Getting Started =============== This guide will help you install Ferrocodex and get started with basic configuration management tasks. System Requirements ------------------- **Minimum Requirements:** * **Operating System**: Windows 10/11, macOS 11+, or Ubuntu 20.04+ * **RAM**: 4GB minimum, 8GB recommended * **Storage**: 500MB for application, additional space for configurations * **Display**: 1280x720 minimum resolution **Supported Platforms:** * Windows (x64) * macOS (Intel and Apple Silicon) * Linux (x64) Installation ------------ Windows ^^^^^^^ 1. Download the latest ``.msi`` installer from the releases page 2. Double-click the installer and follow the setup wizard 3. Launch Ferrocodex from the Start Menu or Desktop shortcut macOS ^^^^^ 1. Download the appropriate ``.dmg`` file: * Intel Macs: ``Ferrocodex_x64.dmg`` * Apple Silicon: ``Ferrocodex_aarch64.dmg`` 2. Open the DMG file and drag Ferrocodex to your Applications folder 3. On first launch, right-click and select "Open" to bypass Gatekeeper Linux ^^^^^ **AppImage (Recommended):** 1. Download the ``.AppImage`` file 2. Make it executable: ``chmod +x Ferrocodex_*.AppImage`` 3. Run the application: ``./Ferrocodex_*.AppImage`` **Debian/Ubuntu:** 1. Download the ``.deb`` package 2. Install using: ``sudo dpkg -i ferrocodex_*.deb`` 3. Launch from your application menu or run ``ferrocodex`` First Launch ------------ .. figure:: _static/images/first-launch-screen.png :alt: Ferrocodex first launch screen :align: center :width: 600px *The Ferrocodex welcome screen on first launch* Initial Setup ^^^^^^^^^^^^^ When you first launch Ferrocodex, you'll need to: 1. **Accept the EULA**: Read and accept the End User License Agreement 2. **Create Master Password**: This encrypts your local database 3. **Create Administrator Account**: Set up your first user account .. warning:: Store your master password securely! It cannot be recovered if lost. Creating Your First User ^^^^^^^^^^^^^^^^^^^^^^^^ 1. Click "Create First User" on the welcome screen 2. Fill in the required information: * Username (unique identifier) * Full Name * Email Address * Password (minimum 8 characters) * Role (Administrator for first user) 3. Click "Create User" to complete setup Basic Workflow -------------- 1. Managing Assets (Enhanced in v0.5.0) ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ **Understanding Asset Types (v0.5.0):** Ferrocodex now supports two asset types for better organization: * **Folders**: Organizational containers for grouping related equipment * **Devices**: Actual industrial equipment (PLCs, HMIs, etc.) **Creating Your First Asset Hierarchy:** 1. **Create a Folder Structure (v0.5.0):** a. Navigate to the Assets page b. Click "Add Asset" → "Folder" c. Name it following the security pattern (e.g., "PRODUCTION-LINE-1") d. Click "Create" 2. **Add a Device to the Folder:** a. Select your folder in the tree view b. Click "Add Asset" → "Device" c. Enter device details: * Name: Must follow ``^[A-Z0-9][A-Z0-9_-]{2,49}$`` (e.g., "PLC-LINE1-01") * Type: Equipment category * Manufacturer: Device vendor * Model: Specific model * Custom Metadata: Add fields as needed (v0.5.0) d. Click "Create" to save **Asset Naming Requirements (v0.5.0):** All asset names must follow cybersecurity best practices: * Use UPPERCASE letters and numbers only * Can include underscore (_) and hyphen (-) * Length: 3-50 characters * Examples: ``PLC-001``, ``HMI_MAIN_01``, ``SENSOR-TEMP-001`` **Organizing Assets with Hierarchy (v0.5.0):** * Create logical folder structures (by location, function, or type) * Use drag-and-drop to reorganize assets * Navigate with the tree view or use search * Add custom metadata fields for better organization 2. Configuration Management ^^^^^^^^^^^^^^^^^^^^^^^^^^^ **Uploading Configurations:** 1. Select an asset from the Assets page 2. Click "Upload Configuration" 3. Choose your configuration file 4. Select file type and add optional notes 5. Click "Upload" .. note:: Ferrocodex accepts any file type for maximum flexibility with industrial equipment. **Creating Branches:** 1. From an asset's configuration list, click "Create Branch" 2. Enter a branch name (e.g., "maintenance-2025-01") 3. The branch starts with the current configuration 4. Make changes without affecting the main configuration 3. User Management (Administrators Only) ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ **Adding Users:** 1. Go to Settings → Users 2. Click "Create User" 3. Assign appropriate role: * **Administrator**: Full system access * **Engineer**: Configuration management only 4. Set initial password (user must change on first login) **Managing Permissions:** * Administrators can create/modify users and view audit logs * Engineers can manage configurations but not users * All actions are logged for security compliance Next Steps ---------- * Read the :doc:`user-guide` for detailed feature documentation * Review :doc:`security` for best practices * Set up your asset hierarchy and naming conventions * Configure regular backups of your database * Train your team on proper configuration management workflows Getting Help ------------ * **In-App Help**: Click the help icon for context-sensitive assistance * **Documentation**: This guide and other resources * **Support**: Contact your Ferrocodex representative for alpha support