Administration guide¶
Welcome to the Canopy administration guide. This section will provide you with background information and details on how to run Canopy in a smooth manner.
Contents:
- Architecture and hardware requirements
 - Authentication
 - Backups and recovery
 - Canopy Client Portal configuration
 - Database settings
 - Email notifications and messages
 - Field sets and Field configurations
 - Installation
 - Microsoft SQL Server
 - Oracle Database
 - OpenID Connect Authentication
 - Old backup and recovery method
 - Roles and permissions
 - SAML 2.0 authentication
 - Setup Canopy and Jira
 - Supported operating systems
 - Data Import/Export
 - Windows AD authentication (via LDAP)
 
Installation and configuration
Installation: A detailed overview of deploying Canopy within a supported configuration.
OpenID Connect Authentication: OpenID Connect support and configuration information for Canopy.
SAML 2.0 authentication: SAML support and configuration information for Canopy.
Windows AD authentication (via LDAP): A guide to configuring Canopy to work with Windows AD Authentication.
Database settings: Details on how to change the default database settings in Canopy.
System concepts
Architecture and hardware requirements: Background information on Canopy’s architecture, port information and hardware configuration requirements and recommendations.
Authentication: Information on authentication within Canopy.
Roles and permissions: Information about Canopy’s access control model.
Additional information
Backups and recovery: Some practical tips on backups with Canopy.