Skip to content

Basic Setup

The following exercises guide you through the basic setup of calServer. They refer to the practical example from the Quick Start and help you configure the most important administrative settings.

Define and Translate a New Field

Goal: You will learn how to define new fields in calServer and translate them for a user-friendly interface.

Task:

  • Open the administration and create a new text field with the internal name "SGLNR".
  • Then navigate to the language settings.
  • Enter the translation "Inspection Seal Number" for the field "SGLNR".
  • Verify your entry by opening a device and checking whether the field is now displayed as "Inspection Seal Number".

Create a Category with a Required Field and Assign It

In this exercise, you will create a new category and define a required field. This improves data quality and ensures that certain information is always provided.

Task:

  • In the administration, create the new category "Laboratory Devices".
  • Assign the previously created field "SGLNR" (Inspection Seal Number) as a required field to the category.
  • Now open the device from the example ("I-2025").
  • Assign this device to the category "Laboratory Devices".
  • Add the mandatory inspection seal number (e.g., "PS-2025-ABC") and save.

Define Custom Status Values

Status values help to clearly document the current condition of a device.

Task:

  • Open the status management in the administration.
  • Create the following new status values:
    • "In Maintenance"
    • "Ready for Use"
  • Set the status of the example device "I-2025" to "In Maintenance".
  • Then check in the inventory grid whether the status is displayed correctly.

Create a Document Folder

A well-structured filing system ensures clarity and allows important documents to be found quickly.

Task:

  • Navigate to the document management.
  • Create a folder structure:
    • Main folder: "Calibration Certificates"
    • Subfolder: e.g., "2025"
  • Verify that the folder structure is displayed correctly.

In this exercise, you will upload a certificate and assign it to the previously created device.

Task:

  • Open the newly created document folder ("2025") and upload a certificate as a PDF file (certificate number e.g., "Z-12345").
  • Then navigate to the detail view of device "I-2025".
  • Link the certificate "Z-12345" with the device.
  • Finally, verify that the certificate is accessible in the device detail view.

Configure Email Sender

In this exercise, you will configure a sender for automated email notifications.

Task:

  • Open the administration area and navigate to the email management.
  • Create a new email sender, e.g.:
    • Display name: "calServer Automailer"
    • Email address: "automailer@mustergmbh.de"
  • Optionally, test the configuration by sending a test email.

See Also