.. /* * This file is part of the SavaPage project . * Copyright (c) 2026 Datraverse B.V. * Author: Rijk Ravestein. * * SPDX-FileCopyrightText: (c) 2020 Datraverse B.V. * SPDX-License-Identifier: CC-BY-SA-4.0 * * For more information, please contact Datraverse B.V. at this * address: info@datraverse.com */ .. _ch-install-configure: Step 8 - Configure ------------------ .. contents:: |RST_TABLE_OF_CONTENTS| :depth: 2 :local: .. _ch-install-configure-introduction: Introduction ~~~~~~~~~~~~ After installation, you will be prompted to open a web browser to the |RST_LINK_ADMIN_WEBAPP| to complete the configuration. The configuration steps are explained below. .. _ch-install-configure-login: Step 1 - Login ~~~~~~~~~~~~~~ :ref:`Login ` with username ``admin``. This is the built-in administration account. Enter ``admin`` as password. This is the standard password as set by the installer. After login the :ref:`Dashboard ` is shown where you will notice the system status “Setup is needed”. The next steps guide you in configuring the system so that the status will change to “Ready to use”. .. note:: As long as system setup is needed :ref:`login attempts ` at the User Web App are blocked with a message saying “Application setup is required”. .. _ch-install-configure-admin-password: Step 2 - Change Admin Password ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ As a first security measure change the master password for the built-in ``admin`` account. This account is independent and not related to the operating system or domain. The password needs to meet minimum strength requirements, and must contain at least six characters. Select :ref:`Options> Advanced > Reset internal admin password `, enter and confirm the new password and press the Apply button. .. caution:: Make sure that this password is kept at a secure place since it is the key to your system. More information about the admin password can be found in :ref:`Internal Admin Password `. .. _ch-install-configure-locale: Step 3 - Set Locale ~~~~~~~~~~~~~~~~~~~ Set the system's locale; ensure that these are correct before proceeding. Select :ref:`Options > Advanced > Locale `, and enter the locale string. Some examples are: ``en``, ``en-GB``, ``en-US``, ``nl``, ``nl-NL``, ``nl-BE``. You can leave the locale empty to accept the system default. The locale is applied to all system messages which are logged in the system log or send by email. See :ref:`Localization `. .. _ch-install-configure-currency: Step 4 - Set Currency Code ~~~~~~~~~~~~~~~~~~~~~~~~~~ Set the system's currency code; ensure that these are correct before proceeding. Select :ref:`Options > Financial `, and enter the ISO 4217 Currency code. Some examples are: ``USD``, ``EUR``, ``GBP``. The currency *symbol* is determined in the context of the user or system locale. See :ref:`Localization `. .. _ch-install-configure-user-source: Step 5 - Set User Source ~~~~~~~~~~~~~~~~~~~~~~~~ SavaPage optionally imports user information from a **Unix** (PAM, NIS, etc.) or **LDAP** source. Select :ref:`Options > User Source `. Select **Unix** if the user accounts are setup and defined on the local system as standard Unix accounts or mapped into the system from a central directory service such as LDAP via ``nsswitch.conf`` and PAM. Most large established networks will use this option. .. note:: For administrators wishing to customize the PAM authentication method at the application level, SavaPage reports itself as “savapage”. The **LDAP** option is appropriate for large networks with existing LDAP domains. This includes networks running OpenLDAP, FreeIPA, Apple Open Directory, Novell eDirectory, Microsoft Active Directory and Google Cloud Directory. More information on LDAP is available in :ref:`LDAP `. After selecting the source, enter the necessary parameters (LDAP only) and press the Apply button. .. _ch-install-configure-user-sync: Step 6 - User Synchronization ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Skip this step if you did not set an external User Source in the previous step. Otherwise, select :ref:`Options > User Creation > Synchronization > Synchronize now ` to import users. .. important:: An option exists to import a subset of users from the source by selecting a *group*. This option is relevant if only a subset of users will ever use |PRODUCT_NAME|. Select :ref:`Options > User Creation > Change Group ` to select the group. .. tip:: Test the import first by pushing the Test button. A simulated import will start, with each step echoed below the button, so you can verify the effect of your action. .. _ch-install-configure-mail: Step 7 - Set Mail Options ~~~~~~~~~~~~~~~~~~~~~~~~~ Select :ref:`Options > Mail `, enter the SMTP and Message options and press the Apply button. Data from the Messages section is used for system generated mail messages. You can send a test mail message to a recipient of your choice by pressing the Test button after you applied the changes. .. _ch-install-configure-driverless-printing: Step 8 - Set Driverless File Transfer Print ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |MAILPRINT| and |WEBPRINT| are disabled by default. You can enable and configure these options at :ref:`Options > Mail Print ` and :ref:`Options > Web Print `. If you enabled one of these Driverless File Transfer Print options, decide which PDF converters you want to enable at :ref:`Options > Advanced > Converters `. Beware that you might need to install the converter software on the SavaPage host.