Quickstart
This guide helps you get productive quickly after installation. It walks you through the key configuration steps — from first login to a fully configured ITSM platform.
Prerequisite: All 12 containers are running and "healthy". See Installation.
Phase 1: First Login & Security
URL: https://your-domain.com
Email: admin@company.com
Password: ADMIN_INITIAL_PASSWORD
(Default: ChangeMeNowXx, configurable via ENV)
→ User menu → Settings → Security (password)
→ User menu → Settings → Security → Enable MFA (TOTP)
TOTP apps: Google Authenticator, Microsoft Authenticator, Authy
→ Admin Center → System → Product License
⏱️ Trial: 30 days, max. 3 agents
Enter License Key + Secret in .env or activate directly in the UI.
Phase 2: Basic Configuration
→ Admin Center → System → General
- Set company name
- Configure application URL (for QR codes, emails)
- Choose language (DE, EN, ES, FR, IT)
→ Admin Center → Identity & Access → Users / Roles
- Review system roles: Admin, Agent, Approver, End User, DPO
- Create custom roles with their own permissions
- Custom roles are available wherever roles are assigned, e.g. in forms
→ Admin Center → Identity & Access → Users → New User
- Create users manually or send invitation email
- Assign role
- Optional: Configure agent groups (capacity management)
→ Admin Center → Service Configuration → Categories
- Ticket categories: Hardware, Software, Network, Access...
- Incident categories (with evidence checklists)
- Asset categories and AssetType policies
Phase 3: Set Up Communication
→ Admin Center → Communication → Email & Mailboxes
- IMAP/SMTP: Classic email integration
- Microsoft Graph API: For Microsoft 365 mailboxes
- Configure email signatures
- TLS certificate verification (tlsVerify) is on by default; disable only for self-signed certificates
- Send test email for verification
→ Admin Center → Communication → Notification Templates (global) · User menu → Settings → Notifications (personal)
- Channels: Email, Microsoft Teams (Bot Framework), Webex, Web Push
- Define quiet hours (no notifications e.g. at night)
→ Admin Center → Identity & Access → Microsoft Entra ID
- Enter Client ID, Tenant ID, Client Secret
- Configure group-to-role mapping
Phase 4: Set Up ITSM
→ "Create Ticket" button (or Service Desk → All Tickets)
- Fill in title, description, category
- Assign agent
- Add followers (CC handling)
→ Automation → Workflows → Templates → New Template
- Drag-&-drop editor opens
- 8 node types: Manual Task, Approval, Automated Action, Notification, Parallel Gateway, Conditional Branch, Data Collection, Timer Event
- Interrupted automated steps are run again; paused workflows continue only after being resumed
→ Admin Center → Service Configuration → SLA & Escalation
- Define SLA policies (response/resolution times)
- Configure business hours
- Define escalation levels
→ Automation → CronJobs
- 28 action types available
- Scheduled reports, SLA monitor, cleanup jobs
- Agent workload monitoring
Phase 5: Dashboards & Monitoring
Phase 6: Advanced Features
Check System Status
The current system status of all containers, health checks and ports can be viewed at:
- UI: Admin Center → System → System-Status (
/admin/system-status) - CLI:
docker compose ps - Backend Health:
curl -k https://your-domain.com/api/health/live
All 12 containers in detail, communication flows and security architecture.
REST API documentation with examples for all modules.
FIPS 140-2 compatible algorithms, zero-trust, audit chain, RBAC and MFA in detail.
Questions? Issues? → info@eviworx.com