What do I need to consider when setting up an account?

The following considerations can help you set up your IBM Blueworks Live account.

  • Managing users (see User management )
    • Who is allowed to invite new users? Only admins, or editors and admins?
    • Who needs to have account admin access? How many admins do you need or want?
    • Do you need a policy for archiving users who:
      • Haven’t accepted an invitation?
      • Haven’t logged in for a certain time period?
    • What volume of users do you expect?
    • What level of activity do you expect?
    • Do you plan to enable single sign-on (SSO)?
    • Do you plan to use the provisioning API to add users and add users to groups?
    • How many user groups do you want and what will they be called?
  • Managing files (see Monitoring file storage)
    • What is your storage needs?

      Blueworks Live provides accounts with 100 MB of storage per Editor. Admins can monitor the files that are stored in Blueworks Live and the amount of storage remaining on the File Management tab.

  • Managing properties (see Properties customization)
    • Which blueprint properties are going to be made visible to users?
    • Do you need to add custom properties, and, if so, what are they? You can add up to 20 text and 10 numeric properties.
  • Reviewing business goals and API (see Blueworks Live API)
    • Review your account details and help ensure that you have the right number and type of users to meet your business goals.
    • Review the Blueworks Live API so that you’re aware of what capabilities are supported.
  • Customizing (see Controlling access and permissions)
    • Which of the following preferences do you want to enable?
      • Enable chat messaging for built-in chat
      • Display the Blueworks Live Blog (Users can see and search the contents of the blog) to show the Blueworks Live release blog
      • Allow posting to activity streams to choose whether users can post to the private account and space activity streams
      • Admins can access all spaces and manage the glossary
    • Who can create spaces?
      • Admins
      • Editors
      • Editors and Admins
      • Editors and Contributors
    • Who can copy spaces to other Blueworks Live accounts?
      • Admins
      • Editors and Contributors
        Note: Space managers can copy spaces within the account.
  • Branding (see Branding)
    • Do you want to customize the logo and color scheme of Blueworks Live?
    • Do you want to customize the email notifications (subject and logo) sent from Blueworks Live?
    • Do you want to customize the logo for the Microsoft Word export from Blueworks Live?
  • Security (see Setting security restrictions)
    • How can your licensed users access Blueworks Live?
      • Unrestricted access
      • Access only from a specific IP address range or ranges, such as from your office locations or through your company VPN
    • Which email domains can be invited to your account?
      • Any
      • Specified domain or domains, such as your company domain and those of your Business Partners
  • Spaces (see Spaces)
    • How are spaces managed within the account? You might want to create separate spaces for separate uses, for example, by using Blueworks Live as a generally available tool, using it for enterprise business transformation efforts, and using it for ad hoc projects.
    • Which of the following common patterns would work best for you?
      • Create spaces that are based on the enterprise value chain.
      • Create spaces for individual projects.
      • Create a common space for all users in the company.
      • Users can create spaces to fit their needs.