Creating and activating Sites and Organizations

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This topic describes the steps needed to create and activate Sites and Organizations in Maximo IT to make offerings visible in the Optional content installed with Maximo IT.

Once Optional content is installed in Maximo IT, administrators must configure Sites and Organizations to be able to view offerings.

Configuring Sites and Organizations

Follow the steps below to configure Sites and Organizations in Maximo IT after installing Optional content:
  1. Log in to Maximo IT as an administrator.
  2. Go to the Organizations application (Open menu > Administration > Organizations) and create a new Organization, if not already created. See Creating Organizations for steps on how to create an Organization and site.
  3. An Orgnanization must be activated after creation. See Activating Organizations for steps on how to activate an organization.
  4. For details on creating a Clearing account to be used in Step 3, see Creating a clearing account in the chart of accounts.
  5. After creating and activating an Organization, the administrator can set an activated site as the default insert site of the environment.
  6. For setting a default insert site, go to the Profile section and select Default information.
  7. Click on the Default insert site and add the active site.
  8. Log out of the application and login again for the changes to reflect.
  9. Offerings will then be visible in the Optional content in Maximo IT.