Concepts Settings Setting up the Enterprise and Sites Contents Overview of the Enterprise and Sites **Setting Enterprise Properties Setting up Regions, Site Categories, and Site Groups **Setting up Site Types Creating Site Status Codes Site Currencies in the Enterprise Editing Properties for the Top Site Setting up a Site Hierarchy Changing a Site’s Time Zone Setting up Site Value Lists Working with Site Settings Viewing Enterprise Audit History Viewing Site Audit History Before you can begin creating assets and an asset hierarchy, you must set up the enterprise and site hierarchy and enter the settings and value lists. Settings with two asterisks (**) are mandatory. The other settings are optional, but should be completed to use APM in the most efficient manner. Typically, you will base your implementation on the APM Install database. This database comes with default settings, value lists, and basic data that you can use to get started quickly. Getting Started If you have just installed APM, follow these steps to set up your enterprise and sites: Step Go To: For more information, see: 1. Decide whether to use one site or multiple sites. Deciding How Many Sites to Use Sites and Hierarchies 2. Set up the enterprise properties. **Setting Enterprise Properties Sites and Hierarchies 3. Define your site types. **Setting up Site Types • Sharing and Partitioning Data Between Sites • Site Types and Site Ownership of New Objects 4. Define your site status codes. Creating Site Status Codes 5. If you are using a site hierarchy, set up your top site. APM comes pre-configured with one Install Site. For APM to work correctly, the Install Site needs to be the top site in your site hierarchy. Editing Properties for the Top Site If you are only using one site, you can use the Install Site as your single site and edit the properties as appropriate. Editing Properties for the Top Site 6. If you are using a site hierarchy, create the child sites in your hierarchy. Setting up a Site Hierarchy Sites and Hierarchies 7. Enter your asset hierarchy settings. **Asset Hierarchy Settings 8. Enter your international settings (countries, states and provinces, localities, currency exchange rates). **International Settings Once you have set up the enterprise and sites, you can start entering site settings and value lists starting with the foundation settings. See Foundation Settings.
