Quickly getting started with iconik.

It is assumed for this you understand the capabilities and purpose of iconik and have followed the User Quick Start Guide and also have the Admin role.

Setting up Users and User Groups

A good first step is to setup some users and user groups.

Add a User Group

  1. Click on ADMIN in the top navigation.
  2. Choose Groups from the left navigation bar.
  3. Click the plus button on the top right.
  4. Type in a Name.
  5. Choose some roles, such as search roles and asset roles.
  6. Click

Add a User

  1. Click on ADMIN in the top navigation.
  2. Choose Users from the left navigation bar.
  3. Click the plus button on the top right.
  4. Type in the user's email address and First name.
  5. Choose the group that you created above as the Primary Group, and in the Groups selector.
  6. Select the type of the user such as standard.
  7. Enter in the passwords where required.
  8. Click

The user should now be able to login with the credentials that you provided.

Setting up Metadata

Add Metadata Fields

  1. Click on ADMIN in the top navigation.
  2. Choose Metadata from the left navigation bar.
  3. Choose Metadata Fields from the menu that appears from under the Metadata icon.
  4. Type a Name into the New Metadata Field and click the plus icon.
  5. The field will appear below.
  6. Click on the edit icon next to the field.
  7. The Attributes menu will appear.
  8. Choose the attributes you wish.
  9. Click

Add Metadata Views

  1. Click on ADMIN in the top navigation.
  2. Choose Metadata from the left navigation bar.
  3. Choose Metadata Views from the menu that appears from under the Metadata icon.
  4. Type a Name into the New Metadata View and click the plus icon.
  5. The View will appear below.
  6. Click on the metadata view's name in the list.
  7. You can now choose the fields that you wish to add from the right.

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