Setup Guide

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 Follow these easy steps to help you start using Octopus

On startup, Octopus comme pre-loaded with different templates.

However, some settings are specific to your organization and need to be configured before you can use the system in an efficient way.

To ease the transition, we invite you to consider, in order, the following advices.

1 - Import your users

Octopus forces you to identify a User for each incident or service request. The first action is to build your user list in the application.

  • To that aim, more than one choices are offered:
    • Manually create user account within Octopus.
    • Import users contained in your Active Directory domain.
  • To perform an import, you can use the following method:
    • Tools < Update list of users and computers...
    • Fill in the User name and password fileds avec your current Octopus credentials (the tool will use your current AD account and, in most domains, it is not necessary to be Domain Admins)
    • Fill in the name of your Active Directory domain (Exemple: CompanyName.ca)
    • Select "LDAP" protocol
    • Press OK
    • A window will appear showing the import progress  
Attention : the password used will be shown in the progress windows.

For more information, please see the User Management article.

2 - Create Assignees

Once users have been imported, you can now convert users who will be accessing and using Octopus into Assignees. 

To convert users into assignees, please see section the How to create an Octopus account? article.

3 - Configure general options

Once assignees are able to login to Octopus, some general options must be set in place..

3a - Set up the application email address

For Octopus to be able to automatically send emails without human intervention, an email address must be assigned and configured.

  • Tools > Options > 1 - Email Options > Email address used by Octopus
  • Fill in the assigned email address (Exemple: ServiceDesk@CompanyName.ca)
  • Press OK

3b - Set up the attachment folder

Octopus allows for file attachment in more than one module. Those files will be hosted on your server and the share path must be specified in the options.

  • Tools > Options > 3 - Important general options > Network directory containing the attached files
  • Specify the share name in UNC format (Exemple : \\server\share)
  • Press OK

4 - Start creating requests

Octopus provides shortcuts to increase keying in incidents and service requests. When you receive calls, the most used method is to do the following:

  • Press F3 - Opens the Users module
  • Search or browse to select the correct user
  • Press F4 - Opens the Incident or service request creation form.

For more information, please read the following articles:

5 - Create your infrastructure items

Octopus' true power resides in the relations than can be built between modules and how it relates to your infrastructure.

  • Open the Configurations module
  • Create your Workstations, Laptops, Servers, Printers and Softwares
  • Assign the main contact to your infrastructure items
  • Create the required relationships between your items (for exemple: which softwares are installed on which servers)
Note : if you performed the importation stated in Step 1, all computer accounts in Active Directory will be present as workstations. You can reassign them as the correct CI type.

6 - Explore our Wiki

Once kickstarted, you can now refer to the following Wiki articles to continue learning:

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