Checklist of administrator tasks on Windows

After HCL Compass is installed on the administrative host computer, the administrator must perform a series of tasks to create a HCL Compass environment. There are both required and optional tasks. Required tasks such as creating the database set and connection profiles must be performed before deploying the product to the users. The optional tasks such as applying integration packages can be performed at any time.

Required and optional post-installation tasks for the HCL Compass administrator identifies the required and optional post-installation tasks for the administrator.

Tasks not marked as optional must be performed before the product is deployed to the users.

Table 1. Required and optional post-installation tasks for the HCL Compass administrator
Step Tasks Information
1 Create a schema repository and user databases

After you install HCL Compass and create the necessary empty database containers, you must create the HCL Compass schema repository and user databases.

For information about creating schema repositories and user databases, visit the following topics:
2 Create a connection to the database set.

After installing HCL Compass, users must connect to the schema repository.

3 (optional) Apply packages for integrations

To integrate HCL Compass with other software, you add HCL Compass packages to existing schemas.

Overview of HCL Compass integrations
4 (optional) Configure the HCL Compass Server and web Application

The HCL Compass Server can be deployed on one or more hosts.

Administering HCL Compass web
5 (optional) Configure Reporting Reporting deployment planning
6 (optional) Configure Full-text search. Configuring and maintaining full-text search
7 (optional) Install and configure the Lightweight Directory Access Protocol (LDAP) server Using LDAP with Compass
8 Create users, and user groups

HCL Compass stores information about users and user groups in the user database and in the schema repository.

Manage user accounts
10 (optional) Configure HCL Compass MultiSite HCL Compass MultiSite administration