Setting Up the Application Using the Setup Wizards

Use the Application Setup page (formerly known as the Process Wizard) to initially set up your modules in HEAT. After the initial setup, you can access various parts of the Application Setup workspace within the Configuration Console to modify the settings.

Before you initially set any application parameters, the system displays a Setup Wizard link on the HEAT pages. After you run the setup wizards and save your settings, the Setup Wizard link no longer appears.

For on-premise users, this workspace is not the same as the Application Setup Wizard that is used to set up the HEAT Service Management system.

Application Setup Page

1.

To use the setup wizards, within the Configuration Console from the Settings header, click Search . A list of configuration workspaces appears.

Application Setup Page

Within the Application Setup workspace, a list of available wizards appears. You can run each wizard in the order provided, or skip around and enter information as needed.

After initially running the wizards, you can go back and change the settings in these pages.