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  1. Preface
  2. Introducing Administrator
  3. Organizations
  4. Metering
  5. General and security settings
  6. Permissions
  7. Schedules
  8. Bundle management
  9. Event monitoring
  10. Troubleshooting security
  11. Licenses

Organization Administration

Organization Administration

Setting up an organization

Setting up an organization

When you set up an organization, you configure the organization properties, sub-organizations, additional organizations, licenses, runtime environments, and user accounts.
To set up your company's organization, perform the following steps:
  1. Configure organization properties such as the organization name and address, authentication information, and notification email addresses.
  2. Verify that your organization has the appropriate licenses.
  3. Optionally, create one or more sub-organizations and configure licenses for the sub-organizations.
  4. Optionally, create additional production organizations and sandbox organizations.
  5. Configure runtime environments and Secure Agents.
  6. Set up users, user groups, and roles.
You might also need to download and install non-native connectors for your organization. For example, if users in your organization create tasks that read data from Teradata tables, you need to download and install the add-on connector for Teradata. For more information about downloading and installing add-on connectors, see
Connections
.

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