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
• Copy/Backup/Restore instance data and files
• Database settings
• Email notifications and messages
• Field sets and Field configurations
• Hardening [TODO]
• Installation
• Installing the report mapping plugin for Word [TODO]
• OpenID Connect Authentication
• Roles and permissions
• SAML 2.0 authentication
• Setup Canopy and Jira
• Supported operating systems
• 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.

• Email notifications and messages

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

• Hardening [TODO]: Recommended steps for hardening Canopy once its been successfully installed.

• Backups and recovery: Some practical tips on backups with Canopy.

• Copy/Backup/Restore instance data and files: A guide to moving Canopy to other systems (e.g. UAT to Production migrations).