This chapter explained the thought process and considerations that must be undertaken prior to the initial configuration of OER. It described in some detail the main configuration tasks and how these are performed.

We have demonstrated how departments, roles, projects, project profiles, basic access settings, and complex access settings are created and configured. The chapter has also explained how to use the Asset Editor window to modify the project profile and to show how more complex RBAC configurations are supported.

The chapter also elaborated on the project profile compliance templates and described how these can be created and applied to projects.

In the next chapter, we will cover how to use the Harvester and other Asset-specific features to support asset-related requirements as described in the use case section.