Installation and initial setup

Requirements

A customer instance needs a Linux server with Docker Compose, outbound HTTPS access to the update server, and persistent storage for data, uploads, backups and logs. ISMS Lite is installed from a signed release package. The production instance contains the app and PostgreSQL under /opt/ismslite/instances/<domain>/.

Use the supplied installation path to create the instance, environment file and Compose configuration. Custom Compose files or a manually replaced updater are not supported installation paths.

Create the instance

  1. Obtain the current signed release package through the approved installation path.
  2. Set the domain, ports and environment values. Keep secrets on the server and out of the application and repositories.
  3. Start the stack and wait for health. Startup applies missing migrations and synchronises supplied catalogues.
  4. Open the instance and activate the initial administrator account using the one-time setup link.
  5. Set the password, enter company information and activate the licence.

Basic configuration

In Settings, enter company details, contacts, sector and, where applicable, data protection information. Then create departments, user accounts and roles. Select the applicable catalogue in Framework management and make it the default framework.

Settings tabs for company, roles, access and system

Safe start

  • Enable mail delivery only after a successful connection test.
  • Enable external login only after checking the callback URL and user assignment.
  • Create an initial system backup before entering production data.
  • Keep licence and update-channel administration at instance level, not in personal accounts.

Local test instance

For development and training, docker compose up starts the app on port 4200 and Mailpit on port 4201. This environment uses development values and must not be used as a customer instance.