Basic Setup Worksheet

Use the following worksheet to gather the information that you need to work through the Basic Setup wizard.

Display the Basic Setup wizard by clicking Basic Setup on the WorldServer Home page. As you move through WorldServer, the Basic Setup guide remains visible to remind you of the next task. Click on each task in the Basic Setup guide to go to the area in WorldServer where you complete that task.

Basic setup of WorldServer includes these main tasks:

Setting up locales
Connecting to content
Associating folders with locales
Setting up linkage
Setting up users
Setting up workflow
Creating a project

Creating Locales

Create locales in Management > Business Rule Linkage > Locales .

When creating a locale, note the following:

Name of the locale
Language for the locale
Encoding for the locale
Users to associate with the locale

Connecting to Content

Connecting to content means to specify the location and configuration of your content by adding an AIS (asset interface system) mount. Add a mount at Management > Asset Interface System > AIS Mounts .

There are several different types of mounts that can be configured for WorldServer and the information necessary for successful configuration varies by mount. This worksheet lists the most common information and allows space for you to make notes on additional configuration elements.

Name of the mount
Type of mount	File System SDL Trisoft SQL Connector
Directory path for the content
Does the mount support versioning?	Yes No
User name and password to associate with the mount, if applicable
Asset types, templates, or branches to associate with the mount, if applicable
Additional information to note for the specific type of mount

Associating Folders with Locales

Associate locales with folders in Management > Asset Interface System > View and Change Properties .

Locale
Folder or folders to associate with this locale

Setting Up Linkage

Set linkage in Management > Business Rule Linkage > Linkage .

Use this table to map links between source and target folders. Write in the names of the source and target folders you will be linking.

Source Folder	Target Folder

Creating Users

Create users at Management > User Setup > Users .

For each WorldServer user, gather or determine the following information for creating the user account in WorldServer:

User name for the user
User password
First and last name of the user
Email address for the user
User type
Vendor association
Display language for the user
Locales to associate with the user
Workgroups to associate with the user
Workflow roles to associate with the user

Setting Up Workflows

Create workflows using the Workflow Editor. Launch the Workflow Editor at Management > Workflow > Workflows .

Name of the workflow:_____________________________________________________________________

Use the following tablet to help plan workflow tasks:

Type of step	Action	Instructions	Assignees	Duration	Transition to this step	Transition from this step

Creating a Project

Make sure at least one asset is in each source folder before creating a project based on a source folder. Upload assets and create projects in the WorldServer Explorer. Click Projects > Create Project to create a project.

Project name
Project description
Target locales
Workgroup to associate with the project
Include All or only New and Changed Assets in the source directory as source assets?
Due date for the project (Advanced Parameters)
Cost model to associate with the project (Advanced Parameters)
Other project parameters (Advanced Parameters)
Workflow to associate with each target locale