Recommended Steps for Configuring your TPAM
Every customer’s environment is different but to make your configuration of TPAM as easy as possible we have a recommended outline for how you should configure and load data into your TPAM so you will be able to utilize the product as quickly as possible.
1. Have the TPAM System Administrator complete the configuration procedures described in the TPAM Configuration and Administrator Manual for the parconfig and paradmin interfaces, including creating a SysAdmin CLI Account. Download and store the key outside of the appliance.
2. Create a CLI Account in the /par interface with TPAM Administrator privileges. Download and store the key outside of the appliance.
3. If you are going to utilize Active Directory or Generic Integration first set up System Templates and User Templates. See sections 15.9 and 20.6.
4. If you are going to use the Active Directory Integration or Generic Integration tools, configure them to provision UserID’s for the appliance. See sections 22.0 and 23.0. Do not forget to enable the Integration Agent in the /parconfig interface.
5. If Active Directory was not utilized, load your TPAM users through Import UserIDs. See section 20.15.
6. Configure any Cache servers you have purchased. See section 24.0.
7. Configure any DPAs you have purchased. See section 29.0.
8. If Active Directory was not used, load the Systems you want to manage through Import Systems. See section 15.17.
9. If so desired, add any Files to be managed. See section 18.0.
10. If you purchased Cache servers and/or DPAs, go in and make these assignments at the System level. See sections 15.5 and 24.3.
11. Load the Accounts you want to manage in TPAM through Import Accounts. See section 16.24.
12. If you want to utilize Collections (buckets of Systems, Accounts and/or Files), other than the ones created using Active Directory Integration, add your Collections and then load your Collection membership through Update Collection Membership. See section 17.11.
13. If you want to utilize Groups (buckets of users), other than the ones created using Active Directory Integration, add your Groups and then load your Group membership through Load Group Membership. See section 21.7.
14. If you have purchased a PCM license, configure your PCM Commands by going to Command Management. See section 26.0.
15.Create your Access Policies. See section 10.0.
16.Assign Access Policies to Systems, Groups, Accounts, Files, and Collections through Batch Update Permissions, See section 15.19.
17. If you are a PSM customer you can go ahead and add any PSM Connection Profiles and Post Session Processing Profiles by going to Profile Management. See section 27.0.
18. If you are a PSM customer go to Batch Update PSM Accounts and complete this step to update the PSM settings for accounts. See section 16.26.
19. If you are a PSM customer configure the Archive Servers and retention settings for your session logs. See section 41.7.
20.Configure your Batch Report subscriptions and Recipients. See section 43.0.
21.Configure your Data Extract Schedule and Data Sets. See section 44.0.
This information has been copied from the TPAM Administration Manual. Please download the attached document below for a full explanation of all the steps.