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.