1. Create an organization and assign an administrator for the organization. For procedures, see Adding a Top-Level Organization.

2. Create child organizations to represent different divisions or departments in your organization. For procedures, see Adding a Child Organization to an Organization.

3. Create users for your organization. For procedures, see the CentraSite Administrator’s Guide .

4. Create groups for your organization. For procedures, see the CentraSite Administrator’s Guide .

5. Assign roles to users and groups to specify the level of access they will have to various objects related to the organization. For procedures, see the CentraSite Administrator’s Guide .

6. Define taxonomies for organizing assets and classifying assets. For procedures, see the CentraSite Administrator’s Guide .

7. Create design/change-time policies for management of CentraSite objects such as organizations, users, taxonomies, lifecycle models, assets, policies and report templates. For information about creating policies, see the CentraSite User’s Guide .

8. Create lifecycle models that define the states that make up the lifecycles of assets and other objects associated with your organizations. For procedures, see the CentraSite Administrator’s Guide .