One user should take on the role of TeamAgenda administrator. This is the person responsible for installing, setting up and configuring the TeamAgenda environment, including the TA-Server application.

Once TA-Server has been installed, the team administrator must:

• enter your TeamAgenda license number(s);
   
• create the Team database;
   
• set up the Team using the Team Setup wizard;
   
• install TeamAgenda on each Team member's computer (TeamAgenda Lite and Pro), after which each member can join the new Team;
   
• set any special user authorizations the Team may require;
   
• configure or enable any necessary TA-Server options (additional license numbers, e-mail and FirstClass links, Filemaker integration).

License Numbers

To use TA-Server, you must enter your TeamAgenda license number(s), unless you are installing a demo version. A TeamAgenda Pro license number will unlock all TeamAgenda Pro features, a TeamAgenda Lite license number will limit you to TeamAgenda Lite features, etc. (see What Is TeamAgenda? to understand the different versions of TeamAgenda).

In Windows 95/98/ME and on Macintosh, license numbers are entered using the License... command in TA-Server's Configuration menu. In Windows NT/2000, License numbers are entered using the Licensing command in the TeamAgenda Server Control Panel.

Create the Team Database

TA-Server stores and manages a copy of all users, shared agendas in a Team database. This database must be created and running before individual users can join the Team. Choose the computer operating system that will be running your TA-Server:

Creating your team in Windows 95/98 or NT 3.5.1

Creating your team in Windows NT4/2000

Creating your team on Macintosh

Set Up the Team using the Team Setup Wizard

The administrator should first create a personal agenda, joining the new team when the Personal Agenda Setup wizard suggests it (see Setting Up TeamAgenda for details). If you have already created your personal agenda but not joined the team, you can use the Sharing command in the TeamAgenda File menu to do so.

As the first person to join the team, the administrator will be guided through the setup process by the Team Setup wizard, which helps you define important team parameters, including holidays, common resources, public agendas, public categories, and passwords.

Note: A Team Membership Password must be defined if any users will be joining the team using TeamAgenda Web.

If you would rather setup your team later, just click the Done button on any of the setup wizard screens. You can launch the Team Setup wizard again by choosing it from the Context menu.

Note: If you would rather set up your team manually, using the Team Administration command, more detailed instructions are provided on the TA-Server Manual Setup page.

Install TeamAgenda for each Team Member

Next, TeamAgenda should be installed on the computers of all Team members, who should then create their personal agendas and join the Team (see Installing TeamAgenda).

Define Special Authorizations

Once all team members have joined the team, the administrator may wish to delegate the tasks of maintaining certain team features such public events, holidays, etc. to others, without disclosing the Team Administration password. For this reason, the administrator can provide particular users with the authorization to define resources, public agendas, public categories, holidays and/or public contacts.

To define special user authorizations:

1. Choose Team Administration from TeamAgenda's Context menu, entering the Team Administration password if you defined one earlier.

2. Choose Directory Maintenance from the list in the Team Administration window and click Do it.

3. Choose a user and then click the Edit... button

4. Change the user's authorizations by selecting or deselecting the appropriate check boxes: Define Resources, Define Public Agendas, Define Public Categories and Templates, Define Holidays & Public Events, Define Public Groups, Define Public Contacts and Export Other Users.

Configure Necessary TA-Server Options

Your team has now been set up, but you may need to set up other options explained on the TA-Server Options page. These include:

• entering additional license numbers;
• configuring network protocols;
• enabling e-mail, FirstClass and FileMaker Pro integration.

Continue to the TA-Server options page:

Setting Up TA-Server Options

Go back to:

Configuring TeamAgenda and its Components