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rocket.chat-setup-wizard.md

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Administrator initial workspace configuration for Rocket.Chat server.

Rocket.Chat Setup Wizard

After installing your Rocket.Chat server, it is time to configure and start enjoying all the fantastic features.

Rocket.Chat provides multiple Rocket.Chat Client Apps that can be used for the user interface.

{% hint style="info" %} This guide proceeds with the assumption you have either the latest Rocket.Chat Desktop client or Browser installed.

The server used for this guide is available at http://localhost:3000, but if you are hosting your instance, it will is the link to your website with the port you specified in your settings. {% endhint %}

Adding Rocket.Chat server to Desktop Client

  • After installing the Rocket.Chat Desktop Client, launch the application.
  • An interface is presented to you with a text field to input your server URL. Enter your server URL, in this case, http://localhost:3000, for a local setup or specify the link to the domain of your server.
  • Click Connect.

{% hint style="info" %} Note that wherever the link http://localhost:3000 is used here, you have to specify your server's domain rather than http://localhost:3000. {% endhint %}

If you initially had any server linked on your client app, you can add another by clicking on the plus sign icon by the left of the navigation menu.

Accessing Rocket.Chat Using Browser

To access Rocket.Chat in your browser, yo; you should type the link http://localhost:3000 or your server's domain in your browser.

Setup Wizard

To launch your workspace, it is required to do a simple 4-step setup.

  • Admin Information: Fill in this information as it is needed to create the first user who automatically becomes an administrator of your Rocket.Chat workspace. The necessary information includes your name, chosen username, your provided organizational email, and a password selected by you. The next thing to do is click on Continue to be taken to the page for the organization's information.
  • Organization Information: This involves information about your organization. The data to be filled in about your organization include the organization's name, its type, the size of the organization, the country in which your organization operates, and the industry your organization is linked to, as well as your organization's website if there is any. When all the fields have been filled, you can click on Continue to proceed to the third step, which has to do with server information.
  • Server Info: The server Info form has four fields which include the site name, selecting your preferred language from a dropdown, selecting whether the server is private or public, and finally selecting the option to opt into two-factor authentication via email. Click on the Continue option to go next step.
  • Register Your Server: You are asked to register your workspace to the Rocket.Chat Cloud or proceed with a standalone server.

{% hint style="info" %} We recommend you register your workspace, which automatically creates a Rocket.Chat Cloud Account for you, and you can enjoy all its benefits like;

Information collected for Registered workspaces

Suppose you choose to register your workspace, Rocket.Chat collects the following information about your workspace.

  • The workspace Id to help identify the workspace.
  • The organization's address.
  • Contact name for the workspace.
  • Contact email for the workspace.
  • The number of seats for the workspace.
  • The account name.
  • The organization type.
  • What industry the organization belongs to.
  • The size of the organization.
  • The country of the organization.
  • Language set for the workspace.
  • Website of the organization.
  • Site name of the workspace.
  • The workspace type.
  • The deployment method used for the workspace.
  • The deployment platform.
  • The version of Rocket.Chat deployed.

Register Workspace

  • Click on Register to access to continue and check if you want to receive security updates or not.
  • Ensure that you agree to the Terms and Privacy Policy of Rocket.Chat before clicking Continue.
  • Open up your email inbox and click verify registration. Make sure the security codes match.
  • Confirm the registration and go back to your server.

Continue as Standalone

  • Click Continue as standalone.
  • Click Confirm.

Your workspace is now ready for use.

{% hint style="success" %} From here, you can get a 30 days trial on the features that come with the Enterprise Edition. {% endhint %}