Post-install checklist

After a successful install, you need to submit certain important settings to the platform. These steps are presented below:

Change the administrative account details  

The administrative username and password are both set to "architect" by default. The first thing you should do to your new WordFrame Integra installation is change the default account details. To change them follow the steps below. Log in as "architect" with the password "architect".

1. Log in to the WordFrame Integra Core Administration
2. Click on the "Builder" tab in the upper left corner
3. Click on the "Accounts & Security" menu in the main navigation bar
4. Click on the "Browse accounts" link in the "User accounts" section on the left of the screen
5. Click on the corresponding "manage" link to manage the default account details
6. Fill in new username and password
7. Press the Save button to apply the changes

Get the list of the latest software available  

The platform regularly synchronize its available software collection from all software repositories that it it is subscribed to. As we will perform software update in the next step manually, we need to force this synchronization. To do that, follow these steps:

1. Log in to the WordFrame Integra Core Administration
2. Click on the "Architect" tab in the upper left corner
3. Click on the "Core management" menu in the main navigation bar
4. Click on the "Software repositories" link in the "Software packages" section on the left of the screen
5. Click on the "synchronize" link for each of the available repositories. Have in mind that you will see the Job execution screen each time you press the link.

Update the installed packages  

WordFrame releases regular updates and security fixes. Some of them are not immediately released in the downloaded version. To be sure that you are running the latest software, you need to do:

1. Log in to the WordFrame Integra Core Administration
2. Click on the "Architect" tab in the upper left corner
3. Click on the "Core management" menu in the main navigation bar
4. Click on the "Software manager" link in the "Software packages" section on the left of the screen
5. Click on the "Select all updates" link
6. If there are any updates press the Next button
7. Review the list of the selected packages and press the Next button again
8. Check out the dependent packages that need also to be altered and press the Next button again
9. Press the Start button to initiate the update process. The update may require to automatically restart both the public site and the core administration.

Set backup plans  

One of the most effective ways to prevent data loss is to backup regularly. This is why it is important to set the backup plans right from the beginning. To do that follow these steps:

1. Log in to the WordFrame Integra Core Administration
2. Click on the "Architect" tab in the upper left corner
3. Click on the "Global settings" menu in the main navigation bar
4. Click on the "Backup schedule" link in the "Database settings" section on the left of the screen
5. Click on the "Create new backup plan" link
6. Set the backup plan details and press the Save button

Set automatic update plans  

One of the most effective ways to prevent security breaches and errors is to update your software regularly. The automatic update plans can help you to achieve that with minimum efforts.

1. Log in to the WordFrame Integra Core Administration
2. Click on the "Architect" tab in the upper left corner
3. Click on the "Software management" menu in the main navigation bar
4. Click on the "Automatic updates" link in the "Software packages" section on the left of the screen
5. Click on the "Create update plan" link
6. Set the update plan details and press the Save button

Set the default domain settings  

The root URLs are often required by the applications for their normal operations. It needs to be set manually as a webpage could be sometimes opened under different URL addresses. A simple example of this is with: "www" and without it.

The system will set automatically the host / domain names, that you filled in during the installation process. If you need to change them, please follow these steps

1. Log in to the WordFrame Integra Core Administration
2. Click on the "Architect" tab in the upper left corner
3. Click on the "Global settings" menu in the main navigation bar
4. Click on the "Domain settings" link in the "Web settings" section on the left of the screen
5. Click on the "change domain settings" link
6. Fill in the Public site domain, with the URL you plan to use. The following alternatives are available:
   • http://localhost:port-nubmer - if you want to access the website only locally for the server itself (eg. http://localhost:2010)
   • or http://yoursitedomain.com - if you have a domain name pointing to your server and you have installed the public site with this domain name setting. (eg. http://domain.com )
   • http://xxx.xxx.xxx.xxx:port-number - if you want to access the site externally, but do not have a dedicated domain, you can do that by using the server global IP address and the port. Do not forget to add an exception in the windows firewall for the selected port number. (eg. http://232.232.232.232:2010 ). Port 80 is the default one and does not need to be submitted so in this case the domain name should be http://232.232.232.232 only.
7. leave "force site URL root" not checked
8. Fill in the Core administration domain, with the URL you plan to use. The same alternatives are available:
   • http://localhost:port-nubmer - if you want to access the website only locally for the server itself (eg. http://localhost:2011)
   • or http://yourcoredomain.com - if you have a domain name pointing to your server and you have installed the public site with this domain name setting. (eg. http://admin.domain.com )
   • http://xxx.xxx.xxx.xxx:port-number - if you want to access the site externally, but do not have a dedicated domain, you can do that by using the server global IP address and the port. Do not forget to add an exception in the windows firewall for the selected port number. (eg. http://232.232.232.232:2011 )
9. Press the Save button to apply the changes

Choose timezone and locale  

The platform can be localized as time zone, date and numbers format. To do that, you need to follow these steps

1. Log in to the WordFrame Integra Core Administration
2. Click on the "Architect" tab in the upper left corner
3. Click on the "Global settings" menu in the main navigation bar
4. Click on the "Regional settings" link in the "Web settings" section on the left of the screen
5. Click on the "change the timezone " link or the corresponding "customize" locale link

Set the SMTP server settings  

WordFrame Integra can send emails on various events, like user password recovery or system alerts. To enable this feature, you will need to configure the platform with a SMTP Host and Port as well as any necessary authentication parameters that are needed to connect to a mail server. To configure the SMTP settings, load the server configuration dialog by following these steps:

1. Log in to the WordFrame Integra Core Administration
2. Click on the "Architect" tab in the upper left corner
3. Click on the "Global settings" menu in the main navigation bar
4. Click on the "SMTP server" link in the "Email sender" section on the left of the screen
5. Click on the "manage settings" link
6. Fill in the server name
7. If not instructed else, use server port 25
8. Press the Save button to apply the changes

More detailed instructions how to use some of the most popular email services like Gmail, Yahoo mail, Hotmail, Rackspace email and etc., is avialable in our community

Submit an email for system alerts  

The WordFrame Integra platform can send various system event alerts (e.g. cluster alerts, registration approval or system errors). These events will be always sent to the email specified below.

1. Log in to the WordFrame Integra Core Administration
2. Click on the "Architect" tab in the upper left corner
3. Click on the "Global settings" menu in the main navigation bar
4. Click on the "Email for alerts" link in the "Email sender" section on the left of the screen
5. Click on the "manage settings" link
6. Fill in the email you want to be alerted on.
7. Press the Save button to apply the changes

Upload robots.txt and favicon files  

In many cases you need to upload some files in the root folder of your website. The most common are the robots.txt file (commands for the search engine bots) and the favicon.ico file (the small icon that appears in the browser tabs in front of the page title). To upload these files you need to:

1. Log in to the WordFrame Integra Core Administration
2. Click on the "Architect" tab in the upper left corner
3. Click on the "Global settings" menu in the main navigation bar
4. Click on the "Site root files" link in the "Web settings" section on the left of the screen
5. Click on the "upload root folder files" link
6. Browse the files you want to upload.
7. Press the Upload button to start the upload process

Purge and Restart the Search appliance crawlers and indexes  

As a next step you will need to restart any existing crawlers in the system and purge any indexed content. This will ensure that the search results will be relevant to the new site location or purpose, and possibly old texts will be removed. This is done on two stages:

1. Restart the existing crawlers with the help of the tools tab in the crawler management pages
2. Purge the existing indexed content with the help of the tools tab in the index management pages