When you set up an organization, you configure the organization properties, sub-organizations, additional organizations, licenses, runtime environments, and user accounts.
To set up your company's organization, perform the following steps:
1Configure organization properties such as the organization name and address, authentication information, and notification email addresses.
2Verify that your organization has the appropriate licenses.
3Optionally, create one or more sub-organizations and configure licenses for the sub-organizations.
4Optionally, create additional production organizations and sandbox organizations.
5Configure runtime environments and Secure Agents.
6Set up users, user groups, and roles.
You might also need to download and install non-native connectors for your organization. For example, if users in your organization create tasks that read data from Teradata tables, you need to download and install the add-on connector for Teradata. For more information about downloading and installing add-on connectors, see Connections.