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This page is for PhixFlow administrators who need to know the configuration and maintenance tasks that are needed to keep PhixFlow running.

Minimum Set-up After Installation

If you have installed PhixFlow for the first time, and want to do the minimum set-up so that you can start creating models and basic applications is:

1. Login as the startup user.
2. Add your licence key to System Configuration → Advanced →  Licence Key
3. Create a user with Administrator privileges.
   1. In the Full Repository →  Role, create a new role called “Administrator”.  
   2. In the role properties → Privileges section, open the list of privileges and drag them all into the role.
   3. In Full Repository →  User Group, create a new group called “Administrators”.
   4. In the user group properties → Roles section, open the list of privileges and drag in the “Administrator” role.
   5. In Full Repository →  User, create a new user for yourself.
   6. In the user properties → User Groups section, open the list of user groups and drag in the “Administrators” user group.
4. Check your new user account works.
1. Logout
2. Login using your new user account
5. Once your account works, delete the startup user.
6. Set up the essential file locations in System Configuration →  System Directories:

• Temporary File Location: e.g. /opt/phixflow/data/temp – needed for exporting and importing applications and models between PhixFlow instances.
• File Upload Directory: e.g. /opt/phixflow/data/upload –  needed for uploaded files ( via file collectors)

Full System Configuration

For a full system with multiple users, you need to configure:

• the connections to external data sources, e.g. databases, email servers
• all the system directories and other System Configuration options; see System Configuration and System Logging Configuration
• data formats
• Optionally localisation; see System Localisation and Localising Applications

• Users and privileges: either in PhixFlow or by integrating with external login systems; see User Administration. You can optionally configure PhixFlow to integrate with other authentication systems:

  • Configure Active Directory Integration: users are authenticated using one or more Active Directory servers in addition to users that are defined locally within the PhixFlow database. 
  • Configure SAML Integration: map the PhixFlow user groups to user groups in your existing single-sign-on system.

To monitor and maintain PhixFlow, you need to:

• set up scheduled maintenance using task plans that include system and archive tasks; see Tasks, Task Plans and Archiving

  Tip
  Use task plans to schedule tasks that maintain the PhixFlow system

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• The system task includes processes that clear the data from incomplete stream sets. It is important to run a system task daily, or at a minimum weekly. We recommend that you add a system task to a task plan that is scheduled to run daily

  
  

• configure a stand-by webapp to shadow the active webapp. The standby webapp will automatically take over in the event that the active server fails; see Configuring for Resilience.
• monitor PhixFlow processes, tasks and user activity; see System Monitoring
• prepare server machines for installing or upgrading to a new version of PhixFlow; 
  • Planning your PhixFlow System
  • Installing PhixFlow
  • Upgrading PhixFlow

Other useful information is available in:

• PhixFlow Architecture
• Third Party Licence Information.