [ ] Deployment created
  • [ ] Deployment scheduled

Time Estimate

A typical first-time configuration takes approximately:

  • Basic setup: 30-45 minutes
  • Including workflow design: 1-2 hours
  • Full configuration with testing: 2-4 hours

Best Practices

Configuration Tips

  • Document all configuration settings for future reference
  • Test email settings immediately after configuration
  • Create a simple test workflow before designing complex processes
  • Back up your configuration after completing setup

Security Reminder

Always change the default admin password immediately after installation to maintain security.

Common Issues

Connection Problems

If you cannot connect to the target application: - Verify network connectivity - Check firewall settings - Confirm credentials are correct - Ensure the server URL includes the correct protocol (http/https)

Email Issues

If emails are not being sent: - Check authentication credentials - Ensure the from address is valid - Review spam filters

Next Steps

Once you've reviewed the prerequisites and understand the setup process, proceed to Configuration to begin adding your target application server.

For detailed instructions on any step, consult the Administrator's Guide.