Introduction Flow

This section describes the system administrator settings and tasks that are performed immediately after you have installed Garoon.

Access the System administration screen.
  1. For your environment, access one of the following URLs:

    • For Windows environment
      http://(IP address or host name of the server)/scripts/cbgrn/rm. exe
    • For Linux:
      http://(IP address or host name of the server)/cgi-bin/cbgrn/grn.cgi
  2. Enter the administrator login name and password, and log in.
    The login name and password are as follows

    • Login Name: Administrator
    • Password: password configured during installation Image of the login screen
  3. Click the Administration menu icon (gear icon) in the header.

  4. Click System settings.

Add organizations.
You can add your company structure as an organization.
Setting up organizations allows users to set up permissions and update notifications for each organization, which is useful for managing information.
For details, refer to Adding organizations.
Add users.
Add users to use Garoon.
For details, refer to Adding users.
Set up the organization's users.
Tie the user who added Step 3 to the organization you added in step 2.
For details, refer to How to make users belong to organizations.
Add roles depending on your usage.

A role represents the position or function that is assigned to a specific group of users.
As with organizations, you can set permissions and update notifications for each role.
Example:

  • Manager Role
  • Role of new product development team

Add roles and let users have them.
For details, refer to role settings.

Set up your system administrator.

Set users other than administrator to system administrators who are managing the entire system in Garoon.
For details, refer to how to set up a system administrator.
Depending on the items and scopes you want to manage, you can also set the following administrators

  • Screens for basic system administrators
  • Screens for application administrators
  • Operational administrators

For details, refer to Administrator settings.

Set a password policy.
Sets the number of characters and the validity period of the user's login password.
For details, see the password restrictions.
Depending on your usage, you can set up applications for users to use.
You can limit which applications are available to users for each organization, user, or role.
Applications that are not allowed to use are not displayed on the user screen.
For details, refer to the "Limiting Application Users" section.
Set required settings for each application you want to use.

If you set up the following applications, you can start the operation smoothly.

  • Portal:
    Create a portal for users to use for each application.
    For details, refer to Flow for Creating Portals.
  • Scheduler:
    Set up the conference room and facilities required to add an appointment.
    For details, refer to Scheduler in system administration.
  • E-mail:
    Set up the mail server and user account to be able to receive e-mails in Garoon.
    For details, refer to Setting up mail servers and configuring user accounts.
  • Workflow:
    Create an input form for the workflow so that users can submit the request data.
    For details, refer to Workflow settings flow.
  • MultiReport:
    Create a report entry form so that users can create a report.
    For details, refer to MultiReport in the system administration.
Prepare an environment for external access depending on your usage.
To access Garoon from outside the company, you must have a secure access to Garoon from external networks, such as Cybozu Remote Service and VPN environment.
If the purchase process is completed, you must add a license for Garoon.
For details, see the "Registering Your License" page.
If you are running a trial, Step 11 is not required. Proceed to step 12.
Contact users to start using.

The following information is contacted by the user

  • Login URL:
    Please contact users to add the login URL to bookmarks and favorites in the Web browser so that the next time you can log in easily.
  • Login name
  • password