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.
- 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 .
When creating a locale, note the following:
| Field | Your entry or setting |
|---|---|
| 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 .
| Field | Your entry or setting |
|---|---|
| Name of the mount | |
| Type of mount | File System SDL Knowledge Center 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
| Field | Your entry or setting |
|---|---|
| Locale | |
| Folder or folders to associate with this locale | |
Setting Up Linkage
Set linkage in .
| Source Folder Name | Target Folder Name |
|---|---|
Creating Users
Create users at .
| Field | Your entry or setting |
|---|---|
| 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 .
Name of the workflow:_____________________________________________________________________
| Type of step | Action | Instructions | Assignees | Duration | Transition to this step | Transition from this step |
|---|---|---|---|---|---|---|
Creating a Project
| Field | Your entry or setting |
|---|---|
| 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 |