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Initial Setup

This guide describes the key configuration steps to be performed after installing calServer v2. The setup is done in the Administration area, accessible via the sidebar under Admin.

Administrator Rights Required

All steps described here require the Administrator role. Make sure your user account has the appropriate permissions.

The guided route

The setup wizard walks through the same topics step by step — stating what is still open and how that is determined. It starts by itself on the first login.

1. Create Users

  1. Navigate to Admin > Users.
  2. Click + New User.
  3. Fill in the required fields:
    • Username — Unique login name
    • Email Address — For notifications and password reset
    • Password — Temporary initial password (the user will be prompted to change it on first login)
    • First Name and Last Name
  4. Click Save.

Tip: Creating Many Users

For initial setup, users can also be created through the v1 interface or via database import. The database is shared.

2. Assign Roles and Permissions

calServer v2 uses a role-based access control (RBAC) model. Each role defines which modules and features a user may access.

  1. Navigate to Admin > Roles.
  2. Review the existing default roles or create new roles via + New Role.
  3. Assign the desired permissions to each role:
    • Module Access — Which modules can the user see?
    • Read / Write / Delete — Which actions are allowed?
    • Field Access — Which fields can the user view or edit?
  4. Navigate to Admin > Users, open a user, and assign one or more roles.

3. Configure Groups

Groups enable the organizational assignment of users — e.g., by department or laboratory.

  1. Navigate to Admin > Groups.
  2. Create groups for your organizational structure (e.g., "Calibration Lab", "Quality Management", "Electrical Lab").
  3. Assign users to the respective groups.

4. Customize Field Configuration

calServer v2 allows you to customize the visibility, order, and labels of fields per module.

  1. Navigate to Admin > Fields.
  2. Select the desired module (e.g., Inventory, Calibrations, Customers).
  3. For each field, you can configure:
    • Visibility — Show or hide the field
    • Required — Mark the field as required
    • Label — Customize the displayed field label
    • Order — Set the position in the form

Custom Fields

The fields I42xx (Inventory), C23xx (Calibrations), and K46xx (Customers) are custom additional fields. You can use these fields for your individual requirements — e.g., for company-specific identifiers, cost centers, or classifications.

5. Set Up Customers

If you perform calibrations for external customers:

  1. Navigate to Customers in the sidebar.
  2. Create your customers with master data (company name, address, contact person).
  3. Assign contact persons to the respective customers.
  4. Customers can later be referenced as clients in calibrations and projects.

6. Configure Categories and Types

Categories and types structure your data and enable targeted filtering.

  1. Navigate to Admin > Categories.
  2. Create categories for your device types (e.g., "Multimeter", "Torque Wrench", "Scale").
  3. Assign subcategories as needed.

7. Configure Status Values

Statuses control the lifecycle of records. calServer v2 allows defining custom status values and transition rules.

  1. Navigate to Admin > Status.
  2. Select the module (e.g., Inventory or Calibrations).
  3. Define the desired status values (e.g., "In Service", "In Calibration", "Blocked", "Decommissioned").
  4. Set up status transitions: Which transitions are allowed? (e.g., "In Calibration" to "In Service" is allowed, but "Decommissioned" to "In Service" is not).

Initial Setup Checklist

  • All users created and passwords distributed
  • Roles defined and permissions assigned
  • Groups created for the organizational structure
  • Field configuration customized per module
  • Customer master data entered (if applicable)
  • Categories and types configured
  • Status values and transition rules defined