First Steps =========== After successfully installing Zammad you'll have a couple of options. - :doc:`Migrate from a supported source ` - :ref:`Restore Zammad from an existing backup ` - Start from scratch (move on to the next section) Getting Started Wizard ---------------------- If you visit Zammad's web page the first time, you'll be greeted by its Getting Started Wizard. It will guide you through the first most important things. .. figure:: /images/getting-started/wizard.gif :alt: Walkthrough of Zammads Getting Started Wizard. :width: 60% :align: center .. About this section: Below part uses definition list instead of field lists intentionally. It's supposed to safe width for better readability. Step 1: Create your very first administrator account The fields should be fairly self explaining. Zammad does require the following password security by default: - Password length of 10 or more - 2 upper and 2 lower characters - contains at least one digit Step 2: Provide company information You can upload a custom logo fitting to your company here. The instance address is detected automatically and only required adjustment in case it's detected wrong. All of these settings can be changed within :admin-docs:`Branding ` and :admin-docs:`System ` settings. Step 3: Email notification channel By default Zammad uses sendmail - if that doesn't fit you can change it to SMTP here. Zammad uses ``noreply@`` as sender address by default. SMTP setups might fail - you may want to skip this step with choosing ``sendmail`` at this point. You can adjust it later! Step 4: Your first email channel (optional) If you want to start right away, you can connect your email account already. .. warning:: Zammad reacts to fetched emails by default. If that's not what you want, skip this step for now. Learn more about the email channel within the documentation for :admin-docs:`email channels `. After finishing the wizard you'll be automatically logged in to the just created account. .. figure:: /images/getting-started/dashboard-with-clues.png :alt: First time on the dashboard will provide a small clue intro :align: center :width: 80% Further Steps ------------- In our opinion the next step order would like below sample. You can skip parts you don't need or adapt. All parts are described within :admin-docs:`Zammad's admin documentation `. #. Configure your required groups #. Adjust triggers as needed #. Add postmaster filters if needed #. Configure SLAs if needed #. | add email / social media channels & signatures | (go back to group settings to add outgoing email addresses) #. Add Text Modules #. Add Organizations #. Configure roles if needed #. Consider Third Party logins or LDAP integration for easier logins #. Add agent accounts (users) #. Consider backup strategies for Zammad, see :doc:`/appendix/backup-and-restore/index` From point 5 on you'll be able to work productive in theory. 🙌 .. hint:: **😖 Are you still lost?** If above list doesn't help you or you'll need to jump in a lot faster, you can also `book workshops `_ with one of our Zammad consultants.